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March 2022

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

NextGen Knowledge Sharing

April 7, 2022 @ 3:00 pm - 4:30 pm EDT

Ever thought of being an entrepreneur and create something uniquely yours, but not sure how this could fit in your family enterprise and legacy? Let's look at Intrapreneurship as an option. Intrapreneurship is a way to capitalize on opportunities and minimize risks in the development of new projects/companies/product lines through the support of using your existing family enterprise structure and knowledge. To get started, all you need is a passionate and an innovative idea! Join us and Chris Massie, Co-founder…

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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

Connectons-Nous avec Entreprises Familiales Canada

May 12, 2022 @ 5:00 pm - 7:00 pm EDT

Entreprises familiales Canada vous invite cordialement à une soirée cocktail avec des entreprises familiales locales. Vous serez accueillis par nos membres ambassadeurs Steve Legler, conseiller en entreprise familiale et Lianne Ulin, de l'entreprise familiale Groupe M Bacal. Les places sont limitées afin de créer un environnement accueillant et de faciliter les échanges. Détails de l'évènement Quand Où ALT HOTEL MONTREAL 120 Peel Street, Montreal, Quebec, H3C 0L8   Contact Leah DiRenzo ldirenzo@familyenterprise.ca S'inscrire maintenant Veuillez Noter: Nous nous conformerons à tous…

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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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NextGen Social at Symposium

May 30, 2022 @ 7:30 pm - 10:00 pm PDT

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…

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June 2022

Family Peer Program Workshop (Half Day) at Symposium

June 2, 2022 @ 8:30 am - 12:00 pm PDT

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…

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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

NextGen Knowledge Sharing: Funding Options to Buy Shares and Make Acquisitions

July 14, 2022 @ 3:00 pm - 4:30 pm EDT

Come out and learn about all the options there are available to you and how to access them when you are looking to do ownership succession and/or company growth as you move through being a NextGen into being a Now Gen! Hear from FEAs Dan Brintnell, Managing Director at Overbay Capital Partners and Jeff Noble, Director, Business and Wealth Transition Private Client Services at BDO, as they share their knowledge, expertise, and experience with you to ensure you are looking…

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