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Prepared Exclusively for FFI Members
Advanced Certificate Courses Update
May 30, 2025
FFI on Friday: May 30, 2025 cover
T

he GEN 503 and 504 courses for the Advanced Certificates in the Global Education Network (GEN) certificate program have just concluded, and the capstone webinars for GEN 502 will be held on June 24 and 25. Thanks to the Q2 faculty and congratulations to the Q2 graduates, who will be featured in a July issue of FFI on Friday.

Registration for Q3 Advanced Certificate courses is now open, and we encourage all GEN graduates of the Core Certificate program to take the next step in their professional education and enroll now.

None of this is possible without the excellent work of the dedicated faculty and students! So thanks to everyone who participated in the Q2 Advanced Certificate courses and to those who will join the program in Q3. (Please note that these three courses will not be offered in Q4 of 2025.)

Read on for details about the courses and the faculty members.

GEN 502: Evolving Family Enterprise Governance: Right-Fitting Governance Across Generations

Course Concepts

  • The nature of family enterprise governance, its core concepts, and its functions
  • Unique challenges and opportunities encountered by professionals developing family governance in family enterprises
  • Practical tools needed to build family governance through actual case studies
  • The skills needed to assist families in designing and implementing a family governance system throughout several life cycle stages
Jennifer East headshot

Jennifer East

FFI Fellow
ONIDA Family Advisors, Inc.
Floriana, Malta
Dennis Jaffe headshot

Dennis Jaffe

FFI Fellow
BanyanGlobal Family Business Advisors
San Francisco, CA, USA
Steve Legler headshot

Steve Legler

FFI Fellow
TSI Heritage
Montreal, Canada
Heinz-Peter Elstrodt headshot

Heinz-Peter Elstrodt

ACFWA
London Business School
London, UK
GEN 503: Tools for Positive Change in Family Enterprise Systems: Analysis and Application

Course Concepts

  • An overview of family enterprise tools, frameworks, and techniques for analyzing family enterprise cases, achieving positive change and, ultimately, dealing with the complex issues that consultants face when assisting family enterprises.
  • The seminar will present a sample of tools that serve different purposes, such as a) analyzing the needs and challenges facing the family enterprise system; b) the development of key governance elements, including a values and mission statement, family communication policy, family member employment policy; and c) helping to facilitate different interventions, including the eruption of conflict.
  • Through the seminar, students will gain insight into the skills required for family enterprise professionals to adequately apply and eventually achieve positive change for their clients.
  • A unique feature of this seminar is the “hands on” approach, devoting an important part of the course to group dynamics, shared analysis, and role-playing exercises in a safe learning environment.
  • One of the main goals is learning how a careful application of appropriate tools assists in the development of valuable collaborative progress among family enterprise participants.

Half-day virtual seminars are on September 3 and 4 from 8:00 a.m. to 12:00 p.m. Eastern Time.

Neus Feliu headshot

Neus Feliu

FFI Fellow
Lansberg Gersick Advisors
Barcelona, Spain
Andrew Hier headshot

Andrew Hier

FFI Fellow
Cambridge Family Enterprise Group
Cambridge, MA, USA
GEN 504: Philanthropy, Investing, and the Enterprise: Advising Families in Pursuit of Impact

Course Concepts

  • Understanding how today’s wealthy individuals, families, and their family offices express values and work towards social and environmental impacts through philanthropic giving, operating businesses, and investments (including impact investing).
  • Identifying practical approaches, both relevant and rigorous, to position philanthropy at the heart of conversations on values, succession planning, and preparing the next generation.
  • Presenting practical approaches to help your clients shape their philanthropy as a family and develop tools to engage the rising generation.
  • Understanding how leading business families incorporate environmental, social and governance goals in their operating businesses.
  • Understanding the spectrum of sustainable investment opportunities and how clients can get started—from impact and thematic investing to responsible investment in the public and private markets.

Half-day virtual seminars are on September 17 and 18 from 8:00 a.m. to 12:00 p.m. Eastern Time.

James Coutre headshot

James Coutre

FFI Fellow
Pathstone
Boston, MA, USA
Alexander Hayward headshot

Alexander Hayward

FFI Fellow
London Business School
London, UK
Maya Prabhu headshot

Maya Prabhu

FFI Fellow
J.P. Morgan Private Bank
London, UK
Enroll in the Advanced Certificate Program
Please note that registration includes two courses and complimentary registration to the October 29-31, 2025, Global Conference in Boston. Both courses and attendance at the Boston conference are required.
Register for the 2025 Global Conference at the Spring Rate
FFI Global Conference Boston 2025: Where Legacies Meet Innovations
June 21 is the deadline to register for the 2025 Global Conference at the discounted Spring Rate.
Previous Edition
FFI on Friday: May 23, 2025 cover
Today we continue our 2025 series featuring FFI organizational members. These issues highlight the contributions of distinguished associations, educational institutions, and professional organizations from across the globe.

In this edition, we feature five more exceptional organizations that are increasing the global footprint of the field and sharing their invaluable knowledge with the FFI community. Discover how these members are shaping the future of the field and enriching the wider FFI network. Stay connected as we spotlight more organizational members in upcoming issues!

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