Register For Our Fully Online Course
November 2, 2026
Integrating FEA Into Your Practice
Revisit the tools. Refresh your practice. Rethink what’s next.
The IFP experience
- REVISIT - Reconnect with the core tools, processes and frameworks that underpin FEA practice.
- REFRESH - Explore how experienced practitioners are applying these tools in today's family enterprise environments.
- RETHINK - Examine an emerging issue, in this case, longevity, that challenges traditional assumptions about continuity, succession and stewardship.
- APPLY - Translate the learning into practical approaches FEAs can bring back to their work with families.
Register For Our Fully Online Course
November 2, 2026
Integrating FEA Into Your Practice
Date: Monday, November 2, 2026 (Online Workshop)
Time: 11:00 AM - 5:00 PM Eastern Time
Instructor: Kathy Bright, MBA, FEA
Audience: FEAs in good standing
Description: Integrating FEA into Your Practice (IFP) is designed for FEAs who want to reconnect with the key tools, processes, and frameworks that support effective family enterprise continuity advising and consider how those tools can be applied to the realities families are facing today.
The program provides an opportunity to refresh core FEA concepts, revisit practical approaches, share experiences with fellow practitioners, and explore what is changing in the family enterprise landscape. Alongside the foundational tools and frameworks, each IFP program brings a timely or emerging topic that challenges us to look beyond established practice and consider what it means for the future of family enterprise advising.
Cost
$495
Free!
This course is included in your FEC Membership.
Do you know someone who might be interested in becoming an FEA?
Share this link for a free Introduction to the FEA Program webinar, where they can learn more.
Speaker
Kathy Bright, MBA, FEA
Kathy has worked with enterprising families for nearly twenty years. As a consultant, educator, and board director, she works with families to help them thrive across generations. In addition to this, Kathy guides professional advisors to better understand the complex needs of their family business clients.
Her range includes hands-on experience with strategy and governance, and she has served on numerous family business and public company boards. She has acted as the President and an Officer of the Board for Family Enterprise Canada and Director of the Board of the Business Families Centre at UBC’s Sauder School of Business. Kathy offers insightful consulting perspectives, with interests in leadership, succession and continuity planning, strategy, risk management, governance structures, fiduciary responsibility, and the development and maintenance of positive relationships in enterprising families.
We will focus on one key global trend: family offices, including an exploration of single-family offices (SFO) vs. multi-family offices (MFO). We will provide an overview of each and help you identify some of the challenges of implementing and operating them. Our goal is to translate your FEA strategic and systemic thinking into action with your family enterprise clients.
This course will not only take a deep dive into what’s new in family enterprise advising, but will also cover:
- Global trends and the evolution of the ‘family enterprise’ field
- An exploration of the question “What is an FEA?”
- A review of roles and strategic frameworks
- A refresher on the FEA Principles of Practice
- A chance to synthesize what you learn
Topic Spotlight: How longevity is impacting family businesses
- To build understanding of the role of the FEA and where you personally fit in the FEA ecosystem
- To advance the integration of the FEA tools and processes into your family enterprise advisory practice
- To explore and experience how the FEA approach and mindset adds value to your advising services
- To recognize the impact that advising has on family enterprises and to build awareness of your own boundaries and biases
- To experience how the FEA approach impacts family enterprises across the generations
Course Objectives:
Katherine Bright, MBA, FEA
Kathy has worked with enterprising families for nearly twenty years. As a consultant, educator, and board director, she works with families to help them thrive across generations. In addition to this, Kathy guides professional advisors to better understand the complex needs of their family business clients.
Her range includes hands-on experience with strategy and governance, and she has served on numerous family business and public company boards. She has acted as the President and an Officer of the Board for Family Enterprise Canada and Director of the Board of the Business Families Centre at UBC’s Sauder School of Business. Kathy offers insightful consulting perspectives, with interests in leadership, succession and continuity planning, strategy, risk management, governance structures, fiduciary responsibility, and the development and maintenance of positive relationships in enterprising families.
People are living and potentially working, leading, owning, and contributing longer than ever before. This shift in human longevity is challenging traditional assumptions about retirement, succession, generational roles, ownership transfer, and family enterprise continuity.
In this session, we’ll explore how longer lives and greater generational overlap are reshaping the family enterprise landscape, and what this means for FEAs and the families they advise. Using practical frameworks, emerging insights, and a family enterprise case study, participants will apply a “longevity lens” to familiar FEA tools and explore new ways to think about leadership transitions, intergenerational participation, ownership, purpose, and legacy.
The goal is not simply to understand longevity as a demographic trend, but to ask a more fundamental question: If the human life cycle is changing, should the family-enterprise life cycle change too?
Through the IFP experience, FEAs will leave with an opportunity to revisit what they know, challenge some of the assumptions behind their practice, and consider how their FEA toolkit can evolve to meet the changing needs of families.
Topic Spotlight:
Beyond Succession: Rethinking Family Enterprise Continuity in the Longevity Era
Who can register:
Integrating FEA Into Your Practice is available to certified FEAs in good standing.
CE Credits
Taking the Integrating FEA Into Your Practice course qualifies you for seven (7) CE credits.
If you need assistance with your registration, please email us at fea@familyenterprise.ca
- To build understanding of the role of the FEA and where you personally fit in the FEA ecosystem
- To advance the integration of the FEA tools and processes into your family enterprise advisory practice
- To explore and experience how the FEA approach and mindset adds value to your advising services
- To recognize the impact that advising has on family enterprises and to build awareness of your own boundaries and biases
- To experience how the FEA approach impacts family enterprises across the generations
Course Objectives: