Omni Interlocken Hotel & Resort
Broomfield, Colorado 80021
The Rendezvous is a premier event that offers one-of-a-kind learning and networking opportunities for PPI Members & guests. This event brought together professionals representing more than 20 disciplines for two days of collaborative dialogue, keynotes, and breakout sessions centered on best practices for legacy families and families in business.
Robert A. Emmons, PhD
Stacy Allred, MST
Stephen Goldbart, Ph.D.
Joan DiFuria, MFT
Gunther M. Weil, Ph.D
Matthew Wesley, JD, MDiv
Daniel P. Felix, JD
Melissa Mitchell-Blitch, LPC, CPA
Dennis Jaffe, PhD
Tim Belber, JD, AEP®
Phil Cubeta, MSFS, CLU®, ChFC®, CAP®
Mary K. Duke, JD
Karen Laprade, FEA
Danielle Oristian York
James Grubman, Ph.D
Mary K Duke, JD
Dennis T. Jaffe, Ph.D
Kathleen M. Rehl, PhD, CFP®, CFT™
Daniel P. Felix, J.D
Amy Zehnder, PhD
Peggy F. Frye, CFP®
Valerie Galinskaya, MBA
S. Mark Alton, CFP®
Alison Comstock Moss
Katie Greenman M.A.
Judi Cunningham MA, FEA
Brian Patrick Donaghy
2016 Rendezvous Keynotes
Robert A. Emmons, PhD
Professor of Psychology, Univ. of California, Davis
Gratitude Works! How Gratitude Heals, Energizes, and Transforms Lives and Workplaces
2016 Fred Talks
Getting Families in Crisis Unstuck: Can Advisors Make Meaningful Change with Resistant Families?
Later Life Love and Money: How Do Widows Navigate Romance and Finance?
Family Values as Strange Attractors: A Chaos Theory Model of Family Culture (or How I learned to embrace chaos and enjoy the ride)
How to Enhance Client Retention by Understanding How Millennials Engage Differently with Technology
Why Does our Family Business Need a Strategy and Plan for Leadership Development?
2016 Rendezvous Sponsors
What Participants are Saying
“The PPI Rendezvous is my one gotta-go-to gathering. I refrained from calling it a conference because while best practices and other valuable information are shared, the most enriching aspect of the Rendezvous is connecting with like-minded, like-hearted, and like-passioned others, who practice varying disciplines and all feel called to work with families of wealth in matters well beyond the numbers and financial wealth.
Many people talk about collaboration, yet few of us truly engage this value-added approach to our work. The Rendezvous is a place to explore how to come together more — and to practice that while at the Rendezvous! You’ll leave inspired and energized.”
– Melissa Mitchell-Blitch, Legacy Consultant & President at Eredita, LLC
“Why come to the Rendezvous? I have attended every Rendezvous and each has been the highlight of my professional year. This gathering has been far and away the best professional conference series I have attended. The Rendezvous is an extraordinary offering filled with remarkable people, a spirit of generosity and creativity, and remarkable content that gets to the heart of truly purposeful work.”
– Matthew Wesley, JD, MDiv., The Wesley Group