Integrating FEA Into Your Practice

New Tools For Your FEA Toolbox

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 from the FEA Program, this workshop reviews some “old favorites” and provides you with  some new tools, techniques and approaches to sharpen your advising skills with your business family clients.

Integrating FEA Into Your Practice is offered in person, at several different centres 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:

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.

CE Credits

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:

  • March 4, 2024 – Vancouver (UBC)
  • May 2, 2024 – Montreal (Bonaventure)
  • May 27, 2024 – Calgary (Hyatt Regency before Symposium 2024)
  • October 8, 2024 – GTA (Kingbridge Centre, with FEA Forum)
    • Registration coming soon…

Registration fee

per person

plus applicable taxes

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