Family Business Transition - Getting Ready - Technically and Emotionally with TDS Lawyer Leilani Kagan K.C.

Join TDS lawyer Leilani Kagan, K.C., Patrick O'Connor, President, Blackwood Family Enterprise Services, and Dr. Moira Somers, Owner, Money, Mind & Meaning, for the upcoming collaborative seminar and networking event that discusses What You Need to Know About Family Business transitions - the Technical and the Personal, on November 1, 2022, at the Winnipeg Winter Club.

We are happy to advise that we will be donating funds collected for this event to Seed Winnipeg.

Agenda

• Present and discuss case study of a Family enterprise in transition
• Review the Family Enterprise systems - Family, Business & Ownership
• Share best practices for a successful transition
• Consider ways in which transitions commonly affect relationships and individuals well-being
• Outline succession planning strategies from a legal perspective

Who should attend?

This event is recommended for family-owned businesses.

Date and Time

Tuesday, November 1, 2022

4:00 - 4:30 p.m. | Meet and greet with appetizers and beverage
4:30 - 6:15 p.m. | Seminar
6:15 - 7:00 p.m. | Networking

Location

Winnipeg Winter Club
200 River Avenue
Winnipeg, MB R3L 0B2

Cost

$100 family admission (includes all family members)
OR
$50 per person

Registration

Learn more and register on the event webpage.

About the speakers

Patrick O'Connor FEA, TEP, MFA-P | Blackwood Family Enterprise Services | President

Patrick O’Connor has been delivering excellence and thought innovation in the financial services and planning industry for over 35 years. A seasoned planning professional, Patrick’s passion for helping enterprising families can be traced back to his early career in corporate roles with London Life working with business owners and their families. He became frustrated with the traditional industry approach which focused on tactical solutions before obtaining clarity around the vision and values that Patrick thought should drive sound decisions.

Dr. Moira Somers, C. Psych | Money, Mind & Meaning | Owner

Dr. Moira Somers is a neuropsychologist, family wealth consultant, behavioural strategist and executive coach. She specializes in the psychology of money. In her work, Moira addresses matters that range from the highly personal concerns of executives and business-owning families all the way up to behaviourally informed product design. Although Canada is her home, her client base is international.

Business-owning families work with Moira to assist in transitions of all kinds. She leads retreats for family assemblies and consults to family offices on topics that include adaptation to wealth, Next Gen leadership development, and best practices in dementia-proofing.

Leilani Kagan, K.C. | Thompson Dorfman Sweatman LLP | Partner

Leilani is a partner in the Business Law Group (Tax) at Thompson Dorfman Sweatman LLP. Leilani’s practice involves both planning and implementation of business succession and corporate restructuring, and working with clients and their professional advisors to effect acquisitions and divestiture strategies. Leilani acts primarily for small business owners and professionals in commercial transactions, including mergers and acquisitions. spin-offs, private equity investments, financings, REITs, partnership and joint ventures.

Leilani’s practice includes advisory and compliance work with charities and non-profit organizations, including private and public foundations. Her work in the area of philanthropy extends to working with family offices and their private foundations.