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October 2020

FEA – Community Call: Multi-Disciplinary Advising: Does it really work?

October 15 @ 1:00 pm - 2:00 pm EDT

As FEAs we learn about Multi-Disciplinary Advising for the first time during the FEA Program. However, even with the opportunity to put this concept to work in true collaboration during the project, many advisors struggle. This struggle seems to continue after advisors have gained the FEA designation and continue to work with their family enterprise clients. There are a number of reasons why MDA is a challenge. We will explore some of these reasons together as we ask ourselves and…

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FBN Canada – The 2020 Edelman Trust Barometer: Insights into Global Family Businesses

October 20 @ 11:00 am - 12:30 pm EDT

Implications for Family Business report shows a moment of reckoning for family businesses. Although family business remains more trusted than non-family business around the world (82% vs 79%), family business employees still view their employer as falling short on expectations. More than half (51%) of family business employees agree that their employers are not meeting the challenges of the pandemic with expected levels of competence. For example: compared to non-family businesses, family business employees are more concerned about job loss…

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Webinar – Leading Family Enterprise Through COVID and Beyond

October 22 @ 1:00 pm - 2:00 pm EDT

This time of challenge and change is also a powerful learning opportunity for family enterprises and their leaders. Join FEX, WATSON and our family enterprise panelists as we learn from the experiences of family enterprise leaders, the findings from the Family Business Pulse Survey, and emerging insight into what has helped leaders and businesses survive and thrive. We’re looking forward to a conversation with our panelists and with you - positioning family enterprise to strengthen as we move forward. We’ll…

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FEX Family – Meet-Up & Conversation on Consistency During Unexpected Leave of Absence

October 28 @ 3:00 pm - 4:00 pm EDT

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…

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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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Next Gen – Knowledge Sharing and Social on Preparing for Success for 2021

November 19 @ 4:00 pm - 5:30 pm EST

Enjoy Social Distancing with Distant Socializing! Topic: Preparing for Success during turbulent times - A fire side chat and strategies to move forward in 2021 with special guest Gary Berman, President & Founder of BERMANFALK Hospitality Group.  Gary will be sharing stories of his journey through other economic crisis’. Gary will also provide tips, strategies and concepts to think about for strategic planning to come back stronger in 2021 during these unprecedented time of a global pandemic. Join us online…

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Families Summit of Minds 2020

November 20 - November 21

Join us virtually, November 20-21, 2020. Expect the same thought-provoking content and interactive discussions, yet via online videoconferencing. Download the Program at a Glance. Learn more

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December 2020

FEX Family – Meet-Up & Conversation on Building Strategies to Overcome Challenges

December 2 @ 3:00 pm - 4:00 pm MST

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. Building Strategies to Overcome Challenges: Tips and Tools to Identify Opportunities, Communicate Effectively and Relieve Stress will focus on building resiliency and adapting in the face of adversity & stress by identifying business opportunities (rooted in unique family advantages / values / strengths and communicating effectively) with family members during a time of crisis. Your…

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