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New England Chapter Breakfast
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New England Chapter Breakfast

4/10/2013
When: Wednesday, April 10
From 8:00 AM until 9:30 AM
Where: Murtha/Cullina
99 High Street
20th Floor
Boston, MA  02110
United States
Contact: New England Chapter of FFI


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Emotional Intelligence: Having the Ability to Manage Outcomes  

Effective communications lie at the heart of healthy relationships - personal, familial and professional.  Yet at times we find ourselves struggling to reach consensus or even get our point across.  This challenge has particular ramifications in family enterprises where business often intersects with personal relationships.  For example, how do you express your opposition to a company proposal with constructive criticism yet enough empathy to encourage a positive result?  Having a better understanding of our emotions allows for better self-expression, more effective communications, and an increased ability to manage outcomes.  Susan Dsurney and David Herritt will lead a compelling discussion about emotional intelligence, its ability to sharpen your communication skills both personally and professionally in order to increase your effectiveness as advisors to family enterprises.


About the Presenters:

Susan Dsurney, CFP® and Family Wealth Advisor, GenSpring Family Offices

Susan joined GenSpring Family Offices in 2002 as a Vice President and Family Wealth Advisor responsible for working closely with client families on a range of issues. Specific services within the GenSpring Wealth Management process include oversight of investment advisory and asset management services, tax and estate planning issues, philanthropic endeavors, family governance and education, managing special projects and coordinating the flow of information with outside professionals. She currently serves on various working committees within the organization focused on family governance, education and philanthropy.

Susan’s career has spanned twenty plus years in the financial services industry. Prior to joining GenSpring she was a Managing Executive for Northern Trust Bank in Palm Beach County, Florida. In this capacity she was responsible for oversight of operations, business development and establishing the company’s brand within the region. Susan also completed Chase Manhattan Bank’s Global Credit Development Program and served as a Commercial Real Estate Lender in New York City.

Susan is a graduate of Simmons College in Boston with a Bachelor of Science in Business. She is a registered Certified Financial Planner as well as a Certified Trust and Financial Advisor. Affiliations and memberships include the Planned Giving Council of The Max Planck Florida Foundation as well as the Donors Forum of South Florida, a regional association of grant makers throughout South Florida. 

David Herritt, JD and Family Wealth Advisor, GenSpring Family Offices

David joined GenSpring Family Offices in 2006 as a Family Wealth Advisor and is responsible for the introduction and implementation GenSpring's Wealth Management process.  His responsibilities include wealth transfer, financial and tax planning, family governance, next generation education and philanthropy.  In addition, David is part of Governance Team assisting families with examining shared values, crafting mission statements, drafting policies and creating appropriate structures.   

He speaks and writes regularly for professional and client groups on a myriad of topics including family governance, family dynamics, next generation education and planning for closely held businesses.  David is an active participant in GenSpring’s Closely Held Business Initiative, Next Generation Education and Governance Working Groups. He also serves on the Board of Directors for the University of New Haven Center for Family Business.

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