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FEA Community Call: Adapting to a Virtual World with our Family Enterprise Clients
July 23, 2020 @ 1:00 pm - 2:00 pm EDT
Join us for the first FEA Community Call. For FEAs by FEAs. Online via Zoom.
This month’s hosts Steve Legler, FEA and Ruth Steverlynck, FEA.
WHAT is the PURPOSE?
To enrich our FEA Community through:
- Connection: Peer Conversations
- Open discussions: on tough questions in a safe space
- Sharing of resources: so, we can all get better together
- Practice development: bridging the gap between completion of your designation and integrating learning to your own practice
- Learning: learning from the wisdom of each other.
What is the FORMAT?
Each call will feature a thought provoking question that will be asked by the host(s) based on an FEA related topic, article, podcast or webinar that will be referenced for prereading/watching with the sole purpose of stimulating a vibrant discussion amongst peers.
The first 10 – 15 minutes the host(s) will set the context and/or frame the question. The rest of the time will be open facilitated discussion and conversation.
The topic and host(s) will change each month. (We’re encouraging co-facilitated calls.)
A short evaluation will be sent out after each call that will include a request for topics of interest to FEAs and a call for FEAs wishing to host.
Interested in HOSTING?
Find out what you need to know to host an FEA Community Call here:
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.
Future FEA Community Calls will occur on the third Thursday of every month at 1:00 pm EDT. Save the date for the next FEA Community Call on August 20, 2020.
Thursday, July 23, 2020
1:00 PM - 2:00 PM EDT
2:00 PM ADT/ 12:00 PM CDT/ 11:00 AM MDT/ 10:00 AM PDT
Online via Zoom. A Zoom meeting link will be emailed to registrants prior to the event.
CE Credits for FEAs
FEAs who attend this event will receive 1 continuing education credit toward their FEA designation annual requirement.
Steve Legler, MBA, CPCC, FEA
Steve Legler 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.
He works with family clients as a facilitator, and sometimes as a mediator. He also does individual coaching with family members. He recognizes how complex the world of family wealth transitions can be, and prides himself on knowing how to be a great resource for his clients.
He is the author of SHIFT your Family Business (2014) and Interdependent Wealth: How Family Systems Theory Illuminates Successful Intergenerational Wealth Transitions (2019)
He is active in many associations for professionals who work with families; a member of the FEA Council of the Family Enterprise eXchange (FEX); a member of the Wisdom Expedition of the Purposeful Planning Institute (PPI); and a member of the faculty of the Family Firm Institute (FFI) global education network (GEN) program.
Ruth Steverlynck, LL B (hons), FEA
Ruth Steverlynck is a founding partner and Principal with Your Family Enterprise Advisors Inc. She specializes in helping families build the capacity to transition their wealth in a purposeful and meaningful way. Her great passion is working with families to help navigate this complexity – planning for the human/relational aspects of wealth transition, fostering positive communication, managing upsets and developing key competencies needed to realise aspirations.