his week we are proud, pleased, and enthusiastic about featuring the eight faculty members who serve in the Advanced Certificate program. They teach the following courses:
GEN 502: Family Governance in the Family Enterprise: A key structural element in family enterprise governance
Gen 503: Tools for Positive Change in Family Business Systems: Analysis and application
GEN 504: Meaning and Purpose: Philanthropy and the Family Enterprise
Here they are with some of their thoughts on why they participate in this important FFI educational initiative.
GEN 504
James Coutre is vice president of Insights and Connections at Fidelity Family Office Services in Boston. Prior to joining Fidelity, he was a partner at The Philanthropic Initiative (TPI).
GEN 502
FFI Fellow Jennifer East is the founder of ONIDA Family Advisors, Inc., an international coaching and consulting firm headquartered in Miami, Florida. She specializes in working with family businesses and financial families.
GEN 503
FFI Fellow Neus Feliu is a consultant, researcher, and educator in the area of family enterprises. Based in Barcelona, Spain, she is a partner at Lansberg, Gersick & Associates LLC, a global professional advisory firm.
GEN 503
FFI Fellow and recipient of the 2020 Interdisciplinary Achievement Award, Andrew Hier is a senior partner with Cambridge Advisors to Family Enterprise where he assists clients across generations with ownership, business, and family issues.
GEN 502
FFI Fellow Dennis Jaffe is a professor emeritus of organizational systems and psychology at Saybrook University and a family business advisor. A recipient of the FFI Richard Beckhard Practice Award, Dennis has published widely in the field.
GEN 502
Steve Legler is a Family Legacy Advisor based in Montreal, Canada. He works with families on their intergenerational wealth transitions and acts as a facilitator, coach, and mediator, as needed.
Our field is still relatively young, and the GEN program is the best way for us all to share the knowledge and advance the field for everyone. I’m grateful to be able to be a part of it.
GEN 504
FFI Fellow Maya Prabhu is Managing Director and Head of Wealth Advisory for J.P. Morgan Private Bank. She is a member of the FFI board of directors and the 2086 Society.
GEN 502
FFI Fellow Kirby Rosplock is founder and principal of Tamarind Partners, Inc., and a recognized researcher, innovator, advisor, author, and speaker in the field. A widely published author, she is a recipient of the Richard Beckhard Practice Award.
Tuesday, October 27, virtual A or B, which incorporates GEN 504 and includes presentations by James Coutre, Steve Legler, and Maya Prabhu
Wednesday, October 28, virtual A or B with a segment hosted by Jennifer East and a presentation by Dennis Jaffe
It’s never been more convenient to attend the premier event in the field of family enterprise.
8
view details and register
19
view details and register – you don’t have to be in Chicago!
1
view details
15
1. The Future of Work and Its Implications for Practice with Multi-generational Family Enterprises
learn more and submit
2. The Role of the Advisor in Fostering Family Enterprise Governance Durability
learn more and submit
1
Space is limited, so don’t delay.
view details