Prepared Exclusively for FFI Members
Congratulations to the Q3 GEN CFBA and CFWA Graduates
October 11, 2019

n this issue, we highlight the Q3 GEN graduates receiving Family Business Advising (CFBA) and Family Wealth Advising (CFWA) certificates. 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.

Next week we will feature the dual certificate recipients.

Certificate in Family Business Advising (CFBA)
I-Ning Cheong
Jaikrishna B
Amara Raja Group
Hyderabad City, India
Chiam Li Li
Christopher John C. Canonigo
Premier Family Business
Cebu City, Philippines
Roman Schnider
Alejandro Cerón
SP&E Consultants
Pinecrest, FL
Roman Schnider
Joy Chufan Chen
EY Private Client Services
Hong Kong
Aik-Ping Ng
Jay Feldman
RiverPoint Consulting Inc.
Toronto, Canada
Roman Schnider
Yang Shen
Roman Schnider
Rosseana Wong
IMC Pan Asia Alliance
Roman Schnider
Carey Wood
Ernst & Young Limited
Christchurch, New Zealand
Certificate in Family Wealth Advising (CFWA)
Will Becker
Karen Carlson
New York, NY
Olivier Rieu
James Coutre
Fidelity Family Office Services
Boston, MA
Dr. Mohar Yusof
Paul E. Deloughery
Magellan Law, PLC
Scottsdale, AZ
Dr. Mohar Yusof
Antonia Ferguson
AF Holdings, Ltd.
Nassau, Bahamas
Will Becker
Ronna J. Gyllenhaal
Philadelphia, PA
Olivier Rieu
Wendy R. Ulaszek
Lansberg, Gersick & Associates, LLC
Ellington, CT
Dr. Mohar Yusof
Shoney Yuan
Sino-American Family Office Foundation
Shanghai, China
Thanks to the GEN Q3 Faculty
GEN 102: Self in Systems
Ricardo Fainsilber, Annika Hall, Pilar Unidad-Tolentino

GEN 201: Family Enterprise Advising and Consulting
Daphne McGuffin, Mairi Mickel

GEN 202: Families of Wealth
Alex Hayward, Vaughan Scott

GEN 501: Myths, Realities, and Trends in the Field of Family Enterprise
Jeremy Cheng, Anthony Devine, Asher Noor

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? Q4 enrollment is now open.
Previous Edition
We are pleased to present an exclusive interview with the closing keynote speaker, Ismael Cala, at the annual global conference in Miami, October 23–25. If you missed the interview with opening speaker Kris Verburgh, MD, go here. We hope you enjoy this unique member benefit.
Dates to Remember
Midwest Chapter regional meeting | 5:00PM – 7:00PM
70 West Madison, Suite 230, Chicago
Program: Optimizing the Human Potential of M&A Transactions: Planning for the “unexpected people problems” for ultimate deal success

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NYC regional meeting | 4:30PM-7:00PM
Host: J.P. Morgan, 390 Madison Avenue, New York City
Program: Master Class with Justin Blake, Edelman, “Implications on Trust for Family Businesses”

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GEN Alumni Webinar Series
What’s in a Name: Mediation, Facilitation, or Consultation? (By invitation only)
Presenter: John Wofford, Esq.
Building Family Business Boards for the Long Term
STEP Business Families Special Interest Group in London
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