Presenters

FEX Symposium | September 24 - 26, 2018 | Niagara-on-the-Lake, ON
Bonus! September 27 - PAG Training

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PRESENTERS

Margaret-Jean Mannix, the Family Enterprise Xchange Symposium Board Committee Chair, is excited to announce our first speakers and workshop leaders who will be inspiring, educating, and engaging us during our 2018 Symposium!

MASTER OF CEREMONIES

Catherine Clark

KEYNOTE
John A. Davis
Anton Oliver
Brynn L. Winegard

WORKSHOPS - FAMILIES
Judi Cunningham
Gaia Marchisio 

WORKSHOPS - FEA/ADVISORS
Wendy Sage-Hayward
David Simpson 

MC

Catherine Clark


Named one of Ottawa’s Forty Under 40 by the Ottawa Chamber of Commerce, Catherine Clark is a nationally respected broadcaster, public speaker, emcee, writer, blogger and the President of Catherine Clark Communications Inc.

Through her work in television, radio and live events, Catherine has interviewed Canada’s most influential people, and is currently co-host of Before the Bell, a live journalism series featuring Canada’s top decision makers discussing major issues of the day. 
   
Catherine has hosted and co-produced The Residences, a documentary series offering an unprecedented look behind the scenes at Rideau Hall and 24 Sussex Drive, and is currently working on a documentary about the Canadian Parliament’s Centre Block.

In addition to her television and events work, Catherine is the Giving Back columnist for Ottawa at Home Magazine, authors the #150GreatPeople blog, has written for the Toronto Star and The Ottawa Citizen, and been published in The Globe and Mail and Canadian Living. Catherine is a member of the Board of Directors of CARE Canada, The Writers Trust of Canada and the Community Foundation of Ottawa and sits on the organizing committee of Politics and the Pen. 


KEYNOTES

John A. Davis


Professor John Davis is a globally recognized pioneer and authority on family enterprise, family wealth, and the family office. Since the 1970s, he has been a leading researcher, author, advisor, and speaker on family enterprise, and is the creator of the field’s most impactful conceptual frameworks. Trained in management, psychology, and economics, he advises multigenerational family enterprises in more than 65 countries. He is the founder and chairman of Cambridge Family Enterprise Group, a global advisory, education, and research organization for family enterprises.
   
A renowned academic and shaper of the family enterprise field, Professor Davis leads the family enterprise programs at the MIT Sloan School of Management where he teaches family business and family office management, and strategies for family enterprises to position themselves for the future. During his 21 years on the faculty of Harvard Business School, Professor Davis founded and led Harvard’s family business management area, and was founding faculty chair of the Families in Business program.



Anton Oliver


Anton Oliver is an ambitious achiever and difference-maker with a unique professional history, driven by his leadership strength, integrity and ability to deliver under pressure along with a fundamental understanding of human behaviour. Anton was in the elite NZ All Blacks for thirteen years - during which time he completed two degrees one at the University of Oxford and the other an MBA from the University of Cambridge while maintaining a full time, high pressure position which took him all around the world. 
   
Anton now lives and works in London using his experience from sport in the pursuit of business excellence driving results with and through people. Anton speaks and leads workshops on leadership, team dynamics, conflict, change management, and the importance of culture and group values. Understanding people and human dynamics are issues that come naturally to Anton and he has come to realise it's not products or strategy that make organisations successful, it's the people creating, leading, and shaping their colleagues and spaces around them.


Brynn Winegard


Dr. Brynn Winegard is an American-Canadian award-winning professor, speaker, and expert. Brynn completed her formal education at the Schulich School of Business (MBA, PhD) in business and McMaster University in Neuroscience and Psychology. After over a decade in corporate marketing working for Pfizer Inc., Nestle Inc., and Johnson & Johnson Inc, Brynn has dedicated herself to speaking about ‘Building a Better Business Brain’ to groups, organizations and companies, stemming from her research, which combines neuroscience and management phenomena (‘neuromanagement’). 

After leaving her full-time professorial positions to join her husband in business, Dr. Winegard retains Adjunct Faculty Positions at Schulich School of Business’s Executive Education Centre, Ryerson University’s School of Graduate Studies, and University of Guelph’s College of Business and Economics. Originally born to Canadian parents, Brynn is very familiar with family business – having come from them and now running one with her husband who resides in Los Angeles, CA. Brynn combines real-world experience with frontier research to deliver impactful programming that will be sure to please your audiences and elevate their daily business. 


WORKSHOPS - FAMILIES

Judi Cunningham


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.


Gaia Marchisio


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.



WORKSHOPS - FEA/ADVISORS

Wendy Sage-Hayward


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.


David Simpson


David Simpson is a financier with a broad range of business experiences and a passion for Entrepreneurship. He has financed and operated a diverse range of businesses including restaurants, golf courses, aircraft leasing, oil field serves and retail. He completed an undergraduate degree (Political Science) by part time study while he played professional hockey. Upon retirement from hockey, he completed an MBA at the Ivey Business School in 1988. Upon graduation, he began his career as an entrepreneur engaging in all aspects of corporate finance in the small business sector. In 1989, he was the co-founder of The New Enterprise Workshop, one of the earliest
attempts (supported by the Provincial Government) to support fledgling entrepreneurs. As an operator himself in a "Family Business," he is keen to support Ivey's efforts to understand and support learning in this vital sector of the Canadian economy.

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