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June 2020

FBN Canada Community Conversation

June 11, 2020 @ 3:00 pm - 4:00 pm EDT

We would like to welcome you to join us for our next FBN Canada Community Conversation hosted by members; Pierre Morrisette, Founder and Executive Chairman, Pelmorex Corp and featuring Patricia Saputo, Chief Financial Officer of Placements Italcan Inc.  As members of two of Canada’s most well-known business families, and ‘Pioneers’ both, in establishing Family Offices, our conversation will focus on their unique perspectives and experiences, touching on their family governance structures, family meetings, creating and nurturing culture in the Now…

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The Hidden Assets of Uncertainty: A Family Enterprise Opportunity with Kim Schneider Malek

June 25, 2020 @ 1:00 pm - 2:00 pm EDT

In Conversation with Kim Schneider Malek  The Hidden Assets of Uncertainty: A Family Enterprise Opportunity  June 25 @ 1:00 pm - 2:00 pm EDT If we have learned anything during the past few months it is that the only certainty is uncertainty. So how might our enterprising families and our family enterprise clients strategically leverage the certainty of uncertainty? Join FEX in a virtual conversation with Kim Schneider Malek, Founder of Family Enterprise Alliance, moderated by Ruth Steverlynck, FEA, Questions…

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July 2020

FBN Canada Community Conversation – From Status Quo Philanthropy to Strategic Social Investing

July 7, 2020 @ 5:00 pm - 6:30 pm EDT

"Ultimately, it is individual leaders, making strategic decisions every day, that propel our people and planet forward—or set us back for generations." Join us for our next FBN Canada Community Conversation with our guests, Lisa Wolverton President, Wolverton Family Foundation & Chair, Board of Directors, and Renee Kaplan, CEO from The Philanthropy Workshop; a not-for-profit, charitable international organization dedicated to the mission to ‘Accelerate social impact by mobilizing a global network of strategic investors united by their commitment to unlock…

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The Multi Generational Advisor: What do Families Look For with Dennis Jaffe

July 16, 2020 @ 1:00 pm - 2:00 pm EDT

In conversation with Dennis Jaffe. The Multi Generational Advisor: What do Families Look For? July 16th @ 1:00PM - 2:00PM EDT Join FEX in a virtual conversation with Dennis Jaffe who is a globally renowned advisor to family enterprises with a desire for multi generational endurance. In his most recent book Borrowed from Your Grandchildren, Dennis shares his findings from interviews with over 100 global families who have curtailed the shirtsleeves to shirtsleeves proverb and are flourishing 100 years on.…

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September 2020

Webinar – Managing Conflict in Family Business with Blair Trippe

September 17, 2020 @ 2:00 pm - 3:00 pm EDT

Among the most important challenges that family business stakeholders will face is managing the unique conflict that impacts family enterprise. Join FEC in a virtual conversation with Blair Trippe, Managing Partner of Continuity Family Business Consulting and Wendy Sage-Hayward, MA, FEA, in which we will discuss how to approach both active conflict—when families fight—and passive conflict—when families get stuck, unable to make important decisions in a timely manner. Participants will leave understanding why conflicts in families that own and manage…

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FBN Canada – Community Conversation on Exploring Unity vs. Harmony in Enterprising Families

September 22, 2020 @ 5:00 pm - 6:30 pm EDT

Unity or Harmony? Siblings bring with them natural differences in skill sets, style and personality traits. If these varieties to life and business are seen as complications rather than strengths, the family can start to feel fragmented and uneasy. Long-lasting business families achieve alignment by recognizing and applauding differences in family members and investing energy in finding the highest and best use for each person. One family member may excel in financial management, another in esthetics, another in engineering, another…

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October 2020

FBN Canada – The 2020 Edelman Trust Barometer: Insights into Global Family Businesses

October 20, 2020 @ 11:00 am - 12:30 pm EDT

Implications for Family Business report shows a moment of reckoning for family businesses. Although family business remains more trusted than non-family business around the world (82% vs 79%), family business employees still view their employer as falling short on expectations. More than half (51%) of family business employees agree that their employers are not meeting the challenges of the pandemic with expected levels of competence. For example: compared to non-family businesses, family business employees are more concerned about job loss…

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Webinar – Leading Family Enterprise Through COVID and Beyond

October 22, 2020 @ 1:00 pm - 2:00 pm EDT

This time of challenge and change is also a powerful learning opportunity for family enterprises and their leaders. Join FEX, WATSON and our family enterprise panelists as we learn from the experiences of family enterprise leaders, the findings from the Family Business Pulse Survey, and emerging insight into what has helped leaders and businesses survive and thrive. We’re looking forward to a conversation with our panelists and with you - positioning family enterprise to strengthen as we move forward. We’ll…

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November 2020

Webinar – Beyond the Plan: Bringing Trusts to Life

November 12, 2020 @ 1:00 pm - 2:00 pm EST

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…

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Families Summit of Minds 2020

November 20, 2020 - November 21, 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

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