How to Fully Leverage Your FEA Approach
The latest workshop designed specifically for our FEA community, Integrating FEA Into Your Practice, is about strengthening your family enterprise advising approach in your work with business families. Building on your strong foundation, this workshop aims to help you leverage the tools, techniques and approaches you learned in the FEA Program to strengthen your advising skills with your business family clients.
Integrating FEA into Your Practice is offered in-person, in several different centers across Canada, throughout the year.
Taking this workshop will help you to:
Identify common mistakes that advisors make with family enterprise advising and how to avoid them.
Refresh your application of the FEA tools with your family enterprise clients.
Strengthen your understanding of systems thinking and explore how it can add value to your family enterprise advising services.
Experience how the FEA approach impacts family enterprises across the generations.
Stay current with the latest developments in the field of family enterprise advising so you can tailor your approach with clients accordingly.
Workshop overview and topics
Created by experts in the field of family enterprise advising, this instructor-led workshop is designed for both the seasoned FEA who wants to refresh their skills and those recently designated wanting practical advice on how to apply their new skills and knowledge.
Integrating FEA Into Your Practice will not only provide a high-level review of family enterprise advising, but will also cover:
- An exploration of the question “What is a FEA?”
- A refresher on the Code of Ethics and Principles of Practice for FEAs
- A deep dive into what is new in Family Enterprise Advising
- An introduction to our FEA Peer Groups and other community benefits
- A chance to synthesizing the learning
Now is the time to revisit how you apply the FEA lens when working with your family enterprise clients.
Who can Register?
Integrating FEA Into Your Practice is available to certified FEAs in good standing, only.
Integrating FEA Into Your Practice workshop qualifies you for 6 CE credits.
When and where is Integrating FEA Into Your Practice available?
This one day in-person workshop will take place in conjunction with FEA Connect or Connecting Family Enterprise events in various locations throughout the year. Workshops will run from 9:00 AM – 4:30 PM and are currently scheduled for:
- June 13, 2023 – Vancouver
- Facilitator: Kathy Bright
- October 5, 2023 – Calgary (registration coming soon)
- Facilitator: Wendy Sage-Hayward
- November 22, 2023 – Montreal (registration coming soon)
- Facilitator: Gaia Marchisio
plus applicable taxes