Workshop Archive

A list of past Family and Advisor workshops we’ve facilitated

This page is an archive of the workshops we’ve facilitated in the past. 

Click below to visit our upcoming workshop pages! 

ClickPhilanthropy 3.0 – Legacy Planning Across Generations

May 1st, 8:30 – 10:00am – Banff, Alberta – Banff Centre

Did you know that there are five generations influencing the family philanthropy conversation? Canada’s inter-generational wealth transfer is the largest in recorded history and will change the face of the charitable sector, locally, nationally and internationally. This workshop explores the perspectives of the different generations, and specifically, what it will mean for organizations who are reaching out to family foundations.

For more information about the Banff Compass and the schedule, click here.

Click to register

Alberta Family Business Institute (ABFI):

Philanthropy 3.0 – Beyond Just Writing a Cheque

Two dates March 13th in Calgary, AB & March 14th, 2019 in Edmonton, AB – 11:00am – 1:45pm

Managing the Family Foundation or Donor Advised Fund (DAF) is just like managing an operating business. Strategic decisions need to be made to transition the wealth as well as to give money away without creating additional challenges in the community.

In this session we will focus on where the “disconnect” occurs and provide advisors with tools and resources to engage and carry the philanthropic conversation to the next level. We will also provide families with information to further engage their advisors in meaningful conversations around philanthropy and social capital management.

Thank you to ABFI for hosting!

Family Enterprise Exchange (FEX):

Social Impact Lab – Legacy Planning Across Generations

November 31st, 2019 8:00 – 10:00am – Vancouver, BC

An interactive workshop diving into Philanthropy 3.0 and what philanthropy looks like today and what it will look like tomorrow. Topics covered include articulating your social vision, understanding leveraging points for philanthropy and impact investing and managing the complexities around communicating legacy and wealth within families.

Thank you to McCarthy Tetrault LLP for hosting!

Family Enterprise Exchange:

To Gift a Goat – The Holiday Dilemma

November 26, 2018 4;30 – 6:30pm – Edmonton, AB

Giving during the holidays has become the norm. So much so, that the charitable sector launches the Holiday Giving Season with #GivingTuesday. This interactive workshop for families and their advisors explores how you can be a strategic philanthropist as part of your one-off holiday charitable contributions.

Participants will leave with tools and resources to engage younger family members in creating a family giving portfolio.

This workshop is being hosted by Family Enterprise Exchange (FEX)- Edmonton Chapter.

Thank you to Akash Homes for hosting us in their new showhome!

4th Annual Capital for Cause

November 16, 2018 8;30am – noon – Calgary, AB

4th Annual Capital for Cause summit is a half-day event for impact investors, portfolio managers, family office executives and family foundation investment committee members. This year we are focusing on the role that platforms play in supporting impact investing efforts. We have also added a new component – the voice from our First Nations investment community.

The morning is broken into three segments – a keynote presentation followed by a panel discussion, ending with round-table deep dives with industry experts, family offices and impact investors. We believe that knowledge is best shared when different perspectives are brought together and welcome diverse opinions on this broad topic.

Keynote: Andreas Souvaliotis, CEO Carrot Rewards and co-Founder Green Rewards

Serial social entrepreneur Andreas Souvaliotis was the founder of the world’s first eco-rewards program and, more recently, the world’s first public wellness rewards initiative in partnership with the Government of Canada. He has been recognized globally for his achievements in influencing and rewarding behavior change on a mass scale. A prolific writer and public speaker, Andreas is a prominent Canadian thought leader and advocate for innovative approaches to   social change, particularly in the areas of public health promotion, climate   change awareness and citizenship.

Green Rewards was acquired by Airmiles and made into Air Miles for Social Change.

Panel: SVX, First Nations Bank of Canada, Thrive YYC Fund, Genus Capital, Active Impact Investments

Thank you to Hotel Blackfoot, REAP, Calgary Economic Development, SVX, Genus Capital and Active Impact Investments for their support of this event. 

This page is an archive of the workshops we’ve facilitated in the past. 

Click below to visit our upcoming workshop pages! 

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