Family Business Association (FBA)

Newsletter June 2017

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In this issue:

  • Year-end Social: Celebrating Family Business in the Economy – June 8th
  • New Season Snapshot
  • Sponsorship Campaign Success Boosts New Season Programming
  • Photo Gallery
  • FBA Team Retreat
  • Join a Family Business Advisory (FBA) Team
  • Resources
  • Member News
  • Our Mission & Vision
  • Become a Member
  • Join us on LinkedIn

June 8th Year-end Social

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It's Been a Great Year!

Your board salutes our Valued Advisor & Family Businesses

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L to R: Oliver Sommer; Adam Butcher; Trevor McCall; Kurtis Dukelow; John McLeod & Marilyn Spurling (missing: Samantha Wilson; Stewart Story; Andy Spurling & Mike Brooks).

New Season Snapshot

Thursday, September 21, 2017, 5:30-7:30pm; AGM & Member Appreciation @ McCall Gardens Patio. New FBA Video & Media Ads unveiling.

Friday, September 29, 2017, an all day Digital Workshop sponsored by Black Press.

Thursday, October 19, 2017, 5:30-8pm; Leaps and Lessons - Transitioning the Family Business by Mel Cooper (Coopers), Steve McKerrell (Swiss Herbal) & Dave Saunders

(Saunders Subaru), facilitated by Shelagh Rinald (Rinald Tax Advisory).

Tuesday, November 14, 2017, 8:30am-4:30pm; Dear Younger Me workshop with David Bentall, Deborah Louvier & Darrin Hotte. Learn about: The 10 keys to successful leadership in a family enterprise; Communication skills and tools to manage conflict and, The essential characteristics required to be an effective family business successor.

Wednesday, November 29, 2017, Ambitions, Extreme Goals & Taking Risks- Fireside Chat with Andy Spurling and Stewart Story, Ultra-marathoners.

Friday, January 19th & 26th, 2018, 1:00-5pm; Faxes to Facebook: Multi-generational Communication in the Family Business offered by Melissa McLean, School of Business Instructor, Camosun College. Minimum attendance required to offer this workshop: 10. Inquiries:

Thursday, February 8, 2018, 5:30-8:30pm; Family Business Excellence (FBE) Awards & Sponsorship Ceremony @ The Beach House Restaurant. New Young Entrepreneur Award category!

Wednesday, March 14, 2018, 5:30-8pm; Speaker Event @ the Uplands Golf Club.

Thursday, April 26, 2018, 5:30-8pm, Strategies for Recruiting & Retaining Top Talent workshop @ Cedar Hill Golf Club offered by Engaged HR.

Thursday, June 7, 2018, 5-7pm, Celebrating the Role of Family Business in the Economy: Year-end Social.

Additional event details will appear in our August 2017 newsletter

Members & friends: fliers and registration details on all events will be sent throughout the program year. We look forward to seeing you during our exciting new season. Let us know if you cannot attend a particular event when you receive a flier. This will prevent additional communications for that event and keep your mailbox manageable!

Sponsorship Campaign Success

Boosts New Season Programming

Thank your to the many generous members who will sponsor 26K toward

our new season programs:

Bank of Montreal; Black Press;

Capital Iron; Bolen Books; Business Examiner;

Butler Bros; Canada Homestay Network; CIBC;

Country Grocer; Country Grocer Salt Spring Island;

Don Mann Excavating; Durwest Construction; Dwyer Tax Law;

Equitex Realty; Green Sky Labs; Holiday Inn Express; Hot House Marketing;

KPMG; McCall Gardens; Monk Office; NKPG; Proline Management; Reed Pope Law;

Rinald Tax Advisory; Schibli Stedman King Chartered Accts.; Serenity Home Care;

Story Construction; Success Biz Coach; Thompson Cooper LLP; Wilson's Transportation

Photo Gallery

The Nextgens on Working in the Family Business

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Engaged crowd at CIBC sponsored Unlocking your Business Value Workshop

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Family Business Advisory (FBA) Team Retreat

by Jennifer Wilson

Our FBA Team's tenth retreat saw us returning to The Haven, “a centre for transformative learning” on Gabriola Island. The Haven offers comfortable accommodation for groups and healthy meals, all in a relaxing and restorative forest setting by the ocean.

In previous years, we have blended a bit of facilitation, an outdoor activity, and a lot of unwinding (fun!) on our retreats. This year we decided to try something a little different, and made the facilitation the focus of the event. Inspired by one of our members’ presentations last fall, we chose mindfulness as our topic. Luckily, one of the core faculty at The Haven specializes in mindfulness training, and she was happy to develop a customized session for our group. READ MORE

Join a Family Business Advisory (FBA) Team

The teams serve as your own mini board of directors, supporting you in your challenges and opportunities as a family business. Members leverage the perspectives of other family businesses, industries and generations.

We encourage all family business member to join an FBA Team. This is their unique opportunity to learn from each other, to work on their family business is a special way and to have the security of confidential discussions in a trusting and inviting environment. Many members of family businesses feel alone and these groups end the isolation because those in the group understand that operating a family business brings its unique challenges.

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.

Call 250-532-2402 or email for more information.


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Vern Fischer, Fischer Financial Services

Course Overview

Family Business Strategy Course

The Family Business Strategy course is facilitated by Wendy Sage-Hayward and David Bentall. Both are very well respected experts in the field of Family Enterprise transition. The online course is presented through UBC’s edx platform, it utilizes video, online discussion, unit quizzes and a case study.

The course is attended by family businesses members throughout the world, as well as advisors who work with family businesses. It is an encapsulation of the best practices of developing an integrated family enterprise transition strategy that crosses the Family, Business and Ownership circles.

This course is a good starting point for family members and their advisors to see and understand what the best practices are in ensuring a successfully family enterprise transition.

Click HERE to take this online, self-paced course at no cost.

Member News

Hermes Creative Awards

Hot House Marketing and Tourism Victoria won gold in the Integrated Marketing Campaign category at the Hermes Creative Awards for their marketing campaign called “Love is Welcome Here”. The award winners were chosen from over 60,000 entrants from around the world.

Hotelier of the Century

Terry Farmer of Accent Inns was honoured as Hotelier of the Century at the recent BC Hotel Association and the Alliance of Beverage Licenses inaugural hospitality industry awards. The award follows on the heels of his daughter, Mandy Farmer’s national Hotelier of the Year Award.

The Island’s Top 20 Under 40 Business and Community Awards

Andrew Wilson, the third generation of Wilson’s Transportation, was among the recipients of Vancouver Island’s next generation of business and community leaders.

Robinson’s Outdoor Store

Erin Boggs, great-granddaughter of founder George Robinson, is now part-owner of Robinson’s Outdoor Store, the 88-year-old retailer, along with Matt King, who has been with the store for two decades.

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.

Our organization 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 Canadian business families go to connect, grow and learn for sustainable success across generations.

Newsletter produced by Bernadine Rudichuk, Executive Director.

We welcome your comments and ideas for newsletter articles.

Contact us:

T. 250-532-2402