FFI On Friday | June 22, 2018

Prepared Exclusively for FFI Members

Meet the 2018 Nominees for the FFI Board of Directors

The FFI board of directors provides strategic vision and oversight for the development of the organization.

Over the past months, suggestions for nominees have been solicited by the 2018 Nominating Committee, and interviews with potential candidates have been held. The Committee is pleased to announce the following nominees for four-year terms on the FFI board of directors. Voting will be conducted by electronic ballot, which will be sent to FFI members in mid-August. New board members will take office following the annual meeting held on October 26, 2018 at the annual global conference in London.

Meet the 2018 Nominees

Peter Englisch

Peter Englisch is a German tax adviser and accountant as well as US-CPA, based in Essen, Germany. He is the Global and EMEA Family Business Leader at PwC. He has served as partner at Ernst & Young for 25 years in various leadership roles before joining PWC in 2018. He was the inaugural Global Family Business Leader at Ernst & Young and founded the Global Centre of Excellence. Peter became the trusted adviser of many national and international family business clients and has specialized in the areas of succession, family offices, and family governance and is currently focusing on impact investing. Peter also founded the EY NextGen Academy (a unique global program for NextGen from family businesses) and published various FB surveys and publications in collaboration with academic partners like University of St. Gallen, amongst others.

Statement of Purpose

I would like to bring my international experience and focus to the FFI board. I am a strong believer in teamwork and knowledge sharing and would like to contribute to the overall FFI values and purpose. Currently I see an undeniable trend toward strategic philanthropy and impact investing, but a lot of uncertainty and lack of expertise and confidence at the same time. As FFI, we have the potential to play a leading role to close this gap, exchange best practices, and set new standards which could be implemented in our client work and GEN programs. As a board member I would like to drive this topic and contribute to the overall strategy at the same time. Becoming an FFI board member would be a big honor for me.

Dan Frosh

Dan Frosh, J.D., CFBA, CFWA, is principal at Frosh Family Business Consulting in Los Angeles, California and currently serves as the managing editor for FFI Practitioner. This past spring, Dan helped to teach a course on family business management to graduating seniors at San Diego State University with Carmen Bianchi. Before entering the family business consulting practice, he served as the director of programs and membership at FFI for five years. In this capacity, he oversaw the growth of the GEN Certificate Program and other strategic initiatives and worked closely with the board of directors and FFI staff to implement strategic initiatives on behalf of the organization. In 2016, he graduated cum laude from Suffolk Law School with a focus on estate planning and closely-held enterprises and received the prestigious Rehnquist Award for Excellence in Professional Responsibility.

Statement of Purpose

Through my experience on the FFI staff, I learned firsthand what an incredibly special organization it is and am honored to have been nominated to join its distinguished board of directors. If elected, I aim to bring a next-gen perspective to the group and will work to ensure that FFI continues to advance the field of family enterprise. In doing so, I will apply my knowledge of FFI’s educational programs, publications, and membership to help develop a sustainable strategic vision for the future of the organization and will strive to raise FFI’s public awareness around the world.

Natalie McVeigh

Natalie McVeigh, ACFBA, CFWA, is a family dynamics consultant at The Private Bank of Wells Fargo. She is certified in various personality and preference assessments that help her clients build their communication repertoire, as well as implement succession planning and other processes to strengthen their family platform. Natalie is a Certified Professional Coach and an Enhanced Skills Practitioner of Conversational Intelligence®(C-IQ) for coaches, leveraging the neuroscience of trust. She has published articles, presented to international audiences, and conducted trainings in the field of family enterprise advising. For FFI, she is a faculty member of GEN 501 and a founding member and co-chair of the NextGEN Virtual Study Group. She is also a seasoned university instructor and course designer and an active member of the International Coach Federation, Galliard Family Business Advisor Institute, the New England Association for Conflict Resolution, and the Purposeful Planning Institute.

Statement of Purpose

As an academic, consultant and researcher, I strive to make the invisible visible in all the practitioner ‘languages’ as well as accessible and actionable. FFI has been modeling and living out the mission of an integrated and interdisciplinary approach to working with family enterprises, which I continually strive to contribute to purposefully. My lens, experiences, and desire for peer to peer open collaboration will hopefully increase longstanding relationships and continue to heighten the international awareness around our organization’s unique commitments and contributions to the field of family enterprise.

Thank you…

To the FFI members who participated in this process and especially to the 2018 Nominating Committee for its selection of these candidates. Nominating committee members are Borja Raventos and Catherine Rossbach, co-chairs; Peter Brock, Mary Duke, James Murphy, and David Harvey, ex-officio.

Dates to remember

June 25

New York reception at U.S. Trust,

June 30

Last day to register at the Spring Special conference rates

July 1

Deadline for case study submissions for FECC

July 2

Q3 Enrollment for GEN courses opens

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