Our annual program is designed to be informative and engaging and to help all attendees gain new insights into their businesses and careers.

We know you will find the speakers entertaining as well as shrewd, our events well run and welcoming and our members, advisors and sponsors always eager to hear from you, and help support your business and growth.

We look forward to seeing you at our next event.



Interactive Business Case Study @ Bingemans Conference Centre
Mar 23 @ 7:00 am – 10:00 am

John and Jo will take you on a journey, not unlike those family businesses travel each day, where you will work in groups to examine and hopefully help solve everyday issues we all face in family business.  The interactive business case will draw on the intertwined aspects of strategy and leadership, conflict management, change management, ethics, and providing feedback. 

 Together, in a short 60-70 minutes we will examine the design, coaching, and strategic leadership factors that contribute to team performance in business.  Discussion will include topics such as the impact of an organization’s performance measurement and incentive system on strategy implementation; management’s philosophy and leadership style and organizational structure and the assignment of authority and responsibility; it will touch on personnel policies and procedures and the external environment.  In small groups we will help evaluate risk levels for the organization and proposes procedures for reducing risk, while analyzing human resource issues, including behavioural implications, related to the incentive structure.  Then as a large group we will discuss and evaluate ethical issues and how to help encourage individual participation in the achievement of organizational goals.

 We expect that by the end of the business case participants will be energized and motivated to look at their own businesses such that they may need to critically evaluate situations where actions may not be congruent with their strategy and objectives, or hopefully with the confidence that they are heading in the right direction.  Either way, we look forward to an entertaining, fun and exciting morning. 

John Rose. BA, MBA, CPA, CMA


John has led and motivated diverse teams and managed numerous businesses in a varied number of industries.  As president of Oak Bridge Holdings Inc., he currently oversees a diverse portfolio of ventures, property and investment holdings.  Prior to joining Oak Bridge Holdings, John has held senior level positions in management and operations with international companies, helping start, grow or redesign firms to achieve desired goals and objectives.    Possessing a CPA CMA, an MBA (Strategy) and a BA (Economics), John has taught for the Society of Management Accountants of Ontario, the executive and part-time MBA programs for the Laurier Lazaridis School of Business, and Conestoga College’s School of Business.  John has held numerous board and executive level positions with private SME’s as well as Not-for-Profit organizations and industry associations and has a long history of community involvement, having held executive level positions in junior hockey, while currently coaching softball and being a volunteer captain in his local community fire department in Wellesley.


Jo Taylor, CHRM


Jo has been a consultant, trainer and facilitator in the private, public and not-for-profit sector for many years. Educated in human resource management, change management and psychology, she is a skilled communicator, analyst and strategist — skills grown during over 35 years of leadership experience, more than 20 of which have been spent consulting both locally and nationally.  Before her “semi” retirement, Jo ran her own consulting business and affiliated with other consulting organizations. She has designed and delivered a variety of services and programs, including leading people through change; employee relations; training and coaching in leadership, team building, communication skills, and customer service; recruitment and selection; compensation, benefits and pay equity; organization design.   Jo served as a committee and board member of the Grand Valley Human Resources Professionals Association for ten years, for two years as both a member and as a chair of allocations committees for the K-W United Way, and for two years was a board member of Regional Addiction & Family Counselling, a local not-for-profit organization.






WORKSHOP Do you have a will? Is it Up-To Date? @ Hertiage Room C - Bingemans Conference Centre
Mar 28 @ 8:30 am – 10:30 am

Did you miss this incredibly important workshop on Wills last time?  Due to the shear importance of this, we are offering it again.

At this workshop, Jim and Tyler will talk to you about “The 5 Buckets of Estate Planning and Why Most Individuals (and all business owners) In Ontario Should Have Two Wills (rather than a single will).

Keynote Speakers:

Jim Kibble, Estate Planner

jim-kibbleJim is an independent fee for service estate planner (i.e. sells no insurance or investment products) and owner of Ontario Estate Consulting Solutions Inc. He holds credentials as a chartered accountant, trust and estate practitioner and certified executor advisor. Jim also has an ongoing relationship with the Henry Walser Funeral Home Ltd. in Kitchener where he holds estate planning workshops and assists families with estate planning and administration matters. Jim is husband to Penny and father to Scott and Julia. Jim’s community involvement includes the Rotary Club of Kitchener Westmount, Country Hills Church, Waterloo-Wellington Estate Planning Council, Waterloo-Wellington Advance Care Planning Task Force and the K-W Racquet Club. Jim also enjoys amateur winemaking, doubles squash, motorcycling, and camping.

Tyler Hortie, Lawyer

tyler-hortieTyler is a partner with Cohen Highley LLP, a full-service law firm with head office located in London, Ontario.  Tyler manages the Kitchener office of Cohen Highley.  His practice includes real estate and corporate transactions as well as estate planning and administration.  Tyler is the incoming President of the Waterloo Wellington Estate Planning Council and sits on the Steering Committee for Advance Care Planning Waterloo Wellington.  Tyler enjoys speaking at estate planning seminars and home buyer seminars.  He is involved in the Optimist Club of Kitchener West and a member of the KW Racquet Club.

Unleashing the Hidden Power of Family Firms @ Bingemans Conference Centre
Apr 27 @ 7:00 am – 10:00 am

Dr. John Fast

From the founder of CFFB.  John returns to our Centre to share 20 years of best practices among Family Businesses across North America. Returning to the foundational principles that have proven to predict success for family business ownership – he will guide our members in a ‘Return to Family Business Basics’. Using a combination of story-telling and entertaining learning tools, John will share these basics that are our deepest sources of energy and power.

Boundary clarity: Determine where and how your family & business boundaries are bleeding.

Adult Development: The foundation for a healthy succession process. Navigating the journey from parenting to partnering.

Self Awareness: Management & leadership success still depends upon understanding and managing yourself.

Active Listening Techniques: Effective communication in the family and the business starts with emphatic listening. This is really, really difficult – we’ll have fun learning some new techniques.



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