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October 2020
FEA – Community Call: Multi-Disciplinary Advising: Does it really work?
As FEAs we learn about Multi-Disciplinary Advising for the first time during the FEA Program. However, even with the opportunity to put this concept to work in true collaboration during the project, many advisors struggle. This struggle seems to continue after advisors have gained the FEA designation and continue to work with their family enterprise clients. There are a number of reasons why MDA is a challenge. We will explore some of these reasons together as we ask ourselves and…
Find out more »FBN Canada – The 2020 Edelman Trust Barometer: Insights into Global Family Businesses
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…
Find out more »FEC Family – Meet-Up & Conversation on Consistency During Unexpected Leave of Absence
With family members and employees being sent home to isolate for minor symptoms how do you support your family and business? During our discussion we will discuss how to maintain professionalism/work structure and still be a supportive employer during this time. (How to keep your “Family” culture and manage these unusual times). Join us online for a casual chat with other family business members about what’s happening with your family and family enterprise during this unprecedented time. Your FEC Community is…
Find out more »November 2020
FEA – Case Clinic: For Money or Love? (CE)
Financial and Emotional Considerations in the Continuity of a Family Firm This case clinic will add to the knowledge and skills gained in the FEA Program “Continuity Planning” module. The session will delve into the complex interplay between family emotions, financial considerations, and the needs of the business, as the owning family wrestles with the transition process. This will be an interactive workshop where participants will address family strategy and family dynamics that are impacting the succession process. In small…
Find out more »FEA – Community Call: COVID-19 through the Lens of the Three-Circle Model
In this community call, join host Susan Brown as we discuss how the pandemic is impacting and shifting the interests of family members and key non-family executives in each of the three circles. As strategic advisors we know that what impacts one part of the system will have a ripple effect throughout the enterprise. How do we help, support and prepare our clients to address these complicated challenges that need technical, relational and emotional responses across the system. https://johndavis.com/three-circle-model-family-business-system/ Thoughts…
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