Our program calendar for the year reflects member suggestions
and ideas and the diligence of our program committee. Because the
majority of you asked for it, this year's programs include two great national
experts, Paul Karofsky and John L. Ward. It also includes family
business owners and sponsors who will focus on the issues you want to discuss.
Please reserve these dates on your calendars now so you don't miss
any of the presentations or discussions:
1 The fee for this workshop is in addition to the annual fee.
|Aug. 26, 1999
|Responsibilities of Ownership
|Using a Board Effectively
7 a.m. - 3 p.m.
|Jan. 27, 2000
|Styles and Patterns of Communication
||Catherine Lindsay & Pat Nichols
||Creating & Preserving
A Family Tradition1
7 a.m. - 3 p.m.
|Which Comes First the Family or the
| John L. Ward
||A Family Heritage
Forum members can again attend family business programs
offered by Marquette University's Center for Family Business and the University
of Wisconsin-Madison's Family Business Center.
This issue of News Briefs lists the programs offered
by Madison's Family Business Center. Your membership in the Forum
entitles you to attend their 3 hour programs for $25 each. To attend
one of their programs, contact Jean at 608-265-3052 and tell her you are
a Wisconsin Family Business Forum member.
As soon as Marquette's program calendar is complete,
you will receive a copy.
This reciprocity program is a great way to add value
to your membership at an extremely reasonable cost. I hope you will
take full advantage of the program.
We are pleased to announce that the J.J. Plank Corporation
and Marion Plywood Corporation have become members of the Forum.
J.J. Plank was founded in 1907 by Joseph J. Plank and is now led by president
David Plank. David is one of five family members active in the business
which is presently owned and managed by the fourth generation of the Plank
family. Headquartered in Appleton, the company has additional plants
in Louisiana and New Hampshire.
J.J. Plank and its division, Spencer Johnston
Company, are the world's largest producers in their market. They
produce watermarks and produce and repair dandy rolls and spreader rolls
for the paper industry.
Founded by Peter C. Rogers in 1894, Marion Plywood
of Marion, Wisconsin, is led by great-grandson Peter T. Rogers. This
fourth generation business is a manufacturer of specialty plywood and veneer
for businesses all over the world.
Please help us welcome David, Pete and their
Grant Thornton - Welcome
As of July 1, Grant Thornton is our new accounting firm
sponsor. As we have met with Dan Thome and his associates in our
introductory meeting and committee meetings, we have been pleased with
the depth of their expertise and their willingness to contribute to the
Grant Thornton LLP is an
international accounting and management consulting firm with offices throughout
the United States and in over 97 countries worldwide. Their mission
is to be the leading global organization creating, enhancing, and preserving
wealth for entrepreneurial companies and the people who own and run them.
They accomplish this by providing business, tax and financial services
that deliver measurable value to their clients.
Grant Thornton is the only
international accounting and consulting firm with offices in the Fox Valley.
They have over 120 professionals in their Eastern Wisconsin offices serving
a base of clients from Milwaukee to Upper Michigan and from Stevens Point
to the Lakeshore.
In the 1998 Arthur Andersen/MassMutual
"American Family Business Survey", 67.7% of the family business respondents
indicated that they do not generate any international sales. In today's
market, globalization is a challenge that should not be ignored.
Grant Thornton's global perspective and expertise makes them a welcome
Professionals from Grant
Thornton will be participating with the other Forum sponsors - First National
Bank - Fox Valley; McCarty, Curry, Wydeven, Peeters & Haak; Retained
Earnings Company/MassMutual; and the College of Business Administration,
UW Oshkosh - in presenting the September program, Responsibility of Ownership:
family, business and community.
We would like to share your company news, too.
If you have news to share, please send it to Sue Schierstedt.
Badger Mining Corporation was recognized as a 1999 Wisconsin Business
Friend of the Environment Award Winner by the Wisconsin Environmental Working
Group and Wisconsin Manufacturers & Commerce.
Miller Masonry & Concrete, Inc. has formed a Board of Advisors
with 10 members, including one non-family manager and three outside advisors.
RB Royal Industries, Inc. received certification to ISO 9002
quality standards on their first attempt.
Peer groups will hold their first Fall meetings over
lunch after the September 14 program. If you are interested in participating
in one of these generational groups, be sure to reserve this date and time
on your calendars.
These groups provide an opportunity for members
to talk with their peers about specific issues and problems, confidentially.
More details will be available before the September
meeting and reservations will be requested.
Our Each One Bring One drive continues. Membership
fees for 1999-2000 are $1,800 for family businesses with annual sales of
$5 million or more and $1,400 for those with less than $5 million in annual
We want to be sure to include as many family businesses
in our Forum as possible. The more members, the better the networking,
and the greater the learning for everyone. If you know a family business
owner that would benefit from participation in the Forum, call Sue Schierstedt
with the contact information.
Just a reminder -- members will receive a "Thank
You" gift for each new family business that becomes a paid member by September
30, 1999. The referring member will have a choice of one of the following
gifts donated by our sponsors...
ð a half-day sporting clays and pheasant hunting at Hunter's
Park near Brillion,
Congratulations and thanks
to Jim Neumann, RB Royal Industries, and Joe Verhagen, Larry's Markets,
Inc., for telling J.J. Plank and Meyer Services about the Forum.
Jim and Joe have their choice of one of our Thank You gifts.
ð a basket of wines
ð a business development course at UW Oshkosh (non-credit)
ð tickets to the UW Oshkosh theater
ð seasons tickets to UW Oshkosh basketball or baseball
Special Year 2000 Program Opportunity
Creating and Preserving a Family Tradition - The
European Experience, a family business workshop, Cervinia, Italy, March
10-18, 2000. The outcome of this workshop should be a formal strategy,
culture and mission statements for both your family and business.
Members will work with European educators, family
business professionals, and business owners to explore the traditions and
practices that promote their family business longevity and success.
We will meet with Forum sponsors, peers, and family members to accomplish
This experience in family and business growth will
be at the Grand Hotel Cristallo, an Italian ski resort at the foot of one
of the most inspiring and famous mountains in Europe, The Matterhorn.
This workshop is open to Wisconsin Family Business
Forum members and sponsors only. The fee for this workshop
is in addition to the annual fee.
The workshop outline is set and details of the workshop are now being
finalized with the travel agency and the University of Wisconsin Oshkosh.
Each member will receive detailed information and registration information
as soon as it is available.
Those who want to participate will be asked to complete
and submit the registration form and deposit to reserve the appropriate
number of places.
Earlier in this issue, we reported on findings of the
Arthur Andersen/MassMutual family business survey as it related to globalization.
The survey also found that less than one-third of respondents reported
having a written strategic plan. The findings indicate a correlation
between the existence of a written strategic plan and taking actions commonly
viewed as essential to family business survival.
Written plans require talking about difficult issues
such as dreams, goals, power, control, and ownership.
Your family business peers have planned the March
workshop to help you do some formal planning. We want to ensure
that your business is a survivor!
Thanks and Farewell
Our program assistant Renee Grahl is leaving the Forum
on July 9 for a promotion to confidential secretary to the warden at the
Kettle Moraine Correctional Institution.
In the four months that Renee has been with the
Forum, she has worked her way into our hearts with her outgoing nature,
wonderful smile and excellent organizational and customer service skills.
We wish Renee the best as she takes on her new responsibilities.
We will miss her.
Return to Forum's home page
University of Wisconsin Oshkosh home
Vol. 3 No. 1 New Briefs
(c) 1999 Wisconsin Family Business Forum
Editor: Susan Schierstedt
800 Algoma Blvd., Oshkosh, WI 54901 firstname.lastname@example.org