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Pre-Conference Sessions
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Wednesday, October 26

9:00AM–4:00PM 

Pre-Conference Sessions

Two FFI Global Education Network (GEN) courses will be offered. These courses are open to anyone and are required for Advanced Certificates in Family Business Advising (ACFBA) and Family Wealth Advising (ACFWA). 

GEN 503: The Professional’s Toolbox: The what, why and how of assessments in family business 

This course provides:

• An overview of family business assessment tools

• Insights into what to look for and how to choose family business assessment tools

• Methods for identifying risks and benefits, challenges and opportunities for professionals using family business assessments

• "Hands on” exercises for using assessment tools and discussing them with business clients

Faculty: Andrew Hier, Cambridge Family Enterprise Group and Lloyd Steier, University of Alberta Business School

Click here to register online

GEN 504: Philanthropy: More than money 

This course addresses: 

• Why philanthropy? Making the business case

• Global trends in philanthropic giving
• Raising the philanthropic questions and discussion with confidence

• Understanding strategic philanthropy and advising clients on bringing rigour and relevance to their philanthropy

• Philanthropy and family business 
• Family philanthropy and engaging the next generation

Faculty: James Coutre, Fidelity Family Office Services and Maya Prabhu, Coutts & Co. 

Click here to register online

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