Farm Transition Update: It Starts with People

Scheduled for January 21, 2021

Canada's Virtual Farm Transition Update: It Starts with People

Presented by the Canadian Association of Farm Advisors (CAFA) Inc., Canada's only national network of Certified Agricultural Farm Advisors®.

CAFA is dedicated to assisting farm families and businesses by increasing the skills and knowledge of farm advisors.


Eastern Standard Time Indicated


REGISTRATION DEADLINE: Friday, January 15, 2021

Moderators:


Rod Edgar, R2D2 Farm


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!


Denise Filipchuck, Filipchuck Management

Denise is a Farm Management Consultant and Coach, a Certified Fi

nancial 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.

Elaine Froese: 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.


Monica Clare: 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.


Patti Durand: FCC Agriculture Transition Specialist

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.

Chris Delaney: Inception Family Wealth Press

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.



Michael Epp, CA, CPA, CMA, Partner Metrix Group

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-win” for all concerned.  Mike will share his succession planning strategies and experiences that have served him and his partners over the years.        


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.

Dr. Moira Somers: 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.


Pricing Details

$125 + GST/HST CAFA members & farmers/ranchers

$250 + GST/HST 2 or more CAFA Members, farmers/ranchers watching together


$200 + GST/HST non-CAFA 

$400 + GST/HST 2 or more non-CAFA Members watching together


Eligible for 5 CAFA® CPD credits

Eligible for 5 FP Canada™ credits

Substantive hours with CPA and Law Societies. Request a Certificate of Attendance afterwards.

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