O C T O B E R 2 5 – 2 8 , 2 0 1 7HILTON CHICAGO

ELECTRIFY INGMain Conference

Preliminary Schedule

Main Conference Preliminary Schedule

Wednesday, October 25, 2017

Pre-conference seminars 9:00 AM – 4:00 PM

GEN 503 Tools for Positive Change in Family Business Systems: Analysis and application

This course for advanced practitioners will review key forces at work in family business systems, providing an overview of frameworks for capturing and analyzing critical information. Tools and techniques for achieving meaningful change with clients will be applied to selected case exercises. Developing skill for critical analysis will underpin all elements of the day. Andrew Hier, Cambridge Advisors to Family Enterprise; Lloyd Steier, University of Alberta

GEN 504 Meaning and Purpose: Philanthropy and the Family Enterprise This course delivers: n An awareness of current trends in philanthropy and how wealthy individuals and families engage in

philanthropy today — including the emergent field of Impact Investingn An understanding of how today’s high and ultra-high net worth families are expressing their values

and working towards social and environmental impact through their philanthropic giving n Practical approaches, both relevant and rigorous, to position philanthropy at the heart of

conversations on values, succession planning and preparing the next generationn An understanding of how to discuss philanthropy with clients to deepen relationships and win more

businessn Opportunities for debate, case studies and reflective exercises to enhance learning and enjoyment James Coutre, Fidelity Family Office Services; Etienne Eichenberger, WISE; Maya Prahbu, Coutts & Co.

Wednesday, evening

Main conference begins 5:30 PM

Opening Plenary and Keynote Helen Fisher, chief scientific officer, Match.com

7:30 PM

Opening Reception in the historic Grand Ballroom at the Hilton Chicago

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Thursday, October 26, 2017

7:00–8:15 AM

Smart Start Sessions

How to “Jump Start” a Family: The family officeRodolfo Paiz, 55 Fidelius Family Office

TBDXXX, AON/Pure Insurance

TBDXXX, JZ Partners, LLC

8:30–10:00 AM IDEA LABS

A Dangerous Short Circuit: Family offices, cyber security, big data and morePeter Brock, JB Rambaud, Ernst & Young

Competition within the Sibling Group in an 18th Generation Family Business: Bowen Family Systems considerationsCarmen Lence, Grupo Leche Rio S.A.; Borja Raventos, Codorniu Raventos

Disabling Family Hot Buttons: Mediating conflict over intergenerational transfers of family wealth, property and enterpriseRoselyn L. Friedman, Roselyn Friedman Mediation Services; John Wofford, mediator

Re-Wire Your Thinking on Leaders in Transition: Stages of adult development and implications for family business successionCathy Carroll, Legacy Onward, Inc.; Margaret Wilson, Tandem Partners

Western Approaches and Tools in Eastern Advisory Practices: Spark, short circuit, or hybrid grid? Jeremy Cheng, Hong Kong University of Science and Technology; Paul Chung, JVSakk Asset Management Limited; Yirhan Sim, Medion Farma Jaya; Kazuyoshi Takei, WellSpring Family Services; Pilar Unidad-Tolentino, Ateneo Family Business Development Center

10:00 AM Hospitality Break

10:30–Noon IDEA LABS

Advisor Bias: Exploring the truth of partialityJudi Cunningham, Kennesaw State University; Wendy Sage-Hayward, The Family Business Consulting Group

Family-Owned Businesses in Trusts: An in-depth look at some of the electric tensionsPatricia Annino, Rimôn, P.C.; Andrew Hier, Cambridge Advisors to Family Enterprise

Knowledge Conductors: Education forums for the family businessJared Byas, Delaware Valley Family Business Center; Alleah Heise, Luke Simmering, Legasus Group

Next Gen Business Models: How family enterprise must transform in the new economySalvador Cerón de la Torre, Juan Pablo Cerón, Maria José Cerón, STF Consulting Group

Power Generation: Creating a hum in the next generation — rather than a ho-humKatelyn Husereau, CFAR

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12:15 PM

Certificate Awards Lunch

1:30–2:45 PM SNAP LEARNING

CONVERSATIONSPrudence Gourguechon, Invantage Advising, facilitator

Alternating Current: Using neuroscience (C-IQ) in the consulting processNatalie McVeigh, Wells Fargo Private Bank

Direct Current: Getting everybody on the same pageSteve Legler, TSI Heritage

DISRUPTIONSylvie Huard, Harmonie Intervention, facilitator

Disruption Channeling the Future Family EnterpriseAsher Noor, AlTouq Group

Generation Z: Digitizing and electrifying the family enterpriseJamie Weiner, Inheriting Wisdom

PHILANTHROPY AND GLOBALIZATIONLenka Beinhoff, Beinhoff & Co., facilitator

Amp Up Your International GivingSuzanne Hammer, Hammer & Associates

Sparking New Knowledge: Globalisation and family firmsRebecca Chung, Cambridge Institute for Family Enterprise

RISK Elle Hansen, REGENERATION, facilitator

Preventing Sparks and Blackouts: Planning for the unexpectedRodolfo Paiz, 55 Fidelius Family Office

Understanding Family Enterprise Risks: Shining a light on five best practices to avoid short circuitsLinda Bourn, Crystal & Company

WEALTHDennis Jaffe, facilitator

The Inescapable Influence of Money on the Family EnterpriseRandy Waesche, Resource Management, LLC

The Live Wire of WealthismKristen Heaney, Legacy Capitals; Jeff Savlov, Blum & Savlov — Family Business Consulting

2:45 PM Hospitality Break

3:00–5:00 PM MASTER CLASSES

Due Diligence Best Practices and Costly Mistakes to Avoid: What families and their advisors need to know about direct investingJason Abbott, Bill Clogg, Mark Rubin, FTI Consulting

Ending Short Circuits in Creating Next GEN Entrepreneurs: Helping successful families develop new leadersAllan Cohen, Babson College; Maya Prabhu, Coutts & Co.; Pramodita Sharma, University of Vermont

Flipping the Switch of the Intellect: Bowen theory and family emotional functioningMariana Martinez, Bethesda Family Therapy; Robert J. Noone, Center for Family Consultation

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The Far Horizon: How family businesses are leading the transition to sustainabilityDon Carlson, Devin DeCiantis, Neus Feliu, Wendy Ulaszek, Lansberg, Gersick & Associates

6:30–8:00 PM

Speakers & Sponsors ReceptionDinner on your own

Friday, October 27, 2017

7:30–8:15 AM

Breakfast & Annual Meeting

8:30–10:30 AM MASTER CLASSES

IberoAmérican Study Group Innovación, Descubrimientos y Nuevos Conceptos

Javier Macías; Rodolfo Paiz, 55 Fidelius Family Office; Guillermo Salazar, Exaudi Family Business Consulting

A Family Business on the Moon: 30 power tools to spark family businesses into actionRandel Carlock, INSEAD

The Spark: Mistake motivated learningKathy Wiseman, Working Systems

10:30 AM Hospitality Break

10:45 AM–12:15 PM IDEA LABS

Electric Shocks from the Past: How intergenerational emotions shape family business behavior Fabian Bernhard, Rania Labaki, EDHEC Family Business Center

ESG Investing: Energizing succeeding generationsDirk Jungé, Pitcairn, Chris Kerr, entrepreneur; Kat Rosqueta, Center for High Impact Philanthropy, University of Pennsylvania

Electrifying Myths and Pitfalls : The case for family businesses in the Arab Middle EastMohamed Mokadem, Syrian Finnish Co. for Dairy Product; Asher Noor, Al-Touq Group; Abdel-Razzak Wafi, Wafi Group

Rewiring the Grid: The impact of owner models on family business decision-makingVlad Barbieri, Josh Baron, BanyanGlobal Family Business Advisors; third presenter TBA

Lunch on your own

12:30 PM

Fellows and GEN Alumni Lunch Speaker: Paul Carbone, Pritzker Group Private Capital

2:00–3:30 PM IDEA LABS

Can Embracing Conflict Spur Positive Change? How the world’s largest family businesses resolve disagreementJoseph Astrachan, Kennesaw State University; Carrie Hall, Ernst & Young

Four Live Wires That Can Short Circuit the Intergenerational Succession Process and Ideas for Rewiring the GridDaphne McGuffin, BDO SuccessCare; Maria Milanetti, MarchFifteen Consulting

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Five Energizing Strategies: Keeping your clients empowered across generationsMitzi Perdue, author, speaker

Zip, Zap, Zoom! Using play and experiential education to energize families in businessAnbern Guarrine, John Guarrine, The Guarrine Group

3:45–5:00 PM

Keynote and Closing Plenary Marco Tempest MIT Directors Fellow, magician and illusionistKick off to London

6:30–10:30 PM

Gala Awards Dinner Art Institute of Chicago Stock Exchange Room

Presenters subject to change

Saturday, October 28, 2017 Research & Education Symposium

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2017 SPONSORS TO DATEREGENERATION Certificate Awards Lunch

55 Fidelius Family Office Smart Start Session

AON/Pure Insurance Smart Start Session

JZ Partners, LLCy Smart Start Session

TrustedFamily Smart Start Session

US Trust Family Office Opening Keynote

FFI Board of Directors Fellows Lunch

Cambridge Family Enterprise Group Lanyards

The Family Business Consulting Group, Inc. Conference APP

RESEARCH AND EDUCATION SYMPOSIUM

Chicago Family Business Council at DePaul University Kellogg School’s Center for Family Enterprises at Northwestern UniversityFamily Business Center at Loyola University Chicago

HOSPITALITYAltair Advisers LLCFamily Wealth LibraryHandler Thayer, LLPInheriting WisdomLevin Ginsburg McDermott Will & Emery LLP Northern Trust PitcairnThe Family Business Fulcrum Wells Fargo Private Bank

Family Firm Institute | 200 Lincoln Street #201 | Boston, MA 02111 | www.ffi.org | T 617.482.3045 | F 617.482.3049

AWARDS Lansberg, Gersick & Associates Best FBR Article

Relative Solutions Best Doctoral Dissertation

Resource Management, LLC Outstanding FBR Reviewer

To register for the Conference and the R&E Symposium call 617.482.3045 or visit www.ffi.org

Go to www.ffi.org/2017ConferenceHotel to reserve rooms

CANCELLATIONSAll cancellations must be in writing. If you are unable to attend, a substitution may be made at any time. Registrations cancelled before September 1, 2017 will be refunded in full, less a $100 USD administrative fee. Registrations cancelled between September 1, 2017 and September 15, 2017 will receive a 25% credit towards another FFI conference within a year’s period. No refunds or credits can be issued for cancellations after September 15, 2017. No shows are subject to the full fee. For non-member registrations that include a one-year membership, only the conference registration portion is subject to a refund.No refunds can be issued for cancellations to the Gala Dinner; however, substitutions can be made at any time.