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July 2020
FEA Community Call: Adapting to a Virtual World with our Family Enterprise Clients
Join us for the first FEA Community Call. For FEAs by FEAs. Online via Zoom. This month’s hosts Steve Legler, FEA and Ruth Steverlynck, FEA. WHAT is the PURPOSE? To enrich our FEA Community through: Connection: Peer Conversations Open discussions: on tough questions in a safe space Sharing of resources: so, we can all get better together Practice development: bridging the gap between completion of your designation and integrating learning to your own practice Learning: learning from the wisdom of…
Find out more »FEC Family Meet-Up & Conversation
Our FEC Family Community: Together at Home Topic: After COVID-19, will you keep working remotely or go back to “normal” office hours? Enjoy Social Distancing with Distant Socializing! Join us online at 3:00PM EDT 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 here to support, encourage and engage. We’ll take this time together to discuss what’s most important to you, share your insights…
Find out more »August 2020
FEA Community Call: Developing Ownership
Hosts: Judi Cunningham MA, CEPA, FEA and Vincent Valeri MBM, FEA Preparation: Please watch this FEC Webinar with presenter Dr. Josh Baron, Co-Founder & Partner at Banyan Global The webinar explores how owners and future owners of a family business can get started designing an ownership council. This webinar includes a review of essential roles of governance in family businesses and the Four Room governance model. Come prepared for a stimulating and vibrant discussion amongst your peers. For FEAs by…
Find out more »FEC Family Meet-Up & Conversation
Our FEC Family Community: Together at Home Topic: Getting back to business! Enjoy Social Distancing with Distant Socializing! Have you pivoted during the pandemic? Have you been closed for an extended period of time? Was everyone working remote in your company? Come and share what you have learnt and where you are planning to go as this “New Normal” starts to become a reality. Join us virtually for a casual chat with other family business members about what’s happening with…
Find out more »September 2020
FBN Canada – Community Conversation on Exploring Unity vs. Harmony in Enterprising Families
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…
Find out more »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…
Find out more »December 2020
FEC Family – Meet-Up & Conversation on Building Strategies to Overcome Challenges
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. Building Strategies to Overcome Challenges: Tips and Tools to Identify Opportunities, Communicate Effectively and Relieve Stress will focus on building resiliency and adapting in the face of adversity & stress by identifying business opportunities (rooted in unique family advantages / values / strengths and communicating effectively) with family members during a time of crisis. Your…
Find out more »Webinar – Stress, Health & Well-Being: Weathering the Tsunami and Aftershocks of a Global Pandemic
The unrelenting COVID-19 global pandemic is wreaking havoc in a myriad of ways and has touched nearly every segment of society. Add to this dynamic the fact that, unlike other types of crises family businesses may experience, the all-encompassing nature of the pandemic is disrupting the lives of your family members, employees, clients, customers and their families, as well, elevating their levels of stress and anxiety. This session will explore strategies for mitigating the adverse impacts of these unusual times…
Find out more »FEA – Community Call: Reflections 2020 – The good, the bad and the surprising
By the date of this call it will have been nine months since our lives changed, dramatically and irrevocably. It is becoming harder to remember life before COVID-19 or even what day of the week it is, as one day blends into the next. We have all had to adapt and change personally and professionally. And we have helped our clients do the same. When we reflect on this year it will be a year that we will remember, perhaps…
Find out more »January 2021
FEC Family – Meet-Up & Conversation on Resolutions You Need Peer Support On in 2021
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. This meet-ups conversation will be around bringing the resolutions you need peer support on in 2021. Your FEC Community is here to support, encourage and engage. We’ll take this time together to discuss what’s most important to you, share your insights and what’s on your mind. Stay connected, lean in and we will weather this…
Find out more »FEA – Community Call: Addressing the elephant in the room: How can you help your clients deal with family conflict?
Join host FEAs Vincent Didkovsky and Danielle Saputo in this open, facilitated discussion and conversation Addressing the elephant in the room: How can you help your clients deal with family conflict? After you've registered, supporting content to help you prepare for this call will be provided. Event Details When Contact Dawn Ainikkal dainikkal@familyenterprise.ca Where Online via Zoom. A Zoom meeting link will be emailed to registrants prior to the event. CE Credit FEAs who attend this event will receive 1…
Find out more »FBN Canada – Community Conversation ‘Borrowed from your Grandchildren’
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…
Find out more »Webinar – What Every Family Business Successor Needs To Know
Join Ruth Steverlynck in conversation with David C. Bentall, to discuss his new book, Dear Younger Me: Wisdom for Family Enterprise Successors. 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 (CE) credit toward their annual FEA designation requirement. Where Live Online via Zoom From the comfort of your home Contact Dawn Ainikkal, FEA Program Coordinator dainikkal@fexcanada.ca Hosts David C. BentallFounding Principal of Next…
Find out more »February 2021
Webinar – How Family Enterprises are Navigating Uncertainty
During the past year, we have all experienced a lot of turbulence — and there’s more ahead. As family business owners plan for the future, they’re having to be more flexible and consider multiple business scenarios. Join us on February 9th for our next panel with Julius Frohlich and Chris Massie where we will hear how far they are looking out and what they're doing differently during their planning as they try to navigate uncertainty. What are some of the…
Find out more »FEC Community – Social Purpose in Family Enterprise
Does your family business have a social purpose? A social purpose business is an enterprise that supports creating a better world. It is an engine for good, creating societal benefits by the very act of conducting business. Its growth is a positive force in society. Businesses around the world are redefining their role in society to foster business and societal success. They are adopting a “social purpose” to navigate turbulent times and attract & engage top talent and customers. To…
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