Next Generation Institute

“The preparation we received at NGI alerted us early to the issues we would face and provided solutions that helped make our succession planning far easier.”     
    - Michael LaRosa, CEO, LaRosa's Inc.

This highly interactive, eight-session forum helps current and successive generations of family business ownership learn invaluable lessons on how to successfuly transition their roles.  Side-by-side, with the support of expert facilitators, multiple members of each generation can share and learn:

  • How to create a mutual vision for your family business
  • The 8 steps of a seamless transition to new leadership and/or ownership
  • How a network of advisors or directors can be invaluable
  • Ways to value your business and finance the ownership transaction
  • How to optimize the legal and tax issues that affect transition
  • Strategies and techniques to build trust with family, employees, and customers
  • The emotional aspects of transition, and how to prepare for them

Download Next Generation Institute Brochure

 “What we learned through the Next Generation Institute was critical to our successful transition to the fourth generation.” 
    -Bob Graeter, Vice President, Graeter's, Inc

 

 

 

 


Our Vision

 

To help prepare both generations for - and to help you jointly begin - the path to new leadership.  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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Program Components

    • Monthly, half day interactive presenttions with area experts on the keys to accomplish the 8 steps to a successful transition
    • Roundtable discussions with your owners/leaders or successor generation peers
    • A university certificate program.
    • Multiple members of each generation may enroll.  (A minimum of one G1 and one G2 is required.)

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Topic Calendar

        Month   Activity/Topic

    1. Foundation of A Successful Transition
    2. Forming the Team
    3. Goals, Expectations, and Contingency Planning
    4. Strategic Planning and Management
    5. Valuation and Financing Options
    6. Optimizing legal and tax structures
    7. Communicating the Plan to all Constituents
    8. Developing a Plan of Action

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Tuition

For one G1 and one G2, tuition is $5000.  Tuition for additional participants is $2,000 each.  A 50% deposit is due with application make payable to The Goering Center. Center members receive a 10% discount.

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Program Corporate Partners:

                                                              

 


Registration

 

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Meeting Location

Workshop programs will be conducted at the College of Business, Lindner Hall, University of Cincinnati.

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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.

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
Mike Grote, Grote Industries
Robin Harris, J. W. Harris
Phil Huff, CIP International
Craig Johnson, Johnson Nash Metal
James Jurgensen, II, John R. Jurgensen Howard Kaplan, Kaplan Litwin Kaplan
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, 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

Class of 2007
Anu Bansal, Bansal Construction, Inc.
Todd Beamer, Beamer Bros. Trucking
Phil Conklin, R. W. Conklin Steel Supply
Phil Faessler, Progress Supply, Inc.
Corey Farrens, Vermeer of Southern Oh
Stephen Farrens, Vermeer of Southern Oh
Matt Frey, Donald R. Frey & Co., Inc.
Nick Fucito, Tom Fucito, Inc. (LaRosa's)
Gary Hehemann, Midwestern Plumbing
Todd Hosea, Hosea Project Movers
Will Housh, Monroe Mechanical
Chase Kohn, Glendale Place Care Center
Melissa Macejko, Weld Plus, Inc.
Randy Maxwell, Maxwell Construction
Mike Sipple, Jr., Centennial, Inc.
Dennis Smith, Paper Products Co.
Christopher Wilson, Midwestern Plumbing

Class of 2008
Bill Clippard, Clippard Inst.
Deborah Ray-Clippard, Clippard Inst.
Jennifer Clippard, Clippard Instrument
Rob Clippard, Clippard Instrument
Dan Denier, Denier Electric Co., Inc.
Katie Denier, Denier Electric Co., Inc.
Megan deSola, Viox & Viox, Inc.
Ernie Doering, Clippard Instrument
Amy Dryer, Clippard Instrument
Paul Hayes, Able Tool Corp.
Kurt Holliday, Spectrum Computer Prod.
Susan Denier Laumann, Denier Electric
Eddie Meiners, E.G. Meiners (LaRosas)
Sara Pressler, Able Tool Corp.
Christy Riegler, Len Riegler Blacktop
Michael Riegler, Len Riegler Blacktop
RJ Riegler, Len Riegler Blacktop
Ryan Riegler, Len Riegler Blacktop
Paul Rizzo, Rizzo Brothers, Inc.
Doug Sehlhorst, Sehlhorst Equipment Serv
Rick Setzer, CTS Construction, Inc.
Rob Steiner, High Tech Signs
Dustin Ward, Blue Chip Marketing
Jennifer Wilz, Sur-Seal Gasket & Pkg.
Marty Wilz, Sur-Seal Gasket & Pkg.
Mick Wilz, Sur-Seal Gasket & Pkg.
Cathy Zimmer, Zimmer Chrysler Jeep
John Zimmer, Zimmer Chrysler Jeep
Rich Zimmer, Zimmer Chrysler Jeep

Class of 2009

Chris Altman, Hensley Industries (G2)
Burke Byer, Frederick Steel (G2)
Denny Denier, Denier Electric (G1)
Steve Denier, Denier Electric (G2)
James Gibbs, Gibbs Associates, LLC (G1)
Jonathan Gibbs, Gibbs Associates, LLC  (G2)
Aaron Hansen, Hi-Lo Climbers (G2)
Lew Hansen, Hi-Lo Climbers (G1)
Linda Hensley, Hensley Industries (G1)
Chris Inderhees, LaRosa's, Inc. (G2)
Keith Inderhees, LaRosa's, Inc. (G2)
Scott Inderhees, LaRosa's, Inc. (G1)
Chris Kurtz, Champion Cleaning Specialist (G2)
Dolores Kurtz, Chamption Cleaning Specialist (G1)
Kevin Kurtz, Chamption Cleaning Specialist (G1)
Pat Kurtz, Champion Cleaning Specialist (G2)
Charlie Neffle, All Occasions Event Rental (G1)
John Ritter, Coating Systems, Inc. (G2)
Bud Roudebush, Rolling Acres MHP Inc. (G1)
Meg Roudebush, Rolling Acres MHP Inc. (G2)
Alan Schmidt, Jr., Schmidt Builders, Inc. (G1)
Alan Schmidt, Sr., Schmidt Builders, Inc. (G2)
Judy Schmidt, Schmidt Builders, Inc. (G1)
Elizabeth Wilson, All Occasions Event Rental (G2)
Tommy Wilson, All Occasions Event Rental (G2)

 

 

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