December 16, 2020
Next Generation Peer Group Meeting
Past Events
November 20, 2020
All Chapters Virtual Social Event
Chief dreamer and visionary Dr. Gunars Valkirs heads up the company. A full-time Maui resident and retired biotech entrepreneur, Gunars started a cacao farm with the goal of making great chocolate. As the operation grew, he knew he wanted to tie it into the philanthropy that is so central to life for him and his wife JoRene. Plans for the farm, the factory and the company evolved—and MKEC’s Chocolate Kuleana took shape right along with it, creating a remarkable and admirable business model. As CEO, Gunars is responsible for overall leadership, strategic vision and financial vitality of MKEC.
Speaker(s):
From the comfort of your own space, enjoy a curated tasting led by CEO Dr. Gunars Valkirs
November 13, 2020
All Island Chapters Virtual Meeting
Topic: Positioning for Business Growth in 2021: Global Trends, Leadership, and Questions To Ask Yourself
Speaker(s):
Noel Pacarro Brown, CIMA®, CPWA® Financial Advisor, First Vice President Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant The Conscious Wealth Management Group at Morgan Stanley
September 30, 2020
All Island Chapters Virtual Meeting
Topic: Impacts of COVID-19: Beginning, Present & Beyond
Speaker(s):
Moderator: Tiffany Richardson, Current Events - An Event Production Agency Speakers: John Morgan, Kualoa Ranch Emily Porter, The MacNaughton Group Toby Taniguchi, KTA Super Stores
Sept. 25-26, 2020 - POSTPONED TO SPRING 2021
Annual Retreat - Postponed to Spring 2021
The 2020-21 Annual retreat was previously planned for September 25-26, 2020. It has been postponed to Spring 2021. Exact dates to be announced.
Speaker(s):
Ms. Leslie Dashew
August 25, 2020
All Island Chapters Virtual Webinar Hosted by the Hawai'i Island Chapter
Topic: ʻOhana as interconnected systems in business and the environment Michele Zane-Faridi grew up in Kaneohe, O’ahu, and eventually migrated to Hawaii island. Opening the family store in 1993, nearly raising daughter Shadi Faridi in their little shop in downtown Hilo. Together they run, curate, and nearly live at their shops Cultivar Goods and Hana Hou in Hilo.
Speaker(s):
Michele Zane-Faridi and daughter Shadi Faridi of Hana Hou Hilo
August 19, 2020
Next Gen Peer Group - CANCELED
Meeting has been canceled due to Act With Care - No Gathering mandate.
Speaker(s):
Open discussion with breakout session
July 29, 2020
All Island Chapters Virtual Webinar
Topic: "Four Principles of Family Business…Popeyes Style"
Speaker(s):
Speaker: Sean Uezu is President, Hawaii Pop’s Inc., operator of Popeyes Louisiana Kitchen restaurants in Hawaii, Principal U-Mobile LLC, and Principal Take-N-Bake Hawaii LLC.
June 2020
Maui Summer Social - POSTPONED
Event postponed due to COVID-19. Fall date to be announced via email.
June 2020
Hawai`i Island Summer Social - POSTPONED
Event postponed due to COVID-19. Fall date to be announced via email.
June 25, 2020
O`ahu Summer Social - POSTPONED
Event postponed due to COVID-19. Fall date to be announced via email.
June 17, 2020
Next Gen Peer Group - CANCELED
NGPG meetings will resume when able to gather.
May 28, 2020
Webinar Presented by BCR
Topic: Disruptive Adaptation: Impacts on Stress and Succession in Family Business
Speaker(s):
BCR Speaker Panelist: - Laurie Foster, Senior Consultant/Partner - Lisa A. Menor Miller, Senior Consultant - Celine Casamina, Associate Consultant
May 20, 2020
All Island Chapters Virtual Webinar
Turning from Defense to Offense as they Recover from the Covid-19 Crisis
Speaker(s):
MODERATOR: Ryan A. Martinez Principal—Wealth Advisor PANEL SPEAKER(S): - Andrea L. Kushner Director—Wealth Strategies Group - John K. Murphy Founder and CEO of JK Murphy Advisors
March 25, 2020
Maui Meeting - CANCELED
Generational Dynamics
Speaker(s):
Dana Telford, Principal Consultant, The Family Business Consulting Group
March 13, 2020
O'ahu Meeting
The Third Generation of the General Contractor Company Ralph S. Inouye Co. Ltd.
Speaker(s):
Blake Inouye & Ross Inouye, grandsons of the founder Ralph S. Inouye Co. Ltd. General Contractor
March 2, 2020
Ulu na Alaka`i - Growing Leaders Program
APPLY by February 21, 2020 for Cohort #1: March 2, 2020 - January 2021 This program is designed to help high-performing, mid-level managers prepare for the next level of leadership. Participants may or may not be family members however they must be employed within a family business.
February 19, 2020
Big Island Meeting
"Successfully Growing Sun Noodle: A Global Brand That Stays True to its Aloha Spirit."
Speaker(s):
Kenshiro Uki, Vice President of Operations, Sun Noodle
January 29, 2020
O'ahu Meeting
“Building a Learning Culture” and the introduction to Ulu na Alaka`i – Growing Leaders Program
Speaker(s):
Sarah Kalicki-Nakamura, Think LLC.
January 15, 2020
Maui Meeting
“Sailing Into G3: The Transition of Business from One Generation to the Next”
Speaker(s):
Randy Coon, Trilogy Excursions
December 18, 2019
Next Generation Peer Group Meeting
Topic: "2019 Reflections & 2020 Intentions"
November 14, 2019
Maui Meeting
Speaker(s):
Jim Doran III, Second Generation Owner of Ceramic Tile Plus and EY Design
November 12, 2019
Big Island Meeting
Speaker(s):
Chad Bloom, Vice President, The Zelinsky Company
November 8, 2019
Oahu Meeting
Next Gen Panel Discussion Topic: "The Next Gen Take Over"
Speaker(s):
Chad Bloom, Vice President of The Zelinsky Company; Sarah Bow, President & Chief Operating Officer of Bow Engineering & Development, Inc.; Megan Takagi, CFP, Financial Advisor of Takagi & Takagi
October 16, 2019
Next Generation Peer Group Meeting
"Family Giving Rooted in Gratitude"
Speaker(s):
Darcie Yukimura, Director of Community Philanthropy at Hawaii Community Foundation
Sept. 20-21, 2019
2019 Annual Retreat
"Blocking and Tackling: Communicating Effectively to Win the Family Business Governance Game"
Speaker(s):
Dana Telford, Principal Consultant, The Family Business Consulting Group, and Nicole Bettinger-Zeidler, Consultant, The Family Business Consulting Group
August 22, 2019
Maui Summer Social
August 7, 2019
Big Island Meeting
"The Family Business Journey of FCH Enterprises (Tale of Two Brothers)"
Speaker(s):
Jason Higa, Chief Executive Officer of FCH Enterprises, Inc. (Zippy's Restaurants)
July 17, 2019
Oahu Meeting
“The Family Business Journey of FCH Enterprises (Tale of Two Brothers)”
Speaker(s):
Jason Higa, Chief Executive Officer of FCH Enterprises, Inc. (Zippy’s Restaurants)
June 4, 2019
Next Generation Peer Group Meeting
May 23, 2019
Oahu Summer Social
May 21, 2019
Big Island Social
May 8, 2019
Maui Meeting
“Crafting a Family Constitution”
Speaker(s):
Dana Telford, Principal Consultant, The Family Business Consulting Group
May 7, 2019
Oahu Meeting
“Crafting a Family Constitution”
Speaker(s):
Dana Telford, Principal Consultant, The Family Business Consulting Group
April 17, 2019 (NEW DATE)
Oahu Meeting
"Successfully Growing Sun Noodle: A Global Brand That Stays True to its Aloha Spirit."
Speaker(s):
Kenshiro Uki, Vice President of Operations, Sun Noodle
April 10, 2019
Big Island Meeting
“How to Craft a Family Constitution”
Speaker(s):
Dana Telford, Principal Consultant, The Family Business Consulting Group
April 5, 2019
Maui Meeting
"Family business succession from the third generation's perspective."
Speaker(s):
Ryan MacLaughlin, third generation realtor, Island Sotheby’s International Realty
March 6, 2019
Next Generation Peer Group Meeting
"Becoming the boss."
Speaker(s):
Noel Pacarro Brown, Financial Advisor and First Vice President at The Pacarro Group at Morgan Stanley
February 20, 2019
Big Island Meeting
"Leading the family business when you're not part of the family."
Speaker(s):
Norman Noguchi, President and Chief Operating Officer of Marcus & Associates, Inc.
February 6, 2019
Maui Meeting
“Making Sense of Business Valuation for Family Business Succession Planning”
Speaker(s):
Ethan Lee, CPA, ABV, CFF at Pacific Business Valuations
January 29, 2019
Oahu Meeting
"Leading the family business when you're not part of the family."
Speaker(s):
Norman Noguchi, President and Chief Operating Officer of Marcus & Associates, Inc.
December 11, 2018
Next Generation Peer Group Meeting
November 8, 2018
Maui Meeting
“Market City the Next Generation”
Speaker(s):
Marvin Fong, Chairman and Treasurer; Sandra Au Fong, President and Secretary; and Timothy Fong, Vice President of Market City Limited
November 6, 2018
Oahu Meeting
"Powers of Deduction: Tax-Saving Strategies Under the Legislation Formerly Known as the Tax Cuts and Jobs Act"
Speaker(s):
Thomas J. Pauloski, National Managing Director of Wealth Strategies at Bernstein
October 17, 2018
Big Island Meeting
“Journey to Immortality: How the Hata Family is Preserving the Future of the Company."
Speaker(s):
Russell Hata, Chairman & CEO, Y Hata & Co., Ltd
Sept. 21–22, 2018
2018 Annual Retreat
"Creating Your Family Business Future: Leading Through Innovation"
Speaker(s):
Joe Schmieder, principal at Family Business Consulting Group
August 2, 2018
Maui Meeting
"Pros and Cons of ESOPs as an Exit Strategy."
Speaker(s):
Frieda S. Takaki, Retired President and CEO of Chart Rehabilitation of Hawaii, Inc.
July 24, 2018
Oahu Meeting
“Business Transition Planning: To Transfer or Sell?”
Speaker(s):
Ethan Lee, CPA, ABV, CFF at Pacific Business Valuations, and Craig Chong, President & CEO of Fresh Leadership
July 5, 2018
Big Island Meeting
"On Hiring Outsiders"
Speaker(s):
Wayne Kamitaki, President of Maui Varieties, Ltd.
June 27, 2018
2018 Oahu Summer Social
Dine Around at Royal Hawaiian Center
June 15, 2018
Maui Social
Deluxe Ma’alaea Sunset Sail
June 6, 2018
Next Generation Peer Group Meeting
May 22, 2018
Oahu Meeting
"It’s all in the DNA - Continuing a 65-year-old legacy"
Speaker(s):
Alx Kawakami (3rd generation), Director of Development, and Sarah Kawakami, Retail and Merchandising Manager, ‘IOLANI, Inc.
May 17, 2018
Maui Meeting
"Successfully Growing Sun Noodle: A Global Brand That Stays True to its Aloha Spirit"
Speaker(s):
Kenshiro Uki, Vice President of Operations, Sun Noodle
April 27, 2018 (NEW DATE)
Big Island Meeting
"Enhanced Emotional Intelligence for Effective Modern Leadership"
Speaker(s):
Corey Campbell, CEO & Founder, Akamai Training & Consulting, LLC
April 3, 2018
Maui Meeting
Speaker(s):
Lee Hausner, Author of "The Legacy Family....The Definitive Guide To Creating a Successful Multi-generational Family"
March 16, 2018
Oahu Meeting
Speaker(s):
Neal Arakaki, President of Menehune Mac
March 6, 2018
Next Generation Peer Group Meeting
"Recognizing Work and Communication Styles to Optimize Your Team"
Speaker(s):
Lee Higa-Okamoto, Director of Graduate Career Services and Professional Development at the Shidler College of Business
February 22, 2018
Maui Meeting
"The Family Business Journey of FCH Enterprises (Tale of Two Brothers)"
Speaker(s):
Jason Higa, Chief Executive Officer of FCH Enterprises, Inc.
January 23, 2018
Oahu Meeting
"Communicating Across Four Generations"
Speaker(s):
Billie Takaki Lueder, Director of Communications & External Affairs for Honolulu Community College
January 18, 2018
Big Island Meeting
Speaker(s):
Speaker: Ross Nakashima, Ventures Associates & Hawaii Paper Products
December 7, 2017
Next Generation Peer Group Meeting
"Developing your personal leadership vision for 2018"
Speaker(s):
Craig Chong, President and CEO of Fresh Leadership
November 17–18, 2017
2017 Annual Retreat
"Workplace Wellness in a Family Business"
Friday, October 20, 2017
Maui Meeting
Speaker(s):
Stephen Ueda, President & CEO of Suisan Company, Ltd.
October 19, 2017
Big Island Meeting
"Family governance policies and agreements"
Speaker(s):
Charles Kelley, M.D., President and Chairman of the Board, Seaside Ohana Investments
September 20, 2017
Oahu Meeting
Speaker(s):
Steven Ai, President, and Carol Ai May, Vice President of City Mill
September 13, 2017
Next Generation Peer Group Meeting
Speaker(s):
Speaker: Glenn Kurlander, Morgan Stanley’s Head of Family Governance
August 10, 2017
2017 Oahu Social
Please join us at the home of Chuck and Jenny Kelley for our annual social in Oahu. Heavy pupus, refreshments, and lawn games will be provided.
August 1, 2017
Maui Meeting
"Surviving the Family Business Leadership Transitions"
Speaker(s):
Lari Bloom, President & Operations Manager at Zelinsky Company; Ryan Ouye, Vice President of Service Rentals & Supplies Inc.; & Chris Redlew, President & COO of Pacific Transfer LLC. Moderator: Laurie Foster, Senior Consultant & Partner of Business Consulting Resources.
July 11, 2017
Oahu Meeting
"Enhanced Emotional Intelligence for Effective Modern Leadership"
Speaker(s):
Corey Campbell, CEO & Founder, Akamai Training & Consulting, LLC
July 6, 2017
Big Island Meeting
Speaker(s):
John Roth and Kumu Belcher, Estate Planning Attorneys, Hawaii Trust & Estate Counsel
June 30, 2017
Maui Social
Dine Around at The Shops at Wailea
May 24, 2017
Maui Meeting
"2017 Tax Law Updates for Family Enterprises"
Speaker(s):
Randall M. L. Yee, attorney and certified public accountant
May 9, 2017
Oahu Meeting
Speaker(s):
Gina Mangieri, Co-Owner of the Cole Academy
April 26, 2017
Next Generation Peer Group Meeting
Speaker(s):
Andrea “Anj” Lum, Communications Manager, American Savings Bank
April 13, 2017
Maui Meeting
Speaker(s):
Wendy Shewalter, CEO, and Gerri Hayes, Founder of Office Pavilion
April 7, 2017
Big Island Meeting
"Family Council Strategies: What's Worked for the Fukunaga Family"
Speaker(s):
Ruth Uejio, Fukunaga Family Council Chair (Servco Pacific, Inc.)
March 15, 2017
Oahu Meeting
"Past, present, and future of Jayco Hawaii"
Speaker(s):
Marc Delay, President of Jayco Hawaii, Inc.
February 9, 2017
Next Generation Peer Group Meeting
"Leading the family business; what it’s like to be the boss as a next gen"
Speaker(s):
John Roth, Owner, Hawaii Trust & Estate Counsel
February 1, 2017
Maui Meeting
Speaker(s):
The Watumull Family – JD, Jojo, Vik and Jared Watumull
January 25, 2017
Big Island Meeting
“Aloha Tofu: Building Blocks for a Family Business"
Speaker(s):
Paul Uyehara, President of Aloha Tofu Factory, Inc.
January 11, 2017
Oahu Meeting
“Finding “Success” in Family Business Succession” and "What Does a Trump Presidency Mean for Your Investments?"
Speaker(s):
Lee Hausner, Author of "The Legacy Family....The Definitive Guide To Creating a Successful Multi-generational Family," and Lou Abel, Chief Investment Officer of First Foundation Advisors
November 16, 2016
Maui Meeting
"How to compensate the older generation when the new generation transitions over, and strategic planning for the future"
Speaker(s):
Albert R. Kingan, JD, LL.M, CLU, ChFC; Assistant Vice President, Estate and Business Planning, MassMutual
November 9, 2016
Oahu Workshop
"Transitions in the multi-generation family."
Speaker(s):
Joline Godfrey, author of “Raising Financially Fit Kids.”
November 3, 2016
Big Island Meeting
Speaker(s):
Nelson T. Okumura, President and CEO of Valley Isle Produce Inc.
October 14-15, 2016
2016 Annual Retreat
"Fireproofing your family business"
Speaker(s):
David C. Bentall, Founder of Next Step Advisors Inc.
September 22, 2016
Next Generation Peer Group
"Leadership Practices and Styles in Family Business"
July 27, 2016
Maui Meeting
Speaker(s):
Catherine L. Nobriga Kim, President and General Manager of Maui Soda & Ice Works, Ltd. (and Roselani ice cream maker)
July 20, 2016
Oahu Meeting
"How to Prepare for Death of a Key Family Business Member"
Speaker(s):
Dr. Lani Leary, Author of “No One Has to Die Alone: Preparing for a Meaningful Death”
July 19, 2016
Big Island Meeting
"L&L: Looking to the future"
Speaker(s):
Eddie Flores, Founder and CEO of L&L Drive-Inn and L&L Hawaiian Barbecue, and Elisia Flores, Chief Financial Officer of L&L Hawaiian Barbecue
July 7, 2016
Next Generation Peer Group Meeting
"Navigating Tricky Dynamics with Non-Family Members in the Family Business."
June 23, 2016
Summer Social
Dine Around at the Royal Hawaiian Center.
June 10, 2016
Maui Social
Maui Tropical Plantation tour and networking reception
May 26, 2016
Oahu Meeting
Speaker(s):
Mark Tabbutt, Chairman of Saltchuk, and Timothy Engle, President of Saltchuk
May 25, 2016
Maui Meeting
Speaker(s):
Mark Tabbutt, Chairman of Saltchuk, and Timothy Engle, President of Saltchuk
April 14, 2016
Big Island Information Session
Owners of Big Island family enterprises are invited to an information session to learn about the launch of the new Big Island chapter.
April 6, 2016
Maui Meeting
Speaker(s):
Nelson T. Okumura, President and CEO of Valley Isle Produce Inc.
March 30, 2016
Oahu Meeting
Speaker(s):
JD Watumull, Vik Watumull, Jojo Watumull and Jared Watumull of Watumull Brothers Ltd.
February 23, 2016
Next Generation Peer Group Meeting
"Leadership Transitions in a Family Business: Hear from those Next Gen who have Survived and Thrived!"
Speaker(s):
Lari Zelinsky Bloom, President/Owner, Zelinsky Company; Ryan Ouye, Owner, Service Rentals & Supplies Inc.; and Ken Ota, General Manager, Pacific Pipe Company, Inc.
January 26, 2016
Oahu Meeting
Speaker(s):
Anne Swayne Keir, president of The Keith and Judy Swayne Family Foundation, and Keith Swayne, co-founder of the Swayne Family Foundation and retired CEO of Case Swayne Co./International Food Solutions.
January 19, 2016
Maui Meeting
"How to develop leadership and management skills in the next generation."
Speaker(s):
Michael D. Miyahira, Family Business Consultant and Owner of Business Strategies
November 6–7, 2015
Great Families Orientation
More details to be announced.
Speaker(s):
Joline Godfrey, CEO of Independent Means, Inc., and author of many books including "Raising Financially Fit Kids."
November 3, 2015
Oahu Meeting
"Selling a business: specific applications and issues."
Speaker(s):
Tom Pauloski, National Managing Director of Bernstein’s Wealth Planning and Analysis Group
September 4–5, 2015
2015 Annual Retreat
"Family employment policy, balanced engagement, and development of the rising generation of leaders, family members, and shareholders."
Speaker(s):
Kim Schneider Malek, President, Family Enterprise Continuity Alliance, and Blake Nordstrom, Co-president, Nordstrom, Inc.
August 5, 2015
Next Generation Peer Group
"NextGen Playbook - Building a Championship Team"
Speaker(s):
Dana Takushi, EVP, and Dirk Yoshizawa, SVP at Bank of Hawaii.
July 29, 2015
Oahu Meeting
"Helping you find your next CEO; Mine happens to be my daughter."
Speaker(s):
Kathryn K. Inkinen, President of Inkinen & Associates, Inc.
July 21, 2015
Maui Meeting
"Schuman Carriage: From horse and buggy to automobiles to aviation."
Speaker(s):
Richard Schuman, president of Schuman Carriage Company and Schuman Aviation Company
June 30, 2015
Summer Social
Members are invited to the Stan Sheriff Center to enjoy each other's company, meet new UH Athletics Director David Matlin and be among the first to preview the newly renovated athletics training room.
June 26, 2015
Maui Social
All members are invited to the beautiful Ali‘i Kula Lavender farm in upcountry Maui for the annual Maui Social. Tour the 13.5-acre working farm that is home to approximately 55,000 lavender plants and 45 different varieties of lavender; hang out in the guest house with your fellow members; and enjoy tasty pūpū and drinks.
May 27, 2015
Oahu Meeting
"L&L: Looking to the future"
Speaker(s):
Eddie Flores, Founder and CEO of L&L Drive-Inn and L&L Hawaiian Barbecue, and Elisia Flores, Chief Financial Officer, L&L Hawaiian Barbecue
May 19, 2015
Maui Meeting
"L&L: Looking to the future"
Speaker(s):
Eddie Flores, Founder and CEO of L&L Drive-Inn and L&L Hawaiian Barbecue, and Elisia Flores, Chief Financial Officer, L&L Hawaiian Barbecue
March 25, 2015
Oahu Meeting
"Schuman Carriage: From horse and buggy to automobiles to aviation."
Speaker(s):
Richard Schuman, Owner of Makani Kai Helicopters
March 11, 2015
Maui Meeting
"Helping you find your next CEO; Mine happens to be my daughter."
Speaker(s):
Kathryn K. Inkinen, President of Inkinen & Associates, Inc.
February 11, 2015
Next Generation Peer Group
“Selling a second generation company and now working harder for the succeeding company.”
Speaker(s):
Glenn Kaneshige, President of Nordic / PCL Construction, Inc.
January 27, 2015
Oahu Meeting
Speaker(s):
John Carpenter, Owner, Island Slipper Factory, Ltd.
January 14, 2015
Maui Meeting
"The legacy continues: The Alii Kula Lavender Farm story"
Speaker(s):
Koa Chang, President of Ali'i Kula Lavender
November 5, 2014
Oahu Meeting
"Venn Diagrams: The Intersection of Estate & Income Tax For Family Business Owners (Planning in the ATRA-Math)."
Speaker(s):
Paul S. Lee, national managing director of Bernstein Global Wealth Management
November 4, 2014
Maui Meeting
"Venn Diagrams: The Intersection of Estate & Income Tax For Family Business Owners (Planning in the ATRA-Math)."
Speaker(s):
Paul S. Lee, national managing director of Bernstein Global Wealth Management
October 17-18, 2014
2014 Annual Retreat
Speaker(s):
Doug Box, founder of Box Family Advisors, and Ed Hart, director of the Center for Family Business at the California State University Fullerton
September 16, 2014
Maui Meeting
"Case Study: Transfer of Control of a Hawaii Family Business."
Speaker(s):
Kenneth Gilbert, senior consultant and partner of Business Consulting Resources
July 22, 2014
Maui Meeting
"Creating a constitution to preserve your family's legacy."
Speaker(s):
Monica Toguchi, president of Highway Inn
July 16, 2014
Oahu Meeting
"Is the family legacy the family business?"
Speaker(s):
Lloyd Kawakami, president, Iolani Sportswear
June 27, 2014
Summer Social
June 13, 2014
Maui Social
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
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
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 19, 2013
2013 Summer Social
Hawaii Children's Discovery Center
July 16, 2013
Oahu Meeting
Speaker(s):
Duane Kurisu, founder and chairman of aio
June 28, 2013
Maui Summer Social
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
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