Third Quarter Update. Judy Green, FFI president

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1 Third Quarter Update The FFI Global Education Network (GEN) is a global forum for teaching and learning that offers cutting-edge multidisciplinary courses and world-class certificate programs for family enterprise advisors, consultants, academics, and other professionals. FFI GEN is the educational arm of the prestigious Family Firm Institute, the leading membership association worldwide for professionals serving the family enterprise field. FFI GEN's unique fully online certificates prepare program graduates to provide consulting and advising services to family enterprises. Accountants, lawyers, wealth managers, management and behavioral science professionals, therapists, family enterprise advisors and consultants, as well as others interested in serving this segment gain focused knowledge about the complexities faced by entrepreneurial families. With this training, professionals positively impact the continued success of families in business. Program graduates earn their certificate as well as authorization to use the CFBA and CFWA professional designation. Carefully crafted and taught by luminaries, the certificates in Family Business Advising (CFBA) and Family Wealth Advising (CFWA), as well as advanced certificates in Family Business Advising (ACFBA) and Family Wealth Advising (ACFWA), are designed to be the gold standard designations in the field of family enterprise. For more than a quarter century, The Family Firm Institute has been at the forefront of research and education devoted to the study of family enterprise. Drawing on its rich tradition, established array of researchers and educators, multidisciplinary, and expansive reach, FFI has developed the Global Education Network (FFI GEN). FFI GEN features internationally recognized faculty, cutting-edge courses, and world-class certificate programs designed specifically for family enterprise consultants, academics, and other professionals, as well as organizations whose work brings them into contact with family enterprises. Every day, students in FFI GEN study and learn in cities across the globe and in their own homes or offices using our dynamic distance education platform. They study at their own pace, or choose to pursue our 100% online Fast Track option to complete a certificate program in one year. Of course all those enrolled in FFI GEN courses and programs enjoy unparalleled access to our outstanding faculty, as well as conciergestyle academic advising and mentoring and global connections to other professionals engaged in family enterprise studies. Educating, connecting, and inspiring individuals and organizations engaged in serving the complex needs of family enterprises is, quite simply, our mission and our passion. So, please, take the time to peruse this brochure and to familiarize yourself with all that FFI GEN has to offer. I am confident that you will gain much from our educational offerings, and I look forward to having you join the program. Sincerely, Judy Green, FFI president For more information about GEN courses or Certificate Programs, please visit or call

2 3RD QUARTER SCHEDULE GEN 101: Family Enterprise: A multidisciplinary September 24 9:00AM EDT GEN 102: Self in Systems: Systemic thinking, genograms and the role of the family enterprise advisor September 23 at 10:00AM EDT GEN 201: Family Enterprise Advising and Consulting: The action research model as applied to family enterprise September 24 2:00PM EDT GEN 202: Families of Wealth: A multidisciplinary September 23 1:00PM EDT GEN 501: Myths, Realities, and Trends in the Field of Family Enterprise September 25 2:00PM EDT GEN 502: Family Governance in the Family Enterprise: A key structural element in family enterprise governance September 26 3:00PM EDT GEN 503: The Professional s Toolbox: The what, why and how of assessments of family businesses GEN 504: Philanthropy: More than money GEN FACULTY GEN 101 Michael Madera is a consulting psychologist and executive coach with 18 years experience in individual development and organizational consulting. Michael has served as a facilitator in the Families in Business course at Harvard Business School, and teaches in the Executive Coaching Certificate Program at the Massachusetts School of Professional Psychology. GEN 102 GEN 201 Katherine Grady, Ph.D, is a partner with Lansberg, Gersick and Associates. A licensed psychologist, Katherine has expertise as both an executive coach and a consultant. She holds degrees from Oberlin College and Vanderbilt University and is an FFI Fellow. Kim Schneider Malek has 25 years experience in organizational development, governance, and communication. Kim is an adjunct faculty member at the Daniels College of Business at the University of Denver. She is a founding co-editor of the FFI Practitioner, served on the Body of Knowledge Committee, and is an FFI Fellow. Cary Tutleman, Ph.D. has more than 30 years experience working with family-owned businesses in transition. A co-founder of the Family Business Center at the University of St. Thomas, he serves on their board of advisors. He is the co-author of The Balance Point, which offers a new perspective on the responsibilities of ownership and offers new ways for owners to use boards. GEN 202 Dennis Jaffe, Ph.D, is a professor of organizational systems and psychology at Saybrook University in San Francisco and a family business advisor. A recipient of the prestigious Richard Beckhard Practice Award and an FFI Fellow, Dennis has published and presented widely in the field. He received his BA degree in philosophy, MA in management, and PhD in sociology from Yale University. Paul Lermitte, ACFBA, ACFWA has been advising families in business for over 25 years. He is a certified financial planner and is a family business advisor (Sauder School of Business at the University of British Columbia). He holds advanced certificates in both family business and family wealth advising and was named an FFI Fellow in Brussels. He is currently working on the fourth edition of his popular Allowances, Dollars and Sense book series. GEN 501 Carlo Salvato, is associate professor of business strategy at Bocconi University in Milan, Italy. He also serves as deputy director of the Center for Research on Entrepreneurship and Entrepreneurs, as well as director of the Master of Science in Management. He is associate editor of Family Business Review. GEN 502 Peter Leach is one of the world's leading family business consultants and facilitators. He has a successful track record of working with and transforming numerous family businesses across the world. He is an FFI Fellow and has chaired two conferences in London. In 2011 he was honored by FFI with the Richard Beckhard Award. GEN 503 Denise Kenyon-Rouvinez, Ph.D. is the founder, CEO and chairman of Gen10 SA, an independent company providing high quality VIP boutique services to HNW & UHNW entrepreneurial families and families of wealth around the globe. She is the author and coauthor of several books including Why Me? Wealth: Creating, Having and Passing It On and Who, Me? Family Business Succession. She is an FFI Fellow. GEN 504 Maya Prabhu is an executive director of the Coutts Institute, Coutts & Co in London. Maya also runs the Coutts Forums for Philanthropy and has been involved in developing several reports and pieces of thought leadership such as the Coutts Handbook for Philanthropy and Inspiring Local Philanthropy. 200 Lincoln Street #201 Boston, MA T F

3 GEN COURSE DESCRIPTIONS GEN 101: Family Enterprise: A multidisciplinary the nature of family enterprises useful concepts and theoretical frameworks that apply to your work with family enterprises a framework for identifying the types of professionals who work with family enterprises as well as the important component of multidisciplinary teamwork GEN 102: Self in Systems: Systemic thinking, genograms and the role of the family enterprise advisor the nature of systems concepts and systems thinking the genogram as a useful tool in understanding the client systems the genogram as a useful tool for better understanding professionals and how their experiences influence the work they do with family enterprises professional growth and development, a topic that includes learning more about yourself in order to work more effectively with client systems 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 GEN 202: Families of Wealth: A multidisciplinary 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 This course features live-actor scenarios. GEN 501: Myths, Realities, and Trends in the Field of Family Enterprise the trends and latest thinking in family enterprise research and practice the challenge to the persistent myth of shirtsleeves-to-shirtsleeves in three generations topics (women in family enterprises, governance, conflict management, and leadership transition) where researchers and consultants agree and where they differ generational differences and their impact on family enterprises GEN 502: Family Governance in the Family Enterprise: A key structural element in family enterprise governance 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) 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 GEN 504 Philanthropy: More than money 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)

4 FFI GEN CERTIFICATE PROGRAMS Regardless of your level of experience in the family enterprise field, professional designation is increasingly important. As the most trusted and globally recognized provider of family enterprise professional education, FFI is uniquely suited to help you stand out from your peers and shine in your practice. Online Model FFI GEN s revolutionary online learning environment is different from the traditional talking-heads model of online courses. Course webinars feature live classroom discussions allowing you to see, interact with and learn from both the instructor and peers from across the globe. Limited small class sizes provides unparalleled learning. Connections Beyond the outstanding course curriculum taught by luminaries in the family enterprise field, FFI GEN Certificate Program participants are paired with a professional mentor, can attend FFI signature events, benefit from FFI membership and more. This level of connection is unparalleled and essential to expanding your network and multidisciplinary understanding. Learn more! Fast Track Designed for those who want to finish the program quickly and prefer to complete coursework online. This path is 100% online and should be completed within 1 year (12 months) from enrollment. This track s single fixed program fee includes FFI membership and conference registration. Certificate in Family Business Advising (CFBA) Course Requirements for Certificate in Family Business Advising (CFBA) GEN 101 About Family Business GEN 102 Self in Systems GEN 201 Family Enterprise Advising and Consulting GEN 501 Myths, Realities, and Trends in the Field of Family Enterprise Includes a 1-year FFI membership Includes a 1-year registration to attend the FFI global conference the Certificate in Family Business Advising issued by FFI and authorization to use the CFBA designation. Certificate in Family Wealth Advising (CFWA) Course Requirements for Certificate in Family Wealth Advising (CFWA) GEN 101 About Family Business GEN 102 Self in Systems GEN 202 Families of Wealth GEN 501 Myths, Realities, and Trends in the Field of Family Enterprise Includes a 1-year FFI membership Includes a 1-year registration to attend the FFI global conference registration the Certificate in Family Wealth Advising issued by FFI and authorization to use the CFWA designation. Advanced Certificates FFI GEN graduates may continue their professional studies by enrolling in the Advanced Certificate program. Advanced Certificate in Family Business Advising (ACFBA) Course Requirements for Advanced Certificate in Family Business Advising GEN 502: Family Governance GEN 503: The Professional s Toolbox FFI membership required FFI global conference attendance (1 year) required the Advanced Certificate in Family Business Advising issued by FFI and authorization to use the ACFBA designation. Advanced Certificate in Family Wealth Advising (ACFWA) Course Requirements for Advanced Certificate in Family Wealth Advising GEN 502: Family Governance GEN 504: Philanthropy FFI membership required FFI global conference attendance (1 year) required the Advanced Certificate in Family Wealth Advising issued by FFI and authorization to use the ACFWA designation.

5 REGISTRATION Register online at or use the form provided. Fast Track enrollment includes FFI membership. REGISTER Online By fax F (U.S.) By phone T (U.S.) By mail or The Family Firm Institute 200 Lincoln Street, #201, Boston, MA USA E CONFIRMATION Upon receipt of your registration, you will receive an confirmation. CANCELLATIONS AND REFUNDS Complete refunds for GEN courses will be made if: A request for a refund is made via to or by logging in to your GEN account using the credentials received when registering. Requests must be made no later than 10 business days after you have access to the course. No refunds will be made if you have accessed more than one module or if 10 business days have passed since access to the course was available. FAST TRACK CERTIFICATE PROGRAM Family Business Advising Certificate (CFBA) $5,000USD All-inclusive one-time fee paid at enrollment includes: All required course fees Individual Membership in FFI ($715USD value) Enrollment Fee ($750USD value) FFI conference registration: attendance optional ($1,800USD value) Professional Mentor (optional) Family Wealth Advising Certificate (CFWA) $5,000USD All-inclusive one-time fee paid at enrollment includes: All required course fees Individual Membership in FFI ($715USD value) Enrollment Fee ($750USD value) FFI conference registration: attendance optional ($1,800USD value) Professional Mentor (optional) Family Business Advising Certificate (CFBA)/ Family Wealth Advising Certificate (CFWA) $7,500USD (Earn both certificates together) Fast Track enrollments are NOT transferable once any one of the four courses has been accessed. ADVANCED CERTIFICATE PROGRAM Advanced Certificate (ACFBA) $750USD Enrollment Fee Advanced Certificate (ACFWA) $750USD Enrollment Fee Course Fees GEN 502: webinar $1000USD seminar (in person) $2000USD Family Governance in the Family Enterprise: a key structural element in family enterprise governance GEN 503: seminar (in person) $2000USD The Professional s Toolbox: the what, why and how of assessments of family businesses GEN 504: seminar (in person) $2000USD Philanthropy: More than money INDIVIDUAL COURSES Course Fees FFI Member Non-Member GEN 101: webinar $1000USD $1500USD Family Enterprise: A multidisciplinary GEN 102: webinar $1000USD $1500USD Self in Systems: Systemic thinking, genograms and the role of the family enterprise advisor GEN 201: webinar $1000USD $1500USD seminar (in person) $2000USD $3000USD Family Enterprise Advising and Consulting: The action research model as applied to family enterprise GEN 202: webinar $1000USD $1500USD seminar (in person) $2000USD $3000USD Families of Wealth: A multidisciplinary GEN 501: webinar $1000USD $1500USD Myths, Realities, and Trends in the Field of Family Enterprise GEN 502: webinar $1000USD $1500USD seminar (in person) $2000USD $3000USD Family Governance in the Family Enterprise: a key structural element in family enterprise governance Certificate Program Enrollment Fee This option is for students who choose to complete the certificate by enrolling in courses individually. Family Business Advising Certificate (CFBA) $750USD One-time fee paid at enrollment Family Wealth Advising Certificate (CFWA) $750USD One-time fee paid at enrollment

6 REGISTER Name Title Organization Address City State/Province Zip Code Country Postal Code Phone Check enclosed (payable to FFI in US funds only) for $ Please charge my Visa MasterCard AmEx for $ PAYMENT Credit Card Number Expiration date Name on Card Signature To register online 6/13 About FFI The Family Firm Institute is the leading membership association worldwide for professionals serving the family enterprise field. It provides a global forum for practitioners, academics and others to acquire multidisciplinary knowledge while engaging in collaborative opportunities. Through its international journal, certificate programs, Global Education Network (GEN), and preeminent international conference, FFI upholds the highest standards in best practices. FFI s mission is to Educate Connect Inspire family enterprise consultants, academics and other professionals, as well as organizations that support family enterprises. 200 Lincoln Street #201 Boston, MA T F

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