Articles

September 29 – Creating a Sustainable Saleable Business – Summary

CFFB was very fortunate to have 6 experts from BDO Canada share their wealth of information with us regarding best practices for family businesses as they look to transition their business. Some of the strategies include: the value of establishing an advisory board developing an estate plan protecting shareholder equity building a strong company culture […]

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April 28 – Getting to know your Banker – Breakfast Seminar

Gary Chung, Managing Director with BMO’s Corporate Finance Group, talked about how to elevate your relationship with your bank to get value. Your bank is generally involved in 3 areas: providing and allocating capital assist with risk management provide advice and connectivity Gary used the Q & A process which was very beneficial for our […]

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March 31 – Fraud Presentation by WRPS

On March 31/2017 Detective David Clark of the Waterloo Regional Police Service shared with us the many ways that our businesses or our personal affairs can be compromised.  Some of the processes include: mass media frauds business email scams identity theft ATM skimming How can we protect ourselves and our businesses? Call a company if […]

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March 31 – Family Business Story Update – Georef/Bus Planner

Donald Linders shared the struggles that Georef encountered as they grew from a small company to a larger company.  Georef was built on two basic principals: Listen to your clients Keep your word Growth certainly presents many challenges.  Some of what Donald has learned during this growth period include: success comes from client satisfaction communication […]

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January 27 – Motivating and Managing Inter-Generational Staff Summary

Keynote Speaker:  Shawn Casemore At our January 27th luncheon, Shawn highlighted the awareness level of all who attended with regard to inter generational staff. Although the different generations are initially defined by the range of years that they were born into, there are often factors that come into play.  What you grow up with shapes […]

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