Happy New Year and Congratulations to the Recent Graduates of the FFI Certificate in Family Business (CFBA)

globe with a graduation cap sitting atop an open book

Prepared Exclusively for FFI Members

January 03, 2025

T

hese graduates, from around the world, have successfully completed a challenging program, engaging in collaborative learning alongside their peers and expert faculty. Their achievements are commendable, and we celebrate their success.

Next week, we will also recognize the GEN CFWA and Dual Certificate graduates from Q4.

Certificate in Family Business Advising (CFBA)

Basma Alzamil

Lansberg Gersick Advisors
Khobar, Saudi Arabia

Alec Broadhurst*

Charis Grants
Peterborough, England, UK

Maxwell Chilkov

Fran Lotery Consulting
Los Angeles, CA, USA

Khalid Dajani

Kroll Middle East
Dubai, UAE

Juliana Koh

Center for Sustainable Finance and Private Wealth
Singapore

Sofia Larrea

KFC Group Ecuador
Quito, Ecuador

Oriol López Villena

The Proactivist
Barcelona, CT, Spain

Emma Swainston

Pinion
Indianapolis, IN, USA

Kristen Toppin

University of Northern Iowa
Cedar Falls, IA, USA

James Wong

RBC Wealth Management
Toronto, ON, USA

*Also completed ACFBA in 2024.

Thanks to the Q4 CFBA Faculty

GEN 102: Systems Thinking for the Family Enterprise Advisor
Helena von der Esch

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

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

Previous Edition

As we close out the year at FFI, we want to highlight three directories available to members and interested parties. These resources are part of FFI’s ongoing commitment to advancing the field of multi-generational advising. All directories can be accessed at FFI Directories.