FEX Symposium

Halifax | June 12 - 14 , 2017 | "Xchanging Generational Wisdom"

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The first annual FEX Symposium will provide a forum for enterprising families and advisors to Xchange Generational Wisdom. This year we have invited business families, thought leaders and educators from around the world to inspire and engage us with their knowledge, experiences and ideas, as we come together to learn, laugh and lead with compassion and intelligence.

When: June 12 - 14, 2017
Where: Marriott Halifax Harbourfront Hotel & Conference Centre  
1919 Upper Water Street, Halifax, NS 
Tickets: Members: $1,695 | Non-Members: $1,895 

Cancellation Policy: Full refund, minus a $50 administration fee will apply to cancellations before May 12th. After May 12th there will be no refund on cancellations.

On the Agenda

  • 300+ Family Enterprise members and advisors
  • Relatable business family stories that will explore and illustrate family enterprise challenges and opportunities 
  • Globally recognized family enterprise experts who will educate, motivate, and inspire
  • Multi generational panels of family members sharing their wisdom 
  • Dynamic, hands-on workshops facilitated by family enterprise thought-leaders 
  • Family only workshops 
  • Family Enterprise Advisor only workshops and FEA Only pre-Symposium case clinic 
  • Fun, casual social networking events to make new connections
  • Family Enterprise of the Year Award gala

What will You Experience?

  • Intense connection, learning and development 
  • Unique family business stories that will explore and illustrate Family Enterprise complexities across generations 
  • World renowned Family Enterprise experts will deliver keynote addresses to educate, motivate, and inspire 
  • Opportunities to xchange ideas and experiences with like minded people 
  • Panels of multi generational family members sharing their stories 
  • Unforgettable Awards Gala 
  • Opportunity to discover another beautiful Canadian city

Why You Should Attend!

  • FEX Symposium provides a sponsor-free, safe harbour for families and advisors through a community of like-minded peers in which they can safely share their own unique and incredibly valuable experiences
  • We are bringing in global experts and thought leaders in the family enterprise field to inspire, engage and provoke deep thinking
  • To take time out with family and colleagues to renew and rejuvenate your business and practice by listening and discussing diverse global opinions on the issues and challenges that really matter to family enterprises and advisors: What are the expectations of the rising generation? How do I transition my assets while maintaining harmony in the family? I am not sure I can live up to my families expectations, How can I better serve my family enterprise clients? What questions are helpful and which ones close a conversation down?

Who Should Attend?

  • Business families and family enterprise members 
  • Family enterprise advisors from bankers to HR professionals to lawyers to communication specialists and anyone who engages with the family enterprise system 
  • Non family executives that work in the business or sit on the board 
  • Multi and single family office professionals 
  • Academics, educators, researchers, and students in the field of family enterprise

FEX Learning Continuum

The symposium program will reflect the key objectives of the FEX Learning Continuum:

  • Embrace a global and multi-cultural perspective 
  • Encompass a broad spectrum of core knowledge, skills and abilities, as well as, academic and professional expertise
  • Apply a multi-generational lens honouring a range of experiences, learning styles and motivations

Symposium Structure

The structure of the symposium will be based on four categories:

  • Exploration and Engagement
  • Assessment: Learning about who we are
  • Learning and Development
  • Integration: Shifting from Knowledge to Wisdom


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