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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
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…
Find out more »February 2021
FEA – Community Call February
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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