FEA Program

FEA PROGRAM

The Family Enterprise Advisor (FEA) Program along with the FEA Designation helps advisors including accountants, lawyers, bankers, insurance and wealth advisors and coaches augment their formidable technical skills and showcase their commitment to Family Enterprises and their ability to bring timely and thoughtful solutions to the family table.

Our designates report that the FEA Program has led to deeper relationships with their family enterprise clients and a broadened perspective of the issues business families face – including generational transition. Offered in Vancouver, Toronto, and Calgary.

Be fluent in family enterprise.

This program uses a multi-disciplinary approach where business family advisors learn to integrate their own discipline with those of other professionals in order to provide collaborative and complementary advice to business family clients.

This approach has the added benefit of allowing advisors to build their professional networks and join an active community of FEA designates, in order to better serve their family enterprise clients.

For questions regarding the FEA Program, please e-mail Peter Cotterill or call 778.991.3365

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Toronto

FEA Program 2019 Schedule

Vancouver

FEA Program 2019 Schedule

Calgary

FEA Program 2018 Schedule


FEA PROGRAM MODULES

Business Family Dynamics

Learn the concepts that are fundamental to understanding the Family Enterprise and its unique challenges especially during a leadership transition. Understand Family Enterprise as an interactive system between the family, business, and ownership systems.

Family Enterprise Strategy

Understand what it takes to create long term “family enterprising” that promotes trans generational wealth. Learn how to blend family, business, and ownership strategies.

Business Boards and Family Councils

Come away with effective tools that facilitate the governing body for the three systems of the family enterprise. Gain insight into good governance structures and learn how effective frameworks can facilitate successful decision making for business families.

Multi-disciplinary Advising

Leverage a multi-disciplinary approach and learn how to avoid giving advice that conflicts with advisors in other fields. Explore strategies that bridge the gap between different planning disciplines to be part of a successful advising team.

Facilitation and Communication Skills

Learn the essentials needed to manage the complexities of Family Enterprise relationships including how to handle conflict, ask the right questions, and diffuse tense situations. Understand how the practical facilitation practices of emotional intelligence, group dynamics, authority, and leadership can improve family communication.

Continuity Planning

Go beyond the technical legal, tax, and estate planning issues traditionally associated with succession planning. Instead, explore the “human” side of the succession process that must be considered in transitioning the family, the business, and the ownership successfully.

Knowledge Integration and Application

The program teachings come alive by bringing together your far-reaching knowledge in a dynamic dialogue and partnership with other participants. Teams present their final team project and presentation to their peers and receive feedback.


PAYMENT OPTIONS FOR FEA PROGRAMS STARTING IN 2019

One-Time Payment Option: 

$14,965

Payment Plan Option:

January 2019 Start Date
Toronto/Vancouver

 

May 2018 Start Date
Calgary, AB

     
1st Installment: $4,990
Due 60 days prior to program start
  1st Installment: $4,990
Due 60 days prior to program start
     
2nd Installment: $5,090
Due April 19, 2019
  2nd Installment: $5,090
Due August 15, 2018
     
3rd Installment: $5,090
Due August 30, 2019
  3rd Installment: $5,090
Due January 5, 2019
     
Grand Total: $15,170   Grand Total: $15,170

All fees are subject to applicable taxes.


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LOCATIONS AND HOURS

Vancouver Program

UBC Robson Square Map
800 Robson Street
Vancouver, BC V6Z 3B7
8:30 am - 4:30 pm

Toronto Program

Ivey Tangerine Leadership Centre Map
130 King Street West,
Ground Floor
Toronto, ON M5X 1A9
8:30 am - 4:30 pm

Calgary Program

University of Alberta Map
120, 333-5th Ave
Calgary, AB T2P 3B6
8:30 am - 4:30 pm


EXPERT FACULTY

Learning from internationally recognized leaders in their fields, combining decades of family enterprise advising experience with the academic acumen to provide an unparalleled educational experience.

David C. Bentall

David is an Adjunct Professor at the Sauder School of Business with expertise in the areas of succession consulting, executive and life coaching, and a co-founder of the Business Families Centre. David is a seasoned executive and educator who brings a wealth of knowledge and first-hand experiences to family business issues.

Judi Cunningham, MA, FEA

Judi is an expert in the field of family enterprise advising. She illuminates the significant role of families in business - highlighting their economic, community, and philanthropic contributions. Judi has been instrumental in developing world class programming for business families and designed and developed the curriculum for the Family Enterprise Advisor Program. Judi co-founded the Business Families Centre at the Sauder School of Business at the University of British Columbia, and founded the Institute of Family Enterprise Advisors. Her passion for education and assistance for business families led to the only designation in the world for advisors to family enterprise.

Laura Greig, MA

Laura assists business leaders and their families to improve communication, both at work and at home. She specializes in coaching families to create more effective relationships, have open and authentic conversations, clarify family vision, values and goals, and align goals with their businesses where appropriate. Laura has a Master’s degree in Leadership and Training, a leadership coaching designation and is a licensed Insights Discovery and Insights Transformational Leadership practitioner.

Michael N. McGrann, MA, MBA

Over the last 25 years, Mike has worked with family firms and family offices from across the world. He teaches and coaches in the areas of entrepreneurship, strategic planning, and family enterprising. He serves on the Board of several growing companies and is the founding partner of The TELOS Group, a consulting firm focused on growth and transition strategies for enterprising families. Mike has worked at several universities – teaching, conducting research, and starting new programs. Most recently he founded the Initiative for Family Business and Entrepreneurship at Saint Joseph's University in Philadelphia, PA.

Wendy Sage-Hayward, MA, FEA

Wendy is a consultant at the Family Business Consulting Group. She has 25+ years of experience working with business leaders, family firms, and boards. She serves a global and diverse set of clients across the industry, facilitating meaningful conversations with multi-generational families on matters relating to firm continuity, next generation preparation, governance and, when needed, conflict resolution.

Wendy has a Masters Degree in Family Systems Counseling Psychology from the University of British Columbia and an Executive Masters Degree in the Neuroscience of Leadership from the Neuroleadership Institute. She is an Adjunct Professor at the University of British Columbia’s Sauder School of Business where she leads programs for both business families as well as their advisors in the Business Families Centre. Wendy also teaches for Executive Education at the Sauder School of Business where she leads two senior management training programs in facilitation and coaching.

Barbara Benoliel, PhD

Barbara Benoliel is a professional mediator and facilitator, and President of Preferred Solutions, a dispute resolution company. In her career she has combined practice with advancing knowledge in the field, and as well as assisting families in business with the resolution of disputes. She has developed courses and taught at York University, the Schulich School of Business, Walden University, and has lectured widely in the field. Barbara is the co-author of Family Council Handbook for the Canadian Association of Family Enterprise. She is the Vice President of Advocacy for ADRIO Ontario, and the 2013 winner of the Lionel McGowan Award in Ontario for her contribution to the field of ADR.

Dr. Gaia Marchisio, Ph.D

Gaia Marchisio is the Executive Director of the Cox Family Enterprise Centre at the Kennesaw State University and the Aronoff Professor of Family Business. As a tenured Associate Professor, Gaia developed several curricula for family business classes, and teaches undergraduate and MBA courses on family business, management and behavioural sciences, and consulting services. She has been a visiting faculty under numerous Family Business Centres in Latin America, Asia, Europe, and New Zealand.

Gaia was raised as a 4th generation successor in her family’s business. This experience helped her understand the emotional challenges and responsibilities of being a young member of an entrepreneurial family. After finishing her BBA, she joined the SDA Bocconi School of Management where she served as Assistant Director of the full-time MBA Program; as Coordinator of the first Chair in Strategic Management in Family Business; and as a Coordinator of Entrepreneurship Entrepreneurs’ Research Centre. Gaia earned her Doctorate in Business Administration on Family Business and moved to Atlanta, Georgia, USA in 2006.

Ruth Steverlynck, LLB (Hons.), FEA

Ruth Steverlynck is a Principal with Your Family Enterprise. She specializes in all aspects of Business Family Governance with particular knowledge and skills in facilitating dialogue among family members, building trust, and managing family conflicts. Prior to founding Your Family Enterprise, Ruth spent eight years actively working in the management of a family business. She ran the Centre for Entrepreneurs and Family Business with PricewaterhouseCoopers and most recently was a Vice President of Wealth Services with BMO Harris Private Banking. 

Ruth has an honours law degree from the University of Edinburgh. She is formally recognized by the Family Firm Institute as a professional Family Business Advisor, was one of the first to receive the FEA designation from IFEA, and also sits on the IFEA board.


FAMILY ENTERPRISE ADVISOR PROGRAM TESTIMONIALS


OUR UNIVERSITY PARTNERS

The FEA Program is delivered in Vancouver, Toronto, and Calgary in collaboration with our university partners


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