Workshops & Retreats
Come learn with us!
Upcoming Workshops and Retreats
Karma & Cents is a one-stop shop for all your philanthropy and social capital management needs providing up-to-date resources and case studies for individuals, families, family businesses and their advisors.
Through our workshops we bring together industry experts to provide unique learning opportunities for our participants.
The Fiduciary Edge: Navigating Complex Capital and Governance for Modern Legacy
April 7, 2026 – Lunch (11:40 am start)
Have you ever looked across the table at your clients and wondered if what you are saying is landing? How is it being heard and understood? Why might it not be implemented or even taken into consideration?
Through the lens of family philanthropy and the family foundation, we will explore the “gremlins” in the room that, when called attention to, can move your client relationship from surface-level to become the trusted advisor at a multi-generational level.
Focus: Directly addresses the critical shift in client demands from rising generations and wealth inheritors
In Conversation With… Alan Doyle
Join us via Zoom on April 8th, 2026 at 9:00am
Ever wonder what drives people in the public eye to do some of the amazing things they do? Join us for a front-row seat as Alan Doyle (Great Big Sea) shares what inspired him to launch A Dollar A Day Foundation. More importantly, how he engages Canadians from coast-to-coast-to-coast to join him in his efforts.See what we've been up to
Click to see a list of past Karma & Cents Advisor and Family workshops
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