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February 2021

FEA – Community Call: RESILIENCE 2.0 How can we help our clients be more resilient?

February 18, 2021 @ 1:00 pm - 2:00 pm EST

Join host FEAs Claire Sutton and Grant Conroy to learn how you can help your clients be more resilient. Come prepared for this open, facilitated conversation amongst your peers: Please watch this 3-minute music video here and please read the following article: Building Your Resilience, American Psychological Association. If you wish to learn more about this topic, we recommend this additional reading: Resilience, Psychology Today Why embracing the Nordic concept of ‘friluftsliv’ could be the secret to better mental health…

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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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March 2021

Family Enterprise Advisor Program Q & A

March 3, 2021 @ 1:00 pm - 2:00 pm EST

Interested in learning more about the Family Enterprise Advisor (FEA) program? Join us for this informative session with hosts Tim Mohr, Business Development Manager, FEA Program and Russel Baskin, National Director, Education & Programming, FEX. We will discuss the complexities of the field of family enterprise advising and hear first-hand how FEA designates have implemented key concepts from the program into their practice. We will explain the qualifications required to be accepted into the FEA program and the application process.…

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NextGen – Knowledge Sharing and Social: How to Leverage a Family Business

March 4, 2021 @ 4:00 pm - 5:30 pm EST

Being in a family business can have lots of advantages, but it is not all sunshine and rainbows. Join us for an “in the trenches” conversation on how to leverage being a family business. Dean Koeller has worked in his family business for over 24 years and as a 2nd generation, Dean has experienced the joys and trials of working closely with family. Dean will openly share his family story from being on the brink of throwing in the towel…

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April 2021

Canadian Family Enterprise Forum

April 20, 2021 - April 22, 2021

Once a year, the family business community in Canada has the opportunity to come together and reconnect, make new connections, learn and grow. This year, it will happen virtually 12:00 - 4:00 PM EDT on April 20-22 at the Canadian Family Enterprise Forum, presented by Family Enterprise Xchange (FEX). Business families, small and large, across Canada are invited to join our community for this unique, family business-focused event!

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2020 National Family Enterprise of the Year Award Celebration

April 21, 2021 @ 2:30 pm - 4:00 pm EDT

This year we are excited to host the 2020 National Family Enterprise of the Year Award (FEYA) celebrations virtually at the Canadian Family Enterprise Forum! We invite you to join us as we honour and celebrate the family enterprise community and our three finalists, Akhurst Machinery Limited, Burnbrae Farms and Schinkel Properties Inc. Established in 1986, this award is given annually by FEC to recognize, celebrate and promote the achievements of Canadian family businesses and the considerable contribution they make…

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May 2021

NextGen – Knowledge Sharing and Social: Being Thrown Into The Deep End

May 6, 2021 @ 4:00 pm - 5:30 pm EDT

Join us online for a casual chat with other Next Gen family business members about what's happening with your family and family enterprise during this unprecedented time. Keith Brown, President and Founder, Financial Confidence Advisors Inc, will share his story, the hardships, challenges, and lessons learned along the way of being a 19-year-old, young and care-free person, who was obliged to suddenly take over and run his parents' business, one that was lacking supporting structures and was in no way…

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Webinar – Own it! How to Develop Family Enterprise Ownership Skills at Every Age

May 13, 2021 @ 12:30 pm - 1:30 pm EDT

Join Wendy Sage-Hayward in conversation with Gaia Marchisio, to discuss their new book, Own it! How to Develop Family Enterprise Owners Mindset at Every Age. Event Details When Who Can Attend Our entire FEC Family community is invited to attend. FEAs who attend this session will earn 1 continuing education credit toward their annual FEA designation requirement. Where Online via Zoom From the comfort of your home! Contact Chris Dohnal cdohnal@fexcanada.ca Presenters Wendy Sage-Hayward MA, FEASenior Consultant at the Family…

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FEA – Community Call: Intervision: What It Is, Why It’s Important, and How We Can Use It

May 20, 2021 @ 1:00 pm - 2:00 pm EDT

You probably haven't heard much about Intervision, but we'd like to change that. The FEA program was a collaborative learning experience, and many of us think it would be great for such opportunities to continue. Intervision is an idea that involves group learning via peer coaching and sharing.  We want to put that on the front burner, expecting that there will be other FEAs who would also be interested in setting up groups for this. Join hosts Steve Legler and…

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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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June 2021

Family Enterprise Advisor Program Q & A

June 8, 2021 @ 1:00 pm - 1:45 pm EDT

Interested in learning more about the Family Enterprise Advisor (FEA) Program? Join us for this informative session with hosts Tim Mohr, Business Development Manager, FEA Program and Russel Baskin, National Director, Education & Programming, Family Enterprise Canada. 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 Program and how it can enhance your technical skills. We will explain the qualifications required to be accepted into…

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FEA Community Update

June 9, 2021 @ 1:00 pm - 2:00 pm EDT

To keep you in the 'know' with all that's happening here at Family Enterprise Canada, we've planned two dates for you to connect with your peers, and learn about all the new programs, events and resources designed specifically for FEAs! As special guests, FEA Ambassadors will join the session to share our vision of this incredible FEA Community . We encourage you to ask questions and explore your membership opportunities. Please reserve your seat today! Event Details When Who Can…

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Family – Meet-Up on The Succession Gap

June 10, 2021 @ 4:00 pm - 5:00 pm EDT

We'll take this time together to discuss the succession gap: how, when, why you should prepare for the next generation of Leaders. How do you determine if your children want to lead the business, are they qualified and when should you introduce the younger generation into the business? Join us online for a casual chat with family business members about what's happening with your family and family enterprise during this unprecedented time. We'll be discussing what's most important to you,…

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FEA – Community Call: Engaging the Rising Generation in a Digital Age

June 17, 2021 @ 1:00 pm - 2:00 pm EDT

How do we motivate todays youth to reduce their screen time and be more productive? In today's world, technology is very important however, how much is too much? What about all the other important skills our children need to learn? This is the question many parents likely wonder about these days. Let's discuss some ideas and strategies through the lens of the family business. Can we leverage the opportunities the family business presents to help build these skills? How will…

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FEA Community Update – Take 2

June 23, 2021 @ 1:00 pm - 2:00 pm EDT

To keep you in the 'know' with all that's happening here at Family Enterprise Canada, we've planned two dates for you to connect with your peers, and learn about all the new programs, events and resources designed specifically for FEAs! Susan St. Amand, Interim Board Chair and FEA Ambassadors Holly Simmons and Jeff Noble will join the session to share their experiences in our incredible community. We encourage you to ask questions and explore your membership opportunities. If you weren't…

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Progressive Conversation – Finding Your Voice as Rising Leaders

June 23, 2021 @ 5:00 pm - 6:30 pm EDT

Rising leaders often need to earn trust from current decision-makers and founders to start building their own path. Finding their voice as successors, in the family and the business, doesn't mean silencing the guidance of the senior generations. Often, it is the ability to amplify the conversations between them and with their peers. When the family moves past communication barriers, their cross-generational dynamics might become the most empowering element to their legacy's success. Join Margaret-Jean Mannix, Family Council Co-Chair, for…

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July 2021

NextGen – Knowledge Sharing and Social on Changing the Tires While the Car is Moving

July 8, 2021 @ 4:00 pm - 5:30 pm EDT

Join us online for a casual chat with other NextGen family business members as we welcome Elizabeth (Liz) McBeth, MBA, President, Armour Valve Ltd., as she shares lessons learned during her 15+ year transition into leadership of her family's B2B industrial equipment business. Beginning as a newly minted MBA in an unfamiliar industry, to stepping into the role of president just prior to a global pandemic, she will share some of the challenges and hardships she faced both personally and…

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Webinar – The Future of Work: Are you Recovery Ready?

July 13, 2021 @ 1:00 pm - 2:00 pm EDT

Many indicators are saying that a boom is coming. While the excitement of increased sales, revenue, and profit is tantalizing; it is matched by the challenges of keeping and attracting talent, staying efficient, and the other pains associated with growth. Add to this that the pandemic has reshaped the expectations of many consumers and forced us to think about how we run our businesses. Are you ready? Do you have the tools that you need to get your team, your…

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FEA – Community Call: The Sibling Effect: What’s required to successfully prepare for a sibling partnership?

July 15, 2021 @ 1:00 pm - 2:00 pm EDT

Transitioning to a sibling partnership is a complex process. Not only will the business function differently, but siblings will require a new set of skills not necessarily modeled by the founding generation. Early in their careers, siblings focus on learning the ins and outs of the business, working in parallel with one another while relying on the founder for direction. They develop their own style, build leadership skills and find their niche. As conversations turn to succession, siblings can be…

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Progressive Conversation – Raising Children in an Enterprising Family

July 28, 2021 @ 5:00 pm - 6:30 pm EDT

Search "Raising Children in a Family Business" and you will be bombarded with 100's of articles, tips, tools - many of which include valuable information. What it doesn't provide you is the opportunity to share experiences with your peers - who are focused on the same issues as you are, with similar questions and a true passion to help you fulfill one of the most important missions of your life: raising the rising generation of your Enterprising Family. How can…

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August 2021

Unleash Your Family Enterprise Canada Experience

August 19, 2021 @ 2:00 pm - 3:00 pm EDT

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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September 2021

2021 Annual General Meeting

September 14, 2021 @ 2:00 pm - 3:00 pm EDT

Join us for the 2021 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 Tuesday, Sepetember 14, 2021 2:00 PM - 3:00 PM EDT Where Online via Zoom Voting Only members in good standing on the 31st day of July 2021, are entitled to vote through submission of the Member Voting and Proxy Form. Each Family Enterprise Canada Membership is entitled to one…

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Future Ready: Preparing the Business System for the Generational Shift

September 23, 2021 @ 4:00 pm - 5:30 pm EDT

Join us for an interactive and informative discussion with Paul and PJ Van Bree, of Van Bree Enterprises, 2019 Southwestern Ontario Family Enterprise of the Year Award Recipient, Jonathan Creaghan of J.D. Creaghan Group and Holly Simmons of Golden Lasso. Learn how Van Bree Enterprises has taken a human-centric approach to building capacity and capability throughout the business in an effort to prepare it for growth and succession. By focusing on the business system as a whole, the Van Bree…

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Family Enterprise Advisor Program Q & A

September 27, 2021 @ 12:00 pm - 12:45 pm PDT

Interested in learning more about the Family Enterprise Advisor (FEA) Program? Join us for this informative session with host Tim Mohr, Business Development Manager. 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 Program and how it can enhance your technical skills. We will explain the qualifications required to be accepted into the FEA Program and the application process. Details will also be provided on…

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Progressive Insights on Urgency of ESG Investment for Family Business Reputation

September 30, 2021 @ 5:00 pm - 6:30 pm EDT

As an enterprising family, you've been feeling the pressure: there's a call for change - and the ask is getting louder with the global pandemic, growing unrest against inequality, and alarming symptoms of climate crisis. Your employees, local communities and consumers expect your business to be ahead of the curve for sustainable development and positive impact. Will you rise to the challenge? Join us to discuss ways to exceed in these expectations and thrive in Environmental, Social and Governance (ESG)…

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October 2021

Webinar – The Good, The Bad and The Ugly: Advisory Boards and What Family Businesses Need to Consider

October 5, 2021 @ 1:00 pm - 2:00 pm EDT

Why are views on the value of advisory boards so mixed in the family enterprise community? The nature and circumstances of each enterprise and their advisory boards vary widely. Join us for this informative webinar where we will discuss the importance of your advisory board and the frustrations that come with it. What are the common threads? How do we decide when a board is important, and what kind of board is required? What are the things that make a difference…

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NextGen – Knowledge Sharing and Social on Lessons Learned Through 3 Generations to Ultimate Success

October 7, 2021 @ 4:00 pm - 5:30 pm EDT

Join us online for a casual chat with other NextGen family business members as we welcome Special Guest David C. Bentall, Founder of Next Step Advisors. David brings a lifetime of experience working in his own as well as with some of Canada's most well-known family enterprises. Having experienced ALL 3 options available to family successors - failure, success, and a sale - David brings both candor and honesty when sharing his personal and professional experience. David will share his…

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Family Enterprise of the Year Award – BC Celebration

October 14, 2021 @ 4:00 pm - 5:30 pm PDT

Family Enterprise of the Year Award (FEYA) season is back! Join us online for the BC FEYA celebration. It's time to come together to honour and celebrate this year's finalists - Kalesnikoff and Prestige Hotels & Resorts! For the past 35 years, our FEYA ceremonies have become a cornerstone of our community; giving us an opportunity to recognize and promote the achievements of Canadian family businesses. More than an award, FEYA is a reminder of how much family enterprises matter…

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FEA – Community Call: Unravelling the Dynamics

October 21, 2021 @ 1:00 pm - 2:00 pm EDT

Tension and friction are growing among shareholders and family members with hidden agendas, suspicion and power plays visible within the family business leadership.  Promised opportunities as a shareholder for the next generation are not being honoured.  The process and structures designed to measure the success of family members working in the business have been neglected.  Communication is experienced as manipulative, protective, and guarded ongoingly erodes the trust within family and shareholders.  The family, business and ownership governance created has become…

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November 2021

Webinar – The Value of Building a Gender Lens within Your Family Business Perspective

November 2, 2021 @ 1:00 pm - 2:00 pm EDT

This webinar will start a conversation with family business practitioners about the key role and influence that gender plays in the family business setting. We believe this work can help you smooth succession, access talent, understand conflict, and maintain healthy business family relationships. We will define gender and explore how it affects not only women but men, and also teams, families, businesses, and cultures. We will discuss two case studies from the field that will highlight key challenges related to…

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