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FEA – Community Call: Intervision: What It Is, Why It’s Important, and How We Can Use It

May 20, 2021 @ 1:00 pm - 2:00 pm EDT

You probably haven't heard much about Intervision, but we'd like to change that. The FEA program was a collaborative learning experience, and many of us think it would be great for such opportunities to continue.

Intervision is an idea that involves group learning via peer coaching and sharing.  We want to put that on the front burner, expecting that there will be other FEAs who would also be interested in setting up groups for this.

Join hosts Steve Legler and Monica Clare for this opportunity to learn about Intervision, share your ideas and connect with your peers – register today!

After you've registered, supporting content to help you prepare for this call will be provided.

Register now

Event Details

When

()

Contact

Where

Online via Zoom. A Zoom meeting link will be emailed to registrants prior to the event.

CE Credit

FEAs who attend this event will receive 1 continuing education credit toward their FEA designation annual requirement.

Who Can Attend

This call is for FEAs by FEAs.

Interested in Hosting?

If you are an FEA designate in good standing and would like to host a FEA Community Call, please complete the Host Application Form here.

Hosts

Steve Legler Headshot 2018

Steve Legler

FAMILY LEGACY COACH & ADVISOR

Steve is a Family Legacy Advisor based in Montreal, Canada. He grew up in a business family, destined to take over the company his father had founded before he was born. After an unexpected liquidity event that occurred while he was still in his 20’s, he ended up managing their family office instead. He also married into a business family, where he has witnessed a number of other complex issues.

In 2013, he stumbled upon the Family Enterprise Advisor (FEA) program in Canada, which turned in to career-changing calling for him. Since then, he has been working with other business families as they face the challenges surrounding their intergenerational transitions.

Steve is the author of SHIFT your Family Business and Interdependent Wealth: How Family Systems Theory Illuminates Successful Intergenerational Wealth Transitions.

Monica Claire

Monica Clare

MONICA CLARE MANAGEMENT CONSULTANT

With a unique background in finance and mediation, coupled with a passion for culture and education, Monica has traveled the globe extensively – exploring all opportunities to continuously enhance her skill set and personal growth. Around the world she has had the good fortune to learn from some of the most renowned names in her field.

Having previously worked in accounting and finance with corporate giants Coopers and Lybrand (now PwC) and Rogers Cablesystems, Monica’s initial foray into business began with her family’s manufacturing company – Balthes Farm Equipment. Many years later, she went through the business transition process with her own parents’ company Kooljet Refrigeration Systems. This experience gave her first-hand knowledge about the complexities of family business systems and how challenging that transition can be.

Monica's experience, coupled with her holistic view of relationship management, supports her clients’ commitment to clarify their objectives and create a profitable, harmonious and sustainable future.

Details

Date:
May 20, 2021
Time:
1:00 pm - 2:00 pm EDT
Event Category:
Event Tags:
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Website:
https://family-enterprise-xchange.site-ym.com/events/register.aspx?id=1470774