Family Business Association

January 2021 Newsletter

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In this issue:


Welcome Bryan Burns

Meet FBA's Sponsors

2021 Programming

Transition Group

Resources

Welcome New Members

Member News

Become a Member

Become a Mentee

Join an FBA Team

Ways to be Engaged

Meet our Members

Board of Directors

FBA Mission & Vision

Join us on Facebook & LinkedIn

Best Wishes for the Holiday Season

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FBA Executive Director

Bryan is assuming the position of FBA Executive Director on January 4th - welcome Bryan!


Bryan brings his energy and past corporate leadership experience, non-for-profit organization knowledge and entrepreneurial spirit to assist in serving our members. His goal is to continue to enhance the membership growth by building strong relationships in the community with new client development and maximizing the value for our membership.


“My mission is to strategically develop people and processes by valuing leadership and personal development to create inspired company cultures!”


From networking events and various marketing projects, he is on the pulse of the ever changing corporate marketplace in the regions. He is always available for a quick chat to ask questions to connect you to ideas to improve your bottom line and positively enhance your company culture.


With many years of experience in leadership, marketing and team development, he is inspired to expand this awareness of people, teams and company cultures to assist in the growth of your business.


Bryan is a passionate trail runner who believes in the power of play to lead a fun and dynamic life. Bryan continuously strives to find fun solutions to build workplace relationships, connect people and increase communication! His energy and passion towards personal development is contagious! His other time outside of FBA is spent on the development of Inspired by Play, a corporate and personal teambuilding organization.

Thank you 2020/21 Platinum Sponsor

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2020/21 Programming

FBA is committed to keeping our members and guests safe by following COVID-19 guidelines. The event locations below may change as we navigate through COVID-19.

If necessary, we will switch to Zoom events.

FBA is interested in adding chat groups on the fly during the season. Let us know if you would like to get together with others to discuss a specific topic of interest.

CRA Audit

Zoom Event, Thursday, January 24, 2020, 4:00-5:30 pm

https://us02web.zoom.us/meeting/register/tZIkdemuqTwpH9Eta8MFdZeD-D4rCW-x90z6


Left Field: Creative Ways to Add Value Added Incentives for Family Business Employees – Round Table Discussions

Pizza Event - Thursday, January 28, 2021, 5:30-7:30 pm, @ McCall Gardens


Family Business Excellence (FBE) & Young Entrepreneur Awards

Online Event, details TBA


Get a Grip on Your Business with Jeremy Hardern

Breakfast Event - Thursday, March 11, 2021, 9 am - 12 noon @ Victoria Golf Club


Managing Personal Relationships as a Family Business Member Chat Group

Bring your stories to the table as we learn from each other.

Light Dinner Event- Thursday, April 22, 2021, 5:30-7:30 pm @ McCall Gardens


Year-end Celebration – Tour, Tasting

Hors d’Oeuvres & Entertainment - Thursday, May 27, 2021, 5:30-7:30 pm @ Merridale in the City

Transition Group

We are bringing together those members interested in learning about the ins and outs of business generational transitions from members who have successfully

gone through transition.


This is a valuable and exciting learning opportunity.

Registrations for these Zoom events are required.


Wednesday, January 13th, 3:30-5pm – Caitlin & James McKenzie, Monk Office

https://us02web.zoom.us/meeting/register/tZckcumvpzovHtXJujhTGFxDqmrzw1SZTbYg


Wednesday, February 10th, 3:30-5pm – Becky Eert & Fraser Murray, Nimmo Bay

https://us02web.zoom.us/meeting/register/tZUkc--trzwiG9RuecEp6nGiwkZxFzJybi9W


Wednesday, March 10th, 3:30-5pm – Brian & Travis Butler, Butler Bros.

https://us02web.zoom.us/meeting/register/tZYsceugqzksGd03Nq2c20T2icyMuwfRKR1-


Wednesday, April 14th, 3:30-5pm – Andy Spurling, Proline Management

https://us02web.zoom.us/meeting/register/tZYrcOuuqzIjHNeWOPlB-A_eUL1Og0c6QfEZ


Wednesday, May 12th, 3:30-5:00pm - Kate Wells, DriveWise BC

https://us02web.zoom.us/meeting/register/tZwkdOyvrzoqGNP1tnlplZ-ZIateFF3SICdm

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Resources

1. FBA Events

Tying Up Lose Ends: Estate Planning Tools for Family Businesses, October 2020


Thank You Kathleen Butler & Blair Dwyer, Dwyer Tax Law, Susan Snell & Jo-Ann Zelen, Cameron Izard Snell LLP and Brian Einarson CIBC Private Wealth Management for a comprehensive FBA presentation.


Click on links below to view the slide presentations

Why Prepare An Estate Plan?

Practical Considerations For An Estate Freeze

Basic Estate Planning – A Suite Of Documents To Help Your Family Cope

Choosing An Executor Or Trustee


Tough Talk: How to Have the Conversations You've Been Avoiding, November 2020


Thank You Adam Holcombe with team members, Tara Landes and Gabriel Dhahan of

Bellrock Benchmarking, for an excellent FBA presentation. As a follow-up, participants were offered a free 1:1 hour with a Bellrock team member to fine-tune their Tough Talk conversation.


Learn about their course on Management Fundamentals starting in January.

2. Results Blog

Results., based out of Calgary, helps companies unleash their potential. Results. debuted Season 1 of their webinar series in the spring of 2020 with Season 2 out now – check out recordings of each webinar and additional resources in the Results. Blog.

3. Building to Thrive: Adapt to Compete

The “Building Resilience to Thrive” online training program will offer relief to businesses and help mitigate the impacts of the COVID-19.


The “Building Resilience to Thrive” online training program will offer relief to businesses and help mitigate the negative impacts of the COVID-19 pandemic by teaching them how to adapt their business models, re-engage their customers and adjust their workplace cultures. Developed in partnership with the University of Victoria, Gustavson School of Business, this program will have one hour seminars once per week for 6 weeks and will be offered three times until the end of March 2021.


Read More

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Welcome New Members

FBA welcomes valued new members:


Advisor Member, Cameron, Izard Snell, Susan Snell


Family Member H2 Accelerator, Dan Dagg


Family Member, Lumberworld, Boyd Flaig

Member News

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Congratulations to Kate Wells who became CEO of DriveWise BC in November 2020. After 46 years of building BC’s most reputable and successful driving schools, Arthur and Patricia Harris have decided to formally step aside as owners of DriveWise, and let their daughter, Kate, officially take the helm. While not an easy decision by any means, it was one that was well thought out and the timing was right. Kate has been an integral part of the company for decades, and the transition will be seamless for all, as there will be no immediate changes in the day to day operations of the company. While Arthur and Patricia will be staying on in their respective roles for the foreseeable future, Kate has brought in her partner Jordy as an investor and part owner, to help oversee the company and to continue building the brand as Victoria’s premier driving school.

Congratulations to Leigh Large (Country Grocer Salt Spring Island)who is opening Urban Grocer in Victoria.
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Become a Member

FBA helps you navigate the unique dynamics of owning a family business.

FBA has been providing a community of support to family businesses on Vancouver Island since 1999. We help families in business succeed through shared experience, education and resources. FBAVI is where Vancouver Island business families go to connect, grow and learn for sustainable success across generations.

Member Benefits

  • Networking and discussions with like-minded professionals
  • Smaller group Advisory Teams for peer support
  • Sharing experiences & best practices
  • Educational workshops and seminars


Who Benefits?

Founders and successors of family businesses, spouses, and children (active or not) and key staff members and advisors.


How Can I Join?

Visit our website Become a Member


More Information

Call or email us to schedule an introductory meeting.


familybusinessassociationvi.ca

250-532-2402

Become a Mentee

What is mentoring?


Mentoring is a special and confidential relationship in which an experienced person (the mentor) acts as a role model to listen, advise, guide, coach, teach, facilitate in a safe environment. The mentor assists another (the mentee) in developing specific skills and knowledge to help meet specific goals. There are no age requirements to be a mentor or mentee.


FBA has committed mentors signed up, and and now welcomes mentees to join the program.



The goal of the FBA Mentorship Program is to provide a way for members to learn from each other, enhance learning and skills to better prepare themselves in the

family business environment.


The downloadable form to become a mentee is at the end of this flier.

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Join a Family Business Advisory (FBA) Team

All members have the opportunity to become part of a team. The teams serve as your own mini board of directors where business leaders and advisors come together to support and help each other through challenges and opportunities. Team members leverage the perspectives of other family businesses, industries and generations of family business leaders.


All members are encouraged to join an FBA Team. Teams offer a unique opportunity to learn from each other, share ideas, and have the security of confidential discussions in a trusting and inviting environment. Members within a team are never from the same industry or profession and must be approved by existing team members before acceptance.


Examples of possible topics of discussion include: succession planning, challenges of working with other family members, staffing and human resources, managing the business and growth opportunities.


The experiences from those who have been there on topics like working with the family, managing the business and succession are among the areas discussed.


Questions?

Call 250-532-2402 or email fba@familybusinessassociationvi.ca for more information.

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Family Business Association (FBA) Vancouver Island

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Our Mission


To promote the sustainability and growth of Vancouver Island business families by providing education and support through community and shared experience.


Our Vision


We are an engaged and supportive community of vibrant Vancouver Island business families and advisors who connect, share ideas and learn from each others’ unique experiences.

Click to Join Us:

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We welcome your comments and ideas for newsletter articles.


Contact Bryan Burns, Executive Director:

E. fba@familybusinessassociationvi.ca
T. 250-532-2402
W. www.familybusinessassociationvi.ca
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