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) 
Judi Cunningham and Gaia Machisio | Path to Excellence
mas·ter·y
noun: mastery comprehensive knowledge or skill in a subject or accomplishment.

Mastery is the fourth level of accomplishment on the FEX Learning Continuum and the FEA Program and Designation has laid the foundation on this path towards excellence. But what does it mean to be a master? What do we need to learn and how will we know when we get there?

One of the biggest challenges in the pursuit of mastery in any field of study or physical pursuit is learning how to manage ourselves. Our emotions, our biases and recognizing that our perceptions and assumptions are coloured by own story and life experiences. How do we learn to get out of our own way?

This unique workshop will ask you to reflect on what you have learned and how you have applied that learning. We will explore the areas in your practice that you find the most challenging and the opportunities you are afraid to take because the outcome is uncertain or unclear. Next through family vignettes you will be challenged to assess, decide and articulate a process to address each family enterprise situation. Think of this as FEA in the ER.
 
 - Note, lunch is not included in Monday's programming  -
 
1:00 pm - 2:45 pm | Welcome & 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.

Session Objectives:
• Understand the key concepts of intrapreneurship
• Discover ways to identify intrapreneurship business ideas and the challenges that come with the territory
• How intrapreneurship can play a key role in a family business
 
3:00 pm - 4:30 pm | Plenary Workshop
Carla Wood | Driving RESULTS: Unleash Your Talents | StrengthsFinder Assessment
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.

Please remember to bring a copy of your StrengthsFinder Insights results to this session.
 
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.
 
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 recognize 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 | An Owners Mindset: Building Capacity in the Rising Generation
The family enterprise world is hugely complex with its ever-changing landscape of the family, business and ownership lifecycles. So how do business families develop thoughtful, capable next-generation owners to manage this complexity? It happens by investing in and nurturing an owners’ mindset along with a genuine sense of stewardship. This workshop offers a structure and approach for each stage of an owner’s development across the lifespan (from earliest years to retirement), providing examples and practical advice for the promotion of strong personal, interpersonal, family, and business knowledge and capabilities. We will explore how to grow the skills, knowledge, and abilities required to be an effective family business owner at any age or development stage.

Session Objectives: 
• To raise awareness of the need for development of an owner’s mindset from early stages to later stages
• To explain the “how-to” of ownership development based on life stages of both the individual and the family
• To demonstrate how to build one core ownership skill
• To help families assess their ownership development needs

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.

Session Objectives:
• Reflect on the power of storytelling and how we learn from our shared experiences
• Xchanging generational wisdom isn’t always easy. Reflect on ways that work and those that don’t
• Understand the dilemma of balancing individual wants with the pulls of loyalty and love

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.

Session Objectives:
• Reflect on what it means to belong to a family enterprise
• Consider ways to manage personal desires with family expectations
• Develop ways that the senior generation might encourage all family members to pursue their unique paths while contributing to the 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.

Session Objectives:
• Understand how your biases can interfere with an accurate assessment of your family enterprise client
• Learn how to strike a balance between those things that are common to most family enterprises and those things that are unique when developing a process for each family client
• Recognize the key attributes needed to work with family enterprises including cultural heritage, patterns of communication and methods of decision making

This session is reserved for advisors only.

SESSION 3: Alberta Business Family Institute | Shauna Feth & Val Monk | Family Systems and Communication Patterns
We all know that the first place we learn how to communicate is within our family. Yet we are generally unaware of how much impact those powerful learnings have in our day to day conversations. Every family creates its own culture of communication, and most often, the family business will adopt the culture and values of the family. This includes the communication habits, patterns and expectations that have grown from family relationships and interaction. This workshop will provide advisors and family members alike an opportunity to become more aware of the patterns of communication that can support or limit success. Effective communication processes can simultaneously improve family relationships leading to successful business practices and a clear ownership vision. This workshop is based on the teachings of Virginia Satir, known worldwide for her work related to family systems and communication.

“We can learn something new anytime we believe we can.” 
- Virginia Satir

Session Objectives:
• Develop deeper awareness and clarity about your communication patterns
• Assess and improve the communication practices in Family, Business and Ownership systems
• Increase confidence in managing the natural dilemmas that occur in different stages of family business growth and succession
• Recognize that healthy effective communication is the result of an intentional and conscious commitment
 
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

Plenary - Followed by De Kuyper Cocktail Sample
 
Evening
Free to explore the wonderful city of Halifax, or join us on the Good Cheer Trail!

Pick up your Good Cheer Trail Passport at the registration desk and take advantage of a free night with friends and colleagues. Get a group together and make a plan to visit local craft breweries and pubs, get your passport stamped and meet us back at Murphy’s on the Cable Wharf for a drink.

Don’t forget to bring your passport with at least 2 stamps for a raffle ticket to win a Taste of Nova Scotia Ultimate Gourmet Sampler gift basket, it will be shipped directly to your door.
 
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.

Session Objectives:
• Understand what it means to be a “learning family enterprise and why this could matter to you
• Explore different ways that multiple generations can work together and learn together
• Look at the reasons behind the different approaches to learning often held by senior and rising generations

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.

Session 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

This session is reserved for families only.
 
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
Multi-Generation Family Enterprise Panel | Moderator: Margaret-Jean Mannix

All family enterprises face the challenge of engaging and inspiring the upcoming generations who want to contribute to the family’s operations. It takes commitment to the continuity of the family enterprise to create opportunities for next gen members. Supporting their education and professional development as well as their individual interests is a good starting point. However, because of a variety of reasons sometime the next generation is not able to see a path for themselves within the family enterprise that is exciting and inspiring. Join us as we learn from both senior and upcoming family members about ways to create dialogue and for the xchange of wisdom that honours the needs and aspirations of all generations.

Panelists:
Philippe de Gaspé Beaubien | President and CEO, de Gaspé Beuabien Foundation | Founder, Adopt Inc.
Jean-Philippe Gagnon | Consultant, Communications and Development, Innovitech

Session Objectives:
• What some senior generations are doing to empower and engage the upcoming generation
• Understand the challenges and opportunities that the rising generation see as they consider entering or staying in the family enterprise
• Take away ideas and suggestions that can be discussed and applied within your own family enterprise

 
12:30 pm - 1:30 pm |  Lunch
 
1:30 pm - 2:45 pm | Plenary
Carla Wood + FEA Faculty | Workshop: Integrating My Learning Into MY World
In this concluding session, you will have the opportunity to discuss, debrief and develop an action plan based on what you learned and who inspired you, from the many topics our speakers and presenters offered over the past two and a half days. Connect with colleagues and family members, listen for insights and share your discoveries while considering what steps you want to take to implement your learning into your business, practice and relationships. You will leave with concrete ways to apply your key takeaways from the Session Speakers in the following week, 30 days, 90 days, and the next year.

Get ready to make some exciting commitments to your business, your practice and your life with the support of Speaker and Strategist Carla Wood and Family Enterprise Advisor and Coach, David Bentall.

We want you back at our 2018 Symposium saying “guess what we achieved since last year!”
 
2:45 pm - 3:00 pm | Closing Remarks



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