June 19, 2013
Workshop
"Conquering the generational divide."
Speaker(s):
Cynthia Kitagawa, President of Insight Consulting and Training
June 28, 2013
Maui Summer Social
July 16, 2013
Oahu Meeting
Speaker(s):
Duane Kurisu, founder and chairman of aio
July 30, 2013
Maui Meeting
Speaker(s):
Mike Niethammer, president of King Windward Nissan
Sept. 27-28, 2013
2013 Annual Retreat
Speaker(s):
Andrew Keyt, president and founder of Keyt Consulting and executive director of the Loyola University Chicago Family Business Center
October 23, 2013
Captive Insurance Forum
"The use of captive insurance by closely held enterprises."
Speaker(s):
Geoffrey Seaman, V.P. and Senior Wealth Management Director at BNY Mellon - Wealth Management George Sumner, Hawaii Captive Insurance Commissioner Cory Kubota, Assurance Principal, Accuity LLP
November 20, 2013
Oahu Meeting
Speaker(s):
Speaker: Mike Niethammer, president of King Windward Nissan
past events
May 22, 2013
Oahu Meeting
"Conquering the generational divide." (tentative)
Speaker(s):
Cynthia Kitagawa, President of Insight Consulting and Training
May 16, 2013
Maui Meeting
"2013 Tax Law Update."
Speaker(s):
Randall M. L. Yee, attorney and certified public accountant
April 2, 2013
Maui Meeting
"Increasing shareholder value for easier succession."
Speaker(s):
Myron Nakata, former president of Acutron LLC
March 20, 2013
Oahu Meeting
"Leaving on top: Graceful exits for leaders"
Speaker(s):
David Heenan, trustee of the Campbell Estate and visiting professor at Georgetown University
January 16, 2013
Maui Meeting
"Families who invest together, stay together"
Speaker(s):
Scot Berryman, senior vice president of The Pacific Wealth Group, Morgan Stanley Smith Barney and Jeffrey Weiler, senior vice president of The Pacific Wealth Group, Morgan Stanley Smith Barney
January 15, 2013
Oahu Meeting
"Families who invest together, stay together"
Speaker(s):
Scot Berryman, senior vice president of The Pacific Wealth Group, Morgan Stanley Smith Barney and Jeffrey Weiler, senior vice president of The Pacific Wealth Group, Morgan Stanley Smith Barney
November 29, 2012
Maui Meeting
"Succession planning ideas and strategies"
Speaker(s):
Marcus Boland, Wealth Management Advisor for Northwestern Mutual Wealth Management Co.
November 20, 2012
Oahu Meeting
“How one local family links to G-4, a story on succession.”
Speaker(s):
Paul Mizoguchi and Guy Kamitaki of Maui Varieties Limited
Oct. 19–20, 2012
2012 Annual Retreat
"Courage in Family Business"
Speaker(s):
Wayne Rivers, co-founder and president of The Family Business Institute
August 10, 2012
Sailing Social on Maui
July 24, 2012
Oahu Meeting
"Financing succession."
Speaker(s):
Marcus Boland, Wealth Management Advisor for Northwestern Mutual Wealth Management Co.; Donovan Koki, Sr. VP of Corporate Banking for Bank of Hawaii; and Julia Okinaka, Senior Manager of Accuity LLP (moderator)
June 27, 2012
2012 Summer Social
June 13, 2012
Maui Meeting
"What is an ESOP and can it be a good succession planning tool?"
Speaker(s):
Frieda S. Takaki, chair of the Employee Ownership Foundation, and president/CEO of CHART Rehabilitation of Hawaii, Inc.
May 15, 2012
Oahu Meeting
"Preparing the company for sale or succession, similarities and differences."
Speaker(s):
Matthew DiGeronimo, managing director of Smith Floyd
March 14, 2012
Oahu Meeting
"Preparing for succession and where it may lead you."
Speaker(s):
Mits Kaneshige, former president of Nordic Construction
March 1, 2012
Maui Meeting
“How one local family links to G-4, a story on succession.”
Speaker(s):
Paul Mizoguchi of Maui Varieties Limited
January 31, 2012
Oahu Meeting
"The agony and ecstasy of creating a family business – the story of Saltchuk."
Speaker(s):
Mike Garvey, retired chairman of Saltchuk Resources, Inc.
November 3, 2011
Maui Meeting
"What the business owner should expect in the estate planning process—observations from 30 years of helping families with succession."
Speaker(s):
Harmon Brown, partner, Schiff Hardin LLP
November 1, 2011
Oahu Meeting
"What the business owner should expect in the estate planning process—observations from 30 years of helping families with succession."
Speaker(s):
Harmon Brown, partner, Schiff Hardin LLP
September 16–17, 2011
2011 Annual Retreat
"Values Based Leadership"
Speaker(s):
Speaker: David Bork, founder, Aspen Family Group
July 12, 2011
Oahu Meeting
"Training company leaders."
Speaker(s):
Beryl Fajardo, director of leadership development and training, Hawaiian Airlines
July 7, 2011
2011 Annual Social
Members are invited to an evening at the Shidler College of Business to mingle with fellow FBCH members and learn about the renovated facilities and world-class programs.
June 23, 2011
Maui Meeting
"Family business succession--the difficult conversations."
Speaker(s):
Kent Tsukamoto, managing partner, Accuity LLP
May 17, 2011
Oahu Meeting
"Reinventing the business and family by the third generation."
Speaker(s):
Paul Uyehara, president, Aloha Tofu
April 6, 2011
Maui Meeting
"Y. Hata's transition from the second to third generation."
Speaker(s):
Russell Hata, chairman of the board, president and CEO, Y. Hata and Co., Limited
March 29, 2011
Oahu Meeting
"Family business succession--the difficult conversations."
Speaker(s):
Kent Tsukamoto, managing partner, Accuity LLP
February 7, 2011
Maui Meeting
"Tax aspects of transferring the business to the next generation (in light of the new estate tax law)."
Speaker(s):
Roger H. Epstein, partner, Cades Schutte and Constance Liu, associate, Cades Schutte
January 11, 2011
Oahu Meeting
"Tax aspects of transferring the business to the next generation (in light of the new estate tax law)."
Speaker(s):
Roger H. Epstein, partner, Cades Schutte and Constance Liu, associate, Cades Schutte
November 10, 2010
Oahu Meeting
"The Kelley family story."
Speaker(s):
Dr. Chuck Kelley, vice president of KF development, Outrigger Enterprises Group
October 8-9, 2010
2010 Annual Retreat
Speaker(s):
Dr. Lee Hausner, internationally recognized clinical psychologist, business consultant and family wealth advisor
August 25, 2010
Maui Meeting
Speaker(s):
Jimmy Haynes and Kimo Haynes, formerly of Maui Petroleum, Hawaii Petroleum and Minit Stop Store
July 18, 2010
Oahu Meeting
"Trials, tribulations and triumphs of seven generations."
Speaker(s):
John Morgan, president, Kualoa Ranch Hawaii
June 27, 2010
2010 Annual Social
Kualoa Ranch
June 23, 2010
Maui Meeting
"The impact of giving together as a family."
Speaker(s):
Myles Shibata, vice president of philanthropic services, Hawaii Community Foundation
Lorraine Tamaribuchi, director of familly philanthropy, Hawai'i Community Foundation
Paul Kosasa, president and CEO, ABC Stores
May 19, 2010
Oahu Meeting
Speaker(s):
Mr. Jonathan Bridge, vice chairman and general counsel, Ben Bridge Jewelers
March 24, 2010
Maui Meeting
"Exit planning for business owners."
Speaker(s):
Kathleen Bryan, CTFA, Vice President and Manager, Financial Planning Private Client Services, Bank of Hawaii
March 9, 2010
Oahu Meeting
"The Y. Hata & Co., Limited family business story."
Speaker(s):
Russell Hata, chairman of the board, president and CEO, Y. Hata and Co., Limited
January 19, 2010
Maui Meeting
"The Kelley family story."
Speaker(s):
Dr. Chuck Kelley, vice president of KF development, Outrigger Enterprises Group
January 12, 2010
Oahu Meeting
"The impact of giving together as a family."
Speaker(s):
Myles Shibata, vice president of philanthropic services, Hawaii Community Foundation Lorraine Tamaribuchi, director of familly philanthropy, Hawai'i Community Foundation Paul Kosasa, president and CEO, ABC Stores