2017 Family Business Day: Your Career Advantage
Close to half of Inc. Magazine's fastest growing companies were started by CEOs who grew up in a family business. Whether or not you are from a family business understanding privately-held enterprises helps you become more competitive as a business owner, executive or as a financial advisor. Hear from some of Oregon's best family-owned and family-inspired businesses along with accomplished financial and legal advisors to discover insights that will help your career.
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What does it take to be a trusted advisor to Oregon’s most successful business owners?
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How can my family help me start my own business?
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How do I start the conversation about taking over my parents’ company?
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How do I know if joining the family business is right for me?
Open to all majors
Food and beverages will be available
Please sign up by clicking the links next to each session you would like to attend, or contact Melissa Elmore at 541.737.3326
Friday, April 14th Austin Hall, OSU College of Business
Noon | Advise a Family Business | Austin Hall 100, Bailey Family Classroom | Sign Up for this Session
A panel of business advisors discuss how their expertise in advising privately held business owners helps firms succeed for generations. Moderated by Jared Moore, Associate Professor, Accounting.
1 P.M. | Lead a Family Business | Austin Hall 183, Stirek Auditorium | Sign Up for this Session
Executives from retail, distribution and construction discuss the challenges and rewards of leading companies started by their parents and grandparents. Moderated by Anthony Klotz, Assistant Professor, Management.
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Andrew Crouse, President, Quality Management Systems, David H. Sutherland & Co., Inc.
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Ashley Duncan, Project Manager, General Sheet Metal
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Jeff Kelly, President, Kelly's Home Center
2 P.M. | Start a Family Business | Austin Hall 183, Stirek Auditorium | Sign Up for this Session
A founder tells his story of being inspired by three generations of entrepreneurs before launching an iconic Oregon beverage company with his brother.
Family Business Day Speaker Bios
Kathleen Kee, CFP® - Partner & CEO, Confluence Wealth Management
Kathleen serves as a wealth advisor to high net worth individuals and their families, executives and retirees and specializes in complex financial situations. She oversees the range of financial planning and investment management services that Confluence provides and the professional advisors who deliver those services. In her role as CEO Kathleen is charged with setting the vision and strategic planning for Confluence. She provides leadership for the management team, heads the business development for the firm and seeks collaboration with local and national financial, legal and tax professionals.
She is a past member of the CFP Board of Professional Review, the disciplinary board of CFP licensees, past President of the Portland Estate Planning Council and currently serves on the board of the Portland Business Alliance, Randall Children’s Hospital Foundation, Marylhurst University and chairs the Foundation Board for the Friends of the Children. Kathleen earned a bachelor’s degree in Business Administration – Finance at Oregon State University, is a member of Delta Gamma sorority and serves on the OSU Finance Circle.
What early career advantage contributed to your success in business? I sought out someone in my field who I aspired to be and called him up to ask for a job. Luckily he made a place for me at the company. Additionally having worked through high school and during college breaks I developed a strong work ethic.
Elaine Harvey - Relationship Manager, KeyBank
Elaine is a Relationship Manager for Key Bank, with offices in Salem and Eugene. She has over 30 years’ experience in the banking industry, spending the majority of her career with a focus on family owned businesses and nonprofits. The majority of her work is with second and third generations. As new generations take over leadership of the family business, she guides the discussions to improve technology and processes. Elaine works primarily with in the manufacturing, hospitality and commercial real estate sectors.
Elaine volunteers for Salem Keizer Education Foundation, Marion Polk Food Share and Women Business Leaders. She is currently attending the FBI Citizens Academy.
What early career advantage contributed to your success in business? I was blessed to have mentors. My mentors were an invaluable resource as I navigated through many job titles within the banking industry early in my career before settling on business banking. Mentors challenged me to learn everything I could about whatever my current position, not be afraid to ask questions and to listen with an open mind.
Mary Dougherty - Associate, Brownstein Rask LLP
Mary L. Dougherty assists business owners with various aspects of business law, which include negotiating and documenting agreements, navigating employee and administrative matters, maintaining business registration and corporate records, and planning and implementing business succession strategies. A native Oregonian, Mary attended a one-room school in Malheur County through the third grade and is a graduate of Baker High School. Before entering private practice, Mary clerked with the Oregon Tax Court for two years.
Brownstein Rask LLP is an established Portland, Oregon law firm, with a long-standing reputation for excellence among our clients and our peers. For over forty years, our attorneys have successfully represented family businesses and owners of closely held businesses in a broad range of legal matters.
What early career advantage contributed to your success in business? An early career advantage that contributed to my success was a network of strong mentors who provided diverse perspectives about professional development and business objectives.
Jared Moore - Associate Professor of Accounting, Oregon State University College of Business
Jared Moore is an associate professor of accounting in the College of Business at Oregon State University. He joined the accounting faculty in 2006 after completing his doctoral studies in accounting at Arizona State University. He also holds B.S. (Accountancy) and Master of Taxation degrees from Arizona State University and is licensed as a certified public accountant (Arizona).
Prior to his doctoral studies, Professor Moore worked for seven years in the private sector, specializing mainly in financial accounting and business and individual taxation. Professor Moore's research has been published in high-quality peer-reviewed journals, including The Journal of the American Taxation Association and The National Tax Journal. He is a member of the American Accounting Association, the American Taxation Association, the National Tax Association, and the Oregon Society of CPAs and regularly serves on committees for the American Taxation Association.
His teaching interests are in the areas of financial accounting and taxation; and his research interests include the interaction between tax reporting and financial reporting, federal and state tax policy issues (including the interaction between taxes and corporate business decisions), and tax reporting aggressiveness and earnings management/manipulation. Professor Moore and his wife Heather have a daughter (Maya) and a son (Aran), and he enjoys music, the outdoors, movies, golf, and traveling.
Andrew Crouse - David H. Sutherland & Co., Inc
Andrew Crouse is the President of the David H. Sutherland Company and a 3rd generation family member of the business. In 2000, after receiving his Bachelors of Business Administration, he started his career in 3rd Party Supply Chain & Logistics where he worked until joining the family company in 2009 to support the company’s efforts distributing advanced adhesive & coating materials to aerospace manufacturers across the globe. He relishes the opportunity to make a positive impact in the lives of his co-workers, customers & supplier partners via his family business. Andrew lives in Portland, Oregon with his wife & four children.
What early career advantage contributed to your success in business? I think my advantage was prior to my career starting and it was my family. Both my parents placed an important emphasis on education & instilled a healthy dose of accountability, service & self-reflection in me. Due to that I always knew I was going to college to get a degree in business and that, even now, I can always get better; as a leader, husband, father, etc. In my role now I draw on those traits working with our customers to find ways we can make them reach their goals, coaching team members to make a bigger impact in their personal and professional lives or celebrating wins as a larger team with our supplier partners.
Ashley Duncan - General Sheet Metal
Ashley has spent over ten years working within the construction industry and assisting in nearly every aspect of General Sheet Metal; a commercial, industrial, HVAC & architectural sheet metal fabrication and installation company located in Clackamas, OR. Starting at an early age, she began filing paperwork in exchange for basketball cards, eventually working her way into the shop to clean, paint, and seal ductwork. Over the years, she worked her way back into the office, rewriting procedures and determining ways to increase efficiency. Upon graduating from OSU with a degree in Business Management and Business Administration, she took on the role of a Project Engineer, assisting Project Managers (PM) to run their projects and worked her way to a PM role. She is currently the only 3rd generation child working within the company, as her older sister decided to pursue a different dream in environmental education.
What early career advantage contributed to your success in business? Getting involved in the company early. I made it a point to get involved in a number of different areas inside and outside of the company, not only to see how processes interact and deepen my understanding across a range of roles, but to gain credibility with the people at the company. I joined a couple networking groups and attended industry conferences and to gain a deeper understanding of the industry and overall business.
Jeff Kelly - Kelly's Home Center
Jeff is the second generation President of Kelly’s Home Center headquartered in Salem which has now expanded to include a new business opening in Eugene. Jeff has been involved with the family company for over 40 years. Jeff graduated from Brigham Young University with a degree in accounting. He and his wife have been married for 33 years and have four children and 1 grandchild. All of Jeff’s children have participated in Kelly’s Home Center.
What early career advantage contributed to your success in business? By joining and serving in community organizations, such as Church, Rotary and the Chamber of Commerce, I have connected with various members of the community. By seeking out additional responsibility, and taking on underperforming departments or choke points in the business and progressing it, we were able to keep moving forward.
Anthony Klotz - Assistant Professor of Management, Oregon State University College of Business
Dr. Anthony C. Klotz is an Assistant Professor of Management in the College of Business at Oregon State University where he teaches classes in Organizational Behavior, HR Management, and Leadership at the undergraduate, MBA, and Ph.D. levels. Anthony received his Ph.D. in Organizational Behavior from the University of Oklahoma in May 2013.
His primary research involves studying how and why employees balance their good deeds and bad deeds at work, investigating the different ways that employees resign and the causes and effects of different resignation styles, and exploring the conditions under which team conflict benefits team performance. His research has been published in the Academy of Management Review, the Academy of Management Journal, the Journal of Applied Psychology, the Journal of Management, and the Journal of Organizational Behavior. Anthony's research has also been featured in the Harvard Business Review.
Travis Boersma - Co-Founder, Dutch Bros. Coffee
Born and raised in Grants Pass, Oregon, Travis grew up working at his family’s dairy farm. In 1992, due to changing industry policies, Travis, with his brother Dane, decided to leap into the coffee trend and began brewing in the Pacific Northwest. They started experimenting with 100 pounds of beans and a single head espresso machine. Soon they set up a pushcart by the railroad tracks and started handing out free samples to as many people as they could. By 1996, they had six locations and worked with their first franchisee in 1998.
In 2005, Travis and his family received the devastating diagnosis of Lou Gehrig’s Disease for his brother Dane. In 2009, Dane passed away and Travis found himself facing the future of the company and his life without his brother and mentor.
Today, Travis regularly calls on the wisdom imparted by Dane and follows his lead, daily, doing his best to value all the people in is life and balancing his Dutch family with his wife Jen and their four boys.
There are now over 280 locations in seven states and well over 7,000 employees. Travis finds himself not only deep in the day-to-day operations, but also working hard to maintain the culture that he and his brother both worked so hard to develop. Travis feels strongly that Dutch Bros. is a part of each community in which we serve and encourages franchisees and baristas alike to be a positive force for good. Collectively, the company gives well over two million dollars a year to local causes. Caring for people is the keystone of the Dutch Bros model.
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