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May 2022
Symposium 2022 (SOLD OUT!)
NextGen Social at Symposium
Join us for this opportunity to finally socialize again in person! Hosted by our NextGen Ambassador, Aaron Berman, this event is for anyone who is part of the next generation in their family business to come together in a more personal setting. Event Details When Monday, May 30, 2022 Will start shortly after our Family Enterprise of the Year Award celebration (around 7:30 PM PDT) Who Can Attend This social is open to members of our NextGen community and anyone…
Find out more »June 2022
Family Peer Program Workshop (Half Day) at Symposium
Our energy ebbs and flows, and we can certainly feel it. As family enterprise members, it is so important to take care of ourselves, not only for our family and business, but for us as individuals. This morning workshop will explore strategies to successfully manage our energy, so we can be our most optimal selves. We will look at how we manage stress, what recovery looks like and create new habits that will propel us forward. In this session, you…
Find out more »FEA Program Fireside Chat
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…
Find out more »Community Call: Challenges Faced by Retiring Business Owners and the Advisors Who Serve Them
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.…
Find out more »July 2022
NextGen Knowledge Sharing: Funding Options to Buy Shares and do Acquisitions
Join us online for a casual chat with other NextGen family business members. Come ready for a highly engaging session, including small group discussions in breakout rooms. Take this time with your NextGen peers to discuss what's most important to you, share your insights and what's on your mind. Event Details When Where Online via Zoom. Please note the link will be provided to you in advance Host Justine Zavitz, Zavitz Insurance Contact events@familyenterprise.ca Please Note: This event is only…
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