Module 1

Build Generational Understanding of the Family Business Landscape

Understand Continuity vs. Succession

Identify Where You Are in Your Continuity Journey

Explore the Proven Family Enterprise Model

Examine the Role of the Family in Enterprise Success

Module 2

Family Dynamics in Generational Transitions

Clarify the Roles and Responsibilities of Owners

Distinguish Value Vs. Control in Ownership Transitions

Navigate Complex Family Dynamics

Plan for Both Ownership and Leadersip Succession

Module 3

Create a Path Forward with Governance

Harness Your Family's Unique Culture and Values

Build Governance That Reflects Your Values

Understand Core Governance Mechanisms

Building Generational Understanding

Get everyone aligned on the challenges and aspirations of being in business together, from the founders to the rising next-gens.

Communicate Across Generations

Address tough topics like succession, roles and expectations before they become sources of conflict.

Turn 'Familiness' Into Strength

Harness your family's unique culture and values as a strategic advantage in your succession planning and decision-making.

FEC MEMBERS

FREE

Included with your FEC Membership

NON-MEMBERS

$695*

$295

Additional
Family Members

JOIN THE COMMUNITY

Book a call today with Mary Thomson to learn more about joining the FEC community. 

Gaia Marchisio

Gaia is a family-enterprise researcher, consultant, educator, speaker, and writer with over 25 years of impact across global family enterprises, academic institutions, corporations, public-sector organizations, and others. She not only advises on and researches family enterprise, but is a fourth-generation successor in her own family business.

Gaia is a Senior Lecturer in Discipline, Management Division and Faculty Director, Global Family Enterprise Program for Columbia Business School in New York City. Prior to this, she was Executive Director of the Cox Family Enterprise Center, the US’s first family business center, and the Aronoff Professor of Family Business at Kennesaw State University. Gaia has been a visiting scholar at educational institutions worldwide, including large Family Business Centers in Latin America, the Caribbean, Asia, Europe, and the Pacific.

IMPORTANT NOTE FOR FEAs:

Please note that this program is specifically designed for business families. FEAs are welcome to attend if they bring a family client.

• If your family client is already an FEC member, they may register free of charge.
• If your family client is not an FEC member, the cost is $695, plus $295 for each additional seat.

 Please confirm the name(s) of the family client you have registered for this course by emailing fea@familyenterprise.ca.