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July 2020

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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January 2021

FBN Canada – Community Conversation ‘Borrowed from your Grandchildren’

January 26, 2021 @ 5:00 pm - 6:30 pm EST

FBN Canada families are invited to join us for an unique opportunity to chat with Dennis Jaffe, Ph.D. Borrowed from your Grandchildren is a fascinating look at how large, long-lasting business families succeed across generations. Dennis Jaffe's latest book is based on interviews with 100 large, global families who have passed their 3rd generation of business together. Families who are successful in growing their wealth have been able to reinvent themselves and their business in the face of significant environmental…

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February 2021

FBN Canada – Chairs Cocktail Hour on Family Business as a Force for Good

February 25, 2021 @ 5:00 pm - 6:30 pm EST

“As a multi-generational business, West Canadian Digital Imaging has enjoyed a tradition of giving back to our community. We have found it to be engaging for our employees and given us a sense of purpose. Success to us means running a prosperous business that is able to give back, supporting our people to live fulfilling lives and ultimately leaving the world a better place. In today’s world, this is more important than ever” ~ Karen Brookman, CEO West Canadian Digital…

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May 2021

Progressive Insights – Family Offices

May 26, 2021 @ 5:00 pm - 6:30 pm EDT

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…

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