Joe Astrachan is Wachovia Chair of Family Business, Professor of Learning and Professional Development, and director of the Cox Family Enterprise Center at the Coles College of Business, Kennesaw State University in Kennesaw, Georgia, an Atlanta suburb. In addition he is Distinguished Research Chair of Family Business at Loyola University Chicago'ss Business School. He is also a principal of the Family Business Consulting Group, Inc.
Astrachan is editor of Family Business Review, a scholarly publication of the Family Firm Institute (FFI) of which he is a former board member. He has been involved with such lobbying groups as The Committee to Preserve American Family Businesses, Family Businesses of America, and the Center for the Study of Taxation; is a member of the Academy of Management and Southern Management Association; a founding member of the Yale Program for the Study of Family Firms; and a member of the team that designed and conducted several research projects; and director of Kennesaw State University'ss Estate Tax Research Program.
Astrachan received the Richard Beckhard award, which is the Family Firm Institute'ss highest honor for contributions to the field of family business. He received the International Family Business Program Association'ss Lifetime Achievement in Research Award. He has also received the McGregor Award from the Journal of Applied Behavioral Science (a scholarly publication of the NTL Institute) for one of the most outstanding papers of the last decade (1990-1999). In addition, he is a founding board member and fellow of the International Family Business Research Academy.
Astrachan'st presentations, consultations and publications concentrate on family business, succession, and the management of professional partnerships. He is author and co-author of several books, including: Mergers, acquisitions, and Employee Anxiety (Praeger, 1991); Family Business Sourcebook II; Making Sibling Teams Work; and Building Family Business Policies. Astrachan is also editor of the Family Business Bibliography, on the editorial review board of The Journal of Small Business Management and The Journal of Executive Education, and a consulting editor for the Journal of Applied Behavioral Science.
His extended family has owned businesses ranging from container and tanker shipping to pharmaceuticals. Astrachan earned his B.A., M.A., M. Phil., and Ph.D. degrees at Yale University, where he studied in the School of Organization and Management.
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William C. Bean
Bill Bean is a pioneer in the arena of corporate performance optimization. He is the author and co-author of several books on strategic planning and goal setting, including: Strategic Planning that Makes Things Happen, Turbo Charging your Business, Strategic Planning Technology - Five Venue System, Living on Purpose - How to Plan Your Life and Live Your Plan, That Dog Don'st Hunt- Reflections on Life and Work Midway Through.
He is the Chairman of Strategia, a strategic business planning and implementation corporation operating from San Diego, California. The differentiating deliverable he has developed is a systematic process to empower organizations to significantly accelerate the timing and degree of business success and profitability. His systems develop and implement actions critical to enhancing the enterprise'ss sales and margins. He has also made great strides in life management and goal setting programs for individuals.
Bill'ss educations took him from St. Andrew'ss School in Middletown, Delaware, where "Dead Poet'ss Society" was filmed to the University of Pennsylvania where Bill was an honors student, to Brown University in Providence Rhode Island, where he was a Shubert Creative Writing Scholar, and to Boston College in Boston Massachusetts, where Bill graduated Summa Cum Laude, fifth in his class in Accounting in 1977.
Bill has worked with approximately one hundred and sixty client companies including Bank One, CIGNA, Coldwell Banker, Southwest Airlines, Pacific Bell, and Baxter Edwards CVS. His clients represent a diversity of sixty-three industries over fifty-six North American and international locations operating in a wide array of market and economic circumstances. These companies have benefited significantly in sales, market position and valuation, performance, internal productivity and profit improvement by systematically implementing strategic implementation processes in their operating environments. His disciplined monthly executive review processes have had and enormous impact on the success of plan implementation.
Bill is one of Young President'ss Organization'ss consistently highest rated resources, is considered by many to have unprecedented take home value, and has spoken to approximately 4,000 YPO event attendees, as well as having served as dean of business faculty in the YPO University format.
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Karen R. Berman, PhD.
The Business Literacy Institute was founded by Karen Berman, PhD., a sought-after expert in the fields of business and financial literacy, open-book management, training and development and communication. She wrote and published the first academic study in the fields of business literacy and open-book management and now consults, coaches, speaks and writes on the topics.
Dr. Berman has helped many organizations implement successful business literacy programs, including companies in the healthcare, lodging, graphic arts, insurance, petrochemical, pharmaceutical and retail industries. She works with management teams to integrate business literacy into the strategic plan; coaches managers to provide the skills needed to reinforce the use of the information learned; and develops and presents customized business literacy training for everyone in the organization.
Publications include The Building Blocks of Business Literacy (Training & Development, 1998) and Information and the Effectiveness of Employee Participation in Organizations (Dissertation, 1997). Recent speaking engagements include "Increasing Your Bottom Line: Teaching Your Employees Business Basics" presented to the Foundation for Enterprise Development in May, 2000, "Business Literacy: Training that Impacts the Bottom Line" presented to Training 2000 conference in February 2000; and "The ABC's of Business Literacy Training" presented to the National Open Gook Management West Coast Conference in January 1999.
Prior to founding the Business Literacy Institute, Dr. Berman was a Sr. Consultant with Sequoia Consulting Group where she assessed organizational culture and developed strategic plans to move organizations from a product-centered focus to a customer-centered focus. She also helped to found the organization development division of a prominent Southern California Consulting firm. Dr. Berman has held various management positions in the banking, investment, healthcare and graphic arts industries.
As a link with business literacy, Dr. Berman also specializes in open-book management, and has helped dozens of organizations in its implementation.
She has a master's and a doctorate in organizational psychology from the California School of Professional Psychology and a bachelor's of science degree in managerial economics form the University of California at Davis. She currently serves as an associate professor at the California School of Professional Psychology and has also taught at Claremont Graduate School. Dr. Berman is a qualified administrator of the Myers-Briggs Type Indicator.
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Carmen Bianchi-Weinstein
Carmen Bianchi has been a Family Business Consultant for the past eight years. She is the founder of the University of Texas at El Paso Family Business Forum and was the Executive Director of the Forum. Ms. Bianchi-Weinstein has relocated to the western New York area and is the founder and a principal of Carmal & Associates, a consulting firm in Family Business.
As a family business consultant Ms. Bianchi-Weinstein has served as a facilitator for Family Business retreats, facilitator for conflict resolution and as advisor on a variety of strategic business issues. Ms. Bianchi-Weinstein is also an expert in family systems and the relationship between family, business ownership, and the professional roles within a family firm.
Ms. Bianchi Weinstein received national recognition as was elected to the Board of Directors of the Family Firm Institute, the premier organization in the United States for professionals specializing in family business. She has been invited by numerous national and international organizations to speak on Family Business Issues. Recently, she was invited together with her husband Alan, to South Africa to speak on family businesses involved in agriculture. Together they worked with numerous South African families with spouse and family issues. In Western New York she has presented a workshop for spouses of Family Businesses, a workshop on Succession Planning for Marine Midland Bank and was invited to Brock University, Canada to speak on Family Business Education and Succession Planning. IN September 1998 she was invited together with her husband to start a family business forum at the University of Jyvaskyla, Finland. Dr. and Mrs. Weinstein held workshops there for the MBA students and they have been asked to return to Finland in 1999. They have been invited to do a three-day symposium on entrepreneurial issues in Copenhagen, Denmark.
Ms. Bianchi-Weinstein was born in South Africa where she was brought up in the Family Business, Bianchi Hotels, Inc. and Bianchi Investment Corporation. She was a Financial Controller of South African Breweries Hotel Division. She speaks six languages, having completed her high school in Florence, Italy and attended Sorbonne University in Paris. She is a graduate from UTEP in Business Administration and is currently completing a Master Degree.
When not consulting to family businesses Carmen can be found playing tennis, bridge, jogging and bicycling with her husband.
Charles W. Bitzer
Charlie Bitzer graduated from Phillips Exeter Academy in 1981, earned a BA in History from the University of Southern California in 1985, and an MBA from the William E. Simon Graduate School of Business Administration at the University of Rochester in 1991. He joined the ABARTA organization in 1985 at the Coca-Cola Bottling Company of Buffalo as a merchandiser in the sales department. During successive years at Buffalo Coca-Cola, he was promoted to Space Management, Account Manager, and finally - Territory Sales Manager. After graduate school, Charlie returned to Buffalo Coca-Cola assuming the position of Southern Tier Manager and in 1993 was promoted to General Sales Manager, responsible for all sales and distribution for Buffalo Coca-Cola. In 1994 Charlie became VP & General Manager of Coatesville Coca-Cola Bottling Works in southeastern Pennsylvania. Most recently, he was promoted to VP & General Manager of Lehigh Valley Coca-Cola, also in eastern Pennsylvania, with responsibility for both Lehigh Valley and Coatesville Coca-Cola.
Charlie is a member of the Pennsylvania Soft Drink Association, the Bethlehem Rotary Club, a USC Associates member and a Director of Delabarta and the Fountainhead Foundation. Charlie and his wife, Shelley, reside in Coopersburg, Pennsylvania and have four small children.
John F. Bitzer, Jr.
John F. Bitzer, Jr. is the retired CEO (4/1/97) of ABARTA. He had served as its President since 1972, adding the CEO designation in 1987. He serves on the Board of Directors of: Freedom Communications, Inc., a large family business headquartered in California, Pacific Numerix, Fountainhead Foundation, Vintage, Inc., and The Historical Society of Western PA. He is also an Advisory Board Member of the Family Enterprise Center at the University of Pittsburgh and on the Board of Councilors to the Dean of the College of LAS at the University of Southern California.
Active in the community, John has conducted fund-raising efforts for Phillips Exeter Academy, Harvard College and the Arthritis Foundation. He has volunteered for Pittsburgh City Planning Commission (Chairman, 1970-1973); Vineyard Environmental Research Institute in Martha's Vineyard, MA (Chairman, 1984-1987); and the Arthritis Foundation of Western Pennsylvania (President, 1986-1988). He serves on several committees of the National Arthritis Foundation in Atlanta, GA and has been nominated to the Board of Trustees.
He also has affiliations with the University of Southern California Associates, USC Scholarship Club, Harvard-Yale-Princeton Club of Pittsburgh, Fox Chapel Golf Club, Edgartown Yacht Club and the Meridian Club. In 1994 and 1995 John taught a one unit course on "Best Practices for Family Business" at USC's Graduate School of Business Administration.
Mr. Bitzer is a graduate of Exeter; attended Harvard College and he received his BA and MBA from the University of Southern California. He resides with his wife Mary (Mimi) in Pittsburgh, PA. They have three children: John F. III, Charles W. and Elizabeth B. Dusch and twelve grandchildren.
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David Bork
David Bork is one of the world's leaders in the field of counseling family business. Since 1970 he has had in-depth, long-term involvement with more than 325 families in business. He has assisted them in charting their way through every imaginable family business issue; including succession between generations, death of the founder, sale of the business, and the complexities of dealing with wealth. He is a proponent of the Family Systems Approach to family business and pioneered the integration of Family Systems Theory with sound business practice. Bork is the author of Family Business, Risky Business, How to make it work, and co-author of Working With Family Business, A Guide for Professionals, the first book of it's kind in the field.
Bork's work was first featured in Fortune Magazine in 1980, then in the Wall Street Journal,. Money magazine, The Washington Times, Nation's Business, Private Wealth Management and a host of regional and trade publications. He has been a regular resource for YPO (Young Presidents Organization) since 1984 and has spoken at many YPO Universities, including Venice where he was named "Best of the Best," a designation for the most highly rated speakers. In 1994 he participated in YPO's Traveling Resource Program, presenting to eight chapters in the Far East, India, Australia and the Mauritius. In January 1997, Bork accepted an appointment as Senior Advisor to Brown Brothers Harriman & Company, America's leading private bank, assisting them with their family business division.
Bork is the founder of the Aspen Family Business Group. It is a resource to families in business and provides professional services, conferences and individual coaching. The services of The Group are based on Bork's research finding profiling the 10 qualities sheared by families who remain "positively" connected and successful in business. The Aspen Family Business Group and Deloitte & Touche LLP, one of the world's leading professional services firms, have announced the formation of a strategic alliance. Through this alliance they offer a full range of services to build and strengthen family-owned businesses ranging from succession planning to improving interpersonal relationships among family members. In October 1998, the Family Firm Institute awarded Bork the coveted Richard Beckhard Award for his contributions to the filed of family business consulting.
John F. Bitzer III
John F. Bitzer, III received a BA in English from the University of Southern California in 1984 and earned his MBA from the University of Michigan in 1989. He began his career with ABARTA in 1985 as Territory Sales Representative for the Cleveland Coca-Cola Bottling Company and within a year was made Territory Sales Manager. In 1989 John assumed the position of Southern Tier Manager at Buffalo Coca-Cola Bottling Company. Two years later he transferred to the publishing division of ABARTA and was named Publisher of Atlantic City Magazine in Atlantic City, NJ. In 1994 John was promoted to Group Publisher of ABARTA Metro Publishing. He was elected President and CEO of ABARTA, Inc. in April 1997.
John is on the board of directors of ABARTA, Inc. and Delabarta, Inc. He is a trustee of Fountainhead Foundation and the Pittsburgh Public Theater and a member of the USC Associates. John resides in Pittsburgh, PA with his five children.
Bonnie M. Brown, Ph.D.
I work exclusively with family business and the professional who serves them.
My training and experience came first working with career and personal transitions. I'sm not a therapist, an accountant, an attorney, a banker or an estate planner. Before moving to Oregon, I spent seven years working with individuals who had reached a moment of transition- whether it was graduation from college, a need to make a change in professional direction, a divorce or an unexpected change in health or fortune. My MBA has a family business concentration.
I believe that change works best from the inside out. I don'st come into a family business with a "cure" in mind. I merely facilitate the family and its business'ss discovery of where they want to go next and how they'sre going to get there. I can do that in part because I am a good listener. In addition, I know how to develop and implement plans for transition. I also recognize that conflict is a part of life. We can learn to resolve disputes more effectively. To heal old wounds and to use differences in perspectives to keep a family and its business healthy.
Over the years, I have developed a process that works well for me. I meet individually with parents, next generation, spouses, and, at times, the professional service providers or non-family managers. I usually ask for copies of all pertinent financials, wills, buy-sells, trusts, organizational charts, etc. to get a feel for what'ss been done. In some cases I also distribute a written survey to all parties with whom I'sll be working to get some additional information about their understanding of the business, their expectations and their assessment of the major issues to be resolved.
Unless otherwise indicated, I consider the business my client. I meet with the key family members on the management team and the Board of Directors. I evaluate governance in the family, management and ownership systems.
Sometimes, before the first family, management or Board meeting, I meet with groups of two or three family members if there seem to be old issues that need attention. For that first family meeting, I request that all in-laws, significant others and family members over 15 attend. I arrange that meeting somewhere neutral. Often I facilitate one or two subsequent family meetings during the following months if the family feels that is appropriate. (That makes sense if you keep in mind that we are usually dealing with issues and ways of relating to one another that have built up over decades.) However, sometimes I'sm finished with the engagement after one meeting. The family meetings should continue, but at a certain point the family no longer needs an outside facilitator. One of my objectives is to work myself out of a job.
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Dr. Tim Campbell
Dr. Tim S. Campbell is the Charles F. Sexton Professor of Finance and Business Economics in the Marshall School of Business at the University of Southern California. Dr. Campbell teaches corporate finance, strategy and electronic commerce in the MBA program and in executive education programs at USC. He has twice been selected at the outstanding instructor in the USC Executive MBA program. From 1994 through 1997 Dr. Campbell served as Deputy Dean of the Marshall School of Business and has overall responsibility for the management of all of the school's graduate, undergraduate and executive programs. Dr. Campbell formerly served on the faculty at the University of Utah and on the staff of the Board of Governors of the Federal Reserve. Dr. Campbell received his Ph.D. in Economics from the University of California, Santa Barbara.
Dr. Campbell has conducted extensive research dealing with corporate finance, business strategy, executive compensation, risk management and securities markets. He has served on the editorial boards of the Journal of Finance, Journal of Financial Research and the Journal of Real Estate Finance and Economics. He has published in a wide variety of academic and professional journals, including the Journal of Finance, Quarterly Journal of Economics, Economica, International Economic Review, Journal of Financial and Quantitative Analysis, Journal of Money, Credit and Banking, Journal of Financial Intermediation, Journal of Regulatory Economics, and Journal of Economic Behavior and Organization. He is also the author of several textbooks, including Financial Risk Management: Fixed Income and Foreign Exchange (1993) and Financial Institutions and Capital Markets (1994), both published by Harper Collins.
Dr. Campbell's consulting and executive development assignments have dealt with corporate strategy, electronic commerce and value-based management. His consulting efforts are increasingly focused on the development of strategies for innovation and growth, especially regarding technology, that can be successful in building shareholder value. Consulting and executive development clients have included IBM, Hughes Electronics, Acer, Toyota, Daimler Chrysler, Avery Dennison, Edison International, Amgen, British Airways, CB Richard Ellis, City National Bank, Union Bank, and Artist Direct.
Richard B. Chase
Dr. Richard B. Chase is Justin B. Dart Professor of Operations Management and Director of the Center for Service Excellence at the Marshall School of Business, University of Southern California. He received his Ph.D. in Operations Management, as well as an MBA and BS from UCLA. He has taught at the Harvard Business School, IMD (Switzerland), and the University of Arizona.
He is co-author with N. Aquilano and R. Jacobs of Operations Management: Manufacturing and Services (8th edition), which has been one of the top three sellers since its first edition in 1973. His research examines service process design and service strategy. Two of his Harvard Business Review articles, "Where Does the Customer Fit in a Service Operation?" and "The Service Factory" (with D. Garvin) have been cited as classics. His work has been quoted in Tom Peters's Liberation Management and Davidow and Malone'ss The Virtual Organization, and most recently in Heskett et al., The Service Profit Chain. He was listed among the top 20 contributors in the history of operation management in a recent International Journal of Operations and Production Management survey of academics in the field, and the Journal of Retailing identified him as one of the leading scholars in services marketing. Some of his recent articles include "Beefing Up Operations in Service Firms" (with R. Hayes), "Make Your Service Failsafe" (with D. Stewart) both in the Sloan Management Review, and "The Mall is My Factory: Reflections of a Service Junkie" in Production and Operation Management. He is a Fellow of the Academy of Management and the Decision Sciences Institute. He was also and Examiner for the Malcolm Baldrige National Quality Award.
Dr. Chase has lectured/consulted recently on service and excellence to such organizations as General Electric, the Southern California Gas Company, the Cato Institute, the Conference Board, Aloha Airlines, The Davies Group, and the American Marketing Association. He has developed executive programs for Honeywell, IBM, and DEC. His money back service guarantee for his MBA course on Service Management has received international attention in the business press. He has recently completed "Service in the U.S.," a major services benchmarking project examining financial services as well as others sponsored by Severn Trent and the British Ministry of Trade.
In 1998, he will be teaching service operations in the first Arthur Andersen MBA program at the Manchester (England) Business School.
Thomas D. Davidow, Ed.D.
Thomas Davidow has pioneered the multidisciplinary approach to family business consulting. A founding member of the Northwestern university Center for Family Business, Dr. Davidow has twenty years experience as an individual and family therapist. Co-founder and principal of Genus Resources, Inc., a family business consulting firm, he was raised as the third generation of a family that owned and operated a clothing business founded by his grandfather.
John Davis, Ph.D.
A leading consultant, researcher, and lecturer to family business, John Davis's theories and observations on these companies have been cited by the Wall Street Journal, New York Times, Family Business Magazine, and many other publications. He serves on the editorial board of Family Business Review, the leading journal in the field, and has written on a wide range of topics pertinent to family companies.
Senior Lecturer at Harvard Business School, Davis is trained in business management, psychology, and economics, with his doctorate in Business Administration from Harvard Business School. He also taught for seven years at the Graduate School of Business at the University of Southern California before founding the Owner Managed Business Institute in 1989.
Davis has lectured about family companies in many university executive programs and has helped create family business programs at IMD (Switzerland), INCAE (Costa Rica), and Universidad Adolfo Ibanez (Chile). Davis is a top rated educational resource for the Young Presidents's Organization, lecturing worldwide to its family company members on how to resolve the issues they face.
Davis consults to family companies throughout the Americas, Europe, Asia, and Australia on the topics of working with relatives, strategic and succession planning, and professionalizing the family business. His clients range from small family companies to industry giants, from first generation firms with a few owners to sixth generation companies with over 200 family shareholders.
A book describing the best practices of successful family companies is Davis's current writing project. He is also co-author of Generation to Generation: Life Cycles of the Family Business published by Harvard Business School Press.
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Mae Lon Ding
Mae Lon Ding is the President of Personnel Systems Associates and consults in the areas of employee productivity improvement, performance appraisal, and personnel information systems. She also provides expert witness testimony and economic damage analysis in legal cases involving employment discrimination and reasonable compensation. Her firm, Personnel Systems Associates in located in Anaheim Hills, CA. Ms. Ding has been a consultant since 1978 and has worked for several major personnel management and training consulting firms including the Wyatt Company, the Forum Corporation, Pear Marwick Mitchell & Co., R.A. Smith & Associates, and Baker Thomsen Associates.
She has consulted with organizations in government, banking, financial services, health care, high technology, insurance, manufacturing, and service industries. Ms. Ding teaches seminars nationwide in the areas of salary administration, incentive compensation, performance appraisal, and personnel computer systems. She is an instructor for the professional certification program of the American Compensation Association. She has been on the faculty of Chapman University's Masters of Human Resources program. She has also taught classes in employee compensation and personnel computer systems for the personnel management certification programs at the University of California at Irvine and at the California State Universities in Long Beach and Pomona.
Ms. Ding received her MBA from the University of Southern California and has a BA from UCLA in Industrial Psychology. Ms. Ding is designated as a Certified Compensation Professional by the American Compensation Association. She is a past President and current board member of the Association of Professional Consultants and a board member of the Orange County Forensic Consultants Association.
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Michael Dishon, Ph.D.
Michael Dishon, Ph.D. has over 25 years experience as a consultant, initially dealing with technical matters, such as the optimization of production in an electronic chip manufacturing facility, and then focusing on the human side of business organizations. He brings to the firm practical skills in crisis resolution, the application of psychological principles to organizational functioning and enhancement, and experience resolving the issues of family owned companies.
He received Bachelor and Masters degrees in Industrial Engineering and Operations Research from the University of California at Berkeley and a Ph.D. in psychology form the California School of Professional Psychology at Los Angeles. In addition, Dr. Dishon is licensed by the state of California to practice psychology.
Upon receiving his psychology license, Dr. Dishon started his own independent practice. In that role, he provided psychotherapeutic services, psychodiagnostic and assessment services, while continuing to provide consultations. Having received specialized training in family therapy, Dr. Dishon was aware that family firms often suffer from high levels of conflict and their family dynamics often interfere with the success of the business. In consequence, in 1984 while continuing with his psychological practice, he founded the Family Business Center, a consulting firm specializing in family owned and operated firms. Combining business principles and family psychology, the Center's services included succession planning, aligning family dreams, beliefs, and values with those of the business, intergenerational conflict resolution, culture change, coaching and dealing with family and non-family employee tensions.
Dr. Dishon frequently consults to create preventive human resource policies and provides conflict-resolution services, including addressing such emergent issues as workplace violence, sexual harassment, and the impact of the corporate culture on morale, employee turnover and productivity. His expertise includes assessment processes for the selection, promotion and development of employees, mostly at mid- and upper-levels.
Dr. Dishon is a Fellow of the American College of Forensic Examiners, and in that capacity he has testified in a variety of civil litigation matters, including labor-related, disability and injury matters. He is an assistant clinical professor, teaching at the Medical School, University of California at Los Angeles. In the past he has taught at California State University at Fullerton, Pepperdine University and the California Graduate Institute.
Dr. Dishon has been active as a volunteer member of the American Red Cross, Disaster Mental Health Team. He had a variety of roles with the Los Angeles County Psychological Association, including that of Treasurer and Chair of the forensic committee. Dr. Dishon was also the psychology editor for the Family Law News, a State Bar publication. His hobbies include travel, classical music, theater, reading, backpacking, and photography.
Ernest A. Doud, Jr., CMC
Ernie Doud is a co-founder and the managing partner of Doud\Hausner and Associates, a multi disciplinary management consulting firm dedicated to strengthening family owned and entrepreneurial businesses. He is the author and host of Livelihood and Legacy, and NAPL/DuPont video and workbook for family businesses, a contributor to Your Family Business: A Success Guide to Growth and Survival, and a frequent lecturer on family business subjects.
Ernie holds a BA degree in Business Economics from Claremont McKenna College, and MBA in Finance from UCLA, and has completed extensive postgraduate studies in Psychology and Family Systems. He is a member of the Family Firm Institute and is accredited as a Certified Management Consultant by the Institute of Management Consultants.
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Jennifer Dryer
Jennifer Dryer is the President of Tamayo Consulting, Inc., a closely-held business that she recently purchased from its founder. Established in 1986, Tamayo Consulting specializes in leadership and team development. Because the firm focuses its efforts on leadership and teamwork, it brings unmatched depth and current knowledge to every client project.
Jennifer has worked with thousands of executives and managers to improve their leadership effectiveness. She designs and delivers leadership programs for public and private organizations across the country. Her leadership training emphasizes self-development and application. Jennifer uses 360 degree feedback processes, one-on-one coaching and other techniques to help leaders turn feedback and knowledge into action.
Jennifer has consulted to more than 100 teams and groups in the biotech, high tech, and manufacturing industries. She helps teams resolve conflict, communicate collaborate, get focused, and implement plans that get results.
Jennifer works with a diverse client base, including major corporations, start-up companies, government agencies, and educational institutions.
Jennifer is a published author and speaker. She has been invited to speak at national and regional conferences and her work has appeared in journals such as Training & Development.
Jennifer received her MA. in Organizational Communication at San Diego State University.
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Quentin Fleming
Quentin Fleming has over a decade of consulting experience, working with a wide range of clients ranging from Fortune companies to small entrepreneurial firms. His unique specialty is helping rapidly growing businesses maximize their profitability and success.
Quentin has an M.B.A. in organizational development and consulting from the Marshall School of Business at the University of Southern California.
In addition to consulting, Quentin is the co-author of tow textbooks on Project Management, both published by McGraw-Hill. His newly released book is titled, "Keep the Family Baggage Out of the Family Business: Avoiding the Seven Deadly Sins That Destroy Family Businesses," and is being published by Simon & Schuster. He lives in Los Angeles and can be contacted at www.familybaggage.com.
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Scott E. Friedman
Scott E. Friedman is a partner in the law firm of Lippes, Silverstein, Mathias & Wexler LLP, in Buffalo, New York, where he concentrates his practice on representing closely-held and family businesses.
He has written and lectured extensively in these areas and is author of numerous articles and five books, including The Successful Family Business, How to Profit By Forming Your Own Limited Liability Company, and How to Run a Family Business.
Mr. Friedman is the Creator of The Family Business Scorecardtm, and a consultant to family businesses and their advisors across the United States. He has been quoted in numerous publications, including Entrepreneur and Success magazines. Mr. Friedman is also general counsel to his wife's family business, the Pepsi Cola Buffalo Bottling Corp.
Kelin E. Gersick, Ph.D.
Kelin Gersick is co-founder and a senior partner of Lansberg, Gersick & Associates, a research and consulting firm specializing in family enterprise and family philanthropy. He is also Professor of Organizational Psychology in the doctoral program at the California School of Professional Psychology (CSPP) in Los Angeles, and faculty director of the Family Business Executive Education Program at UCLA (Anderson School of Business Administration).
Kelin conducts research on family business, family foundations, adult development, and management. His consulting work with family firms focuses on the impact of family dynamics- including marriage, parenting, and sibling and cousin relationships- on governance and business operations. He is the lead author of Generation to Generation: Life Cycles of the Family Business (1996, Harvard Business School Press), "Family Foundations at Work" (1990), and has written many other articles and cases. From 1989 through 1993, Kelin served as Co-Editor-in-Chief of Family Business Review. He is a frequent speaker at conferences, philanthropic association meetings, and family business forums.
Earlier in his career, Kelin worked as an organizational consultant and a family counselor in Boston and in New Haven, Connecticut. He has taught at Harvard University, and before coming to California, spent ten years on the faculty at Yale University. He grew up in a business family in Illinois.
Kelin holds a Ph.D. from Harvard University and a B.A. from Yale University. He lives in California with his wife Connie; they have two children.
Izzy Gesell
Originally from Brooklyn, NY (where a sense of humor is a survival skill), Wide Angle Humor'ss founder, Izzy Gesell, has been professionally involved with various aspects of humor since 1982. He has been a stand-up comedian, teacher, journalist, corporate trainer and workshop presenter.
Izzy is a nationally known public speaker who brings together his two loves, education and humor, into entertaining, informative, and practical programs based
on the premise that most of the laughter in our lives comes from the unintended humor of reality. Whether it be a keynote address, a half-day seminar or a full day workshop, audiences leave with a smile on their lips, good feeling in their hearts, some great jokes to tell their friends, and a clear understanding of how to bring humor into their lives on a daily basis.
Gita Govahi
Ms. Govahi is the Director of the Experiential Leaning Center at the USC Marshall School of Business. During her tenure, she has inaugurated a number of training programs and conducted numerous training sessions for the School'ss graduate, undergraduate, and executive education programs. As the Director of the Experiential Learning Center, she leads a core group of professional trainers who design and conduct experiential exercises for the Marshall School'ss constituencies. Gita also directed the Business School'ss Instructional Services Center for eight years. In this capacity, she facilitated implementation of the state-of-the-art technologies in the Business School classrooms.
Ms. Govahi has special interest in cross-cultural training and has worked as a consultant in this area. Over the past 10 years, Gita has published papers and articles on the topic of Experiential Learning and its application to adult learning. Gita'ss research interests include, studying the impact of technology on the learning process. She is also interested in examining the role of the Internet and the communication technology in the training process.
Ms. Govahi received her Bachelor'ss degree in Business Administration from the USC Marshall School of Business and her Master of Science degree in Applied Behavioral Science also from USC.
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Mark S. Greenfield
Mark S. Greenfield is the founding and managing partner of Greenfield & Associates, a Los Angeles-based corporate finance law firm. He has practiced corporate finance law for 23 years, specializing in mergers and acquisitions, public offerings, private placements, and reorganizations. He represents clients in several industries, including health care, financial services, oil and gas, real estates, retailing, hospitality and manufacturing.
In addition to his law practice, Mr. Greenfield currently is the Chairman of the Board of Zum Ritter Corp. a restaurant holding company that owns and operates four upscale Italian restaurants in Southern California. He also has been Chairman of he Board and President of SOPAC Energy Corporation, an independent oil and gas exploration and production company, where he has overseen, planned, and directed all facets of business, including operations, administration, finance, corporate strategy, marketing and acquisitions. Mr. Greenfield also sits on the Board of Directors of Alpahtec Manufacturing Inc. (a manufacturer of orthopedic devices) and Pinhead Productions, Inc. (a manufacturer and marketer of novelty products).
Mr. Greenfield received a J.D. in 1974 from the University of California, Berkeley (Boalt Hall), and graduated from the University of California, Los Angeles with a B.A. (magna cum laude) in 1971. Mr. Greenfield is a member of the Board of Directors of Cedars-Sinai Medical Center, where he sits on the Executive Committee, a member of the Board of Trustees of U.C.L.A. He is incoming Chapter Chairman of he Santa Monica Bay Chapter of the Young Presidents' Organization and Education Chairman for the 1999 Hawaii Family University.
Taylor Hartman
Dr. Hartman maintains a private practice for individuals in California and Utah. He accepts telephone consultations from individuals who are anxious to compliment his effective training techniques. His three day retreats in his Corporate Training Center in the beautiful mountains of Sundance, Utah are in constant demand. He offers six retreats a year for small groups of individuals or couples (limited to only twelve participants). His creative intervention techniques and warmth are a rare mixture for getting quickly to core issues and bringing about productive change in individuals in one on one or retreat settings.
Dr. Hartman has his Doctorate of Human Behavior from the Leadership School of Human Behavior United States International University in San Diego, California, and his Masters in Counseling Psychology from Brigham Young University in Provo, Utah
Dr. Taylor Hartman has been married for twenty years to Jean (Eggett). They have five children ranging in age from two to eighteen years old. He adores his family, his opportunities to teach true principles about relationships and his personal free time. He craves adventure (cattle drives & white water rafting), tennis, community enrichment and good books. He is an ardent supporter of human rights, good mental health and "embracing the moment." He is a creative consultant, charismatic lecturer and caring communications analyst. Simply stated he is a uniquely inviting professional you'll be glad you met. Once you have worked with him, you can never see yourself or others the same again.
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John Haskell
Dr. Revenue, John Haskell is a professional speaker and seminar leader. His programs on marketing planning and business development have reached audiences from Maine to California and Bermuda to Bogota. Sponsors like Inc. Magazine, Key Corp., UPS and Bell South have seen the enthusiastic response of hundreds of entrepreneurs to Dr. Revenue's unique approach.
John is a graduate of Brown University and Kellogg School at Northwestern where he received an MBA. Clients at Dr. Revenue's Marketing and Sales Clinics know that he has innovative, exciting prescriptions for growth.
Since 1992 John has taught the Fast Trac Entrepreneurial Business Planning course at the University of Southern California's Business Expansion Network.
John is the Treasurer of Camino Nuevo Charter Academy, a new charter school in the McArthur Park area of Los Angeles. He serves as an advisor and mentor to entrepreneurs throughout the country.
1700 Mandeville Canyon Rd.
Los Angeles, CA 90049
(310) 476-3355
fax: (310) 471-7721
e-mail: drrevenue@drrevenue.com
www.ProfitRx.com or www.DrRevenue.com
Lee Hausner, Ph.D.
Dr. Lee Hausner, Vice Chairman of IFF Advisors and National Director of the Institute for Family Enterprise, is an internationally recognized clinical psychologist and business consultant. She served as the senior psychologist for the Beverly Hills Unified School District for 19 years in addition to establishing a reputation as a highly regarded keynote speaker and seminar leader.
A frequent guest on national radio and television and quoted expert in the Wall Street Journal, Fortune, Forbes and Time, she is the author of "Homework Without Tears", "Teaching Your Child Creativity ", " Teaching Your Child Concentration "and the seminal work regarding wealth and the family, "Children of Paradise &Successful Parenting for Prosperous Families ". Dr. Hausner was the solo writer and presenter of the PBS television special, "Who Is In Charge? &A Discipline Action Plan ".
An acknowledged expert on psychological issues involving wealth and wealth transfer, she is a frequent participant at high wealth and estate planning conferences and a key note speaker for the private client meetings of national financial institutions. She has been a presenter at the World Economic Forum in Davos, Switzerland.
Dr. Hausner contributed two chapters (The Psychology of Wealth and Wealth and Children) to the financial resource book, "The Stewardship of Private Wealth" and co-authored with Doug Freeman "Creating a Family Foundation ". She is one of the founders, member of the Board of Directors and senior deans of the Learning CenterFoundation, a national organization established for the development of multi-generational educational programs dealing with the successful transfer of the four components of family wealth (Human Capital, Intellectual Capital, Financial Capital and Social Capital)
Recognizing the need for a multidisciplinary approach to the complex issues involved in operating a family business, Dr. Hausner co-founded Doud/Hausner/Vistar,(www.dhvadvisors.com) one of the leading nationally recognized consulting groups dealing with the unique problems confronting families involved in a family business and/or families of wealth. She and her partner, Ernie Doud, presented their unique six-step transition model in the well-received family business book, "Hats Off To You" She remains "of counsel"with DHVAdvisors.
Most recently, Dr. Hausner and Doug Freeman co-founded IFF Advisors (www.iffadvisors.com), consulting firm which provides comprehensive strategic planning for families and family foundations.
LEE HAUSNER, PH.D
750 HOLMBY AVENUE
LOS ANGELES, CALIFORNIA 90024
TEL: (310) 474 2110
FAX: (310) 475 3916
EMAIL: DRLSH@AOL.COM
Jean Hollands, M.S.
Jean Hollands, M.S., CEO of Growth & Leadership Center, a family business in Mountain View, California, is a leading expert on the psychology of the executive, the employee and the interpersonal relationship both on and off the job. She has received numerous awards including the International Rotary's Family and Community Award. Hollands is also the author of Silicon Syndrome, Optimistic Organizations, and Red Ink Behaviors.
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James E. Hughes, Jr., Esq.
Mr. Hughes is the author or the book Family Wealth: Keeping it in the Family, and numerous articles on family governance and wealth preservation. He is the founder of a law partnership in New York City, Hughes and Whitaker, specializing in the representation of private clients throughout the world. He frequently facilitates multi-generational family meetings with a special emphasis on mission statements and governance issues. He has spoken frequently at numerous international and domestic symposia on international estate and trust planning. His is a member of the Board of Philanthropic Initiative, a Councillor to the Family Office Exchange, and emeritus faculty member of the Institute for Private Investors and a member of the Board of the Albert and Mary Lasker Foundation and a Senior Dean of the FOX Family Learning Center and a member of the Board of the FOX Foundation. He is also a member of the boards of various private trust companies, an advisor to numerous investment institutions and a member of the editorial boards of various professional journals. Mr. Hughes was a partner of the law firms of Coudert Brothers and Jones, Day, Reavis and Pogue. He is a graduate of the Far Brook School, the Pingry School, Princeton University and the Columbia School of Law.
Dennis Jaffe, Ph.D.
Dennis Jaffe is a founding principal of Changeworks, a San Francisco organizational development firm, and professor at Saybrook Graduate School, where he coordinates their Organizational Inquiry doctoral program. Dr. Jaffe is a nationally recognized leader in the field of organizational development. He consults to large management consulting firms, major corporations and family businesses on managing organizational change, developing strategic visions, sustaining employee commitment; building value based cultures and designing collaborative workplaces.
Dr. Jaffe earned his Ph.D. in sociology, M.A. in management, and B.A. in philosophy, all from Yale University. His professional training is in organizational development, and he is also a licensed clinical psychologist.
Dr. Jaffe is the author of 13 books, including Rekindling Commitment: Renewing Yourself and Your Organization; Organizational Vision, Values and Mission; Empowerment: Building High Commitment Workplaces; Working With Family Businesses; Working With the Ones You Love; Managing Change at Work; and Take This Job and Love It. Two of his books, Self-Renewal: Achieving High Performance in a High-Stress World and Healing From Within, received the Medical Self-Care Book Award. He has published over 100 professional articles. His work has been featured in American Health; Business Ethics; Nation'ss Business; People; San Francisco Business Times; USA Today and The Wall Street Journal.
Jerry Jellison is a professor of social psychology at the University of Southern California in Los Angeles. He has been president of the 12,000-member USC Federal Credit union ($40 million in assets) for the past 19 years and is the author of Overcoming Resistance (Simon & Schuster, 1993). Jerry has also served as a consultant for corporations and government agencies. Some of his major clients includ IBM, Mobil Oil, TRW, DuPont, General Instruments, Frito-Lay and Farmers Insurance Group.
Laree Kiely, Ph.D.
Dr. Laree Kiely, Director of The Teaching Center in the Marshall School of Business, also serves as Associate Professor of Clinical Management Communication and Influence at the University of Southern California and teaches managerial behavior and communication in the Executive MBA, executive development, and facilitator and trainer programs. She has 20 years experience consulting, facilitating, and teaching human communication skills in the US, Canada, Australia, the Czech Republic, and the People'ss Republic of China.
Dr. Kiely is the former manager of Technology Services at First Interstate of California. Her work in human communication and the impact change has helped such clients as NBC, Paramount, Hughes, Oracle, Bell Helicopter, Kaiser-Permanente, The National Sports Management Institute, IBM, Xerox, Arco, Allergan, Siemens, Southern Cal Edison, BWIIP, Email (Australia), Martin-Marietta, Honeywell, The Singer Company, Kraft Foods, various police and fire departments, city bureaus, hospitals and medical associations, The American Bar Association, The Young Lawyers Association, and The Asian Business Association.
She received her B.A. and M.A. from the University of Colorado and her Ph.D. from the University of Southern California. Dr. Kiely is active in numerous professional societies devoted to communication studies. Among these are the Society for Professionals in Dispute Resolution (SPIDR); The International Society for Intercultural Education, Training and Research (SIETAR); The Academy of Management; The Academy of Family Mediators (AFM); and The International Platform Association.
Dr. Kiely is the recipient of several teaching awards including the USC Business School'ss "Golden Apple" Award for Teaching Excellence, the "Teacher of the Year" Award from the USC Food Industry Management Program, "Best Distance Learning Program 1996" U.S. Distance Learning Association, Telecon XVI. "Most Significant Contribution by an individual to Distance Learning" IDLCON, 1997.
In addition to several papers and articles on communication issues, Dr. Kiely is the author of Influence is More Useful Than Power and It'ss Not What You Intend, It'ss What You Send (In Press, Blackhawke Publishing, 1998) and co-author of Taking Charge: A Guide to Personal Productivity, (Addison-Wesley, 1991), Everything'ss Negotiable, Amacom Press, 1994.
Lawrence Wayne King, Ph.D.
Dr. King has given more than 400 presentations in the last five years for the leading international membership organization for CEOs- The Executive Committee (TEC). TEC groups are comprised of an average of 12 CEOs who meet monthly to discuss issues facing their companies and hone their leadership skills with presentations by top professional consultants.
Dr. King'ss "Entrepreneurial Teambuilding For Strategic Success" and "The Entrepreneurial Coaching Lab" presentations have become a must for TEV groups internationally because it provides CEOs and top management with the vision, the methods and the skills to build a top-flight entrepreneurial team.
These presentations were inspired by Dr. King'ss consulting work with 50 CEOs of mid-sized companies that were making the transition from autocratic to team-based leadership.
Previously, Dr. King was a TEC group facilitator for 12 years. During his tenure, he created two innovative programs; the Key Executive Group and TEC On Campus. The Key Executive Group provides a TEC-like experience for the key members of the CEOs team. TEC On Campus provides the same kind of challenging experience for MBA students at UCLA'ss Anderson Graduate School of Management.
Dr. King has received both of TECs most prestigious awards; The Maurice Mascarenhas Award, presented to the top speaker of the year (1994), and the Donald Cope Memorial Award (1991), for his career contribution to the TEC community. Dr. King is the only individual in TEC'ss 40-year history to have garnered both of these awards.
Prior to his tenure with TEC, Dr. King'ss career was focused in applied research in the area of communication of innovations. He lead a research team of twelve doctoral level scientists in a National Institute of Mental Health/UCLA School of Medicine program to innovate and disseminate treatment and management practices at 40 community health centers throughout the country.
Dr. King'ss education includes a Ph.D. in clinical-community psychology, an MBA in organizational behavior, and an M.F.A. in ethnographic or anthropological film. He is co-author of Personal Effectiveness and producer/writer of the films. "Actualization Through Assertion" and "A Guide to Personal Effectiveness Training."
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Joseph Knight
Joseph Knight is a pioneering implementer of business literacy training in the workplace. As Vice President and CFO of Setpoint Engineered Systems, Inc., Mr. Knight has been responsible for educating and training staff engineers to think like business people. Setpoint engineers now use financial information to make decisions related to company projects.
Mr. Knight's background includes corporate finance at Ford Motor Company and consulting in the fields of finance and project management. He received a bachelor's degree in economics from Brigham Young University and a master's degree in business administration from the University of California, Berkeley.
As a senior Consultant at the Business Literacy Institute Mr. Knight develops and facilitates training programs for managers and executives, consults with CFO's, and researches financial and operational metrics.
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Neil N. Koenig, Ph.D.
Neil Koenig is a Fresno, California based family business and management consultant. In the past 15 years, Neil's national and international practice has included management consulting, leadership development, family business assistance, keynote public speaking, workshop facilitation for family businesses, management, and boards of directors.
Kr. Koenig, in his efforts with family businesses, draws on thirty years of experience as clergy, instructor of family physicians for the University of California Schools of Medicine, family psychologist, and organizational consultant. He is the author of You Can't Fire Me, I'm Your Father: What Every Family Business Needs to Know to Succeed, published by Kiplinger Books (originally by Hillsboro Press) and by Ediciones Deusto of Spain.
He regularly humbles himself as an experienced fly fisherman and perfectly inconsistent golfer and skier.
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Laura Michaud
As VP of Sales and Marketing, board member, and third-generation of her own family's business, Beltone Electronics, Laura has had hands-on, practical experience not usually found among most family business speakers or consultants. While at Beltone, she gained over 19 years of domestic and internationals sales, customers service, marketing and advertising experience. But more importantly to family businesses, where classroom theory cannot substitute for real-world experience, Laura has lived through eh very complex issues that confront family businesses.
Laura is now one of America's leading business builders and speakers, and works with family and not-family organizations that want to strengthen their corporate image, motivate their employees, bring continuity into their businesses and ultimately increase their bottom line.
Laura received her Undergraduate degree in mathematics from Washington University in St. Louis, and thereafter received a Master in Business Administration (MBA) at Loyola University, known as one of the top universities for family business centers. She is a member of the Family Firm Institute (FFI), as well as a mentor in the Next Generation Leadership Institute (NGLI). Laura is also a member of the National Speakers Association and the Professional Speakers of Illinois.
Mona Miller
Mona Miller is the founder and president of Communication Arts Company. She teaches communication classes to doctors, lawyers, therapists and others. She has served as a consultant to many family businesses and has helped family members understand the dynamics of the personal, as well as professional, relationships within the family business. Prior to founding Communication Arts Company, she spent 16 years as a professional pianist, singer and actress. She joins us to share her experiences and knowledge of the dynamics of communication within the family business.
Ian Mitroff, Ph.D.
Dr. Mitroff has been a frequent consultant to Fortune 500 companies, major governmental and non-profit agencies. He served as a policy consultant to the Director and chief executive staff of the U.S. Bureau of the Census for over ten years on the general conduct and overall conceptual design of the 1980 and 1990 censuses.
Aside from his government work, Dr. Mitroff has much experience working with private companies as well. He has served as policy consultant to the senior management of major public and private corporations on the design and implementation of major information systems for worldwide and nationwide market intelligence for new products and services.
Dr. Mitroff has been a teacher as well, serving as a professor from 1967-1977 and 1978-1980 at the University of Pittsburgh, and a visiting professor at the Wharton School of Finance at the University of Pennsylvania.
Dr. Mitroff received his Ph.D. in Industrial Engineering in 1967, his MS in Structural Engineering in 1963 and his BS in Engineering Physics in 1961 from the University of California at Berkeley.
Burt Nanus
For over thirty-five years, Dr. Burt Nanus has been a noted educator, author and consultant in leadership, vision and strategic planning for business, government and nonprofit organizations.
He is Professor Emeritus of Management at the University of Southern California, where he served on the faculty from 1969 to 1994. Previously, he spent ten years in various managerial capacities at Sperry Rand Corporation, the System Development Corporation and his own consulting firm, Planning Technology, Inc.
Dr. Nanus founded USC's Center for Futures Research and was its Director for 16 years. Later, he helped start the USC Leadership Institute and served as its first Director of Research.
He is the author of nine books - six of them on leadership and more than eighty other articles and publications. Leaders: The Strategies for Taking Charge, written with his colleague Warren Bennis, has over 600,000 copies in print in the English and a dozen other languages. The second edition will be published in 1997. Visionary Leadership, released in 1992, was a selection of the Book of the Month Club and the Fortune Book Club, was named one of the best management books of the year by Library Journal, and has been translated into six foreign languages. In 1995, he published two new books - The Vision Retreat: A Facilitator's Guide. and The Vision Retreat: A Participant's Workbook - and in 1996, Leading the Way to Organizational Renewal.
Dr. Nanus has served on the editorial boards of five journals, and the Board of Directors of the Los Angeles Private Industry Council. He is a popular speaker on leadership and change at corporate retreats, trade association meetings and management development programs, and has helped many organizations find new visions to position their strategies for the coming decade.
Richard L. Narva, Esq.
Richard Narva has been a member of the Massachusetts bar since 1975, and prior to co-founding Genus Resources, Inc., he practiced corporate law, specializing in corporate mergers and acquisitions and corporate real estate finance. Mr. Narva succeeded his father as President of Morton Shoe Companies, Inc., becoming the third generation in his family to head this American Stock Exchange-listed firm founded by his grandfather in 1921. Prior to succeeding his father as President, he also served the company as general counsel and Chief Operating Officer.
Thomas J. O'sMalia
Tom O'sMalia is the Director of the Lloyd Greif Center for Entrepreneurial Studies at the Marshall School of Business at the University of Southern California. He serves as Professor of Clinical Entrepreneurship.
O'sMalia, whose entire career has been in entrepreneurial ventures and teaching, served on the faculty of the USC Entrepreneur Program from 1981-1991. Prior to returning in 1995 as the Director of the Program, O'sMalia served as CEO of ShopTrac, a firm he co-founded and successfully sold. ShopTrac is a leading producer of manufacturing software in the emerging Automatic ID barcode industry. Other entrepreneurial ventures include being a key team member in the startup of two ventures; one of which is now NASDAQ listed. As a consultant he was involved with the successful turnaround of five troubled companies, including the successful sale of three.
O'sMalia is deeply involved with consulting to and studying of emerging firms- successful startups that are reaching critical mass. These firms are filled with new challenges and opportunities for the entrepreneur and are a major focus of the Entrepreneur Program. O'sMalia is also a frequent lecturer on the subject of Corporate Entrepreneurship, how to keep the Entrepreneurial spirit alive in an existing firm.
O'sMalia'ss business experience includes executive positions with First Eastern Bank in Pennsylvania and, later, with Lloyds Bank in Los Angeles. He has written a best selling textbook- Banker'ss Guide to Financial Statements- that teaches bankers to read and use a financial statement in the context of making and monitoring a loan. Most major banks and mortgage lenders nationwide have adopted the book.
O'sMalia earned his Executive MBA at The Peter Drucker School of Management, Claremont Graduate School, Claremont, CA; his MBA in marketing and finance at the University of Scranton, Scranton, PA 91967); and his BS in accounting at King'ss College, Wilkes-Barre, PA (1965).
The USC Marshall School of Business created the first entrepreneur program in the nation more than 28 years ago to explore the topic of Entrepreneurship in a comprehensive manner. It is termed "one of the best entrepreneur programs's in the country by Business Week, and is ranked among the best four by U.S. News and World Report and in 1998 was judged to have the #1 Curriculum by Success.
Tom and Carole O'sMalia are the parents of three daughters and are residents of Calabasas, CA.
Gregory H. Patton
Mr. Patton is the associate trainer at the Experiential Learning Center at the USC Marshall School of Business. He is an expert on organization behavior topics and management communication issues. He has broad experience in the development and delivery of experiential learning exercises for undergraduate, graduate (MBA), executive and corporate audiences.
A skilled facilitator and trainer, Greg has worked with thousands of individuals from corporate, governmental and educational organizations. In addition to his training background, Greg has also spoken and presented original research at regional and national events in the areas of public speaking, managerial communication, critical thinking, communication technology, workplace motivation, ethics, and organizational development and change.
An award winning teacher, he has previously taught in the Annenberg School of Communication at the University of Southern California and in the Communication Department at San Diego State University. In addition to classroom instruction, Greg previously coached two intercollegiate debate programs to top national rankings.
Mr. Patton earned his Master'ss Degree in Communication and B.A. in Management at San Diego State University. A doctoral candidate at USC, Greg'ss dissertation examines the process of organizational culture change.
James N. Rosse
Jim (James N.) Rosse was elected President and Chief Executive Officer of Freedom Communications in April 1992. Jim is the second non-family CEO to hold its position in the 70 or so years since the company's founding. Under his leadership, Freedom has undertaken a program of long-term growth and diversification, restructured its Board to include independent directors, established an active shareholder communications program and built a strong and professional management team.
Before coming to Freedom, Rosse was Provost of Stanford University from 1984 to 1992. He also served as Founding Director of Stanford's Center for Economics Policy Research, Associate Dean of Humanities and Sciences, and Chair of the Department of Economics. He joined Stanford's economics faculty in 1965.
Freedom is a diversified communications company headquartered in Irvine, California. The company publishes 26 daily, 31 weekly and specialty publications and 20 business magazines. Freedom's broadcast division includes six network affiliates.
Jim serves on the Boards of Freedom Communications and Cowles Media.
He and his wife, Jan, live in Irvine. They have three grown children and six grandchildren.
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Susan F. Shultz
Susan Shultz established SSA Executive Search International, Ltd. in 1981. SSA conducts searches locally, nationally and internationally. SSA is the US partner of Morgan and Partners Group, Europe, an executive search group with offices in eleven countries, and also has search affiliates in Asia and Mexico.
SSA has a division devoted to the recruitment of directors for corporate boards and helps growth companies, public and private structure, strengthen and diversify their statutory and advisory boards. SSA is a member of the National Association of Corporate Directors and Directorship. SSA also identifies international affiliates, consults on various international projects, and conducts seminars on human resources, strategic affiliates and Boards of Directors.
Before establishing her search firm, Ms. Shultz had a marketing firm and was a consultant/media director for many state and federal political campaigns. She was a columnist and investigative reporter for Phoenix Magazine for 15 years, and has written for numerous other publications. In addition, she has written two best selling books (Macmillan) and one in 1990 by Simon and Schuster. A book on corporate boards, The Board Book, was released in late 2000.
Prior to that, from 1964 to 1969, she served as Legislative Assistant to Rep. William E. Brock, US Congress, in Washington, DC. Ms. Shultz received a BA in Government and Economics from the University of Arizona and completed all core graduate work in International Affairs and International Economics at George Washington University.
Among other activities, she chairs the Phoenix Committee on Foreign Relations, is s member of the Pacific Council in International Policy, and is past President of the Arizona Business Leadership Association. She is a director on the Board of Trustees, Rhodes Colleges, Inc. 9Div. of Corinthian Colleges) and an advisory board member of Marketect and Advanced Insulation Manufacturing. She served on SBA's 8 member National Small Business Development Center Advisory Board. She sits on the Advisory Council for Arizona State Univ. School of Agribusiness and Resource Management, is a member of Valley Leadership I and Charter 100; and was a Director of the Arizona District Export Council and NAWBO.
She was a Presidential Delegate to the White House Conference on Small Business, has participated in various Council on Foreign Relations and American Assembly symposiums, and has spoken at many international business forums. She is recognized in numerous publications including Who's Who in the World, Who's Who in America, and Who's Who in Finance and Industry.
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Lauren Black Schwarz
Lauren Black Schwarz is the expert on successful entrepreneurial living. She speaks and writes from the perspective of both a psychotherapist and the co-founder of four businesses. Lauren and her husband, Bill, developed and ran an internationally recognized, fully accredited, college degree program for CEOs and their executive teams in Atlanta, GA, Birmingham, AL, Dallas and Houston TX. The focus of their Executive MBA program was on the implementation of organizational growth and change strategies. Lauren taught extensively in this program on Change Management, Effective Communications, Team and Organizational Leadership.
Based on the success of this program, they expanded globally, forming a worldwide TV network for business by assembling a world-renown faculty for achieving world-class performance. The Corporate Satellite Television Network (CSTN) delivered Programming for World-Class Performance to executive, management and hi-performance work teams. The focus was on achieving inspired leadership, innovation, quality, customer service and sales effectiveness.
At a time when their lives were financially secure, Lauren and Bill risked it all to launch CSTN. During this period they invested everything they had and experienced living like in, what has been called "entrepreneurial terror." From this experience they developed, tested and implemented specific principles and practices for successful entrepreneurial living. These principles are the basis of Lauren's acclaimed book, Entrepreneurship-The Art of Embracing the Unknown.
Lauren holds a double Master of Arts degree in Psychology and Organizational Development.
Bill and Lauren live in Atlanta, Georgia, and have raised two entrepreneurial children, Vail and Kord.
Shelley Macklin Taylor
Shelley Taylor received an AB in Linguistics from Cornell University in 1983. She then spent a year in Osaka, Japan where she taught conversational English to Japanese executives and students. Shelley worked at The Press of Atlantic City until she and him Taylor (3rd generation ABARTA family) began their family. While living in Ann Arbor, Michigan she served as President of the Board of the Early Learning Center, a not-for-profit preschool. Currently she is President of the Board of the Adams Foundation, a family philanthropic foundation, and Recording Secretary for her local chapter of the Pennsylvania Association for Gifted Education (PAGE). She is also an active volunteer at her children's schools in Pittsburgh, PA where she and Jim live with their three daughters.
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John L. Ward
Ward teaches strategic management and business leadership at Loyola'ss Graduate School of Business. He is an active researcher, speaker and consultant on family business succession, outside boards of directors and strategic planning. He speaks to numerous trade, professional and academic audiences each year and is a regular visiting lecturer at two European business schools.
He is author of two leading texts on family businesses, Keeping the Family Business Healthy, and Creating Effective Boards for Private Enterprise.
With Craig Aronoff and Arthur Andersen LLP, he publishes a monthly newsletter; The Family Business Advisor, Ward and Aronoff also author a collection of booklets, The Family Business Leadership Series, each focusing on specific issues family businesses face. Their feature column in Nation'ss Business magazine is the widely read family business column in the country. Ward has counseled dozens of families and businesses and is one of the preeminent researchers on family company continuity.
Ward graduated from Northwestern University (B.A.) and Stanford Graduate School of Business (M.B.A. and Ph.D.). He has previously been dean of undergraduate business at Loyola and senior associate with Strategic Planning Institute (PIMS Program) in Cambridge, Massachusetts. He is a founder of the Family Business Center at Loyola University and currently serves on the boards of several companies.
John and his wife, Gail, live in Evanston, Illinois with their two teenage children. Gail is a Chicago elementary school principal. They are active in community and educational activities and enjoy family travel and sports. Ward is currently a director of eh McGaw (Evanston) YMCA, a founding director of the Justin Wynn Youth Leadership Fund and a founder and coordinator of the girls competitive traveling soccer program in Evanston.
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Alan G. Weinstein
Alan Weinstein is a founder of the Center for entrepreneurship at Canisius College, Buffalo, New York. Dr. Weinstein is also a former Chair of the Department of Management and Marketing. He currently is a professor of Management and Entrepreneurship and teaches several courses in Entrepreneurship, Family Business and Organizational Change.
Since Dr. Weinstein founded the Canisius College Center for Entrepreneurship in 1990, it has grown from a one-person office and a single Entrepreneurial Planning Program for aspiring entrepreneurs to a vast ranging set of programs. Including a Family Business Institute, a center for research on urban Entrepreneurship, a Key manager's Program for entrepreneurial companies, expanded graduate offerings and a newly created major in Entrepreneurship. The Center has over 100 entrepreneurial companies enrolled in its programs.
Dr. Weinstein is a Price Babson Fellow, an international fellowship of entrepreneurs and Entrepreneurship educators, and a member of Beta Gamma Sigma, an honorary business fraternity. He has received several grants for his work, including a grant award form Congress of $150,000 to build the Center for Entrepreneurship. He has received several awards for his work in supporting Entrepreneurship, including the Edwin A. Appel Award and the Crystal Buffalo Award.
An active consultant, Dr. Weinstein owns his own consulting firm, Alan G. Weinstein & Associates. He and his wife Carmen formed a company in 1996 specializing in family business education and consulting. They were instrumental in creating FIBISA, a south African family business center in the Capetown area where they present annual workshops on family business and Entrepreneurship.
Dr. Weinstein is part owner of LaserTron, an entertainment company located in Amherst, which he co-founded with a former student at Canisius. He serves on the Boards of several companies including Perry's Ice Cream. He is the chairman of two local groups of Executive Committees, an organization of chief executive officers an presidents, who meet regularly to develop their CEO skills, hare issues and improve their companies.
Dr. Weinstein earned his Ph.D. in Industrial Psychology from Wayne State University in 1996 and previously taught at Carnegie-Mellon and Oakland Universities.
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Marshall School of Business | Copyright 2002
University of Southern California
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