San Diego Advisory CommitteeCarmen Bianchi, chair

Carmen Bianchi Family Business AssociatesArmando Alvarez Carmona

Alvarez Carmona y Asoc., S.C.Cynthia Bolker, New York LifeRobert Copeland, Sheppard MullinLee Duran, BDOCarolena Deutsch-GarciaMary Gust, Crystal & CompanyCarolyn Kling, Kling PartnersBruce Knowlton, Moss AdamsFran Lotery, Relative SolutionsGail Naughton, Histogen, Inc.Dan Palmer, US TrustPat Soldano, GenSpring Family OfficesMartin Staubus, Beyster Institute, UCSD Rady

School of ManagementWilliam Super, William Super CPAs and ConsultantsLucy van Buttlar, BBVA Compass

Program CommitteeLaurent Roux, chair

Gallatin Wealth Management LLCGlenn Ayres, Glenn Ayres and AssociatesCarmen Bianchi

Carmen Bianchi Family Business AssociatesTrish Reay, University of AlbertaJames Stewart, EFG International

San Diego Honorary CommitteeJonathan Fredricks, Welk ResortsDale Goss, Chef WorksDanny Gabriel, ColRichWilliam Kellogg, La Jolla Beach and Tennis ClubRussell Lewis, Rhino LiningsMike Olthoff, Nichols CorporationTim Schultz, Lundberg Family FarmsAnn Hunter Welborn, Hunter IndustriesCharles Wax, Waxie Sanitary SuppliesTom White, Haws Corporation

9:00 AM – 4:30 PM PRE-CONFERENCE SEMINARS

MAIN CONFERENCE BEGINS

6:00 PM OPENING KEYNOTE AND PLENARYRobert SapolskySponsors: BDO and Continuity Family

Business Consulting

7:30 PM OPENING RECEPTIONSponsors: deVisscher & Co and

Pitcairn

9:00 AM EDUCATIONAL SESSIONS

12:45 PM LUNCH

2:00 PM EDUCATIONAL SESSIONS

4:00 PM THURSDAY KEYNOTECatherine RivierSponsors: Bank of America, US Trust,

Merrill Lynch

5:30 PM ANNUAL MEETING

8:30 AM CERTIFICATE AWARDSBREAKFASTSponsor: FFI Board of Directors

10:00 AM EDUCATIONAL SESSIONS

Noon LUNCH

1:30 PM EDUCATIONAL SESSIONS

3:30 PM CLOSING KEYNOTEJoshua Cooper RamoSponsor: GenSpring Family Offices

KICKOFF TO WASHINGTON, DCSponsor: McKenna Long & Aldridge LLP

7:00 PM GALA AWARDS DINNERSan Diego Zoo

9:00 AM – 4:00 PMRESEARCH & EDUCATION SYMPOSIUM

KEYNOTEGail Naughton

HILTON SAN DIEGO RESORT & SPA1775 EAST MISSION BAY DRIVE

SAN DIEGO

Call 619.276.4010 to make hotel reservations.Mention group code “FAM” to get the conference rateor register online at www.ffi.org/hiltonmissionbay

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 commit-ment to the family enterprise field

� To network with premier professionals and academics in thefield — more than 400 registrants from around the world

� To participate in a conference that is the largest gatheringof these professionals in the world

� To interact with keynote and educational session presen-ters addressing the latest topics and research in the familyenterprise field

Click here to learn more

GEN 201: Family Enterprise Advising and Consulting:The action research model as applied to family enterpriseThis 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 scenarioFaculty: Cary Tutleman

GEN 202: Families of Wealth: A multidisciplinary approachParticipants 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 wealthFaculty: Dennis Jaffe

GEN 502: Family Governance in the Family Enterprise:A key structural element in family enterprise governanceThis course provides a foundation in and understanding of:� the nature of family enterprise governance, its core concepts and functions

� unique challenges and opportunities encountered by professionalsdeveloping 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 studiesFaculty: Peter Leach

GEN 503: The Professional’s Toolbox: The what, why,and how of assessments in family businessesThis 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 clientsFaculty: Denise Kenyon-Rouvinez

GEN 504: Philanthropy: More than moneyThis 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 studiesFaculty: James Coutré, Maya Prabhu

6:00 PM

OPENING KEYNOTE:Why Zebras Don’t Get Ulcers

Robert Sapolsky, author of the award-winning A Primate’s Memoir, recipient of aMacArthur “Genius” Fellowship, professor ofbiology and neurology at Stanford University,and a research associate with the Instituteof Primate Research at the National Museumof Kenya, draws on his many years as a fieldbiologist to explore the fascinating points ofintersection between primate behavior, stressand the dynamics of family enterprises.

Sponsors: BDO and Continuity FamilyBusiness Consulting

7:30PM

OPENING RECEPTIONPOOLSIDE at Hilton San Diego Resort & Spa

Sponsors: deVisscher & Co. and Pitcairn

GEN 201, 202 and 502 include online modules that must be completed in advance of the in-person seminar.

9:00AM-4:30PM

9:00AM

CONCURRENT EDUCATIONAL SESSIONS

Direct Investing by Family EnterprisesThis panel addresses the recent trend away from investing throughprivate equity funds and toward direct investing by families. Topics tobe covered include the sources of this trend, the benefits and risksof this approach to investing families, various legal and practicalimplications, the structure of direct investments and their tax andestate planning aspects.

Jared Kaplan, Mark Selinger, McDermott Will & EmeryDan Fireman, Fireman Capital Partners and The Fireman FamilyFoundation

Family Business Review Special Issue PanelThis panel discusses key concepts from the September 2013 FBRSpecial Issue on Advising Family Enterprise. Authors, practitioners,and the editors review recent scholarly research on the practice offamily enterprise advising and consulting.

W. Gibb Dyer, Brigham Young University, Jane Hilburt-Davis, KeyResources, Kelin Gersick, Lansberg, Gersick and Associates, LLC,Trish Reay, University of Alberta, Pramodita Sharma, FamilyBusiness Review

Privacy and Security in the Era of FATCA, Inter-GovernmentalExchange of Information and Elimination of Bank SecrecyThis panel discusses the challenges faced when one seeks tomaximize privacy in our new Flat World where information isexchanged regularly and instantaneously, and tax authoritiesincreasingly use banks as enforcement tools.

Jerry Gumpel, Sheppard Mullin, Francisco Moguel, Chevez RuizZamarripa y Cia

The Philanthropy Dilemma in Families in Business:A cross-cultural analysis of models and successful experiencesThis presentation addresses the dilemmas that families in businessencounter when engaging in philanthropy. Four models of familyphilanthropy are discussed: direct giving, foundation, business, andsocial enterprise. Successful real-world cases in each of thesecategories are presented, and tools and keys to success in helpingfamilies realize their full potential of family philanthropy are shared.

Neus Feliu, Lansberg, Gersick and Associates, LLCCarlos Trinchant, Grupo Arcano

The Transparency Myth in Family Enterprises: The bigreveal or less is moreTransparency is considered a best practice in decision-making inthe family business enterprise. Yet for other family non-financialdecisions, the need for complete transparency must be evaluated.This presentation utilizes case studies, family stories, a decision treetool, and interactive discussion to explore the emotional, legal andstrategic issues surrounding transparency.

David Berek, Handler Thayer, LLP, Christin Cardone McClave, UNIFICoaching, James Weiner, Inheriting Wisdom

11:00AM

CONCURRENT EDUCATIONAL SESSIONS

Addiction Science Meets Practice, or “Why Do They KeepDoing That?”The science of addiction has dramatically altered our view of thisdisease. Over the past two decades we have gone from primarily amoral and ethical model to recognition of addiction as a neuro-biological illness, setting the stage for the entire network of familyand professionals to engage and support strategies that result inbetter 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 FamilyEnterprisesLearn 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 CorporationModerator: Pascale Michaud, Business Families Foundation

Integrating Non-Family Executives into the Family BusinessThe session details a case study of the Clemens Family Corporation’sdecision to restructure from “family business” to “business family.”Two non-family executives provide practical guidelines to increase thesuccessful integration of non-family executives into a family business.

David Budnick, James Wood, The Clemens Family Corporation

The Landscape of Family Business: Practical applicationsfor ground-breaking family business researchThis session summarizes groundbreaking research about the “Land-scape of Family Business” published in the 25th Anniversary Editionof FBR. Advisors are asked to complete a questionnaire that helpsthem interpret how clients view their respective landscapes.

Keith Brigham, Texas Tech University, G. T. Lumpkin, SyracuseUniversity, Ritch Sorenson, University of St. Thomas, Andy Yu,University of Wisconsin-Whitewater

Mitigating the Risk of Nationalization of Family-OwnedBusinessesGiven the trend of populist governments in Latin America, nationaliza-tion is back on the rise. Family businesses are not immune. Thispresentation will be a live case with a family enterprise affected bynationalization with strategies and recommendations for successfullydealing with this phenomenon.

James Hoar, James Stewart, EFG International

Succession as Strategy Process and Strategy Practice:Three cross-cultural casesThis session focuses on resources applied in successful familybusiness succession. Cases from the United Kingdom, Germany,the US and/or China will be examined with an eye toward creatinga framework and toolbox for succession processes and strategypractices in resetting or constructing authority.

James Grady, PivotPoint Business Solutions, Victoria Grady,George Washington University, Gry Osnes, SuccessionConsult

12:45 PM LUNCH

2:00 PM

CONCURRENT EDUCATIONAL SESSIONS

The Family Vacation Home: Sun and storms aroundthe worldFor families throughout the world, the shared vacation home is bothdream and nightmare, as values of togetherness, legacy, and funface changing intergenerational dynamics, differing needs andvisions, operational choices, financial demands, and unclear gover-nance. This interactive discussion presents challenges in advisingfamily enterprises dealing with such conflicts and opportunities.

Lloyd Steier, University of Alberta, Blair Trippe, Continuity FamilyBusiness Consulting, John Wofford, Mediator and Arbitrator

Franchising and Family Business: A unique way to sustainlegacy and values while building a family enterpriseThough franchising is closely associated with contractual relationships,this panel seeks to demonstrate the importance of franchising forfamily business. Specifically, the presentation addresses how theability to develop and sustain multi-generational relationships as afamily business fosters a greater commitment to generating stronginterpersonal relationships with franchising partners.

Clint Bell, Mike Bell, KOA Campground San DiegoCarmen Bianchi, Carmen Bianchi Family Business AssociatesEstella Hadjis Ferrera, George Hadjis, Oggi’s Sports| Brewhouse|Pizza, Jessica Geiben Lynn, CFAR, Dianne H.B. Welsh, Universityof North Carolina at Greensboro

From Family Office Formation to Regulation: What are thekeys to family office success?A panel discussion that demystifies the establishment and operationof a family office, including ownership structures, setup andoperational costs, risk management, the implications of an evolvinglegal, regulatory and compliance landscape and the single familyoffice exemption.

Joe Field, Withers, David Guin, Justin Zamparelli, WithersBergman, Kirby Rosplock, GenSpring Family Offices

Planning for Continuity: Insights from practitioners onlegacy in a North Asian contextThis panel draws on extensive first-hand experience to present adiscussion of the concerns and issues characteristically encounteredamong North Asian client families. Topics to be addressed includehow those client families currently approach transition planning andthe 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 TableIn this session an attorney and a behavioral scientist examinedisruptions caused by the sudden death of an entrepreneur. What isthe role of family business advisors when entrepreneurs fail to developcomprehensive business continuity plans? Two case studies areexamined from legal and psychological perspectives.

Ellen Frankenberg, Frankenberg Group, Mark Oppenheimer,Bingham Greenebaum Doll, LLP

4:00 PM

KEYNOTERecognizing and Responding toStressors: How does our brain do it?Catherine Rivier, Professor Emerita,Clayton Foundation Laboratories for PeptideBiology, Salk Institute for Biological Studies

Sponsors: Bank of America, US Trust and Merrill Lynch

5:30 PM

ANNUAL MEETING

7:30 AM

LGBT (Lesbian, Gay, Bisexual, Transgender) Topics inFamily EnterpriseJohn 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: Combiningacademic excellence and practical relevanceWhile most family business centers originally focused on outreachactivities, more and more family business centers also focus on aca-demic research. This session explores the trend toward creating familybusiness centers with connections with family firms and owner families.

Leif Melin, Mattias Nordqvist, Jönköping InternationalBusiness School

Family Banks, Family Enterprises and FamilyEntrepreneurship

Customized family banks can be a powerful mechanism to developand inspire the next generation. This session brings together keyelements of next generation education and development, family andcorporate governance, special vehicles and investments, wealthstrategy, tax, and estate planning to explore the role of family banksin family enterprise and entrepreneurship.

Warner Babcock, AM Private Enterprises, Inc., Kirby Rosplock,GenSpring Family Offices

Family Secrets and Ghosts: Becoming a beacon of hopein the fogEven the most astute and thoughtful among us can lose sight of issueswhich, if unaddressed, threaten to destroy the stability of the familyenterprise. This interactive, case-focused presentation addresses “theghosts in the room” and secrets in the family which undermine legal,financial, family harmony, ownership and business considerations.

Gerard Donnellan, Brandeis University, Patricia Annino, PrinceLobel Tye, LLP

Legal Crisis Planning & Management for the FamilyEnterpriseThis presentation deploys vignettes to walk through events leading toa catastrophic legal event, taking participants through six personalcrisis scenarios involving family business members. Potentialconsequences, prevention tips, immediate response strategies,and damage control are discussed.

Michael Meeks, Louisiana State UniversityMichael Whitty, Vedder Price, P.C.

Transitions and Traditions: Succession, sustainability andthe family officeAlthough succession planning is widely discussed in a familybusiness context, there is little practical application of successionplanning in the family office realm. In this session, family officeprofessionals discuss the importance of leadership, ownership andmanagement succession and its implications for family officesustainability.

Thomas Carroll, Pat Soldano, GenSpring Family Offices

12:00 PM LUNCH

1:30 PM

CONCURRENT EDUCATIONAL SESSIONS

Families in Business: Keeping four unrelated familiestogether across three generationsHow does a family firm founded and owned by four families survivetwo generations and progress in its third generation? What are theroles of inter-family relationships, ethnicity, governance structuresand common purpose? This session addresses such questionsthrough a case study from Singapore.

Annie Koh, Wee-Liang Tan, Business Families Institute, SingaporeManagement University

Finding Inspiration in the Boardroom: How to see the familyenterprise in a new wayCreating a board that values differences in viewpoints is paramountin helping family enterprises find the inspiration to tackle thechallenges of their future with renewed energy and resilience. Learnhow to break the cycle of conformity that hinders many boards fromgetting to the next level in stewardship.

Debbie Bing, CFAR, Lansing Crane, Loyola University FamilyBusiness Center

Five Principles for Sustainable Financial Management ofFamily-Owned EnterprisesThis presentation seeks to distill and elaborate five essentialprinciples for successful financial management of the sustainablefamily-owned enterprise. Practical frameworks for effective decision-making are also discussed.

Ari Axelrod, Marion McCollom Hampton, Banyan FamilyBusiness Advisors

Train Your Emotions and Challenge Your ProfessionalGrowth with Interesting InsightsIt is perhaps not often that family business advisors leave their respec-tive “comfort zones” in an effort to understand client’s needs. This ses-sion pursues precisely that path in an experiential workshop designedto offer new professional insights and behaviors for those who want toexpand their range of emotions and challenge themselves professionally.

Francisco Javier Macias, EAE, Yolanda Mora, Hospital deSan Pau, Karin Schlanger, Brief Therapy Center

3:15 PM

CLOSING KEYNOTEGlobalization 3.0: The Rise of the Inside EconomyIn this keynote, Joshua Cooper Ramo willtrack the rise of the inside economy, where acompany’s ecosystem becomes inescapable,forcing out not only the competition but alsothe very need for a competitive market. FromChina to Amazon, Facebook, and Google,Ramo will reset your ideas about the global-ized age.

Sponsor: GenSpring Family Offices

KICK-OFF TO WASHINGTON DC:Sponsor: McKenna Long & Aldridge LLP

7:00 PM

Join colleagues and friends at theGala Awards Dinnerat 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 membershipassociation in the world, with more than 250,000 member

households and 130,000 childmemberships, representing more thana half million people. Dinner will be heldat the edge of the Elephant Odyssey,making this an evening to remember aswe honor distinguished award-winningcolleagues.

Attire? You guessed it!Wear your favorite animal print!

Presentations and presenters subject to change.

9:00AM

KEYNOTEReflections from a Former Dean:What works and what doesn’t whenintegrating family business research andeducation into a traditional B-SchoolGail Naughton served as dean of San Diego StateUniversity’s College of Business Administration until

2011. She is currently CEO and chairman of the board of Histogen Inc.,a regenerative medicine company, which she founded in 2007.

10:30 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, FBReditors and Guillermo Salazar, Practitioner Editorial Board

SESSION B Moderator, Jill Thomas, University of Adelaide

Family Business Succession Model: An extended exploratoryanalysis of factors impacting family business successionpreparednessThe most important factors to consider to ensure family businesstransition success, despite obstacles, continue to expand, asdemonstrated through this cutting-edge expansion of the FamilyBusiness Succession Model.

Brett Coffman, BB&T Wealth

Corporate Governance in Family Business: You’re kidding,right?This research explores how family businesses understandcorporate governance. Subsequently it details how corporategovernance can aid the succession process.

Anthony Devine, Northumbria University

NOON LUNCH PANEL

San Diego Research PanelHear more from family enterprise researchers at San Diego-areauniversities regarding their latest thinking.

Rajnandini Pillai, CSU San Marcos, Martin Staubus UCSD,Chamu Sundaramurthy, SDSUModerator, Carmen Bianchi, Carmen Bianchi Family BusinessAssociates

1:30PM CONCURRENT SESSIONS

SESSION A Moderator, Armando Alvarez, Alvarez Carmona yAsoc., S.C.

Family Business Centers: A new era?The number of family business centers around the world hasexploded during the last few years. Most centers originally focusedon outreach activities, but now more and more family business cen-ters seek to focus on academic research as well. Is this a new era?

Lief Melin, Mattias Nordqvist, Jonkoping International BusinessSchool

Center for the Formation and Investigation of FamilyBusinesses in Colombia: A case studyThis case study on a Colombian family business center in formationprovides information and a roadmap for impacting the entrepre-neurial structure of countries with emerging economies to helpfamily companies achieve higher levels of performance.

Juan Pablo Correales, Juan Guillermo Hoyos Diez,Universidad de la Sabana

Caribbean Family Business: Their voices on strategic andentrepreneurial imperativeIs there merit in the contention that aspects of the general character-izations of family businesses do not echo the “voices of theCaribbean family business entrepreneurs?” An examination of theimperative of Caribbean family businesses helps us to answer theseand other questions.

Lawrence Nicholson, Mona School of Business and Management

SESSION B Moderator, Isabel Botero, University of Kentucky

New Alternative for Investments in Family BusinessAlternative capital offers an alternative to classic bank financing. It isan example of a civil society project that can contribute to easingthe present economic crisis in Spain.

Eduardo Estevez, Family Business Association in Castilla y Leon

Long-lasting Family Business in MexicoIn 2012 Banamex and ProfitConsulting conducted a study of 80 long-lasting family businesses in Mexico. Firms with at least 50 years ofexistence and/or directed by a third generation family member. Thepurpose of the study was to identify the common factors of successor failure of these long-lasting firms.

Miguel Ramirez Barber, ProfitConsulting

Managing Intellectual Capital at the Family Firm: A casestudyThis case study based on Chilean family firms shows comparativedifferences as given intellectual capital in a company, and then givesrecommendations for the application in the family business.

Claudio Muller, University of Chile

3:30 CLOSING PLENARY

RESEARCH & EDUCATION SYMPOSIUM

SPEAKERS & SPONSORS RECEPTION

The Doré GroupFortunatoHutchinsonTHURSDAY KEYNOTE

Bank of America, US Trust, and Merrill LynchTHURSDAY PRIVATE BREAKFAST

Business Valuations, Ltd.CERTIFICATE BREAKFAST

FFI Board of DirectorsKICK-OFF TO WASHINGTON DC

McKenna Long & Aldridge LLPFRIDAY PRIVATE LUNCHEON

Sheppard MullinCLOSING KEYNOTE

GenSpring Family OfficesOPENING KEYNOTE

BDOContinuity Family Business ConsultingOPENING RECEPTION

de Visscher & Co.PitcairnTHURSDAY PRIVATE LUNCHEON

Moss Adams LLPHOSPITALITY

Cortland Valuation Group, Inc.Histogen, Inc.HOTEL ROOM KEYS

Farella Braun + Martel LLPHOTEL DOOR HANGERS

New York Life

LANYARDS

University of PittsburghInstitute for Entrepreneurial ExcellenceBEST UNPUBLISHED RESEARCH PAPER

Instituut voor het FamiliebedrijfBEST DOCTORAL DISSERTATION

Relative SolutionsBEST FBR ARTICLE

Lansberg, Gersick & Associates LLCFBR OUTSTANDING REVIEWER

Resource Management, Inc.FFI GEN SCHOLARSHIPS

Business Families FoundationCrystal & Companyde Visscher & Co.RESEARCH & EDUCATION SYMPOSIUM

California State University San Marcos College ofBusiness Administration

SDSU College of Business AdministrationUniversity of California San DiegoUniversity of San Diego School of Business

AdministrationCETYS Universidad

MEDIA SPONSORS

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FAMILY FIRM INSTITUTE200 Lincoln Street, #201Boston, MA 02111 USAT 617.482.3045 | F 617.482.3049E ffi@ffi.org www.ffi.org

Family Firm Institute 200 Lincoln Street, #201, Boston, MA 02111 USA617.482.3045 Fax: 617.482.3049 E-mail: ffi@ffi.org www.ffi.org

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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 berefunded 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.

Fees subject to change on August 30, 2013.Check the appropriate box(es) and enterthe total at the bottom.All fees are in U.S. dollars.MAIL: FFI, 200 Lincoln Street, #201,

Boston, MA 02111TEL: 617.482.3045FAX: 617.482.3049EMAIL: ffi@ffi.org

October 16–19, 2013Hilton San Diego Resort & Spa

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 502* Family Governance in the Family Enterprise: A key structural element in familyenterprise governance (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 conferenceor Friday rate

� Professional** $1280 $2300

� 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 (9AM – 4:00PM) $325

**If your organization is an organizational member of FFI,please contact the FFI office for organizational member rate. TOTAL

Main conference begins Wednesday at 6:00 PM and ends Friday at 5:00 PM.

Family Firm Institute 200 Lincoln Street, #201, Boston, MA 02111 USA617.482.3045 Fax: 617.482.3049 E-mail: ffi@ffi.org www.ffi.org

REGISTRATIONMEMBERS

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Registration PaymentPayment in full must accompany registration.

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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 502* Family Governance in the Family Enterprise: A key structural element in familyenterprise governance (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 conferenceor 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 (9:00AM–4:00PM) $325

**If your organization is an organizational member of FFI,please contact the FFI office for organizational member rate. TOTAL

Main conference begins Wednesday at 6:00 PM and ends Friday at 5:00 PM.

REGISTER NOW

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 berefunded 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.

Fees subject to change on August 30, 2013.Check the appropriate box(es) and enterthe total at the bottom.All fees are in U.S. dollars.MAIL: FFI, 200 Lincoln Street, #201,

Boston, MA 02111TEL: 617.482.3045FAX: 617.482.3049EMAIL: ffi@ffi.org

October 16–19, 2013Hilton San Diego Resort & Spa