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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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December 2020

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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February 2021

FEA – Community Call February

February 18, 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, February 18, 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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