Please Join Us
The Certificate in Financial Management for the Family Office (CFMFO) is a two and a-half day curriculum-based program. Attendees learn best practices in corporate governance and financial management, evaluation skills necessary to oversee and manage the financial and budgetary aspects of their family office. This program is developed by Pepperdine Graziadio School of Business and Management in association with Lido Consulting, Inc.
Who Should Enroll?
The Certificate in Financial Management for the Family Office is a training program designed for the family office management personnel, family members, individuals from affluent backgrounds, and advisors that work within the family office space. The program is capped at 30 participants and no sales are allowed, creating a “safe” place for open discussion. The certificate qualifies for continuing education credit for CPAs licensed in CA, MCLE for attorneys licensed in CA, CFPs and may qualify for other credentials depending on the state of jurisdiction.
Gregory Kushner – Lido Advisors, LLC
Dr. Carolyn Friend & Dr. Jamie Weiner – Inheriting Wisdom
Roy Kozupsky, ESQ. – Moses & Singer, LLP
Bruce DeBoskey – The DeBoskey Group
Michelle Konstantarakis – Investment Counsel Company
Dr. Abraham Park – PhD
Timothy Speiss – EisnerAmper LLP
Patricia Armstrong – Abbot Downing
Early Bird Registration Until June 2, 2017
Receive 25% off with discount code: LidoGuest
Certificate Learning Objectives
Learn the skills necessary to develop in-depth budgets for all aspects of business and personal activities as a basis for long-term planning and portfolio management.
Review best practices for financial reporting as a tool for decision making, appropriate levels of delegation of authority, organization over-site, and accountability.
Evaluate different legal and organization structures for wealth preservation, wealth transfer, and tax minimization.
Assess portfolio creation, the risk/return relationship, and wealth management tools.
Study various investment opportunities including both public and private markets, alternative investments, real estate investments, and international investment opportunities.
Discuss current issues facing family offices with peers and industry experts in a small group setting without the distraction of being sold to.
Certificate in Financial Management for the Family Office
Program Dates: June 19- 21, 2017
Location: Pepperdine University, Malibu Campus, Malibu, California