oin us for the 1st Virtual FFI Global Conference! This three-day event brings together speakers from around the world to share latest research and perspectives on the issues facing families in business and families of wealth.
It’s never been more convenient to attend the premier event in the field of family enterprise.
GEN 503: Tools for Positive Change in Family Business Systems: Analysis and application
Presenters: Neus Feliu, Lansberg, Gersick & Associates LLC, FFI GEN faculty and Andrew Hier, Cambridge Advisors to Family Enterprise, FFI GEN faculty
This course is open to all and will count as credit for those pursuing an Advanced Certificate in Family Business Advising from The Family Firm Institute.
A Vision for the Future: New Family Enterprise Models
Presenter: Patricia M. Angus, Esq., Angus Advisory Group LLC, and Columbia University Graduate School of Business
Bowen–From Theory to Practice
Presenters: Steve Legler, TSI Heritage; Mariana Martinez, Wells Fargo Private Bank
Developing a Clear Vision for Growing Your Multi-Family Office
Presenters: Michael Delgass, Wealthspire Advisors; Owen Ryan, Geller Advisors; Mark Rubin, Geller Advisors
Helping Family Businesses: The family capital approach
Presenter: Gibb Dyer, Marriott School of Business, Brigham Young University
Family Philanthropy: The secret ingredients to making it rewarding and impactful
Presenters: Jim Coutre, Fidelity Family Office, FFI GEN faculty and Maya Prabhu, J.P. Morgan Private Bank, FFI GEN faculty
Understanding the Complexities of Mental Incapacity When Advising Family Business Owners
Presenters: Patricia Annino, Rimon Law; James Grubman, Family Wealth Consulting; Linda Bourn, Crystal, Alliant Private Client
Upgrading Your Lenses: Did the prescription change while you weren’t looking?
Presenters: Nancy Drozdow and Caleb White, CFAR Inc.
X-Ray Vision: Making culture visible (and an asset) in a family enterprise
Presenter: Todd Smith, CFAR, Inc.
Developing an Expanded View of Family Enterprise Sustainability: Incorporating social and environmental objectives alongside generational goals
Presenters: Fredda Herz-Brown, Relative Solutions; Erika Karp, Cornerstone Capital Inc.; Rebecca Meyer, Relative Solutions
The Blind Spot Preventing Wealth Preservation: Infrastructure
Presenters: Stephen Magowan, Sunrise Management Services, LLC; Natasha Pearl, Aston Pearl
Values-Based Investing: How to incorporate your values into your investment strategy
Presenters: Jim Coutre, Fidelity Family Office, FFI GEN faculty; Maya Prabhu, J.P. Morgan Private Bank, FFI GEN faculty; special guest Jay Lipman, Co-founder and President, Ethic Investing
Zooming in on Opportunity: Seeing the formula for next generation engagement in family offices and wealth enterprises
Presenters: James Cornell, Fiduciary Wealth Partners; Katelyn Husereau, CFAR, Inc.
20/20 Vision in Family Philanthropy
Presenters: James Chen, Clearly and The Chen Yet-Sen Family Foundation; Denise Kenyon-Rouvinez, Gen10 SA; Walter Sweet, Rockefeller Philanthropy Advisors
Disappointment and the Fear of Hope: From Theory to Research
Presenters: Ross Ellenhorn, Ellenhorn, LLC
Learning From One’s Mistakes: Better is possible
Presenter: Kathy Wiseman, Navigating Systems
Overcoming Psychological Bias with Family Business Governance
Presenter: Randel Carlock, INSEAD
The Power of Family Ownership
Presenters: Josh Baron and Rob Lachenauer, BanyanGlobal Family Business Advisors
Unraveling the Hidden Threads of Family Conflict
Presenters: Jane Beddall, Dovetail Resolutions, LLC; Richard Lutringer, Lutringer Mediation Associates; Jack Wofford, John G. Wofford, Esq.
Ethical Dilemmas of Family Business Members and Their Advisors
Presenters: Rania Labaki, EDHEC Business School; Christopher Robichaud, Harvard Kennedy School of Government; Wendy Ulaszek, Lansberg Gersick and Associates
Family Learning: Why and how
Presenters: Amy Hart Clyne and Genine Iffla, Pitcairn
Financial Independence From the Family Enterprise: A critical factor for effective ownership and management succession
Presenter: Randy Waesche, Resource Management, LLC
From Family in Business to Business Family: The blind spot of family identity
Presenters: Maria Jose Parada, ESADE Business School; Marta Widz, IMD Business School
Promoting Resilience in the Age of Entitlement
Presenter: Diana Clark, O’Connor Professional Group
The Next Generation as “Agents of Change”: How can they earn their license to operate?
Presenters: Francesca Ambrosini, PwC; Peter Englisch, PwC
What really works? Tapping the Wisdom of 100-Year Global Family Enterprises
Presenter: Dennis Jaffe, Wise Counsel Research
