Alberta Business Family Institute (ABFI)

Family Enterprise Leadership Series

4 Lunch and Learn Sessions

January 27 | Calgary
January 30 | Edmonton
11:00AM – 1:00PM

Insights for Transition Planning Success

Presenter: Myron Uhryn


In this session you will learn about family business leadership from interesting case studies providing real examples of the difficulties these families had to overcome to transition their business to the next generation. Examples of difficulties discussed include; maintaining fairness, gender bias, perceived favoritism, differences in values, addictions, preparing the next generation, deciding how much is enough, status, and the importance of purpose, meaning and legacy.

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March 16 | Calgary
March 19 | Edmonton
11:00AM – 1:00PM

Shakespeare and Family Business

Presenter: Dr. Lloyd Steier


William Shakespeare is commonly described as a “writer for all ages.” His work endures because it speaks to the human experience. This presentation explores and examines Shakespearian themes that might be usefully applied to working with–and in–family businesses.  With reference to King Lear, Hamlet and Romeo & Juliet it explores themes such as succession, identity, monetizing love, sibling rivalry, obligation, and working with the next generation.  Lloyd recently presented this session at the FFI conference in London, UK.  It was also featured on CBC radio. 

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May 5 | Calgary
May 7 | Edmonton
11:00AM – 1:00PM

The Family Charter or Family Constitution – Do we need one? Where do we start?

Presenter: Patrick O`Connor


Learn more about what a Family charter of Constitution is and what it could do for your family. This session will provide you with the opportunity to draft a good outline on the start of your own Family Charter or Constitution, or ideas on the area you want to revise on your own current document.

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April 14 | Calgary

April 16 | Edmonton

11:00AM- 1:00PM

So you want to change the world, eh?
Joint Ventures between Family Foundations and Other Funders

Presenters: Gena Rotstein & Richard Ouellette

 

More and more funders are requiring their recipients to work collaboratively with other organizations, but few funders model this same behavior. This workshop explores different collaborative approaches between funders for moving their philanthropic agendas forward. Over the course of the 90 minutes we will discuss how family foundations and private philanthropists can work with: government funders, other family foundations and private philanthropists, public funding bodies and community foundations and corporations. Client case studies will be provided and participants will leave with tools and resources they can take back to their families and businesses