Wisconsin Family Business Forum Annual Reportwfbf.uwosh.edu/Documents/FY11 Report.pdf · Annual Report—Fiscal Year 12 5 Wisconsin Family Business Forum Helping family businesses

Wisconsin Family Business Forum

Annual Report

July 1, 2011- June 30, 2012

October 2012

Catherine Huybers

Executive Director

Table of Contents

Mission 2

Chair Report 2

Organization Profile 3

Partners 3

Family Businesses 3

Sponsors 4

Board 4

Standing Committees 4

Program Committee 5

Recruitment and Retention Committee 5

Subcommittees 6

Scholarship Committee 6

Silent Auction Committee 6

Ad hoc committees 7

Family Business Education Committee 7

Financial Report 7

Staff Reports 8

Faculty Liaison 8

Executive Director 9

Appendixes 10

Appendix A: 2010-2011 Programs 11

Appendix B: Best Practice Calendar 2011-2012 12

Appendix C: Program Evaluation Summary for 2010-2011 12

Appendix D: 2011-2012 Programs 13

Appendix E: Affinity Group Meetings 14

Green Bay Chapter 14

Generation NOW Group 14

Non-Family Executives Group 14

Information Technology Group 15

Senior Executives Group 15

Sponsors 15

TBD 15

ROOTs 16

Appendix F: Marketing - Brochure 17

Appendix G: Marketing - Ads 18

Appendix H: Marketing - Family Business Education Brochure 19

Appendix I: Scholarship Financial Reports 20

Scholarship Balance Sheet 20

Scholarship Profit & Loss 21

Appendix J: Financial Reports 22

Balance Sheet 22

Profit & Loss 23

Appendix J: Financial Reports - FY12 Budget 24

Appendix K: Memo of Understanding 25

Appendix L: Forum Staff and Offices 26

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Annual Report—Fiscal Year 12 Wisconsin Family Business Forum

Annual Report—Fiscal Year 12 2 Wisconsin Family Business Forum

Wisconsin Family Business Forum

(WFBF)

Annual Report to the Board

October 2012

WFBF is the oldest family business organization (established in 1996) in Wisconsin and has

assisted over 100 family businesses and indirectly, hundreds more. As part of the College

of Business at UW Oshkosh, WFBF celebrates 16 years as a resource to family businesses.

This was another year of change and transition as the WI Family Business Forum introduced

it’s new Executive Director, Catherine Huybers, in October of 2011.

Mission

The Wisconsin Family Business Forum is a partnership. We are a community that shares

values, experiences and commitment to family business. We come together, as partners:

business owners, family members, non-family employees, business professionals and aca-

demics to explore the challenges and rewards of family enterprise and to grow in our knowl-

edge, skills, and experience.

The Forum’s mission is fostering healthy family businesses through learning, sharing, and

creating effective solutions regarding the critical issues and problems confronting family

businesses.

Chairperson of the Board (Phil Janes)

Welcome to the Chairperson’s report for 2012. It has been a year of change for the forum

with the hiring of our new Executive Director, Cathy Huybers, in October of 2011. As Cathy

has been getting acclimated to life in the Forum, all of our staff and committee members

have worked hard to put together great programs, that include traditional programs such as

“Estate Planning Tips for Three Perspectives” and “Dealing with Difficult Employees” to

experimenting with a new Annual Dinner format by having the Oshkosh Community Players

present a wonderful rendition of “Wait Till Your Father Gets Home.” Our programs this year

also included the 3rd Family Business Expo in December, as well as Best Practices such as

“Demonstrating the Power of Networking and Social Media.” We look forward to our spon-

sors presenting more of these popular Best Practice sessions over the coming years.

Peer groups have continued to be the backbone of the Forum. The peer groups are evolving

with the needs of their members. A great example of this is that the TBD peer group, con-

sisting of the younger generation of business leaders, has changed their format to include

issue sheets from its members, as well as management development speakers on topics

such as Personal Guarantees. If you would like to join a peer group, please contact the

Forum office and they will do their best to place you in a peer group that fits your needs.

Other peer groups include Gen Now, Roots, Non-family Execs, and the Senior Execs. An

Operations Management peer group is also in the works.

As the needs of Forum members and sponsors are constantly changing, in May we held a

Strategic Planning Session, facilitated by Claire Thompson & Catherine Neiswender of UW-

Extension. The goals from the sessions focus on growing membership by improving overall

value of the Forum through programming and marketing, as well as increasing the value to

sponsors. The detailed strategic plan can be found on the Forum website at

wfbf.uwosh.edu.


On a sad note, 2012 saw the passing of Jim Simpson of Marion Body Works. Jim was a

champion of the Forum. As a member of the Board of Directors and the Executive Commit-

tee, he always spoke up for the best interest of the Forum. His leadership has been valu-

able during a time of change and he always knew how to keep a conversation light hearted

when needed. He will be dearly missed.

In closing, please think of the Wisconsin Family Business Forum in your day-to-day activi-

ties. The effort of the whole membership and sponsorship is needed to ensure its success.

As you come across family businesses, please refer them to the forum. You can pick up

brochures at any of our events or by calling the Forum office at 920-424-1541. Other ways

to get involved are to join a committee or ask Cathy to advocate for the forum in front of a

business group you may be a member of. We would also encourage you to sign up for pros-

pect visits.

Thank you for participating in the Wisconsin Family Business Forum. The Forum is in great

hands and we look forward to growth in 2013 and beyond.

Philip Janes

Organization Profile

Partners

As of June 30, 2012, the Forum had thirty five (35) family business members and eight (8)

professional service sponsors. This included four charter members and one charter spon-

sor.

Family Business Members

Badger Mining Corporation, Berlin1

Bahcall Rubber Company, Inc. Kaukauna

Carew Concrete & Supply Co., Inc. Appleton

Conger Industries, Inc. Green Bay

Crafts, Inc. Manitowoc

DeLeers, Inc. Green Bay

Eck Industries, Inc. Manitowoc

Eden Stone Company, Inc. Eden

Elmstar Electric Corporation Kaukauna

Faulks Brothers Construction, Inc. Waupaca

FEDCO Electronics, Inc. Fond du Lac2

FLASH, Inc. Green Lake

Fond du Lac Bumper Exchange, Inc. Fond du Lac

Green Bay Insurance Center Green Bay

J.J. Keller & Associates, Inc. Neenah

J. Stadler Machine, Inc. Oshkosh

JAG Outdoor Advertising, Inc. Algoma

Janesco, Inc. Oshkosh Kobussen Buses Ltd. Kaukauna

Kolosso Toyota Appleton

MCL Industries, Inc. Pulaski

Marion Body Works, Inc. Marion

McClone Insurance Group Menasha

Morton LTC Neenah

N.E.W. Plastics Corporation Luxemburg

New Tech Metals, Inc. New Franken

P&S Investment Company, Inc. Green Bay

Sponsors:

1 Bold names are charter members/sponsors

2 Italicized names indicate new this year


Pinnow Sheet Metal, Inc. Oshkosh

Printco, Inc. Omro

SCP, Inc. Hortonville

Sadoff & Rudoy Industries, LLP Fond du Lac

Techni-Flex, Inc. Appleton

Tri City Glass & Door, Inc. Appleton

Vern’s Cheese, Inc. Chilton

Zander Press, Inc. Brillion

Sponsors

1st National Bank Berlin, Omro

Associated Bank NA Oshkosh, Appleton

College of Business, UW Oshkosh Oshkosh

Davis & Kuelthau, s.c. Oshkosh, Green Bay, Milwaukee

Pathmakers, Inc. Oneida

Principal Financial Group Appleton

Schenck SC Appleton, Green Bay, Fond du Lac, Oshkosh

The Business News Green Bay

Board

1st National Bank Nicole Bahn 4, 7

Associated Bank NA Jerry Ramus

Badger Mining Corporation Deanne Bremer

College of Business, UW Oshkosh Dale Feinauer, Faculty Liaison 5

College of Business, UW Oshkosh William Tallon

Davis & Kuelthau, s.c. Tony Renning 4

FLASH, Inc. Mandi McConnell

Fond du Lac Bumper Exchange, Inc. David Gneiser

JAG Outdoor Advertising, Inc. Jane Sweasy

Janesco, Inc. Phil Janes 4

Marion Body Works, Inc. Jim Simpson 4

Pathmakers, Inc. Gina Angeli

Schenck SC Jim Stahl

WIPFLI, LLP Sandy Friess 6

Wisconsin Family Business Forum Cathy Huybers, Director 4, 5

Wisconsin Family Business Forum Donna Nelson, Assistant Director 5

4 Member of the Executive Committee

5 Non-voting member

6 Resigned from Board

7 Filled Friess vacancy as of March 2012

Standing Committees

Program Committee

The Program Committee is continually challenged to create events that provide value to its

members and sponsors. The offerings continue to be diverse, providing varied workshops,

presentations, networking opportunities and even a play about family business. (Appendix

A & B)

Notes from this past year:

In addition to the regularly scheduled programs, the Forum offered two Best Practices.

1) Concealed Carry Law, and 2) Social Media. The Social Media Best Practice provided

a foundation for the September program kick-off in the next fiscal year. (Appendix B)

The Forum did not participate in talk shows on Cumulus Broadcasting this fiscal year.

This decision was made by the Board and will be reviewed by the Executive Director.

The annual facilitation training class was not held because of low enrollment.

A program on estate planning was the kick-off event in September. This program high-

lighted the three perspectives of givers, receivers and non-family implementers.

Donna Nelson


Helping family businesses create a strategy for success was the October program.

The 3rd Annual Family Business Expo networking event took place in December. This

year the expo was open to non Forum member family businesses and sponsors.

The 16th Annual Dinner was held at the Fox Cities Performing Arts Center where atten-

dees enjoyed an evening of networking, silent auction and great food. In place of a

keynote speaker a play about a family business was performed, titled “Wait Till Your

Father Gets Home.” The evening also included the 5th Annual Silent Auction with pro-

ceeds benefiting the Forum’s scholarship fund. The auction raised $4,521.00 .

Member evaluations continue to indicate the importance of having valuable topics and pre-

senters that meet objectives set by the presenter. (Appendix C) Feedback also indicated a

desire of offering topics that are not all exclusively about family businesses, but to include

basic business practices in general, or more on-demand, current issues topics.

The Program Committee made a recommendation to the Board to postpone hosting a family

business expo until there is an increase in Forum membership or offer the expo on alter-

nate years. Improvements in program efficiency will continue to be made as well as offering

alternative formats in presenting programs to multiple learning environments. (Appendix D)

A library of audio programs continues to grow as a resource to members and a potential

resource for marketing to family businesses outside our core geographic area.

Peer group participation continues to be a concern for the program committee as well as

the board of directors. This will need to be addressed in greater detail as we proceed

through the coming years. [Appendix E]

Program Committee Members

Badger Mining Corporation Vicky Wuest

Godfrey & Kahn s.c. Tim Feldhausen

New Tech Metals, Inc. Lori Blackman

Pathmakers, Inc. Greta Bilodeau

Printco, Inc. Ken Sperling

Schenck SC Ann Lahde

Wisconsin Family Business Forum Donna Nelson

Wipfli LLP Holly Totzke

Recruitment and Retention Committee (R&R)

With the addition of the new Executive Director, the Recruitment and Retention Committee

reconvened it’s meetings in 2012. Throughout the year, there were ongoing changes with

committee members as well. Once settled in with new faces and fresh ideas, the committee

focused its attention on recruiting new members and sponsors. With her first year as ex-

ecutive director, Cathy Huybers focused on meeting with the current members and spon-

sors, getting to know them and learning about their business.

Bringing with her a plethora of connections and community contacts throughout Northeast

Wisconsin, Cathy Huybers set out to introduce the WI Family Business Forum to them, in an

effort to increase awareness and visibility, by meeting with chamber and economic develop-

ment presidents in the region. She continues to stay connected and increase visibility by

continuing her activities and involvement in various networking events in the community.

In addition to the frequent ads in the Business News, other promotional opportunities were

made through Insight Magazine [http://www.insightonbusiness.com, March 2012] and New

North B2B [http://www.newnorthb2b.com, September 2011] publications through ads and

references in articles written about family business that included interviews from some of

our family business members. WI Family Business Forum (WFBF) program events and Fam-

ily Business Education series was also added to the New North community calendar, all in

an attempt to increase visibility and remain in the public eye.


During the year, WFBF added one new family business, FEDCO Electronics, Inc. and one

new sponsor, Principal Financial Group.

Recruitment & Retention (R&R) Committee Members

FLASH, Inc. Mandi McConnell

Davis & Kuelthau, Inc Bob Mathers

Printco, Inc. Phil Sperling

Schenck SC Tom Maurer

Associated Bank NA Dan Evensen

Wisconsin Family Business Forum Cathy Huybers

Subcommittees

Scholarship Committee

At yearend, the Forum’s Scholarship fund balance was $38,752.28.35. [Appendix I] . Dur-

ing this fiscal year, funds were raised via a 50/50 raffle at the Family Business Expo in De-

cember and during the Silent Auction at the Annual Dinner on May 7th.

Eight applications were received by the Scholarship Committee this year. Of the eight appli-

cations received, the Committee determined that two were excellent candidates, each

awarded a $500 scholarship. The 2012 scholarship recipients were:

1) Shannon Henry, a junior in Supply Chain and Operations Management, who plans to

work for, and eventually take over, her family’s business, Vision Logistics, after graduation.

2) Rachel Springhetti, a junior in Marketing and Finance, who plans to work for her family’s

business, Ogle Window Panels, after graduation.

Scholarship Committee Members

Badger Mining Corporation Tim Wuest

College of Business, UW Oshkosh William Tallon

Sadoff & Rudoy Industries, LLP Jason Lasky

Strategic Goals

(2012—2014)

1. WFBF is organiza-

tionally mature

and financially

stable.

2. Member busi-

nesses have the

support and tools

they need to grow

and expand.

3. WFBF is seen as

the predominant

resource for family

businesses.

FEDCO Electronics, Inc. Principal Financial Group

Streu’s Pharmacy/Bay Natural Jageman Stamping Company

Doneff Companies Godfrey & Kahn s.c.

Pathmakers, Inc. Sustainable Continuous Improvement

The Business Bank Wipfli LLP

With all the excitement of the past year, WFBF was not without its challenges. The follow-

ing three (3) family businesses and five (5) sponsors did not renew their membership.

Some of the reasons stated were the cost of membership, limited funds, time commit-

ments, change in priorities, and one business closed.


Silent Auction Committee

The 5th Annual Silent Auction was held during the Annual Dinner. The Committee solicited

donations for the auction, promoted the event, set up the donation displays and bidding

sheets, hosted the auction, announced the winning bids, and sent “thank you’s.” The Silent

Auction raised $4,521 for the Forum’s Scholarship Fund.

Silent Auction Committee

New Tech Metals, Inc. Lori Blackman

Pathmakers, Inc. Greta Bilodeau


Wisconsin Family Business Forum Donna Nelson

Ad Hoc Committees

Family Business Education (FBE) Committee

The Family Business Education Certificate Program [Appendix H] was not held this past year

because of low registration numbers. The goal for future FBE programs was to promote

heavily through various venues during the upcoming year and start the third class in fall of

2012. After discussion with the Board of Directors, a decision was made to hold the third

class, starting in fall of 2012, in spite of size or number of participants.

Cathy Huybers, Dale Feinauer, and Phil Janes met in spring to review the list of prospective

participants and to start making arrangements to contact each person on the list. The FBE

Committee met throughout spring and summer to secure host sites, lunch hosts, and

speakers for the FBE class scheduled to begin in October of 2012.

FBE Committee Members

Janesco, Inc. Phil Janes


Wisconsin Family Business Forum Dale Feinauer, Program coordinator

Financial Report

The UW Oshkosh Foundation, a 501(c)(3) entity, managed the Forum’s operating funds.

The Forum’s Scholarship Fund is managed under the Student Managed Endowment Fund .

The FY12 budget was based on 47 members and 11 sponsors. This was an aggressive deci-

sion when the budget was originally set, as the year began with an actual membership of

37 and sponsorship of 11. There was an overall decrease in membership by two and spon-

sorship by four. With the lack of interest in FBE, the session was canceled this year, result-

ing in a decline in projected income. There were also fewer participants in the business

expo than originally anticipated.

The loss of income was offset by a reduction in operation expenses. Staff attending confer-

ences was reduced, marketing expenses were less than anticipated, and UW Extension

facilitators were utilized for the strategic planning session at a reduced rate. Program ex-

penses were also reduced. [Appendix J] To help offset some of the challenges of paying for

fringe benefits, a Memo of Understanding was drawn up between the Business Success

Center {BSC} (an outreach department of the University) and the WFBF authorizing the pay-

ment of personnel fringes of the Executive Director’s salary to be run through BSC.

{Appendix K}


Staff Reports

The Forum had four positions, one (1) full-time Executive Director (100%) (beginning Octo-

ber 24, 2011) and three (3) part-time staff positions: Administrative Assistant (25%), Assis-

tant Director (50%) and Faculty Liaison (7.5%), [Appendix L]

.

Faculty Liaison (Dale Feinauer)

Faculty Liaison (Dale Feinauer)

In the past year Dale has been involved in the following activities:

Encouraged faculty to participate in WI Family Business Forum activities, with several

attending various Forum activities.

Increased faculty awareness of the Forum and related activities.

Developed several options for best practice presentations.

Ran a half-day facilitation training program.

Facilitated two of the affinity groups: TBD and Generation Now.

Generation Now remains an active affinity group with 9 meetings a year fo-

cusing on both educational presentations and group analysis of partici-

pant work issues.

This is the fourth year for TBD (a group focused on not-quite-yet operators of

the family business). This group has refocused their activities to general

business management skills and the exploration of issues presented by

each of the participants.

Played a leading role in the management of the Family Business Education program.

Assisted with marketing efforts for the program.

Worked with the committee in the refinement of the sessions and arranging

for the other presenters and panel members for those sessions, in addi-

tion to being a presenter.

Promoted the WI Family Business Forum to potential members and sponsors. Provided

a lead for a potential new member.

Continued to teach a family business management class for UW-Oshkosh. This is the

first family business focused class offered by UW Oshkosh. Several Forum mem-

bers are guest speakers in the course and Forum businesses participate in the

student projects that focus on strategic planning and succession planning.

Participated in regular meetings with Forum staff to discuss general management is-

sues associated with the Forum and to keep everyone up-to-date with current ac-

tivities.

Dale Feinauer

Benchmark Report

(June 30, 2012 compared to

June 30, 2011)

Organizations Involved

Member retention—

95%

Member participa-

tion—89%

Sponsor retention—

80%

Participant Levels

Sponsors —83%

Peer groups —62%

Programs —82%

Total participants —

82%

Program Value

Value of program con-

tent—99%


Executive Director (Cathy Huybers)

New to the WI Family Business Forum, starting in this role October 24, 2011, I set out to

learn about the organization, what are the successful aspects and what are the areas that

seem to be struggling. I started to meet with the family businesses who are members of this

organization. I was interested in learning about their involvement with the Forum, meet

family members, and find out what they like about their membership with the Forum.

I learned that most people like the camaraderie of the peer groups, the opportunity to share

confidential information and feel confident that what is said in the room, stays in the room.

I learned that the relationships the members developed through peer group involvement

was invaluable.

On the other side, I also noticed that, historically, there seemed to be a gradual decline in

participation at the programs and even some peer groups. This was a concern to the Board

members and committee members. Each year the program committee tried to create a

program line-up that would meet the requests of the members, but there was still something

missing. Participation was still not ideal. Finding the right combination was something we

struggled with this past year. I also heard that location and the distance to programs and

meetings was an issue for some people. Although we thought we were offering a centrally

located program or meeting, was it really meeting everyone’s needs?

As I continue to network in the community, I repeatedly met with smaller family businesses

who recognize the value of our programs and would like to participate. Unfortunately, they

are held back from becoming members because of the financial and time commitment.

This is a population that we currently do not serve. As I look into the future, I would like to

create an organizational structure that meets the needs of all sizes of family businesses. I

feel that our programs are as critical for the development of small businesses as well as

larger, more established family businesses. Helping all family businesses, helps strengthen

our economy throughout Northeastern Wisconsin. It also meets the requirements of our

mission, to foster healthy family businesses.

After speaking with numerous family businesses, it was also apparent that we have not fully

recovered from the economic downturn. Although businesses are holding on, their recovery

is slow, if not still stagnant. This is the time the Forum needs to step in and help out. If our

mission is to foster healthy family businesses, then we need evaluate whether our current

structure is the best fit at this time.

As we move into the future and see the dynamics of smaller family and start up businesses,

I recognize the importance and value of offering a service that meets their needs as well as

larger, more established businesses. Do we change our pricing structure? Do we create

more tiers to meet the needs of various sizes of businesses? Do we rotate our programs

around Northeast Wisconsin rather than offering them in one location? These are questions

that I will continue to ask until I feel confident that we are meeting the needs of our current

members, sponsors, and all other interested family businesses in our region


Appendixes


Appendix A: 2011-2012 Programs

Program Calendar

July, 2011– June, 2012

2011 Wednesday

August 17

8:00-11:00am Facilitation Training Dale Feinauer

Reeve Union

Room 220

UW Oshkosh

Wednesday

September 14

8:00am-noon

7:30 breakfast

Estate Planning

Essentials For Family

Businesses from

Three Perspectives

Forum Sponsors

Bridgewood

Resort Hotel

Neenah, WI

Thursday

October 20

1:00-5:00pm

Creating a Strategy

to Achieve Success

David Yeghiaian,

Unique Business

Solutions

Butte des Morts

Country Club

Appleton, WI

Thursday

December 1

2:00-5:00pm

3rd

Annual Family

Business Expo

Program Committee

&

R&R Committee

LaSure’s Hall

Oshkosh, WI

2012

Tuesday

January 24

8:00am-noon

7:30 breakfast

Why Can’t They Be

More Like Me? Dealing with Difficult

Employees

Thom Cody

Pathmakers, Inc.

Butte des Morts

Country Club

Appleton, WI

Tuesday

March 20

8:00am-noon

7:30 breakfast

Generation Dynamics

& Family Business

Life Cycle:

Mentoring &

Coaching the Next

Generation

Sandra L. Shirk

McNeely

Abbey Group, Ltd.

Bridgewood

Resort Hotel

Neenah, WI

Monday

May 7, 2012

5:30-9:00pm 16

th Annual Dinner

“Wait Til Your Father

Gets Home”

Oshkosh Community

Theatre

Fox Cities Performing

Arts Center

Appleton, WI


Appendix B: 2011-2012 Programs

Best Practices Calendar

July, 2011– June, 2012

Appendix C: Program Evaluation Summary for 2011-2012

The program evaluation has a 5 point scale for each item. In addition it has space for comments, suggestions

for future programs and referrals.

2011 Monday

October 10

11:30am-

1:00pm

Concealed Carry

Law

Robert Mathers &

Tony Renning

Davis & Kuelthau, s.c.

Sage Hall

Room 2239

UW Oshkosh

2012

Wednesday

April 18

11:00am-

12:30pm

Small Seeds Grow

Big Trees

Sarah Schneider

Schenck SC

Schenck

Appleton, WI

Average Rating FY08 FY09 FY10 FY11 FY12

Speaker held interest 4.32 4.47 4.47 4.45 4.35

Information valuable 4.34 4.32 4.40 4.37 4.40

Speaker knew subject 4.59 4.52 4.61 4.60 4.51 Ample Interaction 4.12 4.17 4.35 4.17 4.22

Recommend speaker 4.34 4.44 4.52 4.42 4.22 Use facility again 4.45 4.44 4.46 4.44 4.42

Satisfied with food 4.09 4.33 4.22 4.21 4.27

Met objectives 4.07 4.25 4.36 4.13 4.26

0.00

0.50

1.00

1.50

2.00

2.50

3.00

3.50

4.00

4.50

5.00

Speaker held interest

Information valuable

Speaker knew subject

Ample Interaction

Recommend speaker

Use facility again

Satisf ied with food

Met objectives

Program Evaluation Comparison

FY08

FY09

FY10

FY11

FY12


Appendix D: 2012-2013 Programs

Program Calendar July, 2012– June, 2013

2012 Wednesday

August 22

8:00-11:00am Facilitation Training Dale Feinauer

Sage Hall

UW Oshkosh

Tuesday

September 18

8:00am-noon

7:30 breakfast

Social Media & Issues

in the Workplace

Ragan Cheney

Associated Financial

Group with

Panel of Subject Matter

Experts

Butte des Morts

Country Club

Appleton, WI

Thursday

October 25

8:00-noon

Going Behind the

Curtain of Family

Business Transition

Kathy Wiseman

Working Systems, Inc.

Bridgewood

Resort Hotel

Neenah, WI

Wednesday

December 5

8:00-11:00am

Best Practice

How Will the Result

of the Election

Impact My Family

Business?

Sponsor Panel:

Ron Altenburg, Robert

Mathers, Mickey

Noone & Tony Renning

Sage Hall

UW Oshkosh

2013

Thursday

March 7

8:00am-noon

7:30 breakfast

Enterprising Family,

A Cohesive Family is

Your Strongest Asset

Greg McCann

McCann & Associates

Bridgewood

Resort Hotel

Neenah, WI

Monday

May 6, 2013

5:30-9:00pm 17

th Annual Dinner

Tom Boldt

Boldt Construction,

Inc.

Butte des Morts

Country Club

Appleton, WI


Green Bay Chapter This is a heterogeneous group of family business owners and advisors. The group meets to discuss issues identified by them

as relevant and to spotlight a group member. The group has invited family business advisors to discuss a particular topic with

them. They have also used a roundtable format for some of their meetings. Al Hartman stepped in as facilitator in the retire-

ment of the Executive Director.

Generation NOW Group The Generation Now group is made up predominantly of individuals who have taken over responsibility for operating

their family business within the last 5 to 10 years. However, there are group members who have been responsible for

operations for a longer period of time and some who do not yet have these responsibilities. Much of the group's meet-

ing time is spent with the group members helping each other think through issues and potential solutions. The varieties

of background and experience levels combined with a very high trust level within the group are critical assets in the

group's ability to support each other. The group occasionally has speakers on a variety of topics - the general focus be-

ing on business topics that are beneficial to the group members. Dale Feinauer is the facilitator.

Non-Family Executives Group

This group is composed of non-family presidents, chief financial officers, human resource directors, operations and gen-

eral managers. The group focuses on their unique roles and responsibilities as part of a family-owned business. Cathy

Huybers facilitates this group which met at Sage Hall, UW Oshkosh.

Date Topic(s) Presenter Location

Jan 20, 2012 New Approaches to

Business Strategy Development

Professor Ashay Desai UW Oshkosh

MBA Center

Green Bay

Apr 27, 2012 Get Busy Living Your Legacy Barth Guilette

MBA Center

Green Bay

Date Topic Facilitator

Oct 5, 2011 Introductory Meeting Led by Sandy Friess, Wipfli

Jan 31, 2012 Lack of Discipline, Social Media,

Development of Culture Led by Cathy Huybers, WFBF

Date Topic(s) Location

Sep 7, 2011 Updates on Business Activity Wipfli, Appleton

Oct 5, 2011 Heath Corporation—Visual performance measures Meyers Services

Nov 16, 2011 Updates on Business Activity Bahcall Rubber

Dec 14, 2011 Holiday Social Sliders

Feb 8, 2012 Updates on Business Activity Meyers Services

Mar 14, 2012 Updates on Business Activity Bahcall Rubber

Apr 11, 2012 Updates on Business Activity Wipfli, Appleton

May 9, 2012 Performance Reviews Techni-Flex

Appendix E: Affinity Group Meetings


Information Technology Group

This group is composed of individuals who are responsible for all or part of the information technology of a member or

sponsor business. The businesses represented vary significantly in information technology staffing. Participants find mu-

tual benefit from discussing technology challenges and lessons learned with one another. The IT Group did not meet

during FY12

Senior Executives Group This group regularly welcomes additional members. Group members represent the senior leadership in member busi-

nesses. They are focusing on topics including transitioning the business to the next generation, letting go, coaching and

mentoring, life after retirement, and other areas of interest. The group is facilitated by Bill Bassett, Bassett Mechanical,

and Tim Wuest, Badger Mining Corporation.

Sponsors This group did not meet during FY12.

TBD This group is composed of individuals whose exact roles in their organizations are TO BE DETERMINED (TBD). However,

these individuals all are in leadership roles and anticipate being in ownership roles in the foreseeable future. They fo-

cus on issues associated with being the next generation leaders. Much of the group's meeting time is spent with

the group members helping each other think through issues and potential solutions. Increasingly the group is focusing

on having group members share the details of an issue their organization is addressing and then the group asks ques-

tions and makes recommendations. The varieties of background and experience levels combined with a very high trust

level within the group are critical assets in the group's ability to support each other. The group also has speakers on a

variety of business topics Dale Feinauer is the facilitator.

Appendix E: Affinity Group Meetings (continued)

Date Topic Presenter Location

Mar 2, 2012 Evaluating Your Current Management Team

and Planning for Future Management Needs Dale Feinauer

UW Oshkosh

Sage Hall

May 16, 2012

Continuation…

Evaluating Your Current Management Team

and Planning for Future Management Needs

Dale Feinauer UW Oshkosh

Sage Hall

Date Topic Facilitator/Leader Location

Oct 18, 2011 Roundtable Discussion Dale Feinauer Derby Molded

Products

Dec 13, 2011 Holiday Social

Jan 24, 2012 Future Focus of TBS Dale Feinauer Derby Molded

Products

Feb 21, 2012 Roundtable Discussion Dale Feinauer Derby Molded

Mar 13, 2012 Discussion of Strategic Issues Dale Feinauer Derby Molded

Products

Apr 17, 2012 Roundtable Discussion Dale Feinauer Derby Molded

Products

May 15, 2012 Discussion of Strategic Issues Dale Feinauer Derby Molded

Products

Jun 12, 2012 Update on Company performance Dale Feinauer Derby Molded

Products


ROOTs ROOTs (Refining Our Origin and Traits) has defined itself as a loyal and confidential group of family business peers that

learn from and support each other through discovering solutions to problems and issues as they occur. This group will

focus on their professional and personal development. The focus of the group for this year was to have each member

highlight their family business and the role they currently hold in the business. The idea is to get the group to begin to

develop that cohort of peers that are all a part of a family business. Donna Nelson is the facilitator.

Appendix E: Affinity Group Meetings (continued)

Date Topic Location

Oct 13, 2011 Roundtable Discussion Wipfli, LLP, Appleton

Nov 11, 2011 Leadership Development Led by Jeff Strenger Wipfli, LLP, Appleton

Dec 08, 2011 Holiday Social Beefeaters, Appleton

Feb 9, 2012 Roundtable Discussion Associated Bank, App

Apr 19, 2012 Available Software and Technology Associated Bank, Appleton

May 10, 2012 Succession Discussion Associated Bank, Appleton

Jun 13, 2012 Family Business Planning and Setting Future Associated Bank, Appleton


Appendix F: Marketing—General Brochure


Appendix G: Marketing—Ads


Appendix H: Family Business Education Brochure


Appendix I: Scholarship Financial Reports


Appendix I: Scholarship Financial Reports (continued)


Appendix J: Financial Reports


Appendix J: Financial Reports (continued)


Appendix J: Financial Reports - FY 2013 Budget (continued)


Appendix K: Financial Reports—Memo of Understanding continued)


Appendix L: Forum Staff & Offices

Executive Director:

Catherine Huybers

College of Business, Sage Hall 1614E

UW Oshkosh

800 Algoma Blvd.

Oshkosh, WI 54901-8675

Phone: (920) 424-2257

Fax: (920) 424-2280

[email protected]

Assistant Director:

Donna Nelson

College of Business, Sage Hall 1614D

UW Oshkosh

800 Algoma Blvd.


Phone: (920) 424-1541

Fax: (920) 424-2280

[email protected]

Faculty Liaison:

Dale Feinauer

College of Business, Sage Hall 2453

UW Oshkosh

800 Algoma Blvd.


Phone: (920) 424-4152

Fax: (920) 424-2280

[email protected]

Administration Support:

Kristy Bloedow

College of Business, Sage Hall

UW Oshkosh

800 Algoma Blvd.


Phone: (920) 424-1577

Fax: (920) 424-2280

[email protected]

Web Site: http://wfbf.uwosh.edu

mailto:[email protected]




http://wfbf.uwosh.edu/