Diploma and Graduation Cap

Prepared Exclusively for FFI Members

Congratulations to the Q3 Global Education Network (GEN) Core Certificate Graduates

October 14, 2022
FFI on Friday; October 14, 2022 cover
T

oday, we recognize the accomplishment of the Q3 2022 Core Certificate GEN graduates. Next week’s issue of FFI on Friday will feature the Q3 Advanced Certificate graduates.

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.

Core Certificate Program Graduates

Claire Evans
Claire Evans
CFBA/CFWA
Deloitte
Birmingham, United Kingdom
Nathalie Fisette-Caza
Nathalie Fisette-Caza
CFBA/CFWA
RBC Family Office Services
Montréal, QC, Canada
Paule Gauthier
Paule Gauthier
CFBA/CFWA
RBC Family Wealth Management Services
Montréal, QC, Canada
Laura Geiger-Pancera
Laura Geiger-Pancera
CFWA
HSBC Private Bank
Zürich, Switzerland
Emily Hammon
Emily Hammon
Independent Advisor
CFBA/CFWA
Sydney, Australia
Amy Jaffe
Amy Jaffe
CFBA/CFWA
Independent Advisor
Johannesburg, South Africa
Linda Murphy-Patten
Linda Murphy-Patten
CFBA
University College Cork
Cork, Ireland
Elizabeth (Lisa) Nam
Elizabeth (Lisa) Nam
CFWA
JP Morgan Wealth Partners
San Francisco, CA
Lori Polachek
Lori Polachek
CFBA/CFWA
Weloga Holdings Company
Montréal, QC, Canada
Jan van Bueren
Jan van Bueren
CFWA
UBS Switzerland AG
Zürich, Switzerland
Lee Wong
Lee Wong
CFBA/CFWA
Lombard Odier
Singapore

Thanks to the Q3 GEN Core Certificate Faculty

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

GEN 201: The Action Research Model as Applied to Family Enterprise Advising
Natalie McVeigh

GEN 202: Advising the Family Wealth System: A Multidisciplinary Approach
Richard Boyce

GEN 501: Evidence-Based Advising: Using Research to Empower Family Enterprises
Francesco Barbera, Fabian Bernhard

Are you interested in joining the GEN Faculty?

For information about becoming a GEN faculty member in 2023 or beyond, please email Judy Green.

Q4 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?

Previous Edition
FFI on Friday; October 07, 2022 cover
In this week’s issue we are pleased to bring you an update from the FFI board chair, Debbie Bing, following the FFI board meeting last month.