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X-WR-CALDESC:Events for James Grubman, PhD
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20241003
DTEND;VALUE=DATE:20241004
DTSTAMP:20260516T181511
CREATED:20240831T152145Z
LAST-MODIFIED:20241020T173823Z
UID:6791-1727913600-1727999999@jamesgrubman.com
SUMMARY:Repeat appearance at client events for Montreal bank
DESCRIPTION:Jim returned for a third year to discuss integrated family wealth management for UHNW clients at Financiere Banque Nationale\, focusing on legacy and communication skills.
URL:https://jamesgrubman.com/event/repeat-appearance-at-client-events-for-montreal-bank/
LOCATION:Montreal QC\, Montreal\, Quebec\, Canada
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20241025
DTEND;VALUE=DATE:20241026
DTSTAMP:20260516T181511
CREATED:20240831T150943Z
LAST-MODIFIED:20241211T180537Z
UID:6786-1729814400-1729900799@jamesgrubman.com
SUMMARY:Prestigious FFI award announced
DESCRIPTION:The Family Firm Institute bestowed its top practitioner award for 2024 – the prestigious Richard Beckhard Practice Award – on Jim Grubman at the fall FFI Annual Conference in London\, England.
URL:https://jamesgrubman.com/event/prestigious-ffi-award-announced/
LOCATION:London\, England\, UK\, London\, United Kingdom
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20241113
DTEND;VALUE=DATE:20241115
DTSTAMP:20260516T181511
CREATED:20240831T153040Z
LAST-MODIFIED:20241211T180330Z
UID:6794-1731456000-1731628799@jamesgrubman.com
SUMMARY:The UHNW Institute Annual Symposium - 2024
DESCRIPTION:Jim led an interactive in-depth training on the Ten Domains of Family Wealth during the first afternoon\, accompanied by colleagues Stacy Allred and Tom McCullough\, at the third annual UHNW Institute Symposium. During the second day\, Jim participated in several segments focusing on the Institute’s latest major initiatives on integrated family wealth management. Feedback from the event was that the Symposium was the best it had ever been.
URL:https://jamesgrubman.com/event/annual-uhnw-institute-symposium-presentations/
LOCATION:New York NY\, New York
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20241120
DTEND;VALUE=DATE:20241121
DTSTAMP:20260516T181511
CREATED:20241020T174811Z
LAST-MODIFIED:20241211T175825Z
UID:6950-1732060800-1732147199@jamesgrubman.com
SUMMARY:Schwab IMPACT Conference Presentation
DESCRIPTION:Jim co-presented on the Ten Domains of Family Wealth with Paul Ferguson of Schwab Family Office Services at the multi-day IMPACT Conference. The well-attended presentation detailed some of the options and strategic decisions firms may have concerning integrated service models.
URL:https://jamesgrubman.com/event/schwab-impact-conference-presentation/
LOCATION:San Francisco\, CA
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20241219
DTEND;VALUE=DATE:20241220
DTSTAMP:20260516T181511
CREATED:20241220T161818Z
LAST-MODIFIED:20250318T181523Z
UID:7320-1734566400-1734652799@jamesgrubman.com
SUMMARY:Family Office Webinar for Chicago Bar Association
DESCRIPTION:Jim spoke before the first-ever family office committee of the Chicago Bar Association about the complex ecosystem that is UHNW services for clients.  Facilitated by attorney Nicholas Tyszka\, the webinar was a lively interactive discussion on the growing importance of collaboration skills and procedures for attorneys and other professionals.
URL:https://jamesgrubman.com/event/family-office-webinar-for-chicago-bar-association/
LOCATION:Virtual Event
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20250129
DTEND;VALUE=DATE:20250130
DTSTAMP:20260516T181511
CREATED:20241020T175401Z
LAST-MODIFIED:20250318T181424Z
UID:6953-1738108800-1738195199@jamesgrubman.com
SUMMARY:Daylong Workshop at Cornell Family Office Program
DESCRIPTION:Jim led two engaging workshops and moderated a panel at the RSM Tony Wood Family Office Institute\, sponsored by the Smith Family Business Initiative at Cornell University. Topics focused on Wealth 3.0 perspectives when developing family office skills for executives working with families and other advisors.
URL:https://jamesgrubman.com/event/daylong-workshop-at-cornell-family-office-program/
LOCATION:New York NY\, New York
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20250204
DTEND;VALUE=DATE:20250205
DTSTAMP:20260516T181511
CREATED:20241211T181726Z
LAST-MODIFIED:20250318T181236Z
UID:7285-1738627200-1738713599@jamesgrubman.com
SUMMARY:Global Webinar for Independent Advisors
DESCRIPTION:Following a successful event in 2022\, Jim returned for a second webinar for the Global Association of Independent Advisors (GAIA) on themes of family wealth and future trends in wealth advising globally.
URL:https://jamesgrubman.com/event/global-webinar-for-independent-advisors/
LOCATION:Virtual Event
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20250728
DTEND;VALUE=DATE:20250801
DTSTAMP:20260516T181511
CREATED:20250701T131554Z
LAST-MODIFIED:20250831T143206Z
UID:8556-1753660800-1754006399@jamesgrubman.com
SUMMARY:2025 PPI Rendezvous Attendance and Participation
DESCRIPTION:Jim Grubman attended the 2025 Purposeful Planning Institute gathering in Colorado\, his 15th consecutive Rendezvous since its inception in 2011. He joined a main stage panel of senior PPI Fellows\, discussing topics around care of self\, work\, and community.
URL:https://jamesgrubman.com/event/2025-ppi-rendezvous-attendance-and-participation/
LOCATION:Denver CO\, Denver\, CO\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20250916
DTEND;VALUE=DATE:20250917
DTSTAMP:20260516T181511
CREATED:20250701T132626Z
LAST-MODIFIED:20251023T154602Z
UID:8558-1757980800-1758067199@jamesgrubman.com
SUMMARY:FBN Americas - Webinar
DESCRIPTION:Jim presented a well-attended webinar for the Family Business Network chapters covering North and South America on topics related to the economic immigrants-and-natives cultural model of wealth\, led by the FBN Miami chapter. The webinar also touched on significant cross-cultural elements in global families across generations.
URL:https://jamesgrubman.com/event/fbn-americas-webinar/
LOCATION:Virtual Event
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20251029
DTEND;VALUE=DATE:20251101
DTSTAMP:20260516T181511
CREATED:20250701T134051Z
LAST-MODIFIED:20260121T141459Z
UID:8564-1761696000-1761955199@jamesgrubman.com
SUMMARY:Family Firm Institute Annual Conference
DESCRIPTION:Jim attended the FFI Annual Conference in Boston\, MA\, USA\, with special interest in the tracks discussing family wealth across cultures\, led by long-time colleague and collaborator Dennis Jaffe.
URL:https://jamesgrubman.com/event/family-firm-institute-annual-conference/
LOCATION:Boston MA
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20251117
DTEND;VALUE=DATE:20251119
DTSTAMP:20260516T181511
CREATED:20250701T133642Z
LAST-MODIFIED:20260121T141306Z
UID:8562-1763337600-1763510399@jamesgrubman.com
SUMMARY:UHNW Institute Symposium - New York City
DESCRIPTION:The renowned UHNW Institute Symposium returned for another day and a half of trainings\, rollout of new frameworks and tools\, and intensive learning and networking for the family office practitioner industry. Jim led preconference trainings on an advanced look at the Ten Domains and an in-depth understanding of the new AIM Framework. He continued his role of helping design and lead many aspects of the event along with other leaders of the Institute.
URL:https://jamesgrubman.com/event/uhnw-institute-symposium-new-york-city/
LOCATION:New York NY\, New York
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20260127
DTEND;VALUE=DATE:20260128
DTSTAMP:20260516T181511
CREATED:20250701T133231Z
LAST-MODIFIED:20260206T162438Z
UID:8560-1769472000-1769558399@jamesgrubman.com
SUMMARY:2026 Cornell/RSM Program - Advanced Training for Family Office Advisors
DESCRIPTION:Jim Grubman returned to the RSM Family Office Advanced Leadership Program for a second year\, collaborating with Kristin Keffeler on the fundamentals of understanding family clients\, generations of wealth\, and how to be an empathic well-rounded family office advisor and executive.
URL:https://jamesgrubman.com/event/2026-cornell-rsm-program-advanced-training-for-family-office-advisors/
LOCATION:New York NY\, New York
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20260429
DTEND;VALUE=DATE:20260430
DTSTAMP:20260516T181511
CREATED:20260513T133235Z
LAST-MODIFIED:20260513T133235Z
UID:10359-1777420800-1777507199@jamesgrubman.com
SUMMARY:Trove Family Summit Week Event
DESCRIPTION:Jim Grubman\, Tom McCullough\, and Steve Prostano of the UHNW Institute presented a session on the Table Stakes framework at this inaugural well-attended event.
URL:https://jamesgrubman.com/event/trove-family-summit-week-event/
LOCATION:New York NY\, New York
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20260514
DTEND;VALUE=DATE:20260515
DTSTAMP:20260516T181511
CREATED:20260513T135205Z
LAST-MODIFIED:20260513T135205Z
UID:10363-1778716800-1778803199@jamesgrubman.com
SUMMARY:Webinars on Co-Resilience for 'The 50' Signature Event
DESCRIPTION:Jim Grubman and Craig DeLucia of the Gleneagles Group collaborated on two in-depth discussions of a new concept of Co-Resilience between a single family office and their principal family across generations. The webinars were very well-attended and well-received.
URL:https://jamesgrubman.com/event/webinars-on-co-resilience-for-the-50-signature-event/
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