DAY 1
Monday, May 29, 2023
2:00 PM - 9:00 PM EDT
2:00 PM EDT
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
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
DAY 2
Tuesday, May 30, 2023
7:30 AM - 8:00 PM EDT
7:30 AM EDT
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
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
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
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
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:
- Wendy Sage-Hayward, The Family Business Consulting Group
- Susan St. Amand, Sirius Financial Group
Location: Ballroom
10:30 AM EDT
Enjoy a nutritional break with your family, friends and colleagues.
Location: French Corridor
11:00 AM EDT
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
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
Facilitator: Wendy Sage-Hayward, The Family Business Consulting Group
Location: Ballroom
3:00 PM EDT
Enjoy a nutritional break with your family, friends and colleagues.
Location: French Corridor
3:30 PM EDT
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:
- David R. Beatty, The David & Sharon Johnston Centre for Corporate Governance Innovation
- Peter Jaskiewicz, Family Enterprise Legacy Institute (FELI)
- Kristin Keffeler, Illumination360
- Tom McCullough, Northwood Family Office
Location: Ballroom
4:45 PM EDT
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
Use this time to relax, explore beautiful downtown Ottawa, make new connections or prepare for dinner.
Location: French Corridor
6:00 PM EDT
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
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
Start the last full day at Symposium with an overview of today's agenda.
Location: Ballroom
8:40 AM EDT
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
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
Enjoy a nutritional break with your family, friends and colleagues.
Location: French Corridor
10:30 AM EDT
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:
- Phyllis Bourne, BGEI Family of Companies
- Monette Malewski, M Bacal Group
Location: Ballroom
11:30 AM EDT
Enjoy our final nutritional break with your family, friends and colleagues!
Location: French Corridor
11:45 AM EDT
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
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
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:
- Jeff Halpern, TD Wealth
Location: MacDonald Room
12:45 PM EDT
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
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
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