Join us for the first FEA Community Call. For FEAs by FEAs. Online via Zoom. This month’s hosts Steve Legler, FEA and Ruth Steverlynck, FEA. WHAT is the PURPOSE? To enrich our FEA Community through: Connection: Peer Conversations Open discussions: on tough questions in a safe space Sharing of resources: so, we can all get better together Practice development: bridging the gap between completion of your designation and integrating learning to your own practice Learning: learning from the wisdom of…
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Hosts: Judi Cunningham MA, CEPA, FEA and Vincent Valeri MBM, FEA Preparation: Please watch this FEC Webinar with presenter Dr. Josh Baron, Co-Founder & Partner at Banyan Global The webinar explores how owners and future owners of a family business can get started designing an ownership council. This webinar includes a review of essential roles of governance in family businesses and the Four Room governance model. Come prepared for a stimulating and vibrant discussion amongst your peers. For FEAs by…
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Among the most important challenges that family business stakeholders will face is managing the unique conflict that impacts family enterprise. Join FEC in a virtual conversation with Blair Trippe, Managing Partner of Continuity Family Business Consulting and Wendy Sage-Hayward, MA, FEA, in which we will discuss how to approach both active conflict—when families fight—and passive conflict—when families get stuck, unable to make important decisions in a timely manner. Participants will leave understanding why conflicts in families that own and manage…
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For the first time, we are hosting the Family Enterprise of the Year Award (FEYA) celebrations virtually! We invite you to join us as we honour and celebrate the family enterprise community. This year, tune in online to hear from, be inspired by and learn first-hand from a resilient family business about their unique journeys and why Family Enterprise is more important than ever today, both within your community and beyond. Established in 1986, the Family Enterprise of the Year…
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This year we are excited to host the Central Ontario Family Enterprise of the Year Award (FEYA) celebrations virtually! We invite you to join us as we honour and celebrate the family enterprise community and our two finalist -Burnbrae Farms and Newcom Media Inc. Learn more about them below. Established in 1986, this award is given annually by FEC to recognize, celebrate, and promote the achievements of Canadian family businesses and the considerable contribution they make to both their local…
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For the first time, we are hosting the Family Enterprise of the Year Award (FEYA) celebrations virtually! We invite you to join us as we honour and celebrate the family enterprise community. This year, tune in online to hear from, be inspired by and learn first-hand from resilient family businesses about their unique journeys and why Family Enterprise is more important than ever today, both within your community and beyond. Established in 1986, the Family Enterprise of the Year Award…
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As FEAs we learn about Multi-Disciplinary Advising for the first time during the FEA Program. However, even with the opportunity to put this concept to work in true collaboration during the project, many advisors struggle. This struggle seems to continue after advisors have gained the FEA designation and continue to work with their family enterprise clients. There are a number of reasons why MDA is a challenge. We will explore some of these reasons together as we ask ourselves and…
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This time of challenge and change is also a powerful learning opportunity for family enterprises and their leaders. Join FEX, WATSON and our family enterprise panelists as we learn from the experiences of family enterprise leaders, the findings from the Family Business Pulse Survey, and emerging insight into what has helped leaders and businesses survive and thrive. We’re looking forward to a conversation with our panelists and with you - positioning family enterprise to strengthen as we move forward. We’ll…
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Financial and Emotional Considerations in the Continuity of a Family Firm This 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. This will be an interactive workshop where participants will address family strategy and family dynamics that are impacting the succession process. In small…
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More family businesses and wealth are held in trust than ever before. Yet, despite the best efforts of advisors, trusts often fail to reach their full potential after the ink dries. It doesn’t have to be this way. In this conversation and open Q&A, Ruth Steverlynck, FEA, will interview trust expert Patricia Angus, author of The Trustee Primer and The Beneficiary Primer (forthcoming) about how advisors and families can make the most of their trusts. It goes beyond technicalities into…
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