The Family Firm Institute
Industry: Nonprofit organization
DescriptionThe Family Firm Institute is a global professional membership association for individuals and organizations that serve the family enterprise field. Founded: 1986 Headquarters: Boston, MA Type of business: Professional association
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The Family Firm Institute Employees
Employee
Years
Job
Industry
Cynthia Nalevanko Cynthia Nalevanko's The Family Firm Institute Experience June 2011 - Present
Job Journals Publisher at SAGE
Industry Publishing
Experience
SAGE Publications 2006 - Present
The Family Firm Institute June 2011 - Present
Baker College July 2011 - Present
Lannan Foundation 1997 - 2005
Skills
Blog Management, Blogging, Podcasting, Journals, Publishing, Editorial, Editing, Online Publishing, Books, Publications, WordPress, Facebook, Social Media, Academic Publishing, Content Development, Content Strategy, Content Management, Proofreading, Web Content, Management, Strategic Planning
Education
The George Washington University 1980 — 1983
Masters of Arts, Art History
The George Washington University 1978 — 1980
Bachelors of Arts, Art History
Florida State University 1976 — 1977
SAGE Publications 2006 - Present
The Family Firm Institute June 2011 - Present
Baker College July 2011 - Present
Lannan Foundation 1997 - 2005
Skills
Blog Management, Blogging, Podcasting, Journals, Publishing, Editorial, Editing, Online Publishing, Books, Publications, WordPress, Facebook, Social Media, Academic Publishing, Content Development, Content Strategy, Content Management, Proofreading, Web Content, Management, Strategic Planning
Education
The George Washington University 1980 — 1983
Masters of Arts, Art History
The George Washington University 1978 — 1980
Bachelors of Arts, Art History
Florida State University 1976 — 1977
Rodolfo J. Paiz Rodolfo J. Paiz's The Family Firm Institute Experience October 2014 - Present
Job Because a wellrun family business is the most powerful form of business organization on Planet Earth.
Industry Management Consulting
Experience
The Guayacan Group November 2006 - Present
Rozencwaig and Nadel, LLP March 2011 - Present
The Family Firm Institute October 2014 - Present
Woodberry Forest School October 2014 - Present
PT Family Office February 2010 - Present
FundaSistemas September 2010 - Present
Gold Aviation August 2011 - Present
Re-Energia, S.A. January 2007 - August 2008
ProCielos, S.A. June 2005 - June 2007
Consultores Comerciales, S.A. February 2001 - May 2006
Skills
Family Business..., Family Business, Consulting, Governance, Family Office, Systems Thinking, Management Consulting, Entrepreneurship, Leadership, Latin America, Succession, Advisory Boards, Board of Directors, Business Strategy, Management, Strategy, Financial Modeling, Start-ups, Business Planning, Team Leadership, Negotiation, Financial Analysis, Marketing, Project Planning, Investments, Portfolio Management, Emerging Markets, International Business, Valuation, Private Equity, Real Estate, Philanthropy, Nonprofits, Non-profits, Sustainability, Corporate Governance, Technology
Education
Thunderbird School of Global Management 2006 — 2008
MBA, Family Business
University of Miami - School of Business 1994 — 1996
BBA, International Finance and Marketing
Harvard University 1991 — 1994
Economics and Computer Science
Woodberry Forest School 1987 — 1990
High School
Colegio Americano de Guatemala 1976 — 1987
The Guayacan Group November 2006 - Present
Rozencwaig and Nadel, LLP March 2011 - Present
The Family Firm Institute October 2014 - Present
Woodberry Forest School October 2014 - Present
PT Family Office February 2010 - Present
FundaSistemas September 2010 - Present
Gold Aviation August 2011 - Present
Re-Energia, S.A. January 2007 - August 2008
ProCielos, S.A. June 2005 - June 2007
Consultores Comerciales, S.A. February 2001 - May 2006
Skills
Family Business..., Family Business, Consulting, Governance, Family Office, Systems Thinking, Management Consulting, Entrepreneurship, Leadership, Latin America, Succession, Advisory Boards, Board of Directors, Business Strategy, Management, Strategy, Financial Modeling, Start-ups, Business Planning, Team Leadership, Negotiation, Financial Analysis, Marketing, Project Planning, Investments, Portfolio Management, Emerging Markets, International Business, Valuation, Private Equity, Real Estate, Philanthropy, Nonprofits, Non-profits, Sustainability, Corporate Governance, Technology
Education
Thunderbird School of Global Management 2006 — 2008
MBA, Family Business
University of Miami - School of Business 1994 — 1996
BBA, International Finance and Marketing
Harvard University 1991 — 1994
Economics and Computer Science
Woodberry Forest School 1987 — 1990
High School
Colegio Americano de Guatemala 1976 — 1987
Janet Horton Janet Horton's The Family Firm Institute Experience 1997 - 2012
Job Business and Office Manager
Industry Events Services
Experience
Cattleya and Shared Notes Wines March 2014 - Present
Torch Consulting 2012 - Present
Green Associates LLC 1998 - 2012
The Family Firm Institute 1997 - 2012
The Nines Discriminating Printers, Inc. 1989 - 1997
Lial, Inc. 1986 - 1997
Northeastern University 1988 - 1991
MicroTouch, Inc. 1984 - 1986
Grayson Kleypas Architects 1981 - 1984
Incoterm Corporation 1970 - 1980
Skills
Event Management, Customer Service, Project Planning, Business Planning, Fundraising, Social Media, Strategy, Budgets, Nonprofits, Cvent, Teaching, Marketing, Negotiation, WebEx, QuickBooks, PowerPoint, Microsoft Office, Constant Contact, Microsoft Access
Education
Sonoma State University School of Business and Economics 2013 — 2014
Tasting Room Management Certificate Program, Wine Business Institute
Northeastern University 1986 — 1986
Master of Business Administration (MBA)
Northeastern University 1980 — 1982
Bachelor of Science (B.S.), Finance, General
Endicott College 1967 — 1969
Cattleya and Shared Notes Wines March 2014 - Present
Torch Consulting 2012 - Present
Green Associates LLC 1998 - 2012
The Family Firm Institute 1997 - 2012
The Nines Discriminating Printers, Inc. 1989 - 1997
Lial, Inc. 1986 - 1997
Northeastern University 1988 - 1991
MicroTouch, Inc. 1984 - 1986
Grayson Kleypas Architects 1981 - 1984
Incoterm Corporation 1970 - 1980
Skills
Event Management, Customer Service, Project Planning, Business Planning, Fundraising, Social Media, Strategy, Budgets, Nonprofits, Cvent, Teaching, Marketing, Negotiation, WebEx, QuickBooks, PowerPoint, Microsoft Office, Constant Contact, Microsoft Access
Education
Sonoma State University School of Business and Economics 2013 — 2014
Tasting Room Management Certificate Program, Wine Business Institute
Northeastern University 1986 — 1986
Master of Business Administration (MBA)
Northeastern University 1980 — 1982
Bachelor of Science (B.S.), Finance, General
Endicott College 1967 — 1969
John McNutt, CFBA, MBA John McNutt, CFBA, MBA's The Family Firm Institute Experience 2013 - Present
Job Supporting Agricultural Managers with information, analysis & systems to enhance management of their farms & ranches
Industry Accounting
Experience
Latta, Harris, Hanon & Penningroth, L.L.P. 2001 - Present
Brick Arch Winery, West Branch 2005 - Present
The Family Firm Institute 2013 - Present
Elmira Farms, Inc. 1974 - 2000
Skills
Managerial Accounting, Managment Information..., Family Bussiness..., Financial Analysis, Business Planning, Financial Reporting, Entrepreneurship, Small Business, Tax, Accounting, Litigation Support, Agriculture, Agricultural Cost of..., Midwest Wine Industry, Pork Production
Education
University of Iowa - Henry B. Tippie College of Business 1989 — 1990
Master of Business Administration (M.B.A.)
Iowa State University 1970 — 1974
Bachelor of Applied Science (B.A.Sc.), Agricultural Business and Management
Harvard University - Graduate School of Bussiness Administration
Brian Davidson Fellowship / HBS Agribusiness Seminar
Latta, Harris, Hanon & Penningroth, L.L.P. 2001 - Present
Brick Arch Winery, West Branch 2005 - Present
The Family Firm Institute 2013 - Present
Elmira Farms, Inc. 1974 - 2000
Skills
Managerial Accounting, Managment Information..., Family Bussiness..., Financial Analysis, Business Planning, Financial Reporting, Entrepreneurship, Small Business, Tax, Accounting, Litigation Support, Agriculture, Agricultural Cost of..., Midwest Wine Industry, Pork Production
Education
University of Iowa - Henry B. Tippie College of Business 1989 — 1990
Master of Business Administration (M.B.A.)
Iowa State University 1970 — 1974
Bachelor of Applied Science (B.A.Sc.), Agricultural Business and Management
Harvard University - Graduate School of Bussiness Administration
Brian Davidson Fellowship / HBS Agribusiness Seminar
Patricia Annino Patricia Annino's The Family Firm Institute Experience 2008 - 2013
Job Attorney, Professional Speaker and Author
Industry Law Practice
Experience
Prince Lobel Tye LLP 1995 - Present
American College of Trust and Estate Counsel 2009 - Present
Patricia Annino, Author, Speaker January 1988 - Present
Indiana University Center of Philanthropy, Womens Philanthropy Institute 2010 - Present
The Family Firm Institute 2008 - 2013
Suffolk University 2011 - 2012
Skills
Honors and Awards, "Best in Wealth..., Estate Planner of the..., Top 50 Female..., "Best Lawyer in..., Distinguished Alumni..., Distinguished Alumnae..., Business Strategy, Legal Research, Public Speaking, Business Development, Fundraising, Corporate Law, Estate Planning, Intellectual Property, Litigation, Finance, Start-ups, Trusts, Non-profits, Small Business, Published Author, Investments, Tax, Strategic Financial..., Strategic Planning, Personal Finance, Legal Writing, Wealth Management, Philanthropy, Nonprofits, Wealth, Entrepreneurship, Wills, Due Diligence, Mergers & Acquisitions, Leadership
Education
Boston University School of Law 1981 — 1982
Master of Laws (LLM)
Suffolk University Law School 1979 — 1981
J.D.
Smith College 1974 — 1978
A.B.
Williams College 1976 — 1977
Twelve College Exchange Student
Newton Country Day School of the Sacred Heart 1970 — 1974
High School Diploma
Prince Lobel Tye LLP 1995 - Present
American College of Trust and Estate Counsel 2009 - Present
Patricia Annino, Author, Speaker January 1988 - Present
Indiana University Center of Philanthropy, Womens Philanthropy Institute 2010 - Present
The Family Firm Institute 2008 - 2013
Suffolk University 2011 - 2012
Skills
Honors and Awards, "Best in Wealth..., Estate Planner of the..., Top 50 Female..., "Best Lawyer in..., Distinguished Alumni..., Distinguished Alumnae..., Business Strategy, Legal Research, Public Speaking, Business Development, Fundraising, Corporate Law, Estate Planning, Intellectual Property, Litigation, Finance, Start-ups, Trusts, Non-profits, Small Business, Published Author, Investments, Tax, Strategic Financial..., Strategic Planning, Personal Finance, Legal Writing, Wealth Management, Philanthropy, Nonprofits, Wealth, Entrepreneurship, Wills, Due Diligence, Mergers & Acquisitions, Leadership
Education
Boston University School of Law 1981 — 1982
Master of Laws (LLM)
Suffolk University Law School 1979 — 1981
J.D.
Smith College 1974 — 1978
A.B.
Williams College 1976 — 1977
Twelve College Exchange Student
Newton Country Day School of the Sacred Heart 1970 — 1974
High School Diploma
Judy Green, Ph.D. Judy Green, Ph.D.'s The Family Firm Institute Experience 1992 - Present
Job President, The Family Firm Institute
Industry Nonprofit Organization Management
Experience
The Family Firm Institute, Inc. 1992 - Present
The Family Firm Institute 1992 - Present
Education
Harvard University
Certificate, Special Studies (Management)
Marquette University
Ph.D., Education and Philosophy
The Family Firm Institute, Inc. 1992 - Present
The Family Firm Institute 1992 - Present
Education
Harvard University
Certificate, Special Studies (Management)
Marquette University
Ph.D., Education and Philosophy
Katherine Grady Katherine Grady's The Family Firm Institute Experience 1997 - 2013
Job Partner at Lansberg, Gersick & Associates (LGA)
Industry Management Consulting
Experience
Lansberg·Gersick & Associates (LGA) 1997 - Present
The Family Firm Institute 1997 - 2013
The Family Firm Institute 1997 - 2013
Rensselaer at Hartford 1989 - 2009
Yale University 1979 - 2009
Skills
Psychology, Clinical Research, Qualitative Research, Leadership Development, Organizational..., Management Consulting, Executive Coaching, Research, Nonprofits, Statistics, Public Speaking, Career Counseling, Data Analysis, Career Development, Teaching, Higher Education, SPSS, Research Design, Coaching, Strategy
Education
Vanderbilt University 1974 — 1979
MA., Ph.D., Psychology
Oberlin College 1968 — 1973
BA, Psychology
Lansberg·Gersick & Associates (LGA) 1997 - Present
The Family Firm Institute 1997 - 2013
The Family Firm Institute 1997 - 2013
Rensselaer at Hartford 1989 - 2009
Yale University 1979 - 2009
Skills
Psychology, Clinical Research, Qualitative Research, Leadership Development, Organizational..., Management Consulting, Executive Coaching, Research, Nonprofits, Statistics, Public Speaking, Career Counseling, Data Analysis, Career Development, Teaching, Higher Education, SPSS, Research Design, Coaching, Strategy
Education
Vanderbilt University 1974 — 1979
MA., Ph.D., Psychology
Oberlin College 1968 — 1973
BA, Psychology
Ron Norelli Ron Norelli's The Family Firm Institute Experience 2009 - 2011
Job Norelli & Company, President & CEO
Industry Management Consulting
Experience
Norelli & Company May 1981 - Present
The Family Firm Institute 2009 - 2011
Family Firm Institute 2004 - 2009
Rexham Corporation January 1977 - May 1981
The Gillette Company November 1972 - January 1977
Skills
Corporate Governance, Family Business, Strategic Planning, Product Development, Conflict Resolution, Marketing Strategy, New Business Development, Business Strategy, Start-ups, Business Development, Financial Analysis, Mergers & Acquisitions, Entrepreneurship, Change Management, Finance, Venture Capital, Business Planning, Corporate Development, Leadership, Contract Negotiation, Financial Modeling, Management, Negotiation, Strategy, Management Consulting, Leadership Development, Private Equity, Analysis, Due Diligence, Executive Management, Succession Planning, Restructuring, Executive Coaching, Portfolio Management, Investments, Divestitures, Strategic Financial..., Turn Around Management, M&A experience, Capital Raising, Business Valuation, LBO, Private Placements, Angel Investing, Exit Strategies, Acquisition Integration, Growth Capital, Board Governance, Advisory Boards, Acquisitions
Education
Massachusetts Institute of Technology 1963 — 1968
SB, SM, Chemical Engineering
Northeastern University - Graduate School of Business Administration 1971 — 1975
MBA, Business Admin
Norelli & Company May 1981 - Present
The Family Firm Institute 2009 - 2011
Family Firm Institute 2004 - 2009
Rexham Corporation January 1977 - May 1981
The Gillette Company November 1972 - January 1977
Skills
Corporate Governance, Family Business, Strategic Planning, Product Development, Conflict Resolution, Marketing Strategy, New Business Development, Business Strategy, Start-ups, Business Development, Financial Analysis, Mergers & Acquisitions, Entrepreneurship, Change Management, Finance, Venture Capital, Business Planning, Corporate Development, Leadership, Contract Negotiation, Financial Modeling, Management, Negotiation, Strategy, Management Consulting, Leadership Development, Private Equity, Analysis, Due Diligence, Executive Management, Succession Planning, Restructuring, Executive Coaching, Portfolio Management, Investments, Divestitures, Strategic Financial..., Turn Around Management, M&A experience, Capital Raising, Business Valuation, LBO, Private Placements, Angel Investing, Exit Strategies, Acquisition Integration, Growth Capital, Board Governance, Advisory Boards, Acquisitions
Education
Massachusetts Institute of Technology 1963 — 1968
SB, SM, Chemical Engineering
Northeastern University - Graduate School of Business Administration 1971 — 1975
MBA, Business Admin
Janet Horton Janet Horton's The Family Firm Institute Experience January 1998 - Present
Job Associate Executive Director at The Family Firm Institute, Inc.
Industry Nonprofit Organization Management
Experience
The Family Firm Institute January 1998 - Present
Two Different Printing Companies 1986 - 1997
Northeastern University - College of Business Administration 1988 - 1991
MicroTouch Systems, Inc. 1984 - 1986
Honeywell, Inc. (formerly Incoterm Corporation) 1970 - 1980
Education
D'Amore-McKim School of Business at Northeastern University
MBA, Business Administration/Management
Northeastern University
BSBA, Business
The Family Firm Institute January 1998 - Present
Two Different Printing Companies 1986 - 1997
Northeastern University - College of Business Administration 1988 - 1991
MicroTouch Systems, Inc. 1984 - 1986
Honeywell, Inc. (formerly Incoterm Corporation) 1970 - 1980
Education
D'Amore-McKim School of Business at Northeastern University
MBA, Business Administration/Management
Northeastern University
BSBA, Business
Paul McKibbin's The Family Firm Institute Experience October 2010 - August 2013
Job Managing Partner, Family Office Metrics
Industry Management Consulting
Experience
Family Office Metrics, LLC January 2007 - Present
Shaking the Tree Productions June 2000 - Present
The Family Firm Institute October 2010 - August 2013
Guggenheim Partners, LLC December 2003 - February 2007
Private Family Networks, Inc. June 2000 - December 2003
SEI Investments, Family Wealth November 1990 - April 2000
Skills
Private Equity, Risk Management, Family Business, Operations Management, Information Architecture, Family Office, Risk Assessment, Systems Selection and..., Venture Capital, Wealth Management, Corporate Development, Investments, Asset Managment, Integration, Alternative Investments, Mergers, Management, Due Diligence, Investment Management, Hedge Funds, Accounting, Asset Allocation, Wealth Management..., Mergers & Acquisitions, Investment Banking, Restructuring, Strategic Consulting, Start-ups, Investor Relations, Asset Management, Angel Investing, Financial Advisory, Strategy, Executive Management, M&A experience, IPO, Corporate Governance, Consulting, Financial Structuring, Capital Markets
Education
University of Pennsylvania 1994 — 1997
MS
University of Pennsylvania 1976 — 1981
BA
Family Office Metrics, LLC January 2007 - Present
Shaking the Tree Productions June 2000 - Present
The Family Firm Institute October 2010 - August 2013
Guggenheim Partners, LLC December 2003 - February 2007
Private Family Networks, Inc. June 2000 - December 2003
SEI Investments, Family Wealth November 1990 - April 2000
Skills
Private Equity, Risk Management, Family Business, Operations Management, Information Architecture, Family Office, Risk Assessment, Systems Selection and..., Venture Capital, Wealth Management, Corporate Development, Investments, Asset Managment, Integration, Alternative Investments, Mergers, Management, Due Diligence, Investment Management, Hedge Funds, Accounting, Asset Allocation, Wealth Management..., Mergers & Acquisitions, Investment Banking, Restructuring, Strategic Consulting, Start-ups, Investor Relations, Asset Management, Angel Investing, Financial Advisory, Strategy, Executive Management, M&A experience, IPO, Corporate Governance, Consulting, Financial Structuring, Capital Markets
Education
University of Pennsylvania 1994 — 1997
MS
University of Pennsylvania 1976 — 1981
BA
Daniel Lilienthal Daniel Lilienthal's The Family Firm Institute Experience December 2013 - January 2015
Job Financial Assistant at Harvard Medical School
Industry Higher Education
Experience
Harvard Medical School April 2015 - Present
Harvard Medical School January 2015 - March 2015
The Family Firm Institute December 2013 - January 2015
Outward Bound USA April 2013 - December 2014
Radcliffe Institute for Advanced Study at Harvard University September 2013 - October 2013
Philanthropy Advisors, LLC September 2012 - June 2013
NoVo Foundation May 2011 - May 2012
Hazon November 2010 - January 2011
Grand Street Settlement September 2010 - October 2010
NYC Department of Education 2006 - 2009
Skills
Community Outreach, Volunteer Management, Grants, Public Policy, Government, Philanthropy, Human Rights, Grant Writing, Proposal Writing, Fundraising, Non-profits
Education
City University of New York-Brooklyn College 2006 — 2008
Masters in Elementary Special Education, Elementary Special Education
Washington University in St. Louis 1999 — 2003
Political Science, Business
University College London, U. of London 2002 — 2002
Harvard Medical School April 2015 - Present
Harvard Medical School January 2015 - March 2015
The Family Firm Institute December 2013 - January 2015
Outward Bound USA April 2013 - December 2014
Radcliffe Institute for Advanced Study at Harvard University September 2013 - October 2013
Philanthropy Advisors, LLC September 2012 - June 2013
NoVo Foundation May 2011 - May 2012
Hazon November 2010 - January 2011
Grand Street Settlement September 2010 - October 2010
NYC Department of Education 2006 - 2009
Skills
Community Outreach, Volunteer Management, Grants, Public Policy, Government, Philanthropy, Human Rights, Grant Writing, Proposal Writing, Fundraising, Non-profits
Education
City University of New York-Brooklyn College 2006 — 2008
Masters in Elementary Special Education, Elementary Special Education
Washington University in St. Louis 1999 — 2003
Political Science, Business
University College London, U. of London 2002 — 2002
James Vander Hooven James Vander Hooven's The Family Firm Institute Experience 2006 - 2007
Job Vice President of Enrollment Management at Landmark College
Industry Higher Education
Experience
Landmark College August 2015 - Present
Tohono O'odham Community College 2011 - August 2015
Lakes Region Community College 2007 - 2011
The Family Firm Institute 2006 - 2007
National American University 1999 - 2006
Skills
Community Outreach, Teaching, Enrollment Management, Academic Advising, Staff Development, Student Affairs, Research, Public Speaking, Strategic Planning, Higher Education, Admissions, Program Development, Student Development, Grant Writing, Office Administration
Education
University of Maine 2001 — 2009
Doctor of Education (Ed.D.), Higher Educational Leadership
University of Wyoming 1994 — 1997
Master of Arts (M.A.), American/United States Studies/Civilization
The Ohio State University 1989 — 1993
Bachelor of Arts (B.A.), Engish
Landmark College August 2015 - Present
Tohono O'odham Community College 2011 - August 2015
Lakes Region Community College 2007 - 2011
The Family Firm Institute 2006 - 2007
National American University 1999 - 2006
Skills
Community Outreach, Teaching, Enrollment Management, Academic Advising, Staff Development, Student Affairs, Research, Public Speaking, Strategic Planning, Higher Education, Admissions, Program Development, Student Development, Grant Writing, Office Administration
Education
University of Maine 2001 — 2009
Doctor of Education (Ed.D.), Higher Educational Leadership
University of Wyoming 1994 — 1997
Master of Arts (M.A.), American/United States Studies/Civilization
The Ohio State University 1989 — 1993
Bachelor of Arts (B.A.), Engish
Angie Homann Angie Homann's The Family Firm Institute Experience 2013 - 2015
Job
Industry Veterinary
Experience
UBM Life Sciences (previously Advanstar Communications) June 2015 - Present
UBM Life Sciences March 2011 - Present
The Family Firm Institute 2013 - 2015
Ascend Media December 2007 - March 2011
Angie Barnum Marketing March 2007 - December 2007
Anthem Magazine February 2006 - February 2007
The Kansas City Star June 2000 - February 2006
ARMA International June 1999 - June 2000
Whiteman Air Force Base June 1994 - June 1999
Skills
Expo Management, Multiple Product Sales, Online Marketing, Advertising, CRM, Marketing Strategy, Direct Marketing, Marketing, B2B, Account Management, Management, Strategy, Cross-functional Team..., New Business Development, Product Management, Sales Management, Direct Mail, Sales, Strategic Planning
Education
Webster University 1996 — 1997
Master's Degree
University of Central Missouri 1991 — 1995
BS
UBM Life Sciences (previously Advanstar Communications) June 2015 - Present
UBM Life Sciences March 2011 - Present
The Family Firm Institute 2013 - 2015
Ascend Media December 2007 - March 2011
Angie Barnum Marketing March 2007 - December 2007
Anthem Magazine February 2006 - February 2007
The Kansas City Star June 2000 - February 2006
ARMA International June 1999 - June 2000
Whiteman Air Force Base June 1994 - June 1999
Skills
Expo Management, Multiple Product Sales, Online Marketing, Advertising, CRM, Marketing Strategy, Direct Marketing, Marketing, B2B, Account Management, Management, Strategy, Cross-functional Team..., New Business Development, Product Management, Sales Management, Direct Mail, Sales, Strategic Planning
Education
Webster University 1996 — 1997
Master's Degree
University of Central Missouri 1991 — 1995
BS
Eric Allyn Eric Allyn's The Family Firm Institute Experience October 2013 - Present
Job Board of Directors at Welch Allyn, Inc.
Industry Medical Devices
Experience
Welch Allyn January 2008 - Present
GOJO Industries 2012 - Present
Pharma Tech Industries 2011 - Present
Diffinity Genomics 2012 - Present
Auburn Community Hospital July 2008 - Present
Healthcare Trustees of New York State January 2010 - Present
The Family Firm Institute October 2013 - Present
The Gifford Foundation January 2011 - Present
Allyn Foundation 2000 - Present
Welch Allyn 2007 - 2008
Skills
Strategic Planning, Team Building, Product Development, Medical Devices, Cross-functional Team..., Lifesciences, Product Management, Product Launch, New Business Development, Market Development, Global Marketing, Business Development
Education
University of Virginia - Darden Graduate School of Business Administration 1988 — 1990
MBA
Dartmouth College 1982 — 1986
BA
Welch Allyn January 2008 - Present
GOJO Industries 2012 - Present
Pharma Tech Industries 2011 - Present
Diffinity Genomics 2012 - Present
Auburn Community Hospital July 2008 - Present
Healthcare Trustees of New York State January 2010 - Present
The Family Firm Institute October 2013 - Present
The Gifford Foundation January 2011 - Present
Allyn Foundation 2000 - Present
Welch Allyn 2007 - 2008
Skills
Strategic Planning, Team Building, Product Development, Medical Devices, Cross-functional Team..., Lifesciences, Product Management, Product Launch, New Business Development, Market Development, Global Marketing, Business Development
Education
University of Virginia - Darden Graduate School of Business Administration 1988 — 1990
MBA
Dartmouth College 1982 — 1986
BA
Martha Sloan Felch's The Family Firm Institute Experience 2011 - 2013
Job VP, Commercial Banking at Blue Hills Bank
Industry Banking
Experience
Blue Hills Bank September 2011 - Present
The May Institute January 2014 - Present
New England Baptist Hospital January 2013 - Present
Blue Hills Bank September 2011 - Present
The Boston Club April 1996 - Present
The Boston Club July 2009 - June 2015
YWCA Boston November 2008 - December 2013
The Family Firm Institute 2011 - 2013
Sovereign Bank July 2010 - September 2011
Center for Women's Enterprise October 2002 - September 2011
Skills
Finance, Banking, Commercial Lending, Commercial Banking, Strategic Planning, Cash Management, Leadership, Entrepreneurship, Business Development, Mergers & Acquisitions, Portfolio Management, Loans, Nonprofits, Management, New Business Development, Credit, Leadership Development, Fundraising, Financial Services
Education
Babson College
MBA, Marketing and Finance
Connecticut College
BA, English and German
LFHS
Blue Hills Bank September 2011 - Present
The May Institute January 2014 - Present
New England Baptist Hospital January 2013 - Present
Blue Hills Bank September 2011 - Present
The Boston Club April 1996 - Present
The Boston Club July 2009 - June 2015
YWCA Boston November 2008 - December 2013
The Family Firm Institute 2011 - 2013
Sovereign Bank July 2010 - September 2011
Center for Women's Enterprise October 2002 - September 2011
Skills
Finance, Banking, Commercial Lending, Commercial Banking, Strategic Planning, Cash Management, Leadership, Entrepreneurship, Business Development, Mergers & Acquisitions, Portfolio Management, Loans, Nonprofits, Management, New Business Development, Credit, Leadership Development, Fundraising, Financial Services
Education
Babson College
MBA, Marketing and Finance
Connecticut College
BA, English and German
LFHS
Andrew Finn, MSc, MBA's The Family Firm Institute Experience December 2010 - January 2012
Job Association Management Professional
Industry Nonprofit Organization Management
Experience
McKenna Management September 2015 - Present
Massachusetts Medical Society September 2013 - September 2015
Institute of Management Consultants and Advisers May 2013 - September 2013
Massachusetts Medical Society May 2012 - August 2012
Harvard Business School April 2012 - May 2012
Green Associates, LLC December 2010 - January 2012
The Family Firm Institute December 2010 - January 2012
Skills
Project Management, Strategy, Fundraising, Event Planning, Event Management, Consulting, Recruiting, Leadership, Training, Nonprofits, Membership Recruitment, Marketing Communications, Association Management, Marketing, Management, Social Media, Marketing Strategy, Membership Engagement, Analysis, Time Management, Data Analysis
Education
Northeastern University
Master of Business Administration
University College Dublin
Master of Science, Management Consultancy, Second Class Honours, Grade 1
Johnson & Wales University
Bachelor of Science, Management, summa cum laude
McKenna Management September 2015 - Present
Massachusetts Medical Society September 2013 - September 2015
Institute of Management Consultants and Advisers May 2013 - September 2013
Massachusetts Medical Society May 2012 - August 2012
Harvard Business School April 2012 - May 2012
Green Associates, LLC December 2010 - January 2012
The Family Firm Institute December 2010 - January 2012
Skills
Project Management, Strategy, Fundraising, Event Planning, Event Management, Consulting, Recruiting, Leadership, Training, Nonprofits, Membership Recruitment, Marketing Communications, Association Management, Marketing, Management, Social Media, Marketing Strategy, Membership Engagement, Analysis, Time Management, Data Analysis
Education
Northeastern University
Master of Business Administration
University College Dublin
Master of Science, Management Consultancy, Second Class Honours, Grade 1
Johnson & Wales University
Bachelor of Science, Management, summa cum laude
Dan Frosh's The Family Firm Institute Experience January 2012 - Present
Job Membership and Program Director at The Family Firm Institute
Industry Nonprofit Organization Management
Experience
The Family Firm Institute January 2012 - Present
The Colorado General Assembly January 2009 - January 2012
Toxics Action Center September 2010 - October 2011
Fund for the Public Interest October 2009 - September 2010
El Pomar May 2007 - August 2007
Skills
Non-profits, Fundraising, Public Speaking, Grassroots Organizing, Volunteer Management, Event Planning, Community Outreach, Research, Social Media, Political Campaigns, Event Management, Fundraisers, Philanthropy, Program Development, Coalitions, Policy Analysis, Proposal Writing, Press Releases, Politics, Leadership
Education
Suffolk Law School 2012 — 2015
The College of Wooster 2004 — 2008
B.A., Political Science
The Family Firm Institute January 2012 - Present
The Colorado General Assembly January 2009 - January 2012
Toxics Action Center September 2010 - October 2011
Fund for the Public Interest October 2009 - September 2010
El Pomar May 2007 - August 2007
Skills
Non-profits, Fundraising, Public Speaking, Grassroots Organizing, Volunteer Management, Event Planning, Community Outreach, Research, Social Media, Political Campaigns, Event Management, Fundraisers, Philanthropy, Program Development, Coalitions, Policy Analysis, Proposal Writing, Press Releases, Politics, Leadership
Education
Suffolk Law School 2012 — 2015
The College of Wooster 2004 — 2008
B.A., Political Science
Carmen Bianchi's The Family Firm Institute Experience September 2007 - September 2009
Job Founder and Principal at Carmen Bianchi Family Business Associates
Industry Education Management
Experience
Carmen Bianchi Family Business Associates January 1995 - Present
The Entrepreneurial Management Center at SDSU October 2003 - June 2012
The Family Firm Institute September 2007 - September 2009
Skills
Public Speaking, Entrepreneurship, Strategic Planning, Non-profits, Family Business, Management Consulting, Organizational..., Social Media, Executive Coaching, Event Planning, Leadership Development, Business Strategy, Nonprofits, Fundraising, Business Planning, Coaching, Marketing Strategy, Leadership, Program Development, Small Business, Mergers & Acquisitions, Strategy, Management, Higher Education, Start-ups, Workshop Facilitation, Team Building, Public Relations, Executive Management, Event Management, Research, Philanthropy, Training, Business Development, Marketing, Conflict Resolution, Venture Capital, Board Development, Strategic Partnerships, Community Outreach, Program Management, Social Entrepreneurship, Social Networking, Corporate Development
Education
The University of Texas at El Paso 1988 — 1991
Master of Arts (MA), History, Honors
The University of Texas at El Paso 1988 — 1990
Bachelor of Arts (B.A.), Business Administration and Management, General, Honors
Université Paris Sorbonne (Paris IV) / Sorbonne University 1964 — 1965
Partial BA, History of Art
Santissima Annunziata del Poggio Imperiale, Florence Italy 1963 — 1964
Post Matriculation, Honors
Park town Girls High Johannesburg South Africa 1960 — 1964
Carmen Bianchi Family Business Associates January 1995 - Present
The Entrepreneurial Management Center at SDSU October 2003 - June 2012
The Family Firm Institute September 2007 - September 2009
Skills
Public Speaking, Entrepreneurship, Strategic Planning, Non-profits, Family Business, Management Consulting, Organizational..., Social Media, Executive Coaching, Event Planning, Leadership Development, Business Strategy, Nonprofits, Fundraising, Business Planning, Coaching, Marketing Strategy, Leadership, Program Development, Small Business, Mergers & Acquisitions, Strategy, Management, Higher Education, Start-ups, Workshop Facilitation, Team Building, Public Relations, Executive Management, Event Management, Research, Philanthropy, Training, Business Development, Marketing, Conflict Resolution, Venture Capital, Board Development, Strategic Partnerships, Community Outreach, Program Management, Social Entrepreneurship, Social Networking, Corporate Development
Education
The University of Texas at El Paso 1988 — 1991
Master of Arts (MA), History, Honors
The University of Texas at El Paso 1988 — 1990
Bachelor of Arts (B.A.), Business Administration and Management, General, Honors
Université Paris Sorbonne (Paris IV) / Sorbonne University 1964 — 1965
Partial BA, History of Art
Santissima Annunziata del Poggio Imperiale, Florence Italy 1963 — 1964
Post Matriculation, Honors
Park town Girls High Johannesburg South Africa 1960 — 1964
Mike Whitty's The Family Firm Institute Experience 2003 - 2013
Job Partner at HANDLER THAYER, LLP
Industry Law Practice
Experience
HANDLER THAYER, LLP November 2013 - Present
Attorneys for Family Held Enterprises 2007 - Present
Vedder Price April 2008 - October 2013
The Family Firm Institute 2003 - 2013
Winston & Strawn LLP August 2002 - March 2008
Northwestern University School of Law January 1999 - December 2002
Kirkland & Ellis LLP 1997 - 2002
Arthur Andersen & Co. December 1983 - May 1986
Skills
Probate, Estate Planning, Succession Planning, Wills, Trusts, Powers of Attorney, Estate Administration, Estate Tax Planning, Living Trusts, Wealth Transfer, Commercial Litigation, Small Business, Mediation, Asset Protection, Employment Law, Tax Law, Personal Injury, Arbitration, Bankruptcy, Estate Law, Litigation, Courts, Licensing, Tax, Legal Advice, Guardianship, Trials, Dispute, Appeals, Wealth, Legal Writing, Gift Tax, LLC, Legal Assistance, Corporate Law, Probation, Elder Law, Financial Planners, Mergers & Acquisitions, Intellectual Property, Trade Secrets, Litigation Support, Product Liability, Legal Research, Joint Ventures, CPA, Family Law, Dispute Resolution, Legal Issues, Corporate Governance
Education
University of Texas at Austin 1986 — 1988
JD, Law
University of Texas at Austin 1980 — 1984
BBA, Accounting
The University of Texas at Austin - Red McCombs School of Business 1980 — 1983
BBA, Accounting
HANDLER THAYER, LLP November 2013 - Present
Attorneys for Family Held Enterprises 2007 - Present
Vedder Price April 2008 - October 2013
The Family Firm Institute 2003 - 2013
Winston & Strawn LLP August 2002 - March 2008
Northwestern University School of Law January 1999 - December 2002
Kirkland & Ellis LLP 1997 - 2002
Arthur Andersen & Co. December 1983 - May 1986
Skills
Probate, Estate Planning, Succession Planning, Wills, Trusts, Powers of Attorney, Estate Administration, Estate Tax Planning, Living Trusts, Wealth Transfer, Commercial Litigation, Small Business, Mediation, Asset Protection, Employment Law, Tax Law, Personal Injury, Arbitration, Bankruptcy, Estate Law, Litigation, Courts, Licensing, Tax, Legal Advice, Guardianship, Trials, Dispute, Appeals, Wealth, Legal Writing, Gift Tax, LLC, Legal Assistance, Corporate Law, Probation, Elder Law, Financial Planners, Mergers & Acquisitions, Intellectual Property, Trade Secrets, Litigation Support, Product Liability, Legal Research, Joint Ventures, CPA, Family Law, Dispute Resolution, Legal Issues, Corporate Governance
Education
University of Texas at Austin 1986 — 1988
JD, Law
University of Texas at Austin 1980 — 1984
BBA, Accounting
The University of Texas at Austin - Red McCombs School of Business 1980 — 1983
BBA, Accounting
Susan Gabert's The Family Firm Institute Experience 2014 - Present
Job Certificate Program coordinator at The Family Firm Institute
Industry Nonprofit Organization Management
Experience
The Family Firm Institute 2014 - Present
Education
Northwestern University
BS, Communications
The Family Firm Institute 2014 - Present
Education
Northwestern University
BS, Communications
YMCA
American Red Cross
Boy Scouts of America
City Year
Blue Cross Blue Shield of Michigan
Young Life
March of Dimes
UNICEF