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Class of 2007
Inside The Next Generation Institute
Our Vision
To help prepare the Next Generation of family business owners for their unique roles in managing their firms.
- To assist and better ensure successful transition, continuity, and growth of the business.
- To facilitate family communication and harmony.
- To help future leaders develop personal fulfillment through the stewardship of their firms.
- To manage relationships between generations.
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Our Mission
To provide an outstanding learning experience for participants by developing knowledge and skills unique to family business leaders. Individual styles will be nurtured and enhanced through the assistance of a network of mentors and community leaders. Personal goals will be emphasized to help fulfill lifetime plans.
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Objective
Successors of a family business face unique challenges that are distinctly different that those faced by senior generation leaders and by non-family member counterparts. The issues of different management and leadership styles, along with balancing family and business dynamics, create new and complex challenges for the Next Generation. It is important for the Next Generation to gain a good understanding of where their strengths lie, and where they need assistance, as well as a clearer picture of the family culture and how it interacts with the business.
It is equally important to develop a clear strategy for the business, to set goals for the business, the family and oneself, and to design a clear path on how to reach such desired goals. The creation of a network of resources and support that can provide assistance throughout ones career is also critical to the ongoing success of the Next Generation.
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Program Components
- Monthly interactive meetings.
- Team mentors.
- Affinity group opportunities.
- Trust building & sharing.
- A university certificate program.
- An opportunity for several members of the family to participate, as well as, different generations.
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Topic Calendar
Month Activity/Topic
- Purpose and Foundation of A Successful Transition
- Forming the Team
- Goals, Expectations, and Contingency Planning
- Strategic and Financial Planning
- Valuation and Financing Options
- Optimizing legal and tax structures
- Communication Strategies and Planning
- Developing a Plan of Action
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Tuition
$5,000.00 tuition includes all parts of program, including course materials, food, speakers, retreat, parking, and facilities for the entire 8-month program. A 50% deposit is due with application make payable to The Goering Center.
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Registration
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Meeting Location
Workshop programs will be conducted at the College of Business, Lindner Hall, University of Cincinnati. Mentor meetings will take place wherever it is convenient for those involved. There may also be some programs conducted on location at places of business in the Greater Cincinnati area.
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Alum
Class of 2000
Sean M. Babbs, Expert Masonry, Inc.
Alex Blaine, The Blaine Co.
Rick Bryan, Bryan equipment Sales
Ross Bushman, Cast-Fab Technologies
P. Ryan Conners, Conners & Co., Inc.
Curtis J. Cranmer, The Ralph J. Stolle Co.
Steve Hudepohl, Hudepohl Construcion
Gary Hudson, Mercury Instruments
Robet Kissel, KDM Screen Printing
Nate Kosman, Rosselot Financial
Joe Leonhardt, Leonhardt Plating Co.
Teresa Loomis, Riverhills Healthcare, Inc.
Jason McSwain, McSwain Carpets
Daniel Meixner, Brady, Meixner & Co.
Richard Michelman, Michelman, Inc.
Kim Moscarino, ASI Sign , Inc.
Wm. Kyle Natorp, Natorp's, Inc.
Tom Quinn, Bardes Corp
Rob Scroggins, Clayton L. Scroggins
Craig Sumerel, Bob Sumerel Tire Co. Inc.
Todd Sumerel, Bob Sumerel Tire Co. Inc.
Kevin A. Ward, Wardway Fuels, Inc.
Gary Wilmhoff, Florence Hardware
Class of 2001
Jeffrey Gibson, Scanner Applications
Robert Graeter, Graeter's, Inc.
Chris Huedepohl, Hudepohl Construction
Mike LaRosa, LaRosa's Inc.
Mike Lenett, Casco Products, Inc.
Melissa Mangold, Casco Products, Inc.
Robert Nolan, John Nolan Ford Inc.
Doug Oehler, Oil Distributing Co.
Michael Pax, Pax Machine Works Inc.
Jack Rudnik, Willis Music
Melissa Kline Skavlem, Gardner Publications
Jay Stahl, Cincinnati Belting & Transmission
Jenny Tincher, Active Electric, Inc.
Jonathon Wolf, The Zero Company
Class of 2002
Jack Armstrong, Chester Labs
Brian Busken, Busken Bakery, Inc.
Jay Cahill, The Cahill Company
Tim Clark, H.J. Benken Greenhouses
Scott Clifford, Loveland Pet Products
Bob Conway, Jr., The Bistro Group
Karen Dangel, Hudepohl Construction Co.
Erin Deutsch, SpringDot
Alex Findlow, Findlow Filtration, Inc.
Chip Graeter, Graeter's Inc.
Michael Heaton, Enterprise Vending Inc.
Mark LaRosa, LaRosa's Inc.
Jamie McGregor, Morgal Machine Tool, Inc.
Joe Michels, Paul Michels & Sons
Wesley Pence, Greenfield Products, Inc.
Peter Schulties, Global Underwriters, Inc.
Andy Zalla, Building Crafts, Inc.
Class of 2003
Marc Bohlke, M. Bohlke Veneer Corp.
Dave Eagle, Golden Eagle Extrusions, inc.
Jamie Gerdsen, Apollo Heating & Air Conditioning
Vince Gilkey, Gilkey Window Co.
Joe Goeppinger, Matlock Electric Co.
Tom Huber, Huber Lumber Company
Chris Karl, OKI Window Systems, Inc.
Allison Kline, Gardner Publications
Mike Misrach, Richards Electric Supply Co.
Nina Pence, Greenfield Products, Inc.
Joe Sanfillipo, Harrison Carstar Auto Body
Matt Sheakley, The Sheakley Group of Company
Kim Speed, Kaiser Foods, Inc.
Josh Werthaiser, Down Lite Intl.
Jim Wilz, Sur-Seal Gasket & Packing, Inc.
John Zalla, Building Crafts Inc.
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Class of 2004
Jason Barrott, Aurora Casket Company, Inc.
Karin Baumann, Baumann Engineering, Inc.
Craig Doerger, Vinylmax LLC
Michael Donahue, Donahue & Associates Intl.,
Brian Habegger, Habegger Corporation
Chris Hart, Hart Industries, Inc.
Kirk Heithaus, Woodlawn Rubber Co.
Alan Hendy, Neal's Construction
Michael Prus, Prus Construction Company
Andrew Quinn, ILSCO Corporation
Peter Ragland, The Gorilla Glue Company
Laura Doerger-Roberts, Vinylmax LLC
Class of 2005
Kevin Alleman
Loi Drath, The Bistro Croup
Dan Dwyer, Jr., Dwyer Family Insurance Agency
Mike Grote, Grote Industries
Robin Harris, J. W. Harris
Phil Huff, CIP International
Craig Johnson, Johnson Nash Metal Products
James Jurgensen, II, John R. Jurgensen Co.
Howard Kaplan, Gradison McDonald Financial
Trey Lafkas, Valcom Enterprises, Inc.
Ryan Levin, Caeser & Turtle Creek Flea Markets
Diane Lytle, Aglamesis Brothers
Kristin McLane, Cimx
Benjie Pieper, Trivaco
Jim Price, Empower Media Marketing
Ted Sedler, Home City Ice Co.
Marcus Sheanshang, JBM Envelope Co.
Scott Stang, Hi-Tek Manufacturing
Teresa Stang, Hi-Tek Manufacturing
Class of 2006
Cindy Bellman, Nolte Precise Mfg.
David Blang, Mason Company
John Broshear, Broshear Contractors, Inc.
Justin Broshear, Broshear Contractors, Inc.
Scott Bucher, Aerospace Intl. Materials
Lee Bushman, Security Systems Equipment Corp.
Doug Coster, Nolte Precise Manufacturing
Dan deStefano, deStefano Custom Builders
Rocky deStefano, deStefano Custom Builders
Brian Fitzpatrick, JCB Homes
Tara Steinhauser Halpin, Steinhauser, Inc.
Jimmy Howell, II, Howell Contractors, Inc.
Doug Klekamp, Norwood Sash & Door
Angie Lans, Star Moving & Storage
Dan Oehler, Oil Distributing
Kevin Sheridan, Post Browning
Carol Siderits, Blue Ash Tool & Die
Trevor Steinhauser, Steinhauser, Inc.
Jonathan Theders, Clark Thedders Insurance Agency
Heidi Tolchinsky, Wineworks Ohio, LLC
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