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May 2020
FEC National AMBASSADOR Meet-Up
Join us for our first National Meet-up of FEC Community Ambassadors! We'll take this opportunity to share great news with you - including the launch of an improved member portal and the NEW FEC Community Feed. Please register online and we'll send you the Zoom link before the meet-up on Tuesday, May 26th, 1:00-2:00 PM EDT. We look forward to seeing you there!
Find out more »Webinar: Understanding Grief
The current pandemic has given rise to a wave of emotions that many of us have little experience of dealing with and often do not even know what they are. To help us better understand what me may be feeling and how to manage our feelings as well as help others, we are delighted to sit down with Dawn Schooler, counsellor, coach, teacher and FEA who will provide insights on grief: what it is, how it shows up and offer…
Find out more »June 2020
FBN Canada Community Conversation
We would like to welcome you to join us for our next FBN Canada Community Conversation hosted by members; Pierre Morrisette, Founder and Executive Chairman, Pelmorex Corp and featuring Patricia Saputo, Chief Financial Officer of Placements Italcan Inc. As members of two of Canada’s most well-known business families, and ‘Pioneers’ both, in establishing Family Offices, our conversation will focus on their unique perspectives and experiences, touching on their family governance structures, family meetings, creating and nurturing culture in the Now…
Find out more »Toronto 2 Cohort Meetup Social
Connect with your cohort in small group conversations. This networking event will utilize Zoom's Breakout Room function to allow a more relaxed discussion with one or two other participants. Facilitated by Russel Baskin, National Director & Programming, and Tim Mohr, Business Development Manager. Please note: This event is restricted to FEA Program Candidates enrolled in the Toronto 2 Cohort. Event Details When Thursday, June 11, 2020 4:30 - 5:30 pm EDT Where Online Meeting via Zoom Ontario Canada Registration To register,…
Find out more »July 2020
FBN Canada Community Conversation – From Status Quo Philanthropy to Strategic Social Investing
"Ultimately, it is individual leaders, making strategic decisions every day, that propel our people and planet forward—or set us back for generations." Join us for our next FBN Canada Community Conversation with our guests, Lisa Wolverton President, Wolverton Family Foundation & Chair, Board of Directors, and Renee Kaplan, CEO from The Philanthropy Workshop; a not-for-profit, charitable international organization dedicated to the mission to ‘Accelerate social impact by mobilizing a global network of strategic investors united by their commitment to unlock…
Find out more »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…
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