Program

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

FEA Pre-Symposium  |  FEYA Gala  |  Overview  |  Presenters  |  Program  |  Registration  |  StrengthsFinder  |  Travel Information

PROGRAM

Sunday, June 11  |  Monday, June 12  |  Tuesday, June 13  |  Wednesday, June 14

SUNDAY, JUNE 11, 2017 
5:30 pm - 9:30 pm | Pre-Symposium Dinner - FEA Designates Only
 
MONDAY, JUNE 12, 2017 
8:30 am - 11:30 am | Pre-Symposium Workshop - FEA Designates Only 
(breakfast included)
Master level case clinic lead by Judi Cunningham and Gaia Machisio
 
1:00 pm - 2:15 pm | Opening Keynote
Guillaume Herve | How to Identify and Set-Up an Intraprise Within Your Family Business
Intrapreneurship is becoming increasingly relevant to businesses looking to compete with the lure and excitement of entrepreneurship and independent start-ups. Guillaume will speak about intrapreneurship and its place and importance to businesses looking to grow and diversify. He will discuss how new intrapreneurial business ideas can be identified and speak to the main challenges of intrapreneurship and the benefits of leveraging this approach to incubate new business initiatives and identify future leaders. He will also address how intrapreneurship can play a key role in ensuring the continuity of the family enterprise.
 
2:30 pm - 4:00 pm | Plenary Workshop
Carla Wood | Driving RESULTS: Unleash Your Talents
Family Enterprise can be the greatest opportunity in the world and one of the most challenging. Understanding the ‘why’ behind many of the behaviours, perspectives, miscommunications, strengths and differences in each member of your family or team can bring about immense change in the family dynamics, communication, productivity and success of your business.

Session Objectives: Using the well researched and internationally recognized Clifton StrengthsFinder assessment by Gallup as a foundation you will:
• Learn how to take the natural talents of you and those of your family or team and leverage them to do more, have greater enjoyment as you do it, and increase your profitability along the way
• Understand how to better work together around a Common Purpose in the business
• Leverage communication, collaboration, connectedness and celebration using your learnings from the StrengthsFinder results.

Get ready for some big "aha" moments and clarity on how to make some small tweaks with big impact.
 
5:30 pm - 9:30 pm | FEYA Gala
Canadian Museum of Immigration at Pier 21
The Family Enterprise of the Year Award (FEYA) is an annual recognition by FEX to celebrate, and promote the achievements of Canadian business families and the considerable contribution they make to both their local communities and our national economy. Each year the National recipient is honoured at a gala dinner, which this year will take place at the Canadian Museum of Immigration at Pier 21.
 
*Note, lunch is not included on Monday, June 12
 
TUESDAY, JUNE 13, 2017 
7:00 am - 8:30 am | Networking Breakfast
 
8:30 am - 9:30 am | Keynote
Diana Chambers | Graceful Generational Transitions
Whilst a family’s senior generation may recognise that they need the next generation to continue their legacy, they may hesitate to cede control. Mixed emotions can collide with a next generation’s expectations and desires. The stakes couldn’t be higher when the family’s assets and relationships are on the line. 

Diana Chambers will help us to identify some of the drivers at play, so we have a clearer idea how to engage in ways that will be a win-win for both generations. We’ll see how our relationship to money can either help or hinder the dynamics and generational succession. The path forward includes developing financial emotional intelligence (EQ) in all our family members. This skill can help us address challenges not only between generations but also among siblings and cousins.

Session Objectives:
• Raise awareness of the importance and role of financial EQ
• Highlight some generational challenges, specifically identity formation of next generation and the tension they experience between belonging to family while pursuing their own unique paths
• Offer insights into some basic financial EQ skills
 
9:45 am - 11:15 am | Concurrent Workshop Sessions
SESSION 1: Wendy Sage-Hayward | Topic TBA

SESSION 2: Lloyd Robinson | Forgiveness - A Key Competency for the Successful Family Enterprise
In this workshop, attendees will be exposed to the key elements of Forgiveness and why it can have a significant impact on the success of the family and the family enterprise. The program will include practical information on why Forgiveness is a key competency for all family members to develop and practice. Attendees will be given a roadmap focusing on Forgiveness as a life skill everyone can learn and apply in resolving conflicts, building trust, and working cohesively over the long term.

Session Objectives:
• Position Forgiveness as a key competency for development by family members
• Explore why Forgiveness can positively impact families and family enterprises
• Share a step by step Forgiveness methodology
• Use ‘real world’ examples of Forgiveness attendees can relate to

SESSION 3: Kathleen Wiseman | Mistakes Made, Lessons Learned 
Edison tried 1,800 times to make the light bulb. Columbus was headed to India for spice. And Marie Curie’s failures gave us radium. Mistakes; we all make them. It’s just part of being human. What counts is what we do with the experience; how we learn from those mistakes. That makes all the difference! With that in mind, the session proposed will highlight the mistakes made and possible alternatives to living and working in family enterprise as a family member or as a professional advisor.

Session Objectives:
• Provides an opportunity to critically consider/examine the experience of working in or advising family enterprise
• Allows the participants to take personal risks leading to professional personal growth
• Removes boundaries having to do with fear of failure and promotes new ways to succeed
• Creates connections between concepts/practice principles and implementation
 
11:30 am - 12:15 pm | Keynote
Paul Attia | Diving into the Family Business
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.

12:15 pm - 1:15 pm | Lunch

1:15 pm - 2:45 pm | Concurrent Workshop Sessions
SESSION 1: Diana Chambers | Belonging in a Family Enterprise
This is an opportunity to continue a dialogue with Diana Chambers along the themes of her morning talk. Diana will facilitate a peer-to-peer conversation on identity within a legacy family while recognizing the inherent tension for next generation family members who want both to be true to themselves and belong to the larger family. Together you will consider how the senior generation might encourage all family members to pursue their unique paths while still contributing to the larger family enterprise.

This session is reserved for family members only of all generations.

SESSION 2: Jim Grubman | Green, Yellow, or Red Zone Families: Which Do You Have in Your Advisory Practice?
Families of wealth and family enterprises have some things in common and many things that are individual. A crucial advisory skill is to know how to strike the right balance of generalizing and tailoring the process for each client family. In this interactive workshop, we will look at the key attributes advisors need to attend to, including the family’s generation of wealth, cultural heritage, pattern of communication, and methods of decision-making. We will also look at how advisors’ own biases can interfere with accurate assessment and successful collaboration with the family itself.

This session is reserved for advisors only.

SESSION 3: Alberta Business Family Institute | Topic TBA
 
3:00 pm - 4:30 pm | Keynote
Dr. Vanessa Strike | De Kuyper Royal Distillers: The Tale of the Cocktail
An interactive-audience facilitation of the case story of De Kuyper Royal Distillers, followed by a discussion with Bob de Kuyper, Marc de Kuyper and his wife Viviane de Kuyper, and ending with an audience Q&A. De Kuyper Royal Distillers (De Kuyper) is a 322 year-old family firm in the Netherlands and produces the largest variety of liqueurs in the world. The firm had always been owned and controlled by the de Kuyper family. Audience will be sent the case to read in advance of the session.

Session Objectives:
• The impact of different perspectives across generations within a family firm
• The need for a clear and impartial succession process within a family firm
• Different types of succession models
• The importance of recognizing the iterative testing process as a successor

4:30 pm - 5:30 pm | Cocktail Reception
 
Evening
Free to explore the wonderful city of Halifax. Suggestions and recommendations will be provided.
 
WEDNESDAY, JUNE 14, 2017 
7:00 am - 8:30 am | Networking Breakfast
 
8:30 am - 9:30 am | Keynote
Jim Grubman | Becoming a "Learning Family Enterprise", A Key Element in Your Family's Success
One of the most important qualities of successful multi-generational families is a mindset of shared learning. Yet, for many families in the first or second generation of wealth, this is difficult. Entrepreneurs may not be good teachers, or they may take the approach that “no one taught me, why should I have to teach them?” The Rising Generation may be more focused on establishing their credibility than revealing their gaps in skill or knowledge. In this keynote, Dr. Jim Grubman will discuss the latest research on the importance of being a learning family enterprise and how the generations can work together to foster a dynamic, adaptive culture.

9:45 am - 11:15 am | Concurrent Workshop Sessions
SESSION 1: Lloyd Robinson | Forgiveness - A Key Competency for the Successful Family Enterprise
In this workshop, attendees will be exposed to the key elements of Forgiveness and why it can have a significant impact on the success of the family and the family enterprise. The program will include practical information on why Forgiveness is a key competency for all family members to develop and practice. Attendees will be given a roadmap focusing on Forgiveness as a life skill everyone can learn and apply in resolving conflicts, building trust, and working cohesively over the long term. 

Session Objectives: 
• Position Forgiveness as a key competency for development by family members
• Explore why Forgiveness can positively impact families and family enterprises
• Share a step by step Forgiveness methodology 
• Use ‘real world’ examples of Forgiveness attendees can relate to
 
SESSION 2: Patricia Angus | Are You "Wealthy"?
This family-only session will provide an opportunity to explore "wealth" in historic and cultural context so that participants can learn from Western and Eastern wisdom and apply it to their families in practical ways. It will create a safe space to step back from day-to-day concerns about business, tax, finances, and investments, and allow personal reflection on realistic ways to face even more complicated challenges. The conversation will centre on what does “wealth” mean to you and your family, and how can you attain it? By focusing on essential and timeless questions, family members will explore what they don't know, consider how to be more comfortable with uncertainty, and most importantly develop follow up steps for practical application. There is comfort to be gained from the wisdom of the ages, and this session will help family members of all generations feel more comfortable with issues of greatest concern. Each participant will be encouraged to develop their own practical ways to apply the learnings of the session. It is a unique chance to shift perspective and gain new insights.

Patricia Angus will lead the group through an interactive discussion focused on helping participants better understand what they do - and don't know - and how to help their families and family enterprises long into the future.

Objectives:
• Put family "wealth" in context
• Help family participants identify common purpose
• Enable deeper conversations (beyond "tools" / "techniques" to underlying assumptions/ motivations)
• Encourage participants to create practical personal and family plans
 
SESSION 3: Kathleen Wiseman | Mistakes Made, Lessons Learned 
Edison tried 1,800 times to make the light bulb. Columbus was headed to India for spice. And Marie Curie’s failures gave us radium. Mistakes; we all make them. It’s just part of being human. What counts is what we do with the experience; how we learn from those mistakes. That makes all the difference! With that in mind, the session proposed will highlight the mistakes made and possible alternatives to living and working in family enterprise as a family member or as a professional advisor. 

Session Objectives: 
• Provides an opportunity to critically consider/examine the experience of working in or advising family enterprise 
• Allows the participants to take personal risks leading to professional personal growth 
• Removes boundaries having to do with fear of failure and promotes new ways to succeed 
• Creates connections between concepts/practice principles and implementation
 
11:30 am - 12:30 pm | Plenary
Business Family Panel Moderator: Margaret-Jean Mannix

12:30 pm - 1:30 pm | Lunch

1:30 pm - 3:00 pm | Plenary
Carla Wood + FEA Faculty | Integration: Integrating My Learning Into MY World



MEMBER LOGIN



Forgot your Password?

BECOME A MEMBER

Ready to become a member?

Get our Newsletter

Sign up for our newsletter to stay connected with FEX news, events and programming.

690 Dorval Drive, Suite 135
Oakville, Ontario  L6K 3W7
866.849.0099
905.337.8375