Interested in the Family Enterprise Advisor (FEA) Program? We will discuss the complexities of the field of family enterprise advising and Academic Director, Wendy Sage-Hayward, will discuss the core teachings of the FEA Program and how it can enhance your technical skills. We will explain the qualifications required to be accepted into the Program and the application process. Details will also be provided on the upcoming cohorts, course modules, family business team project, certification process and the benefits of being…
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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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We are excited to host the National Family Enterprise of the Year Award (2021) celebration in-person at Family Business Symposium in Vancouver! We invite you to join us as we honour and celebrate the family enterprise community and our four Finalists: Gerrie Electric Wholesale Limited, GROUPE AGF INC., Kalesnikoff, and WCD (please see below for more information on these outstanding family businesses). Established in 1986, the Family Enterprise of the Year Award (FEYA) is given annually by Family Enterprise Canada…
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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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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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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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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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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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You chose our community to be your safe space. Come see how you can make the most of it! In this information session, you will hear about the events, programs, and resources you can experience & enjoy with your peers. Whether you are an existing member or new to our community, save your seat to discover all the opportunities you can embrace to empower your journey as a Family Business in the Foundational Experience or as a Family Enterprise Advisor…
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Join us for our Annual General Meeting (AGM). All members in good standing are encouraged to attend. You are required to register in advance in order to participate. Event Details When Where Online via Zoom Relevant Documents and Forms View the Official Notice Member Voting and Proxy Form Annual Report 2021-2022 Register Now
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