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2017 Research and Education Symposium
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Research & Education Symposium


Preliminary Schedule

Saturday, October 28, 2017
7:30 AM Continental breakfast


8:30 AM Opening Welcome and Overview: Catherine Rossbach and Craig Aronoff


8:45-10:15 AM MASTER CLASSES (Concurrent sessions)
Evolution of the 100 Year Global Family Enterprise
Creating a 100-year family business is a goal and a dream, but only a handful of families actually survive into the 4th generation with both a strong family enterprise and a shared family identity. For the past four years, our research group interviewed key family members from close to 100 large, global (more than 20 countries) families reaching that milestone. This session is the first report on that project.
Dennis Jaffe, Wise Counsel Research; Charlotte Lamp, Port Blakely Companies; Isabelle Lescent-Giles, Hult Business School; Kirby Rosplock, Tamarind Partners
The Relevance of Qualitative Research for Process Advising
This session demonstrates the relevance of qualitative research for process advising to business families. A process advisor assists the family’s sense-making and actions. To fulfil the advising role, abilities similar to those of doing qualitative research are useful. Research findings are reported combined with illustrations from research and client cases.
Annika Hall, Family Business Advisor; Leif Melin, Jönköping University Center for Family Enterprise
and Ownership


10:30 AM Break


10:45–11:45 SNAP LEARNING (Concurrent sessions)
A Model for Identifying Family and Business History Influences across Generations: Recognizing the past and building the future
Business owning families create their own dramas, successes, and failures. This session presents a model for identifying patterns in family history as predictors for influences on the family business. The electrifying connection to the present is that recognizing the complexities of the past shapes seeking after desired futures.
Catherine Pratt, Pacific Lutheran University School of Business

Does R(amp)ing Up Governance in Family Firms Always Keep the Current Flowing?
The introduction of formalised governance guidance for non‐listed companies (IoD, 2010 and ecoDa, 2010) and academic literature that actively encourages governance in family firms (Bartholomesuz & Tanewski, 2006; Carney, 2005; McCahery & Vermeulen, 2010; Neubauer & Lank, 2016), is suggestive of a shift towards a culture where ‘more governance is better.’ Data we have collected suggests that the relationship is more complex; there is such a thing as too much governance!
Anthony Devine, Philip Shrives, Northumbria University

Research Impact on Practice
The field of family business has a history of collaboration between academic researchers and practitioners
serving family businesses. This session is designed to bring together both worlds in order to discuss how
recent research may aid practitioners as they serve their clients.
John Neff, Family Enterprise Consulting, LLC

The “Electrifying” Experience of Researching Family Business and Crisis Psycho-Socially
The “electrifying” experience of using a psycho-social approach to research family business and crisis in
my PhD research will be illustrated. Examples from the research material will be presented to suggest that
working with the emotions both of the researched subject/s and the researcher can contribute to originate
new knowledge.
Louisa Diana Brunner

NOON Lunch


12:45 PM
Symposium Keynote
Craig Aronoff, FFI past president and principal of The Family Business Consulting Group
Richard Beckhard Practice Award Recipient


2:00–3:30 IDEA LABS (Concurrent sessions)
Creating Legacies of Significance
Update your definitions of ‘estate planning’ and ‘legacy’ with this unique and innovative method of
combining disciplines and focusing on service using a mindful and purposeful approach. By establishing
new ways of preserving family legacy, future generations can better understand their history through
stories, intentions and shared experiences.
John Blattner, PAS International Inc; Michael Stuart, The Family Legacy Alliance


Frameworks for Family Firms and Foundations
Like family firms, family foundations need frameworks and models to operate smoothly and achieve impact.
Based on family business models and extensive research, this session introduces a family foundation
framework, shows how it’s been used, and lets you “build” a foundation framework in small groups using a
new tool.
Melissa Berman, Rockefeller Philanthropy Advisors
Power Surge: Enterprising Families and their High Impact Philanthropy
We will discuss a project focused on enterprising families and their high-level philanthropy. The stories from
these families are a window into the family history, dynamics and source of the energy underlying their
giving. Peter Karoff’s model of philanthropy serves as the springboard for this endeavor.
Patricia Annino, Rimon, P.C.; James Coutre, Fidelity Family Office Services; Gerard Donnellan,
Boston College/Big Leap

3:45–5:00 PM
Closing Session
Tributes to FBR editor Pramodita Sharma
Summary of the day: Rania Labaki
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Reasearch & Education Symposium
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2017 FFI Annual Conference
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Chicago Hilton
55 Fidelius Family Office
Altair Advisers LLC
Cambridge Family Enterprise Group
Chicago Family Business Council at DePaul University
Family Wealth Library
FFI Board of Directors
Handler Thayer, LLP
Loyola University Chicago — Family Business Center
McDermott Will & Emery LLP
Northern Trust
The Family Business Consulting Group, Inc.
The Family Business Fulcrum
US Trust Family Office
Wells Fargo Private Bank
Lansberg, Gersick & Associates
Best FBR Article
Relative Solutions
Best Doctoral Dissertation
Resource Management, LLC
Outstanding FBR Reviewer