Integrating FEA Into Your Practice
New Tools For Your FEA Toolbox!
Over the past 10 years, the field of family enterprise advising has changed. This course, designed specifically for designated Family Enterprise Advisors (FEAs), has been developed to reflect on those changes and what they mean for your practice.
Register for Integrating FEA Into Your Practice to deepen your use of the FEA mindset, expand your strategic perspective, and find new ways to translate your knowledge and experience into meaningful action with the families you serve.
Course description and topics
This course is all about deepening the FEA approach into your professional practice. We will start the session by reviewing the changes in family enterprise advising that we’ve seen emerge in the past 10 years. Then we’ll take you on a journey of self-reflection to explore your own practice and discover how you can better apply the FEA approach. Together, we will employ a series of vignettes to explore how an advisor might approach a continuity challenge in a more traditional approach versus how a certified FEA would approach the same issue.
TOPIC SPOTLIGHT: FAMILY OFFICES
We will focus on one key global trend: family offices, including an exploration of single family offices (SFO) vs. multi-family offices (MFO). We will provide an overview of each, and help you identify some of the challenges of implementing and operating them. Our goal is to translate your FEA strategic and systemic thinking into action with your family enterprise clients.
This course will not only take a deep dive into what’s new in family enterprise advising, but will also cover:
- Global trends and the evolution of the ‘family enterprise’ field
- An exploration of the question “What is an FEA?”
- A review of roles and strategic frameworks
- A refresher on the FEA Principles of Practice
- An introduction to FEA Peer Groups and other community benefits
- A chance to synthesize what you learn
Course objectives:
Better understand advanced topics like single vs. multi-family offices, governance and decision rights, conflicts and confidentiality, cross-regulatory nuance, provider oversight, and much more).
Stay current with the latest developments in the field of family enterprise advising, so you can tailor your approach with clients.
Identify today’s common mistakes that advisors make in family enterprise advising, and how to avoid them.
Refresh your knowledge of FEA materials and tools with your family clients.
Explore and experience how the importance of systems thinking adds value to your services.
Experience how the FEA approach impacts family enterprises across the generations.
Who Can Register?
Integrating FEA Into Your Practice is available to certified FEAs in good standing.
CE Credits
Taking the Integrating FEA Into Your Practice course qualifies you for seven (7) CE credits.
When and where is Integrating FEA Into Your Practice available?
The next edition of this one-day course will take place at Symposium 2026 in Vancouver. Select this course during registration. Space is reserved on a first come, first served basis.
Cost
FREE
This course is included in your FEC Membership.