Program Committee Laurent Roux, chair Gallatin Wealth Management LLC Glenn Ayres, Glenn Ayres and Associates Carmen Bianchi

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1 Program Committee Laurent Roux, chair Gallatin Wealth Management LLC Glenn Ayres, Glenn Ayres and Associates Carmen Bianchi Carmen Bianchi Family Business Associates Trish Reay, University of Alberta James Stewart, EFG International San Diego Honorary Committee Jonathan Fredricks, Welk Resorts Dale Goss, Chef Works Danny Gabriel, ColRich William Kellogg, La Jolla Beach and Tennis Club Russell Lewis, Rhino Linings Mike Olthoff, Nichols Corporation Tim Schultz, Lundberg Family Farms Ann Hunter Welborn, Hunter Industries Charles Wax, Waxie Sanitary Supplies Tom White, Haws Corporation San Diego Advisory Committee Carmen Bianchi, chair Carmen Bianchi Family Business Associates Armando Alvarez Carmona Alvarez Carmona y Asoc., S.C. Cynthia Bolker, New York Life Robert Copeland, Sheppard Mullin Lee Duran, BDO Carolena Deutsch-Garcia Mary Gust, Crystal & Company Carolyn Kling, Kling Partners Bruce Knowlton, Moss Adams Fran Lotery, Relative Solutions Gail Naughton, Histogen, Inc. Dan Palmer, US Trust Pat Soldano, GenSpring Family Offices Martin Staubus, Beyster Institute, UCSD Rady School of Management William Super, William Super CPAs and Consultants Lucy van Buttlar, BBVA Compass

2 9:00 AM 4:30 PM PRE-CONFERENCE SEMINARS MAIN CONFERENCE BEGINS 6:00 PM OPENING KEYNOTE AND PLENARY Robert Sapolsky Sponsors: BDO and Continuity Family Business Consulting HILTON SAN DIEGO RESORT & SPA 1775 EAST MISSION BAY DRIVE SAN DIEGO 7:30 PM OPENING RECEPTION Sponsors: devisscher & Co. and Pitcairn 9:00 AM EDUCATIONAL SESSIONS 12:45 PM LUNCH 2:00 PM EDUCATIONAL SESSIONS 4:00 PM THURSDAY KEYNOTE Catherine Rivier Sponsors: Bank of America, US Trust, Merrill Lynch 5:30 PM ANNUAL MEETING 8:30 AM CERTIFICATE AWARDS BREAKFAST Sponsor: FFI Board of Directors 10:00 AM EDUCATIONAL SESSIONS Noon LUNCH 1:30 PM EDUCATIONAL SESSIONS 3:30 PM CLOSING KEYNOTE Joshua Cooper Ramo Sponsor: GenSpring Family Offices KICKOFF TO WASHINGTON, DC Sponsor: McKenna Long & Aldridge LLP 7:00 PM GALA AWARDS DINNER San Diego Zoo Call to make hotel reservations. Mention group code FAM to get the conference rate or register online at Group rate is $205/night. Please note that this rate is available until September 23rd or until the group block is sold out. REASONS TO PARTICIPATE To enhance your presence and demonstrate your commitment to the family enterprise field To network with premier professionals and academics in the field more than 400 registrants from around the world To participate in a conference that is the largest gathering of these professionals in the world To interact with keynote and educational session presenters addressing the latest topics and research in the family enterprise field 9:00 AM 4:00 PM RESEARCH & EDUCATION SYMPOSIUM Click here to learn more KEYNOTE Gail Naughton

3 9:00AM-4:30PM 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 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: Pramodita Sharma, Rania Labaki and Nava Michael-Tsabari 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 Coutré, Maya Prabhu GEN 201 and 202 include online modules that must be completed in advance of the in-person seminar. 6:00 PM OPENING KEYNOTE: Why Zebras Don t Get Ulcers Robert Sapolsky, author of the awardwinning A Primate s Memoir, recipient of a MacArthur Genius Fellowship, professor of biology and neurology at Stanford University, and a research associate with the Institute of Primate Research at the National Museum of Kenya, draws on his many years as a field biologist to explore the fascinating points of intersection between primate behavior, stress and the dynamics of family enterprises. Sponsors: BDO and Continuity Family Business Consulting 7:30PM OPENING RECEPTION POOLSIDE at Hilton San Diego Resort & Spa Sponsors: devisscher & Co. and Pitcairn

4 9:00AM CONCURRENT EDUCATIONAL SESSIONS Direct Investing by Family Enterprises This panel addresses the recent trend away from investing through private equity funds and toward direct investing by families. Topics to be covered include the sources of this trend, the benefits and risks of this approach to investing families, various legal and practical implications, the structure of direct investments and their tax and estate planning aspects. Jared Kaplan, Mark Selinger, McDermott Will & Emery Dan Fireman, Fireman Capital Partners and The Fireman Family Foundation Family Business Review Special Issue Panel This panel discusses key concepts from the September 2013 FBR Special Issue on Advising Family Enterprise. Authors, practitioners, and the editors review recent scholarly research on the practice of family enterprise advising and consulting. W. Gibb Dyer, Brigham Young University, Jane Hilburt-Davis, Key Resources, Kelin Gersick, Lansberg, Gersick and Associates, LLC, Trish Reay, University of Alberta, Pramodita Sharma, Family Business Review Latin American Families in Business: A sustainability model under pressure Latin American families in businesses have proven sustainable wealth strategies that surpass unstable and threatening political systems. A model based on the Family Wealth Sustainability Toolkit will be the basis of this case study presentation. Participants will leave with an understanding of how to assess the family's capacity for meeting the challenge of a shifting and potentially dangerous political atmosphere Dante De Lucia, Trascendencia Competitiva, Fran Lotery and Ilene Weingarten, Relative Solutions Privacy and Security in the Era of FATCA, Inter-Governmental Exchange of Information and Elimination of Bank Secrecy This panel discusses the challenges faced when one seeks to maximize privacy in our new Flat World where information is exchanged regularly and instantaneously, and tax authorities increasingly use banks as enforcement tools. Jerry Gumpel, Sheppard Mullin, Francisco Moguel, Chevez Ruiz Zamarripa y Cia The Philanthropy Dilemma in Families in Business: A cross-cultural analysis of models and successful experiences This presentation addresses the dilemmas that families in business encounter when engaging in philanthropy. Four models of family philanthropy are discussed: direct giving, foundation, business, and social enterprise. Successful real-world cases in each of these categories are presented, and tools and keys to success in helping families realize their full potential of family philanthropy are shared. Neus Feliu, Lansberg, Gersick and Associates, LLC Carlos Trinchant, Grupo Arcano The Transparency Myth in Family Enterprises: The big reveal or less is more Transparency is considered a best practice in decision-making in the family business enterprise. Yet for other family non-financial decisions, the need for complete transparency must be evaluated. This presentation utilizes case studies, family stories, a decision tree tool, and interactive discussion to explore the emotional, legal and strategic issues surrounding transparency. David Berek, Handler Thayer, LLP, Christin Cardone McClave, UNIFI Coaching, James Weiner, Inheriting Wisdom 11:00AM CONCURRENT EDUCATIONAL SESSIONS Addiction Science Meets Practice, or Why Do They Keep Doing That? The science of addiction has dramatically altered our view of this disease. Over the past two decades we have gone from primarily a moral and ethical model to recognition of addiction as a neurobiological illness, setting the stage for the entire network of family and professionals to engage and support strategies that result in better outcomes not only for the addict but also those affected. Samuel Dresser, Doug Lyons, Clere Consulting, Marvin Seppala, Hazelden Foundation Inspirational Mistakes: Challenging Journeys of Family Enterprises Learn from these inspiring stories that started out as mistakes. Naomi Grant Hartley, Alan Grant, Alta Company, George Isaac, GAI Capital, Ltd., Joan Liautaud, Lara Berry, the Liautaud Family, Tom White, Stephanie Kilroy, Haws Corporation Moderator: Pascale Michaud, Business Families Foundation Integrating Non-Family Executives into the Family Business The session details a case study of the Clemens Family Corporation s decision to restructure from family business to business family. Two non-family executives provide practical guidelines to increase the successful integration of non-family executives into a family business. David Budnick, James Wood, The Clemens Family Corporation The Landscape of Family Business: Practical applications for ground-breaking family business research This session summarizes groundbreaking research about the Landscape of Family Business published in the 25th Anniversary Edition of FBR. Advisors are asked to complete a questionnaire that helps them interpret how clients view their respective landscapes. Keith Brigham, Texas Tech University, G. T. Lumpkin, Syracuse University, Ritch Sorenson, University of St. Thomas, Andy Yu, University of Wisconsin-Whitewater Succession as Strategy Process and Strategy Practice: Three cross-cultural cases This session focuses on resources applied in successful family business succession. Cases from the United Kingdom, Germany, the US and/or China will be examined with an eye toward creating a framework and toolbox for succession processes and strategy practices in resetting or constructing authority. James Grady, PivotPoint Business Solutions, Gry Osnes, SuccessionConsult

5 12:45 PM LUNCH 2:00 PM CONCURRENT EDUCATIONAL SESSIONS The Family Vacation Home: Sun and storms around the world For families throughout the world, the shared vacation home is both dream and nightmare, as values of togetherness, legacy, and fun face changing intergenerational dynamics, differing needs and visions, operational choices, financial demands, and unclear governance. This interactive discussion presents challenges in advising family enterprises dealing with such conflicts and opportunities. Lloyd Steier, University of Alberta, Blair Trippe, Continuity Family Business Consulting, John Wofford, Mediator and Arbitrator Franchising and Family Business: A unique way to sustain legacy and values while building a family enterprise Though franchising is closely associated with contractual relationships, this panel seeks to demonstrate the importance of franchising for family business. Specifically, the presentation addresses how the ability to develop and sustain multi-generational relationships as a family business fosters a greater commitment to generating strong interpersonal relationships with franchising partners. Clint Bell, Mike Bell, KOA Campground San Diego Carmen Bianchi, Carmen Bianchi Family Business Associates Estella Hadjis Ferrera, George Hadjis, Oggi s Sports Brewhouse Pizza, Jessica Geiben Lynn, CFAR, Dianne H.B. Welsh, University of North Carolina at Greensboro From Family Office Formation to Regulation: What are the keys to family office success? A panel discussion that demystifies the establishment and operation of a family office, including ownership structures, setup and operational costs, risk management, the implications of an evolving legal, regulatory and compliance landscape and the single family office exemption. Joe Field, Withers, David Guin, Justin Zamparelli, Withers Bergman, Kirby Rosplock, GenSpring Family Offices Planning for Continuity: Insights from practitioners on legacy in a North Asian context This panel draws on extensive first-hand experience to present a discussion of the concerns and issues characteristically encountered among North Asian client families. Topics to be addressed include how those client families currently approach transition planning and the challenges such clients face in engaging the next generation. Edith Ang, Kitty Chou, UBS, Jessie Shen, Privaco Family Office (HK) Limited When There s an Empty Seat at the Head of the Table In this session an attorney and a behavioral scientist examine disruptions caused by the sudden death of an entrepreneur. What is the role of family business advisors when entrepreneurs fail to develop comprehensive business continuity plans? Two case studies are examined from legal and psychological perspectives. Ellen Frankenberg, Frankenberg Group, Mark Oppenheimer, Bingham Greenebaum Doll, LLP 4:00 PM KEYNOTE Recognizing and Responding to Stressors: How does our brain do it? Catherine Rivier, Professor Emerita, Clayton Foundation Laboratories for Peptide Biology, Salk Institute for Biological Studies, studies how the brain perceives and responds to external stressors, such as infection, exposure to psychological threats, or alcohol. Her laboratory has identified many of the mechanisms through which the occurrence of stressors is conveyed to specialized areas of the brain. She holds a Ph.D. in physiology from the University of Lausanne in Switzerland. Sponsors: Bank of America, US Trust and Merrill Lynch 5:30 PM ANNUAL MEETING 7:30 AM LGBT (Lesbian, Gay, Bisexual, Transgender) Topics in Family Enterprise John Wofford, moderator 8:30 AM CERTIFICATE AWARDS BREAKFAST Sponsor: FFI Board of Directors 10:00 AM CONCURRENT EDUCATIONAL SESSIONS The Challenge of Family Business Centers: Combining academic excellence and practical relevance While most family business centers originally focused on outreach activities, more and more family business centers also focus on academic research. This session explores the trend toward creating family business centers with connections with family firms and owner families. Leif Melin, Mattias Nordqvist, Jönköping International Business School Family Banks, Family Enterprises and Family Entrepreneurship Customized family banks can be a powerful mechanism to develop and inspire the next generation. This session brings together key elements of next generation education and development, family and corporate governance, special vehicles and investments, wealth strategy, tax, and estate planning to explore the role of family banks in family enterprise and entrepreneurship. Warner Babcock, AM Private Enterprises, Inc., Kirby Rosplock, GenSpring Family Offices Family Secrets and Ghosts: Becoming a beacon of hope in the fog Even the most astute and thoughtful among us can lose sight of issues which, if unaddressed, threaten to destroy the stability of the family enterprise. This interactive, case-focused presentation addresses the ghosts in the room and secrets in the family which undermine legal, financial, family harmony, ownership and business considerations. Gerard Donnellan, Brandeis University, Patricia Annino, Prince Lobel Tye, LLP

6 Legal Crisis Planning & Management for the Family Enterprise This presentation deploys vignettes to walk through events leading to a catastrophic legal event, taking participants through six personal crisis scenarios involving family business members. Potential consequences, prevention tips, immediate response strategies, and damage control are discussed. Michael Meeks, Louisiana State University Michael Whitty, Vedder Price, P.C. Transitions and Traditions: Succession, sustainability and the family office Although succession planning is widely discussed in a family business context, there is little practical application of succession planning in the family office realm. In this session, family office professionals discuss the importance of leadership, ownership and management succession and its implications for family office sustainability. Thomas Carroll, Pat Soldano, GenSpring Family Offices 12:00 PM LUNCH 1:30 PM CONCURRENT EDUCATIONAL SESSIONS Families in Business: Keeping four unrelated families together across three generations How does a family firm founded and owned by four families survive two generations and progress in its third generation? What are the roles of inter-family relationships, ethnicity, governance structures and common purpose? This session addresses such questions through a case study from Singapore. Annie Koh, Wee-Liang Tan, Business Families Institute, Singapore Management University Finding Inspiration in the Boardroom: How to see the family enterprise in a new way Creating a board that values differences in viewpoints is paramount in helping family enterprises find the inspiration to tackle the challenges of their future with renewed energy and resilience. Learn how to break the cycle of conformity that hinders many boards from getting to the next level in stewardship. Debbie Bing, CFAR, Lansing Crane, Loyola University Family Business Center Five Principles for Sustainable Financial Management of Family-Owned Enterprises This presentation seeks to distill and elaborate five essential principles for successful financial management of the sustainable family-owned enterprise. Practical frameworks for effective decisionmaking are also discussed. Ari Axelrod, Marion McCollom Hampton, Banyan Family Business Advisors Presentations and presenters subject to change. Know When to Fold em: Tips on leaving the family business This session uses a discussion format to address the issues of leaving a family business. Concrete suggestions about how advisors can identify these situations and make a substantial impact on a business by resolving them in a positive way are presented and elaborated. Henry Krasnow, Krasnow, Sanders, Cornblath, Kaplan & Beninati LLP, Don McDougal, Grand Tradition Estate and Gardens, Train Your Emotions and Challenge Your Professional Growth with Interesting Insights It is perhaps not often that family business advisors leave their respective comfort zones in an effort to understand client s needs. This session pursues precisely that path in an experiential workshop designed to offer new professional insights and behaviors for those who want to expand their range of emotions and challenge themselves professionally. Francisco Javier Macias, RELATES, Yolanda Mora, Hospital de San Paul 3:15 PM CLOSING KEYNOTE Globalization 3.0: The Rise of the Inside Economy In this keynote, Joshua Cooper Ramo will track the rise of the inside economy, where a company s ecosystem becomes inescapable, forcing out not only the competition but also the very need for a competitive market. From China to Amazon, Facebook, and Google, Ramo will reset your ideas about the globalized age. Sponsor: GenSpring Family Offices KICK-OFF TO WASHINGTON DC: Sponsor: McKenna Long & Aldridge LLP 7:00 PM Join colleagues and friends at the Gala Awards Dinner at the world-famous San Diego Zoo. The San Diego Zoo Global was founded in 1916 by Harry M. Wegeforth, M.D, and has the largest zoological membership association in the world, with more than 250,000 member households and 130,000 child memberships, representing more than a half million people. Dinner will be held at the edge of the Elephant Odyssey, making this an evening to remember as we honor distinguished award-winning colleagues. Attire? You guessed it! Wear your favorite animal print!

7 RESEARCH & EDUCATION SYMPOSIUM 9:00AM KEYNOTE Reflections from a Former Dean: What works and what doesn t when integrating family business research and education into a traditional B-School Gail Naughton served as dean of San Diego State University s College of Business Administration until She is currently CEO and chairman of the board of Histogen Inc., a regenerative medicine company, which she founded in :30 CONCURRENT SESSIONS SESSION A Moderator, Trish Reay, Symposium chair Research to Practice: How can we make it happen? A panel discussion with Pramodita Sharma, Carlo Salvato, FBR editors and Guillermo Salazar, Practitioner Editorial Board SESSION B Moderator, Jill Thomas, University of Adelaide Governance as Practice in Strategizing Studies on governance show that boards in private firms add value by supporting the strategic process. It is not clear how this works in family firms. Findings on the impact of governance mechanisms on strategizing in family firms will be discussed. Ilse Matser, Centrum van het Familiebedrijf Succession Model: An extended exploratory analysis of factors impacting family business succession preparedness The most important factors to consider to ensure family business transition success, despite obstacles, continue to expand, as demonstrated through this cutting-edge expansion of the Family Business Succession Model. Brett Coffman, BB&T Wealth Corporate Governance in Family Business: You re kidding, right? This research explores how family businesses understand corporate governance. Subsequently it details how corporate governance can aid the succession process. Anthony Devine, Northumbria University NOON LUNCH PANEL Insights from the Outside Hear from researchers at San Diego area universities regarding the latest thinking that can inform family enterprise research and practice. Jon Fredricks, Welks Resort Group, Rajnandini Pillai, CSU San Marcos, Martin Staubus UCSD, Chamu Sundaramurthy, SDSU. Moderator, Carmen Bianchi, Carmen Bianchi Family Business Associates 1:30PM CONCURRENT SESSIONS SESSION A Moderator, Armando Alvarez, Alvarez Carmona y Asoc. Family Business Centers: A new era? The number of family business centers around the world has exploded during the last few years. Most centers originally focused on outreach activities, but now more and more family business centers seek to focus on academic research as well. Is this a new era? Lief Melin, Mattias Nordqvist, Jönkoping Intl. Business School Center for the Formation and Investigation of Family Businesses in Colombia: A case study This case study on a Colombian family business center in formation provides information and a roadmap for impacting the entrepreneurial structure of countries with emerging economies to help family companies achieve higher levels of performance. Juan Guillermo Hoyos Diez, Universidad de la Sabana Caribbean Family Business: Their voices on strategic and entrepreneurial imperative Is there merit in the claim that aspects of the general characterizations of family businesses do not echo the voices of the Caribbean family business entrepreneurs? An examination of the imperative of Caribbean family businesses helps to answer this question. Lawrence Nicholson, Mona School of Business and Management SESSION B Moderator, Isabel Botero, University of Kentucky New Alternative for Investments in Family Business Alternative capital offers an alternative to classic bank financing. It is an example of a civil society project that can contribute to easing the present economic crisis in Spain. Eduardo Estevez, Family Business Association in Castilla y Leon Long-lasting Family Business in Mexico In 2012 Banamex and ProfitConsulting conducted a study of 80 long-lasting family businesses in Mexico. The purpose of the study was to identify the common factors of success or failure of these long-lasting firms. Miguel Ramirez Barber, ProfitConsulting Managing Intellectual Capital at the Family Firm: A case study This case study based on Chilean family firms shows comparative differences as given intellectual capital in a company, and then gives recommendations for the application in the family business. Claudio Muller, University of Chile 3:30 CLOSING PLENARY & RECEPTION Increasing Social and Emotional Skills in Families: Applying research findings to improve leadership in family firms Jim Liautaud, Liautaud Graduate School of Business, University of IL

8 October 16 19, 2013 Hilton San Diego Resort & Spa Fees subject to change on August 30, Check the appropriate box(es) and enter the total at the bottom. All fees are in U.S. dollars. MAIL: FFI, 200 Lincoln Street, #201, Boston, MA TEL: FAX: REGISTRATION MEMBERS REGISTER NOW PRE-CONFERENCE (October 16) (Pre-Registration required For GEN courses) GEN 201* Family Enterprise Consulting and Advising (9:00 AM 4:30 PM) $2000 GEN 202* Families of Wealth: A multidisciplinary approach (9:00 AM 4:30 PM) $2000 GEN 503 The Professional s Toolbox: The what, why and how of assessments in family businesses (9:00 AM 4:30 PM) $1000 GEN 504 Philanthropy: More Than Money (9:00 AM 4:30 PM) $1000 *The online portion of these courses must be completed prior to attending. Register by September 15. MAIN CONFERENCE (October 16 18) Day Rate Thursday Full conference Main conference begins Wednesday at 6:00 PM and ends Friday at 5:00 PM. or Friday rate Professional** $880 $1800 Educator / Researcher (must provide a university ID)** $880 $1800 Student (must provide a university ID) $525 $950 GALA DINNER (You must be registered for the main conference) Registrant $175 Spouse/Companion Gala Dinner $200 POST-CONFERENCE (October 19) Research & Education Symposium (9:00 AM 4:00 PM) $325 **If your organization is an organizational member of FFI, please contact the FFI office for organizational member rate. TOTAL CANCELLATION & REFUND POLICY All cancellations must be in writing. If you are unable to attend, a substitution may be made at any time. Registrations cancelled before August 17 will be refunded in full, less a $100 administrative fee. Registrations cancelled between August 17 and August 31 will receive a 25% credit towards another FFI conference within a year s period. No refunds or credits can be issued for cancellations after August 31. No shows are subject to the full fee. Registrant Information Full Name First name (for badge) Address Organization City State/Province Title Zip/Postal Code Country Spouse/Companion Information (if registering) Phone Fax Full Name Registration Payment Payment in full must accompany registration. Check enclosed (made payable to FFI drawn on a U.S. bank and in U.S. funds.) First name (for badge) Please charge my registration to my MasterCard Visa American Express Print name as it appears on your card Account # I authorize FFI to charge my credit card for the conference fees as indicated above. Expiration date Signature of cardholder Family Firm Institute 200 Lincoln Street, #201, Boston, MA USA Fax:

9 October 16 19, 2013 Hilton San Diego Resort & Spa Fees subject to change on August 30, Check the appropriate box(es) and enter the total at the bottom. All fees are in U.S. dollars. MAIL: FFI, 200 Lincoln Street, #201, Boston, MA TEL: FAX: REGISTRATION NON-MEMBERS REGISTER NOW PRE-CONFERENCE (October 16) (Pre-Registration required For GEN courses) GEN 201* Family Enterprise Consulting and Advising (9:00 AM 4:30 PM) $3000 GEN 202* Families of Wealth: A multidisciplinary approach (9:00 AM 4:30 PM) $3000 GEN 503 The Professional s Toolbox: The what, why and how of assessments in family businesses (9:00 AM 4:30 PM) $1500 GEN 504 Philanthropy: More Than Money (9:00 AM 4:30 PM) $1500 *The online portion of these courses must be completed prior to attending. Register by September 15. MAIN CONFERENCE (October 16 18) Day Rate Thursday Full conference or Friday rate Professional** $1280 $2300 Main conference begins Wednesday at 6:00 PM and ends Friday at 5:00 PM. Educator / Researcher (must provide a university ID)** $1280 $2100 Student (must provide a university ID) $525 $1000 GALA DINNER (You must be registered for the main conference) Registrant $175 Spouse/Companion Gala Dinner $200 POST-CONFERENCE (October 19) Research & Education Symposium (9 AM 4:00 PM) $325 **If your organization is an organizational member of FFI, please contact the FFI office for organizational member rate. TOTAL CANCELLATION & REFUND POLICY All cancellations must be in writing. If you are unable to attend, a substitution may be made at any time. Registrations cancelled before August 17 will be refunded in full, less a $100 administrative fee. Registrations cancelled between August 17 and August 31 will receive a 25% credit towards another FFI conference within a year s period. No refunds or credits can be issued for cancellations after August 31. No shows are subject to the full fee. Registrant Information Full Name First name (for badge) Address Organization City State/Province Title Zip/Postal Code Country Spouse/Companion Information (if registering) Phone Fax Full Name Registration Payment Payment in full must accompany registration. Check enclosed (made payable to FFI drawn on a U.S. bank and in U.S. funds.) First name (for badge) Please charge my registration to my MasterCard Visa American Express Print name as it appears on your card Account # I authorize FFI to charge my credit card for the conference fees as indicated above. Expiration date Signature of cardholder Family Firm Institute 200 Lincoln Street, #201, Boston, MA USA Fax:

10 FAMILY FIRM INSTITUTE 200 Lincoln Street, #201 Boston, MA USA T F E SPONSORS EDUCATIONAL GRANT The Luck Companies Foundation SPEAKERS & SPONSORS RECEPTION The Doré Group FortunatoHutchinson THURSDAY KEYNOTE Bank of America, US Trust, and Merrill Lynch THURSDAY PRIVATE BREAKFAST Business Valuations, Ltd. CERTIFICATE BREAKFAST FFI Board of Directors KICK-OFF TO WASHINGTON DC McKenna Long & Aldridge LLP FRIDAY PRIVATE LUNCHEON Sheppard Mullin CLOSING KEYNOTE GenSpring Family Offices OPENING KEYNOTE BDO Continuity Family Business Consulting OPENING RECEPTION de Visscher & Co. Pitcairn THURSDAY PRIVATE LUNCHEON Moss Adams LLP HOSPITALITY Cortland Valuation Group, Inc. Histogen, Inc. DIGITAL Cambridge Advisors to Family Enterprise TrustedFamily HOTEL DOOR HANGERS New York Life LANYARDS University of Pittsburgh Institute for Entrepreneurial Excellence BEST UNPUBLISHED RESEARCH PAPER Instituut voor het Familiebedrijf BEST DOCTORAL DISSERTATION Relative Solutions BEST FBR ARTICLE Lansberg, Gersick & Associates LLC FBR OUTSTANDING REVIEWER Resource Management, Inc. FFI GEN SCHOLARSHIPS Business Families Foundation Crystal & Company de Visscher & Co. RESEARCH & EDUCATION SYMPOSIUM California State University San Marcos College of Business Administration SDSU College of Business Administration University of California San Diego University of San Diego School of Business Administration CETYS Universidad MEDIA SPONSORS HOTEL ROOM KEYS Farella Braun + Martel LLP

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