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August 2020

FEA Community Call: August 20, 2020

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

Join us for the August 20, 2020 FEA Community Call. For FEAs by FEAs. Online via Zoom. Topic and hosts will be announced soon. 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…

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FEX Family Meet-Up & Conversation

August 26 @ 3:00 pm - 4:00 pm EDT

Our FEX Family Community: Together at Home Topic: Getting back to business! Enjoy Social Distancing with Distant Socializing! Have you pivoted during the pandemic? Have you been closed for an extended period of time? Was everyone working remote in your company? Come and share what you have learnt and where you are planning to go as this “New Normal” starts to become a reality. Join us virtually for a casual chat with other family business members about what’s happening with…

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September 2020

FEA Community Call: September 17, 2020

September 17 @ 1:00 pm - 2:00 pm EDT

Join us for the September 17, 2020 FEA Community Call. For FEAs by FEAs. Online via Zoom. Topic and hosts will be announced. 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.…

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Managing Conflict in Family Business with Blair Trippe

September 17 @ 2:00 pm - 3:00 pm EDT

Among the most important challenges that family business stakeholders will face is managing the unique conflict that impacts family enterprise. Join FEX in a virtual conversation with Blair Trippe, Managing Partner of Continuity Family Business Consulting in which we will discuss how to approach both active conflict—when families fight—and passive conflict—when families get stuck, unable to make important decisions in a timely manner.  Participants will leave understanding why conflicts in families that own and manage companies and/or share assets are…

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Next Generation Knowledge Sharing and Social: Maintaining Harmony Within Family Business

September 22 @ 4:00 pm - 5:30 pm EDT

Our FEX Family Community: Together at Home Topic: We will be discussing active and inactive family engagement within the business and how to keep equity and harmony within the family. Enjoy Social Distancing with Distant Socializing! Join us online for a casual chat with other Next Gen 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…

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2020 B.C. Family Enterprise of the Year Award Celebration

September 24 @ 4:00 pm - 5:30 pm PDT

For the first time, we are hosting the Family Enterprise of the Year Award (FEYA) celebrations virtually! We invite you to join us as we honour and celebrate the family enterprise community. This year, tune in online to hear from, be inspired by and learn first-hand from a resilient family business about their unique journeys and why Family Enterprise is more important than ever today, both within your community and beyond. Established in 1986, the Family Enterprise of the Year Award (FEYA)…

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2020 Central Ontario Family Enterprise of the Year Award Celebration

September 30 @ 4:00 pm - 5:30 pm EDT

For the first time, we are hosting the Family Enterprise of the Year Award (FEYA) celebrations virtually! We invite you to join us as we honour and celebrate the family enterprise community. This year, tune in online to hear from, be inspired by and learn first-hand from resilient family businesses about their unique journeys and why Family Enterprise is more important than ever today, both within your community and beyond. Established in 1986, the Family Enterprise of the Year Award (FEYA) is…

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October 2020

2020 Manitoba Family Enterprise of the Year Award Celebration

October 8 @ 4:00 pm - 5:30 pm CDT

For the first time, we are hosting the Family Enterprise of the Year Award (FEYA) celebrations virtually! We invite you to join us as we honour and celebrate the family enterprise community. This year, tune in online to hear from, be inspired by and learn first-hand from resilient family businesses about their unique journeys and why Family Enterprise is more important than ever today, both within your community and beyond. Established in 1986, the Family Enterprise of the Year Award (FEYA) is…

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FEA Golden Horseshoe Networking Breakfast – October 2020

October 22 @ 7:30 am EDT

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…

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November 2020

FEA Continuing Education – Case Clinic: For Money or Love?

November 3

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 groups participants will collaborate and recommend a path forward that considers…

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