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.

SEE PROGRAM BROCHURE

IIROC/CECAP Accredited

     

The FEA program has been approved by the Continuing Education Course Accreditation Process (CECAP) to meet Investment Industry Regulatory Organization of Canada (IIROC) continuing education requirements. Advisors who enroll and successfully complete this program may claim IIROC Continuing Education Credits towards fulfilling their requirements for the current CE Cycle.

Current Schedules

Calgary

FEA Program 2019-20
In Progress

SEE SCHEDULE

APPLY TO PROGRAM

Vancouver

FEA Program 2019-20
Starting Soon

SEE SCHEDULE

APPLY TO PROGRAM

Toronto

FEA Program 2020
Upcoming

SEE SCHEDULE

APPLY TO PROGRAM


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 this program, please contact Tim Mohr or call 1-905-337-8375 ext. 225.

PROGRAM MODULES

1. 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.

2. 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.

3. 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.

4. 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.

5. 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.

6. 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.

7. 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.

FAMILY ENTERPRISE ADVISOR PROGRAM TESTIMONIALS


OUR 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.

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.

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.

Ruth Steverlynck, LLB (Hons.), FEA

Ruth Steverlynck is a founding partner and Principal with Your Family Enterprise Advisors Inc. She specializes in helping families build the capacity to transition their wealth in a purposeful and meaningful way. Her great passion is working with families to help navigate this complexity – planning for the human/relational aspects of wealth transition, fostering positive communication, managing upsets and developing key competencies needed to realise aspirations.

One-Time Payment Option: $15,965*

Payment plan options also available.

*Includes FEA exam fee; applicable taxes not included.

APPLY TO THE TORONTO PROGRAM


For payment options and more information about the Vancouver program,
contact 
Tim Mohr or call 1-905-337-8375 ext. 225.

For details about our cancellation policy, please click here.

LOCATIONS AND HOURS

Calgary Program

University of Alberta Map
120, 333-5th Avenue
Calgary, AB T2P 3B6
8:30 a.m. - 4:30 p.m.

APPLY TO PROGRAM

Vancouver Program

UBC Robson Square Map
800 Robson Street
Vancouver, BC V6Z 3B7
8:30 a.m. - 4:30 p.m.

APPLY TO PROGRAM

Toronto Program

Vantage Venues Map
150 King Street W, 16th Floor (Main Reception)
Toronto, ON M5H 1J9
8:30 a.m. - 4:30 p.m.

APPLY TO PROGRAM


CONGRATULATIONS TO OUR 2018 DESIGNATES

View High-Quality Version


OUR UNIVERSITY PARTNERS

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

GET OUR NEWSLETTER

Sign up for our newsletter to stay connected with FEX news, events and programming.

690 Dorval Drive, Suite 135
Oakville, Ontario  L6K 3W7
866.849.0099
905.337.8375