FEA PROGRAM APPLICATION FALL 2024 COHORT

STARTS OCT 8TH – IN TORONTO!

LEGAL INFORMATION

PRIVACY NOTIFICATION

COLLECTION AND USE: The personal information you provide to us during this application process is collected and used for purposes relating to the Family Enterprise Advisor (FEA) Program.

EXTERNAL STORAGE: This application process is managed using online service providers. By submitting your application, you are consenting to the collection and storage of your information on servers located in the United States.

Please check the box below to continue

I AGREE

PROGRAM SCHEDULE

(All program dates are full day classes unless otherwise noted below)

IN-PERSON - October 8-9, 2024 - Business Family Dynamics - Toronto

VIRTUAL - November 6-7, 2024 - Family Enterprise Governance

VIRTUAL -January 8, 2025 - Family Enterprise Strategy

VIRTUAL - January 14-15, 2025 (2 half-days) - Facilitation and Communications Skills

IN-PERSON - February 3-5, 2025 - Multi-Disciplinary Advising - Montreal

VIRTUAL - March 5-6, 2025 - Continuity Planning

IN-PERSON - July 10-11, 2025 - Knowledge Integration and Application - Halifax

Please review the Attendance Policy for the FEA Program prior to submitting your application.

Please check the box below to continue.

I HAVE READ THE ATTENDANCE POLICY

PAYMENT OPTIONS | FEA PROGRAM

Tuition includes:

· Digital course materials

· Meals for in-person modules

· FEA Exam

· BONUS 15-month complimentary FEC associate membership

Accommodations – Effective July 1st

· Not covered in your tuition

· Module 1 and the FEA Forum are booked at the Kingbridge Centre near Toronto

o Additional $500 covers both nights

· You are free to book your own accommodations for Modules 5 and 7

One-Time Payment Option	$17,495*			Grand Total
Payment Due Date	Aug 16, 2024			$17,495* **Plus applicable taxes
Payment Plan Option	1^st Installment	2^nd Installment	3^rd Installment	Grand Total
Payment Due Date Installment Amount	Aug 16, 2024 $8,000*	Nov 29, 2024 $4,900*	Feb 28, 2025 $4,900*	$17,800* *Plus applicable taxes

Please select your preferred payment option:

One-time paymentPayment-Plan Option

Please review our FEA Program Cancellation policy prior to submitting your application.

Please check the box below to continue

I HAVE READ THE CANCELLATION POLICY

PERSONAL DETAILS

Title

First Name (e.g. Robert)

Preferred First Name (name by which you are commonly known by, if different from the above e.g. Rob)

Last Name

Gender

How did you hear about us?

Please list your referral (name of person/organization)

Please list the specific conference/event

Other details

Dietary Restrictions

PROFESSIONAL DETAILS

Current Job Title (enter unemployed if currently not working)

Organization Name (enter Independent if you do not have an organization name)

Portion of Practice Involving Families in Business

Primary Area of Practice (select one choice)

Additional Area of Practice (select one choice)

Website

E-mail

Alternate E-mail

Employer Address Line 1

Employer Address Line 2

Employer Address Line 3

Employer City

Employer Province/State

Employer Postal/Zip Code

Employer Country

Telephone (Please include extension if applicable)

Mobile Phone

FEA PROGRAM – APPLICANT ELIGIBILITY QUESTIONS

By responding to the following 5 questions, you will help us assess your eligibility for the FEA Program and deliver a learning experience which is aligned with your needs. Your responses are an opportunity for you to provide additional details about yourself with respect to your professional experiences. The FEA Admissions team will carefully consider your responses and, therefore, you are encouraged to provide an appropriate level of detail and colour. A guideline for the length of response to each question is approximately 60 words or one short paragraph.

Please upload a Word document with your answers to these questions

1. Please state your name and your employer/organization and tell us why you are applying to the FEA Program.
2. What is your experience working with family businesses?

3. What are some of your goals and expectations of the FEA Program?

4. Please provide details on your primary area(s) of practice as identified on your application.

5. Is there any additional information that you would like to share with the FEA Admissions Team?

BILLING INFORMATION
Please specify how you would like invoices to be made out if different from previous.

Billing Organization Name

Billing Address Line 1

Billing Address Line 2

Billing City

Billing Province/State

Billing Postal Code/Zip Code

Billing Country

E-Mail Address of Billing Contact

Telephone Number of Billing Contact (include extension if applicable)

DESIGNATIONS

Please select the number of designations you have

Designation 1

Abbreviation

Full Name of Designation

Conferment Year

Designation 2

Abbreviation

Full Name of Designation

Conferment Year

Designation 3

Abbreviation

Full Name of Designation

Conferment Year

Designation 4

Abbreviation

Full Name of Designation

Conferment Year

Designation 5

Abbreviation

Full Name of Designation

Conferment Year

ADDITIONAL TRAINING OR PROFESSIONAL CERTIFICATIONS

Please select the number of certifications you have

Certification 1

Full Name