
Past Events › NextGen
Events Search and Views Navigation
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…
Find out more »August 2021
Unleash Your Family Enterprise Canada Experience
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 2021
Future Ready: Preparing the Business System for the Generational Shift
Join us for an interactive and informative discussion with Paul and PJ Van Bree, of Van Bree Enterprises, 2019 Southwestern Ontario Family Enterprise of the Year Award Recipient, Jonathan Creaghan of J.D. Creaghan Group and Holly Simmons of Golden Lasso. Learn how Van Bree Enterprises has taken a human-centric approach to building capacity and capability throughout the business in an effort to prepare it for growth and succession. By focusing on the business system as a whole, the Van Bree…
Find out more »October 2021
Webinar – The Good, The Bad and The Ugly: Advisory Boards and What Family Businesses Need to Consider
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…
Find out more »