20192019ConferenceConferencePresentersPresenters

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CRISTINA ALVARADO

ProgramProgramCommitteeCommittee

M A I N C O N F E R E N C E R E G I S T E R

S P O N S O R K I T H O T E L R E S E R V A T I O N S

Universidad Autónoma de Barcelona | Barcelona, Spain

Description

Cristina Alvarado is an expert family business consultant. Recently, she has started her academic careerdeveloping qualitative research in the field of family business and pursuing her doctorate in Psychology inUniversidad Autónoma de Barcelona. She also collaborates at universities as Universidad de Barcelonaand ESADE Business School.

PATRICIA ANNINORimon PC | Boston, MA, USA

Description

Patricia Annino is voted by her peers as a Best Lawyer in America (trust and estates). She has writtenseven books, including Women in Family Business: What Keeps You Up at Night? She is an ACTEC Fellow, amember of the BFF Board of Directors and a member of Indiana University Women’s PhilanthropyInstitute Advisory Board.

CLAUDIA BINZ ASTRACHANLucerne University of Applied Sciences and Arts | Lucerne, Switzerland

Description

Claudia Binz Astrachan is a researcher and lecturer at Lucerne University of Applied Sciences and Arts(HSLU). In her role as the head of the Family & Business program she has been working closely with Swissfamily businesses for the last decade. In addition to her role at HSLU, she acts as the head of thegovernance practice at Keyt Consulting, a family business consulting company, and serves as the chair forthe Special Interest Group ‘Family Business Research’ at the European Academy of Management(EURAM), and as the Doctoral and Faculty Consortium manager as well as the head of the Research andEducation Committee at the International Family Enterprise Research Academy (IFERA). Her scientificcontributions have been published in several peer-reviewed journals (including the Journal of FamilyBusiness Strategy and the Journal of Small Business Management), and she has (co-) authored severalpractice-oriented articles and research reports for the family business community (i.e., on family businessbranding, family business longevity, shared leadership).

METTE BALLARIOslo, Norway

Description

For 15 years, Mette has worked with owners and next-generation owners of family businesses. She worksas a special advisor to help families and their businesses achieve their strategic priorities and makesustainable improvements. Mette specializes in family business, consulting, mediation, coaching,succession, governance, ownership, wealth and family offices.

JOSH BARONBanyanGlobal Family Business Advisors | Boston, MA, USA

Description

Dr. Josh Baron is a co-founder and partner at BanyanGlobal. For the last decade, he has worked closelywith families who own assets together, such as operating companies, family foundations, and familyoffices. He is also an Adjunct Professor at Columbia Business School.

FABIAN BERNHARDEDHEC Business School | Paris, France

Description

Fabian Bernhard is an Associate Professor of Family Business and part of the Family Business Center atEDHEC Business School in Paris. He is a research fellow for family business at the University of Mannheimin Germany and previously at Stetson University in Florida. Equipped with the insights from his ownfamily’s business, Fabian Bernhard worked several years for a renowned financial consulting company inNew York. In his academic work he specializes in the emotional dynamics in family businesses, thepreparation of next generational leaders, and the psychological attachment to the family business. Hisarticles have been published in various academic and practitioner outlets as well as in the public media.Fabian Bernhard is a recipient of several honors and awards for his work on family businesses, such asthe best dissertation honorable mention by FFI. Since 2014 he has been serving on the editorial reviewboards of the Family Business Review (FBR) and the Journal of Family Business Strategy (JFBS). Since 2017he has been a member of the Board of Directors of FFI.

DEBORAH BINGCFAR, Inc. | Boston, MA, USA

Description

Debbie Bing is President of CFAR, a consulting firm celebrating 32 years of advising family businesses. Shehelps create leadership, strategic, and continuity plans that bridge family, business, and owner interests.Debbie serves on the FFI board, is an FFI Fellow, and holds the advanced certificate in Family Businessadvising.

ISABEL BOTEROStetson University | DeLand, FL, USA

Description

Professor Botero is an educator, researcher and consultant in the areas of management and familyenterprise. She obtained her Ph.D. from Michigan State University. Her areas of specialty include strategiccommunication processes, communication in and about family enterprises, influence processes inorganizations and next generation issues in family enterprises.

LINDA BOURNCrystal, Alliant Private Group | New York, NY, USA

Description

Linda Bourn leads the Family Enterprise Risk Practice of Crystal, The Private Client Group of Alliant. She isa Fellow of FFI and earned the GEN Advanced Certificate in Family Business Advising. She has an MBAfrom Babson College and a BA from California State University at Long Beach.

ISMAEL CALAKeynote

Description

Ismael Cala is a life and business strategist, best-selling author on leadership, entrepreneurship andpersonal development. He is ambassador to the concept of Corporate Happiness in Latin America.

He hosted “Cala,” a prime time show on CNN en Español, for more than 5 years, and The New York Timeshas referred to him as “the Latino Larry King”. Currently, Cala is considered to be one of the mostimportant journalists of the American continent, as his message about social entrepreneurship,mindfulness and wellbeing has impacted millions of people that follow his work through his books,seminars, workshops and conferences.

Cala has traveled more than 35 countries around the world and is the host of his own interview show“Cara a Cala,” broadcast through YouTube and affiliated TV channels. He also publishes a weekly columnin more than 50 newspapers and journals around Latin America and the United States. He’s the author ofeight bestsellers and coauthor of Beat the Curve with Brian Tracy.

Cala was born in Santiago de Cuba in 1969 and earned a bachelor’s degree in Art History at Universidadde Oriente – Santiago de Cuba. He graduated from York University’s School of Communication inToronto, Canada, and holds a Seneca diploma in Broadcasting – Television.

He has collaborated with great masters such as Deepak Chopra and John C. Maxwell and receivedpersonalized training from renowned international coaches such as Tony Robbins and Miguel Ruiz. He isPresident & Founder of Cala Enterprises Corporation and Ismael Cala Foundation.

ANDREA CALABRÒIPAG Family Business Institute (IFBI), IPAG Business School | Nice, France

Description

Andrea Calabrò is the Academic and Managing Director of the IPAG Family Business Institute (IFBI) andProfessor of Family Business & Entrepreneurship at IPAG Business School, Nice, France. He is currentlyGlobal Academic Director of the STEP (Successful Transgenerational Entrepreneurial Practices) Project. Hehas published journal articles on family firms, internationalization, and corporate governance in leadinginternational peer-reviewed journals such as: Strategic Management Journal, Entrepreneurship Theory &Practice, Corporate Governance: An International Review, Harvard Business Review (Case StudyCollection), Journal of Business Research, Journal of Business Ethics, International Journal ofManagement Reviews, Family Business Review, Journal of Small Business Management.

JEREMY CHENGThe Chinese University of Hong Kong | Hong Kong, China

Description

Jeremy Cheng is Founder of GEN+ Family Business Advisory and Research in Hong Kong. He was affiliatedwith leading family business research centers in Asia, with a focus on organizing events and programs forfamilies in business and their advisors. He is the chair of FFI’s Asian Circle, and a member of the surveycommittee of STEP Project.

JAMES COUTREFidelity Family Office Services | Boston, MA, USA

Description

James Coutre oversees Fidelity Family Office Services’ Insights & Connections program, which providesfamily offices and wealthy families with thought leadership, referrals to industry experts and access topeer networking. He is a faculty member for GEN 504: Philanthropy and the Family Enterprise.

JONATHAN CRYSTALCrystal, Alliant Private Group | New York, NY, USA

Description

Jonathan Crystal is an Executive Vice President at Crystal, The Private Client Group of Alliant. He graduatedcum laude with his Bachelor of Arts from the Woodrow Wilson School of Public & International Affairs atPrinceton University and with a certificate from the Program in Latin American Studies.

KYLE DANNERFamily Business Advisor, KD1 LLC | Kansas City, MO, USA

Description

Kyle Danner holds a Masters in Counseling from the University of Missouri-Kansas City, a Certificate inFamily Business Advising from the Family Firm Institute, and the Certified Exit Planning Advisor (CEPA)

designation from the Exit Planning Institute. Kyle operates a consulting practice advising family-ownedbusinesses on succession and transition planning.

ANTHONY DEVINEUniversity of Northumbria | Newcastle, England

Description

Anthony Devine, PhD, is at the University of Northumbria, Newcastle, England. He teaches at both theundergraduate and postgraduate levels with a focus on financial and management accounting, corporategovernance, ethics and family business.

NICHOLAS DI LORETOBanyanGlobal Family Business Advisors | Boston, MA, USA

Description

Nick Di Loreto is a Principal at BanyanGlobal. For the better part of the last decade, he has counseledclient families in North America, Asia, Europe, and the Middle East on governance, owner development,shared family properties, and business strategy issues.

KIMBERLY EDDLESTONNortheastern University | Boston, MA, USA

Description

Professor Eddleston received her Ph.D. from the University of Connecticut and from Cornell Universityand Group ESSEC. Her research focuses on family businesses and the careers of entrepreneurs, andexplores how the family can be a resource/constraint to the family business and how family businessescan remain innovative.

ROSS ELLENHORNEllenhorn, LLC | Arlington, MA, USA

Description

Ross Ellenhorn, PhD, is trained as a sociologist, psychotherapist and social worker. Dedicated to the workof helping individuals remain outside of institutional settings despite their mental health and addictionissues, Ross is Founder/CEO of the Ellenhorn program in Arlington, MA, and President of the Associationfor Community Integration Programs.

PETER ENGLISCHPwC Germany | Essen, Germany

Description

An experienced assurance and business advisory partner, Peter has served family-owned business clientsfor over 20 years. He founded the NextGen Academy, a global program for young successors, andregularly authors publications about family business and leading annual and other market surveys.Currently Global Leader for Family Business at PwC.

PABLO AURE FARIÑEZExaudi Family Business Consulting | Valencia, Venezuela

Description

Pablo Aure is an expert in the design and implementation of family councils and boards of directors andin handling family dynamics in both family and corporate environments, especially in the context ofchanges and new ventures. He is a lecturer and author in the field of family business in Latin America.

DINA FRIEDMANWealth Manager, JP Morgan Private Bank | New York, NY, USA

Description

Dina Friedman is a Managing Director at JP Morgan. Ms. Friedman, a member of the Wealth AdvisoryGroup, works with clients of the firm’s Private Bank and their advisors to develop and implement estateplans, asset protection, charitable planning, and wealth transfer solutions. B.S. Brooklyn College and J.D.Yale.

KELIN GERSICKLansberg, Gersick & Associates | New Haven, CT, USA

Description

Kelin Gersick is a Lecturer in Psychiatry at Yale Medical School, Professor Emeritus at the California Schoolof Professional Psychology, and co-founder of Lansberg, Gersick & Associates. Kelin’s many publicationsinclude Generation to Generation: Life Cycles of the Family Business and Generations of Giving: Leadership andContinuity in Family Foundations.

JAMES GRUBMANFamily Wealth Consulting | Boston, MA, USA

Description

Dr. Jim Grubman is a consultant to multigenerational families and their advisors about the issues thatarise around wealth. He helps families establish healthy patterns of communication, governance, andparenting for succeeding generations. He is the author of the renowned book, Strangers in Paradise: HowFamilies Adapt to Wealth Across Generations, and co-author (with Dennis T. Jaffe, PhD) of Cross Cultures: HowGlobal Families Navigate Change Across Generations. He has been published widely and quoted extensivelyby The Wall Street Journal, The New York Times, CNBC, and other media, including Malcolm Gladwell’s 2013book, David and Goliath: Underdogs, Misfits, and the Art of Battling Giants. Dr. Grubman holds Fellow status inthe Family Firm Institute and the Purposeful Planning Institute, and he has been a member of several USand international estate planning organizations. He maintains specialty interests in neuropsychology andlegal issues impacting wealth management. His global consulting practice, Family Wealth Consulting, isbased in Massachusetts, USA.

ANDREW HIERCambridge Family Enterprise Group | Cambridge, MA, USA

Description

Andrew Hier is a senior advisor and partner at Cambridge Advisors to Family Enterprise, a highlyspecialized international advisory firm serving family enterprises. He is a fellow at Cambridge Institute for

Family Enterprise, a leading education and research institute dedicated to the significant issues familyenterprises face. Both organizations comprise Cambridge Family Enterprise Group, a global organization,founded in 1989, devoted to helping families achieve multigenerational success for their families,enterprises, and financial wealth.

Mr. Hier is an internationally recognized expert and trusted advisor to multigenerational familyenterprises. Since 2003, he has advised family-owned businesses around the world on strategies forgrowing and passing their enterprises to the next generation. His areas of focus include ownership issues;family and business governance; succession planning; performance evaluations of family employees; andfamily communication. He is a globally recognized expert on the ownership dimension of familyenterprises, which encompasses ownership strategies, trust and estate planning, shareholderagreements, the owners’ council, shareholder unity, and preparing the next generation to serve aseffective owners.

Mr. Hier frequently teaches around the world at conferences, education programs, and private familymeetings. He lectures on the topics of family business dynamics, family governance, creating an effectiveboard of directors, improving family communication, family business succession planning, anddeveloping a family’s core values, mission, and vision statements. He is chair of the Preparing Owners ofa Family Business program, and teaches in the Building a Worldclass Board for the Family Enterpriseprogram at the Cambridge Institute for Family Enterprise. He is a facilitator in two programs at the MITSloan School of Management: The Future Family Enterprise program for post-founder families, and theFounder to Family program for founders and the second generation. For several years, Mr. Hier served asa facilitator and guest lecturer at Harvard Business School’s Families in Business program.

Mr. Hier has authored important works on the unique ownership challenges of family enterprises. Herecently authored, with Professor John Davis, a chapter on “Family Unity: What Is It, Why Is It Vital, andHow to Achieve It” in the book Wealth of Wisdom (Wiley, 2018). He is co-author of the forthcoming bookUnderstanding the Power of Ownership: A Guide to the Responsibilities and Rights of Family EnterpriseOwnership (Cambridge Institute for Family Enterprise, to be published soon). He authored the articles“Key Diagnostic Parameters for Family Enterprise Functionality” (The Family Firm Institute Practitioner,2015) and “Developing an Ownership Strategy” (Cambridge Institute for Family Enterprise). Mr. Hier isactive in The Family Firm Institute (FFI), the preeminent association for family enterprise professionals,and served as co-chair of the 2014 FFI Global Conference in Washington D.C.

Earlier in his career, Mr. Hier was CEO of Bennett and Co., then one of the world’s largest privately heldintimate apparel companies. Prior to this, he practiced law for 15 years, most recently as a partner in aBoston law firm and earlier as an assistant district attorney in Massachusetts.

Mr. Hier earned his J.D. from Harvard Law School and his B.A. in Philosophy and Economics from HarvardCollege. He is fluent in English and conversant in French.

DENNIS JAFFEWise Counsel Research | San Francisco, CA, USA

Description

Dr. Jaffe is research associate at Wise Counsel Research and author of Cross Cultures: How Global FamiliesNegotiate Change Across Generations (with James Grubman), Stewardship in your Family Enterprise, andWorking with the Ones You Love. His research on 100-year family enterprises will be published this year byBloomberg Press.

ROLAND KIDWELLFlorida Atlantic University | Boca Raton, FL, USA

Description

Professor Kidwell is the DeSantis Distinguished Professor of Management and Entrepreneurship atFlorida Atlantic University. His teaching, research and outreach efforts focus on entrepreneurship, familyfirms, franchising and deviant/dysfunctional behavior in organizations.

ANN KINKADELucid Legacy | Madison, WI, USA

Description

Ann Kinkade brings three decades of business experience, working exclusively with family enterprises asa chosen vocation for the last two decades. Through her firm Lucid Legacy, she works with individuals andfamilies to develop clarity and alignment, thereby supporting desired positive intentions and actions forthem and their enterprises.

THOMAS KOCH

Professor of Pediatric Neurology, Division Chief, Medical University of South Carolina |Charleston, SC, USA

Description

Thomas Koch earned his Medical Doctorate at the University of California, San Diego. He currently isDivision Chief of Pediatric Neurology at the Medical University of South Carolina. He has been very activewithin the American Academy of Pediatrics and has been an active speaker at numerous nationalconventions.

RANIA LABAKIEDHEC Business School | Roubaix, France

Description

Rania Labaki is FFI Fellow, Associate Professor of Management at EDHEC Business School and Director ofthe EDHEC Family Business Centre. She served as Programme Committee member for the FFI 2017Conference and was awarded by FFI for the Best Unpublished Paper and the Best Family Business ReviewArticle.

ROB LANGDONInvestment Specialist, JP Morgan Private Bank | New York, NY, USA

Description

Rob Langdon is an Investment Specialist at JP Morgan, where he provides investment advice across assetclasses to individuals, families, foundations, and endowments. Rob has been involved in the responsibleand impact investing space for several years focusing on ESG investing. B.A. UNC Chapel Hill and MBAUniversity of Virginia.

EDWIN LEVINEllenhorn, LLC | South Burlington, VT, USA

Description

Ed Levin, MS, LICSW has been involved with mental health treatment programs in leadership, marketing,and clinical positions for almost 50 years. His experience in business development and clinical workequips him to be a trusted resource to programs and families when serious mental illness is the focus.

LOUISE LEVINLouise Levin Associates/Screaming Non Sequitur Productions | Greens Farms, CT, USA

Description

Louise Levin, a solo, trauma trained marriage and family therapist, has been in practice for 18 years witha focus on high net worth individuals/families, and young entrepreneurs. Levin is the author of, Solo, TheNew Coming Out and is the mother of boy girl, solo entrepreneurial twins.

FRANCESCO LOMBARDOVeritage Family Office | Vancouver, British Columbia, Canada

Description

Francesco Lombardo is a trusted advisor with over twenty years of experience with some of the world’smost successful and affluent families. He is the founder of Veritage Family Office and author of severalbooks, including Safe Space: Governance in action.

DANIEL LORENZOUniversity of Cadiz | Cadiz, Spain

Description

Daniel Lorenzo. Associate professor of Management at the University of Cádiz, Spain, and also holds theSantander Family Business Chair, since 2004. Published papers in International Small Business Journal,The Practitioner, Harvard Deusto Business Review and European Journal of Family Business. Ph.D.extraordinary award of the Faculty of Economics and Management at the University of Cádiz.

GREG MCCANNMcCann & Associates | DeLand, FL, USA

Description

As an author, educator, coach, consultant, and speaker, Greg McCann works with family enterprises inthe areas of leadership, succession, communication, conflict resolution, and with a special emphasis onhelping the next generation succeed in their careers and lives through his boutique firm McCann andAssociates.

NATALIE MCVEIGHEisnerAmper | Iselin, NJ, USA

Description

Natalie is Director, Center for Family Business Excellence at EisnerAmper. She is a Certified ProfessionalCoach who facilitates conversations and growth. She has earned additional certifications in personalityand preference assessments that help her clients build their communication repertoire and humancapital, and implement other strategies to strengthen their families.

JEAN MEEKS-KOCHFamily Business Consulting Group | Mount Pleasant, SC, USA

Description

Jean Meeks-Koch is a leader in organization design, behavioral dynamics, talent management and humanresources. Jean collaborates with families to look beyond the immediate pressing issues and look out intothe next generational horizon. Jean uses design thinking as a methodology to solve complex problemsand find desirable solutions.

ANNELEEN MICHIELSHasselt University | Hasselt, Belgium

Description

Anneleen Michiels is currently assistant professor of finance and family business at the Research Centerfor Entrepreneurship and Family firms at Hasselt University in Belgium, where she teaches at theundergraduate, postgraduate and executive levels. She obtained her PhD from Hasselt University in 2012and has been full time faculty at HU Brussels (Belgium) and KU Leuven (Belgium) and a visiting scholar atStetson University (Fl, USA), Florida Atlantic University (Fl, USA), Grand Valley State University (Mi, USA)and Adelaide Business School (Australia). She is currently servicing EURAM as chair-elect for the FamilyBusiness Research Strategic Interest Group and is a member of IFERA’s Education & ProfessionalDevelopment Committee and an editorial board member for the Journal of Family Business Strategy. Herresearch interests span a wide range of topics at the intersection of finance, governance and HRM in thecontext of family businesses. She has shared her research findings in peer-reviewed journals such as theFamily Business Review, Small Business Economics and the Journal of Family Business Strategy, but alsoin several practice-oriented magazines.

GREG OWEN-BOGERTurpin Communication | Chicago, IL, USA

Description

Greg Owen-Boger is the Vice President of Turpin Communication, a business communication training firmin Chicago. Over the years he has coached countless employees and leaders, including FFI GEN Faculty, tobe more effective presenters, facilitators, and trainers. He holds the Bates ExPI (Executive Presence Index)Coaching Certification.

Greg is a frequent blogger, popular speaker, and the co-author of two books: The Orderly Conversation:Business Presentations Redefined, and Effective SMEs: A Trainer’s Guide for Helping Subject MatterExperts Facilitate Learning.

In his spare time, he is the Executive Director of Turpin Cares, NFP, which provides food, hygiene, andcomfort items to the homeless on Chicago’s south side. He started life as an actor.

MARÍA JOSÉ PARADAESADE Business School | Barcelona, Spain

Description

Dr. María José Parada is a faculty member at the Strategy and General Management Department and Co-director of the MBA Family Business Lab at ESADE. She earned her PhD from Jönköping InternationalBusiness School and from ESADE. Dr. Parada is Visiting Researcher at the INSEAD Global LeadershipCenter, France, and at HEC, Paris, as well as an FFI Fellow and Advanced Family Business Advisingcertificate holder.

TORSTEN M. PIEPERUniversity of North Carolina at Charlotte | Charlotte, NC, USA

Description

Torsten M. Pieper is Associate Professor of Management in the Belk College of Business at The Universityof North Carolina at Charlotte. Before joining UNC Charlotte, Dr. Pieper was an associate professor atKennesaw State University where he was Academic Director of the DBA Program and Research Director forthe Cox Family Enterprise Center. Dr. Pieper is President of the International Family Enterprise ResearchAcademy (IFERA), the largest network association of family business researchers in the world, and Editor-in-Chief of the Elsevier title Journal of Family Business Strategy (JFBS), one of only two impact-factoredjournals dedicated entirely to the scientific study of family businesses (JFBS 2017 Impact Factor: 2.605).His research and writings have been recognized with several international awards. He is a frequentspeaker to professional and industry associations on the topics of family business cohesion, strategy andgovernance. Dr. Pieper earned his two Master of Science degrees from Saarland University (Germany)and EM LYON Business School (France), and a Doctorate from EBS University of Business and Law inOestrich-Winkel (Germany).

MAYA PRABHUManaging Director, JP Morgan Private Bank | London, England

Description

Maya leads the Wealth Advisory practice for Europe, Middle East and Africa (EMEA) and is a member ofthe Private Bank’s Operating Committee for EMEA. As a specialist advisor, she advises families onstrategies to plan for and support the harmonious transition of their family wealth and family businessesto the next generation. Her areas of focus include developing family governance and communicationstrategies, next generation engagement and development, establishing family offices and in crafting

effective and rewarding philanthropy strategies. Maya has worked with families around the worldespecially the UK, Middle East and Asia.

Prior to joining JP Morgan in 2018, Maya worked at Coutts & Co London for over 10 years as a specialistadvisor and where she most recently led Wealth Advisory Services.

Maya holds practicing certificates in Family Business Advising and Family Wealth Advising from the FamilyFirm Institute (Boston, USA), a Certificate in Executive Coaching from the Henley Business School(University of Reading) and is an accredited mediator from Regents University. She is a member of theteaching faculty for the Family Firm Institute’s GEN courses and for the Society of Trust and EstatePractitioner’s Professional Postgraduate Diploma in Private Wealth Advising. She has also guest lecturedfor the Wealth Management Institute, Singapore. Maya serves on the Board of the London MusicalTheatre Orchestra and volunteers as a community mediator.

JON QUINNRockefeller Philanthropy Advisors | Chicago, IL, USA

Description

Jon joined Rockefeller Philanthropy Advisors in May 2014 and is based in the Chicago office. He workswith individual, family, institutional, and corporate donors across the Midwest, around the country, andaround the world. In his time at RPA he has worked with a number of donors on climate change andenvironmental conservation; supported the work of foundations re-tooling strategy in post-bankruptcyDetroit; helped a family foundation in Chicago design a strategy to support the city’s infrastructure ofsmall and mid-sized theaters; worked on a team assessing a foundation’s internal staffing structure with afocus on diversity, equity, and inclusion; and assisted a multinational company develop partnerships withorganizations around the country that help young people access higher education.

BORJA RAVENTÓSCordoníu Raventós | Barcelona, Spain

Description

Borja Raventós is a consultant and coach to business families. He is on the Board of Directors of FFI. Healso works at IESE Business School and is a 16th generation shareholder of Cordoníu Raventós, where hehas been on the Board of Directors for over 8 years.

MARK REMBERTCFAR, Inc. | Boston, MA, USA

Description

Mark Rembert, PhD, is a Manager at CFAR and is an applied economist. Mark combines experienceleading crisis driven innovation and expertise in empirical analysis and data science to support CFAR’sclients in developing and executing innovative strategies, engaging critical stakeholders and navigating thecomplexities of change.

PAULA RINCÓNExaudi Family Business Consulting | Bogota, Columbia

Description

Paula Rincón. Expert on the guidance of family business dynamics during conflict resolution andnegotiation processes, as well as on the creation of family and business strategies for legacy transmission.She is a clinical psychologist, trained in negotiation at the Harvard Law School. Credited with the FamilyBusiness Advisor from the Family Firm Institute (FFI).

KIRBY ROSPLOCKTamarind Partners | Palm Beach Gardens, FL, USA

Description

Kirby Rosplock, FFI Fellow, is founder and principal of Tamarind Partners, Inc., in Florida and is arecognized researcher, innovator, adviser, author and speaker in the field. She is the author of TheComplete Family Office Handbook. She is a faculty member for GEN 502: Governance in the FamilyEnterprise.

CARLO SALVATOBocconi University | Milan, Italy

Description

Carlo Salvato is a full professor of strategic management, entrepreneurship, and family business strategyat Bocconi University in Milan, Italy, where he is the Director of the CLEAM undergraduate program inManagement. He obtained a PhD in business administration and management from Bocconi Universityand a PhD in entrepreneurship and management from Jönköping International Business School, Sweden.His current research focus is on organizational capabilities, with an empirical focus on family firms. He isthe former Chair of the Entrepreneurship Division of the Academy of Management, a former associateeditor of the Family Business Review, and the current Vice Chair of the Board of Directors of the FamilyFirm Institute.

GUILLERMO SALAZARExaudi Family Business Consulting | Cypress, TX, USA

Description

Guillermo Salazar. Family Business Consultant FFI Fellow and Advance Certificate in Family BusinessAdvising. FFI International Award (2015). Co-founder of the VSG Iberoamérica. In 2010, he foundedExaudi Family Business Consulting with offices in the US, Spain and Latin America. He has been amember of the FFI Board of Directors and professor of GEN in Spanish.

BRETT SCOLAPitcairn | McLean, VA, USA

Description

Brett Scola, CPA/PFS, CFP® is Managing Director at Pitcairn. Brett advises families and single familyoffices on a range of complex wealth issues including planning, taxes, investments, and fiduciary matters.Brett has worked in the professional and financial services field for over 20 years, advising families,individuals and privately-owned businesses.

TODD SMITHCFAR, Inc. | Boston, MA, USA

Description

Todd Smith is a Senior Consultant at CFAR and has worked extensively with families over the years in theareas of governance, education, strategy, and communication improvement. In addition, he has workedwithin family-owned businesses on areas such as strategy, process improvement and organizationalalignment.

HANK SNYDERSenior Banker, JP Morgan Private Bank | New York, NY, USA

Description

Hank Snyder is an Executive Director advising complex multigenerational families, individuals,entrepreneurs, public and private company executives, philanthropists, and related trusts andfoundations. Hank focuses, in part, on ESG investing, and represents environmental foundations andenvironmental philanthropists. Hank specializes in complex multi-generation trusts. B.A. UPenn and J.D.UConn Law School.

LAURI UNIONBabson College | Wellesley, MA USA

Description

Lauri has extensive experience both in family business leadership and entrepreneurship throughorganizational transformation. At age 27, she became President/CEO of her family business, UnionCorrugating, a deeply troubled manufacturer of building products. She grew the company and remainedon the board after a private equity sale. She earned her BA in Economics at Princeton University and herMBA at Harvard.

ALFREDO VALENTINOESCE International Business School | Paris, France

Description

Alfredo Valentino is associate professor in International Business at ESCE International Business School inParis. He obtained his Ph.D. in Management from Luiss Guido Carli University in Italy. He has experience

in teaching graduate, undergraduate and post-graduate courses. His research interests include familyfirms internationalization, Headquarter-Subsidiary relations, location and relocation decisions ofmultinational enterprises, and internal and external embeddedness of subsidiaries. His work has beenpublished in major journal of International Business such as Journal of World Business and InternationalBusiness Review. He is also part of the STEP project as global research champion.

JOSÉ ÁNGEL VÁZQUEZUniversidad de Monterrey | San Pedro Garza Garcia, N.L., Mexico

Description

José Ángel Vázquez. PhD in Economics and Business from the Ramón Llull University in Barcelona, Spain.Director of the Family Business Center of the University of Monterrey. He has published two researchbooks related to the family business. He is the founder of the Family Business Researchers Network inMexico.

SOFÍA VOLLMERTrusted Family | Brussels, Belgium

Description

Sofia Vollmer is responsible for Client Success at Trusted Family, the leading digital platform for familyoffices and family businesses. Based in Belgium, Sofia works globally with family shareholders, theirboards and their advisors in providing tailored digital solutions. Sofia is a sixth-generation member froma Venezuelan family business. Prior to joining Trusted Family, Sofia managed digital security programs inAfrica and the Middle East for the European Union. She holds a Masters’ in International Security fromSciences Po, in Paris (France).

JAMIE WEINERInheriting Wisdom | Chicago, IL, USA

Description

Dr. James Weiner, Wealth Whisperer™, co-author of The Legacy Conversation, and co-founder at InheritingWisdom, assists families and advisors in navigating the intangible complexities associated with money

and wealth. Dr. Weiner, FFI Fellow, former board member and chair of the Practitioner’s editorial board,is researching the “Land of Giants.”

SUSAN WEINSTOCKAARP | Washington, D.C., USA

Description

Susan Weinstock, vice president of financial resilience, is responsible for the overall strategic direction ofAARP programs and education competencies to improve the financial security of persons age 50 andolder. Susan has more than 20 years of advocacy, communications, research, grassroots and legislativeexperience. Prior to AARP, she was director of the office of consumer policy at the US TreasuryDepartment.

CALEB WHITECFAR, Inc. | Boston, MA, USA

Description

Caleb White is a Principal at CFAR and specializes in the complex strategic and operational issues facingtoday’s family organizations. He draws on his experience in both privately-held and large publiccompanies and is particularly attuned to high stakes shareholder issues and complex multi-generationalfamily business dynamics.

MARTA WIDZIMD | Lausanne, Switzerland

Description

Marta Widz is a researcher, conference speaker, writer and advisor in the field of family business. Sheearned a Doctor oeconomicae from the leading Center for Family Business at the University of St. Gallen(CFB-HSG), Switzerland. Dr. Widz is a Research Fellow at the Global Family Business Center at IMD inLausanne, Switzerland, and an academic lecturer at various universities in Switzerland.

KATHY WISEMANWorking Systems, Inc. | Washington, DC, USA

Description

Kathy Wiseman, Bowen Family Systems Theory expert and President of Working Systems in WashingtonDC, helps families make effective decisions when stakes are high and emotions cloud possible options. Afounding member, former president, and Fellow of FFI, she has a University of Pennsylvania BA andGeorge Washington University MBA.

JACK WOFFORDMediator and Arbitrator | Cambridge, MA, USA

Description

Jack Wofford, mediator, facilitator and arbitrator based in Cambridge, Massachusetts, has mediated over500 matters, including extensive experience helping family enterprises manage conflict. A Fellow andformer board member of FFI, he graduated from Harvard College, Harvard Law School, and OxfordUniversity, where he was a Rhodes Scholar.