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August 2020
FEA Community Call: August 20, 2020
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…
Find out more »FEX Family Meet-Up & Conversation
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…
Find out more »September 2020
FEA Community Call: September 17, 2020
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.…
Find out more »October 2020
FEA Golden Horseshoe Networking Breakfast – October 2020
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 »November 2020
FEA Continuing Education – Case Clinic: For Money or Love?
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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