Congratulations to the Q2 GEN Certificate Graduates

Prepared Exclusively for FFI Members

July 03, 2020

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oday we feature the Q2 GEN graduates: those receiving Family Business Advising (CFBA), Family Wealth Advising (CFWA), Dual (CFBA/CFWA), and Advanced (ACFBA and ACFWA) certificates. These individuals, who come from around the world and across disciplines, have accessed and completed programs of curated material and research-based resources with their peers and a highly skilled faculty—developing a global network of fellow students who advise and study multi-generational families.

Please join us in congratulating their outstanding achievement.

Certificate in Family Business Advising (CFBA)

Patricia Bagsby
St. Louis University, Department of Management
St. Louis, MO

Megan Brown
Ernst & Young
Perth, Australia

Matthew Crudgington
IMD Business School
Lausanne, Switzerland

Mita Dixit
Equations Advisors Private Limited
Mumbai, India

Machiel Gosschalk
Ernst & Young
Epe, Netherlands

Julia Isabella Hamon
Wells Fargo Private Bank
San Antonio, TX

Certificate in Family Wealth Advising (CFWA)

Nina Hoas
UBS Switzerland
Geneva, Switzerland

Kimberley Wilks
PwC Middle East
Dubai, UAE

Dual Certificate in Family Business Advising (CFBA) and Family Wealth Advising (CFWA) badge

Dual Certificates—Certificate in Family Business and Family Wealth Advising (CFBA/CFWA)

Kaushick Chandra
PwC
Suva, Fiji

Kirk B. Stovesand
Walpole Financial Advisors, LLC
Goleta, CA

Timothy Whitney
The Whitney Group of Wells Fargo Advisors
Raleigh, NC

Adnan Zaidi
PwC Middle East
Dubai, UAE

Kaushick Chandra
PwC
Suva, Fiji

Kirk B. Stovesand
Walpole Financial Advisors, LLC
Goleta, CA

Timothy Whitney
The Whitney Group of Wells Fargo Advisors
Raleigh, NC

Adnan Zaidi
PwC Middle East
Dubai, UAE

Advanced Family Business Advising (ACFBA) and Advanced Family Wealth Advising (ACFWA) badge

Advanced Certificates

Advanced Certificate in Family Business Advising (ACFBA)

Jay Feldman
RiverPoint Consulting Inc.
Toronto, Canada

Advanced Certificate in Family Wealth Advising (ACFWA)

Alexandra Rodriguez-Spaethe
Pictet & Cie
Geneva, Switzerland

Thanks to the Q2 GEN Faculty

GEN 102: Self in Systems: Systemic thinking, genograms & the role of the family
Ian Macnaughton

GEN 201: Family Enterprise Advising and Consulting: The action research model as applied to family enterprise
Louisa Brunner and Mairi Mickel

GEN 202: Families of Wealth: A multidisciplinary approach
Richard Boyce

GEN 501: Myths, Realities, and Trends in the Field of Family Enterprise
Natalie McVeigh

GEN 502: Family Governance in the Family Enterprise: A key structural element in family enterprise governance
Steve Legler

Q3 enrollment is now open

Built for busy professionals, FFI GEN delivers world-class curriculum, unparalleled access to faculty and thought leaders, and connections to a global network of specialists in the field. Want to take your skills to the next level?

Learn more & Enroll

Previous Edition

In March, we featured seven of the FFI organizational members.

Today, in our second issue of this year’s series, we are pleased to highlight distinguished organizations and educational institutions that are FFI organizational members.