Wednesday, October 24, 2018
Pre Conference Sessions
GEN 503 Tools for Positive Change in Family Business Systems: Analysis and Application
Faculty: Andrew Hier, Cambridge Advisors to Family Enterprise; Carlo Salvato, Bocconi University
Location: Plaza 6-7
Description
GEN 504 Meaning and Purpose: Philanthropy and the Family Enterprise
Faculty: Jim Coutre, Fidelity Family Office Services; Elaine Martyn, Fidelity Charitable; Maya Prabhu, Coutts & Co.
Location: Plaza 1-2
Description
- An awareness of current trends in philanthropy and how wealthy individuals and families engage in philanthropy today — including the emergent field of Impact Investing
- An understanding of how today’s high and ultra-high net worth families are expressing their values and working towards social and environmental impact through their philanthropic giving
- Practical approaches, both relevant and rigorous, to position philanthropy at the heart of conversations on values, succession planning and preparing the next generation
- An understanding of how to discuss philanthropy with clients to deepen relationships and win more business
- Opportunities for debate, case studies, and reflective exercises to enhance learning and enjoyment
Iberoamérica Meeting
Location: Plaza 3
Opening Reception
Mark Bagnall, Artist-in-Residence
Mark Bagnall is a British film, television and stage actor. He has been in numerous features films and television programs including The Bill, Doctors, Casualty, Holby City, Robin Hood, and Midsomer Murders. A skilled stage performer, Mark employs comedy, narration, and improvisation in his live work. Mark will be “acting out” throughout the conference in sessions and in unexpected places!
Location: City Suites
Sponsored by U.S. Trust Family Office
Thursday, October 25, 2018
Global Education Network Awards Breakfast
Location: City Suites
Description
Concurrent Sessions
Assessing and Developing Governance Competencies: An integrated approach to managing family talent
Presenters: Devin DeCiantis, Nicolas Hollanders, Ivan Lansberg, Lansberg, Gersick & Associates LLC
Host: Annie Koh
Location: Plaza 1-3
Description
A Visit to the Festival Fortune Teller: Forecast of three future trends for family-owned enterprises
Presenter: Patricia Annino, Rimôn P.C.
Host: Debbie Bing
Location: Plaza 6-7
Description
The Power of Contracting
Presenters: Judi Cunningham, Kennesaw State University; Wendy Sage-Hayward, The Family Business Consulting Group
Host: David King
Location: Plaza 9-10
Description
On the Main Stage
The Diversity of Deviance: How breaking the rules can hurt (and help) families and family firms
Deviant behavior has different antecedents and effects based on variation in family systems and family firms. Using lecture and small group discussion, this session outlines the diversity in types and outcomes of deviance and provides attendees with the means to use deviance in the family and family firm to improve performance.
Presenters: Kim Eddleston, Northeastern University; Roland Kidwell, Florida Atlantic University
Host: Dan Bayston
Location: Ballroom 1 (Main Stage)
Hospitality Break
Concurrent Sessions
Artistic Engaged Scholarship: Creative art labs on family business
Presenters: Nicholas Bailey; Angela Carradus, Manchester Metropolitan University; Jane Glover, Kiran Trehan, University of Birmingham
Host: Jeremy Cheng
Location: Plaza 9-10
Description
Celebrating the Practitioner’s Spectrum
Presenters: Elle Hansen, REGENERATION; Steve Legler, Shift Your Family Business; Natalie McVeigh, Wells Fargo Private Bank; Mairi Mickel, Mairi Mickel’s Business Families
Host: Elizabeth Bagger
Location: Plaza 6-7
Description
To Share or Not to Share: How will the shared economy impact the field of family business?
Presenters: Giana Eckhardt, University of London; Andrew Keyt, Loyola University Chicago; Domingo Such, Perkins Coie
Host: Stuart May
Location: Plaza 1-3
Description
On the Main Stage
Organized Improv: Optimizing team development for team productivity
This session will feature insights regarding two specific team development models with the FFI adviser community, in the hope that exposure to a set of ideas that may be quite different from current technical expertise will help provide even more value to clients.
Presenter: Jessica Geiben Lynn, CFAR — joined by artist-in residence Mark Bagnall
Host: Paul Westall
Location: Ballroom 1 (Main Stage)
Lunch & Learn
General Lunch
Location: City Suite 1
GEN Faculty Meeting
Location: City Suite 3
Global Research Report of Findings on Family Enterprise
Presenters: Alex Hayward, Helena Robertsson, EY Global Family Business Center of Excellence
Location: City Suite 2
Description
LGBTQIA Issues in Family Enterprise Advising
Host: Kyle Danner, Kyle Danner Family Business Advisor
Location: Plaza 4
Description
Mental Health & Addiction: A concierge approach
Presenters: Ed Levin, Levin Mental Health Consulting; Mark Burdick, Burdick Psychological Services
Moderator: Jamie Weiner
Location: Plaza 8
Description
Concurrent Sessions
Invisible Decision Makers: The role of the matriarch in Asian family business
Presenter: Linda Salim, Sustainable Family Business Planning & Consulting
Host: Grégoire Imfeld
Location: Plaza 6-7
Description
Jousts, Feats of Strength and Games of Chance: Common causes and outcomes in family-owned business legal disputes
Presenter: Michael Connolly, Murtha Cullina LLP
Host: Catherine Rossbach
Location: Plaza 9-10
Description
Should Anything Last Forever? How evolving family interests can be leveraged to
benefit business and giving over time
Presenter: Donzelina Barroso, Rockefeller Philanthropy Advisors; Grant Gordon, William Grant Foundation; Alex Scott, Sandaire
Host: David Harvey
Location: Plaza 1-3
Description
On the Main Stage
Shakespeare and Family Business: To be or not to be?
William Shakespeare is commonly described as a “writer for all ages.” His work endures because it speaks to the human experience. This presentation explores and examines Shakespearian themes that might be usefully applied to working with–and in–family businesses.
Presenter: Lloyd Steier, University of Alberta School of Business — joined by Artist-in Residence Mark Bagnall
Host: Prudy Gourguechon
Location: Ballroom 1 (Main Stage)
Hospitality Break
Concurrent Sessions
Celebrating the Past, Writing the History of the Future
Presenters: Christine Blondel, INSEAD; David Bork, Family Business Matters; Rania Labaki, EDHEC Business School
Host: Nadine Kammerlander
Location: City Suites
Description
On the Main Stage
Mixing in Royal Circles: A play in one act
An impromptu ‘in the round’ play of two family council meetings will be facilitated. Characters, played by delegates, respond to interventions and guidance of a role-playing family business adviser. There will be learning reviews between and a final review at end for ‘takeaway’ learnings.
Cast: Susan Kaye, The Challenge of Excellence Ltd.; Artist-in-Residence Mark Bagnall; and an all-star FFI acting troupe
Location: Ballroom 1 (Main Stage)
Trusted Family Reception
(PRE-REGISTRATION REQUIRED)
Location: Plaza 1-3
Dinner On Your Own
Speakers and Sponsors Reception
(BY INVITATION ONLY)
Location: KPMG
Friday, October 26, 2018
General Breakfast
Location: City Suites 2-3
Fellows & GEN Alumni Breakfast
(BY INVITATION ONLY)
Location: City Suite 1
Concurrent Sessions
Aligning Long-Term Incentive Compensation
Presenters: Trish Botoff, Botoff Consulting; Tayyab Mohamed, Agreus; Kirby Rosplock, Tamarind Partners Inc.
Host: Rodolfo Paiz
Moderator: Jim Coutre, Fidelity Family Office Services
Location: Plaza 1-2
Description
Rites of Passage in a Land of Giants
Presenter: Jamie Weiner, Inheriting Wisdom
Host: Richard Boyce
Location: Plaza 3-4
Description
Self-awareness and Self-management: Be fully present for the client
Presenter: Pilar Tolentino, Ateneo Family Business Development Center
Host: Daphne McGuffin
Location: Plaza 9-10
Description
Hospitality Break
Concurrent Sessions
Socratic Dialog: A revolutionary tool for business families
Presenters: Alberto Gimeno, ESADE Business School and Socratic Dialog Institute
Host: Fabian Bernhard
Location: Plaza 1-2
Description
The Healing Mandala™: Mindfulness, art, & appreciative storytelling
Presenters: Laura Allen, Jean Meeks-Koch, Positively People, LLC.
Host: Natalie McVeigh
Location: Ballroom 1
Description
The Mirror Maze: Changing your reflection
Presenter: Kirsten Taylor-Martin, Grant Thornton Australia, Ltd.
Host: Asher Noor
Location: Plaza 9-10
Description
Welcome to the Culture Fair: Ethnographic methods to make the strange familiar
Presenter: Debbie Bing, CFAR
Host: Tamás Kürti
Location: Plaza 6-8
Description
General Lunch
Location: City Suites 1-3
Annual Meeting
Location: Plaza 3-4
Concurrent Sessions
Family Offices, Fiefdoms, Fallacies, and Fables
Presenters: Tony Bogod, Tim Carvosso, Resonance Partners LLP.
Host: Alex Hayward
Location: Plaza 1-2
Description
The Generative Alliance: Culture and evolution of 100-year family enterprises
Presenters: Dennis Jaffe, Wise Counsel Research; Alex Scott, Sandaire; Andrew Wates, Wates Group
Host: Isabel Botero
Location: Plaza 6-8
Description
Transitioning Voting Shares: Making clarity out of chaos
Presenters: Dan Frosh, Frosh Family Business Consulting; Henry Hutcheson, Family Business USA
Host: Vaughan Scott
Location: Plaza 9-10
Description
On the Main Stage
Unmasking Imagination and Creativity: A mask-making workshop to explore how creativity can mediate family business solutions
Join a mask-making workshop to explore how creativity can mediate family business solutions. The ancient human custom of mask-making can empower all generations of a business family. By examining emotions, values and identity, creativity and imagination can be unlocked to create opportunity.
Presenters: Charlotte Dillon, RoundTable Global; Oliver Hallam, Oliver Hallam Mediation
Host: Guillermo Salazar
Location: Ballroom 1 (Main Stage)
Concurrent Sessions
A Jane Austen Festival for Family Firms and Advisers
Presenter: Michael Whitty, Handler Thayer LLP
Host: Carlo Salvato
Location: Plaza 1-2
Description
The Jousting between the Family and the Business Needs. Who will win?
Presenters: Luis Jimenez Castillo, WPI/Universidad Panamerica; William Stormont, Viscount Stormont
Host: Marta Widz
Location: Plaza 6-8
Description
Theatre of Intervention
Presenters: Mark Bagnall, Artist-in-Residence
Location: Plaza 9-10
Description
Closing Awards
2018 Awards Ceremony & Closing Festivities
Location: Ballroom
A beacon of best practice in terms of professional collaboration and interaction.”
Founder, Sandaire