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October 2020
FEA – Community Call: Multi-Disciplinary Advising: Does it really work?
As FEAs we learn about Multi-Disciplinary Advising for the first time during the FEA Program. However, even with the opportunity to put this concept to work in true collaboration during the project, many advisors struggle. This struggle seems to continue after advisors have gained the FEA designation and continue to work with their family enterprise clients. There are a number of reasons why MDA is a challenge. We will explore some of these reasons together as we ask ourselves and…
Find out more »FBN Canada – Community Conversation on Dynamics within Long Lasting Family Businesses
FBN Canada families are invited to join us for an unusual opportunity to chat with Dennis Jaffe, Ph.D. Borrowed from your Grandchildren is a fascinating look at how large, long-lasting business families succeed across generations. Dennis Jaffe's latest book is based on interviews with 100 large, global families who have passed their 3rd generation of business together. Families who are successful in growing their wealth have been able to reinvent themselves and their business in the face of significant environmental…
Find out more »FBN Canada – The 2020 Edelman Trust Barometer: Insights into Global Family Businesses
Implications for Family Business report shows a moment of reckoning for family businesses. Although family business remains more trusted than non-family business around the world (82% vs 79%), family business employees still view their employer as falling short on expectations. More than half (51%) of family business employees agree that their employers are not meeting the challenges of the pandemic with expected levels of competence. For example: compared to non-family businesses, family business employees are more concerned about job loss…
Find out more »FEX Family – Meet-Up & Conversation on Consistency During Unexpected Leave of Absence
With family members and employees being sent home to isolate for minor symptoms how do you support your family and business? During our discussion we will discuss how to maintain professionalism/work structure and still be a supportive employer during this time. (How to keep your “Family” culture and manage these unusual times). Join us online for a casual chat with other family business members about what’s happening with your family and family enterprise during this unprecedented time. Your FEX Community is…
Find out more »November 2020
FEA – Case Clinic: For Money or Love? (CE)
Financial and Emotional Considerations in the Continuity of a Family Firm This case clinic will add to the knowledge and skills gained in the FEA Program “Continuity Planning” module. The session will delve into the complex interplay between family emotions, financial considerations, and the needs of the business, as the owning family wrestles with the transition process. This will be an interactive workshop where participants will address family strategy and family dynamics that are impacting the succession process. In small…
Find out more »FEA – Community Call November
Our FEA Community Calls are designed to enrich our community. Topic and host(s) to be announced. Our host(s) will set the context for our discussion with a thought provoking question. After you've registered, watch your email for supporting content to help you prepare for the discussion. FEA Community Calls occur on the third Thursday of every month at 1:00 pm EST. Save the date for the next FEA Community Call on December 17, 2020. Register Event Details When Thursday, November…
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