FFI On Monday featured image of globe on keyboard
FFI On Monday yellow and navy logo
a limited series for extending virtual connections and learning
FFI On Monday yellow and navy logo
a limited series for extending virtual connections and learning
Welcome to FFI on Monday

The FFI on Monday Summer Series is open to all and offered at no charge. Each Monday beginning July 12 through August 30 we will feature guest presenters addressing a wide range of topics in the field of family enterprise.

Please register for one or more of them today!

July 26
10AM-11AM Eastern
Aligning Values and Culture Amid Generational Change
Debbie Bing: FFI Chair and CFAR President
Todd Smith: CFAR Principal
Description
Culture, and all that it invokes—assumptions, identity, behaviors—is particularly central in family enterprises. History, values, and beliefs are essential components of that culture—defining what we have come to see as the specialness of family businesses, begun at their founding and guiding behaviors and choices in succeeding generations like an invisible hand. Indeed, more often than not, family businesses that last are molded by values shared and tested week after week, decade after decade, providing guideposts for navigating unfamiliar territory even as businesses and families evolve.

But what happens when that sharing of culture and values across generations is less clear, if not fraught? Today’s business world is flooded with ideas about generational change and its impact on organizational. Boomers versus Millennials, Millennials versus Gen-Z, and Gen-X left to again ponder why they’ve been overlooked.
In this session, we will explore the unique ways in which generational change impacts family enterprises and present ideas and frameworks for meaningfully addressing that change, with a clear link to family and purpose.

August 2
10AM-11AM Eastern
Leveraging Technology to Drive Efficient and Informed Decision-making with Your Family Business Clients
Arnaud de Coninck: Global Partnership Program at Trusted Family

Arnaud will also be presenting at the London conference in October 2021.

Description
Trusted Family is a leading governance platform for family, shareholders, boards, and directors. Join this webinar and learn how technology can help you to deliver professional services to your clients by combining a secure set of tools that will help to manage meetings, workflows, sensitive information and real time collaboration between family members, shareholders, board members, and close advisors.
August 9
10AM-11AM Eastern
Do Family Offices Really Care about Building Family Capital?
Scott Peppet: President of the Chai Trust Company 
Jim Coutre: Fidelity Family Office Services and FFI GEN Faculty Member
Description
Building a family’s non-financial capital is critical to the family’s success and fulfillment today and through the generations. So why are so many family offices unable to resist the gravitational pull towards a financial-capital-only model? Join us to explore the needs, challenges and opportunities facing single family offices that are drawn to support the family’s health and fulfillment.  Hear dual passport holder Scott Peppet’s reflections on this own journey (as a family office executive and family member) to shape a family office capable of helping his family thrive.
August 16
10AM-11AM Eastern
Creating Positive Impact: Philanthropy, Investing and the Family Enterprise
Maya Prabhu: JP Morgan and FFI GEN Faculty Member
Jim Coutre: Fidelity Family Office Services and FFI GEN Faculty Member
Description
This presentation will explore the challenges and opportunities of wealth in the 2020s and how today’s wealthy individuals, families, and their family offices are choosing to express their values and work towards social and environmental impacts through their philanthropic giving, their operating businesses, and their investments (including impact investing). It will highlight practical approaches to position a family’s values, vision and purpose at the heart of their strategy for succession planning and engaging the next generation, philanthropy, incorporating sustainability goals in the ownership and management of their family business and in their investment portfolios.
August 23
10AM-11AM Eastern
The NextGen as Catalyzers of Change
Lisa Morel: The Family Business Consulting Group and FFI Board member
Description
In this discussion we will explore how the current nextgen in the family enterprises often acts as a catalyst for changes within the system. Through thought provoking questions and through these lenses, we will explore how, as facilitators, we can leverage these dynamics towards constructive and transformational uses.
August 30
10AM-11AM Eastern
Family Firm Resilience
Carlo Salvato: Bocconi University, FFI GEN Faculty Chair and Vice Chair of the FFI Board of Directors
Description
Join Carlo Salvato to discuss the results of two research projects (a survey study and a comparative qualitative case study) on 12 large EU families.