FFI Fellows Presenting at the 2025 Global Conference

Prepared Exclusively for FFI Members

May 02, 2025

I

n this issue of FFI on Friday we are pleased to highlight the FFI Fellows who will be presenting at the 2025 Global Conference, “Where Legacies Meet Innovations.” The conference will be held at the Marriott Long Wharf from October 29 to 31. Suffolk University Law School is joining us as the 2025 Academic Host.

The program has been designed by the 2025 Conference Program Committee, co-chaired by FFI Fellow Dennis Jaffe and Karen Dillon from BanyanGlobal Family Business Advisors.

Please join this global community of thought leaders to learn, reflect, and engage as together we explore the intersection of legacies with innovations in an iconic Boston setting.

View Complete Program and Register

Presenters and program subject to change.

Thursday, October 30

FFI Fellows Presenting This Year

Massimo Baù, Jönköping University
- Intentional Investing: Aligning Family Investment Practices with Family Values and Objectives
Doug Baumoel, Continuity, LLC
- Growing Up in Enterprising Families: Reconciling Dichotomies
Rocki-Lee DeWitt, University of Vermont
- Are We Building an Iron Cage? The Role of Advisors and Scholars in Legacy Making
Mary Duke, Independent Advisor to Families
- Legacy Meets Curiosity: The Art of Asking Great Questions
Jennifer East, ONIDA Family Advisors
- A New Playbook for Advisors: Rising Gen, Rising Challenges
Holly Isdale, LGA
- Legacy Meets Curiosity: The Art of Asking Great Questions
Dennis Jaffe, BanyanGlobal
- When Cultures Collide: Cross-Cultural Trends in Global Family Enterprise
Ivan Lansberg, LGA
- How to Build an Enduring Enterprise: Ideas for Advisors
Laurent Roux, Gallatin Wealth Management
- When Cultures Collide: Cross-Cultural Trends in Global Family Enterprise

Massimo Baù

Jönköping University

Doug Baumoel

Continuity, LLC

Rocki-Lee DeWitt

University of Vermont

Mary Duke

Independent Advisor to Families

Jennifer East

ONIDA Family Advisors

Holly Isdale

LGA

Dennis Jaffe

BanyanGlobal

Ivan Lansberg

LGA

Laurent Roux

Gallatin Wealth Management

Friday, October 31

FFI Fellows Presenting This Year

Francesca Ambrosini, PwC
- The Dual Imperative: Balancing Legacy and Innovation in Family Office Investments
Debbie Bing, CFAR
- Thinking Inside the Box: How Family Enterprises Use Constraints to Drive Innovation
Randel Carlock, INSEAD
- The Enterprising Family: Creating a Family that Lasts Forever in a Turbulent New World
David Karofsky, FBCG
- Harnessing Intergenerational Perspectives on Work and Wealth to Build Future-Forward Legacies
Peter Jaskiewicz, University of Ottawa
- How Shareholder Agreements Unlock Shareholder Value in Family Enterprise
Jean Meeks-Koch, Positively People
- Africa: Where Tribalism, Faith, Caste, and Innovation Conjoin
Guillermo Salazar, Exaudi Family Business Consulting
- The Hero’s Journey: Transforming Legacy Through Storytelling and Systems Thinking

Francesca Ambrosini

PwC

Debbie Bing

CFAR

Randel Carlock

INSEAD

David Karofsky

FBCG

Peter Jaskiewicz

University of Ottawa

Jean Meeks-Koch

Positively People

Guillermo Salazar

Exaudi Family Business Consulting

Join these FFI Fellows and more than forty other presenters as they provide more than thirty breakout sessions over two days. Together with the attendees, they will discuss insights, theories, models, inspiration, and much more at the 2025 conference.

Read the March 28 issue of FFI on Friday to see presenters who are new to the conference this year.

Please note that the pre-conference sessions, plenary keynotes, and social events will be announced later this year.

MANY THANKS TO THE 2025 FFI CONFERENCE PROGRAM COMMITTEE

Dennis Jaffe (co-chair), BanyanGlobal Family Business Advisors
Karen Dillon (co-chair), BanyanGlobal Family Business Advisors
Francesca Ambrosini, PwC
Patricia Annino, Rimôn Law
Doutzen Groothof, Nomadic School of Business
Anouk Lavoie, IMD Global Family Business Center
Timothy McGuire, Pentacle AS
Dennis Oteng, Venture Raven

Previous Edition

Today we continue our 2025 series featuring FFI organizational members. These issues highlight the contributions of distinguished associations, educational institutions, and professional organizations from across the globe.

In this edition, we feature five more exceptional organizations that are increasing the global footprint of the field and sharing their invaluable knowledge with the FFI community. Discover how these members are shaping the future of the field and enriching the wider FFI network. Stay connected as we spotlight more organizational members in upcoming issues!