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May 2022

Symposium 2022 (SOLD OUT!)

May 30 - June 1
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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June 2022

Family Peer Program Workshop (Half Day) at Symposium

June 2 @ 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 @ 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 @ 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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