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Family Business Program

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MONTANA STATE UNIVERSITY STATE FARM INSURANCE FAMILY BUSINESS PROGRAM

GENERAL INFORMATION

History
Our Sponsors
2008 Family Business Day

Family Business Day on the Road

Nominate a Family Business
Application Forms
Brochure


| National Winners | FBD Winners| resources | past programs | forms |

HISTORY FBD Map and Cutouts Logo


About the Program:
Established in 1994 as an outreach program through Montana State University College of Business, The Family Business Program offers education and information to the backbone of many Montana businesses, those that are owned and managed by families of Montana.  The annual seminar and awards luncheon, usually held in September, has reached out to hundreds of businesses and provided education and fact based information to thousands of participants.

The Family Business Program is the only program like this statewide and provides recognition to pioneering and successful family businesses through the Montana Family Business of the Year Awards Program. This program allows small businesses to share ideas and concerns common to most small businesses.

The program is coordinated by Nancy Dodd, Ph.D., Associate Professor of Business.  Karen Beach, program assistant, can be reached at:

Phone:  (406) 994-6796
Fax:      (406) 994-6206
E-mail:  familybusiness@montana.edu 

OUR SPONSORS

State Farm Logo Red II


In March 2005, State Farm Insurance Companies recognized Bozeman resident Robert Jaedicke for his many years of service on their Board of Directors with a gift to MSU College of Business.  The funds were placed in an endowment for the Family Business Program, providing a way to enhance the annual program and develop new outreach programs and seminars.  

In addition to the endowment, State Farm has provided annual funding to enhance the current program and allow growth and development of additional programs.  Agents from across the state have pledged their support for the program's endowment. 

Stockman Bank Green Logo


Stockman Bank has joined our team proudly underwriting the awards and providing additional support for the outreach programs.  As a past winner of the prestigious award, the Coffee family and Stockman Bank realize the importance of providing information and network opportunities to family owned businesses. 

 

ADDITIONAL SUPPORT

For many years, Combs Law Firm has supported Family Business Day and in 2006, Montana Chamber of Commerce joined our team of supporters.


FAMILY BUSINESS DAY 2008

15th Annual Montana State University College of Business/State Farm Insurance
Family Business Day and Awards Luncheon
September 26, 2008
Holiday Inn ~ 5 Baxter Lane Bozeman

9:00 – 9:30 am Continental Breakfast and Registration
9:30 – 11:30 am Keynote Presentation
12:00 – 1:30 pm Luncheon and Awards

Printable Event Brochure

KEYNOTE PRESENTATION

Phil Rogers, an adjunct instructor of marketing in the College of Business, was the guest speaker for this event. His seminar, Thrive in Tough Times: How Your Focus is Your Future, presented an overview of taking control of your business. Time was spent on exploring ways to control expenses, grow sales and build profit margins. A portion of this presentation was a hands-on workshop focusing on delivering outstanding customer service and effectively responding to customer demands.

Take Home Value
Participants were asked to write 3 measurable goals for their own businesses that would allow them to sell more to customers at a lower price at a greater profit...and thrive.

2007 Seminar-GroupDiscussion 2007 Seminar - one man writing at table2007 Seminar-3 men at table

About the 2008 Guest Presentor
Phil Rogers joined Montana State University College of Business in August 2005, as an adjunct instructor of marketing. Before joining the College of Business, Phil worked his way up from life on the farm to corporate Executive Vice President of Universal Forest Products, a two billion dollar enterprise with 90 manufacturing facilities across North America. He also had experience as the Director of Marketing for Payless Cashways, Inc. and as Operations Manager for Eighty-Four Lumber. He currently is President of Resolut, the Focus Firm, serves on several profit and non-profit boards and teaches business and marketing classes at Montana State University. Phil is married to Susan Paglia, M.D. and has five children and lives in Bozeman. He is an avid skier, fly fisherman and horse rider.

 FBD On the Road Logo

FAMILY BUSINESS DAY 'ON THE ROAD'


In 2006 the Family Business Program 'On the Road' was introduced, offering similar educational programs as featured at the Family Business Day to family owned and small businesses in communities across the state. In January 2007, more than 50 people attended the premier of the MSU College of Business/State Farm Insurance Family Business Program On the Road in Helena. Planned in coordination with Montana Chamber of Commerce Business Days at the Capitol, Family Business Program On the Road offered a seminar specifically for family businesses. Dr. Mike Kroff, an assistant professor of marketing at the MSU College of Business presented, "Finding and Reaching Your Target Market." His presentation provided information intending to teach business strategies that assist family business to define the changes in their communities, and to successfully reach their targeted markets. A success, Family Business Program 'On the Road' is sure to become a popular and anticipated event state-wide.  

2009 Schedule

The Montana State University College of Business will hit the road again with another Family Business Program 'On the Road' seminar serving the Miles City community and surrounding areas on Wednesday, May 27, 2009 at the Miles City Town & Country Club (4th & Eagle). Craig Ehlert, College of Business adjunct instructor of management will present "Building Excellence into Your Business." He will show participants how to use the Malcolm Baldrige National Quality Award Criteria to drive high levels of performance in businesses of all sizes. The Baldrige Award was established in 1987 to recognize excellence in business management and has been awarded to over 60 different organizations of various sizes and purposes, all with a common theme, outstanding management systems that are effective. It is an outstanding model for management and is based on a set of universal management principles and values that every organization can utilize to analyze their operations and develop a plan to build a sustainable, superior organization.

Building Excellence into Your Business
Wednesday, May 27, 2009
Miles City Town & Country Club
3:30-5:00 pm
Miles City, Montana

To RSVP, please e-mail: audrey.lee@montana.edu or call: 406.994.7026


MONTANA STATE UNIVERSITY STATE FARM INSURANCE FAMILY BUSINESS PROGRAM

NATIONAL WINNERS


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NATIONAL WINNERS
Prior to 2003, annual winners of the Family Business of the Year awards continued on to compete in a national contest. Until this discontinued, 8 Montana businesses won national awards. These businesses included:

2002
Ronan Telephone Company, Ronan
Wendy's of Montana, Billings
2001
Dahl Funeral and Cremation Service, Bozeman
Simkins-Hallin Lumber, Bozeman
1996
Lake Seed, Inc., Ronan
Western Livestock Reporter, Billings
1995
Markle's Inc., Glasgow
1994
Bradford Roofing and Insulation Co., Billings

Bradford Roofing and Insulation Co., Billings Dahl Funeral & Cremation Service, Bozeman
Lake Seed, Inc., Ronan Markle's Inc., Glasgow
Simkins-Hallin Lumber, Bozeman Western Livestock Reporter, Billings
McDonald Family Ronan Telephone Co.
Wendy's of Montana Ronan Telephone Co., Ronan

 

 

 


MONTANA STATE UNIVERSITY STATE FARM INSURANCE FAMILY BUSINESS PROGRAM

FAMILY BUSINESS DAY WINNERS


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2008 (click on family business name to see their picture)

2008 Press Release

2007 (click on family business name to see their picture)

2007 Press Release

2006 (click on family business name to see their picture)

2006 Press Release

2005 (click on family business name to see their picture)

2005 Press Release

2004

  • Stockman Bank, Miles City
  • TowHaul Corp. dba Smith Equipment USA, Belgrade
  • Central Plumbing & Heating, Inc., Great Falls
  • Dale Plumbing & Heating, Inc., Glasgow
  • Northern Home Essentials, Havre
  • Bouma Post Yards, Choteau

2003

  • West of the Madison Clothing Co., Ennis
  • Hi-Line Ford, Inc., Glasgow
  • M.S. Molitor Trucking, Inc., Boulder
  • Hanser's Automotive and Wrecker Co., Billings
  • Nine Quarter Circle Ranch, Inc., Gallatin Gateway
  • Montana Community Banks, Ronan

2002

  • Highland Liquors, Bozeman
  • Johnson Hardware & Furniture, Sidney
  • Peter Yegen, Jr., Inc.
  • Ronan Telephone Co., Ronan*
  • Rudolph's Furniture, Butte
  • Thompson Pools, Billings
  • Wendy's of Montana, Inc., Billings

2001

  • Bob's Pickup & Delivery, Inc., Sidney
  • Browns Auto Service, Inc., Billings
  • Dahl Funeral & Cremation Service, Bozeman*
  • Eugene's Pizza, Glasgow
  • Frasers Oil, Inc., Inverness
  • Simkins-Hallin Lumber, Bozeman*
  • Vans, Inc., Bozeman

2000

  • J-R.I.G. Ace Hardware, Great Falls
  • Anderson Steel Supply, Great Falls
  • Bison Motors, Great Falls
  • Cashman Nursery, Bozeman
  • Huls Dairy, Corvallis
  • O'Haire Motor Inn and Restaurant, Great Falls
  • OP/TECH USA, Belgrade

1999

  • Cogswell Agency, Great Falls
  • Duggan Dolan Mortuary, Butte
  • Malisani, Inc., Great Falls
  • Martel Construction, Inc., Bozeman
  • Powder River Rifle Mfg. Co., Big Timber
  • Lloyd Torgerson, Inc., Ethridge

1998

  • Artistic Impressions, Corvallis
  • Bay Leaf Restaurant/Bakery, Great Falls
  • Ben Taylor, Inc., Shelby
  • City Motor Co., Great Falls
  • Havre Laundry/Dry Cleaning, Havre
  • Saltenberger Heating & Plumbing, Anaconda
  • Woods Powr-Grip, Laurel

1997

  • Borries Family Restaurant, Black Eagle
  • Castle Crags Ranch, Hamilton
  • Crismore Logging/Road Maintenance, Libby
  • D.A. Davidson & Co., Great Falls
  • Great Falls Paper & Supply, Great Falls
  • Hardy Construction Co., Great Falls
  • Wetzels Quality Cleaners, Billings

1996

  • Bennett Motors, Inc., Great Falls
  • Gainan's Flowers/Garden Center/Gifts, Billings
  • Herald News, Inc., Wolf Point
  • Kaufman's Mens Store, Great Falls
  • Lake Seed, Inc., Ronan*
  • Swank Enterprises, Kalispell
  • Western Livestock Reporter, Billings*

1995

  • American Land Title Co. of Montana, Bozeman
  • Coast to Coast Store, Inc., Anaconda
  • Indian Creek Ranch, Huntley
  • Markle's Inc., Glasgow*
  • Nemec Parts & Repair, Coffee Creek
  • Pioneer Mountain Farm/Montana Knits, Dillon

1994

  • Cabinet Company & City Lights, Great Falls
  • Dee Motor Company, Anaconda
  • MacIntyres, Anaconda
  • Stevensons IGA, Hardin
  • Sunshine Apiary, Columbus
  • Wheat Montana Farms and Bakery, Three Forks
  • Bradford Roofing and Insulation Co., Billings*


*National winner.


MONTANA STATE UNIVERSITY STATE FARM INSURANCE FAMILY BUSINESS PROGRAM

SUGGESTED RESOURCES


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Suggested Resources

Working with the Ones You Love: conflict resolution & problem solving strategies for a successful family business by Dennis Jaffe, Conari Press, 1990

Personnel Decisions in the Family Farm Business by Amy Lyman, University of California Cooperative Extension (ANR Publications, University of California, 6701 San Pablo Ave., Oakland, CA 94608-1239), Special Publication #3357

Keeping the Family Business Healthy: how to plan for continuing growth, profitability, and family leadership by John Ward, Business Owner Resources, 1997

How Families Work Together by Mary F. Whiteside, Craig E. Arnoff, John L. Ward, Business Owner Resources (P.O. Box 4356, Marietta, GA 30061-4356), 1993

Creating Effective Boards for Private Enterprises by John Ward, Jossey-Bass, 1991

Family Business Sourcebook II edited by Craig Aronoff, Joseph H. Astrachan, John L. Ward, Business Owner Resources, 1996

Passing the Torch: succession, retirement, and estate planning in family-owned businesses (second edition) by Mike Cohn, McGraw-Hill, 1992

Mind Your Own Business: and keep it in the family by Marcy Syms, MasterMedia Limited, 1992

Smart Growth: critical choices for business continuity and prosperity by Ernesto Poza, Jossey-Bass, 1989

Keeping the Family Business Healthy: Four Keys to Success, Karen Vinton, College of Business Montana State University, Bozeman

Other Resources

The Successful Family Business: a proactive plan for managing the family and the business by Edward D. Hess, Praeger Publishers, 2006

Strategic Planning for the Family Business: parallel planning to unify the family and business by Randel S. Carlock, Palgrave, 2001

Reconciling Relationships and Preserving the Family Business: tools for success, by Ruth McClendon, Haworth Press, 2004

Magazines and Journals 

Family Business: call 1-800-637-4464 for subscription information

Family Business Review: this is a publication of the Family Firm Institute, www.ffi.org

Books at the MSU Library

Family Business Sourcebook II HD62.25.F34 1996
Personnel Decisions in the Family Farm Business S563.6 L95 1993
Getting Along in Family Business: The Relationship Intelligence HD62.25.H66 1999
Creating Effective Boards for Private Enterprises HD2745.W37 1991
Keep the Family Baggage Out of the Family Business HD62.25.F59 2000
Generation to Generation HD62.25.G46 1997
The Daughter Also Rises: How Women Overcome Obstacles... HD62.25.F725 1999
The Successful Family Business HD62.25.F49 1998
Family Business Management (a text) HD62.25.I27 1994
Cultural Change in Family Firms HD62.25.D94 1986
The Survival Guide for Business Families HD62.25.L48 1999
Understanding the Small Family Business HD62.25.U53 2002
Managing For the Long Run: Lessons in Competitive Advantage HD62.25.M54 2005
Succeeding Generations: Realizing the Dream of Families HD62.25.L36 1999
Wise Growth Strategies in Leading Family Business HD62.25.S37 2005
Perpetuating the Family Business: 50 Lessons Learned... HD62.25.W373 2004

Other Web Pages 

Family Firm Institute: http://www.ffi.org

Family Business Consulting Group: www.efamilybusiness.com/

UMass Amherst Family Business Center: http://www.umass.edu/fambiz

Oregon State University Austin Family Business Program: http://www.familybusinessonline.org

Business.com: http://www.business.com

Family Business Institute Educational Resource Page: http://www.familybusinessinstitute.com/resources.html

Family Business Institute Services: http://www.familybusinessinstitute.com


MONTANA STATE UNIVERSITY STATE FARM INSURANCE FAMILY BUSINESS PROGRAM

1994-2008 PROGRAMS


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Past Programs:

2008

Keynote Speaker: Phil Rogers, Adjunct Instructor of Marketing
Topic: Thrive in Tough Times: How Your Focus is Your Future

Family Business Day on the Road:
Keynote Speaker: Gary Bishop, Adjunct Instructor of Management
Topic: The Business of Customer Service

2007

Keynote Speaker: Gary Bishop, Adjunct Instructor of Management
Topic: Customer Service & Your Family Business

Family Business Day on the Road:
Keynote Speaker: Dr. Michael Kroff, Professor of Marketing
Topic: Finding & Reaching Your Target Market

2006

Family Business Day:
Keynote Speaker: Dr. Omar Shehryar, Assistant Professor of Marketing
Topic: Market Research for Your Family Business.

2005

Keynote Speaker: Dr. Richard Semenik, Dean of the College of Business.
Topic: Using Branding Strategies in Your Family Business.

2004

Keynote Speaker: Dr. Deidre Combs, National Speaker and Author.
Topic: Transforming Conflict into Creativity in the Family Business.

2003

Keynote Speaker:  Doug Osborne, CLU,ChFC, CPA, PFS. MassMutual Financial Group
Topic:  Avoiding the BIG Mistakes Family Businesses Make.

2002

Keynote Speaker:  Richard Semenik, Dean, College of Business, Montana State University, Bozeman.
Topic:  Branding Your Family Business.

2001

Keynote Speaker: Dan Moshavi, Assistant Professor of Management, College of Business, Montana State University, Bozeman.
Topic:  Managing for Peak Performance:  A Human Resources Perspective.

2000

Keynote Speaker: Bill Brown, Professor of Management, College of Business, Montana State University, Bozeman.
Topic: Navigating the Whitewater of Family Business.

1999

Keynote Speaker: Former Lt. Governor and Governor of Montana, Judy Martz, small business owner and entrepreneur.

1998

Keynote Speakers: Bonnie Brown, President of Transition Dynamics, Inc.; Mark DeGroot, Certified Business Appraiser with Certified Business Intermediary; and Elizabeth Harris, co-owner of financial services firm of Harris and Weiel Associates.
Topic: Celebrating the Past and Preparing for the Future

1997

Keynote Speakers: Stan Mandel, Director of Family Business Initiative, University of South Dakota; C. Bruce Combs, J.D., C.P.A., principal with law firm of Kasting, Combs & Kauffman, PLLC; and Christopher Manos, author, experienced mediator and partner in legal practice of Biglen and Manos.
Topic: Creating Effective and Healthy Family Businesses

1996

Keynote Speakers: Edwin Hoover, Ph.D. and Colette Hoover, M. S.
Topic: The Principles & Practices of Family Business Leadership

1995

Keynote Speaker: Mike Cohn
Topic: Transitions and Turning Points in the Family Business

1994

Keynote Speaker: Patricia Frischkoff of Oregon State University
Topic: Senior and Junior Family Business Members

 


MONTANA STATE UNIVERSITY STATE FARM INSURANCE FAMILY BUSINESS PROGRAM

CALL FOR NOMINATIONS
Nomination Form in PDF
Fill-in Nomination Web Form

It is once again time to solicit nominations for the 2009 MSU College of Business State Farm Insurance Family Business Awards.  If you have provided us with nominations in the past, I hope it was a pleasant experience for you.  Most businesses are honored to be nominated by their peers because it is a sign of admiration and respect.  This is an opportunity for individuals, businesses, committees, and other groups to give recognition to those family owned businesses with which they have had positive experiences.  Awards will be given at the 2008 Family Business Day event on September 26 at the Holiday Inn in Bozeman.

Last year we had over 50 nominations and conferred seven awards in a variety of categories.  This year we are hoping for even more nominations and completed applications.  You have until May 18, 2009 to get your nomination to us, so please consider nominating one or more family businesses you would like to see honored at the state and possibly national level.  These businesses contribute so much to the economy of our state as well as making significant time and financial contributions to their communities that we should recognize them.

The only real disappointment in this whole process is the number of really great businesses who are nominated and never submit completed applications.  If you do nominate a business, we would appreciate any help you could provide in getting “your” business to submit an application before July 6, 2009.  Many business owners wait until the last minute to start working on the application and then find it overwhelming to do in a short period of time.  Maybe a little nudge from you would get them to start and complete the application.

Thank you very much for your participation in the Family Business Program at Montana State University. 

 


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