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

ELECTRIFY INGMain Conference

OCTOBER 25–27 , 2017

Main Conference

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 applicationAndrew Hier, Cambridge Advisors to Family Enterprise; Lloyd Steier, University of Alberta

Room: Boulevard A

GEN 504 Meaning and Purpose: Philanthropy and the Family Enterprise James Coutre, Fidelity Family Office Services; Etienne Eichenberger, WISE; Maya Prahbu, Coutts & Co.

Room: Boulevard C

Wednesday, evening

Main conference begins 5:30 PM

Opening Plenary and Keynote Helen Fisher, chief scientific advisor, Match.comThe Neuroscience of Team Building and Innovation: How family firms can thrive using brain scienceSponsored by US Trust Family OfficeRoom: Grand Ballroom

7:30 PM

Opening Reception in the historic Grand Ballroom at the Hilton Chicago

Thursday, October 26, 2017

7:00–8:15 AM

Smart Start Sessions�Generational Wealth Transfer: Succession planning with a permanent capital

investment partnerTodd Lanscioni, Jessica Clemence, JZ PartnersRoom: Williford BHost: Nancy Drozdow

How Can a Digital Communication Platform Benefit You and Your Multigenerational Client Families?Elvira Orza, Trusted FamilyRoom: Williford AHost: Paul Karofsky

ELECTRIFYING

ELECTRIFYING

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How to “Jump Start” a Family: The family officeRodolfo Paiz, 55 Fidelius Family OfficeRoom: Boulevard CHost: Grégoire Imfeld

�Personal and Cyber Security: Protecting yourself and your client families in the digital ageJoe Clark, Aon; William J. Kowalski, Rehmann Corporate Investigative ServicesRoom: Boulevard AHost: Bob Chernow

8:30–10:00 AM IDEA LABS

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

Dangerous Short Circuits: Family offices, cyber security, big data and morePeter Brock, JB Rambaud, Ernst & YoungRoom: Boulevard CHost: Michael Connolly

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

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 PartnersRoom: Williford CHost: Carlo Salvato

Western Approaches and Tools in Eastern Advisory Practices: Spark, short circuit, or hybrid grid? Jeremy Cheng, Hong Kong University of Science and Technology; Yirhan Sim, Medion Farma Jaya; Kazuyoshi Takei, WellSpring Family Services; Pilar Unidad-Tolentino, Ateneo Family Business Development CenterRoom: Williford AHost: Dennis Passis

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 GroupRoom: Boulevard AHost: Anna Nichols

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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 EnterpriseRoom: Williford AHost: Michael Whitty

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

Next Gen Business Models: How family enterprise must transform in the new economySalvador Cerón, Juan Pablo Cerón, Maria José Cerón, STF Consulting GroupRoom: Williford CHost: Patricia Angus

Power Generation: Creating a hum in the next generation — rather than a ho-humKatelyn Husereau, CFARRoom: Boulevard CHost: Mairi Mickel

12:15 PM

Certificate Awards Lunch Carlo Salvato, GEN Faculty Chair, Master of CeremoniesSponsored by REGENERATIONRoom: Grand Ballroom

1:30–2:45 PM SNAP LEARNING

CONVERSATIONSRoom: Boulevard CPrudence 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

DISRUPTIONRoom: Williford BSylvie Huard, Harmonie Intervention, facilitator

��Disruption Channeling the Future Family EnterpriseAsher Noor, AlTouq Group

��Disruption in the Family Business: The squandered trust advantageIsys Caffey, Edelman

PHILANTHROPY AND GLOBALIZATIONRoom: Williford ALenka 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

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RISK Room: Boulevard AElle 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

WEALTHRoom: Williford CDennis 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 ConsultingRoom: Boulevard AHost: Catherine Rossbach

��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 VermontRoom: Williford CHost: Lloyd Steier

��Flipping the Switch of the Intellect: Bowen theory and family emotional functioningMariana Martinez, Bethesda Family Therapy; Robert J. Noone, Center for Family ConsultationRoom: Boulevard CHost: Richard Boyce

��The Far Horizon: How family businesses are leading the transition to sustainabilityDon Carlson, Devin DeCiantis, Neus Feliu, Wendy Ulaszek, Lansberg, Gersick & AssociatesRoom: Williford AHost: David Harvey

6:30–8:00 PM

Speakers & Sponsors Reception (by invitation only)Sponsored by FTI Consulting

Dinner on your own

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Friday, October 27, 2017

7:15–8:00 AM

Breakfast & Annual Meeting

8:30–10:30 AM MASTER CLASSES

�IberoAmérican Study Group (Begins at 8:00 AM) Innovación, Descubrimientos y Nuevos Conceptos

Ana Aguirregabiria, DoctorAna Solutions; Pablo Aure, Exaudi Family Business Consulting; Javier Macías; Rodolfo Paiz, 55 Fidelius Family Office; Guillermo Salazar, Exaudi Family Business Consulting Room: Williford ACo-Hosts: Javier Macias, Guillermo Salazar

��A Family Business on the Moon: 30 power tools to spark family businesses into actionRandel Carlock, INSEADRoom: Williford BHost: Daniel Bayston

��The Spark: Mistake motivated learningKathy Wiseman, Working SystemsRoom: Williford CHost: Helena von der Esch

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 CenterRoom: Boulevard BHost: Elizabeth Bagger

��ESG Investing: Energizing succeeding generationsDirk Jungé, Pitcairn, Chris Kerr, entrepreneur; Kat Rosqueta, Center for High Impact Philanthropy, University of PennsylvaniaRoom: Boulevard AHost: David King

��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 GroupRoom: Boulevard CHost: Adib Rashid

��Rewiring the Grid: The impact of owner models on family business decision-makingVlad Barbieri, Josh Baron, BanyanGlobal Family Business Advisors; third presenter TBARoom: Williford CHost: Annika Hall

Lunch on your own

12:30 PM

Fellows and GEN Alumni Lunch Jared Kaplan, Master of Ceremonies Speaker: Paul Carbone, Pritzker Group Private CapitalThoughts on Direct Investing: An interview with Paul Carbone Interviewed by Francois de Visscher, FFI FellowSponsored by the FFI Board of DirectorsRoom: Grand Ballroom

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2:00–3:30 PM IDEA LABS

��Can Embracing Conflict Spur Positive Change? How the world’s largest family businesses resolve disagreementJoseph Astrachan; Carrie Hall, Ernst & Young Room: Williford AHost: Leif Melin

� �Four Live Wires That Can Short Circuit the Intergenerational Succession Process and Ideas for Rewiring the GridDaphne McGuffin, BDO SuccessCare; Maria Milanetti, MarchFifteen ConsultingRoom: Williford BHost: James Weiner

��Five Energizing Strategies: Keeping your clients empowered across generationsMitzi Perdue, author, speakerRoom: Boulevard AHost: Harvey Taraday

��Zip, Zap, Zoom! Using play and experiential education to energize families in businessAnbern Guarrine, John Guarrine, The Guarrine Group; Theresa Ramos, Premier Family Business Consulting Room: Williford CHost: Debbie Bing

3:45–5:00 PM

Keynote and Closing Plenary Marco Tempest MIT Directors Fellow, magician and illusionist

Inventing the FutureKick off to LondonRoom: Grand Ballroom

6:30–10:30 PM

Gala Awards Dinner Art Institute of Chicago Stock Exchange RoomDon’t miss the surprise emcees!!Business attire (dark suits and ties for men and cocktail or business attire for women)

Presenters subject to change

Saturday, October 28, 2017 Research & Education Symposium

Register for the Main Conference and/or the Research and Education Symposium HERE

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2017 SPONSORSFTI Consulting Speakers & Sponsors Reception

REGENERATION Certificate Awards Lunch

55 Fidelius Family Office Smart Start Session

AON/Pure Insurance Smart Start Session

JZ Partners, LLC Smart Start Session

US Trust Family Office Opening Keynote

TrustedFamily Smart Start Session

FFI Board of Directors Fellows Lunch

Cambridge Family Enterprise Group Lanyards

Belden Hill Partners Hotel Room Keys

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 Optimizer720PitcairnThe 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

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.

PROGRAM COMMITTEE Daphne McGuffin, co-chair

BDO SuccessCare Program

Catherine Rossbach, co-chair SAGE Publications, Inc.

Warren Baker, The Family Business Fulcrum

Rania Labaki, EDHEC Business School

Mariana Martinez, Bethesda Family Therapy

Asher Noor, AlTouq Group

PLANNING COMMITTEEWarren Baker, co-chair

The Family Business Fulcrum

Jared Kaplan, co-chair Delaware Place Advisory Services, LLC

Daniel Bayston, Cognient Group, LLC

Kristi Daeda, The Family Business Consulting Group, Inc.

Sandra Ditore, Family Office Exchange

John Fern, FTI Consulting, Inc.

Joseph Ginsburg, Levin Ginsburg

Barbara Hauser, Barbara Hauser LLC

Anna Nichols, Altair Advisers

Dennis Passis, Gate Enterprises, Inc.

Morris Saunders, Levin Ginsburg

James Weiner, Inheriting Wisdom

Michael Whitty, Handler Thayer, LLP