Schedule

Please note:  Full schedule to be confirmed. Sessions will NOT be recorded - make sure you attend live!

DAY 1

Monday, May 29, 2023
2:00 PM - 9:00 PM EDT
time-shape-top
2:00 PM EDT
Registration Opens

Come register, grab your name badge and a welcome package before FEYA and the rest of Symposium begins!

Location: French Corridor & La Terrasse

4:30 - 9:00 PM
National Family Enterprise of the Year Award
(FEYA) Celebration

Established in 1986, the Family Enterprise of the Year Award (FEYA) is given annually to celebrate the achievements of Canadian family businesses and the considerable contribution they make to their local communities and our national economy.

Moderator: Karen Brookman, WCD

2022 National FEYA Finalists:

  • BC Finalist: Cove Continuity Advisors Inc. (Geiss Family)
  • ON Finalist: DriverCheck Inc. (Page Family)
  • Prairies Finalist: Vesta Wealth Partners Ltd. (Fortmuller Family)

FEYA Schedule:

  • 4:30 PM – Welcome Cocktails and Networking
    • Laurier Room and La Terrasse
  • 5:30 PM – FEYA Program and Award Ceremony
    • Ballroom
  • 7:00 - 9:00 PM – Celebration Cocktail and Standing Dinner Reception
    • Laurier Room and La Terrasse

Learn more about FEYA

DAY 2

Tuesday, May 30, 2023
7:30 AM - 8:00 PM EDT
7:30 AM EDT
Educational Breakfast

Enjoy a wonderful breakfast while learning and connecting with your family, friends and colleagues alongside Matt Knight of Alberta Business Family Institute (ABFI), James Price of Telfer School of Management and Katrina Barclay of Family Enterprise Legacy Institute (FELI). This is a great chance to learn with other members and make new friends before our day begins!

Location: Ballroom

8:30 AM EDT
Land Acknowledgement & Indigenous Welcome

Please join us and our Board Chair, Susan St. Amand, for a land acknowledgement and a discussion surrounding what "family enterprise" means to the indigenous community.

Facilitator: Julie Westeinde, Breakthrough Learning Connections

Location: Ballroom

8:35 AM EDT
Welcome to Ottawa

Join our community as we hear welcoming remarks from our Board Chair, Susan St. Amand and special guest Mark Sutcliffe, Mayor of Ottawa.

Location: Ballroom

9:00 AM EDT
Welcome to Symposium

Hear opening remarks from Bill Brushett, President & CEO of Family Enterprise Canada, before our emcees, Steve Legler and Julia Chung, kick off our first full day at Symposium 2023!

Location: Ballroom

9:30 AM EDT
James A. Burton and Family Foundation:
The Family Journey

Come hear from Jim Burton and members of his family about how the Burton family went from a single entrepreneur to a family business, and then to a family enterprise with a foundation focused on positive impact for the generations to come.

Facilitators:

Location: Ballroom

10:30 AM EDT
Networking Break

Enjoy a nutritional break with your family, friends and colleagues.

Location: French Corridor

11:00 AM EDT
Keynote: The Myth of the Silver Spoon

Wealth can cast a long shadow of unique challenges for the next generation of a business family. Hear Kristin Keffeler speak about those who grow up affluent and the erroneous perception that their lives are free from real hardship.

Keynote Speaker: Kristin Keffeler, Illumination360

Location: Ballroom

12:00 PM EDT
Networking Lunch

Enjoy lunch with your family, friends and colleagues. This is another great opportunity to catch up with other members of our community, or to make new friends!

Location: Adam Room & MacDonald Room

1:30 PM EDT
Workshop: Maximizing Engagement in Family Enterprise Continuity

Facilitator: Wendy Sage-Hayward, The Family Business Consulting Group

Location: Ballroom

3:00 PM EDT
Networking Break

Enjoy a nutritional break with your family, friends and colleagues.

Location: French Corridor

3:30 PM EDT
Panel: Ask the Experts Anything!

Use this opportunity to ask your questions, hear from your peers and learn together in an interactive session where experts will support your learning journey.

Moderator:

Grant Conroy, Genus Capital Management

Panelists:

Location: Ballroom

4:45 PM EDT
Lessons From the Day

Missed a session? Community Ambassadors who have been in today's sessions will share their three key learnings.

Facilitators: Julia Chung and Steve Legler

Location: Ballroom

5:00 PM EDT
Evening Networking Break

Use this time to relax, explore beautiful downtown Ottawa, make new connections or prepare for dinner.

Location: French Corridor

6:00 PM EDT
Dine Arounds

Join an intimate group of your family business or FEA peers for a casual dinner and lively conversation, guided by one of our Community Ambassadors. Groups will “dine around” at various locations in Ottawa.

Please note: Guests will cover their own food and beverage.

DAY 3

Wednesday, May 31, 2023
7:30 AM - 3:30 PM EDT
7:30 AM EDT
Breakfast Buffet

Enjoy breakfast with your family, friends and colleagues. This is a great chance to catch up with other members of our community or to make new friends before our last day of Symposium begins!

Location: Ballroom

8:30 AM EDT
Welcome Back

Start the last full day at Symposium with an overview of today's agenda.

Location: Ballroom

8:40 AM EDT
Family Enterprise Foundation: Insights, Research, Funding and Sustainability

Hear highlights on recent research and future endeavors with messages from our affiliates and partners on how we work together and why collaboration is important to our community.

Speaker:

  • Thomas Clark, Family Enterprise Canada

Location: Ballroom

9:10 AM EDT
Keynote: Wealth of Wisdom

Don't miss this keynote address from Tom McCullough, Chairman & CEO, Northwood Family Office and co-author of three books, including the newly released, Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors.

Speaker: Tom McCullough, Northwood Family Office

Location: Ballroom

10:15 AM EDT
Networking Break

Enjoy a nutritional break with your family, friends and colleagues.

Location: French Corridor

10:30 AM EDT
Panel: New Canadian Family Enterprise Stories

Hear stories from three incredible families and how their journeys from different beginnings landed them here in our community!

Moderator: Keita Demming, The Covenant Group

Panelists:

Location: Ballroom

11:30 AM EDT
Networking Break

Enjoy our final nutritional break with your family, friends and colleagues!

Location: French Corridor

11:45 AM EDT
Concurrent Family Session

Family Members and NextGens — Please join us for this session with your family, friends and peers on sustainable development in family business.

Topic: Family Business and Sustainable Development

Moderator: Gena Rotstein, Karma & Cents

Panelists:

  • Liz McBeth, Family Business For Sustainable Development Committee
  • Andrew Bryson, FBN International
  • Olivier Laquinte, Talsom
  • Steve Gordon, Regional Group
  • Sender Gordon, Regional Group

Location: Adam Room

Concurrent FEA Session

FEAs and FEA Candidates — Please join us for this session with your FEA peers and colleagues in the Canadian Room.

Topic: Coming to Agreement With the SAVI Model: Tonality Trumps Content

Facilitator: Dr. Ian Macnaughton, Ian Macnaughton & Associates Inc.

Location: Canadian Room

Concurrent Community Session

Please join us for this session with members from our whole family enterprise community.

Topic: Business Succession Planning: What Every Business Owner Needs to Know

Presenter:

Location: MacDonald Room

12:45 PM EDT
Networking Lunch

Enjoy lunch with your family, friends and colleagues. This is one last opportunity to catch up with other members of our community or make new friends!

Location: Ballroom

Progressive Members: There will be a VIP Lunch with speaker Tom McCullough, Northwood Family Office in the MacDonald Room.

2:00 PM EDT
Presentation:
Uniqueness of Governance for Family Business

Join us for our last presentation at Symposium!

Facilitator:

  • David R. Beatty, The David & Sharon Johnston Centre for Corporate Governance Innovation

Location: Ballroom

3:00 PM EDT
Closing Remarks

It's time to reflect on what we've learned at Symposium during these closing remarks from our community leaders. What should we takeaway from Symposium? What does family enterprise mean to you? What does this community mean to you?

Location: Ballroom