Welcome

We are thrilled you are joining us for “Next Gen Education in Action,” the fifth session in the Drucker School Global Family Business Institute’s “The Drucker Difference and Your Family Business” seminar series, on Thursday, July 22.

In addition to gaining insights from our partners and guest speakers that can be immediately applied to your own family business, you will also have the opportunity to connect with other family business leaders during this interactive session.


Our Sponsor

Woody and Gayle Hunt Family Foundation
“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.


Agenda

Thursday, July 22, 2021
(All times are in PDT)

  • 8:30 a.m. Welcome by Director Dave Specht
  • 8:35 a.m. Drucker Principle by Professor Bernie Jaworski
  • 8:50 a.m. Conversation with Boryana Zamanoff and Scott Pendery
  • 9:30 a.m. Break
  • 9:40 a.m. Conversation with Peter Zarifes and Gregg Kirkpatrick
  • 10:20 a.m. Panel Discussion led by Director Dave Specht
  • 10:50 a.m. Breakout Sessions to Personalize and Apply Learnings
  • 11:15 a.m. Review Group Learnings and Final Thoughts

Join the Session


Our Speakers

Bernie Jaworski
Bernie Jaworski
Peter F. Drucker Chair in Management and the Liberal Arts
Drucker School of Management

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.

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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
Scott Pendery
Former Business Owner

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
David Specht
Director
Drucker School Global Family Business Institute

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
Boryana Zamanoff
Family Wealth Strategist
BNY Mellon

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
Peter Zarifes
Managing Director and Director of Wealth Management
Whittier Trust

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.


Technical Support

How will I be able to view and participate in the seminar?
The “Next Gen Education in Action” seminar will utilize the Zoom platform for viewing of the event. This link can be found when clicking on the “Join the Session” button above. You will be directed to a new window to open the event into a full screen format. Please make sure you click on the ‘Join Audio’ button on the bottom left corner to activate the audio from your computer or phone.

Zoom is best viewed in Google Chrome, whether you are using your laptop, desktop or iPad. Unfortunately, Safari and Internet Explorer are not compatible with Zoom. There is no need to download the app to your desktop or mobile device; however, if you have already done this, be sure that you have the most up-to-date version of the platform. Check out https://zoom.us/download to ensure you have the latest updates so that you can have the best possible experience at our virtual event.

Will I be able to ask the event speakers any questions following their respective presentations?
We believe the best engagement comes directly from you––our guests. We invite you to place any questions you have for any of our presenter or staff members in the chat window in Zoom. The questions will be addressed as there is available time.

Need technical assistance?
If you are in need of technical support with Zoom or viewing the event, please connect with our event partners at The Event Company who can provide assistance. Their tech team can be reached at 712-230-0028 or natalie@theeventcompanysd.com. All calls and emails are answered in the order received. If all lines are busy, please leave a voicemail message and someone will be in touch with you as soon as they can.


Future Sessions

As “The Drucker Difference and Your Family Business” seminar series continues, we will focus on unique challenges in family business, including:

  • managing transitions between generations
  • balancing tradition with innovation
  • sustainability
  • making contributions to society
  • managing wealth, governance, and people

Here’s a look at what’s to come (date and speakers TBD):

  • September 2021 – More details coming soon

Thank you to our Partners and Members

American Business Bank

BNY Mellon

TCS

WTC Investment

Windes

Benrich

Cutting Edge Supply

Downs Energy

Hydraflow

ITR Economics

Lippow Development

Lewis Group of Companies

Lundberg Family Farms

Ogura Family

Patton's Steel

Renken Company

Scheu Management Company

Welty Automation

Woodmax Company


Membership

A family membership with the Drucker School Global Family Business Institute unlocks a variety of benefits for you and the family members you work with.

Become a Member or Partner