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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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September 2022

Community Call: Sustainability 101 – Where Do We Go From Here?

September 15, 2022 @ 1:00 pm - 2:00 pm EDT

The September 15th Community Call will provide an overview of the Family Business for Sustainable Development initiative, a lively presentation on Sustainability 101, as well as an opportunity for us to come together as a community to engage in conversion about this important issue. This is an opportunity to learn and share how we can collectively and individually take steps to building a better world for future generations in a safe space. We will start by demystifying the sustainability movement…

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October 2022

NextGen Knowledge Sharing: Sibling Partnership

October 6, 2022 @ 3:00 pm - 4:30 pm EDT

Join us online for a conversation with sisters, Heather and Elaine Gerrie from Gerrie Electric as they share how they managed a successful sibling partnership over decades as the family business grew. They are now preparing the next generation - three cousins - to take over the booming family enterprise and will share their tips on this transition in the making. Join other NextGen family business members in a highly engaging and interactive session. Take this time with your NextGen…

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Family Business Tour – Lowe-Martin Company Ltd

October 20, 2022 @ 9:30 am - 11:30 am EDT

Family business tours have always been a hit with the Family Enterprise Canada community as they provide an opportunity to bring the community together in a casual and fun environment to learn more about a local family enterprise. The Griffin Family have offered to host the community at their Lowe-Martin Company Ltd head office in Ottawa – join us for a tour of this interesting location and learn how the Giffin’s have successfully moved to G-2 of their enterprising family!

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