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June 2022

FEA Program Fireside Chat

June 15, 2022 @ 3:00 pm - 4:00 pm EDT

Interested in earning the FEA Designation? Get the inside scoop on the experience and impact of the Family Enterprise Advisor (FEA) Program and Designation in this Fireside Chat! Join designated FEAs Julia Chung, Jeff Noble and Kieron Hayes in a candid fireside chat as they share their key learnings, how the program shifted their practice and the ongoing benefits of being part of the FEA community. This session will provide you with insights into the FEA Program and how it…

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Community Call: Challenges Faced by Retiring Business Owners and the Advisors Who Serve Them

June 16, 2022 @ 1:00 pm - 2:00 pm EDT

Selling the family business is a stressful and emotional process. Walking away from "the baby" a founder created is very hard to do. One of the things that makes it hard is the fear of the unknown that lies ahead "What will life-without-my-company be like? How should I plan my next chapter?" Join the discussion with Susan Latremoille, FEA, ICD.D, CPRC, MBA who specializes in working with advisors and their clients as they make this transition to their next chapter.…

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July 2022

Unleash Your Family Enterprise Canada Experience

July 26, 2022 @ 1:00 pm - 2:00 pm EDT

You chose our community to be your safe space. Come see how you can make the most of it! In this information session, you will hear about the events, programs, and resources you can experience & enjoy with your peers. Whether you are an existing member or new to our community, save your seat to discover all the opportunities you can embrace to empower your journey as a Family Business in the Foundational Experience or as a Family Enterprise Advisor…

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September 2022

Community Call: Sustainability 101 – Where Do We Go From Here?

September 15, 2022 @ 1:00 pm - 2:00 pm EDT

The September 15th Community Call will provide an overview of the Family Business for Sustainable Development initiative, a lively presentation on Sustainability 101, as well as an opportunity for us to come together as a community to engage in conversion about this important issue. This is an opportunity to learn and share how we can collectively and individually take steps to building a better world for future generations in a safe space. We will start by demystifying the sustainability movement…

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Cocktails, Canapes & Connections – Calgary

September 20, 2022 @ 4:00 pm - 6:00 pm MDT

Part of Celebrating Family Enterprise — Calgary | Reconnect in person, celebrate and recognize the importance of the family enterprise community in Calgary!

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FEA Connect – Calgary

September 22, 2022 @ 5:00 pm - 8:00 pm MDT

Part of Celebrating Family Enterprise — Calgary | FEA Connect is coming to Calgary. Join us for a chance to catch up with your cohort, meet old friends and make some new ones.

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October 2022

Passing the Baton: Interactive Decision Tree Tool for Continuity Planning

October 20, 2022 @ 1:00 pm - 2:00 pm EDT

According Family Enterprise Foundation recent research report, called "Ready, Willing And Interested - or Not? Canadian Family Business Transition Intentions", ownership of more than 60% of Family Enterprises will be changing hands within the next decade.  That is the largest and most valuable transition of family business wealth in Canadian history. The best time to start a successful family continuity plan is NOW!  If the current stewards are prepared to invest the time, energy, and money to develop governance systems…

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Family Enterprise Advisor Program Q & A

October 27, 2022 @ 1:00 pm - 1:45 pm EDT

Interested in the Family Enterprise Advisor (FEA) Program?

We will discuss the complexities of the field of family enterprise advising and Academic Director, Wendy Sage-Hayward, will discuss the core teachings of the FEA Program and how it can enhance your technical skills.

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November 2022

FEA Connect – Montreal

November 2, 2022 @ 5:00 pm - 8:00 pm EDT

Please join us for drinks, canapés, and the chance to connect with FEA friends as we learn about some of the amazing research, writing and tools being developed by members of our community.

To increase learning opportunities, all FEA Connect events now include an educational component and count for one CE credit.

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FEA Connect – Vancouver

November 21, 2022 @ 5:00 pm - 8:00 pm PST

Please join us for refreshments and an evening of networking and learning with FEA Friends, old and new, from the region. All FEA Connect events include an educational component as we spotlight some of the amazing research, writing and tools being developed by members of our community.

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