Certificate in Financial Management for the Family Office

Executive Education Programs

June 19 - June 21, 2017

Roy P. Kozupsky

Managing and Building Wealth Through Effective Financial Management, Oversight, and Informed Investment Decisions

Roy P. Kozupsky will instruct the Certificate in Financial Management for the Family Office This is a two and a-half day curriculum-based training program in Malibu developed by Pepperdine Graziadio School of Business and Management in association with Lido Consulting, Inc.

We invite family office management personnel and advisors that work within the family office to explore best practices in corporate governance and financial management, evaluation skills necessary to oversee and manage the financial and budgetary aspects of their organization, and the tools necessary to make informed and suitable investment decisions. Network with industry experts and peers in an intimate venue cultivating one-on-one interactions discussing issues facing family offices. The program is taught by leading Pepperdine Graziadio academics and top industry professionals who will share various opportunities, discuss current issues and review best practices.