2016 FECC Judges Profile Booklet by UVM Grossman School of Business

University of Vermont Grossman School of Business

FA M I LY E N T E R P R I S E C A S E C O M P E T I T IO N J a n u a r y 14 -16 2016

JUDGES PROFILE BOOKLET

CONTEN TS 4 5 6 7

8 9 10 11 12 13 14 15

Matt Allen Stefan Bachofen Lenka Beinhoﬀ Debbie Bing Phillip Bosen Lee Bouyea Fritz Burkhardt Patrick Butler Luis Cisneros Brad Ferland Walter Frame Patrick Garcia Anna Grady Damon Gregoire Judy Green Stephanie Hainley Christopher Higgins Jane Hilburt-Davis Susan Holson Susan Hughes Steve Ifshin P. Devereaux Jennings Jennifer Jennings Takao Kawamoto Jim Keller Shad Khan Charlie Kittredge Bram Kleppner Sean Larkin

17 18 19

20 21 22

23 24

25 26 27

28 29

Steve Legler Lisa Lehan Richard Luck Pam Mackenzie James Mount Roger Nadeau Laura O’Reilly Wanda Ortwine Richard Owens Denise Paré-Julien Tyge Payne Stephen Penwell Jon Pizzagalli Benjamin Rosa Michelle Rosowsky Jeﬀ Savlov Paul Sisson Apoorva Srivastava Chuck Tauck Mark Triller Steven Trotsky Adam True Randy Waesche Scott Wakeman John Ward Mark Wetzel Thomas Wheeler John Wilking

MATT ALLEN

LENKA BEINHOFF

mallen4@babson.edu Associate Professor Babson College USA

beinhoff@beinhoff.com CEO Beinhoff & Co. AG Switzerland

“Matt R. Allen is an Associate Professor in the Entrepreneurship Division, Faculty Director for the Institute for Famil y Entrepreneurship, and Academic Director for the Global Successful Transgenerational Entrepreneurship Practices (STEP) Project. His expertise is in the effective management of human capital within entrepreneurial environments, especially family enterprises. He teaches entrepreneurship and family entrepreneurship courses at the undergraduate and graduate level. In addition, Professor Allen has been involved in executive education programs across the world with a special interest in Latin America. In addition to programs in the U.S., he has worked with executive students from Argentina, Chile, Columbia, Germany, Korea, Mexico, Peru, and Uruguay. His research interests focus on the performance implications of leadership and effective management in entrepreneurial organizations. His research has appeared in publications such as; Personnel Psychology, Entrepreneurship Theory & Practice and Strategic Organization. In addition to working with his father (Ray H. Allen & Associates) as an accountant and consultant to family businesses and other privately held organizations, he has held positions in corporate finance at IBM and Hewlett Packard.”

STEFAN BACHOFEN

DEBBIE BING

mallen4@babson.edu Business Broker and Valuator Country Business, Inc. USA

dbing@cfar.com President CFAR USA

“Stefan manages business acquisitions and provides independent valuations for privately held businesses. Previously, Stefan spent three years as General Manager of Vermont’s largest specialty food and wine retailer – a family business in Vermont. Prior to his General Management role, Stefan spent several years as a Hotel Assistant Manager at Four Seasons Hotels and Resorts in Miami. Additionally, Stefan spent one year as an Educator in Istanbul, Turkey, teaching English to professionals and corporations. He was raised in a family-owned bed and breakfast in Southern Vermont, and began learning the business when he was tall enough to serve guests coffee. Stefan is a Certified Valuation Analyst (CVA), holds a Vermont Real Estate license, an MBA from the Copenhagen Business School, and serves as a Board Member and Treasurer of the South Burlington Business Association. His expertise in sales and marketing, management, financial analysis, and communication skills allows him to achieve positive results for his clients, and overcome challenges to get deals done. Stefan’s favorite part of his profession is assisting accomplished owners transition out of their businesses, and enabling entrepreneurs for an exciting professional future.”

“Lenka Beinhoff, TEP, is Founder & CEO of BEINHOFF & CO. AG, a Swiss Family Office; specialized on advising international families on challenges with substantial wealth, the next generations and family businesses. Since 2014, Lenka is Founding President of Czech & Slovak Family Businesses (CSFB) Association, supporting local family businesses in her country of origin as a part of her family philanthropic activities. Before founding the family office in 2010, she worked as Vice President for Rothschild Bank & Trust in Zurich for several years, for Credit Suisse Asset Management and CS First Boston. Lenka is a member of the Family Firm Institute (FFI), the Swiss Society of Trust and Estate Practitioners (STEP) and member of CSFB Association.”

“Debbie Bing is a Principal at CFAR. Originally a research center within the Wharton School of the University of Pennsylvania, CFAR was spun off as a private management consulting firm 27 years ago and serves clients worldwide from offices in Boston and Philadelphia. Debbie’s specialty is helping family businesses create leadership, strategic, and continuity plans that bridge the interests of family, business and its owners, across generations. Debbie works with senior and next generation family members to design governance structures and forums that engage family members and are guided by shared goals for the entire family enterprise. Her methodology brings all appropriate players into the process of generating options, making decisions, and committing to a plan so that they “own” the solution. In October 2014, Debbie was honored as a Fellow of the Family Firm Institute, from which she earned both the GEN and Advanced Certificates in Family Business Advising. She is a member of the FFI board and an adjunct faculty member at D’AmoreMcKim School of Business at Northeastern University. Debbie holds a Bachelor of Arts from Haverford College and a Master’s of International Law and Diplomacy from the Fletcher School at Tufts University.”

PHILLIP BOSEN

FRITZ BURKHARDT

phillip@vonbargens.com Director of Business Development Von Bargen’s Jewelery USA

fburkhardt@champlain.edu Assistant Professor Champlain College USA

“Phillip has been a non-family leader with family owned jewelry business since the early 1980’s. As Director of Business Development for Von Bargen’s Jewelry he is privileged to assist the second generation owners in growing the New England’s finest and most interesting jewelry company”

“Fritz Burkhardt is an Assistant Professor of Finance at Champlain College. He has taught finance classes at Northwestern University, University of Notre Dame and Champlain College. He worked as a research analyst covering Eastern Europe and the former Soviet Union for Bank Austria Creditanstalt and as an investment banker in mergers and acquisitions for Merrill Lynch. He sits on the Boards of CFA Society Vermont and the Vermont Educational & Health Buildings Financial Agency. Fritz holds a PhD in Finance from Northwestern University, an MBA with High Honors from the University of Chicago’s Booth School of Business, and a B.A. from Middlebury College in Economics and Russian and East European Studies with Honors”

LEE BOUYEA

PATRICK BUTLER

lee@freshtrackscap.com Managing Director FreshTracks Capital USA

pbutler@butlerbros.com President/Owner Butler Bros. USA

“Bouyea joined the FreshTracks team as an Associate in September 2005, was promoted to Principal in July 2006, then to Managing Director in June 2007. In his capacity as Managing Director of FreshTracks, Bouyea currently serves on the Boards of Patient Engagement Systems, Bridj & Ello, and is an Observer to Draker Energy. Lee also leads FreshTracks’ investments in Quirky and Kohort, and formerly served on the Boards of mophie (acq. by mStation), Kluster (acq. by Quirky) and NEHP (acq. by Critical Process Systems Group). Bouyea’s professional background includes marketing, product and business development expertise working for eBay, Nextel Communications and Pacific Marketing Associates. Lee was also an early employee at the venture-backed startup Ebates, which was acquired by Tokyo-based Rakuten for $1Bn in 2014. Bouyea graduated from Colgate University in 1997 and earned an MBA from the Tuck School of Business at Dartmouth in 2005.”

“Graduate of UVM 1979. President of Butler Bros. a Family owned “full-line” Industrial Distributor of cutting tools, abrasives, safety and packaging products based in Lewiston,ME. We have branch locations in Boston, MA., E.Syracuse, NY., and New London, NH. We have been in business since 1952.”

LUIS CISNEROS felipe.cisneros@gmail.com Director of Institute of Entrepreneurship National Bank HEC Montréal Canada “Luis Cisneros is currently Director of the Institute of Entrepreneurship National Bank/ HEC Montreal and Academic director of the Business Families Centre Molson/Deschênes. He has published several books, chapters, articles and study cases about entrepreneurship and small family business management. Dr. Cisneros holds a PhD in Family Business Management (HEC Paris).”

BRAD FERLAND

PATRICK GARCIA

bferland@together.net Owner Ferland Marketing USA

pgarcia@bsad.uvm.edu Assistant Professor University of Vermont USA

“Brad Ferland is a native Vermonter, born in Burlington, VT. Ferland Marketing was established in 1985. Brad Ferland has been involved in many successful business and political marketing efforts and communication campaigns in Vermont. Ferland Marketing specializes in unusual or difficult business or high profile challenges that require innovative solutions and exceptional strategic planning. Brad Ferland also has served as the President of the Vermont Energy Partnership for over 11 years. Ferland was also a columnist for the St. Albans Messenger for almost 5 years writing a weekly piece on the editorial page. Ferland has worked with and consulted for many family businesses over the years and has a solid understanding of the complexities and challenges of generational family own businesses.”

WALTER FRAME

ANNA GRADY

wf@trappfamily.com Executive Vice President Trapp Family Lodge USA

ajg@rnrgsystems.com Director of Human Resources Renewable NRG Systems USA

“Walter Frame is Executive Vice President at Trapp Family Lodge in Stowe Vermont; implementing the business activities for the resort and 2,500 acre estate; hotel, brewery, cross country skiing, mountain biking, recreation, homeowner association management, and real estate sales & development. Prior to Trapp Family Lodge, Mr. Frame was Vice President and Director of Real Estate Development at Spruce Peak Realty, LLC (AIG Global Real Estate), for the period 2003-2011 where he administered all development, governance and operations for the planned resort community Spruce Peak at Stowe. Walter is a Trustee for Copley Hospital, Stowe Land Trust, and Spruce Peak Arts Center Foundation. Walter is married to Kristina von Trapp and they live in Stowe with their two daughters, Annie and Stella. Frame earned a bachelor’s degree from Babson College and an MBA from Boston College.”

“Patrick Garcia is an Assistant Professor of Management at the University of Vermont. Prior to this appointment, Patrick worked as a postdoctoral research fellow in the Australian National University where he also earned his PhD degree in Business (Organizational Behavior). His research focuses on the antecedents, mechanisms, and consequences of workplace aggression (e.g., supervisory abuse and workplace deviance) as well as the role of socio-cognitive factors in career development. He has won best paper awards at the Annual Conference of the US Academy of Management (AoM, Social Issues in Management Division, 2011) and the Australian Industrial/Organizational Psychology Conference (2011). Patrick has also published in well-respected outlets such as the Journal of Applied Psychology, Journal of Vocational Behavior, Leadership Quarterly, Journal of Research in Personality, and Journal of Career Assessment.”

“Anna Grady joined RNRG’s human resources department in 2006, bringing over 20 years of diverse work experience across higher education, manufacturing, youth services, and international development. Anna previously oversaw six departments as Director of Administration for Northlands Job Corps, a U.S. Department of Labor program where young students receive job and life skills training. Prior to that, she served as a clinic liaison manager for Maine, New Hampshire, and Vermont for Planned Parenthood of Northern New England. She also worked for IBM Corporation as a tactical marketing manager. Anna loves to travel and credits her adventurous years as a Peace Corps volunteer as the foundation for many international experiences in Pakistan, Panama, and throughout Africa. She holds an MBA from the University of Vermont and a bachelor’s degree in linguistics from the University of Chicago. She currently serves on the board of directors for King Street Center and the board of advisors for UVM’s Sustainable Entrepreneurship MBA program.”

DAMON GREGOIRE

STEPHANIE HAINLEY

EVP of Mergers and Acquisitions/CFO 3D Systems USA

shainley@whiteandburke.com Chief Operating Officer White+Burke Real Estate Investment Advisors, Inc. USA

“Graduated from University of Vermont in 1992 with a BS in Business Administration (Accounting) and received a Masters of Business Administration from Suffolk University Sawyer School of Business in 2002. He has spent the last 23 years working primarily with private and public companies in areas of finance, accounting, operations and strategy. Most recently, he was the Executive Vice President of Mergers and Acquisitions, CFO, and Head of Global Operations at 3D Systems, a publicly traded global technology company in the 3D creation and printing marketplace. Damon has completed over 50 acquisitions and raised over $1.2 billion in the capital markets.”

“Stephanie Hainley is the Chief Operating Officer and Senior Project Manager at White + Burke Real Estate Investment Advisors, running the firm day-to-day and providing third-party development services around the State of Vermont. Stephanie is also the Chair of the Main Street Alliance of Vermont board, a Director of the Northfield Savings Bank Foundation board, and sits on the board of Leadership Champlain through the Lake Champlain Regional Chamber of Commerce. Her work with the Chamber also includes sitting on the Public Policy Committee and the Advocacy Task Force. She is the immediate past president of Burlington Business & Professional Women (BPW) and serves as a corporator to Northfield Mutual Holding Company. Stephanie received her BA in sociology from UVM and MBA from Champlain College. She is passionate about policy supporting gender equality, economic development, and workforce stability. Stephanie enjoys dancing, hiking & cooking and lives in Burlington’s South End.”

JUDY GREEN judy@ffi.org President Family Firm Institute USA “Judy Green is the president of the Family Firm Institute (FFI), a global association of individuals and organizations that study and serve family enterprise. A frequent commentator on the family enterprise field, she is co-author of the upcoming eBook, Family Enterprise: Understanding Families in Business and Families of Wealth (Wiley 2014) and a recent article in Family Business Review, “The Effects of Goal Orientation and Client Feedback on the Adaptive Behaviors of Family Enterprise Advisors.” She holds a Ph.D. from Marquette University and was the 2008 recipient of the FFI Barbara Hollander Award. Green was a judge in the 2013 IMD - Lombard Odier Global Family Business Award and will be a judge for the 2014 Family Wealth Report Awards 2014 given by ClearView Financial Media Ltd in the UK.”

CHRISTOPHER HIGGINS christopherpaulhiggins@gmail.com Chief Information Officer US Bank USA “As the Chief Information Officer for US Bank, Christopher Higgins is responsible for developing, delivering and supporting over 800 applications, leading Enterprise Data Governance and managing 2,900 employees.”

JANE HILBURT-DAVIS

SUSAN HUGHES

j.hilburtdavis@comcast.net Family Business Consultant Key Resources, LLC USA

shughes@uvm.edu Associate Professor University of Vermont USA

“Jane Hilburt-Davis is an experienced family business consultant and president of Key Resources, LLC, a Boston-based consulting firm. She is the founding chair of the innovative Certificate for Family Business Advisors, a Family Firm Institute (FFI) Fellow and president emeritus of FFI. Considered a leader in the field, she received in London the prestigious Richard Beckard Practice Award designed to recognize outstanding contributions to family business practice. Jane is the author of many articles and case studies, and has trained, mentored and coached hundreds of family business advisors. She is the senior author of the widely acclaimed book, Consulting to Family Businesses, and co-author of Family Enterprise: Understanding families in business and families of wealth. She serves as consultant and advisor to family businesses, and closely held companies, throughout the United States, and has lectured and taught in the family business field in the US, Canada, Europe, and Australia. (For more information about Jane and her company, please go to www.familybusinessconsulting.com )”

SUSAN HOLSON

STEVE IFSHIN

holson.susan@gmail.com Director of Marketing Twincraft Skincare USA

Chairman DLC Management Corp. USA

“Susan Holson has been in and around family businesses her whole life. Her father, uncle, and grandparents founded and operated The Holson Company, a Connecticut manufacturer of photo albums for the consumer and professional markets, which they sold in the 1980s. She fondly remembers family dinner table discussions about the issues they confronted with employees, customers, and vendors. While pursuing her own advertising career on Madison Avenue in NYC, Holson occasionally partnered with her father in consulting family businesses in issues of generational transition. Eventually, when she relocated to Vermont in the 90s, Holson undertook her own entrepreneurial adventures. After 10 years of publishing a newspaper, she sold the business locally and embarked on a stint in academia, where she taught business and humanities courses at several Vermont colleges. She is currently Director of Marketing for Twincraft Skincare, a Vermont-based, family-owned contract manufacturer of specialty soap and skincare products. Holson earned a BA in Linguistics at the University of Michigan and an MBA from the Darden School at University of Virginia.”

“Susan Hughes is an associate professor of accounting the University of Vermont. Prior to joining the UVM faculty in 2006, she spent 17 years teaching at Butler University in Indianapolis where she was twice elected the faculty commencement speaker by the senior class and the recipient of other teaching awards. Her research has been published in the Journal of Accounting and Public Policy, Journal of International Accounting, Auditing & Taxation, Research in Accounting Regulation, Advances in Environmental Accounting, Issues in Accounting Education, Journal of Accounting Education, Accounting Education: An International Journal, Strategic Finance, Management Accounting Quarterly, and other publications. She has presented numerous research papers at meetings of the American Accounting Association, the Institute of Management Accountants, the European Accounting Association, and other national and international accounting conferences. She taught for one semester in Auckland, New Zealand, and worked during another in Mexico City. Before her academic career, she worked in public accounting and banking.”

“Steve Ifshin is the Chairman of DLC Management Corporation, which he co-founded in 1991 with his son Adam. Mr. Ifshin oversees the construction management activities; and the firm’s regional oﬃces in Atlanta, Baltimore, and Chicago. DLC Management Corporation was the recipient of the 2012 UVM Family Business Award. A BA from the University of Vermont (UVM). Mr. Ifshin is a co-chairman of the Board of Advisors at the Grossman School of Business and a Director of the UVMs Foundation. Chairman of the Board of Trustees of the radio station WBGO 88.3 a Jazz station of New Jersey, he is on the Board of Lincoln Center Jazz in New York City.”

P. DEVEREAUX (DEV) JENNINGS

TAKAO KAWAMOTO

Director University of Alberta Canada

Glourious Co, Ltd. Japan

“P. Devereaux (Dev) Jennings is a Professor of Strategy and Organization and the Coordinator of the Canadian Center for Corporate Social Responsibility (CCCSR) at the Alberta School of Business. Dev does research in three areas: environmental regulation and management from an institutional angle, entrepreneurial processes in nano and clean technology, and family business dynamics from the embeddedness perspective. Over the years with his diverse groups of co-authors, he has published in Administrative Science Quarterly, the Academy of Management Journal, the Academy of Management Review, and the American Journal of Sociology. Dev has also been involved for some time in editing, having served as Action Editor for the Academy of Management Review, Co-Founding Editor of Strategic Organization, Field Editor of the Journal of Business Venturing, and Associate Editor at Administrative Science Quarterly. Dev received his Ph.D. and M.A. from Stanford University and his A.B. from Dartmouth College. “

JENNIFER JENNINGS jennifer.jennings@ualberta.ca Professor University of Alberta Canada “Jennifer E. Jennings (formerly Jennifer E. Cliff ) is the Winspear Professor and Associate Director of the Centre for Entrepreneurship and Family Enterprise within the Alberta School of Business at the University of Alberta. The author of a coedited book entitled “Firms within Families: Enterprising in Diverse Country Contexts”, Jennifer has published several journal articles and book chapters on family business and the family embeddedness of entrepreneurial activity. One of these appears on a list of the “25 Most Influential Family Business Articles” and another on the Family Firm Institute’s list of “13 Suggested Readings from FBR”. On the teaching front, Jennifer played a lead role in the launch of Canada’s first undergraduate major in entrepreneurship and family enterprise and was the recipient of the University of Alberta’s 2011 McCalla Teaching Award. She has served terms on the Executive Committee for the Entrepreneurship Division of the worldwide Academy of Management and as a Field Editor at the Journal of Business Venturing. Jennifer received her BComm from Carleton University in 1990 and her

“Takao Kawamoto established his own consulting company, Glourious Co., Ltd., in Japan in 2015, after he earned an MBA at Claremont Graduate University in the USA. His career began with Mitsubishi Corporation, one of the largest trading companies in Japan. He was involved in food trading for over ten years with special emphasis on the operations and structure of the Japanese food industry. His experience at Mitsubishi involved interacting with many small to middle sized family business companies. As a result of his experience, while completing his MBA he completed an elective family business class.”

JIM KELLER President Green Mountain Business Consultants USA

“Jim Keller is the President of Green Mountain Business Consultants, a consulting business solving a diversity of issues for International enterprises. He is also President of Rengo Packaging Inc. a packaging manufacturer located in Honolulu, Hawaii. Mr. Keller received a Bachelor of Science from the University of Vermont. He received his Masters of Business Administration from Dartmouth College. Mr. Keller is currently a co-chairman of the Board of Advisors at the School of Business Administration and Vice Chair of the University of Vermont Foundation.”

SHAD KHAN shad.khan@ey.com Senior Manager Ernst and Young USA “Shad is a senior manager in the EY’s Advisory Services practice with 10 years of experience managing the development and integration of global organizational readiness and change management strategies. Shad graduated from USC with an MBA, MS in Systems Engineering from UPenn and a BS in Telecom. Engineering from University of Texas. He is currently pursuing this PhD in Sustainable Management at Case Western Reserve University.”

CHARLIE KITTREDGE

STEVE LEGLER

cjkittredge@crane.com Chairman Crane & Co. USA

sl@stevelegler.com Family Business Advisor TSI Heritage Canada

“Charles Kittredge is Chairman of the Board and former Chief Executive Officer of Crane & Co., Inc. Kittredge is a sixth-generation descendent of Zenas Crane, who founded the company in 1801. With its headquarters in Dalton, Massachusetts and facilities in New Hampshire, Georgia, New York City and Sweden, Crane & Co., Inc. specializes in the manufacture of banknote papers, printed banknotes, passports and counterfeit deterrent securityfeatures. Crane also markets the finest cotton stationery products for social and business uses.

BRAM KLEPPNER bkleppner@danforthpewter.com CEO Danforth Pewter USA “Bram Kleppner has been CEO of Danforth Pewter, a 40-year-old family business, for five years, and served as VP -- Sales & Marketing for three years before that. He also serves as co-chair of Vermont’s Medicaid and Exchange Advisory Board, and as Chairman of the Board of the Population Media Center. He previously spent 10 years doing international marketing and business development for Ben & Jerry’s. He holds an MBA from what is now the Grossman School of Business at UVM, and BA from Middlebury College.”

“Steve Legler is a Family Business Advisor based in Montreal, Canada. He grew up in a Business Family, destined to take over the company his father had founded before he was born. After an unexpected liquidity event that occurred while he was still in his mid-20’s, he ended up managing the family office instead. He has received an MBA degree, the CFA Charter, as well as the Family Enterprise Advisor (FEA) designation. He is the author of SHIFT your Family Business: [STOP working IN your family Business, START working ON your business Family], published in July 2014. He is a member of the Family Firm Institute (FFI), where he has received the ACFBA and CFWA designations, as well as a member of the Purposeful Planning Institute (PPI) and IFEA (Institute of Family Enterprise Advisors). He prides himself on his ability to help business family create the harmony they need to support the legacy they want.”

LISA LEHAN lisa@lehan.net Volunteer Legal and Accounting Services USA

“Lisa Lehan lives in Westwood, Massachusetts with her husband, Dan, and their three children. Lisa was a practicing attorney and CPA, and has been honored to volunteer her services for many charitable organizations over the years. She received her B.S. from the University of Vermont and her J.D. from Suffolk University Law School.”

SEAN LARKIN sean.larkin@logicsupply.com CFO/COO Logic Supply, Inc. USA “I am currently the CFO / COO of Logic Supply, a hardware technology company whose operations have expanded to Asia and Europe. There I am responsible for the maintenance and development of a global finance, human resource, logistics, production, fulfillment, procurement, and customer service teams that can sustain annual double-digit global growth.”

RICHARD LUCK

JAMES MOUNT

rluck@luckcompanies.com Organizational Development Partner Luck Companies USA

jmount@westaff.com President and COO Mount Family Group, LTD USA

“Richard’s passion for creating opportunities for individuals to recognize and act on their untapped potential is contagious. He has spent his life pursuing this passion, first with Teach for America and most recently with his own entrepreneurial venture, UnBoundRVA- a nonprofit that helps low-income adults reach their fullest potential through entrepreneurship. After two years of leading UnBoundRVA and successfully transitioning its leadership, he has made the move to Luck Companies, where he is currently an Executive Trainee. Richard graduated from the Virginia Military Institute with a BA in Business & Economics and a minor is Leadership. As a fourth generation family member at Luck Companies, Richard is able to bring a truly unique perspective on family business and Values Based Leadership.”

PAM MACKENZIE pmackenzie221@comcast.net Interim CEO Greater Burlington YMCA USA “Pam Mackenzie has over 30 years of leadership experience with a strong track record developing and implementing strategic direction for public and private sector organizations. Currently serving as the CEO for the Greater Burlington YMCA during a leadership transition. Previously Pam has held senior level positions within the cable telecommunications industry in California, Arizona, West Virginia, Pennsylvania, Ohio, and New York. Mackenzie entered the cable telecommunications industry after holding several posts at the White House during the Carter Administration.”

“James Mount grew up in and around the family business of temporary staffing and personnel services. In 1997, James joined the family firm full time, and rose through the ranks to a management level. In early 2009, he purchased a minority interest in the company and in 2010 he became the majority shareholder. He is active in the local community and serves as an advisor to his franchisor. In 2012, Mount Family Group received an award form the SBA for the Family-Owned Small Business of the Year.”

ROGER NADEAU rnadeau@cabotcheese.com HR Manager/ Corporate Recruiter Agri-Mark/ Cabot Creamery Cooperative USA “With over 25 years of HR experience in the manufacturing, utility, medical and retail industries, Roger utilizes his extensive HR management and corporate recruitment skills to provide excellent opportunities to individuals who have a defined focus and the confidence needed to succeed. His firm belief is that organizations always win when the right talent is selected to meet both their current and future needs.”

LAURA O’REILLY laura_oreilly@carleton.ca Marketing Coordinator Gleener Marketing Inc. Canada “Laura O’Reilly is a recent graduate of the Sprott School of Business at Carleton University in Canada’s capital city, Ottawa, Ontario. She is a past FECC competitor, having won the competition with her team in 2015. She now works for Gleener Marketing Inc., a small company in Montreal, Quebec as the Marketing Coordinator, focusing her efforts on business development. Family business advising is a future aspiration for Laura, having realized her passion for the industry at the competition last year.”

WANDA ORTWINE

DENISE PARÉ-JULIEN

wsortwine@luckcompanies.com Chief Family Officer Luck Companies USA

denise.pare-julien@hec.ca Director of Family Business Centre HEC Montréal Canada

“As Chief Family Officer and member of the Luck Companies Strategic Leadership Team, Wanda Ortwine leads the Family Office, which supports a multi-generational family and Luck Companies in achieving their vision for the next generation. The Family Office is focused on long-term financial sustainability through thoughtful and comprehensive business ownership and leadership succession plans, estate and tax planning, asset protection, investment strategies, and diversification. One of her key objectives is to preserve the Lucks’ values and business interests from generation to generation and build for the future by counseling, educating, and preparing the next generation of Lucks for ownership and leadership of a national company. In addition to working with the Luck family, Wanda works with other multi-generational families, developing trust and communication in the family system by incorporating the practices and principles of Values Based Leadership. She understands the unique values, beliefs, principles, skills and perspectives of each generation, and helps each generation to embrace and value their heritage, while pursuing their own unique self and legacy. She has spoken at numerous events and conferences on personal leadership, family business and family values, family business advising, and strategic philanthropy.

RICHARD OWENS Owens Family Enterprise Australia

“A fifth-generation Australian, Richard Owen’s forebears established their first family business, a small rural grocery store, in 1876. Taking over the small general store chain in the 1960s, Owens expanded it to a wholly owned family business operating 45 supermarkets and employing more than 2,000 people. A founding board member of the Family Business Network, Owens was awarded the Order of Australia medal in 2000 for his service to the Australian Family Business Network and to the community. He has served as adjunct professor of family business at Bond University and as a family business Executive in Residence at IMD. In 2006, he and his family received the Kellogg Award for Special Contributions to Family Business.”

“Denise Paré Julien is the former president of Business Families Foundation. She is a Fellow of FFI and has been working in the field of family business for decades as a consultant , advisor and educator. Mme Paré Julien has been developing educational material; for Business Families and has trained numerous professional in the field She is now running a Family Business centre at HEC Montréal.”

TYGE PAYNE tyge.payne@ttu.edu Professor of Strategic Management Texas Tech University USA “G. Tyge Payne, PhD, is the Jerry S. Rawls Professor of Strategic Management at the Rawls College of Business, Texas Tech University. His research interests include configurations, family business, firm-level entrepreneurship, organizational ethics, multilevel methods, social capital, and temporality. Published research appears in journals such Business Ethics Quarterly, Entrepreneurship Theory and Practice (ET&P), Family Business Review (FBR), Journal of Business Ethics, Journal of Management (JOM), Journal of Management Studies, Journal of Small Business Management (JSBM), Organizational Research Methods, Organization Science, and Strategic Entrepreneurship Journal (SEJ), among others. Dr. Payne has been or is currently involved as a co-editor on several special issues: Social Capital and Entrepreneurship (2013; ET&P), Sustainability and Family Business (2017; Organization & Environment), Process Methods and Validity (2017; FBR), and a Review Issue (2018; FBR). He is currently an Associate Editor for FBR and serves on review boards for ET&P, Group and Organization Management, JSBM, JOM, and SEJ.”

STEPHEN PENWELL

MICHELLE ROSOWSKY

penwellstv@mac.com Managing Director Morgan Stanley USA

rosowsky@gmail.com Business Strategist Marathon Health USA

“Stephen B. Penwell is Co-Head of the Equity Research Stock Selection Committee for The Americas. Stephen joined Morgan Stanley’s Fixed Income Department in 1989 while completing his M.B.A. at New York University. He began his career as a credit analyst in New York and London, eventually becoming Global Head of Fixed Income Research. From 2002 to 2005, Stephen held various positions in North America Fixed Income Sales Management. Stephen returned to Research Management in 2005 and was the Director of Equity Research for North America from 2007 to 2014. Stephen received his B.S. from the University of Vermont in 1984, Mr. Penwell worked as a Vice President for Deutsche Bank from 1985 - 1989. He earned his M.B.A. from New York University in 1991 and currently resides in Westport, Connecticut with his wife and their family.”

JON PIZZAGALLI jonpizzagalli@pcconstruction.com Director, Special Operations PC Construction Company USA “Jon Pizzagalli is Director of Special Operations at PC Construction. In addition to working with the rest of the SPG team to procure and prosecute new work, he is responsible for cultivating unique opportunities within the organization, including new markets, project finance, and international opportunities. Jon has over 30 years of experience with PC, and has a BS in Agricultural Economics from UVM and a Masters of Real Estate Development from MIT.”

BENJAMIN ROSA brosa@us.ibm.com Brand Manager WW Mainframe and Power Server Sales IBM Global Financing USA

“UVM Business School Board Member Emeritus. Thirty year IBM veteran with various leadership roles in Finance, Marketing and Sales. Two children...Alexandria - senior Electrical Engineering UCONNN....Ben JR...4th year PHD candidate in Economics UPENN.”

“Michelle Rosowsky is the Business Strategist for Marathon Health, where she is responsible for identifying internal and external opportunities to improve business performance and maximize value for customers. She has over 20 years’ experience helping organizations reach strategic goals through communication, process improvement, and outcomes assessment. She has an MBA, an MA in Rhetoric and Communication, and a BS in Exercise Science. She has worked in sports marketing, higher education, corporate wellness, and as a writer and editor. She lives in South Burlington, Vermont with her family.”

JEFF SAVLOV jsavlov@blumandsavlov.com President Blum & Savlov, Inc - Family Business Consulting USA “Jeff Savlov is a consultant to enterprising families and is the founding principal of Blum & Savlov, Inc, Family Business Consulting. He works with families at the intersection of family dynamics and ownership, management and leadership of shared assets. Jeff speaks and writes extensively and authors a popular blog - “The Family Business Minute.” He worked in his family’s commercial printing business before a career in sales and marketing and then returned to graduate work in family and group dynamics. Jeff is also a family therapist and certified psychoanalyst. Currently, he combines all these experiences practicing as a family business/wealth consultant working with multigenerational, enterprising families and their advisors to help families achieve sustainability. Key areas of interest are: sustainability of family wealth, values led family and business, entrepreneurialism in enterprising families as key to long-term success, family governance, development of the next generation and raising children of character with a particular emphasis on starting when kids are very young.”

PAUL SISSON

MARK TRILLER

prsisson@gmail.com General Manager Northern New England Energy Corporation USA

mark@trillerprint.com Owner/President Triller Print Source and Services USA

“Paul graduated from UVM in 1978, after which he began his 26 year career with KPMG. Paul had a variety of assignments at KPMG, including two years in its Amsterdam office. In 2012, Paul was tapped by Mayor-elect Miro Weinberger to become his interim Chief Accounting Officer, taking charge of the City’s fiscal 2013 budget process, then handling a computer system conversion. After 15 hectic months with the City, Paul then accepted his current position with Northern New England Energy Corporation.”

APOORVA SRIVASTAVA mailz2apoorva@gmail.com Assistant Professor Amity Business School India “Apoorva Srivastava works with Amity Business School. He is also consultant with GLG Research.”

CHUCK TAUCK Sheldrake Point Winery USA

“Chuck Tauck worked for Tauck Tours in various roles until 1992, and after completing a graduate program at Cornell in 1994, returned to organize his family’s business for its third generation succession. Today, the company is 90 years old and already involved in 4th generation planning. In 1996, Chuck joined a group transforming a New York dairy farm into a vineyard. Today, Sheldrake Point Winery has 44 acres of grapes, produces 8,000 cases of wine and hosts 25,000 visitors annually, and is recognized as one of the top wineries in the Finger Lakes. Chuck graduated from the University of Vermont in 1976.”

“Mark Triller has a Bachelor’s Degree of Science from the College of Agriculture and Life Sciences at Cornell. As a Marketing Services Provider, Triller Print Source and Services has been providing customers with unique printing and marketing ideas for over 30 years. Target Industries: Educational, Manufacturing, Financial and Healthcare. Mark was born and raised in Upstate New York. Moved to Vermont in 1985 to partner in business with father, Harley. Mark’s wife Janine of 27 years, and their five children, call Rutland, Vermont home. Hobbies/Interests: reading, outdoor recreation and activities, exercise, handy man projects, helping people learn and grow. Favorite Sports: Football and Hockey Claim to Fame: Raised in a loving family of twelve kids, with five brothers and six sisters. (Mark was born number seven ) Mark also has two West Point Military Academy sons currently serving, and a son playing baseball for Clemson University. Life Perspective: The greatest agent for change you want to see in your: life, work , relationships, etc.…. is in the mirror.”

STEVEN TROTSKY steve.trotsky@gmail.com Senior Principal Consultant Collaborative Consulting, LLP USA “Steven Trotsky is a highly accomplished executive with a proven record in the successful design, development and implementation of advanced technology solutions to Financial Services professionals. Steve has achieved repeated success by developing and implementing innovative strategies driving geographic expansion, operational efficiencies, cost reduction, new products and applications. He is a strong leader with a proven track record of successfully delivering against goals and a builder of high-performance teams and organizations. Prior to becoming an independent consultant, Steve held multiple roles over a 17 year career at Fidelity Investments including Fidelity Pricing and Cash Management Services, Fidelity eBusiness Retail Development, Fidelity Employer Services, and Fidelity Investments Institutional Services. Before joining Fidelity Steve was the CFO of a large architectural design firm and has held senior financial roles in medical technology, communications, and the defense industry. Steve lives in Sudbury with his wife Becky, and son Jeff.”

ADAM TRUE

SCOTT WAKEMAN

Development Associate Morgan Stanley USA

scott@famnav.com Managing Partner Family Navigation Strategies LLC USA

“Adam True is the Business Development Associate at Morgan Stanley, in Burlington, Vermont where he has worked since 2007. Prior to this, he worked as a financial advisor at Merrill Lynch in Burlington.”

“Scott was his family’s 20 years second generation CEO of Merriam Graves, a successful industrial and medical gas distribution company which the family sold in 2008 . Scott now provides family business consulting services to multi generational families and their businesses using his real world experience as a benchmark for his work .”

JOHN WARD RANDY WAESCHE randy@rmiadvisors.com President/CEO Resource Management, LLC USA “Randy Waesche has spent his 34 years as a financial consulting pioneer guiding Resource Management, LLC. to national prominence. He is active professionally and in the community serving on numerous committees and Boards. Professionally, he is currently serving on the Financial Planning Association (FPA) Investment Committee and is a former national board member for the Institute of Certified Financial Planners, the predecessor of the FPA. Civically, Mr. Waesche is on the Board of Directors and Executive Committee for the Mary Bird Perkins Cancer Center; a nationally recognized center of excellence for cancer treatment, and is the Chairman Elect for the Northshore Community Foundation. In the past, he has served on the Boards of the Lake Pontchartrain Basin Foundation, the West St. Tammany Parish YMCA, and the St. Tammany Parish Economic Development Foundation. In addition to his wealth management activities, Mr. Waesche has a subspecialty in family business advising and is an active member of the Family Firm Institute where he has earned a certificate in Family Business Planning and Family Wealth Advising. Mr. Waesche has been recognized by Money and WORTH magazines as among the top financial planners in the country. Mr. Waesche holds a Bachelors of Science degree from Regis University in Denver, Colorado with a major in Ecology and minors in Chemistry, English, and Biology. He earned his designation, Certified Financial Planner in 1977 from the College of Financial Planning in Denver, Colorado.”

johnward@kellogg.northwestern.edu Clinical Professor of Family Enterprise/ Co-Director of the Center for Family Enterprises Kellogg School of Management USA “John L. Ward is Clinical Professor of Family Enterprise and co-director of the Center for Family Enterprises at Kellogg School of Management. He teaches and studies family continuity planning, leadership, ownership, governance and philanthropy. In addition, he currently serves on family business and non-profit boards, and is the author or co-author of several leading books on family business.”

MARK WETZEL mwetzel@fiallc.com President Fiduciary Investment Advisors USA “Mark is President of Fiduciary Investment Advisors, LLC (FIA). He is a member of the firm’s investment committee and works with corporate, non-profit, and captive insurance clients. Prior to founding FIA, Mark was a Senior Vice President and PRIME Consultant at UBS Financial Services Inc. and was the national Chair of the Advisory Committee. In addition to serving on or chairing multiple non-profit boards and investment committees, he has also served on the corporate pension committees as a fiduciary for both UBS Financial Services, Inc. and Novartis Corporation. Mark has been in the industry since 1990 and has received many industry recognitions for his contributions. He regularly speaks at industry conferences and has been published numerous times.”

THOMAS WHEELER

JOHN WILKING

tbwheeler3@gmail.com President/ Owner A.W. Brown Pet & Garden Store USA

jwilking@nevilleco.com President Neville Companies USA

“Family business owner for over 30 years in the retail pet, garden, and related industries. Winner of the 2013 UVM 1st Generation Family Business Awards. UVM B.S. 1977; UCONN M.B.A. 1992.”

“John Wilking is founder and President of Neville Companies. Neville is a regional property and facilities management firm with offices in VT and MA. Wilking is Co-Chair of the South Burlington Business Association, is on the Board of Directors of Vermont Business Roundtable, member of the South Burlington Development Review Board, Chartered Representative of South Burlington Boy Scouts and Cub Scouts, and an active member of the Rotary Club of South Burlington”

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