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November 2020
Webinar – Beyond the Plan: Bringing Trusts to Life
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…
Find out more »Next Gen – Knowledge Sharing and Social on Preparing for Success for 2021
Enjoy Social Distancing with Distant Socializing! Topic: Preparing for Success during turbulent times - A fire side chat and strategies to move forward in 2021 with special guest Gary Berman, President & Founder of BERMANFALK Hospitality Group. Gary will be sharing stories of his journey through other economic crisis’. Gary will also provide tips, strategies and concepts to think about for strategic planning to come back stronger in 2021 during these unprecedented time of a global pandemic. Join us online…
Find out more »Families Summit of Minds 2020
Join us virtually, November 20-21, 2020. Expect the same thought-provoking content and interactive discussions, yet via online videoconferencing. Download the Program at a Glance. Learn more
Find out more »January 2021
NextGen – Knowledge Sharing and Social on The 3 Hats of a Family Business
Join us online for a casual chat with other family business members about what’s happening with your family and family enterprise during this unprecedented time. Our special guest Richard Sifton will take the Family Enterprise “Three Circle” model and give you his real life story on how to be all three hats and still keep family harmony and business integrity, when to layer the hats and when, and how to remove ones at different times for the family and business’…
Find out more »March 2021
NextGen – Knowledge Sharing and Social: How to Leverage a Family Business
Being in a family business can have lots of advantages, but it is not all sunshine and rainbows. Join us for an “in the trenches” conversation on how to leverage being a family business. Dean Koeller has worked in his family business for over 24 years and as a 2nd generation, Dean has experienced the joys and trials of working closely with family. Dean will openly share his family story from being on the brink of throwing in the towel…
Find out more »May 2021
NextGen – Knowledge Sharing and Social: Being Thrown Into The Deep End
Join us online for a casual chat with other Next Gen family business members about what's happening with your family and family enterprise during this unprecedented time. Keith Brown, President and Founder, Financial Confidence Advisors Inc, will share his story, the hardships, challenges, and lessons learned along the way of being a 19-year-old, young and care-free person, who was obliged to suddenly take over and run his parents' business, one that was lacking supporting structures and was in no way…
Find out more »Progressive Insights – Family Offices
Exclusive to family members of our Progressive community. Please join us as we embark on a community conversation on family offices. What is a Family Office? "A family office is the purposeful, organized, and collective effort by family members, with the assistance of non-family professionals, to transition the soul, spirit and ethos of a family, and its tangible wealth, to subsequent generations." C. Cole Not everyone needs a family office. There must be a desire to stay connected for a…
Find out more »June 2021
Family – Meet-Up on The Succession Gap
We'll take this time together to discuss the succession gap: how, when, why you should prepare for the next generation of Leaders. How do you determine if your children want to lead the business, are they qualified and when should you introduce the younger generation into the business? Join us online for a casual chat with family business members about what's happening with your family and family enterprise during this unprecedented time. We'll be discussing what's most important to you,…
Find out more »Progressive Conversation – Finding Your Voice as Rising Leaders
Rising leaders often need to earn trust from current decision-makers and founders to start building their own path. Finding their voice as successors, in the family and the business, doesn't mean silencing the guidance of the senior generations. Often, it is the ability to amplify the conversations between them and with their peers. When the family moves past communication barriers, their cross-generational dynamics might become the most empowering element to their legacy's success. Join Margaret-Jean Mannix, Family Council Co-Chair, for…
Find out more »July 2021
NextGen – Knowledge Sharing and Social on Changing the Tires While the Car is Moving
Join us online for a casual chat with other NextGen family business members as we welcome Elizabeth (Liz) McBeth, MBA, President, Armour Valve Ltd., as she shares lessons learned during her 15+ year transition into leadership of her family's B2B industrial equipment business. Beginning as a newly minted MBA in an unfamiliar industry, to stepping into the role of president just prior to a global pandemic, she will share some of the challenges and hardships she faced both personally and…
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