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How much money is a hardship?

Because of a recent state Supreme Court ruling, Wisconsin’s employers will be held to a higher standard for accommodating employees with disabilities than the federal law requires.
The federal Americans With Disabilities Act (ADA) requires employers to make reasonable accommodations for people with disabilities.
However, the state Supreme Court ruled last July 11 that the Wisconsin Fair Employment Act goes a step farther, requiring an employer to grant those accommodations unless the employer can prove that doing so would pose an undue hardship on the company.
The case, known as Crystal Lake Cheese Factory v. the Wisconsin Labor & Industry Review Commission (LIRC) and Susan Catlin, stemmed from a discrimination complaint filed in March 1998 on behalf of Catlin by the Wisconsin Coalition for Advocacy.
Catlin had been hired by the Crystal Lake Cheese Factory in Comstock in 1995. She worked in the company’s wholesale department as a cheese packer and department head.
However, Catlin was seriously injured in a 1996 non-work related automobile accident that rendered her a quadriplegic with limited use of her arms.
After 10 months of recovery, Catlin contacted the company to inquire about returning to her job. The company determined that it could not reasonably accommodate Catlin’s disability and told her she could not perform all of the functions of her job, including the pulling and stocking of cheese inventory.
The company determined it would incur $47,000 in costs for physical changes to its factory to accommodate an employee in a wheelchair. That monetary burden was an undue hardship, the company argued.
Catlin contended she could perform her job if certain physical changes were made in the workplace and if her job was modified to eliminate the physical duties.
The company refused to make the changes that would be needed to accommodate an employee in a wheelchair.
The LIRC, the Barron County Circuit Court and the Wisconsin Court of Appeals ruled that the company failed to prove that making such accommodations would be an undue hardship.
The Supreme Court, with a split 4-3 decision, upheld those rulings.
In the ruling, Justice N. Patrick Crooks wrote, "…We hold that requiring Crystal Lake to modify the job duties of Catlin and make physical modifications to the workplace was not unreasonable. With such reasonable accommodations, she would have the ability to undertake, adequately, her job-related responsibilities."
The ruling requires Crystal Lake to reinstate Catlin and compensate her for back pay and legal costs, which are still being negotiated.
The state’s ruling goes farther than the ADA standards and sets a precedent for the accommodations employers can be required to make for an employee with disabilities, according to attorneys who represent Wisconsin employers.
"I think all Wisconsin employers really have to be sensitive that their obligations under the Wisconsin discrimination law will be even greater than the federal law," said Robert Duffy, a partner at Quarles & Brady, Milwaukee, who represented Crystal Lake in the Supreme Court case.
"It puts employers in a difficult position of proving undue hardship," said Jesus Jose Villa, employment attorney at Michael Best & Friedrich’s Waukesha offices. "The order was that the job had to be restructured, and the other (physical) functions had to be thrown out. There’s a slippery slope here. She’s a cheese packer who can’t pack cheese.
"It just shifts the focus of the employers to have to prove why these essential functions are essential," Villa said. "The law requires them to be more flexible than the ADA (requires)."
Because of the Supreme Court’s ruling, Wisconsin employers need to reevaluate their strategies for complying with disability accommodation standards, Duffy said.
"The danger is you’ve got lots of employers operating under old assumptions," Duffy said.
An employer should seriously consider making any requested modifications to the workplace or a job description for an employee with a disability, Duffy said.
"Before denying any accommodation, understand the legal ramifications of doing so and be prepared to prove that it would have been a hardship," Duffy said. "You better have the proof necessary to establish hardship."
Patricia Lauten, an attorney at The Schroeder Group, Waukesha, has a different viewpoint of the Catlin case. While acknowledging that the case sets a precedent beyond the ADA, Lauten said it spells out a "common sense" roadmap for employers to follow for accommodating employees with disabilities.
"The goal is to keep people working. They (employers) have to make a reasonable inquiry as to what that person can now do, and absent a hardship showing, they have to accommodate that," said Lauten, who filed an amicus brief in support of Catlin on behalf of the Survival Coalition of Wisconsin, which represents several agencies advocating for people with disabilities. "I think where they lost (the Catlin case) was they never bothered to determine what she could or couldn’t do. They made an assumption, because she was a quadriplegic, that she couldn’t do her job anymore. They also didn’t show that it would be a hardship for
the company."
Anna Pepelnjak can speak from personal experience when assessing the impact of the Catlin decision. A partner at the Weiss Berzowski Brady law firm in Milwaukee, Pepelnjak recently lost an employment law case in Dane County in which the Catlin decision was cited as precedent.
In the case, a woman whose job was being eliminated requested another job with Pepelnjak’s client, the employer. The new job would have required extensive communication by telephone. Unfortunately, the woman had suffered profound loss of hearing.
The Catlin decision was used to justify a ruling in which the employer’s costs of buying expensive telephone equipment to help her function in the new job was not an undue burden, Pepelnjak said.
"They said, ‘Too bad, so sad.’ First, the court in Wisconsin requires that employers change the essential functions of their job to accommodate disabled employees," Pepelnjak said. "The only way an employer can escape is to show that it would be an undue hardship to do that. But the court gave no definition of undue hardship."

Jan. 9, 2004 Small Business Times, Milwaukee

Industrial tenants target Oak Creek, Franklin

Industrial tenants target Oak Creek, Franklin

Companies eager to locate near the freeway between the Milwaukee and Chicago markets are gobbling ip industrial sites in Oak Creek and Franklin.
Capstone Quadrangle, a Waukesha-based affiliate of Quadrangle Development Co., Bannockburn, Ill., has purchased 6.5 acres of land in the Creekside Corporate Park located south of Ryan Road near Interstate 94.
Capstone Quadrangle paid about $643,500 to buy the parcel from DeMattia Group, according to Michael DeMichele, director of development for DeMattia’s Milwaukee offices.
Capstone Quadrangle will construct a speculative, 102,000-square-foot, multi-tenant building at the site. The precast concrete building will be the home for light manufacturing, distribution and office space, according to Jon Packee, a broker for Grubb & Ellis
Boerke Co., the Milwaukee company that is marketing the site to prospective tenants.
"It’s an excellent midway point for companies doing business in northern Illinois and the Milwaukee area," Packee said. "There’s been a lot of activity and some big leases signed down in that area."
"Being near the freeway is huge for us down there," DeMichele said. "That’s why we’ve seen some pretty good activity down there. That’s what developers should be doing. They’re preparing for the (economic) turnaround. When things come back, they’ll be positioned to be part of it."
The Creekside Corporate Park is being developed with a tax incremental financing (TIF) district created by the City of Oak Creek.
A nearby company, Cummins Npower, a division of Cummins Inc., Columbus, Ind., plans to move from its current site at 9401 S. 13th St. to a new building being constructed less than a mile away on Ryan Road by February, a company spokeswoman said.
Also in Oak Creek, Henkel Surface Technologies of Madison Heights, Mich., has signed a lease to occupy 112,000 square feet in a vacant industrial building at 525 W. Marquette Ave.
The site will be used for warehousing space, according to a company spokesman who declined to disclose any further information about the firm’s plans.
Nearby, west of I-94 in neighboring Franklin, Packaging Corp. of America (PCA) is moving into 94,000 square feet of warehousing and manufacturing space in the Franklin Industrial Park at 4620 W. Basswood Dr.
PCA will be the first tenant in the 2-year-old building, where the company will manufacture and store corrugated packaging supplies, according to Larry Majercik, general manager of the plant.
The company will begin with 15 employees at the site and hopes to expand to 30 workers by the end of the year, Majercik said.
PCA, which is based in Lake Forest, Ill., will continue to operate its manufacturing facilities in Milwaukee at 5600 W. Good Hope Rd. and in Burlington, Majercik said.

Aug. 22, 2003 Small Business Times, by Steve Jagler of SBT

Animal hospital project advances

MEDC OKs $390,000 loan for development of new facility on brownfield

The business group building a new small animal hospital on Milwaukee’s east side have received a financial boost. The Milwaukee Economic Development Corp. (MEDC) recently approved a $390,000 loan for the project.
Veterinarians Pamela Geiken and Diane Bennetts are having the 6,200-square-foot hospital built at 2342 N. Newhall Ave. to replace their current animal hospital at 2163 N. Farwell Ave.
The new hospital will occupy the entire building and give the veterinarians more room than the Farwell Avenue site.
Scherrer Construction is putting up the hospital on a site of the former Milwaukee Waste Paper garage and processing facility. The property was abandoned after the paper company operated there for more than 60 years.
A property remediation uncovered foundry ash and solvents from a former adjacent dry cleaning operation. Additionally, the remaining structure had asbestos.
A number of government agencies have helped make the building project feasible. The state Department of Natural Resources provided a site assessment grant of $29,900. The state Department of Commerce provided a Brownfields Grant of $95,000 and a PECFA loan of $15,000. The MEDC also provided an $8,200 site assessment grant while a $40,000 brownfield grant has been requested from Milwaukee County.
The $390,000 loan for the building project will be made to ESV, LLC, for the Small Animal Hospital, LLC. US Bank is also participating in the project, which has a total cost of $1,381,100.
Other loans
In other action at its Aug. 4 loan committee meeting, the MEDC approved a $72,000 loan for Umoja, LLC, for the Subway Restaurant at 2244 N. Dr. Martin Luther King Jr. Dr. in Milwaukee.
Walter A. Buckman is the majority owner of the franchised Subway and will lease approximately 1,900 square feet of space for the restaurant.
The MEDC loan will be used for leasehold improvements, equipment purchase and working capital.
State Financial Bank is also participating in the $180,000 project.

Anton and Teri Scorsone received a $120,000 MEDC loan for their Scorsone Automotive Inc. business at 7200 W. Good Hope Rd. in Milwaukee.
The Scorsones will use the funds to help finance purchase of a 4,400-square-foot building at the Good Hope Road location. The facility is larger than the one the business now operates from.
They will then move their business to the site from its current location at 12730 W. Capitol Dr. in Brookfield.
The business handles auto and truck repair and maintenance.
Milwaukee Western Bank is also helping to finance the $300,000 project.

Wrought Washer Mfg. Inc. received a $375,000 MEDC loan to help it consolidate from two locations to one.
The funds will be used to improve efficiencies at its Milwaukee site, at 2100 S. Bay St., to accommodate additional machinery and to pay for equipment relocation costs from its Pleasant Prairie facility in Kenosha County.
Wrought Washer started at the Bay Street site more than 100 years ago. It added the Pleasant Prairie site in about 1990. With excess capacity, the company is now consolidating.
About 25 jobs will be brought to the Milwaukee location.
Wrought Washer supplies flat and formed washers and is the largest domestic manufacturer of steel washers and related metal stampings.
Fleet Capital Corp. is also participating in financing of the $750,000 Wrought Washer consolidation.

HH&H Printing, doing business as SyNet Media in Milwaukee, received a $338,000 MEDC loan to help start up its operation. The company will purchase a Heidelberg NexPresss printer as well as most of the assets of Stark Images in Milwaukee.
SyNet, at 1319 N. Dr. Martin Luther King Jr. Dr., will focus on short-run and variable data color printing, specializing in interactive marketing.

Carlin Sales Corp. received a $918,000 Small Business Administration 504 loan through MEDC, for purchase of a 75,195-square-foot building on 6.4 acres at 8170 N. Granville Woods Rd. in Milwaukee.
The company is a distributor of nursery and garden supply items.
Ozaukee Bank is also helping finance the $2.3 million project.

Alverno names new president

Alverno names new president
Seton Hall official will replace Sister Joel Read

The executive vice president for administration at Seton Hall University in South Orange, N.J. will become the new president of Alverno College in Milwaukee.
Mary Meehan, Ph.D., will take office at Alverno in the spring, with Sister Kathleen O’Brien, Ph.D. assuming the role of interim president until that time. O’Brien is currently the college’s vice president for academic affairs.
Meehan had served as the VP and assistant to the president for five years at Seton Hall University, an independent Catholic university, before being promoted to the position of executive vice president.
In her current capacity, she has been responsible for advancement, alumni affairs, compliance, enrollment services, finance, human resources, information technology, legal affairs, marketing, physical plant, public relations and student affairs.
While at Seton Hall, Meehan built a top-rated administrative leadership team; led the school to completion of its second five-year strategic plan; designed a one-stop service program for admissions, financial aid and the registrar; and implemented a comprehensive university-wide compliance system.
Fiscally, she has streamlined the university’s receivables, improving its bond ratings substantially. Meehan also led the university through the recovery process after a devastating campus fire in 2000.
Meehan helped pave the way for the opening of a nationally recognized School of Diplomacy entirely through operating surplus.
Meehan earned her bachelor’s degree in sociology, her master of arts in rehabilitation counseling and her doctorate in higher education administration from Seton Hall University. She also earned a master of science in health policy and management from New York Medical College in Valhalla, N.Y. She is a member of Kappa Delta Pi, the American Association of Higher Education, and numerous boards and committees.
Prior to her role with Seton Hall, Meehan spent the majority of her career in health care. She began as a rehabilitation counselor and quickly advanced to chief executive officer in the mental health field, serving at a variety of hospitals and clinics on the East Coast. She served as COO of St. Mary’s Hospital in Passaic, N.J., a 251-bed acute care community hospital specializing in mental health care, and CEO of St. Vincent’s Medical Center in Harrison, N.Y.
"Alverno is extremely fortunate; Milwaukee will soon see the powerful leadership this community has just gained in Mary," said board of trustees Chairman Gary Grunau. "She is dynamic, insightful, highly intelligent and one of the most genuinely caring people I have met. Mary is simply second to none in the skills and experience she brings to the table," he said.
Sister Barbara Kraemer, provincial coordinator for the School Sisters of St. Francis, the founding order of Alverno College, said, "We look forward to the opportunity to join with Dr. Meehan and the faculty and staff as they continue to create a strong community of learning for women. Also, we express our gratitude to Sister Kathleen O’Brien for her willingness to serve as interim president."
Meehan said she is eager to begin her role as Alverno’s next president.
"I am absolutely thrilled to have this opportunity," says Meehan. "I first learned of Alverno as a doctoral candidate while studying model educational assessment programs. Sister Joel Read has clearly led Alverno College to national prominence with her extraordinary vision and leadership, and I am ready to ensure that the reputation of this top-ranked college continues to grow even stronger."

Aug. 22, 2003 Small Business Times, Milwaukee

Concordia Universtity expands foundation board to accelerate planning

Concordia Universtity expands foundation board to accelerate planning

Six new members have been added to the Foundation Board of Concordia University Wisconsin in Mequon as part of an effort to accelerate strategic and campus master plan ideas such as the Lake Michigan bluff restoration project, and implement expanded programming, university president the Rev. Dr. Patrick T. Ferry said.
"Concordia has truly come to a crossroad in its growth where in order for us to be able to improve our physical campus with such monumental projects as the bluff restoration and expansion of our programming we need a strong foundation board to support us with our fundraising and planning efforts," said Ferry.
"This talented Foundation Board which we’ve assembled, under the direction of board chairman Terry M. Donovan, retired vice president, UPS, E-Ventures, Duluth, Ga., will give us a nationwide business support network to help us grow to a new level which we can all be proud of as an institution of higher learning."
New members include:
Richard C. Vie, chairman and chief executive officer of Unitrin, Inc., Chicago – Vie joined the Unitrin group of companies in 1983 as president of United Insurance. He currently serves on the board of directors for Valparaiso University and For the Sake of the Church. A former Navy pilot, he attended the University of Missouri, Columbia and St. Louis University, St. Louis.
Brother Robert (Bob) Smith, president, Messmer Catholic Schools, Milwaukee – Smith also serves on the Bradley Foundation Board, Children First America Board, National Catholic Educational Association Executive Committee, Capuchin Soup Kitchen Board (Detroit), Mount Mary College Board, University School of Milwaukee Board, and Milwaukee Institute of Art and Design Board.
John J. Stollenwerk, president, Allen-Edmonds Shoe Corp., Port Washington – Stollenwerk serves on the board of several other prominent organizations including U.S. Bancorp, Northwestern Mutual, Badger Meter, Koss Corp., the United Performing Arts Fund (UPAF), Froedtert Lutheran Hospital and United Way. In addition, he is the chair of Marquette University’s Magis Campaign, and one of the founding members of PAVE (Parents Advancing Values in Education), a program that involves parents in the education of their children.
Dale P. Kramer, retired chief executive officer and president Shopko Stores, Inc., Green Bay – Kramer served as chief executive officer and president until March 1999 and chairman of the board until March 2000.
Michael White, chairman and chief executive officer of Rite-Hite Holding Corp., Milwaukee – White also currently serves on the board of directors for Junior Achievement of Wisconsin, YMCA of Metropolitan Milwaukee, Blood Center of Southeastern Wisconsin, Park Bank of Milwaukee, Milwaukee World Festivals, Facilitator Capital Fund, InfoNXX Corp., BoltzUSA.com and Interlochen Center for the Arts.
Bruce Gilbert, founder and chairman of Cedar Lake Sand and Gravel, Inc., Hartford, and Pioneer Materials, Hartford; co-founder of Diversified Unlimited, Watertown, and Dodge Concrete Inc., Watertown.
Other current members include: Vice Chairman Warren B. Twietmeyer, marketing consultant, Cedarburg; Theodore W. Batterman, retired chief executive officer, Spacesaver Corp., Fort Atkinson; Dean W. Fitting, president and CEO, Ozaukee Bank, Cedarburg; Jon R. Schumacher, retired executive vice president and director, Bank One, Milwaukee; Allen J. Prochnow, Concordia University Wisconsin vice president of Finance & Administration; Duane H. Hilgendorf, Concordia University Wisconsin vice president of Advancement, and the Rev. Dr. Patrick T. Ferry, CUW president. Philip Meinzen, assistant to Ferry, also serves as advisor to the board.

Aug. 22, 2003 Small Business Times, Milwaukee

SBA loans

SBA loans
The U.S. Small Business Administration approved the following loan guarantees in July:
Able Access Transportation, 7045 N. 45th St., Milwaukee, $109,140, Legacy Bank;
Action Graphics, 5201-5207 N. 125th St., Butler 53007, $472,500, US Bank;
American Heat Treat Furnaces, 9710 W. Flagg Ave., Milwaukee 53225, $70,000, State Financial Bank;
Award Manufacturing, S81 W18561 Gemini Dr., Muskego 53150, $56,000, Citizens Bank of Mukwonago;
Big Apple Bagels, 5902 75th St., Kenosha 53142, $55,000, M&I Marshall & Ilsley Bank;
Buckley Tree Service, 1700 S. Johnson Rd., New Berlin 53146, $130,000, Wisconsin Business Development Finance Corp.;
Caffe Kita, 726 Michigan Ave., Sheboygan 53081, $80,000, Associated Bank;
C&J Trenching, 7006 N 85th St, Milwaukee 53224, $25,000, US Bank;
Cold Stone Creamery, 2500 N. Mayfair Rd., Wauwatosa 53226, $283,000, Imperial Bank;
Culver’s Restaurant, 5501 N. Fond du Lac Ave., Milwaukee 53216, $1,299,000, Stearns Bank;
Darling Dental, 350 W. Green Tree Rd., Glendale 53217, $167,334, St. Francis Capital Corp.;
Dolphin Consulting, 3210A N. Humboldt Ave., Milwaukee 53212, $10,000, US Bank;
Downtown Beverage, 142 N. Main St., Hartford 53027, $275,000 and $10,000, M&I Marshall & Ilsley Bank;
El Camino, 823 Michigan Ave., Sheboygan 53081, $188,000, Community Bank & Trust;
Envy, 3550 S. Moorland Rd., New Berlin 53151, $50,500, M&I Marshall & Ilsley Bank;
Eric’s Porter Haus, 229 Wisconsin Ave., Waukesha 53186, $25,000, Capital One Federal Savings Bank;
Heart Lite Enterprises, 2705 Bartels Dr., Racine 53406, $140,000, Stearns Bank;
Jackson Feed And Pet Supply, W208 N1670 Center St., Jackson 53037, $50,000, West Bend Savings Bank;
JDS Citgo Mart of Twin Lakes, 410 N. Lake Ave., Twin Lakes 53181, $150,000, M&I Marshall & Ilsley Bank;
Jim Weinbauer Construction, W7571 Plank Rd., Glenbeulah 53023, $35,000, Capital One Federal Savings Bank;
Johnson Sand & Gravel, 20685 W. National Ave., New Berlin 53146, $700,000, Associated Bank;
JT Bones, 801A E. Capitol Dr., Milwaukee 53212, $300,000, Legacy Bank;
Lakeside Mechanical, 3224 Playbird Rd., Sheboygan 53083, $50,000, Wells Fargo Bank;
Legacy Funeral Services, 2974 Main St., East Troy 53120, $530,000, First Citizens State Bank of Whitewater;
Lincoln Bakery, 1023 W. Lincoln Ave., Milwaukee 53215, $17,000, US Bank;
Lippart-Olson Funeral Home, 1132 Superior Ave., Sheboygan 53081, $73,000 and $125,000, Associated Bank;
Meadow Brook Mobil, 1512 W. Washington St., West Bend 53095, $50,000, Associated Bank;
Pack & Ship Plus, Ruby Isle Plaza, Brookfield 53005, $131,500, Legacy Bank;
Precision Equipment & Repair, 119 Oakton Ave., Pewaukee 53072, $50,000, Capital One Federal Savings Bank;
Retail Service Group, N169 W21111 Tower Dr., Jackson 53087, $418,000, US Bank;
Roast, 2132 E. Locust St., Milwaukee 53211, $10,000 and $40,000, M&I Marshall & Ilsley Bank;
Rose’s Nails, 7957 W. Wind Lake Rd., Wind Lake 53185, $30,000, First Banking Center;
Russell Associates, 3780 Dominic Dr., Brookfield 53045, $50,000, Bank Mutual;
Share Building Products,
536 Main St., Allenton 53002, $300,000, Community Bank & Trust;
Spirit of 76 Veterinary Clinic, 7606 W. Lincoln Ave., Milwaukee 53219, $25,000, US Bank;
Srock Drywall & Painting, W2165 Shamrock Dr., Sheboygan 53083, $150,000, Associated Bank;
Steel Rule Diemasters, 153 N. Milwaukee St., Milwaukee 53202, $296,467, St. Francis Capital Corp.;
Stephens Designs, 880 S. Janesville St., Whitewater 53190, $210,000, First Citizens State Bank of Janesville;
Subway, 948 Center Ave., Oostburg 53070, $99,000, Oostburg State Bank;
Timetech USA, 1590 Wildwood Rd., Whitewater 53190, $50,000, First Citizens State Bank of Whitewater;
TLC Homes, 633 St. Clair Ave., Sheboygan 53082, $100,000, Community Bank & Trust;
Torhorst Brothers Pharmacy, 3433 Douglas Ave., Racine 53402, $60,000and $204,500, M&I Marshall & Ilsley Bank.
Aug. 22, 2003 Small Business Times, Milwaukee

MATC program helps employees learn, hone management skills

MATC program helps employees learn, hone management skills

Mark Wenzel holds a degree in architecture from the University of Wisconsin-Milwaukee. But as a production and facility manager for Danfoss Inc. in Milwaukee, he felt the need for more business management knowledge.
He’s been getting that knowledge through the Forward Management program at Milwaukee Area Technical College — a program that will start its 13th year this fall.
"It’s an exceptional program for adults looking for more education in leadership and management," says Wenzel, who needs just one more class to complete the MATC program. "There’s no fluff to it. You can apply everything you learn to your own job. In fact, class projects are based on our on-the-job problems, so we can take solutions back to work."
MATC serves about 60,000 students per year who attend its four campuses, numerous evening centers and distance-learning programs.
Among approximately 170 different degree and certificate programs, the school offers Forward Management, a program for working adults who feel the need to improve their management skills. That specific course of study leads to an Associate of Applied Science in Supervisory Management degree.
The program is taught at MATC’s North and South campuses in Mequon and Oak Creek and is composed of an accelerated series of evening courses scheduled back to back. By attending one class per week, year-round, students can earn their degrees in two-and-a-half years.
Wenzel decided to go through the program because, even though he had earned a degree in architecture from UWM, he didn’t have one in business management. "I wanted to gain the knowledge and experience in this area because it would be beneficial to my job. The program has been extremely good in preparing me for things I encounter here at Danfoss. It’s a real knowledge transfer – doing while learning; applying what we learn in a hands-on environment."
He says the instructors are working professionals in their fields, not full-time teachers. "They are real life, hands-on people teaching, real-life hands on methods."
According to Michael Halloran, MATC instructor and program coordinator, the curriculum includes six-week sections covering 14 core subjects: supervision, personal skills for supervisors, managerial communications, business organization and management, human resources management, legal issues for supervisors and leadership development.
Courses in diversity and change management, team building and problem solving, math processes, business finance and budgeting, project management, managing for quality, and safety in the workplace round out the rest of the program.
In addition to the core subjects, classes in microcomputers in business, English, psychology, economics, and sociology are also required to earn the degree, but can be scheduled at the students’ convenience.
"The program will be 13 years old in September," says Halloran, "and was started at the request of Milwaukee businesses that saw a need for better management. We consulted with them and designed it for entry-level personnel, supervisors and mid-level managers who wish improve their management skills. And we set up a 13-member advisory council representing Milwaukee companies. We meet regularly with to get their important input," he says.
According to Halloran, classes meet four hours one night a week or on Saturday mornings. Because the classes meet year round they aren’t restricted by the traditional college calendar.
"While students spend less time in class, they spend more time in independent and group study. They get to learn and study with other experienced workers and are exposed to their knowledge and expertise, which makes it an important component of the learning process," he says.
"All of the training and education is keyed to developing leadership, facilitation and team skills," he explains.
Halloran says that 35 groups, composed of about 25 people each, have gone through the program in its 13-year existence. The average student is 35 years old, but younger students and some who were 60 or older have earned their associate’s degrees.
"We’ve got a proven track record of student achievement," he says. "More than half of our Forward Management participants move on to a four-year college after they complete their associate degree. Private four-year colleges in the area accept the program’s credits.
"This program is a commitment that can definitely pay off," says Halloran. "We recently graduated a woman who worked for an insurance company. They recognized her progress in our program by promoting her three times."
Christine Brogli is another program participant. She’s about half-way through and thinks the course of study is "excellent." Brogli, an office manager at Lakeside Stoneworks in Cedarburg, says she’s a working adult with a family.
"This scheduling of the classes allows me to get an education and still have a family life. I’m finding the program to be extremely beneficial; I’ve learned a lot. I’m gaining knowledge on how to be a better manager, how to motivate individuals, how to handle conflict," Brogli says.
"And it’s a way for me to network with similar individuals going through the course. I’ve developed some good friendships. I can call on them with problems for their input. I did so recently with a human resources problem here and they gave me helpful ideas.
"The program is very satisfying and it’s challenging me personally and professionally," Brogli says.
Brogli says she is now planning on going on to a four-year college to earn her degree, she says.

Aug. 22, 2003 Small Business Times, Milwaukee, by Jodan Fox, for SBT

Clifton Gunderson announces new Wisconsin leadership

Clifton Gunderson announces new Wisconsin leadership

The Clifton Gunderson accounting firm has promoted Theodore E. Hart and Laurence A. Totten to managing positions for it’s Wisconsin operations.
Theodore E. Hart has been named managing partner of the firm’s Wisconsin practice. Of Clifton Gunderson’s 50 offices across the county, Hart will be managing the 15 Wisconsin locations.
"We’re excited about the opportunity for enhanced service available to our clients through the consolidation of our Wisconsin management team," Hart commented. "It will allow us to provide a wealth of services seamlessly to our clients."
Hart has been with Clifton Gunderson for more than 25 years, was most recently the partner-in-charge of the southeastern Wisconsin operations, and has previously served as the firm’s chairman of the board.
Totten, also with Clifton Gunderson for more than 25 years, is the newly named associate managing partner of Wisconsin Operations. He will be responsible for financial management, marketing and administration.
Totten was most recently the partner in charge of Clifton Gunderson’s Northwest and Central Wisconsin operations.
Clifton Gunderson has also announced these promotions: Paula Bales to senior assurance associate, Kimberlee Boyce to senior software specialist, Mark Gremer to senior technology specialist, Bryan Laabs to assurance manager, Kelly Schroeder to senior assurance associate and Gregory Wilterdink to tax manager.
Meanwhile, Clifton Gunderson Technology Solutions, a division of Clifton Gunderson LLP, has promoted Jeffrey T. Lemmermann to senior manager in the technology consulting division.
Lemmermann has more than nine years of experience specializing in the design and implementation of network systems, and has obtained the American Institutions of Certified Public Accountant’s Certified Information Technology Professional designation.

Aug. 22, 2003 Small Business Times, Milwaukee

Business Notes

Business Notes

HVC has new offices
The custom magazine publisher and marketing communications firm High Velocity Communications LLC has located to its new offices in Waukesha. The company is now headquartered in a two-story, stand-alone building at 2444 N. Grandview Blvd.
The firm publishes several corporate-sponsored magazines for the Fortune 100 company Caterpillar Inc., and is in the final stages of discussion with two other large companies about publishing their custom magazines.
"Custom magazine publishing is our primary focus," states Tim O’Brien, High Velocity Communications president, "but the broad experience of our staff equips us to deliver a wide range of advertising and marketing communications services."
Additionally, High Velocity provides strategic planning, collateral materials, public relations and other marketing communications services to Caterpillar and several other companies.

Two new publications launched in Milwaukee
Two new publications with targeted niche audiences are being launched to serve the Milwaukee area.
The Driver’s Key is a free weekly magazine offering readers a resource to shop the metropolitan Milwaukee used-car market.
Milwaukee Home, a bi-monthly publication set to hit area newsstands in January, showcases style and fine living and is aimed at affluent residents in southeastern Wisconsin.
"Unlike many other car sales publications, The Driver’s Key is attractively designed in color throughout," said Charles Kubiak, the magazine’s publisher. "We include full color photos of every vehicle listed. The book is organized alphabetically by make and model, making it easy for readers to find a particular vehicle and compare pricing."
Vehicles listed in the magazine are all located within southeastern Wisconsin. The magazine is distributed each Friday to racks at more than 1,000 locations including grocery stores, gas stations, drug stores, and other highly frequented locations.
The Driver’s Key is published by Keychain Publications Inc., and is based on a relatively new business model that has proven successful in other Midwest markets, Kubiak said. Its exclusive focus is on increasing used car sales for automobile dealerships.
Kubiak said two of the distinguishing aspects of The Driver’s Key are its highly targeted distribution system and its use of call tracking to measure each ad’s effectiveness.
Milwaukee Home will be published by Trails Media Group, which also publishes Wisconsin Trails and Corporate Report Wisconsin.
"The new magazine will celebrate the great style and fine living of Milwaukee-area residents," said Milwaukee Home publisher Anita Matcha. "It will be filled with stunning photographs showcasing Milwaukee’s newest design trends, beautiful landscapes and inspiring homes. Every issue will also profile noteworthy architects, builders and interior designers that are helping to make fine living a reality for those who live in the Milwaukee area."
Trails Media, which is based in Black Earth, plans to open a sales and editorial office in Milwaukee for the magazine.
New Cudahy facility
to host hocky tourney
USA Hockey has awarded the Spring 2005 Women’s National Championships to the Powerade Iceport, which is being constructed south of Layton Avenue in Cudahy.
The 2005 event will be the first time Wisconsin has hosted a national hockey tournament. The $25 million, 200,000-square-foot Powerade Iceport is scheduled to open in the summer of 2004 as one of the nation’s largest ice facilities, with five skating rinks.
Pewaukee, Vancouver firms form partnership
Pewaukee-based BroadLook, developer of BroadLook business research software, has formed a partnership with MaxHire Solutions of Vancouver, British Columbia, developer of MaxHire applicant-tracking software. The partnership allows BroadLook 2.2 to export sales leads directly to MaxHire.
"Until now we have not found an effective research tool for generating quality sales leads," said Peter Blitz, president of MaxHire (www.maxhire.com.)
Donato Diorio, president of BroadLook (www.broadlook.com), said, "We are excited about the MaxHire integration of BroadLook. This integration provides MaxHire’s customers with seamless access to sales leads and business research mined by BroadLook 2.2. This will help MaxHire’s customers expand their recruiting and marketing efforts."
Kenosha author’s book focuses on inventory
"Inventory Accuracy: People, Processes, & Technology" is the newly released book by David J. Piasecki of Inventory Operations Consulting LLC, in Kenosha.
The book provides a comprehensive treatment of inventory accuracy in distribution, fulfillment and manufacturing environments. Topics covered include cycle counting, physical inventories, process evaluation, training, accountability, and various technologies including bar codes, voice technology, RFID and light-directed systems.
In addition to being published in numerous industry magazines, he also publishes materials on his website, www.inventoryops.com.
More information, including sample pages, table of contents, complete glossary, and ordering information can be found at www.accuracybook.com.

Phoenix releases new explosion-proof lights
Phoenix Products Co. has released the LFX Series explosion-proof fluorescent fixture with biax lamping options.
Both the 40- and 55-watt biax lamp fixtures deliver more light than the standard T-12 4-lamp, 40-watt fixture. The 40-watt biax fixture has 22% more light, and the 55-watt biax offers 74% more light, respectively.
A 2-lamp housing also means lower maintenance costs, fewer parts to replace and easy one-person installation. The biax lamp is an attractive option for use in venues such as chemical plants, drilling rigs, refineries and paint spray booths.
Founded in 1892, Phoenix Products Co. (www.phoenixproducts.com) manufactures durable lighting products and specializes in mining, marine, industrial, architectural and dock lighting. The company is at 6161 N. 64th St. in Milwaukee.
Skating skills business started in West Allis
The Pettit National Ice Center has a new tenant, as former Olympian David Cruikshank is launching his David Cruikshank Power Skating & Conditioning LLC venture at the West Allis site. The venture focuses on the development of effective, high-performance skating skills for hockey players and skaters. Further information is available at dcpowerskating@mindspring.com.

MC2 expands into Cedarburg market
Mobile Communications Consultants (MC2) of Milwaukee has expanded into the Cedarburg area. "We saw a definite need for a customer-focused wireless retailer in the Cedarburg/Grafton area," said Jason Kayzar of the downtown Milwaukee company.
MC2 offers five wireless carriers, including Nextel, AT&T Wireless, US Cellular, Sprint and Verizon. Quentin Forseth is the manager of the new store in the Cedarburg Square office complex at W62 N244 Washington Ave.
Precision Hobby Tools develops multi-use saw
Precision Hobby Tools of Hubertus has added a new saw product to its family of specialty tools used in the woodworking, model-making and prototyping markets. Called the Wonder-Cut, the new saw is a multi-purpose, multi-angle saw that combines the cutting effects of a hack saw, scroll saw and coping saw in one unit. The cutting blade is made by Precision Hobby Tools (www.precisionhobby.com) using a proprietary process, said company owner Loretta Roetz.

Aug. 22, 2003 Small Business Times, Milwaukee

Personnel file

Edward Purcell has been named director of marketing at Welman Architects in Waukesha. Purcell has been involved in various aspects of construction and design-related industries for more than 25 years. For the 15 years before joining Welman, he operated his own business, EPAP, and was employed by HNTB before that.

Gary P. Yates has been named vice president, specialized transportation, for ACE World Wide Moving & Storage Co. in Milwaukee. He will work out of the company’s Evansville, Ind., office, responsible for sales and customer relations development for ACE’s Specialized Transportation business throughout the US and Canada. That includes moving and storage of highly sensitive electronics and medical equipment, tradeshow exhibits, fine arts/museum artifacts, store fixtures and other general commodities that require special care. Yates had been director of sales support for Atlas Van Lines in Evansville prior to his move to ACE. He spent five years in business development, customer service and training in the banking industry before taking the position at Atlas. Prior to that, he served more than 20 years with the U.S. Air Force.
Brian Biernat has been appointed director of community development for the Village of Saukville. He spent 10 years working for the City of Milwaukee Department of City Development and most recently was a collateral asset manager for Bank One Corp. Biernat earned his baccalaureate degree in geography from UW-Milwaukee in 1987.
John Lubotsky, former owner of Warehouse Shoes, has recently joined Briohn Building Corp. as director of business relations. Lubotsky and Briohn Building have been partners in both industrial developments and with many Warehouse Shoes’ retail projects over the past 20 years.
Wauwatosa Savings Bank has promoted Collette Kendzierski to deposit operations administrator. Her previous positions were deposit systems analysis manager and assistant branch manager of the Oak Creek office. Therese Pekar has been named administrator of the corporate call center, a new division of the bank. Her previous position was manager of the deposit-servicing department. In addition, Kelli Glatczak has been promoted to manager of the Deposit Servicing Department. Kendzierski, Pekar, and Glatczak are based at the Corporate Center at 11200 W. Plank Ct. in Wauwatosa.
Christopher J. Berens has joined Associated Trust Company as vice president and senior business development officer. Berens earned a B.A. in business administration from UW-Milwaukee.
Erin Reising has been named director of business development at Trivera in Menomonee Falls. Reising previously worked for Stark Media, Laughlin Constable and Trisept Solutions.
Doreen Lettau has been named senior account manager for Scheibel Halaska, a Milwaukee-based marketing and business communications firm. Prior to joining Scheibel Halaska, Lettau was the director of market and business development for Kelch Corp. in Sheboygan Falls. During her 17-year tenure with Kelch, she held several sales and marketing leadership positions. Lettau attended the University of Wisconsin and continued her studies with Hecht & Associates, an advanced business and leadership educational firm located in Santa Clara, Calif.
The Equitable has promoted Lisa Pellegrini to marketing manager. Pellegrini has a bachelor of arts degree in graphic design with an advertising minor from UW-Whitewater. After working at another financial institution as the marketing assistant she joined Equitable in September of 1997 as the marketing specialist.
The Trainor/Frank & Associates recruiting firm has added Frederick Schmitt as a business development associate. Schmitt spent more than 20 years in the local manufacturing industry.
Gary R. Gapinski has joined
DBI Inc. in Pewaukee as director of sales. He has 13 years of experience in the design build industry.
Red Brown Kle’ Marketing Communications has hired Kedric Lewis as project manager for the Milwaukee agency. Lewis previously worked with GMR Marketing in New Berlin as an event coordinator. Lewis earned his bachelor’s degree and master’s degree in advertising at the University of Illinois-Urbana-Champaign.
Glenn Savoie has been hired by Ruekert/Mielke, Waukesha, as an engineering technician in the firm’s civil/municipal department, CAD group. Savoie previously was employed by the Wisconsin Department of Transportation as a CADDS specialist.
Karen Pride Garvin has joined Creative Marketing Resources in Milwaukee as public relations manager. She most recently worked at Strive Media Institute, Milwaukee, as a media advocacy consultant and before that spent several years as the first civilian public information officer of the Milwaukee Police Department and the department’s only public relations manager. She worked at WTMJ-AM and WTMJ-TV as an assignment editor, researcher and special events coordinator. Garvin attended Northwestern University, the University of California, Los Angeles, and the Sorbonne, University of Paris.
Natalia Radicevich has joined the LePoidevin Rickinger Group advertising and public relations agency, Brookfield, as an art director. She has more than eight years of professional graphic arts design experience, most recently with Modus Operandi Design, a Milwaukee advertising agency. She studied art and history in New York, Paris and London through Parsons School of Design and earned a fine arts degree from the Milwaukee Institute of Art and Design.
Cynthia Marsh has joined Brady Marketing Group, Menomonee Falls, as a public relations account supervisor. She has more than 20 years of experience in journalism and public relations, working as a reporter and editor for daily papers in Wisconsin and Michigan and providing writing and public relations assistance to companies in the Cincinnati and Pittsburgh markets. She also was public relations manager for a Michigan library system. She holds a bachelor’s degree from the University of Michigan.
In Tandem Theatre has named Chris Flieller the company’s artistic director. As co-founder of the organization, Flieller has performed the duties of artistic director since In Tandem began in 1998. He had been assistant master electrician at the Skylight Opera Theatre.
Jim Haught of Germantown has been named managing editor of Scale Auto, a magazine for car modelers published by Kalmbach Publishing Co. in Waukesha. Haught joined Kalmbach in April 2002 when he was named associate editor of FineScale Modeler, a sister hobby publication. A lifelong modeler, Haught owned a freelance editorial company for two years before joining Kalmbach. From 1993 to 2000, he edited Model Aviation.
Dick Laabs has been named chief operating officer at FlexBen Corp. in Mequon, a new position. Laabs had been at MRA-The Management Association, in Pewaukee.
Kevin M. Hickman has been
promoted to marketing director at J.P. Cullen & Sons, based in Janesville. He has a bachelor’s degree in marketing from
UW-Whitewater.
Lois Yonash has been promoted to vice president, relationship manager – trust, at Johnson Trust in Milwaukee. Yonash joined Johnson Trust in 1998 at a tax trust officer in Madison. She became assistant vice president trust tax officer in 1999 and moved to Milwaukee as assistant vice president relationship manager-trust last fall. She holds a bachelor’s degree in business administration and an MBA in finance from Edgewood College in Madison.
Johnson Bank has promoted Patrick Gosa to assistant vice president mortgage sales manager, working in the Milwaukee, Green Bay and Sheboygan County markets. Gosa joined Johnson Bank in January as assistant vice president senior mortgage loan officer in Waukesha. He holds a bachelor’s degree in administrative management from UW-Oshkosh.
Chicago Title Insurance in Waukesha has promoted James Ystesund to area sales manager. He had been business development manager, and holds a master of project management degree from the Keller Graduate School of Management, and a bachelor’s degree in business administration from UW-Milwaukee. He has been with Chicago Title Insurance for five years.

Aug. 22, 2003 Small Business Times, Milwaukee

The first big sale – Your Businesss Plan

The first big sale
A business plan is an advertisement for your idea; make sure it reads well

By Robert Grede, for SBT

Recently, I have been seeing more and more entrepreneurs striking out on their own. They have accumulated skills and experience over time and have amassed a fair cadre of friends and acquaintances who encourage their independent streak. So they decide to slap together a business plan and take the plunge.
And I weep for the outcome.
Skills acquired through years of work experience do not often translate well into a business plan. Not for lack of a good idea nor for a perceived need. No, the plans are simply poorly written.
No matter how creative your new product may be, no matter how great the need for your services in the marketplace, you will have difficulty obtaining the necessary funding without a well-written plan.
My brother, Don, is a partner in The Aspen Alliance, a Colorado-based venture capital firm specializing in expansion strategies for the entrepreneur. He reviews, on average, about 30 business plans each week. Most get a cursory glance before they hit the round file.
"The worst are written by lawyers," he says. "But accountants come a close second."
Skip the legalese – too hard to plow through. And while accountants are necessary to assure your pro-forma statements are accurate, they typically lack luster in their prose.
Business plans are an advertisement for your company idea. And while I acknowledge my bias, the best are written by advertising professionals, those who understand how to snag a reader with the primary benefit up front, the supporting data clearly labeled, the call to action at the end.
The well-written plan will garner notice among heavy hitters (those debt and/or equity providers who aren’t funding a friend or brother-in-law). It will demonstrate to the reader how serious you are about your company idea. And it is well worth the investment if your plan gets you the funding you require.
This is not to say your plan will never be funded without professional help. But the odds are longer, that’s all.
When developing your plan, you can cut your expense dramatically if you do most of the legwork yourself. Begin with an outline. I have found that most fill-in-the-blank software is a waste of money, and while many accounting firms have standard formats you can use, they carry an accounting bias, emphasizing the numbers more than intangible factors.
Here is a basic outline I use with my students. It is suitable for any business, whether new or expanding, a manufacturer, distributor or consumer service.

1. Executive summary
A one-page summary with a 25-word (or less) explanation of your product and its primary benefit. Devote most of this page to the financing sought and its payback schedule.

2. The industry, the company, the products
An analysis of your industry and how you fit in it.

3. The market
An analysis of market potential and trends, your target customers, competition, and most importantly, realistic sales estimates.

4. The marketing strategy
Your business begins with customers. How will you get them? How will you position your company in the marketplace, price it, distribute it and promote it?

5. The operations
A brief description of operations, facility requirements, management organization and support services (your accounting and law firms, and any other advisory services). Included in this section is a lengthy description of the management team and their past experience, with resumés.

6. The risks
An analysis of customer risks, labor and raw materials availability, economic factors, changes in technology, and government regulations affecting your company.

7. The financial statements
Pro forma balance sheet, income statement and cash flow analysis. Be sure to include ALL assumptions.

8. The financing
The call to action: the amount of debt and/or equity funding required, it’s use and payback schedule.

"The biggest mistakes I see in business plans are a lack of focus on management," says Ed Vieira, partner in The Aspen Alliance. "We assume your idea is sound. We assume your numbers make sense. We want to know who is going to manage the money."
"We also find many plans lack an end game," adds Grede. "What’s the payback schedule? How will investors get paid out? And when?"
Got a hankering to start a new company or expand your current one? Begin with a well-written business plan, one that advertises you and your company to the debt and equity marketplace.

Robert Grede teaches Entrepreneurial Management at Marquette University. He develops business plans for companies in a wide variety of industries. www.thegredecompany.com

Aug. 22, 2003 Small Business Times, Milwaukee

Salon owner develops The Guitar Bar

Salon owner developing The Guitar Bar

Small entertainment venue coming to Milwaukee’s Water Street district
A Milwaukee business owner is in the midst of turning what had been a hair salon into an intimate musical venue where small ensembles can entertain downtown music patrons.
Turning what is now a hair salon into a nightspot presented entrepreneur Donnis Briesath with logistical and regulatory hurdles.
The Guitar Bar, located at the southwest corner of Water Street and Juneau Avenue, will feature a custom-built guitar-shaped bar and a small performance stage.
Briesath has moved her Water Street Station salon, which had occupied the 650 square feet of the first floor, to the second floor of the same building to make way for the new business. But initially, she planned to combine hair styling and a café/tavern into a single business.
"I first had the idea for James Bean Enterprises in 1996," Briesath said. "But somewhere in state law, it says you cannot have a bar and a salon on the same premises. You can have a sporting goods store that sells guns on the same premises with a tavern, but not a styling salon."
The legal definition of separate premises requires completely separate entrances between businesses and the outdoors.
Briesath also had to obtain a permit from the city to offer live music. The small size of the establishment means the number of performers will be limited to three, and dancing will not be permitted.
The small footprint of the narrow building also limits the maximum number of people Briesath’s business can handle at a time.
"We redid things so the door opens outward instead of inward," Briesath said. "That increases our maximum capacity from 50 to 80. We also have room for outdoor seating."
Securing space for her project was also a challenge. Initially, Briesath wanted to purchase the building she was located in, and in 1998 submitted an offer to purchase the property from then-owner John Gardner. However, Briesath’s offer was trumped when current owners Dan and John Baumgartner purchased not only Briesath’s building, but also an adjacent building that currently houses McGillycuddy’s Bar & Grille.
Briesath is now leasing the lower two floors of her three-story building from the Baumgartners.
Tight cash flow also threw Briesath a few curves, but the savvy stylist leveraged a loan from the Wisconsin Women’s Business Initiative into what could be enough money to get her new venture airborne.
"I got what I needed for buildout," Briesath said. "What I am doing now is trying to skimp so I have enough left over for working capital."
Briesath said she convinced some contractors on the project to work for one half down and additional cash once the business is operational.
The Guitar Bar should be open in time to benefit from increased traffic on Water Street during next week’s Harley-Davidson 100th anniversary celebration, according to Briesath.

Aug. 22, 2003 Small Business Times

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