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October 2020

FEX Family – Meet-Up & Conversation on Consistency During Unexpected Leave of Absence

October 28 @ 3:00 pm - 4:00 pm EDT

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…

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November 2020

FEA – Case Clinic: For Money or Love? (CE)

November 3 @ 1:00 pm - 4:30 pm EST

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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Webinar – Beyond the Plan: Bringing Trusts to Life

November 12 @ 1:00 pm - 2:00 pm EST

More family businesses and wealth are held in trust than ever before. Yet, despite the best efforts of advisors, trusts often fail to reach their full potential after the ink dries. It doesn’t have to be this way. In this conversation and open Q&A, Ruth Steverlynck, FEA, will interview trust expert Patricia Angus, author of The Trustee Primer and The Beneficiary Primer (forthcoming) about how advisors and families can make the most of their trusts. It goes beyond technicalities into…

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FEA – Community Call: COVID-19 through the Lens of the Three-Circle Model

November 19 @ 1:00 pm - 2:00 pm EST

In this community call, join host Susan Brown as we discuss how the pandemic is impacting and shifting the interests of family members and key non-family executives in each of the three circles. As strategic advisors we know that what impacts one part of the system will have a ripple effect throughout the enterprise. How do we help, support and prepare our clients to address these complicated challenges that need technical, relational and emotional responses across the system. https://johndavis.com/three-circle-model-family-business-system/ Thoughts…

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Next Gen – Knowledge Sharing and Social on Preparing for Success for 2021

November 19 @ 4:00 pm - 5:30 pm EST

Enjoy Social Distancing with Distant Socializing! Topic: How are you preparing for success for 2021 (Life and Business)? 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…

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Families Summit of Minds 2020

November 20 - November 21

Join us virtually, November 20-21, 2020. Expect the same thought-provoking content and interactive discussions, yet via online videoconferencing. Download the Program at a Glance. Learn more

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December 2020

FEX Family – Meet-Up & Conversation

December 2 @ 3:00 pm - 4:00 pm MST

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, December 2, 2020 3:00PM MDT/…

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Webinar – Stress, Health & Well-Being: Weathering the Tsunami and Aftershocks of a Global Pandemic

December 8 @ 2:00 pm - 3:00 pm EST

The unrelenting COVID-19 global pandemic is wreaking havoc in a myriad of ways and has touched nearly every segment of society. Add to this dynamic the fact that, unlike other types of crises family businesses may experience, the all-encompassing nature of the pandemic is disrupting the lives of your family members, employees, clients, customers and their families, as well, elevating their levels of stress and anxiety. This session will explore strategies for mitigating the adverse impacts of these unusual times…

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FEA – Community Call: Reflections 2020 – The good, the bad and the surprising

December 17 @ 1:00 pm - 2:00 pm EST

By the date of this call it will have been nine months since our lives changed, dramatically and irrevocably. It is becoming harder to remember life before COVID-19 or even what day of the week it is, as one day blends into the next. We have all had to adapt and change personally and professionally. And we have helped our clients do the same. When we reflect on this year it will be a year that we will remember, perhaps…

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January 2021

FEA – Community Call January

January 21, 2021 @ 1:00 pm - 2:00 pm EST

FEA Community Calls are designed to  enrich our family enterprise advisor community. The hosts will set the context of the call with a thought provoking question and then facilitate a vibrant discussion amongst peers. Topic and hosts to be announced. After you've registered, watch your email for supporting content to help you prepare for this call. Register Event Details When Thursday, January 21, 2021 1:00 PM - 2:00 PM EST 2:00 PM - 3:00 PM AST/ 12:00 PM - 1:00 PM…

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