August 5-7, 2015
Omni Interlocken Hotel & Resort
Broomfield, Colorado

The theme for this year’s event was The Journey to Mastery and throughout the event we addressed the importance of the beginner’s mind and allowing yourself to be open to continual learning and growth in the ongoing journey to mastery.

The 2015 Rendezvous brought together nearly 200 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.

agenda

2015 Presenters

Bronfman Stephen Goldbart
James E. Hughes, Jr. Joanie Bronfman, PhD Stacy Allred, MST Stephen Goldbart, Ph.D.
Joan DiFuria Goldstone John Stanley James Thomas
Joan DiFuria, MFT Hartley Goldstone,
JD, MBA
John Stanley James F Thomas Jr. CFP®, CLU, ChFC
Daniel Felix Neesa Sweet Arielle Nobile
Daniel P. Felix, JD Neesa Sweet, PACT Arielle Nóbile Melissa Hoyer, CFP®, CPCC
Joshua Nacht Dennis Jaffe Andrew Pitcairn Terri Finney
Joshua Nacht Dennis Jaffe, PhD Andrew Pitcairn Jack Beauregard
Tim Belber Laprade
Tim Belber, JD, AEP® Phil Cubeta, MSFS, CLU®, ChFC®, CAP® Steven Meyers, PhD Karen Laprade, FEA
Harrison Richard Harris
Dr. James Weiner & Dr. Carolyn Friend Kyle Harrison, CFA, FEA Richard Harris, CLU, AEP, TEP
Mary K Duke Mark Hartnett Kathleen M. Rehl Nathan Dungan
Mary K Duke, JD Mark Hartnett, JD, CFP®, AEP® Kathleen M. Rehl, PhD, CFP®, CFT™ Nathan Dungan
Mariana Martinez
Mariana Martinez, PsyD Elaine King, CFP® Myra Salzer, CFP® & Rob Gordon
Karen McNeill Amy Zehnder Justin T. Miller Deborah Goldstein
Karen McNeill Amy Zehnder, PhD Justin T. Miller, J.D., LL.M., TEP, CFP Deborah Goldstein
Cathy Carroll Rodney Zeeb Joe Paul Terri Finney
Cathy Carroll, MBA, ACC Rodney Zeeb Joe Paul Terri Finney, Psy.D

2015 Rendezvous Keynotes

Ian McDermott
Developing an Innovation Mindset as a Prerequisite to Mastery
Matthew Wesley
Upshift: Unleashing the Transformative Power of Family Culture

2015 Rendezvous Sponsors