Back to Rendezvous 2012
DOWNLOAD PRINTABLE AGENDA & SESSION SCHEDULE
| Thursday August 2nd • 10:30 am Noon | ||
Name  |
Title |
Description |
| Dr. Keith Whitaker Dr. Susan Massenzio |
Wise Giving: Enhancing Recipients' Lives | Gifts to family members do not just transfer assets. They change lives. What makes one gift promote growth and freedom while another fosters entitlement and dependence? We believe the answer lies in the spirit of the gift. From our forthcoming book, "Wisdom and Wealth: the Cycle of the Gift," we will share practices to help givers reflect on the purposes of their gifts and recipients prepare to receive well. In this session we also ask participants to reflect on the gifts they have received and those they want to give, to maximize the spirit of the gift in their lives and the lives of their clients. |
| Iris Wagner Isabel Miranda |
Women and Legacy | This session will include case studies of several women at various times in their lives focusing primarily on when they received the Gift of Longevity. We will share our process to preserve their financial and spiritual legacies and then facilitate an interactive group discussion with the intention of assisting other advisors in accessing the women's wisdom. We will also show video clips of empowered women who have been able to preserve their vision and values for future generations as examples of when the process has worked magically. We will demonstrate how fear can be transformed into love- which is true alchemy. |
| Dennis T. Jaffe | Crucial Conversations to Empower Advisors and Next Gen Family Members Handout |
There are things that need to be talked about in a family, and the people with the greatest power act as if they do not want that to happen. This poses a dilemma both for the advisor who feels that an issue needs to be addressed, or a member of the next generation, who does not feel free to raise the issue. This workshop will focus on how advisors can initiate and create a safe harbor for such conversations, and methods to move toward willingness to explore the issue. These tools can be used by the advisor to engage a family leader, or by a young family member to address an issue of concern. |
| Helping and Having More Clients by Understanding Them Better | The workshop shows how to make your business more successful and your work more satisfying. You will learn that there is a Third Alternative to owners either dying at their desks, or traditional retirement - an exciting, purposeful, active new stage of life called the "Platinum Years." During the solution-based presentation you will become aware of the intellectual "head" and emotional "heart" issues that are involved when owners think about transitioning, the five personality styles and what blocks each owners' style from wanting to leave their companies. You will also learn techniques and resources that help owners successfully create dynamic new lifestyles and live fulfilling and meaningful new lives after they have left their companies. | |
| Yale Levey | The Evolution of an Intentional Collaboration | Many people come to a professional conference in the hopes of connecting with, and fostering mutually beneficial relationships. Would you like to maximize your opportunity to make this a reality for you? In applying a model he was inspired to create after having attended PPC 2011, Yale Levey will lead a highly interactive session designed to foster "intentional collaboration" among workshop attendees helping to ensure a successful Rendezvous for those willing to commit and participate. You will also have an opportunity to hear from past attendees that have experienced successful collaborations. |
| Mrs. Mary Louise Starkey
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Private Service & Lifestyle Management or the High Net Worth
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Who do you turn to for Household and Estate Managers, for their education, and for on-site private service consulting and staff selection and training for your HWN family or client’s needs? What caliber individual is required? What education should they possess? What management system should they use? What areas of service should be covered?
For thirty years The Starkey International Institute, founded by Mrs. Mary Louise Starkey, has been providing private service education, staff, and consultation to the High Net Worth, the White House, Admirals, Generals, Diplomats, and Royalty in the United States and worldwide. |
| Mary Tomlinson
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The On-Purpose Family Handout
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At the core the Legacy Planning Associates "Success-Full Family Model" is the importance of knowing your Purpose, Vision, Mission and Values - both personally and as a family. Discover the power of these concepts based on the book by Kevin McCarthy The On-Purpose Person - this session will include creating your own two-word purpose statement and helping families identify and focus on what is most important - now and in the future.
You'll walk away from this session with personal insights for yourself and new ideas for families. |
| Thursday August 2nd • 1pm - 2:30pm | ||
| Hartley Goldstone | Appreciative Inquiry for Trustees | Appreciative inquiry is a positive, strength-based approach to change. In this highly interactive session, we will explore how trustees and beneficiaries can work together to co-create inspiring images of what both want to see in the relationship and how to make it happen. We will develop questions designed to unleash the positive potential within the relationship and put them to the test by interviewing each other. Here’s an opportunity to try an empirically validated alternative to the “problem solving” model. Try it, you’ll like it! |
| Judith Kolva, Ph.D. | The Power and Practice of Storytelling Handout #1 |
High net worth families understand the importance of trusts and estate plans. Multigenerational transfer of tangible assets is commonplace. Although tangible assets are important, there is an even greater, often unrecognized, intangible asset: family stories—stories that tell what the family has been, who it is today, and what it can be. It is, after all, the family’s story that connects its past with its present, preserves its heritage, and mines its true wealth. Participate in a facilitated discussion and learn how you can offer your families a service of inestimable value: Story Protection and Preservation. |
| Patricia M. Annino | Navigating old and new risks that face high net worth and business families. | This is time to discuss risk mitigation not wealth creation. OLD risks: unexpected death/disability;incomplete/out of date estate planning documents and corporate documents; lack of liquidity; lack of disaster plan; lack of effective communication; divorce or remarriage of key stakeholder; out of date business valuations; no effective family governance policy remain and NEW risks: lack of privacy in Google world; social media risk to family reputation; global dispersion of family;new attacks on business valuation; pre-nuptial agreements;complex alimony calculations for the family business owner (phantom income); baby boomer wealth transfer; speed of innovation; increased working lifespan and turbulent economic times. |
| Matthew Wesley | The Inner Journey of the Advisor | This will be a facilitated experience that is designed to arrive at collective wisdom around what core capacities we as advisors must develop and hone in order to effectively serve our clients. The experience itself will be based on technologies of gracious space, the arts of hosting and harvesting, storytelling and wisdom circles thereby making the format of the event an implicit opportunity to learn practical techniques of group dynamics. The expected outcome of this would be a harvested shared understanding of some of the inner disciplines that support our roles as trusted advisors to our clients. After a bit of level setting at the beginning of the session, there will be no presentation. This will be an almost exclusively experiential session. |
| Barb Culver | Connecting with Not-for-Profits Handout #1 |
A natural and often over-looked Collaboration is between professional advisors and the donors and board members of not-for-profit organizations. Our facilitator, Barb Culver has over 20 years experience working as a paid consultant with not-for-profit organizations. These relationships have served as a major source of growth for Barb’s thriving company Connect-Gens. In this workshop, Barb will share ideas on the following:
In addition, Barb will also share actual presentations she uses to get hired as well as sample contracts the organizations sign. |
| Randall H. Borkus | Collaboration and the Team Handout |
Collaboration: Coaches and players of professional sports teams have understood how this works for a long time now. "As a player on any collaborative team when I do my job the man or woman to my right or left can depend upon me and focus all their attention on doing their job. This leads to a higher probability of sucess for everyone." |
| Arden O'Connor Bill Messinger |
Addressing Behavioral Health Issues in a Family System: Where to Start Handout |
Behavioral health issues (ex. addiction, eating disorders, mental illness) are chronic and devastating diseases. Frequently, affluent families can access resources which allow these issues to go unaddressed for long periods of time, while the family suffers in silence. Advisors can play a crucial role in connecting families with the guidance they need to get high quality, long term treatment for both the individual and the family. Bill, Arden, and Diana will discuss how advisors may identify and address these issues and present a new model of case management that incorporates elements of highly successful programs run by medical boards for physicians. |
Mike Cummins |
The Success-Full Family, Transformational High-End Client Engagements Handout |
Sadly, many financially successful families produce many children and grandchildren who live rather empty lives. Legacy Planning Associates, an Orlando-based planning collaborative, uses the Success-Full Family Model to develop families filled with harmony, purpose, and direction. In this session, we will describe how we integrate “The Financial Storehouse,” The Philanthropic University,” and “The Legacy Library” to help multigenerational families flourish and prosper. Learn first-hand how we apply the tools and concepts in Closing the Gap: A Revolutionary Approach to Client and Donor Services by Scott Farnsworth to move from transactional to relational to transformational client engagements. |
| Thursday August 2nd • 3pm - 4:30pm | ||
Entropy or Evolution: Using the Power of Ceremony Handout |
Ceremony is used to make a point about something in a way that people will remember. It does so by imbuing an object, a place, an event, or a person with symbolic meaning and purpose that creates connections within groups and across time. The process of ceremony can harnesses the evolutionary forces of the Human Ecology to sustain organizations and trump entropy. Participants in this session will learn how to use the Seven Principles of Ceremony to align members of a family enterprise emotionally, intellectually and spiritually so that both the tangible and intangible assets of a family can be sustained. | |
| Lisa Gray | Second Gen™: Its Critical Role in Family Wealth Success | Does the second generation hold the keys to sustainability? Is it the generation upon which all other generations build? What is unique to Second Gen™? What do all Second Gen™'s share? This discussion will focus on the impact of the second generation (Second Gen™). It will explore what happens to subsequent generations when Second Gen™ are stewards; it will explore what happens to subsequent generations if Second Gen™ become dynamic owners. In essence, it will put the three generations proverb on trial by examining the influence of Second Gen™, both from an archetypical as well as a chronological generational influence. |
| Gary Shunk Dan Felix |
Collaboration's in the Details: Developing Success Stories with other Trusted Advisers Handout |
Generally, the client is best served with the wisdom of various disciplines. Yet, practitioners expert in their own craft can experience rough waters in bringing other advisors into the mix. How do we move from the desire to collaborate with others to actually doing it? Gary Shunk, with the support of his trustee collaborator, Dan Felix, will offer his experience, collect the success stories of others, and will facilitate some collaborative techniques. This workshop is for those who would like to learn new techniques of collaboration, and also those who want to share their successful techniques. |
| Dean R. Fowler | Habits of Proactive Successors Handout |
The literature for both families-in-business and families of wealth discuss the importance of "preparing heirs." In this facilitated discussion, we will explore the habits of proactive successors that move them beyond the "preparing" stage and into two additional and critical stages in the transition between generations. The three stages of preparation, strategic engagement, and responsible leadership will be used as a framework for a discussion of how to move beyond the stage of preparation for both family business and family wealth transitions. The habits and the corresponding three stages are outlined in my eBooklet, Proactive Family Business Successors (2011). |
Women and Wealth: Through a Gender Lens |
Women are making most household decisions about spending, saving and giving. Yet women make decisions differently than men. This interactive dialogue will present demographic trends and best practices in shifting the style of our client communications to the largest potential market for our services: women. Women make decisions based on relationships and people. In addition, we will discuss how women integrate their values around spending, saving and giving decisions - and how to weave this holistic approach to wealth into financial planning conversations. This workshop is for professionals in philanthropy, finance, trusts, and intergenerational wealth. |
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| Mark T. Neil | Understanding Personalities: The Enneagram as Insight Handout |
The Enneagram is a wonderful tool that allows professionals to gain greater insight into the internal emotional/thought processes of our clients to enable us to be better practitioners. An awareness of the Enneagram and the nine personality types will be beneficial in all manners of relationships including those with family members and other professionals. I have taught the Enneagram to business owners in Ireland, to esoteric lawyers in Chicago, to Men's Groups, etc. I have studied with Riso and Hudson at Esalen and Helen Palmer of the Trifold Enneagram. They are the top teachers of the Enneagram in the United States. |
Purposeful Planning from a Trustee's Perspective |
This session focuses on designing plans that include and/or empower the Trustee to respect the purposeful plan. We will discuss tools to consider, including: family meetings, trustee guidelines; bifurcation of trustee's duties, trust advisors and protectors, directed trusts, decanting, incentivizing and effective legacy language (vision/value statements and guidelines). |
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| Friday August 3rd • 10:30am - Noon | ||
| Ian McDermott | How Will You Change the World? Your Daily Legacy | Suppose you - or your clients - could be making more of what really matters to you happen right now, would you be interested? If so you're really in the business of leaving a legacy - only you don't have to wait til you're dead. Our legacy is our influence and our actions. |
| Kathy Wiseman | Making Mistakes! | Making mistakes even after years of experience and training! While we all know that making mistakes is part of improving, why is it that it so hard to talk about them and learn from them? I invite you to join this 90 minute interactive structured conversation about mistakes and how to think about them from a Family Systems perspective. I will start with several significant mistakes I have made consulting with family firms, families of wealth and family foundation.You can talk about your mistakes or learn from the mistakes of others. |
| Jamie Traeger-Muney, Ph.D. | Our Money, Ourselves Handout #1 |
Talking about money is one of the few remaining taboos in our culture. It is not often discussed between friends, in therapy, or even within families. As advisors who support affluent families, it is imperative that we do our own 'money work' and have the courage to openly explore our money stories and patterned money behaviors. In this session, participants will have the opportunity to use genograms and other tools not only to better understand themselves and their own relationship to money, but also to learn how these tools may be beneficial in working with clients. |
| Melissa Hoyer | The Paradox of Collaboration: Finding the "I" in the "We" | Inspired by Howard Thurman’s quote, “Don’t ask what the world needs. Ask yourself what brings you alive and do that. What the world needs is people who are fully alive.” This session will explore collaboration as a path to personal transformation by redefining your “collaborative comfort zone,” expanding what you think is possible in collaboration, finding out how “playful brainstorming” impacts collaboration, discovering your “superstar qualities” that you should bring to every collaboration, and deepening personal meaning in collaboration. In addition, drawing from neuroscience, you will find out common barriers to effective collaboration and how to overcome this. |
The Values Advantage: A Practicum in Helping Family Advisors Keep Their Promises Handout |
As trusted advisors we often address our client’s values but may not have done the essential, deeper work of clarifying our own values and belief systems and how they operate in our lives. This workshop will allow you to begin to close that gap. The Values Advantage is an action/learning experiential practicum with a specific focus on understanding how values and worldviews function in consciousness as lenses or frames that either support or undermine promises we make to our clients. Dr. Weil will dialogue with a Rendezvous “client” based on data derived from their Value Mentors Values Inventory report that empirically measures and profiles an individual or group’s values and worldviews. In this dynamic setting, participants will observe this process and then have the opportunity to engage in a facilitated discussion on the implications of this work for themselves both personally and professionally. | |
| Mary Gresham, PhD | A Model of Healthy Relationships with Money Handout #1 |
A 4 level model of a healthy relationship with money that can easily be conveyed to clients will be presented. The model includes understanding oneself in relationship to money in four key areas: Rational, Values, Emotional and Process. Using this model clarifies for clients that all areas must be addressed, either with the current advisory engagement or in the collaborative team. Our models undergird our work but are often not elucidated or questioned. |
| Friday August 3rd • 1pm - 2:30pm | ||
| Rick Shaum | Innovative Marketing Events Handout #1 |
Rick will facilitate a discussion with fellow collaborators on innovative approaches to marketing events. What are some of the ways practitioners can package and promote their services to various audiences? How do we make the "intangible" services that can help individuals and families attractive to the market? Are there ways to collaborate in creating marketing events to enhance effectiveness? The discussion will include both educational and experiential events directed to prospects, clients, and other advisors. Rick will share ideas from the work that Cedrus has done over the past 12 months to stimulate the discussion. |
| James Grubman PhD | It's Not Money or Class, It's Culture: Latest Insights for Understanding Wealth's Immigrants and Natives Handout |
Longstanding research and insights from sociology are reinforcing the Grubman/Jaffe metaphor that those who come to wealth are like immigrants and those who are raised with wealth are like natives in the territory of affluence we work in as advisors. This workshop will present the latest thinking about the cultural aspects of wealth, the remarkable hidden parallels between generational poverty and generational wealth, and the practical implications for all PPC collaborators in their work with clients. Come prepared to see things through a new lens, to help refine the thinking, and to discuss what this means for you, your clients, and the services we provide together. |
| Stephanie West Allen | The Serious Science and Playful Art of Conflict Resolution |
Learning about the brain can help us to understand, mediate, resolve disputes. Learning to access places in our minds where images and stories reside can facilitate conflict resolution, too. We’ll start with the BUN (basic underlying neuroscience), then decide what ingredients to add, choosing from this menu:
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| Kristin Keffeler | Show and Tell: Top Tools to Support Next Gen Success Handout |
NOTE: We encourage you to prepare ahead of time and BRING your favorite tool to share! This facilitated discussion will be a 'show and tell' in which all participants are encouraged to bring their 'top tool' they use to engage and support their next generation clients to demystifying and creating context around their experience of growing up wealth and privilege. As a group we will discuss pros/cons, costs, and best use for each tool and create a summary grid for participants take upon the session's conclusion. Some suggestion of tools are: assessments, conversation starters, visioning exercises, action plan exercises, and generational differences exercises. |
| Blended Family Estate Planning from the Head and the Heart | Practical, engaging presentation on the legal and emotional complexities of blended family estate planning, with emphasis on collaboration between the legal and coaching fields. Specifics include: Where legal advice may be counter to marriage advice and what to do about it. Key distinctions when working with partners who are not married. Taking the complicated and making it simple. Listening and checking for understanding. When documents go unsigned – what may be lurking under the surface and what to do about it. Bring your specific questions you’d like addressed! |
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| David Cohn | Two Great Under the Radar Assessments Used in Family Businesses | For advisors working with businesses, highly predictable, easy-to-interpret assessments are a rarity. They are useful in the following ways: 1) hiring 2) promotions 3) team building 4) leadership team development 5) self-understanding 6) understanding of each other. They answer the questions: is the applicant a good fit for the job; what traits are missing from our team that could explain less than desirable results; what is causing friction between us. These assessments are most practicable and impactful and have been useful in groups that are in conflict or in development and striving for excellence. |
