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September 2020
FBN Canada – Community Conversation on Exploring Unity vs. Harmony in Enterprising Families
Unity or Harmony? Siblings bring with them natural differences in skill sets, style and personality traits. If these varieties to life and business are seen as complications rather than strengths, the family can start to feel fragmented and uneasy. Long-lasting business families achieve alignment by recognizing and applauding differences in family members and investing energy in finding the highest and best use for each person. One family member may excel in financial management, another in esthetics, another in engineering, another…
Find out more »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 »FEA – Golden Horseshoe Networking Breakfast October
This is a self-run group organized by FEAs for FEAs. In the spirit of the FEA designation, we seek to use a multi-disciplinary approach to integrate our own discipline with those of other professionals in order to provide collaborative and complementary advice to business family clients. Our goal is to create a channel for FEA advisors in the Golden Horseshoe area to build their professional networks to both maintain current clients and attract new ones. This event is only open…
Find out more »FEX Family – Meet-Up & Conversation
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 here to support, encourage and engage. We’ll take this time together to discuss what’s most important to you, share your insights and what’s on your mind. Stay connected, lean in and we will weather this storm together!! And, always remember, YOU are not alone. Event Details When Wednesday, October 28, 2020 3:00PM EDT/…
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…
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