FFI On Friday | December 21, 2018

Prepared Exclusively for FFI Members

Congratulations to the Q4 GEN Graduates

In this issue, we highlight the Q4 GEN graduates, including a new FFI Fellow and those receiving Family Business Advising (CFBA), Family Wealth Advising (CFWA), and Advanced Certificates (ACFBA).

In 2018 nearly 100 certificates were granted in the following categories, 55 CFBA, 17 CFWA, 21 ACFBA and 17 ACFWA. Since the GEN program began in 2012, certificates have been awarded to more than 500 individuals.

All these graduates 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.

Certificate in Family Business Advising (CFBA)

Rafael Alberca
Wealth Solutions
Madrid, Spain

Felipe Thomaz de Aquino
EY Brazil, São Paulo Office
São Paulo, Brazil

James Heathcote
EY United Kingdom
Leeds, England

Fiona Hinrichsen
Ernst & Young
Melbourne, Australia

Aud-Marit Naess
Ernst & Young AS
Bergen, Norway

Lucie Říhová
Ernst & Young, s.r.o.
Nové Město, Czech Republic

Certificate in Family Wealth Advising (CFWA)

Lucy Comacchio
Rawlinson & Hunter
Cayman Islands

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

Calvin Chan

Riley Mengarelli
Northwest Farm Credit Services
Yakima, WA USA

Siew Chi Thin
Deloitte & Touche, Singapore LLP
Kuala Lumpur, Malaysia

Advanced Certificate in Family Business Advising (ACFBA) and New Fellow

Brett Coffman
ACFBA and FFI Fellow
BB&T Wealth
Charlotte, NC USA

Michelle Hartman
Deloitte Private
Sydney, Australia

Emma Rudge
Michelmores LLP
Bristol, England

Thanks to the GEN Q4 Faculty

GEN 102: Self in Systems

Ian Macnaughton, FFI Fellow; Helena von der Esch, CFBA

GEN 201: Family Enterprise Advising and Consulting

Carmen Bianchi, FFI Fellow; Daphne McGuffin, FFI Fellow

GEN 202: Families of Wealth

Richard Boyce, CFBA, CFWA

GEN 501: Myths, Realities and Trends in the Field of Family Enterprise

Anthony Devine, CFBA, CFWA; Natalie McVeigh, ACFBA, ACFWA

GEN 502: Family Governance in the Family Enterprise

Jennifer East, FFI Fellow

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? Enroll in Q1 beginning January 1!

Overseeing the GEN program is gretchen@ffi.org who can be reached for more details.

Get Listed in the Consultants & Speakers Directory

As a member of FFI, you have the unique opportunity to be listed on the newly redesigned FFI.org. The FFI Consultants & Speakers Directory is the global resource for connecting educational and professional organizations, members of the media, as well as family office and family business members with commentators, meeting and seminar speakers, professional advisors and experts in the family enterprise field. Take advantage of the opportunity to be found quickly and easily with a profile in the FFI Consultants & Speakers Directory.

We are now seeking proposals for the 2019 FFI Global Conference in Miami October 23rd to 25th. Deadline for submissions is January 15, 2019 at midnight Eastern.