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July 2021

FEA – Community Call: The Sibling Effect: What’s required to successfully prepare for a sibling partnership?

July 15, 2021 @ 1:00 pm - 2:00 pm EDT

Transitioning to a sibling partnership is a complex process. Not only will the business function differently, but siblings will require a new set of skills not necessarily modeled by the founding generation. Early in their careers, siblings focus on learning the ins and outs of the business, working in parallel with one another while relying on the founder for direction. They develop their own style, build leadership skills and find their niche. As conversations turn to succession, siblings can be…

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August 2021

Unleash Your Family Enterprise Canada Experience

August 19, 2021 @ 2:00 pm - 3:00 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 2021

Family Enterprise Advisor Program Q & A

September 27, 2021 @ 12:00 pm - 12:45 pm PDT

Interested in learning more about the Family Enterprise Advisor (FEA) Program? Join us for this informative session with host Tim Mohr, Business Development Manager. 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 Program and how it can enhance your technical skills. We will explain the qualifications required to be accepted into the FEA Program and the application process. Details will also be provided on…

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October 2021

Webinar – The Good, The Bad and The Ugly: Advisory Boards and What Family Businesses Need to Consider

October 5, 2021 @ 1:00 pm - 2:00 pm EDT

Why are views on the value of advisory boards so mixed in the family enterprise community? The nature and circumstances of each enterprise and their advisory boards vary widely. Join us for this informative webinar where we will discuss the importance of your advisory board and the frustrations that come with it. What are the common threads? How do we decide when a board is important, and what kind of board is required? What are the things that make a difference…

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Family Enterprise of the Year Award – BC Celebration

October 14, 2021 @ 4:00 pm - 5:30 pm PDT

Family Enterprise of the Year Award (FEYA) season is back! Join us online for the BC FEYA celebration. It's time to come together to honour and celebrate this year's finalists - Kalesnikoff and Prestige Hotels & Resorts! For the past 35 years, our FEYA ceremonies have become a cornerstone of our community; giving us an opportunity to recognize and promote the achievements of Canadian family businesses. More than an award, FEYA is a reminder of how much family enterprises matter…

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FEA – Community Call: Unravelling the Dynamics

October 21, 2021 @ 1:00 pm - 2:00 pm EDT

Tension and friction are growing among shareholders and family members with hidden agendas, suspicion and power plays visible within the family business leadership.  Promised opportunities as a shareholder for the next generation are not being honoured.  The process and structures designed to measure the success of family members working in the business have been neglected.  Communication is experienced as manipulative, protective, and guarded ongoingly erodes the trust within family and shareholders.  The family, business and ownership governance created has become…

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November 2021

Webinar – The Value of Building a Gender Lens within Your Family Business Perspective

November 2, 2021 @ 1:00 pm - 2:00 pm EDT

This webinar will start a conversation with family business practitioners about the key role and influence that gender plays in the family business setting. We believe this work can help you smooth succession, access talent, understand conflict, and maintain healthy business family relationships. We will define gender and explore how it affects not only women but men, and also teams, families, businesses, and cultures. We will discuss two case studies from the field that will highlight key challenges related to…

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Family Enterprise of the Year Award – Ontario Celebration

November 9, 2021 @ 4:00 pm - 5:30 pm EST

Family Enterprise of the Year Award (FEYA) season is back! Join us online for the Ontario FEYA celebration. It's time to come together to honour and celebrate this year's finalists - Gerrie Electric, Gilas Management and Tomlinson Group of Companies! For the past 35 years, our FEYA ceremonies have become a cornerstone of our community; giving us an opportunity to recognize and promote the achievements of Canadian family businesses. More than an award, FEYA is a reminder of how much…

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FEA – Community Call: What Can We Learn From the Scholastic Case?

November 18, 2021 @ 1:00 pm - 2:00 pm EST

When family business cases make the front page of the newspaper, it's not usually because of good news, but more of an "OMG - did you see what happened with the __________ family?" This summer, Richard Robinson passed away at the age of 84, and once his will became public, the decisions he had made regarding his shares of the family business became international news. Scholastic Corp., which Robinson took over from his father and built into a huge publishing…

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Family Enterprise of the Year Award – Quebec Celebration

November 25, 2021 @ 5:00 pm - 7:00 pm EST

Family Enterprise of the Year Award (FEYA) season is back! Join us in-person for our Quebec FEYA celebration. It's time to come together to honour and celebrate this year's finalists - Ed Brunet and Associates Canada Inc., GROUPE AGF INC. and Southshore Industries Ltd.! For the past 35 years, our FEYA ceremonies have become a cornerstone of our community; giving us an opportunity to recognize and promote the achievements of Canadian family businesses. More than an award, FEYA is a…

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December 2021

Family Enterprise of the Year Award – Prairies Celebration

December 9, 2021 @ 4:00 pm - 5:30 pm MST

Family Enterprise of the Year Award (FEYA) season is back! Join us online for the Prairies FEYA celebration. It's time to come together to honour and celebrate this year's finalists - Doortech Mfg. and Distribution Ltd., Wallace & Carey Inc. and WCD (formerly West Canadian Digital Imaging)! For the past 35 years, our FEYA ceremonies have become a cornerstone of our community; giving us an opportunity to recognize and promote the achievements of Canadian family businesses. More than an award,…

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January 2022

FEA – Community Call: You Have an FEA Hat. How Does It Fit?

January 20, 2022 @ 1:00 pm - 2:00 pm EST

FEAs come from a variety of disciplines with one major thing in common, we work with families. Though growing in numbers, few designates solely serve clients under the FEA umbrella. More often, FEAs work with families under their primary profession while tapping into FEA knowledge to better understand and serve clients. During this Community Call we will explore what it means to wear the FEA hat, how it fits with a variety of professions, and when it makes sense to…

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March 2022

Workshop – Building a Gender Lens for the Women and Men of the Family Business

March 2, 2022 @ 11:00 am - 12:30 pm EST

Join professors Christina Constantinidis and Teresa Nelson as they lead this two day (half days) workshop based on their groundbreaking research. Together, we will learn how gender influences family business dynamics and become familiar with tools that can help you leverage its impact on the family system. Half-Day 1 - Understanding the family business and its environment as a gendered system, with a focus on the immediate family and beyond. Goal: To analyze the key role and influence of gender…

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Community Call: How COVID Has Impacted Our Work as Both FEAs and Families in Business

March 17, 2022 @ 1:00 pm - 2:00 pm EDT

As we move towards a 'new normal' and adjust to the limitations COVID has imposed on our clients and our customers, how do you plan to move your business forward while we enter the third year of the pandemic? What have you learned about yourself and the resiliency of your business? What are your challenges and successes, or surprises? Event Details When Who Can Attend This call is open to all members of our community. Where Online via Zoom.A Zoom…

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April 2022

Community Call: The Rogers Saga and What It Can Teach Us About Family Business and Conflict

April 21, 2022 @ 1:00 pm - 2:00 pm EDT

Many families experience conflict, particularly around succession issues. While conflict is inherent to life, it can adversely impact and even jeopardize the viability of a family business if managed improperly. During this Community Call, we will discuss the common sources of conflict, best practices to minimize and prevent it, and what to do when conflict raises its head in a family business. Using the recent Rogers family saga as an example, attendees will have the opportunity to discuss and apply…

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May 2022

FEA – Community Call: FEA Principles of Practice

May 18, 2022 @ 1:00 pm - 2:00 pm EDT

As the FEA community reaches nearly 500 practitioners in its first decade of existence, it becomes necessary to reflect not only upon our beneficial array of differences, but also upon the common principles that bind us together in service of family enterprise.    The FEA Institute Committee of the Board has been tasked with building on earlier work to support our community's evolution and to explore and codify the shared aspirations for each of us who proudly hold the FEA…

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FEA Community Connect

May 19, 2022 @ 5:00 pm - 8:00 pm EDT

We are excited to welcome participants in the Toronto 2022 In-Person Cohort for their inaugural session in May. Committed to building our FEA community, we will be hosting a networking event for cohort participants and certified FEAs from Ontario after Day One of Business Family Dynamics (BFD) on May 19. BFD course instructors and guest speakers will be attending, as well as FEA Council members, FEA Ambassadors and team members. Please join us to greet old friends and meet new…

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FEA Lunch and Learn: Compass for Entrepreneurial Families

May 20, 2022 @ 12:00 pm - 1:00 pm EDT

Entrepreneurial families face a unique and complex journey. Navigating through family, businesses and ownership issues is a rewarding, but challenging process that can be aided by expert advice, theoretical grounding, and practical tools. Compass for Entrepreneurial Families is an educational course developed to provide business families with a better understanding of fundamental, contemporary concepts. As a Family Enterprise Advisor, you are uniquely positioned to help business families through these challenges and we hope you will make use of this course and the…

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Family Enterprise Advisor Program Q & A

May 26, 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. We will explain the qualifications required to be accepted into the Program and the application process. Details will also be provided on the upcoming cohorts, course modules, family business team project, certification process and the benefits of being…

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Symposium 2022 (SOLD OUT!)

May 30, 2022 - June 1, 2022

Symposium 2022 is our signature conference for the family business community taking place in beautiful downtown Vancouver, where you can expect dynamic keynote speakers, interactive skill-building workshops, family stories and engaging panel discussions that are all uniquely tailored to the family business experience.

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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…

Find out more »

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.

Find out more »

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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