By Christopher M. Sterling, PhD
Craig School of Business
Institute for Family Business
The Institute for Family Business is a comprehensive resource center for education, family business knowledge, and community involvement that serves the needs of the family-owned and closely-held partnerships in the Central California area with the intent of improving the success of families and their businesses. We offer seminars that cover broad family business issues, providing advice and guidance from our experts on how to navigate the different assistance programs. More importantly, we aim to inspire our diverse student body to become the next generation of family business leaders. Hence, facilitating the recruitment of students and graduates as employees, interns and mentees.
Family Business Organizational Mindfulness: A Pathway To Enhanced Performance and Well-Being
Friday, April 19, 3 to 5 p.m. , Craig School of Business, Executive Classroom 192 (RSVP: bit.ly/IFBrsvp)
Associate Professor of Management at the Craig School of Business
Legacy Members
- Fred & Mitzie Ruiz
- Johanson Transportation Services
- James G. Parker Insurance Associates
- J. D. Heiskell & Company
Become a Member
As a member in good standing of the Institute for Family Business, you will receive
the following:
- Gain Access to a range of educational courses, training, and program seminars presented at our meetings by educators and family business practitioners
- Join a regional network of family business owners that provides opportunities for strategic alliances and the exchange of ideas and solutions in a roundtable discussion format
- Members at any level may address the group or make presentations at events
Membership Application Form
Thank you for your interest in becoming a member of the Institute for Family Business.
Please follow this link to become a member!
- Central Valley Community Bank
- Delray Tire & Retreading, Inc.
- Manco Abbott, Inc.
- Wawona Frozen Foods
- Wiebe Hinton Hambalek, LLP
Board Members
Our Advisory Board is comprised of family businesses and advisors from our community
that help guide and carry out the mission of the Institute for Family Business. As
community ambassadors for the IFB, Advisory Board Members are instrumental in preserving
an environment of exchange that promotes the growth and success of other family businesses.
| Officer | Role | Organization (Generation of Family Business) |
|---|---|---|
| Sam Geil | Chair | Geil Consulting |
| Tara Sweeney | Secretary | Food & Facilities |
| Member | Organization |
|---|---|
| Rob Cozzi, Jr. | Principal Financial Group |
| Terri E. Hilliard-Olson | |
| Robert Kutka | |
| Liz McIlvaine | |
| Dr. Vernice Nellon | |
| Steve Orlando | |
| David Preciado | |
| Ganisha Sethi | |
| Sherry Smiley | |
| Fred Ruiz Ex-Officio |
|
| Julie Olson-Buchanan, Dean Ex-Officio |
|
| Angel Rueda, President Ex-Officio |
Family Business Student Association |
| Caty Perez, Associate Vice President Ex-Officio |
|
| Fernando Parra, Director Ex-Officio |
Institute for Family Business |
| Event Name | Event Information |
|---|---|
|
Regulatory and Tax Guidance for Small Family Business December 5, 2023
|
Join us on our next insightful in-person Workshop on “Regulatory and Tax Guidance for Family Business”. Our guest speaker, Christina Wyneken, CPA, will share her expertise on how to effectively manage regulatory compliance for small family businesses and optimize your tax strategies. Participate in this seminar designed to help you grasp key concepts such as business licensing, government filing requirements, and tax payments. Engage in a learning experience that will provide you with actionable insights for your family business enterprise. This event will also give you an opportunity to network with other family business owners and professionals. Get a chance to connect with our family business community! Spanish interpretation services will be provided. |
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QuickBooks Online for Small Family Business I. November 3, 2023 II. November 17, 2023 On campus - 2:00 to 5:00 p.m. |
Join us for an exciting 2-day workshop with Dr. Fernando Parra, Director of the Institute for Family Business and Associate Professor of Accountancy at the Craig School of Business, and Jonathan Court, Regional Business Specialists for the Central Valley’s Women Entrepreneurs’ Center at Fresno State. In these Spanish and English seminars, we will dive into the world of QuickBooks Online to learn how to efficiently manage your finances, track expenses, and streamline your business operations. Gain mastery in sales tax handling, ensuring compliance with ease, and learn practical tips for easy mileage tracking and efficient digital receipt management. If you are a small family business, this in-person workshop is perfect for you. You will learn how to use the software in the first session (Nov. 3) and work on your own books in the second session (Nov. 17). You will also network with other family businesses and exchange ideas to propel your family business forward. |
|
Legal Strategies for Family Business Experiencing Growth September 29, 2023 On campus - 12:00 to 2:00 pm |
Join us for our upcoming family business seminar, "Legal Strategies for Family Business Experiencing Growth" where UC Berkeley New Business Community Law Clinic’s Clinical Supervising Attorney, Mariana Acevedo Nuevo, L.L.M, will provide vital legal insights tailored to the needs of small- to medium-sized family businesses. |
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Tax and Legal Considerations for Family Business May 9, 2023 On campus - 3:00 to 5:00 pm
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Join us for our next family business seminar to acquire a general framework on common taxation and legal matters for your family business. We will delve into topics like the choice of entity formation, operating agreements, estate planning, and exit strategies. |
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Compensation Strategies for Family Businesses March 21, 2023 On campus - 3:00 to 5:00 pm |
Join us for our next family business seminar to learn more about how to establish savvy compensation structures that accommodate the growth of your family business. Family harmony (or lack thereof) adds additional emotions to the already passionate topic of compensation. In this event, we will delve into the challenges faced by family businesses in terms of compensating family members and non-family employees. |
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2022 and Beyond: A Family Business Conversation I. On Campus - 4/1 II. On Campus 4/8 III. Via Zoom 4/22 IV. Via Zoom 4/29
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Join our focus group discussing the most important issues affecting your family business and the role the Craig School of Business can play in addressing these needs. |
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Healthy Family, Healthy Business I. Seminar 10/21 II. Seminar 12/02 III. Seminar 01/13 |
Join us on this Family Business Legacy Series “Healthy Family, Healthy Business” to learn more about family communication, living governance, and successful successions with UK based family business advisers Brian Thompson, Ducere Advisory and Elizabeth Bagger, Avanti Family Business Advisory. Introduction Video: https://youtu.be/Cg3bIWVGlbU |
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Human-Centered Management August 26, 2021 |
Join us at our next Family Business Legacy webinar on August 26, with Dr. Christian A. Wandeler, to learn how to guide organizations on their own path to self-management. Help your human-centered management make an impact on their results by generating high performance and success. Video Presentation: https://www.youtube.com/watch?v=2YPhTAoAJEo |
|
Family Business Strategic Planning 3-Session Summer Bootcamp July 15, 22 & 30, 2021 |
Join us at our next Family Strategic Planning 3-Session Summer Bootcamp with Gail Covington, Senior Vice President and family wealth Director for the Covington Wealth Management Group at Morgan Stanley, to learn how to strategize management of a Family Business, develop successful planning skills and understand gifting strategies. Video Presentation: I. https://www.youtube.com/watch?v=UtUgb0EVSLg |
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Leading Remote Teams in a Family Business May 27, 2021 |
As no one could have predicted a phenomenon that changed our world overnight, it is a vital time for Family Business leaders to learn that it is possible for their teams to work from home, without compromising productivity or hurting sales. Join us on our next Family Business Legacy webinar to learn how to develop this core capability that will be the future of a distributed world with Dr. Christian A. Wandeler, Industrial and Organizational Psychologist, Associate Professor at Fresno State, and Founder of the Semco Style Institute USA Video Presentation: https://www.youtube.com/watch?v=2zWeIan3pHo |
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Family Business Succession Through Employee Stock Ownership Plans (ESOP's) April 22, 2021 |
Learn how ESOPs can be an effective way to reward your extended employee family while executing your family business succession. Video Presentation: https://www.youtube.com/watch?v=5I0OgbTADWo |
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Proposition 19: Impact on Family Estate Planning January 14, 2021 |
At this Institute for Family Business Legacy webinar, Estate, Elder, and Special Needs Attorney Terri Hilliard Olson discusses the impact of Proposition 19 on your family's estate planning. Video Presentation: https://www.youtube.com/watch?v=O-JF8cpVbrM |
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How to Plan for 2021: What we Know so Far December 10, 2020 |
The CARES Act provided economic incentives and relief for small businesses amid the COVID-19 Pandemic. The rules regarding loan forgiveness and the impact on your financial reporting for this year have been modified throughout the year as a consequence of legislative action and administrative guidance. Join us to get the latest updates at the 2020 Family Business Tax Update where tax professionals from Wiebe Hinton Hambalek, LLP will be sharing tax strategies that will minimize your tax liability and keep you in compliance with these rules. Video Presentation: https://www.youtube.com/watch?v=Xdss5k2Vro8 |
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A Conversation with Fred Ruiz |
Discussion with Fred Ruiz, founder of Ruiz foods. |
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A Conversation with Sam Geil December 4, 2020 |
Discussion with Sam Geil, the principal of Geil Consulting, about various intricacies of starting, growing and excelling as a family business, career opportunities, and advice for the next generation. |
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Team Performance in Family Business September 24, 2020 |
What do successful family businesses have in common? A high-performing team that gets the job done. At this Institute for Family Business webinar, you will learn more about the High-Performing Team Growth Cycle with Tim Nightingale (Nightingale Resolutions). In collaboration with CMTC and the San Joaquin Valley Manufacturing Alliance. Video Presentation: https://www.youtube.com/watch?v=R3mjYahzOfg |
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CMCT Presents Funding Opportunities for Family Business August 27, 2020 |
The Institute for Family Business hosts Craig Scharton, CMTC Client Advisor to discuss funding possibilities available to manufacturing family businesses. Approved Delivery experts join in to discuss some of the typical services you are able to secure. Video Presentation: https://www.youtube.com/watch?v=uJvJx3UP1Ng |
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Deconstructing Conflict in Family Business June 18, 2020 |
Disputes and conflicts can ruin a business. Don’t let this happen to you. Join Lois Lang, Psy.D. and Rebecca Spicer of Evolve Group as they discuss why the potential for conflict in a family enterprise is so high, the symptoms, and stages of family conflict, and how to approach resolution. Video Presentation: https://www.youtube.com/watch?v=0s41XSRpO44 |
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COVID-19: Tax and Financial Opportunity to Navigate Family Business through Uncharted Waters April 21, 2020 |
Join the IFB online on April 21st as Moss Adams discusses new COVID-19 legislation that supports family businesses. Learn about tax and financial opportunities available to support you during this time. Video Presentation: https://www.youtube.com/watch?v=d8erfwcxARE |
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Available Resources and Downsizing Options to Sustain your Family Business Amid COVID-19 April 2, 2020 |
The Institute for Family Business in collaboration with the Fresno Regional Workforce Development Board will virtually host Sierra HR Partners Inc, the Small Business Administration, and the Employment Development Department to help family businesses learn more about the immediate resources available during this COVID-19 emergency. The panel will also provide compliance guidelines and tips to follow in case your business must make the difficult choice to reduce its workforce. Video Presentation: https://www.youtube.com/watch?v=8_8d0Nc0iko |
Join our Craig School of Business students and community members in the promotion of businesses and institutions that serve as the economic engine of our Central Valley by publishing social media posts with the hashtag #OpenforBusiness using Twitter, LinkedIn, Facebook, Instagram, and YouTube.
For the posts include the hashtags #OpenforBusiness and #Fresno (or your city) and tag us on Twitter (@FresnoStateIFB or @FresnoStateBiz), on Instagram (@FresnoStateIFB or @FresnoStateBiz), and LinkedIn (@FresnoStateInstituteforFamilyBusiness)
Thank you for helping us support local businesses and encourage economic activity.