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Institute for Entrepreneurial Excellence
           2011 Membership Programs


February 3            Socialnomics: The New Reality for Building Your Business and Your Brand
7:30-10:30 am             Erik Qualman (of Boston)
Rivers Club           Tweets. Online posts. Viral videos. Social media channels like these are being used by your customers
                      each and every day, influencing your impact and the market’s perception of your business and brand.
                      Erik Qualman, author of Socialnomics: How Social Media Transforms the Way We Live and Do
                      Business, demonstrates the impact powerful communication will have on the way you produce,
                      market and sell. Regardless of your industry, this is the defining program on how to incorporate social
                      media into your business strategy providing you the edge and … The Power to Prosper.


March 25              Cha-Ching! Unlock Your Business’ True Profit Potential
7:30-10:30 am            Bob Hogan (of Seattle)
Sheraton              Your company’s financial statements can provide more powerful information than you may realize.
Station Square        Bob Hogan, who has trained and consulted thousands of business owners throughout the U.S and
                      beyond, will provide what you need to quickly understand the true financial strengths and challenges
                      of your business today. Pulling out this ‘new’ information to educate your bankers and adjust your
                      strategy will ultimately result in a stronger balance sheet and a stronger company.

CAPSTONE PROGRAM      Getting the Values off the Wall and into the Hall
April 13                 Ken Majer (of San Francisco)
7:30-11:30 am         Values not only provide the foundation for your company, but when effectively woven throughout
The Duquesne Club     your business provide continual motivation for aligning and inspiring your workforce. Ken Majer,
                      author of Values-Based Leadership and consultant to dynamic companies and executives, will
                      present a revolutionary approach that can change your business dramatically and permanently.
                      You will walk away from this capstone program with practical ways to translate a common set of
                      shared organizational values to increased profitability.

May 19                Kids, Wealth and Consequences: Financial Parenting for the Business Family
5:30-8:00 pm              Jayne Pearl (of Amherst)
University Club       Financial choices. Intellectual choices. Emotional choices. As parents and business owners, the
                      choices you make affect both your business and your family in the short term...and the long term.
                      Jayne Pearl, co-author of Kids, Wealth, and Consequences: Ensuring a Responsible Financial Future
                      for the Next Generation, will share strategies to better equip your children to be financially aware,
                      goal-driven and focused. The goal is to avoid an unintended dependency and lack of direction, while
                      encouraging an independent and competent next generation.

June 9                Up, Up and Away: Members’ Summer Social
6:00-9:00 pm              Hosted by Charlie and Lori Lenzner
Lenzner Farm Estate   Join your fellow Institute members for an evening of networking at the home of Charlie and Lori
                      Lenzner. Their several hundred plus acre estate dating back to 1875 will provide the ideal setting for
                      a time to meet other leaders of our region's most dynamic and growing companies.


                                                                                                    (continued on back)
June 22                 Exit Stage Left or Stage Right: Ensure a Standing Ovation for Your Business
7:30-10:00 am               Rick Tifone, Andrew Hayes and David Blair (of Pittsburgh)
University Club         Some actors exit stage right, some exit stage left and some have to be pulled off with the dreaded
                        cane. Planning not only when, but how you will exit, will drive your growth strategy over the
                        decades. This diverse panel will challenge you to consider how your business will transition – be it
                        management succession, acquisition, merger or other – leaving behind a legacy for both you and your
                        company that will endure.

August 24               Make Your Competition Irrelevant: Unlock the Power of Blue Ocean Strategy
7:30-10:00 am              John Krahe (of Erie) and Dan Monaghan (of Erie)
Regional Learning       Blue Ocean Strategy isn't just an idea. It's a specific process for changing how you think about and
Alliance                create business opportunities. Using the best-selling, frame-changing book, Blue Ocean Strategy, as
                        the foundation for our discussion, we will present both a proven analytical framework and the tools
                        for successfully creating and capturing blue oceans of opportunities. Stop operating in a red ocean of
                        competition and discover the Blue Ocean Strategy approach to creating new demand and highly
                        profitable growth based on value innovation: the simultaneous pursuit of differentiation and low
                        costs.

CAPSTONE PROGRAM        Flight of the Phoenix: Transitioning Your Family Business to the Next Generation
September 27                Ritch Sorenson and Harry “Paddy” McNeely (of St. Thomas)
7:30-11:30 am           The mere thought of 'intergenerational conversations’ about transferring ownership and
The Duquesne Club       governance of your business is enough to ruffle one's feathers. However, having these
                        conversations early and often will make both your family and your business stronger. Learn
                        through an interactive case study. Ritch Sorenson, Opus Chair in Family Business at the University
                        of St. Thomas, and Harry “Paddy” McNeely, third generation CEO of Meritex (a national
                        commercial real estate management company) how to build systems around family, governance
                        and business to support the success of future generations.


October 20              Beyond Price: Differentiate Your Company in Ways that Really Matter
7:30-10:00 am              Mary Kay Plantes (of Boston)
University Club         Commoditization is driving many businesses to compete on price, which in turn influences purchasing
                        and production decisions that may impact quality. The good news is that you can escape price
                        competition by business model innovation. Learn from Mary Kay Plantes, an MIT economist and
                        corporate strategist, on how to design a new strategically differentiated business based on where and
                        how you compete as a market-driven company. The result? Customers willing to pay a premium for
                        the products and services you offer.

November 15             Time is Money…But Also a Whole Lot More
7:30-10:30 am               Rabbi Steven Z. Leder (of Los Angeles)
University Club         You’ve all heard the phrase ‘time is money.’ Balancing time at the business and time with your
                        family, your friends, your interests and your community can be a challenge. Steven Leder, Senior
                        Rabbi of Wilshire Boulevard Temple in Los Angeles, will look at ways to balance your life as carefully
                        as you do your bank account. Living a rich life, in more ways than one, will ensure the legacy each
                        and every one of us leaves behind is balanced between the company, the family and the individual.

December                Members’ Winter Social


                                           Accurate as of June 22, 2011

            Institute for Entrepreneurial Excellence • 412-648-1542 • www.entrepreneur.pitt.edu

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2011 institute membership program schedule

  • 1. Institute for Entrepreneurial Excellence 2011 Membership Programs February 3 Socialnomics: The New Reality for Building Your Business and Your Brand 7:30-10:30 am Erik Qualman (of Boston) Rivers Club Tweets. Online posts. Viral videos. Social media channels like these are being used by your customers each and every day, influencing your impact and the market’s perception of your business and brand. Erik Qualman, author of Socialnomics: How Social Media Transforms the Way We Live and Do Business, demonstrates the impact powerful communication will have on the way you produce, market and sell. Regardless of your industry, this is the defining program on how to incorporate social media into your business strategy providing you the edge and … The Power to Prosper. March 25 Cha-Ching! Unlock Your Business’ True Profit Potential 7:30-10:30 am Bob Hogan (of Seattle) Sheraton Your company’s financial statements can provide more powerful information than you may realize. Station Square Bob Hogan, who has trained and consulted thousands of business owners throughout the U.S and beyond, will provide what you need to quickly understand the true financial strengths and challenges of your business today. Pulling out this ‘new’ information to educate your bankers and adjust your strategy will ultimately result in a stronger balance sheet and a stronger company. CAPSTONE PROGRAM Getting the Values off the Wall and into the Hall April 13 Ken Majer (of San Francisco) 7:30-11:30 am Values not only provide the foundation for your company, but when effectively woven throughout The Duquesne Club your business provide continual motivation for aligning and inspiring your workforce. Ken Majer, author of Values-Based Leadership and consultant to dynamic companies and executives, will present a revolutionary approach that can change your business dramatically and permanently. You will walk away from this capstone program with practical ways to translate a common set of shared organizational values to increased profitability. May 19 Kids, Wealth and Consequences: Financial Parenting for the Business Family 5:30-8:00 pm Jayne Pearl (of Amherst) University Club Financial choices. Intellectual choices. Emotional choices. As parents and business owners, the choices you make affect both your business and your family in the short term...and the long term. Jayne Pearl, co-author of Kids, Wealth, and Consequences: Ensuring a Responsible Financial Future for the Next Generation, will share strategies to better equip your children to be financially aware, goal-driven and focused. The goal is to avoid an unintended dependency and lack of direction, while encouraging an independent and competent next generation. June 9 Up, Up and Away: Members’ Summer Social 6:00-9:00 pm Hosted by Charlie and Lori Lenzner Lenzner Farm Estate Join your fellow Institute members for an evening of networking at the home of Charlie and Lori Lenzner. Their several hundred plus acre estate dating back to 1875 will provide the ideal setting for a time to meet other leaders of our region's most dynamic and growing companies. (continued on back)
  • 2. June 22 Exit Stage Left or Stage Right: Ensure a Standing Ovation for Your Business 7:30-10:00 am Rick Tifone, Andrew Hayes and David Blair (of Pittsburgh) University Club Some actors exit stage right, some exit stage left and some have to be pulled off with the dreaded cane. Planning not only when, but how you will exit, will drive your growth strategy over the decades. This diverse panel will challenge you to consider how your business will transition – be it management succession, acquisition, merger or other – leaving behind a legacy for both you and your company that will endure. August 24 Make Your Competition Irrelevant: Unlock the Power of Blue Ocean Strategy 7:30-10:00 am John Krahe (of Erie) and Dan Monaghan (of Erie) Regional Learning Blue Ocean Strategy isn't just an idea. It's a specific process for changing how you think about and Alliance create business opportunities. Using the best-selling, frame-changing book, Blue Ocean Strategy, as the foundation for our discussion, we will present both a proven analytical framework and the tools for successfully creating and capturing blue oceans of opportunities. Stop operating in a red ocean of competition and discover the Blue Ocean Strategy approach to creating new demand and highly profitable growth based on value innovation: the simultaneous pursuit of differentiation and low costs. CAPSTONE PROGRAM Flight of the Phoenix: Transitioning Your Family Business to the Next Generation September 27 Ritch Sorenson and Harry “Paddy” McNeely (of St. Thomas) 7:30-11:30 am The mere thought of 'intergenerational conversations’ about transferring ownership and The Duquesne Club governance of your business is enough to ruffle one's feathers. However, having these conversations early and often will make both your family and your business stronger. Learn through an interactive case study. Ritch Sorenson, Opus Chair in Family Business at the University of St. Thomas, and Harry “Paddy” McNeely, third generation CEO of Meritex (a national commercial real estate management company) how to build systems around family, governance and business to support the success of future generations. October 20 Beyond Price: Differentiate Your Company in Ways that Really Matter 7:30-10:00 am Mary Kay Plantes (of Boston) University Club Commoditization is driving many businesses to compete on price, which in turn influences purchasing and production decisions that may impact quality. The good news is that you can escape price competition by business model innovation. Learn from Mary Kay Plantes, an MIT economist and corporate strategist, on how to design a new strategically differentiated business based on where and how you compete as a market-driven company. The result? Customers willing to pay a premium for the products and services you offer. November 15 Time is Money…But Also a Whole Lot More 7:30-10:30 am Rabbi Steven Z. Leder (of Los Angeles) University Club You’ve all heard the phrase ‘time is money.’ Balancing time at the business and time with your family, your friends, your interests and your community can be a challenge. Steven Leder, Senior Rabbi of Wilshire Boulevard Temple in Los Angeles, will look at ways to balance your life as carefully as you do your bank account. Living a rich life, in more ways than one, will ensure the legacy each and every one of us leaves behind is balanced between the company, the family and the individual. December Members’ Winter Social Accurate as of June 22, 2011 Institute for Entrepreneurial Excellence • 412-648-1542 • www.entrepreneur.pitt.edu