Family Business Center of Hawaii

Equipping, educating and celebrating families in business

Shidler College of Business

FBC Event

upcoming events

May 7, 2014

Maui Meeting

"Leadership: What got you here...will it get you there?"

Speaker(s):

David McClain, Professor and President Emeritus, University of Hawaii

May 14, 2014

Oahu Meeting

"Reflections on 22 years of Leading a Family Business as an Outsider"

Speaker(s):

H. Mitchell D’Olier, Chairman of Kaneohe Ranch Co. and the Harold K.L. Castle Foundation

July 16, 2014

Oahu Meeting

Speaker(s):

Lloyd Kawakami, president, Iolani Sportswear

past events

March 27. 2014

Maui Meeting

"Transitioning from generation to generation and keeping the core family values alive"

Speaker(s):

J. Stephen Goodfellow, CEO
Chad Goodfellow, President, Goodfellow Bros., Inc.

March 11, 2014

Oahu Meeting

“Six generations of giving together"

Speaker(s):

Dale S, Bachman, President
Amber Strong Makaiau, Alternate Trustee
Gregory Wrenn, Alternate Trustee, Cooke Foundation, Ltd.

January 29, 2014

Oahu Meeting

"Leadership: What got you here...will it get you there?"

Speaker(s):

David McClain, Professor and President Emeritus, University of Hawaii

January 16, 2014

Maui Meeting

"Family and Community – 104 years of giving."

Speaker(s):

Kristina Lyons-Lambert, President
Mary “Maizie” Sanford, Secretary
Frances “Effie” Ort, Assistant Secretary

November 20, 2013

Oahu Meeting

"Joining the family business—an in-law’s perspective."

Speaker(s):

Speaker: Mike Niethammer, president of King Windward Nissan

November 12, 2013

Maui Meeting

"Real issues faced by real business owners on business succession planning."

Speaker(s):

Gretchen G. Voxland, Certified Family Business Specialist, Chartered Life Underwriter, Chartered Financial Consultant,Horizon Financial LLC

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
Sanford Saito, State of Hawaii Captive Insurance Examiner
Cory Kubota, Assurance Principal, Accuity LLP

Sept. 27-28, 2013

2013 Annual Retreat

"Beyond succession planning: building unity through a family strategy."

Speaker(s):

Andrew Keyt, president and founder of Keyt Consulting and executive director of the Loyola University Chicago Family Business Center

July 30, 2013

Maui Meeting

"Joining the family business—an in-law’s perspective."

Speaker(s):

Mike Niethammer, president of King Windward Nissan

July 16, 2013

Oahu Meeting

Speaker(s):

Duane Kurisu, founder and chairman of aio

June 19, 2013

Workshop

"Conquering the generational divide."

Speaker(s):

Cynthia Kitagawa, President of Insight Consulting and Training

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

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 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 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