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NEW COURSE: Integrating FEA Into Your Practice

November 25 @ 10:00 am - 5:00 pm EST

Open to FEAs only — The field of family enterprise advising has evolved significantly over the last decade. This exclusive course invites you to explore those changes and consider how the FEA approach can be strengthened and more deeply integrated into your practice.

COURSE DESCRIPTION

This one-day course is all about deepening the FEA approach into your professional practice. We will start the session by reviewing the changes in family enterprise advising that we’ve seen emerge in the past 10 years. Then we’ll take you on a journey of self-reflection to explore your own practice and discover how you can better apply the FEA approach. Together, we will employ a series of vignettes to explore how an advisor might approach a continuity challenge in a more traditional approach versus how a certified FEA would approach the same issue.

TOPIC SPOTLIGHT: FAMILY OFFICES

We will focus on one key global trend: family offices, including an exploration of single family offices (SFO) vs. multi-family offices (MFO).

We will provide an overview of each, and help you identify some of the challenges of implementing and operating them. Our goal is to translate your FEA strategic and systemic thinking into action with your family enterprise clients.

CE Credits: FEAs who attend this event will qualify for six (6) CE credits.

Event Details

When

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Who Can Attend

This course is open to designated Family Enterprise Advisors (FEAs).

Where

Online via Zoom.
The session link will be emailed to you prior to the event.

Cost

This course is included in your FEC Membership.

If you need assistance with registration, please contact us at fea@familyenterprise.ca

Instructor

Gaia Marchisio - website

Gaia Marchisio, Ph.D

Gaia is a family-enterprise researcher, consultant, educator, speaker, and writer with over 25 years of impact across global family enterprises, academic institutions, corporations, public-sector organizations, and others. She not only advises on and researches family enterprise, but is a fourth-generation successor in her own family business.

Gaia holds a Bachelor’s in Business Management from Bocconi University and a Ph.D. in General Management from Università Degli Studi di Pavia (both based in Italy). Originally from Italy, she is a naturalized US citizen who speaks fluent English, Italian, and Spanish.

Gaia is a Senior Lecturer in Discipline, Management Division and Faculty Director, Global Family Enterprise Program for Columbia Business School in New York City. Prior to this, she was Executive Director of the Cox Family Enterprise Center, the US’s first family business center, and the Aronoff Professor of Family Business at Kennesaw State University. Gaia has been a visiting scholar at educational institutions worldwide, including large Family Business Centers in Latin America, the Caribbean, Asia, Europe, and the Pacific.

Details

Date:
November 25
Time:
10:00 am - 5:00 pm EST
Event Category:
Website:
https://access.familyenterprise.ca/events/register.aspx?id=1985425