Shaping futures: evolve, emerge, engage
Cambridge Judge Business School, Academic Host
2021 Presenters
Rajiv Agarwal, PhD., ACBFA, ACFWA, Professor Family Business, Strategy & Entrepreneurship, at SPJIMR, Mumbai, India. Family Business Advisor. Author of five book series, Management Lessons from the Masters, on the biggest family businesses in India. Author- Honey Heritage, Harvard Business Publishing.

Stacy Allred is Head of First Republic’s Family Engagement and Governance practice. Stacy enjoys engaging with curious families and individuals committed to lifelong learning and capacity building. Her work focuses on developing family governance and the facilitation of family meetings. Stacy speaks nationally on topics of family wealth.

Richa Arora brings over 18 years of diverse global experience in her role as a Senior Family Enterprise Advisor at KPMG. She works with multi-generational families, family enterprises and Family office leaders align their core values and purpose with their business and family strategy.

Kevin Au, FFI Fellow, ACFBA, is a management professor and directs both Center for Family Business and Center for Entrepreneurship at The Chinese University of Hong Kong. A former director of FFI and the STEP Project, Kevin advises families-in-business and serves government committees in small businesses and social innovation.

Elizabeth Bagger

Francesco Barbera is an Associate Professor of Entrepreneurship and Strategy at The Ted Rogers School of Management at Ryerson University. His teaching and research interests encompass a wide range of topics related to family business, entrepreneurship, small business management, and family business education.

David C. Bentall is a third generation member of a prominent Vancouver family of real estate developers. For 20 years, he worked in the family’s business, including 7 years as president and CEO of Dominion Construction. Today he is a highly respected author, educator and family business advisor.

Fabian Bernhard is Associate Professor and part of the Family Business Center at EDHEC in Paris. He is a research fellow for family business at the University of Mannheim and for psychology at the University of Frankfurt. He serves on the board of FBR and on FFI’s Board of Directors.

Debbie Bing is President of CFAR, a consulting and coaching firm with decades of experience advising family enterprises. She helps create leadership, strategic, and continuity plans that bridge family, business, and owner interests. Debbie is FFI Board Chair, an FFI Fellow, and holds the advanced certificate in Family Business advising.

Ashley Blanchard is a seasoned nonprofit strategy and management consultant, with a focus on strategic planning for family foundations. She regularly presents and writes on family philanthropy, and she was the founding co-chair of the Council on Foundation’s Next Generation Task Force and is also a trainer in the 21/64 Network (in the inaugural class). Ashley is a graduate of Stanford University and the Goldman School of Public Policy at the University of California, Berkeley, where she completed her master’s degree in Public Policy. 

Kendall Cotton Bronk is a Professor of Psychology at the Claremont Graduate University. Her research has focused on individual and collective purposes in life, and her work has been funded by the Spencer Foundation, the John Templeton Foundation, the Templeton World Charity Foundation, and the Fulbright Foundation.

Jeremy Cheng, FFI Fellow, ACFBA, ACFWA, is currently working on his PhD at The Chinese University of Hong Kong. He is Founder of GEN+ Family Business Advisory & Research, Founding Chair of the FFI Asian Circle, GEN faculty member, and a case committee member of the STEP Project.

Julia Chu serves as Co-Head of the Philanthropy Centre and Family Governance Practice Lead at J.P. Morgan Private Bank. Julia develops the family governance systems, by documenting their history, distilling common values, unique attributes, governing policies. Julia has also received both the (CFBA) and (CFWA) Certificates.

Amy Hart Clyne is Chief Knowledge and Learning Officer at Pitcairn, a leading family office serving over 125 ultra-wealthy families. She brings more than 25 years of experience to the private wealth space. She holds an MBA from Columbia Business School, Columbia University, a BA from Colgate University, a CFP and CFBA.

Michael Cody has over 20 years of leadership experience in a broad array of situations. He has a PhD, has won many academic awards and has published numerous academic articles. He is now a partner in a leadership development firm that focuses on providing participants with vertical development opportunities: Clear Leadership.

William Damon is Professor of Education at Stanford University, Director of the Stanford Center on Adolescence, and Senior Fellow, by courtesy, at the Hoover Institution. He is one of the world’s leading researchers on the development of purpose.

Arnaud de Coninck heads the Global Partnership Program at Trusted Family, the leading governance platform and mobile app for Family Businesses and Family Offices, with over 5000 Directors, Board Members, and Shareholders. Arnaud is a next generation member of the Solvay family business.

Stavros Demetriou is a Partner in the People and Change consulting practice at KPMG and has over 20 years of Canadian and international experience leading organizations through their transformations. Stavros focuses on using data and predictive analytics to help business leaders draw insights they need to be successful.

Nick Di Loreto is a Principal at BanyanGlobal. For the last decade, he has advised client families in North America, Asia, Europe, and the Middle East on governance and enterprise design, succession planning, owner development, and business strategy.

Andrew Doust has been working with enterprise families for over 25 years. As founder of Plenitude Partners, he advises families globally, helping them to break the cycle which destroys families and their wealth. At KORE Venture, Andrew leads the development of programs that enrich and help NextGen flourish.

Nancy Drozdow is a Founder and Principal of CFAR, leading its strategy and family enterprise practices. She is a founding member of FFI, on its inaugural board and an FFI Fellow. She is a leading contributor to the shaping of the future of research, through 2086 Society.

Mary Duke combines deep understanding of generational dynamics with extensive legal, business and family office experience to help families improve their collaboration and decision-making. FFI Fellow and internationally recognized advisor, she integrates coaching, mediation and family systems theory in her work crafting learning and governance systems with families around the world.

Cofounder and WISE’s managing partner, Etienne Eichenberger is an expert in high impact philanthropy as he has been working directly with families. Today, he serve as the chairman of the Swiss Philanthropy Foundation, and as a member of the advisory board of the Debiopharm Chair on Family Philanthropy in the IMD.

Tarek el Sehity is an associate professor at the Faculty of Psychology and responsible for the scientific coordination of the Department of Business- and Economic Psychology. He has studied Psychology at the Universities of Vienna, Paris 5, Liechtenstein, and Rome 1.

Peter Englisch has served family-owned business clients for more than 20 years. In January 2018, Peter joined PWC as Global Family Business Leader and he serves on the FFI board of directors. In September 2020, Family Capital, named Peter as one of the World’s Family Business Top 100 Influencers.

Benjamin Firmenich is the 5th generation family owner of Firmenich, the world’s largest private producer of fragrances and tastes. Member of the Firmenich Global Sustainability Exchange, Nexus Global, Advisory Board at Center for Sustainable Finance and Private Wealth of the University of Zurich. Co-founder and Executive Director of Impact Finance.

Barbara Hauser is a leader in global family governance. Her publications include International Family Governance, Trusts in Prime Jurisdictions, the STEP handbook Family Offices, Life Cycles of a Family Business, Advising the Wealthy Client, Mommy are we Rich?, The Next Generation and the Pursuit of Happiness, and Setting up a Family Office.

Russ Haworth is a UK based specialist family business adviser and has been working with families in business for 15 years. As well as providing dedicated consultancy services to families in business, Russ is also the host of the widely acclaimed Family Business Podcast.

Alexander Hayward supports both UK centric and multi-jurisdictional clients, leading EY’s advisory work in the set-up and review of family offices, and the design and implementation of governance programs. His research-led consulting work relies on unique experience, which has included the benchmarking of over 100 single family offices.

Megan Helzner is a Manager at CFAR where she brings curiosity and a people-centered approach to her work with family businesses. She is particularly interested in the dynamics surrounding a leadership or generational transition. She leverages her experience in philanthropy, including family philanthropy, to enhance her work with families.

Bart Hogeboom works as a researcher for the Centre of Expertise of Family Businesses, Windesheim University of Applied Sciences. He holds a research master’s degree and a PhD degree (both University of Groningen). His research focuses on family firm succession, SME policy and the linkages between family firms and regional development.

James Olan Hutcheson is the founder and president of REGENERATION Partners, a consulting firm devoted exclusively to family enterprises. Prior to forming REGENERATION in 1995, Jim was President of his international family business, Olan Mills Inc., the world’s largest portrait photography firm. Jim is the author of Portraits of Success and The Family Business Road Map to Peace of Mind. Jim is a Fellow and received the Richard Beckhard Award from FFI. In addition to degrees in Psychology and Sociology, Jim has an MBA and a Masters in Behavioral Economics from the London School of Economics.

Nicholas Jacob, since qualifying in 1982, has specialised in taxation and trusts and is a specialist in Family Governance and Succession Planning. He focusses on the psychological issues as well as the legal issues, thus providing a holistic exercise. He advises many significant families around the world.

Dennis Jaffe is the author of Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises and advisor to global families. He has a BA degree in Philosophy, MA in Management, and Ph.D. in sociology, all from Yale University, and is professor emeritus of organizational systems and psychology at Saybrook University in San Francisco.

Marshall Jen is a Project Director for CUHK Center for Family Business. His research focuses on leadership development and mentorship for rising-generation members. A rising-generation member of a listed family firm in Hong Kong himself, Marshall designs and teaches educational programs, and trains mentors for growing rising-generation power.

Peter Jenner has over 35 years of experience assisting SMEs Alumnus of the US Govt International Leaders Program. He is author of UK Govt Guides for Business and Business Improvement Guides funded through major EU, UK based and Transnational Applied Research and Development Projects, frequently in partnership with UK based Universities and Colleges.

William J. Kambas is a partner in the Private Client and Tax Group at Withers Bergman LLP. He is a tax lawyer advising family enterprises worldwide on investment and asset ownership structures. Bill received a B.A. from Skidmore College and a J.D. (Taxation) and M.B.A. from the University of Connecticut.

Andrew Keyt is an internationally known business strategist and succession planning expert for family owned businesses. He is the Executive Director at the Loyola University Chicago Family Business Center which is dedicated to helping multigenerational family-owned businesses grow, transition and learn. Keyt is also President and Founder of Keyt Consulting.

David King founded Triple Crown Sports in 1982 with wife Annette. CEO through 2017 and now Chairman of TCS. Lifetime Coach with over 250 former players having made it to college. Active Family Business Advisor. Starting two new businesses currently with daughter Kelly and wife Annette. Sports Evaluations and Vacation Rentals in Mexico.

Keri King is second-gen CEO of Triple Crown Sports, 40 years old and married to Chelsea. They live in Ft. Collins, Colorado with two girls named Tully (5) and Maybelle (3). Keri enjoys snowmobiling and Mountain biking for exercise and spending time with his family. 

Bridget Kustin is a Research Fellow and Qualitative Lead on the Oxford Ownership Project at Saïd Business School, University of Oxford. Bridget is an economic anthropologist (PhD, Anthropology, Johns Hopkins University, 2017) who studies the complexity and ethics of corporations, financial systems, and the humans interacting with them.

Rania Labaki is Associate Professor of Management at EDHEC Business School and Director of EDHEC Family Business Centre. She is board member of IFERA, coeditor of Entrepreneurship Research Journal and advisor at LGA. An FFI fellow, Rania is recipient of the FFI Best Unpublished Paper and Best FBR Article awards.

Ivan Lansberg grew up in an entrepreneurial family in Venezuela. He has consulted with complex family businesses in the USA, Canada, Asia, Europe and Latin America, and has made significant contributions to the understanding of family business governance and succession. He was one of the founders of the Family Firm Institute (FFI) and the first editor of its professional journal, Family Business Review. After receiving B.A., M.A. and Ph.D. degrees from Columbia University, Ivan taught at the Columbia Graduate School of Business. He became a professor of organizational behavior at the Yale School of Organization and Management for seven years before going into consulting. He is currently on the faculty of Kellogg School of Management at Northwestern University. His latest book, Succeeding Generations, published by Harvard Business School Press, has been widely praised as a landmark work.

Sofie Lerut is a leading Belgium-based family business consultant and lecturer. She is a partner at the law firm Roots Advocaten, a team member of the Flemish Family Business Institute (IFB) and an FFI Fellow.

Julien Lescs is a family business advisor, specialized in family governance and psychodynamic. He is the co-founder of KANOPE IMPACT, a family office dedicated to impact investing based in Spain, France and Sweden. He recently created a new psycho-genealogy coaching tool merging genograms and drawings.

Donna Levin is CEO of the Arthur M. Blank School for Entrepreneurial Leadership at Babson College. She was the co-founder of Care.com, and also previously served as VP of Operations at UPromise. Donna holds an MBA from the MIT Sloan School of Management and a BA from Emerson College.

Jozef Lievens is a leading family business consultant and lecturer based in Belgium. He founded FBN Belgium and the Flemish Family Business Institute. He is a FFI Fellow and served on the FFI Board.

Grace Lordan is the Founding Director of The Inclusion Initiative (TII), Director of the MSc in Behavioural Science and an Associate Professor in Behavioural Science at the London School of Economics and Political Science. Grace has a PhD in Economics, and an undergraduate degree in computer science. Her research is focused on understanding why some individuals succeed in life and others don’t. She is an expert on the effects of bias, discrimination and technology changes. Grace is an expert advisor to the UK government sitting on their skills and productivity board. Her academic writings have been published in top international journals in economics and the broader social sciences. Think Big, Take Small Steps and Build the Future you Want is her first book.

Linda Mack is the Founder of Mack International, providing retained executive search and strategic human capital consulting to family enterprise clients globally. Linda received her M.B.A., in finance and accounting, from the J.L. Kellogg Graduate School of Management, Northwestern University. She received her B.A. degree from the University of Arizona.

Ian Macnaughton is a psychotherapist, family enterprise advisor, educator and author with extensive clinical and entrepreneurial experience. He has a Ph.D. focused in Human Science from Saybrook University and is the recipient of the Advanced Certificate in Family Business Advising from the Family Firm Institute.

Rose McNeely is an Investment Analyst at the Meritex Company based in St. Paul, Minnesota. She is the first G4 and first female family member to be employed at the company. Prior to joining Meritex she worked in finance at CliftonLarsonAllen and graduated from University of St. Andrews in 2015.

Keith Michelson Before joining The Lovins Group, where he advises on succession and rising generation development, Keith worked as a consultant and executive coach to leaders in major corporations and family businesses. Keith’s education includes an MBA from Yale University and an MA in Marriage and Family Therapy from Fairfield University.

Mairi Mickel uses governance in action, providing the specific support and guidance that business families and their trusted advisors need during key transitions in the family business lifecycle. Using facilitation and coaching, playing the role of the impartial outsider, she empathetically asks difficult questions, encouraging decision making in a safe environment.

Ellisha Mott has a Masters in Psychology and Business from the University of St. Andrews, Scotland. 4th generation, heir apparent of one of the largest electrical contractors in the region, currently celebrating its 75th anniversary. She brings a unique perspective to family business, women in construction and next generation leadership.

Don Opatrny founded the Lovins Group with Alan Lovins in 2008. He blends his own firsthand family business experience together with useful techniques gathered in years of practice as a Licensed Marriage and Family Therapist. He is committed to helping each client to articulate and realize their own vision of success.

Natasha Pearl founded Aston Pearl in 2003, providing objective and confidential advisory to more than 90 family enterprises and families. Focus includes SFO structure and start-up, and residential operations. The firm has developed a proprietary approach to “Wealth Preservation Infrastructure.” She received her undergraduate and MBA degrees from Harvard University.

An Associate at Lansberg Gersick & Associates (LGA), Christopher Robichaud works to provide families with opportunities to explore ethical decision making in the context of practicing leadership skills and engaging in complex negotiations. Christopher has over a decade of professional experience working at the intersection of education and practice, with a focus on providing moral leadership training in business, politics and law. He received his Ph.D. from MIT and his master’s degree from Texas A&M University. In addition to his work with enterprising families, he is a Senior Lecturer in Ethics and Public Policy at the Harvard Kennedy School of Government and Director of Pedagogical Innovation at Harvard’s Edmond J. Safra Center for Ethics.

Guillermo Salazar is an expert on corporate governance and succession strategic planning. He has served as advisor for numerous business families on their protocols, generational transition, alignment of family vision and values for decision-making, and conflict resolution. He is an FFI Fellow and recipient of the International Achievement Award from the Family Firm Institute.

Pramodita Sharma is the Schlesinger-Grossman Chair of Family Business at the Grossman School of Business, University of Vermont. She was the editor of Family Business Review from 2008-2017 and is the recipient of Barbara Hollander award. Her research on succession, governance, innovation, next generation commitment, entrepreneurial leadership and sustainability is published in over fifty articles and ten books.

Sanjay Sharma is the Dean of the Grossman School of Business at the University of Vermont since 2011. He is pioneer in research on sustainable business with numerous academic articles and 9 books on the topic. He has won many awards for his academic research and application to practice. Before his academic career, he was a senior manager and CEO with multinational corporations for 16 years.

Todd Smith is a Principal at CFAR, and has worked with family businesses for over two decades in the areas of governance, education, strategy, and communication improvement. In addition to consulting with family businesses, Todd worked for many years within a family office as EVP of Strategy and Governance.

Doris Sommavilla

Ruth Steverlynck is a lawyer, trained mediator, and one of the founding partners of Your Family Enterprise Advisors Inc. She has a diverse experience advising families related to successful transitions of their wealth and their businesses. Ruth is a regular presenter at universities, conferences and family enterprise workshops.

Salvatore Tomaselli, Ph.D. from IESE, is Professor at the Università di Palermo (Italy). A passionate researcher and consultant to family businesses since 1985, Salvatore has wide experience and relations over the five continents. A founding member and fellow of IFERA, is frequently invited speaker at international conferences, workshops, and seminars.

Wendy R. Ulaszek holds a Ph.D. in Clinical Psychology, specializing in family systems, coaching ambidextrous leadership development, and succession planning. Partner at LGA, she works with global family enterprises to implement sustainable family governance and philanthropic systems. Wendy is an FFI Fellow and teaches at the Kellogg School of Management program for enterprising family leaders. She is currently co-leading a research project funded by the National Center of Family Philanthropy (NCFP) examining the impact of individual and collaborative multi-generational wealth utilization.

Judith van Helvert is associate professor at Windesheim University of Applied Sciences. She holds a Master of Science degree in International Business Studies (Maastricht University) and a PhD in business administration (Jonkoping International Business School, Jonkoping University). Her research activities focus on strategy development, governance and succession in family firms.

Eddy Van Hijum is vice-governer of the Province of Overijssel. He holds a PhD in Public Administration (University of Twente). He made family business policies a priority in his own region and also worked to advance family busines policy in the EU as SME rapporteur of the European Committee of the Regions.

Judy Lin Walsh advises owners of the world’s largest family businesses and family offices on generational transition. Her specialty is working in complex family ownership systems to align the goals of the senior and next generations and to build sustainable governance.

Jamie Weiner, Wealth Whisperer, creator of the “Land of Giants” research project, co-founder of Inheriting Wisdom, and co-author of The Legacy Conversation. His passion is helping the rising gen, families and their advisors navigate the complexities of their lives. He is an FFI Fellow and former board member.

Mariann Wenckheim joined the family business as non-executive director of Austria’s most loved mineral-water-brand, Vöslauer (2014-2018) and became chair of the Wenckheim family holding company (2019). As Co-Active Coach® Mariann’s passion is to work with entrepreneurs and family-business leaders to be true to themselves and conscious of their impact on humanity.

Caleb White is a Principal at CFAR specializing in the strategic and operational issues in family enterprises. He draws on experience in privately-held and public companies and as the former G6 family CEO of Ensign-Bickford Industries. Caleb is attuned to high stakes shareholder issues and complex multi-generational family business dynamics.

Marta Widz is a Research Fellow at IMD Business School, responsible for evaluation for family business awards. Ph.D. from the University of St. Gallen. Co-Chair of the 2020 FFI Global Conference’s Program Committee. IFERA and AOM member. Frequent presenter for the Family Business Network (FBN). Embraces research, education, advisory.

Anthony Willoughby, a British eccentric and adventurer who was brought up in Africa, vaguely schooled in the UK and US. At 22 he left England with a one way ticket in search of inspiration, adventure and opportunities 47 years later he is still on that journey of personal exploration.