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2013 Pre-Conference Sessions
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FFI Global Conference 2013:
Educate | Connect | Inspire 

October 16-19 in San Diego, California
Hilton Mission Bay Resort & Spa


Pre-Conference Sessions

Wednesday, October 16, 2013

Pre-Conference sessions this year feature FFI GEN courses. These sessions require separate registration to attend. Click the Register button above to reserve your space. 

GEN 201: Family Enterprise Advising and Consulting: The action research model as applied to family enterprise

This course provides a foundation in and understanding of:

  • how to deploy a family business consulting model that has its foundations in action-research methodology
  • what it means to "be in the room” with clients through scenarios depicted by actors portraying four of the basic steps of the consulting process
  • the skills needed for working effectively with family enterprise client systems during the change process
  • how to use your own skills through interactive feedback sessions posed at the end of each scenario

Faculty: Cary Tutleman

GEN 202: Families of Wealth: A multidisciplinary approach

Participants in this course will:

  • gain a firm understanding of the nature and complexities of families of wealth
  • identify and explore management structures used by families of wealth
  • appreciate the unique challenges and opportunities encountered by professionals working with families of wealth
  • acquire a set of multidisciplinary tools needed to work with families of wealth

Faculty: Dennis Jaffe

GEN 502: Family Governance in the Family Enterprise: A key structural element in family enterprise governance

This course provides a foundation in and understanding of:

  • the nature of family enterprise governance, its core concepts and functions
  • unique challenges and opportunities encountered by professionals developing family governance in family enterprises
  • practical tools needed to build family governance
  • skills needed to assist families in designing and implementing a family 
  • governance system throughout several life cycle stages through case studies

Faculty: Peter Leach

GEN 503: The Professional’s Toolbox: The what, why, and how of assessments in family businesses

This course provides:

  • an overview of family business assessment tools
  • insights into what to look for, look out for and how to choose family business assessment tools
  • methods for identifying risks and benefits, challenges and opportunities for professionals using family business assessments
  • "hands on” exercises for using assessment tools and discussing them with family business clients

Faculty: Denise Kenyon-Rouvinez

GEN 504: Philanthropy: More than money

This course provides a foundation in and understanding of:

  • the historical evolution of philanthropy
  • trends and ways of giving
  • challenges and opportunities for professionals
  • skills professionals need to facilitate family discussions about values, legacy and philanthropy through case studies

Faculty: James Coutre, Maya Prabhu

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