The New England Chapter (NEC) of the Family Firm Institute was formed in 1994 by a group of professionals who wanted to network, share experiences and explore critical issues in the family business field. The result is a forum to learn from each other, to provide educational opportunities on a local level and get to know other family business advisors in the New England region. The NEC now boasts the largest membership of any chapter in FFI. Its members represent all consultant and advisory groups who work with family businesses. The local meetings, held on a quarterly basis, are well attended. Members are involved in the FFI organization both at the local and national levels, giving the NEC a diverse and vigorous organization. The FFI/NEC PartnershipWhy Join? Join the Family Firm Institute and the New England Chapter to develop your professional skills, and to learn from and collaborate with experienced family business and family wealth professionals. Through its meetings, study groups and other activities, the FFI/NEC has created a lively forum for members to exchange ideas and knowledge and to explore the issues and concerns that face family-owned businesses. The FFI/New England Chapter has created a lively forum for members to exchange ideas and knowledge and to explore the issues and concerns that face family-owned businesses. This unique group provides its members the opportunity to:
Meet and interact with peers in related fields and learn first-hand how family business educators and professionals successfully work together, such as: - Benefit from outstanding NEC programs addressing key family business issues,
- Participate in study groups using a inter-disciplinary approach to case studies, and
- Attend networking receptions to develop referral sources.
- Connect with colleagues as resources for your own work.
Utilize the resources of the Family Firm Institute, including: - FFI Annual Conference: held every year in October - 2008 in London, 2009 in New York,
- FFI Update, the monthly e-newsletter;
- FFI Practitioner, an on-line journal devoted to practice issues;
- Family Business Review; the premier scholarly journal for family business advisors, educators and researchers;
- FFI Yellow Pages, and directory of 1500 members worldwide;
- The Certificate Programs in Family Business Advising and Family Wealth Advising.
- FFI sponsored workshops held throughout the year
FFI/NEC Member benefitsNetworking and Collaboration — membership provides interaction with the foremost professionals in the field of family business advising. Experience the benefits of working collaboratively to more effectively serve the family businesses and family wealth fields. Gain new insights into the multi-faceted dynamics of advising business-owning families. Professional Development — meetings feature cutting-edge speakers and topics addressing current issues in succession, estate and financial planning, psychological dynamics, entrepreneurship and law as they relate to family enterprises. Quarterly meetings, study groups and networking receptions work together to optimize your work with family businesses. Who are the Members?FFI/NEC chapter members are lawyers, accountants, management consultants, mental health professionals, private wealth managers, family business advisors, insurance professionals, bankers, educators and other specialists. They represent the entire spectrum of professions who consult to and advise family businesses The Family Firm Institute (FFI) is an international professional membership organization dedicated to providing interdisciplinary education and networking opportunities for family business and family wealth advisors, consultants, educators and researchers and to increasing public awareness about trends and developments in the family business and family wealth fields. We invite you to learn more about the premier organization in New England focused on critical issues for professionals and educators working with family enterprises. Get Engaged
FFI is a global, diverse organization of highly seasoned professionals. Through its ongoing educational activities, the certificate programs and annual conference, FFI offers its members deep and rewarding opportunities to connect with, learn from and collaborate with professionals locally, regionally and nationally. 2010 Programs 2009 Programs Previous ProgramsDate | Topic | Presenter | Sponsor / Host | | 2008 December | Wealth and the Family: Asking Essential Questions | Charles Collier, Harvard University | Choate Investment Advisors LLC & Management Planning Inc. | | 2008 September | Best Practices in Recruiting in a Family-Owned Business | Bruce Walton, Conley & Co. & Harvey Wigder, Fulcrum Resource Group | Vitale, Caturano & Company, Ltd. | | 2008 June | Networking Event with Boston Estate Planners Council | | | | 2008 May | Massachusetts Family Business of the Year Award |
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| | 2008 March | Women in the Family Business | Patricia M. Annino, Esq., Lobel, Glovsky & Tye | US Trust | 2007 November | Are Your Family Business Clients at Risk? The Benefits of Restrictive Covenants | Andrew Botti, Esq., Donovan Hatem LLP | The 2008 Massachusetts Family Business Awards Committee and the Law Firm of Donovan Hatem LLP | 2007 September | Genograms- A Major Mapping Tool for Family Business assessment for Understanding the Family Business System | David M. Paradise, Family Business Resource Center
Jane Hilburt-Davis, Key Resources | BNY Mellon | 2007 March | The Evolution of the Family Business Consultant | Glenn Ayres, Doud Hausner & Associates
Mark Voeller, Dialogue Solutions, Inc. | US Trust | 2006 November | Toward a Common Conceptual Language of Values: A state-of-the-art values theory and its utility for family business development | Karen Frykholm, Family Firm Consulting | Goulston & Storrs | 2006 September | Linking Financial Capacity to Family Values | Paul G. Schervish, Boston College
Albert Keith Whitaker, Boston College & Calibre Advisory Services | The Boston Foundation | 2006 March | Strategic Alternative Issues While Easing Family Succession | Richard Dana, Richard Dana Associates
Marguerite Piret, Newbury Piret & Co. | Deloitte & Touche | 2005 December | Who’s Minding the Store? Exercising Authority in Family Businesses Owned in Trust | Richard Narva, The Roseview Group
Steve Kirkpatrick, US Trust | US Trust | 2005 September | Philanthropy and Values: Exploring, Transmitting and Transferring | Joanie Bronfman, Wealth Consultant | PNC Advisors | 2005 May | Tailoring Family Business Advising to Fit the Client: Focus on Ethnicity | Deborah Menashi, Boston University | Bingham McCutchen | 2005 February | Stress Management: Good for you and your clients | Jane Hilburt-Davis, Key Resources | Commonwealth Financial Group | 2004 December | Gender Issues Impacting Family Businesses | Nancy Miriam Hawley & Jeff McIntyre, Enlignment, Inc. |
| 2004 September | A Private Conversation with Mr. Edward “Ned” C. Johnson III | Ned Johnson, Fidelity Investments | | 2004 June | Corporate Governance – Who’s at the Helm? Taking the Board of Directors to the Next Level | Tom Sherwin
Les Charm, Babson College
Richard Narva, Genus Resources |
| 2004 February | Revolutionary Idea #1: Behaviorial Science A New Look at old problems in family business systems | Stephen Weiner, New England Psychiatric Group | Mellon Private Wealth Management | 2003 December | Capital and Liquidity Opportunities for Family Businesses | James Murphy, de Visscher & Co.
William McKinley, Lineage Capital
Marguerite Piret, Newbury Piret & Co.
Robert Rubino, Fleet Capital | Hale and Dorr | 2003 May | Letting Go: A case study in family business succession planning, Act II | Paul Karofsky, Northeastern University for Family Business
Judy Leavitt, Transition Consulting Group | State Street Global Advisors |
To contact the Membership Committee and learn more about the next meeting, click here. To access the membership application, click here (By joining FFI now you will automatically be signed up for the New England Chapter for your first year of membership.) FFI/NEW ENGLAND CHAPTER, Officers and Committees: Doug Baumoel, president
doug@continuityfbc.com Carrie Seligman, vice president
carrie.seligman@ustrust.com Mike Cecere, treasurer
mcecere@gggcpas.com Debbie Bing, secretary/clerk
dbing@cfar.com Executive Committee - Michael Connolly, Murtha Cullina
- Daisy Medici, GenSpring Family Offices (past president, per by-laws)
- Rob Nason, Babson’s STEP Project for Family Enterprising
- David Paradise, Family Business Resource Center
- Edward Sullivan, Wilmington Trust
- Keith Whitaker, Calibre, a division of Wachovia Wealth Management
- Harvey Wigder, Fulcrum Resource Group
Program Committee - Daisy Medici, GenSpring Family Offices
- David Paradise, Family Business Resource Center For information on FFI, please contact:The Family Firm Institute, Inc.
Judy Green, Ph.D., Executive Director
200 Lincoln Street, #201
Boston, MA 02111
Tel: 617 482-3045
Fax: 617 482-3049
Email: ffi@ffi.org
Web: www.ffi.org |
