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Governance


The FERC Board of Directors is responsible for the strategic direction of the organization, including selection of the location of the conference and approval of conference hosts, themes, publication partnerships, alliances with other organizations, and other significant decisions. The FERC Board consists of hosts of past and future conferences. The Board is responsible for the strategic direction of the organization, including selection of the location of the conference and approval of conference hosts, themes, publication partnerships, alliances with other organizations, and other significant decisions.

Frank Hoy (co-President & 2007 Co-host) Worcester Polytechnic Institute
Allison Pearson (co-President & 2009 Co-Host) Mississippi State University
Mark Green (Co-Founder, 2005 co-host) Family Business Consulting Group
Pramodita Sharma (Co-Founder & 2005, 2006, 2010, 2012 co-host) JMSB, Concordia University and Babson College
Rich Simmonds (FERC, Sponsor 2006-2009) Simmonds Associates LLC
Michael Stalker (FERC Sponsor, 2010, 2011) MCS Financial Advisors
Mauricio E. Alvarez (2007, 2010 Co-host) Universidad de Monterrey
Alex Stewart (2008 Host) Marquette University
Reg Litz (2009 Co-host) University of Manitoba
Alan Carsrud (2010 Co-host) Ryerson University, Canada
Antonio Morfin-Maciel (2010 Co-host) University of Anahuac, Mexico
Jaideep Motwani (2011 Co-host) Grand Valley State University
Paul Mudde (2011 Co-host) Grand Valley State University
Tom Schwarz (2011 Co-host) California State University, Fullerton
Ritch Sorenson (2011 Co-host) University of St. Thomas
Michael Carney (2012 Co-host) JMSB, Concordia University
Luis Cisneros (2012 Co-host) HEC Montreal
Marylène Gagné (2012 Co-host)
JMSB, Concordia University



FRANK HOY (President & 2007 Co-host)

Frank Hoy

Frank Hoy is the Paul Beswick Professor of Entrepreneurship and Director of the Collaborative for Entrepreneurship & Innovation at Worcester Polytechnic Institute.  He received his Ph.D. in Management from Texas A&M University.  From 1991 to 2001, Dr. Hoy served as dean of the College of Business Administration at UTEP, where he launched UTEP’s Centers for Entrepreneurial Development, Advancement, Research and Support.  Prior to that appointment, he was at Georgia State University as the Carl R. Zwerner Professor of Family-Owned Businesses.  

Dr. Hoy’s research concentrations are family business, franchising and technology entrepreneurship.  He is a past editor of Entrepreneurship Theory and Practice, and was editor for Latin America for the Journal of World Business.  His most recent book is Entrepreneurial Family Firms, co-authored by Professor Pramodita Sharma.  Hoy is a Fellow of the Family Firm Institute, the International Council for Small Business and the International Family Enterprise Research Academy.
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ALLISON PEARSON (Vice President & 2009 Co-host)

Allison Pearson

Allison Pearson is the W.L. Giles Distinguished Professor and Professor of Management at Mississippi State University, Starkville, Mississippi. Allison received her PhD in organizational behavior from Auburn University in 1993. She utilizes her background in organizational behavior to research family firms, primarily focusing on the family firm from a team perspective. Her work on family firms has been published in Entrepreneurship Theory & Practice, Journal of Business Venturing, Journal of Business Research, and Family Business Review. Allison serves on the editorial board of Entrepreneurship Theory and Practice, Family Business Review, International Small Business Management, and Journal of Family Business Strategy. She is a founding fellow of the Center for Family Enterprise Research at Mississippi State University.

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MARK GREEN (Co-founder & 2005 co-host)

Mark Green

Mark Green is a co-founder of the Family Enterprise Research Conference (with Pramodita Sharma). He hosted the inaugural FERC in Portland, Oregon, in 2005.

Mark is an associate of The Family Business Consulting Group, Inc. ® He is the former director of the Austin Family Business Program and the founding director of the Austin Entrepreneurship Program at the College of Business at Oregon State University.

Mark is an active educator, speaker, researcher and advisor on succession, governance, entrepreneurship and professionalization of the family business. He consults and leads academic courses, executive education programs, workshops and seminars for family businesses and professionals who work in family enterprises. He is regularly quoted by the news media, including The Wall Street Journal, The Oregonian, and The Denver Post, regarding issues of relevance to family businesses.

Mark graduated from Cal Poly Pomona (B.S. Business Administration), the Atkinson Graduate School of Management at Willamette University (MBA), and the Claremont Graduate School (M.A. Political Economy and Ph.D. Economics and Political Science). He served as chair of the Educator and Research Conference for Family Firm Institute in 2005.

Mark learned first-hand about the challenges of running a family business, including the critical importance of issues such as succession planning, strategic planning and healthy family business relations.

Currently, he sits on the boards of a number of family businesses and non-profit organizations. He lives in Salem, Oregon with his wife Karen and their daughter.

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PRAMODITA SHARMA (Co-founder & 2005, 2006, 2010, 2012 co-host)

Pramodita Sharma

Pramodita Sharma is the co-founder of FERC. She is the CIBC Distinguished Professor of Family Business at the John Molson School of Business, Concordia University. She serves as the editor of Family Business Review – the only SSCI listed journal on family business studies. Pramodita is a visiting scholar at Babson College, where she serves as the Global Director for the Successful Trans-generational Entrepreneurship Practices (STEP).

Her research on the succession processes, governance, and dynamics underlying family firms has been honored with several international awards including the NFIB Best Dissertation award from the Entrepreneurship division of the Academy of Management. Supported by various private and government agencies, this research is well received both in academic and practitioner outlets. She is amongst the most frequently cited scholars in family business studies. In addition to two co-authored books and several book chapters, she has published over twenty five scholarly articles on family business studies. Her most recent co-authored (w. Frank Hoy) book on Entrepreneurial Family Firms is currently being used in family business courses around the world and also being translated into Mandarin and Greek.

Sharma is active in leadership and advisory roles in a number of professional associations. She is a Fellow of the Family Firm Institute, and has served in several roles in the Entrepreneurship Division of the Academy of Management. Sharma maintains close links with the business community. She is a frequent speaker at gatherings of family business leaders around the world. This interaction enables her to share insights from evidence based research with practitioners while ensuring that her research remains focused on issues of significant importance to the family business community.
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RICH SIMMONDS (FERC, Awards Sponsor 2006-2009)

Rich Simmonds

Rich Simmonds is managing partner of Simmonds Associates LLC, a Seattle-based family business consulting firm.   Mr. Simmonds assists university family business centers with coordinating, strategizing and hosting events for business owners and their families.  He also advises families on potential solutions to the inherent challenges they face as a family business.  Mr. Simmonds’ years of experience also position him to encourage and promote further research and education involving family businesses.


Simmonds co-founded Tyee Asset Strategies in 1995, serving as the company’s chairman until it merged with Laird Norton Trust Company in 2004.  This newly formed company, Laird Norton Tyee, majority owned by the 7th generation Laird, Norton and Clapp families, offers wealth management services to family business owners and their families as well as to individual investors.  Before co-founding Tyee, Mr. Simmonds was President of Sheppard, Simmonds and VanHousen, a wealth management company acquired by U.S. Bancorp in 1988.

Mr. Simmonds earned marketing and finance degrees from Central Washington University. He serves on the boards of the University of Washington’s Autism Center and Junior Achievement of Washington.
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MICHAEL STALKER (FERC, Awards Sponsor 2010, 2011)

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Michael Stalker is the founder of MCS Financial Advisors ([ http://www.mcsfa.com/ ]www.mcsfa.com) and is the firm’s portfolio manager and senior adviser. He offers consulting on wealth management and risk assessment that encompasses investment portfolio assets, family business and human capital. He was ranked among the top “Low Risk” investment managers by Money Manager Verified Ratings. The results were featured in Barron's and Medical Economics magazine. He has earned Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations as well as certificates in Family Business Advising and Family Wealth Advising from the Family Firm Institute. Michael has testified as a standard of care expert in securities litigation and serves on the board of the Austin Family Business Program at Oregon State University. He has been quoted in such publications as Barron's, the Wall Street Journal, Orange County Register, Los Angeles Times, Chicago Tribune, Investment News and The Oregonian.
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MAURICIO E. ALVAREZ (2007 and 2010 Co-host)

Mauricio E. Alvarez

Mauricio is the Director of the Family Business Center at the Universidad de Monterrey, Mexico. He has been a featured speaker in Mexico, the United States and South America. He has written and published articles on family business topics and conducted numerous research projects in Mexico.

Mauricio served as a member of the Board of Directors of the Family Firm Institute from 2004 to 2007. Before joining UDEM in 2001, he served as Chief Financial Officer of various family owned businesses in Mexico.
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Alex Stewart (2008  Host)

Alex Stewart

Alex Stewart joined Marquette University in 2000, after ten years as a member of the faculty of Texas Tech University. At Marquette, he serves as the Coleman Foundation Chair and co-director of the Kohler Center for Entrepreneurship at the College of Business. He is co-convener of the Organization Science Winter Conference and is a former chair of the Entrepreneurship Division of the Academy of Management, the major association of Management scholars. He also serves on the editorial boards of Organization Science and Organizational Research Methods.

Trained in Social Anthropology and Entrepreneurship, he has developed expertise in organizational entrepreneurship (reflected in his book Team Entrepreneurship) and in the use of anthropological methods and theories (reflected in his book The Ethnographer’s Method). Recently, he has worked to bring anthropological expertise to a pioneering group of academics working to develop a scholarly basis for family business studies.
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REG LITZ (2009 Co-host)

Reg LitzReg Litz is Professor of Entrepreneurial Studies at the I.H. Asper School of Business at the University of Manitoba, Canada. His research focuses on entrepreneurship and specifically on new, small and family businesses. He received his Ph.D. in strategic planning and policy from the University of Pittsburgh in 1997. His family business research centers on conceptualizing the family business and its stakeholders, intergenerational creativity and the dilemma of inherited un-ethicality.

His work has been published in several leading sources of entrepreneurial and family firm research, including Entrepreneurship Theory & Practice, Journal of Business Venturing, Journal of Small Business Management, and Family Business Review. He teaches in new, small, and family businesses and has received several awards at both the university and faculty levels.


ALAN CARSRUD (2010 Co-host)

Alan Carsrud

Alan L. Carsrud, Ph.D. holds the Loretta Rogers Chair in Entrepreneurship Research and is Professor of Entrepreneurship & Strategy in the Ted Rogers School of Management at Ryerson University in Toronto, Canada. He is also Docent at Abo Akademi University in Turku, Finland. He was formally Professor and founding Executive Director of the Eugenio Pino & Family Global Entrepreneurship Center at Florida International University. Prior to that, he was Senior Lecturer and Academic Coordinator of the Price Center at the Anderson School at UCLA and Senior Lecturer in Electrical Engineering at UCLA. He founded the UCLA Venture Development and Global Access Programs, which help create new, technology-based ventures in Australia, Chile, Finland, France, Italy, Mexico and the United States. In addition, he created the Family and Closely-Held Business Program at UCLA. 

He was on the start-up team at People Express Airlines and served as Founding Director of CytoSignal, a biotech firm in Irvine, California. He was on the Board of Stonefield Josephson, Accountants (Santa Monica), HUB Capital Ltd. (Brisbane, QLD), and Andean Mining Technologies (Santiago, Chile). He is currently on the Board of Directors of United Enterprise Fund (UEF) in New York City. Professor Carsrud directed the graduate entrepreneurship programs at the University of Texas at Austin and the University of Southern California. He taught at Pepperdine University, Nangang Technological University in Singapore, Anahuac University (Mexico City), and the Australian Graduate School of Management in Sydney. He co-hosted the 2007 annual meeting of the Family Firm Institute. Additionally, Professor Carsrud served as Vice-President for both the International Council for Small Business and the United States Association for Small Business and Entrepreneurship and was on the Board of Directors of the Family Firm Institute. Dr. Carsrud was Founding Associate Editor of Entrepreneurship and Regional Development and was on the editorial board of Family Business Review, Entrepreneurship: Theory and Practice, and the Journal of Small Business Management.
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PAT COLE (2010 Co-host)

Pat Cole

Patricia M. Cole, Ph.D. is Associate Professor of Family Therapy and Family Business and Founding Director of the Institute for Family Business at Nova Southeastern University. She currently heads the Family Business Resource Center at the university. Her work in family business includes teaching, presenting, consulting, writing and research. Her research on women and family relationships in family businesses has been published in family business and family therapy journals. Her current research and writing involves “co-preneurs”, both married and divorced.

In 2001, Dr. Cole was awarded Fellow status in Family Business Advising from the Family Firm Institute and is the Chair of the FFI Academic Awards Committee. She was raised in a family business that was sold in its112th year of operations and is currently involved in a family enterprise with her brother and sister.
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ANTONIO MORFIN-MACIEL (2010 Co-host)

Antonio Morfin-Marciel

Antonio Morfín is Director of Graduate Programs at the Business and Economics School at Universidad Anahuac, in Mexico.

Antonio spent twenty years working for the government of Mexico, half of them in charge of strategic projects for the Secretary of Education. At Anahuac, he has been involved in the design of the Entrepreneurship Diploma, available to every undergraduate student at Anahuac, as well as in the creation and operation of business plan contests and a business incubator. He teaches economics for strategy to MBA students and business managers.

Antonio is an economist from Anahuac and holds a Master in Public Policy from Harvard.
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JAIDEEP MOTWANI (2011 Co-host)

Jaideep Motwani

Dr. Jaideep Motwani is Chair and Professor of Management at the Seidman College of Business, Grand Valley State University since 2000. He is also the E. Seidman Endowed Chair of Management.  Since completing his Ph.D. in 1990, Jaideep has co-authored several books including an 11 volume compendium on ‘Culturally-Sensitive Models of Family Businesses Across the Globe.’ He has published more than 170 articles in prestigious journals such as Operations Research, IEEE Transactions of Engineering Management, European Journal of Operations Management, International Journal of Production Research, Omega, Business Horizons, Journal of Operational Research Society, and Journal of Small Business Management, among others.  In 2004, Dr. Motwani was ranked among the Top 1% Researcher in the field of Technology Management by the International Association of Management of Technology (IAMOT). He appears in several Who’s Who in the World publications annually and is the recipient of the Michigan Outstanding Educator’s Award granted by the Governor of Michigan.  Jaideep serves as a board member, global consultant and trainer for a number of family business organizations.
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PAUL MUDDE (2011 Co-host)

Paul Mudde (2011 Co-Host)

Paul Mudde is Associate Professor of Management and Director of the Family-Owned Business Institute at the Seidman College of Business, Grand Valley State University. He joined Seidman and GVSU in 2002 after completing his PhD at Purdue University. He teaches Strategic Management and International Management courses in the undergraduate and MBA programs. He has presented and published research in the areas of mergers and acquisition, competitive strategy, strategic accounting methodologies, international strategy, and family-owned business.

Dr. Mudde became the Director of the Family Owned Business Institute in 2009. He serves on the board of the Family Business Alliance. Dr. Mudde also has experience serving on the board of directors for both profit and non-profit companies and organizations.
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TOM SCHWARZ (2010 Co-host)

Tom Schwarz

Dr. Thomas V. Schwarz is currently Professor and Rick Muth Chair in Family Business at California State University, Fullerton.  Previously, Tom served as Director of the Family Owned Business Institute and the Center for Entrepreneurship at Grand Valley State University in Grand Rapids, Michigan, USA. He is the founder of the FOBI Research Scholars Program – The FOBI Awards.  Prior to joining Grand Valley in 2000, Tom worked in senior management and as Treasurer for a family owned manufacturing business and as an entrepreneur/owner of several other family firms.  Tom was a tenured professor of finance at Southern Illinois University at Carbondale.  He has also held positions with the University of Nevada, Las Vegas and in the futures industry in Chicago.

Tom previously served on the Body of Knowledge Committee of the Family Firm Institute and was the Research Program Co-Director for the Boston 2004 and the Chicago 2005 conferences. He is also a founding co-editor of the organization’s publication, the Family Firm Practitioner. He has also consulted for numerous firms and universities worldwide, including the Athens University of Economics and Business.

Tom’s research interests include international family business, entrepreneurship, and finance.  His publications have appeared in the Journal of Finance, Family Business Review, International Journal of Emerging Markets, Journal of Banking and Finance, Journal of Futures Markets, Journal of Small Business Strategy, The South East Journal of Asian Management, The International Small Business Journal, Journal of Asian Business, Journal of African Business, Journal of Financial and Quantitative Analysis, Journal of Multinational Financial Management, as well as others.  He is co-editor of the recent release of an 11 volume set entitled Culturally-Sensitive Models of Family Business : A Compendium using the GLOBE Paradigm.
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RITCH SORENSON (2011 Co-host)

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Ritch L. Sorenson is a Full Professor and the Opus Chair of Family Enterprise at the University of St. Thomas (UST), Minneapolis, where he is the Academic Director for the Center for Family Enterprise.   Before joining St. Thomas, Ritch was the Trinity Company Professor of Management at Texas Tech University, where he was recognized for excellence in teaching, served as Area Coordinator for Management (Department Chair) and directed the Centers for Entrepreneurship and Family Business, and for Communication.  At Texas Tech University, Ritch was an early mover in establishing a family business emphasis in management.  At the University of St. Thomas, Ritch continues to build courses and education programs in family business.  

Ritch is an active researcher in family business.  He has conducted two national surveys in family business.  His research interests include family business, leadership, conflict management, entrepreneurship, and organizational communication. His research has been published in journals such as Family Business Review, Entrepreneurship Theory and Practice, Journal of Business Venturing, Group and Organization Studies, The Leadership Quarterly, Academy of Management Learning and Education, and Academy of Management Executive.  Ritch has received awards for his research from the FFI, USASBE, and Western Academy of Management. Currently, Ritch is an associate editor for Family Business Review.  

Ritch hosted a conference at UST that focused on family capital and co-edited the September 2009 issue of Family Business Review that featured papers from the conference.  Ritch has served as the Program Chair and Chair for the Family Business Interest Group of USASBE.  He was Chair of a research symposium and editor for proceedings at the Family Firm Institute.  Ritch has also served in service capacities for a variety of professional organizations including the Academy of Management.
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MICHAEL CARNEY (2012 Co-host)

Michael Carney

Michael Carney is the Concordia University Research Chair in Strategy and Entrepreneurship, in the Department of Management, John Molson School of Business, Concordia University, Montréal, Québec. He joined the Concordia family in 1984. He has published extensively on the corporate and organizational strategies of Asia’s family-owned business groups and on the development of the global institutional environment of international aviation. His research focuses on entrepreneurship and the comparative analysis of business, financial and governance systems and their influence upon the development of firm capabilities, strategic assets, and national competitiveness. Current projects include meta-analyses of diversified business groups, and family firm value creation and a comparative study of China and Vietnam’s state-owned and family-owned business groups. He is a Senior Editor at the Asia Pacific Journal of Management and member of the editorial boards of the Family Business Review, Journal of Family Business Strategy and the Journal of Management Studies. A recent book is titled Asian Business Groups: Context Governance & Performance by Chandos Press, Oxford (2008) and he has Published some 40 papers and book chapters appearing in Journals such as Asia Pacific Business Review, Asia Pacific Journal of Management, Entrepreneurship: Theory and Practice, Family Business Review, Handbook of Asian Management and Organization, Journal of Management Studies, Management and Organization Review, Organization Studies, and Strategic Management Journal.

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LUIS CISNEROS (2012 Co-host)

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Luis Cisneros is a professor of family business management and entrepreneurship at HEC in Montreal. He also teaches in the MBA program at Monterrey Tech (ITESM, Mexico). In addition, he was the director of the entrepreneurship program at the ITESM campus Querétaro and the director of the MBA program at the campus San Luis Potosí. His research interests are related to the management of SMEs, entrepreneurship, family firm management and the contradictions inherent in management. He holds a Master’s in Management (University of Aguascalientes, Mexico), an MSc in Control and Decision Making (University Paris-Dauphine, France) and a PhD in Management (Group HEC Paris, France). His thesis is entitled: The founder versus the successor: a comparison of the managerial distance in family SMEs in Mexico. Additionally, Dr. Cisneros has previous professional experience in a Mexican family business.

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MARYLÉNE GAGNÉ (2012 Co-host)

Marylène Gagné

Marylène Gagné (PhD University of Rochester) is a Professor of organizational behavior at the John Molson School of Business (JMSB), Concordia University. Her research pertains to how organizations, through their structures, cultures, rewards, tasks, and managerial/leadership styles, affect people's motivational orientations, and to examine the consequences of these orientations for individual and organizational performance, and for individual mental health. Her research in family business examines the motives of founders and successors of family businesses and their associated outcomes. She is the recipient of 2 FERC best paper awards and mentions (2005 and 2008), a JMSB Junior Researcher Award, a Concordia University Research Award, and a Canadian Psychological Association New Researcher Award, and has published in top organizational behavior, psychology, and family business journals.
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