Halifax | June 12 - 14 , 2017


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 inaugural Symposium: Xchanging Generational Wisdom.

Master of Ceremonies
David Bentall

Keynote Speakers
Paul Attia  |  Diane Chambers  |  Jim Grubman

Workshop Leaders
Lloyd Robinson  |  Kathy Wiseman

David Bentall
 is an Adjunct Professor at the Sauder School of Business with expertise in the areas of succession consulting, executive and life coaching. He is a seasoned executive and educator who brings a wealth of knowledge and first-hand experiences to family business issues. For twenty years, David worked in his family's real estate and construction businesses as President and CEO of Dominion Construction.

David will weave together key elements from each speaker, panel and workshop, highlighting the connections, synergies, and takeaways. David’s masterful storytelling abilities and commitment to structure and time will ensure that the program flows from exploration to integration.

In the midst of a successful legal career as a criminal prosecutor, Paul made a major decision to walk away from it all and dive head first into the world of Family Enterprise. When he began working in the family business, Attia Quarries, founded by his immigrant father, the transition from trial lawyer to family business owner was not an easy one.

Now, as Vice-President of Attia Quarries, Paul is a co-owner and the operator of the business as well as a loving husband and father of four.

Topic: Our Next Generations - How We Engage Them

Diane Chambers
 is a family wealth mentor and philanthropic advisor now living in Switzerland who specializes in helping clients build their financial emotional intelligence (EQ) to enhance their wealth experience.

Diana will discuss how involving our next generations can kick up conflicting emotions as we recognize that we need them to continue our legacy, yet often hesitate to cede control. And in some instances, we question their competence or readiness for the roles ahead. When our mixed emotions meet our next generation’s expectations and desires, the situation can become overwhelming. Read Diana Chambers comments in UK Times. 

Dr. Jim Grubman is a senior advisor and partner at Cambridge Advisors to Family Enterprise, a highly specialized international advisory firm serving family enterprises. He is also a Fellow at Cambridge Institute for Family Enterprise, a leading education and research institute dedicated to the significant issues family enterprises face.

Topic: Forgiveness - A Key Competency for the Successful Family Enterprise
Lloyd Robinson is an accomplished executive with a law degree and an extensive background in business development. He presently mediates disputes and coaches' leaders in personal and organizational development.

In his coaching and conflict resolution work, Mr. Robinson found that many individuals were consumed with anger and resentment from past and current issues. They were unable to work productively in their business and/or personal pursuits, and were unable to let go of the personal hurt they had experienced.

By introducing forgiveness as a method and process to address these issues, he found that many clients were able to move forward in very productive ways. It was through these real-world experiences that he realized that forgiveness is a competency that can be learned and applied to many difficult situations with very positive outcomes.
Topic: Mistakes Made & Lessons Learned
Kathy Wiseman is adjunct faculty at the George Washington University School of Business, heading the Family Office Forum. She is the founder and president of Working Systems, Inc., a founding member and past president of the Family Firm Institute. Wiseman is a co-founder of Navigating Systems - a course for lawyers, accountants, trust officers, and family office executives who want to learn more about family and how families predictable function. Wiseman was in partnership with Charles Collier of Harvard University, teaching a course titled Working with Families of Wealth. In January 2013, she published TRUSTWORTHY - New Angles on Trusts from Beneficiaries and Trustees with Hartley Goldstone.

Wiseman received her undergraduate degree in sociology/anthropology from the University of Pennsylvania and an MBA from George Washington University. In the summer of 2015 she attended Burning Man for the first time with her two children, their spouses, and her nephew.


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