Family Business Center of Hawaii

Equipping, educating and celebrating families in business

Shidler College of Business

FBC Event

Upcoming Events

Friday, March 12, 2021

O'ahu Meeting

Topic: To be announced

Speaker(s):

Chris Iwamura, CEO of Rainbow Drive-In

Past Events

Wednesday, January 20, 2021

O'ahu Meeting

Topic: Insecurity about my Cybersecurity

Speaker(s):

Stanley Lau is the Founder of Hawaii Tech Support, a technology company focused on helping businesses effectively utilize technology. Stan has over twenty years of experience in technology in areas including systems administration, security implementation, software development, project management, and technology consulting. He leads the IT consulting firm that was twice recognized as one of Hawaii’s Fastest 50 growing companies. Stan earned his B.S. in Computer Science and Engineering from UCLA and was recognized by PBN as one of Hawaii’s 40 under 40.

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.

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

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 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)

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.

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 15, 2018

Maui Social

Deluxe Ma’alaea Sunset Sail

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

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

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 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.

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

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

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 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