Social Impact Lab – Family Business Legacy Planning Across Multiple Generations

Event Details


Do You Want to Make an Impact?

Join FEX as we partner with Karma & Cents ™ founder, Gena Rotstein, to
deliver the Social Impact Lab. This interactive breakfast workshop will
introduce you to Philanthropy 3.0.

Karma & Cents ™ support family enterprises in attaining their social and
legacy objectives through the Social Impact Lab – a workshop specifically
designed to support families as they design their succession plan,
implement the transition process and articulate their legacy as well as
providing the tools and resources to facilitate their inter-generational

While there will always be room for traditional philanthropy – writing
cheques and attending galas, in today’s social finance world, private
foundations can do much more. Enterprising families want to do much more.
If you want to know how to push the needle on these complex social and
legacy challenges that you are addressing, please bring these desires and
entities and join us at the Social Impact Lab.

Gena Rotstein grew up in a family business and part of a larger
enterprising family. Gena is the “Karma” half of Karma & Cents Inc, she
brings over 20 years of experience focusing on Philanthropy driven families
and organizations who want to make a real change in their community. Gena
is coming from Calgary to Vancouver to deliver this workshop to FEX members
as enterprising families are at the heart of who she works with. In large
part, because her roots are from those very same families – business
owners and leaders who have shaped our society. Gena understands that these
individuals and their families face unique challenges and questions about
succession planning, transition management, inter-generational
communication, process management and legacy planning.

We hope that you will join us for this special workshop and look forward to
seeing you there! Spaces are limited so book fast to avoid disappointment.

In the meantime, watch Gena in action speaking about adaptive Philanthropy
at TedxCalgary:

The workshop will be held at the McCarthy Tétrault LLP offices on 24th
floor of suite 2400, 745 Thurlow Street.

A complimentary light breakfast, tea and coffee will be provided.

Parking and Public Transit:

The parking entrance for this building can be found by turning right just
before reaching Joe Fortes Restaurant. The Parkade entrance reads ‘745
Thurlow’. Parking is done via credit card at the elevator on your parking
floor level. Parking is approx. $8.50 for 3 hours

The closest train station is Burrard – 4-minute walk.



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