January 28, 2004 :: No. 136
| What: |
Cal State Fullerton’s College of Business
and Economics Family Business Council presents a Hispanic Family
Business Conference, featuring presentations on tax and legal
issues, business strategies, communications and conflict resolution,
succession planning and cash management. |
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| Keynoters: |
Isabelle Villaseñor,
president and CEO of Cypress-based Dejon Enterprises, a McDonald’s
franchisee with seven restaurants in Los Angeles and Orange
counties
David Hayes-Bautista, director of the Center
for the Study of Latino Health and Culture, UCLA School of
Medicine |
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| When: |
7 a.m.-noon Thursday, Feb. 12
(see schedule below) |
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| Where: |
Radisson Resort Knott’s Berry Farm, 7675
Crescent Ave., Buena Park |
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| Sponsors: |
Bank of America |
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| Cost: |
The conference is targeted to members of Hispanic
family-owned businesses. Reservations are required and can be
made by calling Robbin Bretzing at 657-278-4182 or email at
mtruebood@fullerton.edu. |
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|
| Why: |
“There are nearly 350,000 Hispanic family-owned
businesses in California,” noted Mike Trueblood, director
of Cal State Fullerton’s Family Business Council. “They
are a thriving and growing component of our region’s economy.
It is part of the Family Business Council’s mission to
provide family businesses with opportunities for education,
interaction and information tailored to their needs.” |
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| Additional: |
The Family Business Council, established in 1994
within the CSUF College of Business and Economics, is a partnership
between the business community and Cal State Fullerton. |
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| Media Contacts: |
Mike Trueblood, director of the Family Business
Council, at 657-278-4182 or mtrueblood@fullerton.edu
Pamela McLaren of Public Affairs at 657-278-4852 or pmclaren@fullerton.edu |
|
Cal
State Fullerton’s College of Business and Economics
Hispanic Family Business Conference
Feb. 12, 2004 |
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|
| 7 - 7:45 a.m. |
Arrival, sign-in and breakfast |
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|
| 7:45 a.m. |
Introductions by Mike Trueblood,
director of Cal State Fullerton’s Family Business Council
Jenny Kuhn, senior vice president/market
manager, Bank of America
Anil Puri, dean of Cal State Fullerton’s
College of Business
and Economics |
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|
| 8 a.m. |
Presentation by Isabelle Villaseñor,
president/CEO of Dejon Enterprises |
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| 8:20 a.m. |
Presentation by David Hayes-Bautista,
director of UCLA’s Center for the Study of Latino Health
and Culture |
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| 8:55 a.m. |
“Key Success Factors for Optimizing Your
Family Business” by Rachel Mickelson
and Rosa Carillo of Doud Hausner Vistar |
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| 9:45 - 10 a.m. |
Break |
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| 10 a.m. |
“Importance of Picking the Right Advisers”
by CSUF alumnus Francisco Valle (MBA ’85),
co-author of “How to Win the Hispanic Gold Rush‘” |
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| 10:20 a.m. |
Presentation on legal issues by attorney Ruben
Smith of Alvarado Smith and Sanchez |
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| 10:40 a.m. |
“Financial, Accounting and Tax Issues”
by Cal State Fullerton alumnus Henry Mendoza
(B.A. business administration-accounting ’81) and Jim
Berger of Mendoza Berger and Co. LLP |
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|
| 11 a.m. |
“Access to Capital” by Ray
Vasquez, vice president and government lending products
specialist, Bank of America |
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| 11:20 a.m. |
“Retirement Planning” by Chad
Mancz and Robert Salazar of Union
Bank |
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| 11:40 a.m. |
“Other Critical Issues Facing Hispanic
Family Businesses” panel discussion featuring Joel
Ayala, president and CEO, Hispanic Chamber of Commerce;
Edgar Mejia, executive director, Latin Business
Association; and Sandra Sutton, district director,
U.S. Small Business Administration, Santa Ana office. |
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| Noon |
Adjourn |
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