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Farm Transition Update: It Starts with People

February 22 @ 11:30 am - 1:30 pm CST

Farm Transition Update: It Starts with People

Three-Part Seminar Series

This three-part series was designed to help improve the communication skills of farm advisors, consultants & coaches. Farm transition involves many technical aspects, but to achieve the desired outcomes the process needs to start with people and they need to be very clear in what they expect from their trusted advisors. That is only achieved with effective communication.


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


2 Hours CPD Credits /Session

2 CPD CAFA® ◾ 2 CPD FP Canada™ ◾ This program earns 1 CE credit/hour for FEA, Certificates of Attendance available for CPAs, LL.B. & J.D.s


Moderators Part  2 & 3

Denise Filipchuck, CFP™, CAFA® Filipchuck Management Inc.

Denise is a Farm Management Consultant and Coach, a Certified Financial Planner (CFP), a Certified Workplace Mediator, a Certified Agriculture Farm Advisor (CAFA), and a Farm Debt Mediation Service Financial Expert, and provides financial planning and management consulting services, tools and coaching to farm families, helping them become more successful in their businesses, relationships and lives.

Denise was raised on a farm and specializes in farming, family communication, financial planning, intensive debt management, strategic business and transition planning. Denise also provides peer group and workshop facilitation and does public speaking at ag industry events.

Rod Edgar, R2-D2 Farms

I have been an associate member of CAFA since 2007. Full time farmer since 1989, just starting transition to next generation. The “management” portion of our business is my favourite part. I’m a numbers guy. We do everything right at seeding time, knowing the rest is up to Mother Nature. I have sat on many Boards during my career, usually end up as chair. Travel has always been our passion, the flexibility of grain farming has always allowed lots of travel!

Part 2: Monday, February 22

Estate & Succession Planning by Design

Your clients are difficult to engage and sustain in the estate planning and farm business succession process. They seem disinterested, distracted and willing to procrastinate. They often don’t know where or how to start. You are concerned that their hard work and your great advice ideas will ever see successful execution. How can we make a difference? By using the principles of design we can build a more purposeful legacy when we better empathize with our
clients, enhance understanding of the salient perspective, generate a variety of multidisciplinary solutions, model and then test the proposed solutions.

Chris Delaney, B.A., LL.B., B.Ed., TEP, FEA, CAFA®, Inception Family Wealth

Chris is the author of “The Naked Opus: Growing Your Family Wealth for the Long Term” (2018). He is a Family Enterprise Advisor, Lawyer, Professional Speaker and Intergenerational Family Wealth Strategist. He works with enterprising business families, family offices and families of wealth and their advisors to help them develop goals-based, strategic intergenerational wealth continuity plans. He is the past Chair of the London and Southwestern Ontario chapter of the Society of Trust & Estate Practitioners (STEP) and host of The Inception Family Wealth Hour Podcast available on Apple, Google and Spotify.

Implementation Impasse: Why Good Clients don’t Follow Great Advice

The plan is logical; the advice is sound; the client voices full agreement; and yet – NOTHING is happening! Is the client stuck? Resistant? In need of more
persuading? How you choose to frame this inaction can affect everything that follows in your work together.

Dr. Moira Somers, Ph.D., C.Psych. Money, Mind & Meaning

Dr. Somers is a psychologist, professor, author and executive coach. She brings an uncommon combination of expertise in neuroscience, financial psychology, mental health, and behavior change to bear on a wide range of personal and professional challenges.

As a family wealth consultant, Dr. Somers works with clients who want to have healthy financial attitudes and behaviors. Families reach out to her for help in dealing with sudden wealth, inter-generational wealth transfer, major life transitions such as retirement or re-marriage, and raising financially responsible children.