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
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
Part 1, Wednesday, February 10
Moderator: Kim Gerencser, BAFS, CFP®, CAFA® Senior Manager, Farm Management Consulting MNP LLP, CAFA National Chair
Kim is a business strategist who provides family businesses with proactive and pragmatic solutions to issues & challenges relating to finance, cash flow, leverage, systems, and operations. A serial entrepreneur, his expertise includes a Diploma in Agri-Business, a Degree in Financial Services, Certified Financial Planner (CFP®) and Certified Agricultural Farm Advisor (CAFA) designations, and a lifetime of on-the-farm experience. Kim was an active farmer (4th generation) until the end of 2014 when he made the difficult decision to leave the farming company he co-founded to focus his efforts on his consulting practice.
”My farming experience combined with my financial industry expertise provide me a unique and specialized position when providing my clients with timely, pragmatic, and personalized advice. It is because of that unique background that I have the privilege of seeing each farm operation from multiple angles (farmer, lender, business advisor, etc.) which allows me to provide advisory services that are all encompassing and holistic in approach.”
Putting it into Words: Helping Your Farm Clients Talk the Talk
Communication between you and your clients with their families is a critical success factor when developing plans and offering solutions.
Let’s talk about ideas, tips and resources you can use with your clients to help them reach their goals.
Patti’s career has been focused on working with farm businesses both as an entrepreneur and a lending advisor, providing tools and resources that open new paths to success. As an experienced farm transition facilitator, she can initiate and lead the conversation and help producers make the best strategic decisions for their operations.
Patti has an agriculture degree from the University of Manitoba and has worked in the Saskatchewan ag industry for more than 20 years. She’s a member of both the Saskatchewan Institute of Agrologists and Canadian Association of Farm Advisors.
Succession Planning for CAFA Advisors
Michael (Mike) will share his succession planning experiences at Metrix Group LLP. During his 35-year (and counting) career with the Firm, Mike has built relationships with a wide variety of corporate and personal clients. Many of these clients are involved in farming. In addition to developing his own clients, Mike ventured into a number of succession arrangements with CPAs who were looking for an exit strategy. Metrix helped these CPAs realize their retirement dreams. At the same time Mike and his partners were given an opportunity to establish new client and staff relationships, thereby achieving a “win-win-win” for all concerned. Mike will share his succession planning strategies and experiences that have served him and his partners over the years.
Michael Epp, CA, CPA, CMA, CAFA® Partner Metrix Group
Mike is a Partner with Metrix Group, serving clients through offices in Edmonton, Lloydminster, Whitecourt, and La Crete. His career has included: assurance and accounting services for a variety of institutional audit clients and private companies; income tax, succession, and estate planning services; as well as consulting and advisory services. Mike led Metrix into a number of succession opportunities through his CPA connections. Building connections and developing relationships with the many new clients and staff members that joined Metrix, is both challenging and rewarding. Mike, and his wife, Gayle, together with their five children and spouses, and ten grandchildren, enjoy a passion for boating, watersports, and outdoor activities, at their BC cabin.