Congratulations to the Q3 CFWA and Dual Certificate Graduates

Prepared Exclusively for FFI Members

October 08, 2021

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his week, we recognize the Q3 2021 GEN graduates receiving the Certificate for Family Wealth Advising (CFWA) and graduates receiving Dual Certificates in Family Business Advising and Family Wealth Advising (CFBA/CFWA).

These individuals, coming from across the globe and across the disciplines, have accessed and completed programs of curated content 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 Wealth Advising (CFWA)

Beatriz Boza
Ernst & Young
Lima, Peru

Cheri Ann Chang Yamaguchi
First Republic Bank
Honolulu, HI

Fien Cuypers
WTS Global
Ghent, Belgium

Anastasia Deryagina
Credit Suisse AG
Zürich, Switzerland

Mairi Mickel
Mairi Mickel’s Business Families
Edinburgh, UK

Joanna Sun
Viridian Advisory
Melbourne, Australia

Lauri Union
Babson College
Babson Park, MA

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

Stacy Allred
First Republic Investment Management
Bellevue, WA

Mohamad Almasri
Abudawood Group
Jeddah, Saudi Arabia

Madelaine K S Cheng
HSBC Private Bank
Hong Kong

Leonardo Correa Rodriguez
Correa Daza y asociados
Bogotá, Colombia

Bonnie Gibbon
Family Enterprise Therapy
West Vancouver, BC, Canada

Sara Huron
Wide Margins, LLC
Cincinnati, OH

Thanks to the Q3 GEN Certificate Faculty

GEN 102: Systems Thinking for the Family Enterprise Advisor
Annika Hall, Pilar Unidad-Tolentino

GEN 201: The Action Research Model as Applied to Family Enterprise Advising
Daphne McGuffin, Mairi Mickel

GEN 202: Advising the Family Wealth System: A multidisciplinary approach
Alexander Hayward, Vaughan Scott

GEN 501: Evidence-Based Advising: Using research to empower family enterprises
Frank Barbera, Daphne McGuffin

GEN 502: Governance in the Family Enterprise
Dennis Jaffe, Kirby Rosplock

GEN 503: Tools for Positive Change in Family Enterprise Systems: Analysis and application
Neus Feliu, Andrew Hier

GEN 504: Philanthropy, Investing and the Enterprise: Advising families in pursuit of impact
Jim Coutre, Maya Prabhu

GEN 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

Remember!

Don’t forget to complete the FFI-IFB-UK survey on how family enterprise advisors and owners work together. Deadline to complete extended to October 15.

complete the survey

Be sure to register for 2021 FFI Global Conference!

Register for the Virtual and/or In-Person Conference

Previous Edition

This week, we recognize the Q3 2021 GEN graduates receiving the Certificate for Family Business Advising (CFBA).

These individuals, coming from across the globe and across the disciplines, have accessed and completed programs of curated content 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.