Hosted by: Family Business Atlantic and Family Enterprise Canada

Presented by:

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Every family business reaches moments when it is worth stepping back and asking: Are we healthy as a business, as a family, and as owners, and are we preparing for what comes next?

On October 29, FBA is bringing together an exceptional group of professionals and family business leaders for an afternoon designed to help you do exactly that.

This is not a day of theory or generic business advice. It is a chance to ask questions, hear honest experiences and gain practical perspectives that you can take back to your own family and business.

And there is a unique opportunity at the heart of the afternoon: five experienced professionals will be in the room offering their expertise and answering your questions AND you are able to bring one other person at no additional cost as part of your event registration. Whether your questions are about your finances, legal considerations, wealth, financing or the family dynamics that can influence business decisions, you'll have direct access to people who work with family businesses every day.

Trusted Advisor Panel

Moderated by Brian Wood, Regional Vice-President with IG Private Wealth Management, our advisor panel brings together expertise across the areas that matter most to family enterprises:

• David MacDonald – Strong & Associates | Accountant
  Accounting and financial perspectives to help you better understand your numbers and plan ahead.
• Carrolle Fernando – Cox & Palmer | Lawyer
  Practical legal perspectives on ownership, governance, succession and planning.
• Lauren Chaulk – IG Private Wealth Management | Wealth Advisor
  Insights into wealth planning and preparing families for the transition of business and personal wealth.
• Amanda Francis – BMO | Commercial Banker
  A banking and financing perspective on growth, investment and the financial side of transition.
• David Blom – Blackwood Family Enterprise Services | Family Business Professional
  Expertise in the family side of the enterprise — communication, governance, relationships and working across generations.

Come with your questions. This is your opportunity to tap into a room full of professional expertise and get practical answers relevant to your family business.

Multi-Generational Family Business Panel

Then we'll hear from people who aren't simply advising family businesses — they're living it.

Moderated by Brian Wood, this candid conversation will feature:

• JP Deveau – Acadian Seaplants
  A perspective shaped by the experience of building and sustaining a multi-generational family enterprise.
• Colleen O’Toole – Lighthouse Transportation
  Sharing the realities of working within a family-owned business and navigating family and business together.
• Luke Hansen MacDonald – HanMac Capital
  Bringing a next-generation perspective on leadership, ownership and building on the work of previous generations.
• Steve Beauchesne – Family Enterprise Canada
  Bringing a broader family-enterprise perspective informed by his work with families across Canada.

Their stories will bring the issues discussed by our advisors to life — what happens when the theory meets the reality of family, ownership, leadership and succession.

Why You Should Be in the Room

Whether you're a founder, current leader, next-generation family member or trusted advisor, this afternoon is designed to give you a chance to pause, ask questions and think about the future you're building.

And for this event, we’re making it even easier to bring someone with you. Take advantage of our BOGO offer — register one person and bring a second guest at no additional cost. It’s a great opportunity to bring a family member, business partner or trusted advisor and experience the conversation together.

Come with your questions. Leave with ideas, insights and perspectives you can put to work in your family business.

AGENDA

12:15 | REGISTRATION

12:30 – 1:15 p.m. | Session One: The Family Business Health Check: What Would the Doctor Say?

1:15 – 1:30 p.m. | Networking Break