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

Prepared Exclusively for FFI Members

October 13, 2023

T

oday, we recognize the accomplishment of Q3 2023 GEN graduates receiving dual certificates. These graduates received either the Dual Certificate in Family Business Advising and Family Wealth Advising (CFBA/CFWA), or the Dual Advanced Certificate in Family Business Advising and Advanced Certificate in Family Wealth Advising (ACFBA/ACFWA).

These individuals, coming from across the globe and across many 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 (CFBA/CFWA)

Jennifer Bradley
Fortifind Consulting
Cincinnati, OH, USA

Rocki-Lee DeWitt
Grossman School of Business at
University of Vermont
Burlington, VT, USA

David Krull
Krull Coaching
Prior Lake, MN, USA

Sonia TFIFHA
Société Générale Luxembourg
Luxembourg, Luxembourg

Richard Waugh
Waugh McDonald Wealth Management
Nairobi, Kenya

Advanced Certificate Program Graduates (ACFBA/ACFWA)

Paule Gauthier
RBC Family Office Services
Montréal, QC, Canada

Pauline Lemaire
Pictet
Geneva, Switzerland

Emily Neubert
Bernstein Private Wealth Management
Denver, CO, USA

Dennis Owusu Oteng
Ravens Consulting
Accra, Ghana

Thanks to the Q3 FFI GEN Faculty

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

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

GEN 202: Advising the Family Wealth System: A Multidisciplinary Approach
Vaughan Scott

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

GEN 502: Evolving Family Enterprise Governance: Right-Fitting Governance Across Generations
Heinz-Peter Elstrodt, Steve Legler

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

GEN 504: Philanthropy, Investing and the Enterprise: Advising Families in Pursuit of Impact
James Coutre, Maya Prabhu

Previous Edition

Today, we recognize the accomplishment of Q3 2023 GEN graduates receiving a Core Program Certificate in Family Business Advising (CFBA) or a Certificate Family Wealth Advising (CFWA), as well as graduates receiving an Advanced Certificate in Family Business Advising (ACFBA) or an Advanced Certificate in Family Wealth Advising (ACFWA). Next week’s issue of FFI on Friday will feature the Q3 Dual Certificate graduates.

These individuals, coming from across the globe and across many 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.