- Sibling rivalry
- Spouse, in-law and other family relationships
- Power, control and compensation
- Strategic planning and leadership succession issues
- Ownership transfer
- Traditions and values
They provide forum members an opportunity to hear and interact with leading family business experts in psychology, law, accounting, finance, insurance, investment and human resources. The forum fosters a confidential, trusting environment for exchange of ideas.
Past
Programs
September 11, 2008
Reuter Center, UNC Asheville
Dr. Cindy Iannarelli is founder of the Bernelli Foundation
in Italy and creator of
The Buzz Project. The Foundation is dedicated to distributing
educational products and training to stimulate entrepreneurial behaviors in
children and special populations such as family businesses worldwide. She
revealed the things every business owner must know about the money we work so
hard to earn. She was raised in a family business!
May 22, 2008
Reuter Center, UNC Asheville
"The
Changing of the Guard: A Panel Discussion"
The success of FBF's panel
discussions was experienced again with a look at the transition to the next
generation. We learned how our panelist's companies moved to the next era of
leadership. Ron Reece, Ph.D., a psychologist from South Carolina, moderated the
program with great enthusiasm. The commonality of family complications
with a bit of humor and love was shared by three companies.
April 2008 Jeffrey Kane, Federal Reserve of
RIchmond
March 11, 2008
Reuter Center, UNC Asheville
"Current Economic Outlook for NC Family Owned Businesses"
Mr. Jeffrey Kane, Senior Vice
President of the Federal Reserve Bank of Richmond provided the
current economic forecast for our region. As the nation's central bank,
the Federal Reserve sets monetary policy, supervises and regulates member
financial institutions and provides an array of financial services. In the
Fifth District, they contribute to the formulation of national monetary policy,
gather and analyze regional economic data, and supervise and regulate financial
institutions. This was an outstanding opportunity to gaze into the
economic crystal ball for 2008.Mr. Kane was an exceptional speaker and we look
forward to his return.
February 13, 2008
Reuter Center, UNC Asheville
"The Care and Feeding of Your Exit Strategy" was presented by Ken Kaplan, a partner in the WNC practice of
Tatum, LLC and Peter Nilsen of Middle Market Resources, LLC. Since
you have spent countless hours nurturing and growing your business, we explored the next phase--preparing your business and yourself for the
exit transition. Richard Kort of McGuire Wood and Bissette highly recommended attendance for all business owners regardless if
an exit strategy is in the near or distant future.
Tuesday, Nov 13, 2007
Reuter Center - UNC Asheville
We welcomed back to the Family Business Forum,
Fredda
Herz Brown. Fredda explained the importance of having a board of
directors no matter the size of your business. We learned how to build a board
if we currently don't have one, get advice on boards if you already do. Fredda is Founder and Managing Partner of The Metropolitan Group LLC and a
leading family business consultant.
Thursday, Sept 20, 2007
Reuter Center - UNC Asheville
Our season kick-off was
with Richard Hadden, author of "Contented Cows & the Impact for Family Owned
Businesses". Funny, hard-hitting,
practical, at times a little outrageous, but always professional. We learned
how creating a great place to work is one of the best things a company can do
for its bottom line. We saw why Winning Organizations also
happen to be some of the best places to work!
Thursday, May 18, 2007
River Bend Sportsmans Resort
"Perfecting Customer Service"
Speaker: Phil Steffin of Atlanta, Georgia spoke on
how economic trends change customer demands, and do you even know what your
customers want. The presentation was followed by a wonderful sportsmans
lunch and skeet
shooting. Many thanks to our host and member, Ralph Brendle for his
hospitality!
Thursday, April 26, 2007
Renaissance Hotel
"Partners in Marriage and Work"
Marriage is a gift, work is a blessing, but what about the mixing of marriage
and work? Is it a gift, blessing or curse? Ron Reece, PhD,
Greenville SC offered advice on helping marriages in the pendulum swings of life. Spouses
were invited to share in the discussion of learning strategies on how to balance the mix of
marriage and work.
Tuesday, March 27, 2007
Owen Conference Center
"Strategic Planning and Global Expansion Session" Chancellor Anne Ponder shared her strategic plan for the University.
We discussed ways UNC Asheville and the city can become more
synergistic. The second speaker was Paul Samuels, of Kimmel & Associates who
spoke on Global Expansion.
Wednesday, Feb 28, 2007 Reuter Center -
UNC Asheville Campus
"Do We Sell?" Ever think you have had
enough of this? I'm getting out. We heard both the financial and emotional
issues involved in selling a family business. Our presenters were Todd Morse of Chimney
Rock Company, Neil Farnam of Farnam Custom Products, and Colin Larsen who sold
his family business and is now with Colton Groome & Company. We had an
expert panel who added financial and legal advice to members thinking of selling
their business, Bill Smith from First Citizens, Gary Mathes from Dixon Hughes
Accounting and Ken Kaplan of Tatum LLC in Black Mountain. The panel was
moderated by Gerald LeVan of the LeVan Co, LLC.
Wednesday, Jan 24, 2007
Asheville Chamber of Commerce
Lunch
& Learn Session -
Can you keep a secret? Do you know which secrets to guard? Are you protected if
there is an information leak from a former employee? The latest
info on trade secrets was presented by McGuire Wood & Bissette Law Firm.
Thursday, Nov 9, 2006
Inn on Biltmore Estate
Mr. Wayne Rivers of the Family Business Institute in Raleigh, NC
gave the twelve steps for
successful transition to the next generation. He has a consulting firm and
co-authored the book "You Don't Have to Die to Win - Success and Succession
for Family Businesses".
Tuesday, October 3, 2006 The Haywood Park Hotel
"Transforming the Same Old Behavior
into Insight and Resolution" by Johannah Jones, Ph.D.
, Greensboro, NC taught us to use our self knowledge about relationships to
inform and engage others in effective ways. The Strength Deployment
Inventory (trademark) is an instrument that enables people to identify
and understand their strengths in relating to others.
Thursday, September 7, 2006 UNC Asheville's
Reuter Center
We began our 2006-7 year
with a presentation titled "An Evening with the Entrepreneurs-Present &
Future." Among our guests
were Mr. Mike Tanner of Tanner
Industries and
Dr. Tammy Huffman and her entire
entrepreneurship class at UNC Asheville.
Tuesday,
May 16, 2006
Alumni Hall, UNC Asheville
"The Importance of Being Lazy: In Praise of
Play, Leisure & Vacations" was presented by Dr. Al Gini,
Loyola University Chicago Professor of Philosophy and author. Even
if we love our jobs, find creativity, success and pleasure in our work, we also
crave, desire and need not to work. Nowhere is this need for balance more
evident than in the family business setting.
Wednesday, April 19, 2006 Lioncrest Ballroom/Biltmore Estate
"Women's Roles in Family Business: Changing the
Face of Family Held Companies"
was presented by Greg Greenleaf and Sharon Krone
of The Family Business Consulting Group, Inc.
While family businesses traditionally have had leadership sustained by male
members of the family, more women are running family businesses than ever
before. When women aspire to leadership roles within the firm as well as
broadened roles within the enterprising family, the opportunities for
business-owning families are greater than ever. The many
traditional and non-traditional roles that women fill in every family business
and what family business members - male and female alike- should be doing
to maximize their performance in these roles was discussed.
Greg earned undergraduate degrees at Skidmore College and a master's in
Counseling Psychology from Lesley College Graduate School. He had a
thriving practice in Boston before making the decision to return to his family
business. Sharon is the Founder of the Family Business Communications
Institute at Loyola University Chicago Family Business Center. She earned
her bachelor's degree from Northwestern University and a master's degree in
Community Counseling at Loyola University Chicago. She has been published
in family business magazines such as "Family Business Review" and "Family
Business Magazine" and has extensive experience giving presentations to family
business groups around the globe.
Wednesday, Mar 29, 2006
Crest Center and Pavilion
"Success and the Next Generation: Creating
Your Life Plan & Overcoming Your Biggest Challenges"
was presented Dr. Greg McCann, Director of the Family Business Center and
Professor of Business at Stetson University. Is it your plan for the
family business to continue with your next generation? If so, are the
senior and junior generations on the same page as it relates to the plan to get
there? And, would the development of a Personal Life Plan by
both generations provide some interesting information and perhaps
some surprises that need to be discussed?
Dr. McCann is a lawyer and a CPA receiving his J.D.
with honors from the University of Florida and a B.A. from Stetson University.
Thursday, Feb. 23, 2006
UNC Asheville's Reuter Center
"Family Dynamics and Family Governance" was presented by Dr. Kelin E. Gersick, co-founder and senior partner of Lansberg,
Gersick & Associates - New Haven, CT.
"What makes a family work? And, how can we make it
work together? Behind most family businesses is a dream of a collaborative
family - supportive, productive, working together effectively and enjoyable.
Owners/ managers, who feel confident in all other aspects of
business, management, strategy, finance and leadership, often find their family
dynamics difficult to understand. Parenting, marriage, family branches,
gender, birth order, in-laws- the organizational aspects of families are the
source of the greatest joy, and the highest anxiety, in family enterprise. Dr.
Gersick used examples and concepts
to help participants look at their own families in new ways.
Gersick is a published author and former editor of the "Family Business Review" and
is the lead author of "Generation to Generation:Life Cycles of the Family
Business." He received his Ph.D. from Harvard University and a
B.A. from Yale University.
Tuesday, Nov. 29, 2005
-
UNC Asheville's Reuter Center
Dr. Christopher J. Eckrich presented a program
entitled "Working for a Family Business: A Non-Family Employee's Guide to
Success". This event featured two workshops -
one designed for the family members who
are owners and/or employees in the business and the other for non-family
employees - particularly managers and supervisors important to your family
business.
The first workshop addressed issues such as:
-What are the behaviors and policies you can use to keep the rank and file
focused on the family's long term vision and objectives?
- How can we encourage long-term employment without offering equity to
non-family employees?
- Can we competitively recruit the very best and brightest while reserving the
CEO and Chairman positions for family members?
The afternoon workshop touched upon topics such as:
-What makes a family business unique?
-Do family firms have competitive advantages because they are family owned?
-How do I map my career development since I work for a family controlled
company? -What are business-first and family-first business owning families? How do I amass political capital with members of the owning family?
Chris Eckrich is a principal in The Family Business Consulting Group,
Inc. and received the Family Firm Institute's 1994 Outstanding Doctoral
Dissertation Award for his research on family business dynamics.
Tuesday, Oct. 11, 2005 -
"Business Continuity and Family Harmony: A Case
Study Approach"
by
Mr. Wayne Rivers, co-founder and president of
The Family Business Institute of Raleigh, NC and Mr. Fred Hathaway, Jr. was
presented at the Inn on Biltmore Estate. This was a very unique
presentation on an actual family business, including real interviews
with the founder, his daughter, the VP of Sales & Marketing, a son-in-law (the
controller), the non-family operations manager, the wife of the founder,
non-employee child and others, Conflict, control, succession and risk of
accumulated wealth came under discussion.
Mr. Rivers is the
author of two books on the subject of business families.
September 14, 2005 -
UNC Asheville's Reuter Center was the site for
Jennifer M. Pendergast, Ph.D's presentation "The Purpose Driven Family Business
- Planning for the Future of your Business". Dr. Pendergast discussed
strategic processes in the family business, including a family's mission,
vision, values and how to incorporate them. Explored was the
"parallel planning process" involving both the ownership vision and that of the
business itself. A copy of the book "Strategic Planning for the Family
Business: Parallel Planning to Unify the Family and the Business" by John
Ward and Randy Carlock was presented to each attendee. Dr. Pendergast is
with The Family Business Consulting Group, Inc and an
Adjunct Professor at Emory University's Goizueta Business School.
May
11, 2005 - The Crest Center and Pavilion
hosted Drew
Mendoza, managing principal of The Family Business Consulting Group. Drew's
program "Creating Effective Shareholders"
dealt with skills all shareholders should have, preparing and
educating in-laws, articulating a family's "philosophy" of ownership for their
business, and much more. Members were invited to stay after the program for
a wine tasting hosted by the Biltmore Company. April 26, 2005- Family
Business Forum members had the unique opportunity to attend a luncheon
presentation by the LL Bean Company of Freeport, Maine at
the beautiful Inn on Biltmore Estate. The presenters, Ms. Elizabeth
Spaulding, VP Customer Satisfaction and Ms. Sarah Cox, Senior Manager of Organizational
Development of the LL Bean Company spoke on the topic "Evolving
Company Culture in a Family Owned Business: Balancing Continuity and
Change." They explained how LL Bean began as a one man direct mail order business and
has now become a global outfitting business which involves over 4000 people producing annual
sales of $1.2 billion. They discussed
progression of the LL Bean culture - how values and culture spawned by Leon Leonwood Bean evolved to shape the company he founded in 1912 to thrive in a
much more complex, competitive and informationally aware atmosphere.
March 10, 2005- Gregory E.
Mayo, President, Human Resource Solutions, Inc spoke about
the book "The Five Dysfunctions of a Team" authored by Patrick Lencioni, in the Chestnut Ridge Room of UNCA's Reuter Center.
This book offers a powerful model and steps that can be used to overcome hurdles
that leaders face and build an effective team. He also recommended other
books. Please contact our office if you are interested in a listing of
these.
February 10, 2005- Family
Business Forum Sponsors
Colton Groome & Company, Dixon Hughes PLLC, First Citizens Bank and McGuire
Wood & Bissette PA gave presentations on a variety of
topics. The session was held in the Mountain Suites of UNCA's
Highsmith University Center.
November 30, 2004- "Conflict & Communication in the Family
Business" was held in the Chestnut Ridge room of UNCA's Reuter Center. Kristi S. McMillan of the Cox Family Enterprise
Center at Kennesaw State University was our presenter. Ms. McMillan
has experience in her family's food distribution and repackaging business and
holds a Master's Degree in Conflict Management.
October 27, 2004 - Dr. Alan
G. Robinson, author, educator and consultant presented his program
"Ideas are Free" in the Mountain Suites of UNCA's Highsmith University
Union. This presentation has shown family business owners and
their managers how to radically improve the performance of their organizations
by tapping the huge potential latent in their employees' ideas.
September 14, 2004 - The UNC Asheville
Family Business Forum began its fourth year of programming with a special
evening of dinner theater and great discussions. "A Tough Nut to
Crack" is a one-act play written by Ira Bryck, Director of the University
of Massachusetts Family Business Center. This play has received excellent
reviews and dramatized the relationship between father and son who sometimes
lock horns and sometimes reach a meeting of the minds after 20 years of working
side by side.
May 26, 2004 - The FISH! Philosophy
was presented by Chimney Rock Park. This is a customer service concept
that has been successfully employed in financial institutions, critical care
hospitals, manufacturing, service organizations and, yes, recreational business
and theme parks. It encourages businesses to manage their employees and
suppliers with enthusiasm which will promote profit and success for the
business.
Chimney Rock Park is one of only two locations in
North Carolina certified to teach this exciting customer-service philosophy that
improves not only customer service but employee retention, accountability and
acceptance of necessary change in the workplace.
April 21, 2004 - Amy Schuman, coach and
facilitator of the Next Generation Leadership Institute at the Loyola Family
Business Center in Chicago explored issues a family business and its successor
must address to assure an effective next-generation transition. Schuman,
a senior associate with Family Business Consulting Group, works with family
businesses across the continent, helping them face challenges of transitions,
communications and collaboration. Since 1996 she has served as an adjunct
faculty member at Loyola University-Chicago's Family Business Center where she
facilitates a monthly Peer Lab exploring challenges of family business
leadership.
March 17, 2004 - Michael T. Jacobs,
President/CEO of Jacobs Capital LLC in Atlanta, spoke about exit strategies for
family business owners. Jacobs
Capital LLC provides merger, acquisition and business valuation services to
middle market companies. Mr. Jacobs has been a guest on CNBC's "Smart
Money" and CNN & PBS programs.
February 28, 2004 - "Aspects
of Valuing the Family Business" was the topic of this program presented
by Gary Mathes and James F. Joyner III, CPA's with Crisp, Hughes, Evans, one of
the sponsors of our Forum..
Gary is a member in the Institute of Business Appraisers and the National
Association of Certified Valuation Analysts. James Joyner, of the South
Carolina office of Crisp, Hughes, Evans, is a member of the Institute of
Business Appraisers, the American Society of Appraisers and the National
Association of Certified Valuation Analysts.
November 20, 2003 - "Helping a Family Business Grow,
Delegate Responsibility and Evolve Professionally...the Perspective
of a Non-Family CFO." Mr. Gerald L. Chrisco, chief
financial officer of The Budd Group, headquartered in Winston-Salem,
NC.
Mr. Chrisco is a graduate of North Carolina State
University (B.S. Education) and Wake Forest M.B.A. program. He
currently serves as an Adjunct Professor in the Wake Forest M.B.A.
program and is
active in a number of community organizations. The Budd Group
is currently a major supplier of unarmed security and janitorial
services as well as a grass seed developer and wholesaler with
revenues in excess of $80 million annually.
October
21, 2003 - "Perpetuating the Family Business: the
Ultimate Challenge". Dr. John Ward, co-founder
of The Family Business Consulting Group, Inc. and clinical
professor at the Kellogg School of Management at Northwestern
University.
Dr. Ward examined the challenges a
family business faces to achieve continued business success and
discussed how family factors can help or hinder the strategic
choices of family business members. A graduate of Northwestern
University, Dr. Ward received an M.B.A. and Ph.D. from Stanford
University Graduate School of Business. He is co-director of
the Center for Family Enterprises at Kellogg and currently serves on
the boards of several companies in the United States and Europe.
September
18, 2003 - "The Heart of Leadership" - Mr. Joe
Judge, President of
Staub
Leadership Consultants
Joe
discussed Rusty Staub's book, The Seven Acts of Courage. He
has spent 20
years in
Leadership Training and has coached businesses in developing their
plan and the
resources to
fulfill that vision. His experience includes areas such as
leadership
development,
managing conflict, corporation redefinition and team building.
He holds
a Bachelor's
Degree in English (Concordia College, Bronxville, NY) and a Masters
of
Divinity
Degree (Concordia Seminary, St. Louis, MO). He has been
certified in the
Tom Paterson
Life Planning Process. To learn more about Staub Leadership
visit
www.staubleadership.com.
May
21, 2003 - "The Diary of a Failed Tomato
Canner" - Mr. Jim Ethier, President & CEO -
Bush Brothers
Company
Mr.
Ethier is a third generation member of the Bush Family and shared
with us the
fascinating
story of the Bush Family's journey as they developed one of the
larger and
best known
food products businesses in the country. UNCA Family Business
Forum
members had
expressed interest in hearing from family business owners who
are
"actively involved in the business." Mr. Ethier is
certainly that and we were both
informed and
entertained by his program.
April 30, 2003
- "Family Business is Never Just Business" - Ronald Reece, Ph.D.
Dr. Ronald Reece, of
Greenville, South Carolina, allowed attendees to evaluate
their "family
factor," develop core values perspective and alignment, learn the value
of family meetings and
ways to conduct them, recognize the "wealth of we" and how to
create a healthy recipe
for mixing the balance sheet and multiple generations. Dr. Reece
has been a practicing
psychologist since 1975, is a member of the American
Psychological
Association, the South Carolina Psychological Association, the American
Society for Clinical
Hypnosis, the Family Firm Institute and Toastmasters International.
He is president of Reece
& Associates, PA in Greenville.
March 12, 2003 - "The Heart of Leadership" - Mr. Joe Judge,
Staub Leadership Consultants
The speaker was changed
to Dr. Bill Lynagh of Staub Leadership.
Mr. Judge, the
president of Staub Leadership Consultants, presented a program
on
developing leadership
skills. Mr. Judge has spent twenty years doing leadership
training at the
individual, group and organizational levels. His work includes developing
greater integrity and
higher trust in family settings within churches, communities and
organizations. He
holds a Bachelors Degree in English and a Masters of Divinity degree.
February 19, 2003 - "Making a Graceful Transition: The Development
of a Board" -
Dr. Fredda Herz Brown,
The Metropolitan Group LLC
Dr. Fredda Herz
Brown, founder, managing partner and senior consultant of The
Metropolitan Group,
presented a program on creating and maintaining a functioning
Board of Directors.
Dr. Brown is a founding member of the Family Firm Institute, author
of numerous articles and
the book "Reweaving the Family Tapestry" and a member of the
editorial board of the
"Family Business Review."
November 14, 2002 - Presentation on J.D. Martin's family busineess Arbor
Engineering
J.D. Martin, Jr. of Arbor
Engineering, Inc. of Greenville, South Carolina is the
founder and president of
the company. He received his undergraduate degree from
the University of South
Carolina and his Master's and Ph.D. from Clemson University.
Arbor Engineering's
business centers around three areas of endeavor: landscape
architecture, engineering
(civil and environmental) and recreational planning and design.
October 17,
2002 - "Estate Planning Program" - Jack Scott and Stephen P.
Houlihan
Jack Scott,
co-chairman of the board of Encore Financial LLC, and Stephen P. Houlihan
(J.D., L.L.M. and CPA), assistant general counsel for business and individual
planning law for a major financial services company, discussed estate
planning. Mr. Scott spoke on advanced estate planning concepts, with an
emphasis on financial security, lifetime control and asset protection while
eliminating estate taxes. Mr. Houlihan focused on the most recent estate
tax law, giving a comparison of its impact relative to previous law while
discussing basic estate planning concepts.
September 5,
2002 - "More Than Family: Non-Family Executives in the Family
Business" -
Drew Mendoza
Mr. Mendoza is
with the Family Business Consulting Group in Marietta, Ga. He is a founding
and past director of the Loyola University Chicago Family Business Center,
co-author of the book "Making Sibling Teams Work: The Next
Generation" and associate editor of the Family Business Review, the only
academic journal which focuses entirely on family business matters.
May
23, 2002 - "Best Operating Practices" - Panel
Discussion
The
panel included family business managers Scott Gillam, president of Glen
Raven Filament Fabrics, LLC; Janice and Joe Brumit, owners of The Winning Team
Inc.; John Wood, president of Greenwood Inc.; and Ron Freeman, CFO of Silverline
Plastics. Each panelist will describe their business and give details on
operating practices that have worked well for their businesses. A
question-and-answer period will follow their discussion.
April 25,
2002 - "Three Dimensions of Family Business" - Tom Campbell
Mr. Campbell is founder of the Family Business Institute, a consulting firm based in Raleigh. Prior to starting this firm, Mr. Campbell was Assistant Treasurer for the State of North Carolina and a principal of his family’s broadcasting business. He has co-authored a book and recorded several audiocassettes relative to family business and hosts a weekly talk show "NC Spin" aired on several TV stations, including WLOS in Asheville.
March 12,
2002 - CEO Breakfast: The Tanner Industries Story - Mike Tanner
Mr. Tanner is a family business owner from Western North Carolina who
shared his personal expediences in serving as Executive Vice President of Tanner Companies and then President of Tanner Companies’ Doncaster Division in Rutherfordton, N.C. Mr. Tanner’s "real world" career with a family-owned business will take members through all the issues he experienced and how they were/should have been handled. Mr. Tanner is a graduate of UNCA’s Master of Liberal Arts program, presently serves on UNCA’s Board of Trustees and is also involved in numerous civic-minded projects.
February 5,
2002 - "Preparing and Developing the Next Generation as Managers and Shareholders--A Key Piece of the Family Business Continuity
Puzzle" - Michele Desjardins
Ms. Desjardins is a family business consultant and associate of Lansberg Gersick & Associates
LLC. She is a Certified Management Consultant and served as Executive Director of the Institute for Family Enterprise (now the Foundation for Business Families) in Montreal, Canada. Ms. Desjardins also works as an Associate of the Niagara Institute in Canada where she consults and coaches senior executives from public corporations and family businesses.
November 13,
2001 - "Financial Management and Transition Planning for Enterprising Families" - Dr. Tim Habbershon
Dr. Habbershon is Director of the Wharton School of the University of Pennsylvania’s Family Controlled Corporation Program. Dr. Habbershom teaches extensively in the external education programs involving family firms and is an Associate of the Penn Council for Relationships, the oldest relationship therapy center in the U.S. He has previously founded a statewide family business program and a center for rural entrepreneurship.
October 23,
2001 - "Preparing Your Family Business for Strategic Change" - Dr. Joe Astrachan
Dr. Astrachan is a Director of the Family Business Academy and Cox Family Enterprise Center at Kennesaw State University, as well as the Director of Research at Loyola University of Chicago’s Family Business Center. Dr. Astrachan is editor-in-chief of "Family Business Review," a publication of the Family Firm Institute of Boston. He is also a published author of several books relative to family business and an award winner in this country and abroad for his contributions to the field of family business.
October 10,
2001 - "Getting Started: The Process of Creating Happier Families and More Successful Businesses" - Dr. Stan Mandel
Dr. Mandel is Executive Professor and founding Director of the Angell Center for Entrepreneurship at the Babcock School of Management, Wake Forest University. In addition to being a CPA and
professional engineer, Dr. Mandel also participated in three family business ventures himself as well as previously serving as Director of the South Dakota Family Business Initiative.
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