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DTSTART;TZID=America/Toronto:20201103T130000
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SUMMARY:FEA - Case Clinic: For Money or Love? (CE)
DESCRIPTION:Financial and Emotional Considerations in the Continuity of a Family Firm \nThis case clinic will add to the knowledge and skills gained in the FEA Program “Continuity Planning” module. The session will delve into the complex interplay between family emotions\, financial considerations\, and the needs of the business\, as the owning family wrestles with the transition process. \nThis will be an interactive workshop where participants will address family strategy and family dynamics that are impacting the succession process. In small breakout groups\, participants will collaborate and recommend a path forward that considers all of the family’s needs and wants. \nThe objectives for this program include the following: \n\nAnalyze the complexity surrounding succession planning and implementation\nApply tools that highlight the main hurdles in succession and help to overcome them\nWork on a real succession case\nDevelop an actual succession plan\n\nThe case will be sent out two weeks prior to the session. \n Register  \nEvent Details\nWhen\nTuesday\, November 3rd\, 2020 \n10:00 AM – 1:30 PM PST/ 11:00 AM – 2:30 PM MST / 12:00 PM – 3:30 PM CST / 1:00 PM – 4:30 PM EST / 2:00 PM – 5:30 PM AST \nWhere\nOnline live via Zoom. A Zoom meeting link will be emailed to registrants prior to the event. \nWho Can Attend\nDesignated Family Enterprise Advisors may attend this course. \nFEAs who attend this session will receive 4 continuing education credits toward their annual FEA designation requirement. \nCost\n$300 \nCancellation Policy\nAll cancellation requests must be made to Dawn Ainikkal in writing at: dainikkal@familyenterprise.ca. Refund requests will be accepted up until 3 weeks prior to the date of the course. \nContact\nDawn Ainikkaldainikkal@familyenterprise.ca905-337-8375 x232 \nPresenter\nPeter Jaskiewicz MBA\, Ph.D.\n \nPeter Jaskiewicz is a Full Professor at the Telfer School of Management and the University Research Chair in Enduring Entrepreneurship in Ottawa. Peter comes from a business family and has worked with family businesses for 15 years. Recognized as an international leader in family business research\, Peter has a track record as a speaker at conferences\, workshops and executive education programs around the globe. He has also been a visiting Professor at leading universities including Zhejiang University in China\, King’s College in London and\, currently\, the Sorbonne Business School in Paris. Peter is currently an advisory board member of the non-for profit organization Venture for Canada and an editor of the leading academic journal in the field – the Family Business Review. In addition to these initiatives\, he has served as an advisor to several family businesses in Europe and North America.
URL:https://events.familyenterprise.ca/event/fea-continuing-education-case-clinic-for-money-or-love/
CATEGORIES:FEA
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