Next Gen Education in Action - The Drucker School Global Family Business Institute

Welcome

The fifth session in “The Drucker Difference and Your Family Business” seminar series focused on key factors that lead to a prepared and educated rising generation. Peter F. Drucker Chair and Professor of Management Bernard Jaworski set the stage with a presentation on the Drucker principle of managing across multiple time periods. Representatives from Drucker School Global Family Business Institute partners BNY Mellon and Whittier Trust facilitated conversations with family business leaders about their experiences in leading change and passing values down to the next generation.

Our Sponsor

“The Drucker Difference and Your Family Business” seminar series is sponsored by the Woody and Gayle Hunt Family Foundation. Thanks to the support from Foundation Chairman and Drucker School alumnus Woody L. Hunt (MA, Executive Management, ’89), the Drucker School Global Family Business Institute is empowered to further its mission to provide specialized support and resources for those leading family-owned and family-run businesses through this six-session interactive education series. Read more about how the Foundation’s generous grant is making an impact here.

Watch the Session

Our Speakers

Bernie Jaworski is the Drucker Chair in Management and the Liberal Arts, which is named in honor of Peter Drucker, the founder of modern management and the namesake of the Drucker School. The professorship is awarded to an internationally recognized scholar who carries on the Drucker legacy of tempering sound business practices with a commitment to social responsibility.

Gregg Kirkpatrick has closed over $4.5 billion of sale and lease transactions as a top producing commercial real estate broker with CBRE, the largest real estate services firms in the world. Kirkpatrick has lead numerous, high profile marketing assignments, investment sales and represented many of the Fortune 500 through CBRE’s Corporate Services Group.

Scott Pendery led a second generation family chemical blending and packaging company through a private equity transaction and a sale to a strategic buyer, who then took the company public. Pendery will share his experience with family business growth and sale, his current real estate endeavors and simultaneous efforts to mentor and educate the next generation.

David Specht comes to the Drucker School Global Family Business Institute with a personal mission to “preserve families and perpetuate businesses” after spending nearly five years developing the Family Dynamics Program at Wells Fargo Private Bank. Prior to that he founded Advising Generations, a family business consulting firm and served on the faculty at the University of Nebraska and established their family business program. Specht is a two time author. His latest book is called, “The Family Business Whisperer.”

Boryana Zamanoff is a Family Wealth Strategist at BNY Mellon where she works with clients and their advisors to provide comprehensive wealth planning advice. Upon joining the firm, Zamanoff served as the Senior Fiduciary Officer in California for four years and has extensive experience in trust construction, trust administration and multigenerational families. In addition, Zamanoff specializes in wealth transfer, business succession, divorce planning, philanthropy, family governance and next generation education.

Peter Zarifes is the Managing Director and Director of Wealth Management in the South Pasadena office of Whittier Trust. He is also a member of the Whittier Trust Board of Directors of California. Zarifes is responsible for the strategic development and implementation of the firm’s wealth management platform. He is a frequent public speaker on the topic of wealth management for attorneys, business owners and CPAs and a contributing author to several national publications. Zarifes has more than 25 years of experience working with high net worth individuals and families.