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FEA Community Call: Developing Ownership

August 20 @ 1:00 pm - 2:00 pm EDT

Hosts: Judi Cunningham MA, CEPA, FEA and Vincent Valeri MBM, FEA

Preparation: Please watch this FEX Webinar with presenter Dr. Josh Baron, Co-Founder & Partner at Banyan Global

The webinar explores how owners and future owners of a family business can get started designing an ownership council. This webinar includes a review of essential roles of governance in family businesses and the Four Room governance model. Come prepared for a stimulating and vibrant discussion amongst your peers. For FEAs by FEAs

*This is member only content. Should you need assistance logging in to your FEX member account, please contact Dawn Ainikkal, FEA Program Coordinator at dainikkal@family-enterprise-xchange.com

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: FEA Community Calls Host Information

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

FEA Community Calls occur on the third Thursday of every month at 1:00 pm EDT. Save the date for the next FEA Community Call on September 17, 2020.

Event Details

When

Thursday, August 20, 2020

1:00 PM - 2:00 PM EDT

2:00 PM ADT/ 12:00 PM CDT/ 11:00 AM MDT/ 10:00 AM  PDT

Contact

Tim Mohr, Business Development Manager, FEA Program

tmohr@family-enterprise-xchange.com

Where

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.

Hosts

Judi Cunningham, MA, CEPA, FEA, Partner & Senior Consultant, Telos Group

Judi-Cunningham

Judi Cunningham is passionate about family and business. As part of a second- generation business family it is not surprising that she has dedicated her career to helping family enterprises thrive. Judi brings her expertise as an educator and thought leader in family enterprise to helping families find alignment and address even the most challenging decisions about business, family and ownership issues. Judi is a strategic thinker and a skillful facilitator who is committed to the best interests of the family, business and the individuals she serves.

With a Masters degree in Family Systems Counseling and over 20 years consulting with complex family enterprises, family offices and professional advisors, Judi brings a unique comfort with conflict that gives families the freedom and safety to address even the most contentious issues. Judi is innately curious and a deep listener with the ability to get to the heart of what matters most, in order to guide business families to a positive outcome and multi-generational success.

Judi has founded numerous innovative educational organizations and programs for enterprising families. She started the Business Families Center at the University of British Columbia and launched the "Family Enterprise Advisor Program" (FEA) and FEA designation which established the global standard for professional advisors to business families. Judi holds the Family Enterprise Advisor (FEA) designation, is a Certified Exit Planning Advisor (CEPA) and sits on the Advisory Board for the Purposeful Planning Institute (PPI). In 2018, Judi co-founded Advisorly Institute and the Advising for Continuity Program.

Judi loves adventure and visiting new places. Born in Montreal, Canada and then growing up in Vancouver, B.C., Judi has now decided to call Atlanta Georgia home.

Vincent Valeri MBM, FEA, Family Enterprise Advisor & Family Wealth Coach, Telos Group

Vincent Valeri Headshot

Growing up in a multinational family enterprise, Vincent has firsthand experience of the benefits, challenges, and dynamics families face when working and managing wealth together. Like many who grew up in a family business, Vincent learned his family business from a very young age, and from the bottom up. After the sale of the family business, Vincent utilized his Master of Management degree to work as management/marketing consultant for some of North America’s largest companies.

Followed by five years in wealth management for one of Canada’s largest banks, where Vincent focused on managing the financial affairs of family enterprises and generational wealth transfer. Working in wealth management, Vincent witnessed a significant gap in the management of a family’s wealth and business in relation to the management of familial relationships and dynamics.

Working with and serving family enterprises has become a natural extension of his personal experiences. Vincent is a Family Enterprise Advisor (FEA), a certified Family Legacy and Executive Leadership Coach. Vincent works as a trusted advisor and coach with family members both collectively and individually in developing family legacy and enterprise continuity strategies, conflict resolution, and alignment of the family’s values and vision for their wealth and relationships.

Vincent is also recognized as a passionate and engaging speaker on the topics of wealth and business transition, behavioural risk in the family enterprise, and family legacy. Vincent has shared his personal stories of success and failure with his own family business experiences and his ideas on how to help families shift to a legacy mindset most recently at Opal Family Office Conference, Camden’s North American Family Office Conference, and the MondoInstitutional Conference in Italy.

Details

Date:
August 20
Time:
1:00 pm - 2:00 pm EDT
Event Categories:
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Event Tags:
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Website:
https://family-enterprise-xchange.site-ym.com/events/register.aspx?id=1393459