Schedule

Please note:  Sessions will NOT be recorded - make sure you attend live!

DAY 1

Tuesday, April 20
2021
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12:00 PM EDT
Opening Conversation

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
Concurrent Workshops
  1. Mapping the Complexity of Ownership
    Presented by Gaia Marchisio and Thompson Turner

  2. Senior Leadership Evaluation in the Context of a Family Enterprise
    Presented by Rachel O’Connor and Sharon Rudy, WATSON Inc.

  3. Family Business Continuity: Supporting Senior Members of the Family
    Presented by Barbara Benoliel

  4. Managing Competing Needs and Wants Inside Family Enterprises
    Presented by Judi Cunningham and Mike McGrannTelos Group

Learn more about the workshops

2:15 PM EDT
Break
2:30 PM EDT
Community Talks
  1. Wealth – A Blessing or a Curse?
    Facilitated by Victoria Brown

  2. Can You Have Too Many Experts?
    Facilitated by Julia Chung and Jeff Noble

  3. Why Self-Care in the Time of COVID Isn’t Selfish
    Facilitated by Deena Chochinov

  4. Transferring Ownership is a Process Best Described as a Relay Race
    Facilitated by Danielle Saputo

  5. The Ins and Outs of In-Laws and Family Business
    Facilitated by Gary Benson, Gabriel Dhahan and Kaely Dyck

  6. What About Family Members Who AREN'T in the Business?
    Facilitated by Steve Legler and Monica Clare

  7. Me, Myself and My Family: The Importance of Individuality in the Family Enterprise
    Facilitated by Vincent Valeri

  8. What is the Role of Humility in Leadership?
    Facilitated by David R. Smith

Learn more about the Community Talks

3:30 PM EDT
End of Day 1

DAY 2

Wednesday, April 21
2021
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11:30 AM EDT
A Regal Challenge (Workshop)
  1. A Regal Challenge: Queen Elizabeth II Needs Your Help to Sort Out Her Family Business
    Presented by David Simpson

Learn more about the workshops

12:00 PM EDT
Concurrent Workshops
  1. Dear Therapist, My Spouse Works in a Family Business...
    Presented by Donald Opatrny and Keith Michaelson, Lovins Group

  2. Beyond Good Intentions: Business Owning Families and Social Impact
    Presented by Robert Nason

Learn more about the workshops

1:00 PM EDT
Break
1:15 PM EDT
Community Talks
  1. Why Self-Care in the Time of COVID Isn’t Selfish
    Facilitated by Deena Chochinov

  2. Transferring Ownership is a Process Best Described as a Relay Race
    Facilitated by Danielle Saputo

  3. Resiliency of Family Businesses
    Facilitated by Naim Ali

  4. What Does It Take to Be an Effective Shareholder in a Family Business?
    Facilitated by Gerry Meyer

  5. What About Family Members Who AREN'T in the Business?
    Facilitated by Steve Legler and Monica Clare

  6. The Sibling Effect: What’s Required to Successfully Prepare for a Sibling Partnership?
    Facilitated by Holly Simmons

  7. Women Leading Family Firms
    Facilitated by Monette Malewski and Lianne Ulin

  8. Family Meetings
    Facilitated by Chris Reichert

Learn more about the Community Talks

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 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 Family Enterprise of the Year Award. This is a celebration not to be missed!

National FEYA Finalists:

  • Akhurst Machinery Limited
  • Burnbrae Farms
  • Schinkel Properties Inc.

Learn more about FEYA

4:00 PM EDT
End of Day 2

DAY 3

Thursday, April 22
2021
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12:00 PM EDT
Community Talks
  1. "Baa Baa Black Sheep Have You Any Pull?"
    Facilitated by Michael Louie

  2. Resiliency of Family Businesses
    Facilitated by Naim Ali

  3. What Does It Take to Be an Effective Shareholder in a Family Business?
    Facilitated by Gerry Meyer

  4. What is the Role of Humility in Leadership?
    Facilitated by David R. Smith

  5. The Sibling Effect: What’s Required to Successfully Prepare for a Sibling Partnership?
    Facilitated by Holly Simmons

  6. Communication and Conflict Management
    Facilitated by Shauna Feth

  7. Me, Myself and My Family: The Importance of Individuality in the Family Enterprise
    Facilitated by Vincent Valeri

  8. Family Constitutions
    Facilitated by Patrick O'Connor

Learn more about the Community Talks

1:00 PM EDT
Break
1:15 PM EDT
Concurrent Workshops
  1. Mapping the Complexity of Ownership
    Presented by Gaia Marchisio and Thompson Turner

  2. Senior Leadership Evaluation in the Context of a Family Enterprise
    Presented by Rachel O’Connor and Sharon Rudy, WATSON Inc.

  3. Dear Therapist, My Spouse Works in a Family Business...
    Presented by Donald Opatrny and Keith Michaelson, Lovins Group

  4. Managing Competing Needs and Wants Inside Family Enterprises
    Presented by Judi Cunningham and Mike McGrannTelos Group

Learn more about the workshops

2:15 PM EDT
Break
2:30 PM EDT
Closing NextGen Panel

NextGen panel for the whole community with Aaron Berman, Chris Massie and Bonnie Irwin, moderated by Krista Han.

3:30 PM EDT
End of Day 3