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Farm Transition Update: It Starts with People

March 1 @ 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 3: Monday, March 1

Finding Fairness in Farm Transition

One of the key challenges for farm families is navigating the fairness issue with successors and non-business heirs. FAIR stands for financial transparency,
attitudes towards money, intentions, and roles for the founders.

What does fairness look like to you on your farm ? Do you have a strategy for helping everyone be successful? Let’s talk about a new mindset for agriculture
with practical questions to create more family harmony as farms transition.

Elaine Froese, CSP, CHICoach, CAFA® Farm Family Transition Expert

Starting with 4-H presentations in Manitoba at age nine and moving on to audiences today in Mexico, Australia and beyond, Elaine has always understood that communication is the key to building trust and understanding, especially when your family members are your business partners.

Elaine offers farm families straight talk and courageous conversations on the issues that seem impossible to resolve.



Conflict Management Skills for Consultants, Coaches & Advisors

Conflict management and problem solving is a normal situation in the world of managing business and growing potential. For professionals in careers of advising or consulting, it is your responsibility to coach your clients through these challenges.

Learn how to access the data in your biocomputer and make friends with resistance. These are fundamental communication skills for managi

ng and supporting not only your client’s success story, but also your own.

Monica Clare, CPA, CMA, MBA, CPCC, FEA, CAFA® Monica Clare Management Consultant

With a unique background in finance and mediation, coupled with a passion for culture and education, Monica has traveled the globe extensively – exploring all opportunities to continuously enhance her skill set and personal growth. Around the world she has had the good fortune to learn from some of the most renowned names in her field.

Having previously worked in accounting and finance with corporate giants Coopers and Lybrand (now PwC) and Rogers Cablesystems, Monica’s initial foray into business began with her family’s manufacturing company – Balthes Farm Equipment. Growing up in a family business, Monica learned the importance of family values, vision, passion and commitment. This early imprinting ultimately led to her lifetime quest to understand best practices in business and communication skills and how to live a happy life.