Alberta Business Family Institute (ABFI)

Family Enterprise Leadership Series

ABFI Leadership Series

 


February 19 | Calgary
February 21 | Edmonton
11:00AM-1:00PM

COST: $50
*Includes Lunch

COLLABORATION without burning out!

Myron Uhryn, MBA, FEA
Christoff Boshoff, MBA, CIWM

Why do we take on to much? Eliminate the unnecessary in your life and expand your productivity and resilience in your family business.
In this session you will learn to improve your leadership in context of high performance collaboration.

      

March 12 | Calgary
March 14 | Edmonton
11:00AM-1:00PM

COST: $50
*Includes Lunch

Philanthropy 3.0 – Beyond Just Writing a Cheque

Gena Rotstein, FEA & Richard Ouellette

Managing the Family Foundation or Donor Advised Fund (DAF) is just like managing an operating business. Strategic decisions need to be made to transition the wealth as well as to give money away without creating additional challenges in the community.
In this session we will focus on where the “disconnect” occurs and provide advisors with tools and resources to engage and carry the philanthropic conversation to the next level. We will also provide families with information to further engage their advisors in meaningful conversations around philanthropy and social capital management.

MORE INFO & BIOS

      

April 16 | Calgary
April 18 | Edmonton
11:00AM-1:00PM

COST: $50
*Includes Lunch

Asset PROTECTION: Where is the risk?

K. Gregrory Senda, LLB, FEA

What positive influence did your parents have on you? What about your grandparents? Was it only about the money? If it’s not just about the money, what else is important?
This session will illustrate some common risks to families and family businesses; the law related to these risks and some common legal tools to address those risks; and how Family Enterprise Advisors provide a different perspective on what risk means to illustrate how traditional estate planning may leave or even create blind spots of risk.  Unless one knows the meaning of risk, one cannot adequately plan for it

MORE INFO & BIOS

      

May 14 | Calgary
May 16 | Edmonton
11:00AM-1:00PM

COST: $50
*Includes Lunch

Business CONTINUITY within the family enterprise

Kent Coulter, FEA

What does it take to prepare and plan for your family enterprise to last? 
The primary goal of this session will be to recognize the importance of planning so that the business continues operating the way you want once you are no longer involved, as well as understanding the risks of not being prepared.  Areas that will be discussed include: identifying objectives for your family, the business, and the owners; quantifying business and personal financial resources; and, maximizing and protecting business value.

MORE INFO & BIOS

      

June 4 | Calgary
June 6 | Edmonton

COST: $50
*Includes Lunch

PREPARING family, business , and you for the next chapter

Ross Young, FEA and Trudy Pelletier, FEA

Beginnings go together with endings. The challenge is; we, as human beings don’t like endings. Failure to prepare for endings and beginnings is a source of stress, confusion and unhappiness. Retirement is considered one of life’s biggest transitions; yet, few plan for it.
Understand the multi-dimensional impact of letting go and opening the page to your next chapter – continuity from one chapter the next. Learn how to start planning for both the mindset; emotional and mental; as well as the technical and financial to secure your relationships, family, business and future.

MORE INFO & BIOS