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.

2016 Presenters

Robert A. Emmons, PhD

Robert A. Emmons, PhD

Arden O’Connor

Arden O’Connor

Stacy Allred, MST

Stacy Allred, MST

Stephen Goldbart, Ph.D.

Stephen Goldbart, Ph.D.

Joan DiFuria, MFT

Joan DiFuria, MFT

Gunther M. Weil, Ph.D

Gunther M. Weil, Ph.D

Ilze Alberts

Ilze Alberts

Matthew Wesley, JD, MDiv

Matthew Wesley, JD, MDiv

Daniel P. Felix, JD

Daniel P. Felix, JD

Melissa Mitchell-Blitch, LPC, CPA

Melissa Mitchell-Blitch, LPC, CPA

Arielle Nóbile

Arielle Nóbile

Kristen Armstrong

Kristen Armstrong

Amy Zehnder

Amy Zehnder

Dennis Jaffe, PhD

Dennis Jaffe, PhD

Karen McNeill

Karen McNeill

Susan Bradley

Susan Bradley

Tim Belber, JD, AEP®

Tim Belber, JD, AEP®

Phil Cubeta, MSFS, CLU®, ChFC®, CAP®

Phil Cubeta, MSFS, CLU®, ChFC®, CAP®

Mary K. Duke, JD

Mary K. Duke, JD

Karen Laprade, FEA

Karen Laprade, FEA

Ian McDermott

Ian McDermott

Danielle Oristian York

Danielle Oristian York

Kristin Keffeler

Kristin Keffeler

James Grubman, Ph.D

James Grubman, Ph.D

Mary K. Duke, JD

Mary K Duke, JD

Dennis T. Jaffe, Ph.D

Dennis T. Jaffe, Ph.D

Kathleen M. Rehl, PhD, CFP®, CFT™

Kathleen M. Rehl, PhD, CFP®, CFT™

Daniel P. Felix, J.D

Daniel P. Felix, J.D

Karen McNeill

Karen McNeill

Amy Zehnder

Amy Zehnder, PhD

Peggy F. Frye, CFP®

Peggy F. Frye, CFP®

Valerie Galinskaya, MBA

Valerie Galinskaya, MBA

S. Mark Alton, CFP®

S. Mark Alton, CFP®

Jon Hokama

Jon Hokama

Kyle Harrison

Kyle Harrison

Alison Comstock Moss

Alison Comstock Moss

Nathan Dungan

Nathan Dungan

Kim Kamin

Kim Kamin

Jo Leonard

Jo Leonard

Lisa Spalding

Lisa Spalding

Katie Greenman M.A.

Katie Greenman M.A.

Wendy Sage-Hayward

Wendy Sage-Hayward

Judi Cunningham MA, FEA

Judi Cunningham MA, FEA

Brian Patrick Donaghy

Brian Patrick Donaghy

Terri Bennink

Terri Bennink

 

2016 Rendezvous Keynotes

Robert A. Emmons, PhD

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

Arden O’Connor
Arden O’Connor
Getting Families in Crisis Unstuck: Can Advisors Make Meaningful Change with Resistant Families?
Kathleen M. Rehl, PhD, CFP®, CFT™
Kathleen M. Rehl, Ph.D., CFP®, CeFT™
Later Life Love and Money: How Do Widows Navigate Romance and Finance?
Gunther M. Weil, Ph.D
Gunther M. Weil, Ph.D
Family Values as Strange Attractors: A Chaos Theory Model of Family Culture (or How I learned to embrace chaos and enjoy the ride)
Brian Patrick Donaghy
Brian Patrick Donaghy
How to Enhance Client Retention by Understanding How Millennials Engage Differently with Technology
Terri Bennink
Terri Bennink
Why Does our Family Business Need a Strategy and Plan for Leadership Development?

2016 Rendezvous Sponsors

Platinum Level

Gold Level


Silver Level





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

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“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

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