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October 2020
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: COVID-19 through the Lens of the Three-Circle Model
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…
Find out more »December 2020
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, December 2, 2020 3:00PM MDT/…
Find out more »Webinar – Stress, Health & Well-Being: Weathering the Tsunami and Aftershocks of a Global Pandemic
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…
Find out more »FEA – Community Call: Reflections 2020 – The good, the bad and the surprising
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…
Find out more »January 2021
FEA – Community Call January
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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