Brief Summary of Minutes of Annual Meeting

The meeting was opened by co-chair Diane Masuo at 12:30 PM on April 9, 2005. Goals for the meeting
1) Discuss progress on completing current project (including state reports)
2) Business
(a) advisor reports
(b) update policy paragraph for acknowledgment (to include 2000 data), giving credit (Cynthia and Kay)
(c) other business
(d) next meeting and agenda items
3) Finalize proposal objectives and make assignments for proposal completion. BUSINESS MEETING Administrative Advisor Report: (Kay Obendorf) 1) On March 8, 2005 Kay Obendorf was informed about the change of ending date for this project from September 30, 2006 to September 30, 2005. Due to a lack of clarity on the response to the request for a two-year extension of the NE-167 project, a formal request for a second one-year extension is being submitted to Dr. Tom Fretz, North East Executive Director. 2) www.wisc.edu/ncra/guidelines.htm (NC guidelines for proposals) 3) A question was raised about national research projects. National Research support projects, NRSP, 4 different regional groups, CSREES rep. and scientists. Not primarily research, and not appropriate for us. Eligible for off the top funding. 4) To do. Need to connect to our NCA-5 representative to keep them informed on our intent and accomplishments. Also need to visit with Darryl Lund to keep him informed. 5) Cindy reported that the policy manual update on the acknowledgements when the 1997 and 2000 data is used was completed and is on the website. CREES Report: Jane Schuhardt (JS) 1) Rural development focus in 06, markets and trade in 07. 06 is currently in the comment period. Jane will have opportunity for input. The focus will on integrated that include both resident education and extension outreach. Presently has 3 components: a) rural and economic development, b) broadband and interconnectivity and e-commerce, c) enhance rural economic opportunity/rural governance and civic engagement/local response to devolution. Kay Stafford asked about the NRI small business innovation grants, JS explained that those grants go to small businesses not to researchers. 2) ERS and CREES in very early discussions on interface of farm family household assets and the family farm business assets. Shared faculty (buy someone's time) or IPA (bring someone to DC to work with the two agencies to work with someone on the subject area). Panel manager selects panelists based on knowledge of content of the proposals. 3) Community vulnerability index (CVI). NACO is very interested in this. Jane referred this group to George and Glenn. They can help to fund something like this. Also in beginning idea stages. 4) 06 completion of NE 167. Jane has the documents and has asked Bart to call her tomorrow to discuss the situation and look at possible alternative solutions. 5) Jane requested sound bite material that she can use in presenting our work within the area of her responsibilities in the context of the purposes of the group. Miscellaneous Business Leadership Kay and Cindy are willing to shepherd the proposal thru NC process, but not chair the committee and run the committee's meetings. Cindy suggested Diane and Glenn continue leadership of NE 167 until it is terminated. Report on future participation of other states Jane suggested she could send out an invitation from us to a variety of groups. Bring in people as co-authors, grant participants, etc. Discussion of options for committee formats We decided to move toward the research proposal for an NC committee. Kay will shepherd and do the first draft. Cindy & Karen will be back-up, with Linda and Margaret's support. Kay S. moved that we write an NC research proposal to be finished by Thanksgiving, 2005 (so it can be submitted to NCA-5). Cindy seconded. Vote unanimous. Use of funds Moved by Holly and seconded by Cindy that we allocate up to $500 for review and editing of the new proposal. Approved. (Need consultant invoice and resume, ss#). Next meeting This is the last regular meeting of NE 167 without an extension approval. The next meeting must be after October 1, 2005 and would be pending approval of a second one-year extension by the NE directors. Tentative date of next meeting April 2-3, 2005 starting on 9 AM on Sunday to Monday noon. University of Minnesota (Backup will be University of Wisconsin, same dates) Travel on Saturday, out on Monday afternoon. Agenda Results, distribution ideas, impact report, packaging formats for distribution. State reports. NEXT PROJECT OBJECTIVES, ASSIGNMENTS Objectives (Purpose: to analyze the interconnectedness of (reciprocal relationships of) family businesses and rural and urban communities in an environment of change. Objectives: 1. Analyze the effects of family businesses and communities on the vitality of each. a.) analyze the effects of family businesses on rural and urban community vitality. (e.g. social and economic impacts) b) analyze the effects of community on family business vitality. 2. Analyze the effect of internal and external events and policy changes on a) family businesses b) the reciprocal relationships between them. Assignments were made for completion of various parts of the proposal. Deadlines were established. The meeting was adjourned by Diane Masuo at 11:45 AM on April 11, 2005.

NE-167 official representatives identified the activities and papers that were completed or in progress since the October, 2004 meeting. The items are arranged by objective number for the project. (Published work prior to October, 2004 is listed in the bibliography of completed and published work to be found at http://www.human.cornell.edu/ne167 )

1) To compare the interaction of family and business systems in economically vulnerable and non-vulnerable communities. Completed (i.e. published or presented, or written and submitted) Fitzgerald and Folker. (2005) Exploring new frontiers in women's business ownership. International Journal of Family Business. Reprinted with permission from FBN/IFERA. OBJ. 1 Danes, S. M., & Haberman, H. R. (2005). Gendered discourse about family business. Family Relations, 54, 116-130. 2) To identify effects of community structure and characteristics on families and their businesses. Completed Lee, Masuo and Malroutu. "Business longevity: A study of family owned businesses in the U.S.". Submitted for presentation at the Asian CFEA conference in Nov. 2005. OBJ 2 Niehm, community social responsibility paper with Miller and Swinney. Identified CSR factors for family owned business and profiled the business and looked at CSR as a success strategy. Journal of Small Business Management (in review). Haynes, G., Muske, G., Fitzgerald, M., Fong, G., & Douglas, S. (2004). Developing a county-level socio-economic scale. 2004 Community Development Society Proceedings. Haynes, Muske, & Fitzgerald. Deriving a socio-economic vulnerability scale. Journal of the Community Development Society. Revise and resubmit. 3) To estimate the economic and social contributions of family businesses to communities over time. Completed Danes, S. M., & Morgan, E. A. (2004). Family business-owning couples: An EFT view into their unique conflict culture. Contemporary Family Therapy, 26, 241-260. Danes, S. M. (in press). Tensions within family business-owning couples over time. Trauma, Crisis and Stress: An International Journal. OBJ. 3 Danes, S.M. (2005) Business conflict within family business-owning couples over time. Invited panel paper presented at USASBE Annual Conference. January 13-16, 2005, In 2005 USASBE Annual Meeting Proceedings. Indian Wells, CA. Schrank. The National Family Business Survey: Theoretical Model and Methodology. Invited panel paper presented at USASBE Annual Conference. January 13-16, 2005, In 2005 USASBE Annual Meeting Proceedings. Indian Wells, CA. Niehm, Miller & Fitzgerald (2005). Assessing the impact of managerial adjustment strategies on family business success over time. Invited panel paper presented at USASBE Annual Conference. January 13-16, 2005, In 2005 USASBE Annual Meeting Proceedings. Indian Wells, CA.. OBJ 3. Used 1997 adjustment strategies to predict who survived in 2000 and who was successful. Muske & Fitzgerald (2005). Copreneurs & time: Who leaves? Who stays? Invited panel paper presented at USASBE Annual Conference. January 13-16, 2005, In 2005 USASBE Annual Meeting Proceedings. Indian Wells, CA. OBJ 3 IFERA paper (submitted 1997-2000 data). The social responsibility of family business owners to their communities. Submitted by Margaret, George, Sharon and Holly for presentation in Sept. 2205 at the IFERA conference in Brussel. OBJ 2 and 3. One interesting finding was that there seemed to be more socially responsible activity on the part of business owners when the community was more vulnerable. ACCEPTED. Heck, Danes, Fitgerald, Haynes, Jasper, Schrank, Stafford. Role of family in family business entrepreneurship. Book chapter. (IFERA editors.) Family Business Research Handbook. Elgar Publishing Co. OBJ 3 In review. Muske & Fitzgerald. A panel study of copreneurs in business: Who enters, continues and exits? Under review at Family Business Review. OBJ 3 NRI proposal on impact of public policy on contributions of rural communities. George, Sharon, Kay S. (pure and impure altruism, estimate value economic and social contributions of FB, estimate impact of public policies on FB contribution to rural communities.) Not Funded. OBJ 3.