Exclusive to Business Families
November 20-21, 2020

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Brought to you by Monthly Barometer
Family Enterprise Foundation and FBN Canada.

Families Summit of Minds:

  • Connects like-minded individuals: enterprising families and thought leaders
  • Draws on common wisdom, contrasting opinions and solution-driven ideas

  • Every participant is a contributor
  • See what we did at last year's summit
  • Watch our short video invitation now!

In light of the coronavirus pandemic, the Families Summit of Minds 2020 will take place virtually on November 20-21. Expect the same thought-provoking content and interactive discussions, but online via videoconferencing! Join us live online, from the safety and comfort of your home!

2020 Program at a Glance          The Complete 2020 Program

Quick jump to the Macroeconomic & Geopolitical Update Series 

The Entrepreneurial Family Update Series

Businesses are influenced by geopolitical events that range from tax policies, social norms, immigration emergencies to trade wars and international health catastrophes. Economic factors dictate our appetite for risk, our investment choices, and how we trade. We will explore:

  1. how to mitigate the risk of future crises;
  2. how to build organizational resilience;
  3. how our purpose guides our interactions.

Facilitated by:
Joe Astrachan, Family Enterprise Professor & Author, USA

The Family Enterprise
Meaning Making and Repurposing

There are families who believe their purpose is no less and no more than simply protecting their wealth. Others find meaning as contributors to economic development and employment. If purpose is the essential ingredient to entice next-gens to carry on the family business legacy, then a case could be made for its intangible value.

  1. Can a clear and stated “sense of purpose” bring value to an enterprise?
  2. Do family enterprises harbour more meaning than public business?
  3. Are businesses that embrace purpose on to something?

Facilitated by:
Michelle Osry, Partner, Deloitte private, Canada

William Damon, Professor, Stanford University, Author, The Path to Purpose, USA
Isabelle Marcoux, Chair of the Board, Transcontinental Inc, Canada
Antoine Mayaud
, Association Familiale Mulliez & Author of Entreprising Families, France

The Family Enterprise
Crisis Modes: Entrepreneurial Families and the New Social Contract

The manner in which a nation responds to a disaster is a reflection of its strengths and its weaknesses, and the “quality” of its social contract. As the pandemic unfolds, social contracts could alter drastically, leading to radical economic, political, and social change, a rise of statism and a massive transfer of resources. If governments lean harder on private enterprise, we ask:

  1. How will altered social contracts affect family-owned enterprises?
  2. Are entrepreneurial families enlightened leaders or laggards in crisis-management events?
  3. What governance tools favour entrepreneurial families amid the pandemic?
  4. Will increased statism work against the efficacy of family-owned enterprises?

Facilitated by:
Devin DeCiantis, Managing Partner, LGA, USA

Christine Batruch, Senior Strategic Advisor, Lundin, Switzerland
Jesus Casado, General Secretary, European Family Business, Belgium
Andrew Molson, Chairman, Avenir Global, Canada

The Self
Fighting Entitlement

Some family-owned enterprises, in spite of governance mechanisms or commercial success (or perhaps because of), suffer at the hands of jealousy within their ranks. Blame entitlement? Successful families are fertile ground for this malaise, especially when there’s an expectation of automatic rewards. Entitlement is an unpleasant condition. How should families fight it?

  1. What are the warning signs of entitlement in a family enterprise?
  2. How best engage all family individuals in ownership decisions that affect them?
  3. How might “giving back” fight entitlement?

Facilitated by:
Franco Lombardo, Founder, Veritage, Author, The Safe Space, Canada

Ambreen Bhaloo, Founder, Ambreen Bhaloo Coaching, Canada
Atalanti Moquette, Founder, Giving Women, Switzerland
Eliana Sabbag Moquette, Deputy Director, IF International Foundation, Switzerland
Danielle Saputo, President, Danuto Holdings, Canada

The Family Enterprise
Do Good Then Do Well

If a family takes care of its own, what does an enterprising family take care of? A family enterprise oriented towards profit is no worse nor better than one whose purpose is to do good. It is counterintuitive not to put shareholders first, and even the staunchest supporters of purposeful capitalism admit that hurdles exist. What comes first? Doing good or doing well?

  1. Does an understanding of purpose in relation to wealth have value in a family enterprise?
  2. Who has primacy? Shareholders? Employees? Communities? Families?
  3. Which matters more: profit before purpose or purpose before profit?
  4. What is the NxG view on this?

Facilitated by:
Lisa Wolverton, President, Wolverton Foundation, Canada

Michael Alberg-Seberich, Managing Partner, Wider Sense GmbH, Author, A Corporate Social Mind, Germany
Renee D. Kaplan, CEO, The Philanthropy Workshop, USA
Halla Tomasdottir, CEO, The B Team, USA

Quick jump to the Entrepreneurial Family Update Series 

The Macroeconomic & Geopolitical Update Series

Families Summit of Minds will act as your personal curator of “contextual intelligence” by holding at the Summit highly interactive workshops led by world experts on the most critical macro categories to better understand where the world is going.

To a great extent, the pertinence of the professional and personal decisions we make depend on:

  1. a sense of context;
  2. the ability to anticipate emerging trends;
  3. the capacity to “connect the dots.”

Facilitated by:
Thierry Malleret, Economist & Founder, Monthly Barometer, France

Rethinking Education

If business must adapt to constant disruption, then business education must also evolve. Family enterprises are known for their long-term approaches, and few would reject the worthy objective of transgenerational longevity, yet many fail to fully commit to the learning paths required to attain such important goals. The question is why.

  1. What is the role of business in rethinking tomorrow’s business education?
  2. Can entrepreneurial families play a stronger role in business education?
  3. In family business spheres, do today’s business education options fall short?

Facilitated by:
David C. Bentall, Founder, Next Step Advisors, Canada

Alexander Degwitz, Family Office Head & Investment Committee Head, EXFIN Corp., USA
Nan-b de Gaspe-Beaubien, Co-Chair, De Gaspe-Beaubien Foundation, Canada
Margaret-Jean Mannix, Chairman, Loram 99 Corporation, Canada
Christopher Robichaud, Ethicist & Senior Lecturer in Ethics and Leadership, Harvard University, USA

The Pandemic Economy, Digital Uptake and Next Gens

The pandemic economy is pushing uptake of all things digital – AI, the internet of things, cloud computing and so on – in a reset of the tech economy. Some say family enterprises have not kept pace. As the need for efficiency grows, how can family enterprises adapt and capitalize? Logic dictates that this is where digital-native next-gens should shine.

  1. Are entrepreneurial families fully exploiting digital tools to improve resilience?
  2. Who are the laggards in our digital economy and why?
  3. If digitalization goes beyond e-commerce, how can families stay ahead of the digital curve?

Facilitated by:
Peter Jaskiewiscz, University Research Chair, Telfer School of Management, Canada

Karen Brookman, President, West Canadian Digital Imaging, Canada
Marie-Pier Germain, Vice President Marketing, Germain Hotels, Canada
Sanjay Khanna, Foresight & ESG Consultant, Baker & McKenzie LLP, Canada

Navigating the Markets’ “Endless” Exuberance

The world entered the Covid-19 pandemic amid pre-existing external economic imbalances. As the pandemic emerged globally, markets soon went off a cliff in a crisis that brought economic carnage. Capital flow reversals still loom large. Yet strangely, US stock markets have begun to reach new highs. Can it last?

  1. What are the priorities for internationally-focused entrepreneurial families?
  2. How will private market valuations be affected by financial markets?
  3. What are the most plausible scenarios in terms of the markets moving forward?
  4. How should capital-intensive family enterprises mitigate risks?

Facilitated by:
Thierry Malleret, Economist & Founder, Monthly Barometer, France

Pierre Morrissette, Executive Chairman, Pelmorex Corp., Canada
Patricia Saputo, CFO, Placements Italcan Inc, Canada
Pierre Somers, Chairman & CEO, Walter Group, Canada
Robert Velan, Executive Vice-President & General Manager, Velan, Canada

Entering Frugality

Is frugality good? It could be imposed in the wake of reduced economic activity following new pandemic lockdowns. It’s an idea already entrenched in the circular economy and low-impact living, but could frugality become a strategic imperative for family enterprises? The younger generation has a desire for change that could make “frugality” the new normal.

  1. At what point does frugality work against economic growth?
  2. Long term, will the idea of frugality gain traction or will it remain a pipe dream?
  3. How might family enterprises embrace frugality and make it work?

Facilitated by:
Robert Nason, Associate Professor, McGill University, Canada

Amrita Daryanani, Executive Search Lead, SKADT Associates, Hong Kong
Robert Frances, CEO, Peak Financial Group, Canada
Georges Saad, President, Spektrum, Switzerland
Allen Taylor, President, Taylor Associates Limited, Canada

Please fill out your registration form

* This event is exclusive to business families only. *

Members: The participation fee is included if you are a member of

• Family Business Network Canada (FBN Canada)
• Monthly Barometer (MB100)

If you are a FEX Family Member and interested in attending, please contact Lorraine Bauer.


The participation fee is CAD$700/person to attend.

Registration now closed

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