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

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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  |  Diana Chambers  |  Jim Grubman  |  Guillaume Herve  |  Vanessa Strike  

Workshop Leaders
Patricia Angus  |  Shauna Feth  |  Judi Cunningham  |  Gaia Marchisio  | Val Monk  |  Lloyd Robinson  |  Wendy Sage-Hayward  |  Kathy Wiseman  |  Carla Wood

Philippe de Gaspé Beaubien  |  Jean-Philippe Gagnon

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.

For more than a quarter century Patricia Angus, JD, MIA, TEP, has helped families around the world with some of their most vexing problems as a lawyer, wealth advisor, and independent family enterprise consultant. She is a founding Director of the Family Business Program at the Columbia University Graduate School of Business, where she is an Adjunct Professor.

Paul Attia is a speaker, criminal prosecutor, family business owner, and a husband and father of four. In his work as a prosecutor, Paul has advocated before judges and juries, lead counsel on trials involving some of the most serious offences in Canada. He has also testified before Parliament, lectured in law schools, and been an active member of boards.

Yet, in the midst of a successful legal career, Paul made a major decision to walk away from it all and dive head first into the world of family enterprise and his family business, Attia Quarries a group of landscaping stone quarries located north of Toronto that was founded by his immigrant father. The transition from trial lawyer to family business was not an easy one.

A third-generation member of a UK business family, Diana Chambers is a family wealth mentor and philanthropic advisor specializing in helping her clients build their financial emotional intelligence (EQ) to enhance their wealth experience. She lived in the US for twenty-seven years and now serves her global clientele from Switzerland. She recently published True Wealth: Letters on Money, Life, and Love to address the challenges most frequently voiced by her clients.
Read Diana Chambers comments in UK Times. 

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.
Shauna is the Executive Director of the University of Alberta School of Business, Alberta Business Family Institute and former Project Manager for the Creating Pathways for Entrepreneurial Families Rural Initiative.

Shauna's background and experience is varied, including banking and accounting along with project and event management. Shauna is a certified Family Enterprise Advisor and has successfully supported many small to medium sized businesses successfully transition to the next phase of ownership.

As a third generation family business member and partner in her own family business, Shauna understands the need to readily access further education, information and resources in order for both the family and the business to thrive, grow and transition successfully.

Dr. Jim Grubman is a senior advisor and partner at Cambridge Advisors to Family Enterprise, a highly specialized international advisory firm serving family enterprises. Dr. Grubman has provided services to individuals, couples, and families for nearly 40 years. In addition to his work with client families, Dr. Grubman has collaborated or consulted with single and multi-family offices, institutional financial firms, and independent wealth management advisory firms.

Dr. Grubman is a lecturer and facilitator in Harvard Business School’s “Families in Business: From Generation to Generation” program.

Dr. Grubman is the author of Strangers in Paradise: How Families Adapt to Wealth Across Generations, a ground-breaking explanation of how individuals and families can adjust to wealth effectively over time. He is also the co-author of Cross Cultures: How Global Families Negotiate Change Across Generations with colleague Dennis Jaffe, PhD.

Guillaume Hervé is an accomplished senior business executive and serial intrapreneur with more than 25 years of experience in leadership and management spanning several sectors, including aerospace, high technology, healthcare, government and defence. He works with business leaders from all industries to develop high impact growth and repositioning strategies supported by well-developed execution plans leveraging intrapreneurial and entrepreneurial best practices. Guillaume is also a trained facilitator who excels at working with senior leadership teams to achieve breakthroughs, buy-in and alignment.

He is the author of Winning at Intrapreneurship: 12 Labors to Overcome Corporate Culture and Achieve Startup Success and regularly publishes articles addressing the challenges of leadership, management and intrapreneurship. He is the Intrapreneurship Expert in Residence at the Business Family Foundation, Chairman of CTS Health, an accelerator for medical technologies companies and an executive mentor to entrepreneurs in Montreal.

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.
Val is a family business advisor at Val Monk and Associates and has worked in the field of human dynamics and family business systems for over 35 years. As someone who grew up in a family business, she has firsthand appreciation of the incredible energy and commitment that goes into a family business, succession planning and leadership development. Val has offered her professional expertise as a family business advisor, leadership coach, mediator and communication facilitator to businesses, organizations, families and individuals throughout Canada, United States and Mexico. She is an advisor and facilitator with the Alberta Business Family Institute and has designed and delivered programs for Business Families Foundation.

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.

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.
Dr. Vanessa Strike is the CIBC Professor in Applied Business Family Studies at the UBC Sauder School of Business and is the academic lead at the Business Families Centre. Dr. Strike’s primary research interests are in the areas of Family Business. In particular, she focuses on the challenges of governance and decision-making within the family firm, advising to the family firm, work-life balance, and the concept of sensemaking.

Dr. Strike’s research in family business has received awards and been recognized both in Europe and North America. She received the award for the Academy of Management best family business paper, Academy of Management best social issues paper and the International Family Enterprise Research Academy (IFERA) Award for best research paper at the European Institute for Advanced Studies in Management Family Business Conference.

She is currently working on several research projects on family business, including studies on trusted advisors, family wealth, family offices, work-life balance, and family firm acquisitions.
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 function predictably.
A recognized voice in business strategy and relational leadership is founder of ALL Strategy, a successful, international enterprise focused on driving growth for service-based businesses, Carla believes incremental shifts maximize results. Carla has a relational, intuitive, and grounded approach to metrics-based success influenced by her Psychology degree, MBA, and Masters of Science in Real Estate. Passionate about generosity, she serves as Chair on the Board of Dress for Success Vancouver, Secretary on the Board of World Relief Canada, and is a respected mentor through the Forum for Women Entrepreneurs.

Philippe de Gaspé Beaubien is the President and CEO of the de Gaspé Beaubien Foundation and a founder of Adopt Inc. He is an accomplished entrepreneur who has established numerous start-ups and turn-around's over the past 20 years.

Philippe loves finding trends before they become mainstream. He then starts or acquires companies to take advantage of these opportunities. One of Philippe's fundamental beliefs is to focus on business to business companies and develop niche strategies that will allow for the domination of an industry. He believes that most companies focusing on business to consumer are in a far more competitive environment and even if they have a key strategic asset, the capital required for growth is too great for them to succeed without major outside support. Currently Philippe is working with 14 companies.

Jean-Philippe Gagnon joined the family business, Innovitech, in 2012 after graduating from the entrepreneurship program at HEC Montreal.

In his role as Consultant, Communications and Development, Jean-Philippe collaborates on the promotion of the firm’s mandates as well as the development of key projects such as innovation districts in Montreal, research consortiums and creative startups.

In September 2016, following his passion and intuition that sports are a laboratory for health, Jean-Philippe developed a business case for a private cluster in human performance within the Intrapreneurship Initiative sponsored by the Family Business Foundation. Since January 2017, he has been dedicating his time to the launch the new Innovitech division, with the vision of positioning Quebec as an international hub for new technology from the Podium to the Patient. Jean-Philippe is actively engaged in networking activities that focus on family business.


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