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Highlights of the Canadian Family Enterprise Forum

Once a year, the family enterprise community in Canada comes together to reconnect, make new connections, learn and grow. This year, we will gather virtually between 12:00 - 4:00 PM EDT on April 20-22 at the Canadian Family Enterprise Forum! Highlights include:

  Family storytelling
  Community talks
✓  Interactive workshops
  The national Family Enterprise of the Year Award (FEYA)
  See the full schedule

This is not a zoom call — Our platform provides the perfect opportunity for business families and Family Enterprise Advisors from around the country to experience a truly unique and interactive 3D experience.

Hear insightful stories from some of our community's prominent family businesses, celebrate family business excellence at the national Family Enterprise of the Year Award celebration and take part in family-focused discussions and workshops on the topics that matter most to Canadian business families.

Member Price

$275
+ applicable taxes

Non-Member Price

$375
+ applicable taxes

Who can attend: Non-member business families are welcome to attend — become a FEX member by April 9 and receive a complimentary ticket! Advisors must have the FEA designation or be in the FEA program to register.

Please note: FEAs who attend the Forum will earn their annual 7 CE credit requirement to maintain their FEA designation.


Have a question about attending the Forum? Contact us.

The Schedule

DAY 1

Tuesday, April 20
2021
time-shape-top
12:00 PM EDT
Opening Conversation with...

Margaret-Jean Mannix, FBN Canada Chair and
Nan-b de Gaspé Beaubien, Co-Chair and Founder, de Gaspé Beaubien Foundation

1:00 PM EDT
Break
1:15 PM EDT
Workshop 1

More details coming...

Workshop 2

More details coming...

Workshop 3

More details coming...

2:15 PM EDT
Break
2:30 PM EDT
Community Talks

Community Talks are opportunities for you to connect, discuss and share your experiences. These are 60-minute sessions with small groups of about 20-25 participants. Each Community Talk will be facilitated by one or two leaders on a topic of interest to business families. The facilitators will guide the discussion and encourage participation and debate.

More details to come...

3:30 PM EDT
End of Day 1

DAY 2

Wednesday, April 21
2021
time-shape-top
11:30 AM EDT
Workshop 1
A Regal Challenge

Presenter: David Simpson, Director, Business Families Centre, Ivey Business School

The Challenge:
Her Royal Highness, Queen Elizabeth II, needs your help to sort out her family business. Her grandson Prince Harry and his wife Meaghan Markle announced via social media (not at family a council meeting) that they would no longer be fulltime Royals. They have decided to create their own life plans outside the “business circle”. The Queen needs to respond and is quite aware that her actions will set precedents within the family circle, the business circle and the ownership circle, the owners being the Citizens of Great Britain. We need all your experience in or running a family business to identify the key communication challenges, the tactical implications of her response and the short and long term effects these decisions will have on her role as Head of State and head of the family business.

This will be a 90 minute workshop where you will be working in teams to discuss and prepare recommendations. There will be a case provided and a short video describing the roles of Monarchy in Great Britain and the particular style of the Queen’s grandson.

12:00 PM EDT
Workshop 2
Dear Therapist, My Spouse Works in a Family Business…

Presenters: Donald Opatrny and Keith Michaelson, Lovins Group

Objectives:  At the conclusion of this session, participants will be able to:

1. Identify the 6 common challenges facing couples in family business and how they impact the relationship.

2. Experience how the family business can become the third wheel in a relationship.

3. Explore a road-tested exercise for family business couples to move from drama to growth and intimacy.

Description:
Coming from the perspective that success in marriage and success in family business are not mutually exclusive, we will share six common challenges faced by couples in family business and examples from real couples in family businesses. We will explore how family business can become a source of conflict, a reliable diversion from deeper intimacy challenges or a catalyst for growth. Through an experiential process, participants will identify various ways in which the family business is like an additional partner in their relationship. There will be a brief demonstration of an exercise that all participants can use with their partners or clients to address pressing couple and/or business concerns. The session will end by inviting participants to share specific situations where help might be needed “for a friend.”

Workshop 3
Beyond Good Intentions: Business Owning Families and Social Impact

Presenter: Robert Nason, Associate Professor of Strategy and Organization and Desautels Faculty Scholar, Desautels Faculty of Management, McGill University

Objectives: 

1. Increase reflexivity about family social impact.

2. Increase knowledge of family social impact strategies.

3. Begin or extend a conversation about social impact in business owning families.

Description:
This workshop will engage families and advisors in thinking business-owning family social impact. We will discuss three O's of social impact: orientation, organization and operationalization. In doing so, we will explore why families should care about social impact, how they should structure it and principles of action for carrying out social impact. We will take a reflective approach and discuss how to advance conversations within business-owning families around social impact strategy.

1:00 PM EDT
Break
1:15 PM EDT
Community Talks

Community Talks are opportunities for you to connect, discuss and share your experiences. These are 60-minute sessions with small groups of about 20-25 participants. Each Community Talk will be facilitated by one or two leaders on a topic of interest to business families. The facilitators will guide the discussion and encourage participation and debate.

More details to come...

2:15 PM EDT
Break
2:30 PM EDT
Family Enterprise of the Year Award

Established in 1986, the Family Enterprise of the Year Award (FEYA) is given annually by Family Enterprise Xchange (FEX) to celebrate and promote the achievements of Canadian family businesses and the considerable contribution they make to both their local communities and our national economy. Each year, business families across Canada are nominated and recognized at regional FEYA celebrations. Each regional recipient is then considered for the National FEX Family Enterprise of the Year Award. This is a celebration not to be missed!

4:00 PM EDT
End of Day 2

DAY 3

Thursday, April 22
2021
time-shape-top
12:00 PM EDT
Community Talks

Community Talks are opportunities for you to connect, discuss and share your experiences. These are 60-minute sessions with small groups of about 20-25 participants. Each Community Talk will be facilitated by one or two leaders on a topic of interest to business families. The facilitators will guide the discussion and encourage participation and debate.

More details to come...

1:00 PM EDT
Break
1:15 PM EDT
Workshop 1

More details coming...

Workshop 2
Dear Therapist, My Spouse Works in a Family Business…

Presenters: Donald Opatrny and Keith Michaelson, Lovins Group

Objectives:  At the conclusion of this session, participants will be able to:

1. Identify the 6 common challenges facing couples in family business and how they impact the relationship.

2. Experience how the family business can become the third wheel in a relationship.

3. Explore a road-tested exercise for family business couples to move from drama to growth and intimacy.

Description:
Coming from the perspective that success in marriage and success in family business are not mutually exclusive, we will share six common challenges faced by couples in family business and examples from real couples in family businesses. We will explore how family business can become a source of conflict, a reliable diversion from deeper intimacy challenges or a catalyst for growth. Through an experiential process, participants will identify various ways in which the family business is like an additional partner in their relationship. There will be a brief demonstration of an exercise that all participants can use with their partners or clients to address pressing couple and/or business concerns. The session will end by inviting participants to share specific situations where help might be needed “for a friend.”

Workshop 3

More details coming...

2:15 PM EDT
Break
2:30 PM EDT
Closing Remarks

More details coming soon.

3:30 PM EDT
End of Day 3

Pricing

Non-Members

$375
  • + applicable taxes

FEX Members

$275
  • + applicable taxes

Become a Member

  • Interested in joining FEX?