August 1-3, 2013
Omni Interlocken Hotel & Resort
Broomfield, Colorado


The Rendezvous is a premier event that offers one-of-a-kind learning and networking opportunities for PPI Members and non-members. The 2013 PPI Rendezvous brought together 180 individuals representing more than 20 disciplines and professions for two days of collaborative dialogue, keynotes, and breakout sessions centered on best practices for legacy families and families in business.

The 2013 event took place at the Omni Interlocken Resort & Spa in Broomfield, Colorado on August 1st – August 3rd, 2013. We offered multiple break-out sessions each day that were centered on a variety of topics that were chosen by Collaborators. These interactive sessions allowed participants to interact directly with the Thought Leaders and fellow Collaborators.

2013 Presenters

Courtney Pullen Thayer Willis Barb Culver Scott Farnsworth
Stephen Goldbart Joan DiFuria
Ryan Ponsford Stephen Goldbart, Ph.D. Joan DiFuria, MFT Ed Jacobson
Stephanie West Allen Paul Hood Gary Shunk Dan Guglielmo
Melissa Mitchell-Blitch Alison Moss Kristin Keffeler Jeanne Goussev
Kathleen Kingsbury Hartley Goldstone,
Arden O’Connor Bill Messinger
Amy Zehnder
Iris Wagner Carl Sheeler Emily Bouchard Amy Zehnder, PhD
Deborah Goldstein Tim Belber
Ian McDermott Deborah Goldstein Gena Rotstein Tim Belber, JD, AEP®
Mark Hartnett
Lisa Gray Moira Somers Susan Bradley Mark Hartnett, JD, CFP®, AEP®
Josh Patrick James Grubman Rick McDonald Gunther Weil, Ph.D.

2013 Rendezvous Keynotes

King McGlaughon

Trusted Advisors as Philanthropic Guides and Sustainers – An Expedition Worth Taking

James E. Hughes, Jr., Esq.

Will the Four Noble Professions Thrive? Survive? or Regenerate?  And What Will the Families They Serve Face in the Next Twenty Years?

Stephen G. Post, Ph.D.

Philanthropy and Flourishing: A New Science Perspective on the Giver’s Glow