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 
Kim Ades
Marjorie Brans
Chris Clarke
Judi Cunningham
Shauna Feth
Krista Han
Karen Laprade
Gaia Marchisio 
Michelle Osry
Peter Roy
Wendy Sage-Hayward
David Simpson
Dr. Lloyd Steier
Vincent Valeri
Robert Wakulat

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

Kim Ades

Kim Ades is the President and Founder of Frame of Mind Coaching™ and JournalEngine™ Software. Author, speaker, entrepreneur, and coach. Kim is recognized as one of North America's foremost experts on performance through thought mastery. Using her unique philosophy and quirky coaching style, Kim helps her clients shift their thinking in order to yield extraordinary results and personal transformation. After earning an undergraduate degree in Psychology, Kim received her MBA from the University of Ottawa. Between 1995 and 2005, Kim was the President and Founder of Upward Motion and is well known for dramatically penetrating the international real estate industry with a web-based assessment tool for the recruitment, selection and training of top performing real estate agents.


Marjorie Brans

A serial social entrepreneur and intrapreneur and Environmental Defence Green Champion of 2018, Marjorie Brans obsessively wonders: “Can free market efficiency be reconciled with deep care for the planet and all of its creatures?” Seeking an elusive answer, she has hunted for clues on five continents in multinational corporations, venture capital funds, tiny social businesses, and charities including Oxfam America and Harvard Law School. To recruit and train fellow explorers for the quest, she (co)founded the School for Social Entrepreneurs Ontario, League of Intrapreneurs Canada, CLARION (Community-Led Action to Resilience in our Neighbourhoods), and PhotoVoice (US). Despite their tired feet, Marjorie and her co-travelers suspect the answer is “yes”. 


Chris Clarke

Chris Clarke is the CEO and co-owner of First Affiliated Family Office Group; a family office firm which helps families in the Greater Toronto Area (GTA), across Canada and overseas manage their finances. Chris and her team assist their client families with a wide array of wealth, lifestyle, and legacy issues, an approach which earned them recognition from the International Society of Trust and Estate Practitioners (STEP) as one of the world’s top multi-family offices. She is a Chartered Accountant (CA), Trust and Estates Practitioner (TEP), and Registered Financial Planner (RFP).


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.


Shauna Feth

Shauna is the Executive Director of the 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. 


Krista Han

As an assurance partner with over 15 years of experience, Krista Han has significant experience providing accounting, assurance, and advisory services to clients in both the public and private sectors.

Krista has had primary responsibility for leading various complex engagements in the Toronto and Fredericton offices of Grant Thornton, with a particular interest in privately-held and family businesses. Krista also provides services related to accounting, auditing, taxation, business consulting, and financial planning.

Krista particularly enjoys working with business families, helping them address the unique issues encountered by family members in business together, including: succession and continuity planning, governance systems, communication, and conflict resolution.

Krista currently chairs the board of the Grant Thornton Foundation and sits on the St. Thomas University Board of Governors. She passionately gives her time in the community and has participated on the board of various other community organizations over the years.


Karen Laprade

Karen Laprade, an expert in human behaviour and facilitation, helps family enterprises and the leaders of family enterprise effectively manage the complicated and sensitive family, business, ownership and financial issues they face.  She brings clarity to conflict and creates interventions for group, system and generational dynamics.  As the founder of Lead Family Enterprise Advisors, she champions a model of interdisciplinary advisors deployed to work intimately with complex families, helping to identify and create optimal solutions valuing the intersection of relationship harmony and financial prosperity. Karen is a certified Family Enterprise Advisor and holds certificates in Family Wealth Advising and Family Business Advising from FFI. 

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.

Michelle Osry

Michelle leads Deloitte Canada’s Family Enterprise Consulting practice, advising business families on generational transitions and helping them to build the alignment and resilience needed to flourish across generations.

Committed to the whole family as a client, Michelle draws on a structured approach that melds traditional consulting experience with systems thinking and the insights and empathies needed to help families navigate the complexities of wealth and family dynamics.

Michelle helps enterprising families to define their goals, build communication, address conflict and establish governance structures and processes as the foundation of lasting success, as both a family and as the enterprise.


Peter Roy

Peter L. Roy is a founding partner in Roy O’Connor LLP and is the firm’s senior litigation counsel. Peter is very experienced in all aspects of civil litigation involving both individual and class proceedings. He has particular expertise in complex corporate commercial and securities litigation, shareholder oppression and derivative actions, Director and Officer Duties and Responsibilities, mining related litigation and Class Actions. He has been recognized by Benchmark Canada as a National Securities Litigation Star and an Ontario Securities, Class Action Litigation Star and one of the Top 50 Trial Lawyers in Canada.

Peter has been counsel on many noteworthy reported cases. He is a frequent contributor to professional development conferences. Peter has written and presented papers on complex and international litigation, electronic discovery and arbitration in Canada, Mexico and the United States.


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.


Dr. Lloyd Steier

Dr. Lloyd Steier is a Professor in the Department of Strategic Management and Organization at the University of Alberta School of Business. He holds a Distinguished Chair in Entrepreneurship and Family Enterprise and is the Academic Director of both the Centre for Entrepreneurship and Family Enterprise and the Alberta Business Family Institute.

Professor Steier's research interests span family business, strategic management, firm governance, organizational theory, and entrepreneurship. He has taught at the B. Com., MBA, EMBA and PhD levels and is the recipient of a number of teaching awards. He also holds an ICD.D designation with the Institute of Corporate Directors as well as Advanced Certificate in Family Business Advising from the Family Firm Institute--additionally, he has taught in both of these programs. Lloyd was the lead instructor for the TEC Edmonton Venture Prize program for ten years. He has also worked with numerous public and private sector organizations in facilitator, speaker, consulting, and executive development roles.

Vincent Valeri

Growing up in a multinational family enterprise, Vincent has firsthand experience of the benefits, challenges, and dynamics families face when working and managing wealth together. Like many who grew up in a family business, Vincent learned his family business from a very young age, and from the bottom up. After the sale of the family business, Vincent utilized his Master of Management degree to work as a management/ marketing consultant for some of North America’s largest companies.

This was followed by five years in wealth management for one of Canada’s largest banks, where Vincent focused on managing the financial affairs of family enterprises and generational wealth transfer. Working in wealth management, Vincent witnessed a significant gap in the management of a family’s wealth and business in relation to the management of the familial relationships and dynamics.

Robert Wakulat

Upon graduating from the Commerce Program at Queen's University, Robert's path took him to working with a start-up tech company in Germany, teaching English in Japan, volunteering as a human rights intern in Ghana and, ultimately, to earning his Juris Doctor from the University of Toronto in 2008. 

As fate would have it, Robert ultimately followed in his father's small business footsteps by hanging out his own shingle after completing his law articles. From the outset, his legal practice provided practical business and governance solutions to entrepreneurs and organizations operating in the social enterprise sector. This year he was chuffed to add a third partner and launch the next iteration of his legal practice: WRD LLP. Robert is also the co-founder and Managing Director of Courage Co-Lab Inc., where he facilitates creative thinking workshops for a variety of clients in times of change.

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