Farm Transition Update 2021 It Starts with People
CAFA's Farm Transition Update 2021 (FTU2021) is a new three-part series focused on helping farm advisors, consultants and coaches improve their communication skills with their farm clients, especially as it relates to farm transition.
Farm transition involves many technical aspects but, to achieve the desired outcomes the process needs to start with people - the farm family. They need to be very clear in expressing what they expect from their trusted advisors in order for their advisors to deliver on their guidance. That is only achieved with effective communication.
Learn from six leading advisors as they share their insights and expertise on what it takes to effectively communicate with farm clients.
FTU2021 provides continuing education credits for CAFA?, CFP?, FEA's (1 CE credit per hour). Lawyers and accountants can request a Certificate of Attendance.
Dates:
- Part 1: Wednesday, February 10
- Part 2: Monday, February 22
- Part 3: Monday, March 1
Starts: 1:30pm Atlantic, 12:30pm EST, 11:30am CST, 10:30am MST, 9:30am Pacific
Part 1 Wednesday, February 10
Moderator: Kim Gerencser, BAFS, CFP?, CAFA?, Senior Manager, Farm Management Consulting MNP LLP, CAFA National Chair
Speakers
- Patti Durand, B.Sc., PAg, CAFA?, FCC Agriculture Transition Specialist : Putting it into Words: Helping Your Farm Clients Talk the Talk
- Michael Epp, B.Comm, CPA, CA, CMA, CAFA?, Partner Metrix Group: Succession Planning for CAFA Advisors
Part 2 Monday, February 22
Moderators Part 2 & 3: Denise Filipchuck, CFP?, CAFA? Filpchuck Management Inc. and Rod Edgar, R2-D2 Farms
Speakers
- Chris Delaney, B.A., LL.B., B.Ed., TEP, FEA, CAFA?, Inception Family Wealth: Estate & Succession Planning by Design
- Dr. Moira Somers, Ph.D., C.Psych., Money, Mind & Meaning: Implementation Impasse: Why Good Clients don’t Follow Great Advice
Part 3, Monday, March 1
Speakers
- Elaine Froese PHEc., CSP, CHICoach, CAFA?, Farm Family Transition Expert: Finding Fairness in Farm Transition
- Monica Clare, CPA, CMA, MBA, CPCC, FEA, CAFA?, Monica Clare Management Consultant: Conflict Management Skills for Consultants, Coaches & Advisors
Three outstanding capacity-building sessions for farm advisors to improve communication skills with their farm clients.