FAMILY BUSINESS CONFERENCE
THURSDAY, NOVEMBER 11
10 a.m. – 6 p.m.
On Nov. 11, the University of Northern Iowa will host the first-ever Family Business Conference sponsored by BrownWinick Law Firm. Hosted at the EFCO family's headquarters in Des Moines, this one-day event is designed to connect, educate and provide helpful resources to Iowa family businesses.
FEATURING KEYNOTE SPEAKER CRAIG CULVER
Craig Culver and the restaurant chain bearing his last name are truly a Wisconsin success story now spanning across 24 states. But, it wasn’t always that way. Hear Craig as he talks about the early years when too few cars were in the parking lot and there were too many doubts as to whether the little restaurant was going to survive the tough competitive landscape. Through faith, unwavering determination and a can-do attitude, Culver’s single restaurant turned into a growing franchise. In fact, today, there are over 800 locations. Join the conversation with Craig as he shares Culver’s recipes for success, the home runs they hit over the years and the obstacles that had to be overcome.
9:15 – 10 a.m. | Registration
10 a.m. | Welcome
UNI Family Business Center team
10:10 a.m. | Morning keynote: The Balance Between Family and Business
Tom Hubler, president of Hubler for Business Families, Inc.
10:45 – 11 a.m. | Break
11 a.m. – noon | Breakout session
Breakout 1: Next Generation Panel with Jonny Bosworth, Megan Weiler Green and Heidi Vermeer-Quist
Breakout 2: Succession From Two Points Of View with Adam Grubb and Shea Kelly
Noon – 1 p.m. | Lunch and keynote: Culver's Family Business Success Story
Craig Culver, Culver's co-founder and chairman of the board
1 –1:15 p.m. | Break
1:15 – 2:15 p.m. | Breakout session
Breakout 1: Legacy Group Learns Through Experience with Craig Culver and Mary Andringa
Breakout 2: TBA
2:15 – 2:45 p.m. | Break
2:45 – 3:45 p.m. | Breakout session
Breakout 1: Appreciative Inquiry—A Family Business Approach to Open Conversations with Tom Hubler
Breakout 2: Bringing On a New Advisory Board Member with Mark Hanwalt
3:45 p.m. | Cocktails and networking, closing remarks, and optional tour of EFCO facilities Sponsored by Doll Distributing
EFCO family and UNI Family Business Center team
Members: $75 per attendee
Non-members: $175 per attendee
*Please note that each member of the UNI Family Business Program will receive two complimentary tickets. Ticket costs are applicable to any attendees in addition to these two complimentary tickets.
If you have questions, please contact Jayne Kielman at firstname.lastname@example.org or 319-559-0050.
Confirm your Iowa Family Business 2021-2022 Membership and receive two complimentary tickets!
In schedule order
Morning keynote address
Tom is CEO and founder of Hubler for Business Families, Inc. In 1980, when Tom began his career as a family business consultant, he was one of the few professionals addressing family-owned business needs in the United States. Since then, he has played a major role in shaping the family business consultant field, from helping colleges establish family business institutes to working directly as family business consultant for hundreds of clients. Today, Tom continues his long-standing dedication to helping families of wealth and family-owned businesses succeed. He helps families develop a shared vision for the family and for the business; identify individual talents; tackle any unspoken issues; and create individual and organizational strategies to ensure a personally and financially rewarding business. In addition, Tom assists families of wealth with the creation of a wealth preparation plan that ensures family values continue to emphasize a family culture of gratitude, philanthropy and purposeful living. His book, "The Soul of Family Business: A Practical Guide to Family Business Success and a Loving Family" is available to purchase online. Order today and bring it to the conference where Tom can sign your copy. (Hubler for Business Families, Inc.)
Jonny a commercial real estate manager with R&R Real Estate Advisors in West Des Moines. After graduating with a bachelor’s degree in finance from Iowa State University in 2011, Jonny began his career as a consultant in the insurance industry. He spent three years in that field and then made the switch to his first love, real estate. He had been exposed to the real estate industry through his family’s company and wanted to look for opportunities there. Working for Keller Williams in the Des Moines market, Jonny helped a wide variety of people find their dream home. His track record of success reinforced his passion for real estate development and management. Then the commercial real estate world came calling. He brought his experience in insurance consulting and real estate sales to his family firm as the first third-generation employee. Jonny started as a commercial broker in the firm, working to grow the portfolio of R&R’s commercial tenants. He had great success early on and was named the “Rising Star” broker of the year for R&R in 2018. Today Jonny represents R&R Realty Group’s multimillion-square-foot real estate portfolio. He leases across the commercial real estate portfolio of office, warehouse and retail properties and maintains a network of clients he represents in Central Iowa. In 2021, Jonny was named NextGen to Watch by Family Business Magazine. (Family Business Magazine)
Megan Weiler Green
Megan is counsel, engineering manager and president of the Weiler Foundation at Weiler, Inc. in Knoxville, IA. Green is also Counsel for Weiler Forestry, Inc. in LaGrange, GA. Green is a graduate of Iowa State University (B.S., Finance) and the University of Iowa College of Law (Juris Doctorate). Green worked for 9 years as in-house counsel for State Farm Insurance Companies in Bloomington, IL, counseling clients in multiple states on legislative, regulatory, public policy, banking, litigation and public policy issues. In 2017, Green and her family moved back to her home state of Iowa. Her family’s manufacturing business was growing rapidly and needed dedicated counsel. Green’s work experience and passion for the family business made the move a natural fit. Green joined as Counsel and Procurement Manager. She transitioned from Procurement to Engineering in 2019 and now manages the engineering, service, product safety and technical publications groups. Green led Weiler through a major acquisition as they closed on the purchase of Caterpillar’s purpose-built forestry business in the fall of 2019. Green is a member of the company’s senior leadership team and is President of the Weiler Foundation for charitable giving. (Family Business Magazine)
Dr. Heidi Vermeer-Quist is a licensed clinical psychologist, family business consultant, and third generation shareholder of Vermeer Corporation, a privately held family-owned business based on Iowa. At Vermeer Corporation, Heidi developed and facilitated the Ownership Council as well as various family business governance best practices. She served on the Board of Directors at Vermeer from 2014 to 2017, completing a full term as a shareholder director, and she continues to work closely with leaders of the Vermeer family and business to ensure healthy communication, alignment of goals and growth of all persons involved. Heidi and her husband, Chad, co-own and direct VQ Consult, their family business consulting practice, and also Heartland Christian Counseling, an outpatient mental health clinic serving the Des Moines area. In 2020, Heidi and Chad launched the “Next Gen in Family Business for Central Iowa” program, which offers large group gatherings at various family businesses and also Peer Advisory Groups. In her clinical practice, Heidi continues to provide psychological treatment to people struggling with a variety of mental health and relational problems, and she offers regular trainings and supervision to her clinical staff. Heidi actively teaches a variety of classes that incorporate stress management skills, positive psychology, resiliency, and effective communication. She is writing a series of books, Gardening Your Life, which provide practical applications of best practices in the field of psychology integrated with Christian faith. Heidi received her Bachelors degrees in Psychology and Music from Calvin College and her Doctorate in Clinical Psychology from Wheaton College. She resides in Urbandale with Chad and their three children. (Advance Iowa)
Adam is president of Jerry’s Homes and co-owner of Realty One Group Impact. Adam was born into the industry and is a third-generation home builder and developer. He started to see the real estate industry in high school by sweeping up homes for his family. In 2003 Adam became a licensed realtor and quickly became one of the top selling realtors in Iowa with over 130 sales per year going into the Great Recession. He continued selling while also helping with the family's business, Jerry's Homes, in building and development, which is Iowa's most established and largest Des Moines home builder. So far in Adam's career he has built over 2500 homes and sold over $500 million in real estate. Adam has a huge passion to help make an impact for the people on his team his customers and his community. He is deeply involved in the community as President of his Local HBA. Adam channels creativity into his podcast, “What’s Up Grubb?," which helps him document his thoughts and life for his kids and grandkids. On the show, he talks with people on how they live well with vulnerability and empower others to do the same. (Business Record and Jerry's Homes)
Shea Kelly is president and chief executive officer of Circle Computer Resources (CCR). He is the son of founder Mike Kelly and has been officially with CCR since 2000. His job is to make sure that everyone is rowing in the same direction. “Many organizations reach a point where they get stuck and stagnate. My responsibility is to challenge my team to break through that and continue to grow.” Shea’s education comes in the form of a lifetime of experience with most of it at CCR, though he pursued a degree in programming to further aid business growth. He most values the phenomenal teamwork at CCR. “It’s all about the people. I love coming to work.” This is echoed in the most important lesson he’s learned over the course of his career: Success is not in ideas; it’s in execution, and it stems from people. As a leader, he facilitates greatness by ensuring teams continually grow together to get better at what they do. When it comes to technology, Shea finds it fascinating how technology can both improve and detract value from the world. Tech affects society and our ability to interact with each other both positively and negatively. That’s why technology services are so important. It’s a responsibility to make sure that technology adds value to the world. If given an entire day to himself, Shea would wake up early on a tropical island. He would eat fresh food at a new restaurant for each meal, read a spy book, go golfing, take a quick nap, and then hit the water to Jet Ski and deep-sea fish. To wrap up the day, he would catch a late movie, winding down for bed around midnight.
Lunch keynote address
Craig’s passion for the business started over 50 years ago when his parents bought their first restaurant. Modeling his mom and dad’s command of the kitchen and gracious, Midwestern hospitality, Craig grew up serving guests and learning firsthand about delicious, cooked-to-order food. In 1984 came an idea for a restaurant no one could resist. Craig and his family opened the very first Culver’s featuring ButterBurgers and Fresh Frozen Custard in their hometown of Sauk City, Wisconsin. Then, in 1987, the franchising arm, Culver Franchising System, Inc., was established. Shaped after the Culver family’s team approach around hospitality and great food, the first successful franchise was opened in Baraboo, Wisconsin in 1990. Today, there are over 600 Culver’s restaurants in 24 states. As much as the business is about food, Craig will tell anyone who asks that Culver’s is actually a “people place.” This business philosophy fuels the way Craig coaches team members in the restaurant and beyond to always do what’s right for guests, ensuring that they leave the restaurant happy every single time. Craig is also active in a variety of organizations. He is a member of the National & Wisconsin Restaurant Associations. He is also a board member of the University of Wisconsin Oshkosh Foundation, the Bank of Prairie du Sac and Kwik Trip. (Culver's)
Mary is chair emeritus at Vermeer Corporation. She is passionate ambassador for manufacturing, continuous improvement and global trade. Mary is one of 18 private sector members of President Obama’s Export Council, representing manufacturing on important trade matters and served two-year term as chair of the National Association of Manufacturers (NAM), the nation’s largest manufacturing association, leading efforts to promote a stronger manufacturing industry. She is a past member of the Export-Import Bank Advisory Committee and was inducted into IndustryWeek’s Manufacturing Hall of Fame. Mary was named 2020 Women of Influence Honoree by Business Record.
Mark is president and chairman of the board of directors at United Equipment Accessories, Inc (UEA). His primary function is visionary for the company’s future. UEA was one of Iowa’s Top 100 Employers in 2012 and the Cedar Valley Alliance’s Business of the year in 2015. Mark served as chairperson of the Iowa Association of Business and Industry from 2014–2015 and currently sits on the board of ABI as a past chair. As ABI Chair he focused the organization from strictly a state only organization to interaction on the national level as well. This was symbolized by the change in the organization’s logo to more of a global perspective. He was also instrumental in the passage of a 10 cent per gallon state gas tax increase to vastly improve Iowa’s road infrastructure system. Mark graduated from Cornell College in 1974 with degrees in economics, business and music. He is a lifelong resident of Waverly. He and his wife, Barbara, have four sons, one of which is continuing in the third generation of family management of United Equipment Accessories, Inc. along with all son’s involvement.
Special thanks to our hosts, Economy Forms Company (EFCO)
Economy Forms Company was incorporated in 1936. An engineer by trade with an entrepreneurial gift, W.A. surrounded himself with others who carried the same passion for engineered solutions. During the 1950’s, this powerhouse team recruited W.A.’s three sons, Ralph, Al, and Don to bring their talents to the business. During the 1960’s, Ralph entered sales and set the stage for EFCO’s growth with a contract to provide special formwork for 1200 Minuteman Missile Silos that would dot the Midwest and Great Plaines. Al led manufacturing and the fabrication of those special forms for Peter Kiewit’s silo project. Don Jennings cut his teeth in in the family business working on one of the Minuteman Missile sites his older brothers sold and manufactured. The success of the Minute Man Silo project led to the design and development of the EFCO PLATE GIRDER, EFCO’s flagship concrete forming panel; Ralph Jennings is credited with the patent. The PLATE GIRDER panel blazed a trail of opportunity for EFCO to develop the civil market as it exists today in North America. Through the decades, the EFCO team evolved into what it is today, now led by fourth generation great grandson, Scott Walter. Scott’s philosophy is simple: stick to the basics, employ the best, treat the customer fair, and remember where we came from.
EFCO specializes in manufacturing, designing, engineering, drafting, shipping, and providing support for construction projects all over the globe. Their team’s passion lies in providing best-in-class service to those responsible for the construction of our world’s concrete structures enhancing the value of those structures for the benefit of society by supplying them with safe, productive, timely, high-quality, cost-efficient concrete formwork and shoring solutions to provide what we call the Lowest In-Place Concrete Costs (LIPCC).
EFCO is the generous family business hosting the first UNI Family Business Conference. Learn more about EFCO at www.efcoforms.com.