Program

Full schedule to be confirmed. Sessions will NOT be recorded, so make sure you attend live!

Pre-Symposium Programming

Important Note:
These events take place before Symposium begins. Please be mindful when booking your travel and hotel.

time-shape-top
For NextGens: Pre-Symposium Retreat

NextGens! We are thrilled to once again host this Pre-Symposium NextGen Retreat, starting with dinner on Sunday, May 26 and then a day of learning on Monday, May 27 right before Symposium begins.

This retreat starts before Symposium, so please be mindful of these dates when booking your travel and hotel.

Please note: This retreat requires separate registration. Get more details →

For FEAs: Integrating FEA Into Your Practice

Deepen your understanding of family enterprise advising and learn new tools to add to your practice by participating in this newly developed workshop, taking place just before Symposium begins on Monday, May 27.

This workshop starts before Symposium, so please be mindful of these dates when booking your travel and hotel.

Please note: This workshop requires separate registration. Get more details →

DAY 1

Monday, May 27
time-shape-top
Registration Opens

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

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.

2023 National FEYA Finalists:

  • British Columbia Finalist: Nicola Wealth and the Nicola Family
  • Ontario Finalist: Zavitz Insurance & Wealth and the Zavitz Family
  • Prairies Finalist: Sunterra Group of Companies and the Price Family

Learn more about FEYA

DAY 2

Tuesday, May 28
Breakfast

Enjoy a wonderful breakfast while learning and connecting alongside your family, friends and colleagues before our day begins!

Welcome to Symposium

Hear opening remarks and an introduction to Symposium from our community leaders.

Indigenous Welcome & Land Acknowledgement

Please join us for a land acknowledgement and some important remarks.

From the Calgary Foundation: Land Acknowledgement Video

An Inspiring Family Business Story

To kick off our program, please join us as we hear a powerful and compelling family business story.

Networking Break

Enjoy a break and catch up with your family, friends and colleagues.

Concurrent Family Discussion

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

Topic: The Impact of Leadership Transitions

Concurrent FEA Session

Title:
The Crossroads of Continuity: Deciding the Fate of the Family

Description:
Embark on a journey through the intricacies of family enterprise continuity in this discussion panel. Our panel of advisors from diverse backgrounds will immerse you in a thought-provoking case study depicting a family wrestling with succession challenges. The panel will illuminate the complexities involved with the decision the family is facing as they contemplate an attractive offer they have received for their operating business.

During this engaging session, the panelists will offer invaluable insights from their respective fields of expertise. They will share strategies for supporting the family through a multi-disciplinary approach. This will take into account the impact their decision will have across the spectrum of the family’s wealth including the financial implications, the careers of the family members working in the business, as well as the broader social implications.

Whether you're a family business owner navigating continuity, or a professional seeking insights into multi-faceted advisory approaches, this session guarantees invaluable perspectives and actionable insights to navigate successful generational transitions.

Lunch

Enjoy a delicious lunch with the whole community!

Workshop: Life Cycle
Networking Break

Enjoy a break with your family, friends and colleagues.

Philanthropreneurism: A Modern Approach to Philanthropy

Speakers:
Kelly Willis-Green, Creator and Host of Serious Coin, and Jim Hayhurst, Investor and CEO of Hayven Advisory

Description:
This fireside chat will explore why the charitable sector is ripe for disruption and why donors need to think differently about where and how they direct their giving. Serious Coin creator and host, Kelly Willis-Green, will interview Jim Hayhurst, an award-winning CEO, community leader, investor, board member and advisor to impactful companies and non-profits.

Jim’s approach to philanthropy embraces innovation and risk. It looks more like venture philanthropy, or 'philanthropreneurism' as it’s been called, and less like traditional charity and cheque-writing.

Addiction and Mental Health w/ Jessica Holmes
Break / Free Time

Use this time to relax, explore Calgary and make new connections!

Ambassador 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 Calgary.

Please note: Attendees will be responsible for their dining expenses.

DAY 3

Wednesday, May 29
Breakfast

Enjoy a wonderful breakfast while learning and connecting alongside your family, friends and colleagues before our day begins!

A Message From Our Community Leaders

Please join us as we give thanks to our community's supporters and recognize the importance of supporting family enterprise.

Family in Business vs. Family of Business
Concurrent Family Discussion

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

Topic: Wellness

Concurrent FEA Session

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

Topic: Domains of Wealth

Networking Break

Enjoy a break with your family, friends and colleagues.

Sustainability and ESG in Family Businesses: Driving Impact, Creating Value

Speaker:
Dr. Pramodita (Dita) Sharma, Schlesinger-Grossman Chair of Family Business at the Grossman School of Business, University of Vermont

Description:
Join us for an engaging plenary session as renowned family business expert, Dr. Pramodita Sharma, leads a discussion on the critical role of sustainability in building resilient family enterprises.

In an era where societal and environmental challenges are increasingly urgent, family enterprises are uniquely positioned to drive positive change while creating long-term value for stakeholders.

This interactive session will delve into the multifaceted dimensions of sustainability and the complexities of integrating responsible environmental, social and governance principles into the business models of successful legacy firms. Insights gained from business families around the world at different stages of sustainability journey will be shared, and we will explore the best practices and innovative approaches adopted by family businesses to thrive in a rapidly evolving landscape.

Lunch

Enjoy a delicious lunch with the whole community as we begin reflecting on what we have learned so far at Symposium.

Creating An Innovation Ecosystem: How Family Enterprises Are Shaping Alberta’s Technology Frontier

Facilitator:
Gena Rotstein, Co-Founder of Karma & Cents

Description:
Family enterprises have a defining role within Canada’s innovation ecosystem. In Alberta, we see this play out in a number of industries, from food to high-tech. This session explores this topic from three different family perspectives and will provide participants with ideas and questions to take back to their leadership teams on what role they want their family to play in the innovation ecosystem.

A Special Closing Presentation
Closing Remarks