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May 2020
Webinar: Understanding Grief
The current pandemic has given rise to a wave of emotions that many of us have little experience of dealing with and often do not even know what they are. To help us better understand what me may be feeling and how to manage our feelings as well as help others, we are delighted to sit down with Dawn Schooler, counsellor, coach, teacher and FEA who will provide insights on grief: what it is, how it shows up and offer…
Find out more »June 2020
Toronto 2 Cohort Meetup Social
Connect with your cohort in small group conversations. This networking event will utilize Zoom's Breakout Room function to allow a more relaxed discussion with one or two other participants. Facilitated by Russel Baskin, National Director & Programming, and Tim Mohr, Business Development Manager. Please note: This event is restricted to FEA Program Candidates enrolled in the Toronto 2 Cohort. Event Details When Thursday, June 11, 2020 4:30 - 5:30 pm EDT Where Online Meeting via Zoom Ontario Canada Registration To register,…
Find out more »July 2020
FEA Community Call: Adapting to a Virtual World with our Family Enterprise Clients
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…
Find out more »August 2020
FEA Community Call: Developing Ownership
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…
Find out more »September 2020
October 2020
FEA – Community Call: Multi-Disciplinary Advising: Does it really work?
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…
Find out more »November 2020
FEA – Case Clinic: For Money or Love? (CE)
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…
Find out more »FEA – Community Call: COVID-19 through the Lens of the Three-Circle Model
In this community call, join host Susan Brown as we discuss how the pandemic is impacting and shifting the interests of family members and key non-family executives in each of the three circles. As strategic advisors we know that what impacts one part of the system will have a ripple effect throughout the enterprise. How do we help, support and prepare our clients to address these complicated challenges that need technical, relational and emotional responses across the system. https://johndavis.com/three-circle-model-family-business-system/ Thoughts…
Find out more »December 2020
FEA – Community Call: Reflections 2020 – The good, the bad and the surprising
By the date of this call it will have been nine months since our lives changed, dramatically and irrevocably. It is becoming harder to remember life before COVID-19 or even what day of the week it is, as one day blends into the next. We have all had to adapt and change personally and professionally. And we have helped our clients do the same. When we reflect on this year it will be a year that we will remember, perhaps…
Find out more »January 2021
FEA – Community Call: Addressing the elephant in the room: How can you help your clients deal with family conflict?
Join host FEAs Vincent Didkovsky and Danielle Saputo in this open, facilitated discussion and conversation Addressing the elephant in the room: How can you help your clients deal with family conflict? After you've registered, supporting content to help you prepare for this call will be provided. Event Details When Contact Dawn Ainikkal dainikkal@familyenterprise.ca Where Online via Zoom. A Zoom meeting link will be emailed to registrants prior to the event. CE Credit FEAs who attend this event will receive 1…
Find out more »February 2021
Webinar – How Family Enterprises are Navigating Uncertainty
During the past year, we have all experienced a lot of turbulence — and there’s more ahead. As family business owners plan for the future, they’re having to be more flexible and consider multiple business scenarios. Join us on February 9th for our next panel with Julius Frohlich and Chris Massie where we will hear how far they are looking out and what they're doing differently during their planning as they try to navigate uncertainty. What are some of the…
Find out more »FEA – Community Call: RESILIENCE 2.0 How can we help our clients be more resilient?
Join host FEAs Claire Sutton and Grant Conroy to learn how you can help your clients be more resilient. Come prepared for this open, facilitated conversation amongst your peers: Please watch this 3-minute music video here and please read the following article: Building Your Resilience, American Psychological Association. If you wish to learn more about this topic, we recommend this additional reading: Resilience, Psychology Today Why embracing the Nordic concept of ‘friluftsliv’ could be the secret to better mental health…
Find out more »March 2021
Family Enterprise Advisor Program Q & A
Interested in learning more about the Family Enterprise Advisor (FEA) program? Join us for this informative session with hosts Tim Mohr, Business Development Manager, FEA Program and Russel Baskin, National Director, Education & Programming, FEX. We will discuss the complexities of the field of family enterprise advising and hear first-hand how FEA designates have implemented key concepts from the program into their practice. We will explain the qualifications required to be accepted into the FEA program and the application process.…
Find out more »May 2021
FEA – Community Call: Intervision: What It Is, Why It’s Important, and How We Can Use It
You probably haven't heard much about Intervision, but we'd like to change that. The FEA program was a collaborative learning experience, and many of us think it would be great for such opportunities to continue. Intervision is an idea that involves group learning via peer coaching and sharing. We want to put that on the front burner, expecting that there will be other FEAs who would also be interested in setting up groups for this. Join hosts Steve Legler and…
Find out more »June 2021
Family Enterprise Advisor Program Q & A
Interested in learning more about the Family Enterprise Advisor (FEA) Program? Join us for this informative session with hosts Tim Mohr, Business Development Manager, FEA Program and Russel Baskin, National Director, Education & Programming, Family Enterprise Canada. 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…
Find out more »FEA Community Update
To keep you in the 'know' with all that's happening here at Family Enterprise Canada, we've planned two dates for you to connect with your peers, and learn about all the new programs, events and resources designed specifically for FEAs! As special guests, FEA Ambassadors will join the session to share our vision of this incredible FEA Community . We encourage you to ask questions and explore your membership opportunities. Please reserve your seat today! Event Details When Who Can…
Find out more »FEA – Community Call: Engaging the Rising Generation in a Digital Age
How do we motivate todays youth to reduce their screen time and be more productive? In today's world, technology is very important however, how much is too much? What about all the other important skills our children need to learn? This is the question many parents likely wonder about these days. Let's discuss some ideas and strategies through the lens of the family business. Can we leverage the opportunities the family business presents to help build these skills? How will…
Find out more »FEA Community Update – Take 2
To keep you in the 'know' with all that's happening here at Family Enterprise Canada, we've planned two dates for you to connect with your peers, and learn about all the new programs, events and resources designed specifically for FEAs! Susan St. Amand, Interim Board Chair and FEA Ambassadors Holly Simmons and Jeff Noble will join the session to share their experiences in our incredible community. We encourage you to ask questions and explore your membership opportunities. If you weren't…
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