Alberta Business Family Institute (ABFI)

Family Enterprise Leadership Series

 

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November  6 | Calgary
11:00AM-1:00PM

COST: $50
*Includes Lunch

Managing shared assets – LESSONS from the family cabin

Lloyd Steier, PHD and Chris Thrall, MBA

Many families report that recreational properties such as cabins, mountain retreats, and second homes play important roles in building family cohesion and well-being. Activities such as  outings on the lake, hikes, work projects,  joint meal preparation and laughs around the campfire often create memories that last a lifetime.  Ironically these assets, generally believed to play important roles in building the family unit, can also tear it apart unless managed properly.   For many families an important question is:  How can a shared asset, like a family cabin, pass smoothly from one generation to the next and allow everyone to enjoy and maintain the legacy?

This innovative session explores the issues associated with shared assets, including common causes of friction, conflict resolution, effective governance and more.

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December 11 | Calgary
December 13 | Edmonton
11:00AM- 1:00PM

COST: $50
*Includes Lunch

LEADING with emotional intelligence

Trudy Pelletier, FEA, CEC

Emotions make smart people stupid!  Emotions strengthen or weaken relationships. Emotions affect teams, families, and communities.
In this session learn what Emotional Intelligence is and increase the capacity to self-govern through awareness of Emotional Intelligence. Augment your leadership and communication skills to partner with founding generation to secure your business and family as well as collaborate with your team to lead the family enterprise to the next level.

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January 15 | Calgary
January 17 | Edmonton
11:00AM-1:00PM

COST: $50
*Includes Lunch

Continuity – A PROCESS for creating wealth across generations.

Patricia Steele, FEA B.Comm, LL.B, LL.M (candidate), ICD.D, FEA
Josh Steele, B.A., TEP (candidate)
Robert Finnigan, CPA, CA (speaking in Calgary only)
[Rep from client family and Edmonton tax expert to follow]

Continuity – the creation of wealth across generations and a family that flourishes over time.  With a foundation in law this session will draw on work by a variety of non-legal experts, package up tools, introduce a process and guide you along the path to continuity.  Values inform the way we live, conduct business and lay the foundation for our decision making.1 This is where the session will start.  It will move on and invite participants to engage their opposable minds - their ability to consider multiple conflicting ideas at once and devise an outcome that is superior to any single, currently available alternative.2 Throughout the session we will be adopting an essentialist approach, swapping the undisciplined pursuit of more for the disciplined pursuit of less.3  Participants will be invited to recalibrate and give themselves the time and space to make good decisions.  Principles of entrepreneurial strategic planning, governance and risk management will underpin the discussions and some creatively disruptive ideas may be explored.4   The session will conclude by addressing changes to the Income Tax Act (Canada) impacting reporting requirements for trusts, tax on split income and passive investment income within the corporate group, with a focus on implications for the family enterprise.  

(1) Cynthia D. Scott, Dennis T. Jaffe, Values Edge System: An Exercise in Personal and Team Discovery (Guide to the Values Edge ModelTM); (2) Roger Martin, The Opposable Mind:  Winning through Integrative Thinking (Harvard Business School Publishing 2009); (3) Greg McKeown, Essentialism: the Disciplined Pursuit of Less (Crown Business 2014); (4) Thomas W. Deans, Every Family’s Business (Détente Financial Press 2008)

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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.

      

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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.

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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

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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.

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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.

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