FEX_symposium-2020-v1

About
The Event

✓ Family Members Dinner
✓ FEA Dinner
✓ FEYA Gala

✓ Women in Leadership Panel
✓ Three Inspiring Keynotes
✓ P.A.G Member Bonus

FEX Symposium 2020 is our signature conference for family businesses and FEAs in Canada, where you can expect dynamic keynote speakers, interactive skill-building workshops, family stories and engaging panel discussions that are all uniquely tailored to the family business community.

You will learn and gain new perspectives by seeing how other business families and FEAs overcame similar challenges that you may face in your (or your client's) family enterprise. You will also come away with knowledge that you can put into practice as you acquire new tools and resources to help both your family and your business succeed.

Schedule

DAY 1

Monday
25 May 2020
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5:00 - 8:00
Family Dinner (FEX Members Only)

Pre-Timber Room, Grouse Mountain - transportation provided

FEA Dinner (FEA Graduates and Candidates Only)

Seasons in the Park – transportation provided

DAY 2

Tuesday
26 May 2020
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7:00
Lobby
Breakfast

Pre-Conference and Main Conference Registration Desk Open
Plaza Court Registration Area

Opening & Keynote
The Improv Advantage

Lee Smart and Lindsay Leese of SmartLeese Creative will introduce the essential principles of improvisation and how they can enhance relationships. In this fun, interactive session you will discovering practical skills and insights that demonstrate how improvisational methods can help us quickly connect, communicate more effectively, adapt to change and collaborate to generate innovative solutions together.

Families and advisors will leave this session with effective communication and collaboration tools they can put into practice immediately and call upon as a framework for future interactions

10:00
Networking Break
10:30
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Panel
Discussion
Details to be announced
12:00
Restaurant
Lunch

Please take lunch in your own time. Conference attendees will not be charged.

The Impact of Brain Health on the Multi-Generational Family

Presented by Dr. Raymond Rupert

This seminar will provide a framework to support and guide family members in the identification, assessment, and intervention, in dealing with ‘brain health’ issues facing many multi-generational families. You can expect to leave this seminar better prepared to deal with these eventualities along with an increased knowledge and understanding of: mental decline, addiction, death and dying.

The Why and How of Family Constitutions

Presented by Patrick O'Connor and Chris Reichert

Most enterprising families have shareholders agreements and strategic plans for their business but may not have considered formal documentation for navigating family-related issues. A Family Constitution captures the family’s mission, vision, values, and policies the entire family agrees to live by. Attend this seminar to explore the benefits of family constitutions when navigating succession and continuity planning, hear practical tips and tools to start the family constitution process, and see sample constitutions while engaging in collaborative discussions.

Evaluating the Performance of Leaders in a Family Enterprise

Presented by Rachel O'Conner and Elizabeth Watson

Evaluating the performance of top leaders is essential work for any organization. When a leader is family, it adds more than one dimension of complexity to the picture. Relationships, subjectivity, conflicts of interest, and financial complications all come to the table. In this interactive session, you’ll learn about: the best practices for conducting leadership performance evaluation in a family context, why this work is so important to do well, practices you can put in place to do this work successfully, and how to navigate family and enterprise people dynamics.

14:45
People-1
Networking Break
How Heroes Impact our Leadership Style

Presented by David C. Bentall

This workshop explores the nine characteristics that family enterprise successors would be wise to cultivate if they want to successfully lead their family enterprise. You’ll also be asked to consider who your current heroes are, and who you aspire to be like as a leader. Attend this workshop to examine how your heroes impact your leadership style, how you can build stronger relationships in your family business and find out what historical figures belong in your personal hall of fame.

Creating Flourishing Families

Presented by Victoria Brown

Families flourish when they can transcend daily challenges and visualize possibilities and solutions. Appreciative Inquiry provides an approach to transition and change that focuses on strengths rather than on weaknesses. As a process it can help build harmony and ignite a shared vision where all members feel included. This interactive session will include a template that will help family enterprises and advisors integrate Appreciative Inquiry into a strategic planning process.

Building Resilience in Families and Family Enterprises through Storytelling

Presented by Dr. Lloyd Steier and Shauna Feth

A distinguishing feature of family enterprises is that they have achieved, or aspire to, longevity. Resilience is often a key trait underlying the survival and success of these firms. This session will focus on the practice of resilience in family firms and how it is established through storytelling and narratives. Participants will be encouraged to explore narratives relative to their own families and enterprises that preserve core values whilst preparing them for contemporary contexts.

DAY 3

Wednesday
27 May 2020
7:00
First floor
Breakfast

Pre-Conference and Main Conference Registration Desk Open
Plaza Court Registration Area

8:30
Jessica Houssian
Marketing operations @ Lobby
Keynote - Growing Up Feminist: Building a Life of Purpose and Meaning

Jessica Houssian will share her learning journey as a G2 family member, philanthropist and business leader.

Learning to Run the China Shop with the Bull Still in it!

Presented by Paul Attia

After practicing law for nearly 10 years, Paul walked away from a successful career as a Criminal Prosecutor to help run his family's business: Attia Quarries, started by his immigrant father. The landing was not a soft one. However, the biggest challenge was not the transition from the courts to the quarries - rather - the challenges came in learning to work with his dedicated and determined entrepreneurial father. Having learned to manage the bull in his own family's china shop, Paul draws upon his own experience in family business and unpacks how difficult it was to serve the business and his family while his father was still actively involved in the business.

Conflict Avoidance: The Silent Killer

Presented by Suzanne St. John Smith

This interactive workshop will raise awareness that conflict avoidance is the number one destroyer of relationships, both personally and professionally. And, within the context of business families, it can result in the downfall of family businesses faster than almost anything else. Attend this workshop to: understand the different facets of conflict avoidance, explore why conflict avoidance is so destructive, learn why the brain plays such an important role in this coping mechanism and discover healthier conflict management tools you can use.

The Role and Impact of Trusts on the Family Business

Presented by Elena Hoffstein and Harvey Taraday

This session will cover the various ways business families can consider using a trust as a tool for transition and a vehicle for holding family wealth. Setting up trusts is usually seen as a technical initiative, but it is equally important to think through purpose, meaning and intent when utilizing Trusts as a planning tool. Attend this session: to explore the value of having transparent family conversations to discuss the purposes of trusts, learn how to navigate the relationship between trustee and the beneficiaries, and review how these discussions can inform the decision-making process.

10:30
Networking Break
11:00
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Women in Leadership

Francois Lyon, Monette Malewski , Janice McDonald and Karen Brookman, will be in conversation with moderator Susan  St. Amand, discussing women in leadership.

12:00
Restaurant
Lunch
13:30
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People-1
The Family Office: Trends and Applications for Transgenerational Wealth

Presented by Nicole Garton and Robyn Hooper

Family offices are a fast growing and evolving phenomenon in Canada to facilitate transgenerational wealth. At its essence, a family office is a means by which a family coordinates its financial affairs. It is also a means for a family to maintain control over the way they preserve and grow their wealth while at the same time being a focal point of contact for the family and their numerous advisors. Participants will learn about the various family office structures available and how they may assist families and their advisors to address complexity and enhance complete family wealth.

Conversations with Kids About Money

Presented by Deena Chochinov

As parents we can be intimidated, fearful, shy or just uncomfortable talking about money with our children. This is particularly true when the succession of a business and financial assets are part of the conversation.  In this session you will explore the meaning of money in your family, learn how to start talking about money in your family, or with your family business clients, and recognize the benefits of, or consequences of not, having those breakthrough conversations.

Rite of Passage in the Land of Giants

Presented by Dr. Jamie Weiner and Russell Haworth

Born into a world of giants, emerging adults in family enterprises can struggle as they grow up in the “shadow” of their parents and grandparents. Over the past two years, Russell Haworth and Dr. Jamie Weiner have spoken with some of these rising generation members, in Canada and around the world, as they shared stories about their journey towards establishing individual identities and defining personal worthiness on their own terms. In this workshop Russell and Jamie explore the key concepts that contribute to mastering this journey and the mishaps and missteps along the way.

Networking Break

DAY 4

Thursday
28 May 2020
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7:00
First floor
P.A.G Breakfast

Pre-Conference and Main Conference Registration Desk Open
Plaza Court Registration Area

P.A.G Member Workshop
10:00
Networking Break
P.A.G Member Workshop
12:00
Restaurant
P.A.G Lunch & Closing Remarks
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Keynote Speakers

Jennifer Moss

Plasticity Labs

Unlocking Happiness for a Healthy, Higher-Performing Work and Life

Lindsay Leese & Lee Smart

SmartLeese Creative

The Improv Advantage

Jessica Houssian

Equality Fund

Growing Up Feminist: Building a Life of Purpose and Meaning

Master of Ceremonies

Jeremy Miller

Sticky Branding

Jeremy’s path into branding wasn’t traditional. He fell into it out of necessity. After watching his family’s business nearly hit rock bottom, he was forced to take a hard look at the way the company was run and at their industry as a whole. Jeremy realized it wasn’t his sales people or marketing processes that were failing, it was the brand: their customers couldn’t distinguish them from anyone else. This insight caused him to rethink, reposition, and rebrand the business. The strategy worked, and within a year the company turned the corner and rocketed into growth mode. And in 2013, Jeremy sold his family’s business to focus exclusively on what he does today: build brands. It was this experience that compelled Jeremy to embark on a decade-long study of how companies grow recognizable, memorable brands. He and the Sticky Branding team have profiled and interviewed hundreds of companies across dozens of industries to uncover how companies grow Sticky Brands.

Price

Non-Members

Members

Group Rate

$1595
  • For Groups (3+)
    FEX Family Members Only

Locations

VENUE
1128 West Hastings Street
Vancouver, BC V6E 4R5, CA

Get to the venue

PLANE

Vancouver International Airport
3211 Grant McConachie Way
Richmond, BC  V7B 0A4

SKYTRAIN

Take the Canada Line to Waterfront Station.

LIMO or TAXI

 Limousine: $90 CAD (one way)

Taxi fare: $40 CAD (one way)

Bus fare: $40 CAD (one way)

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Hotel Reservations

Hotel reservations are available at the beautiful Vancouver Marriott Pinnacle.

FEX has secured a preferred rate for a limited number of rooms.Please don't wait to book!

You can book online using the link below or call 1-800-207-4150 to make a reservation.

RESERVE YOUR SEAT