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1 C A L I F O R N I A B A P T I S T U N I V E R S I T YD R . R O B E R T K . J A B S S C H O O L O F B U S I N E S SFamily Business CenterA Year of Impact for the Region's Family BusinessesA Report to the City of Riverside Economic Development CommitteeCity Hall Council Chambers • Thursday, August 20, 2026Dr. Thomas M. Fryer, Director, Family Business CenterW H O W E A R EA University Center Serving Family-Owned BusinessesO U R M I S S I O NWe strengthen family-owned enterprises through a trusted peer community, the applied expertise of CBU's Jabs School of Business, and practical programming — from governance and succession to AI readiness — that turns knowledge into action.Based at CBU in Riverside — serving family businesses across the city, the county, and the Inland Empire.
Open programming — meetings free to attend for regional businesses Faculty expertise across law, finance, leadership, and AI Student talent pipeline for local businesses
A permanent home at CBU in the City of Riverside
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2 T H E P A S T Y E A RTwelve Months of Programming, at a Glance Feb–Oct 2025Five Morning Meetups drew 223 attendees from across the region May 2025First county workshop series delivered — 6 hours of original curriculum Nov 2025Dr. Thomas M. Fryer appointed FBC Director; strategic expansion begins Mar 2026Governance & Succession Blueprint workshop — five take-home deliverables per family Apr–Jun 2026Four-city county workshop series: Temecula, Palm Desert, Beaumont, and CBU in Riverside Apr–Jun 2026AI Live Lab and Advisor's Hot Seat bring hands-on AI and expert Q&A to membersW H O W E ' V E S E R V E DThe Numbers Behind the Work223attendees across the 2025 Morning Meetup series~360regional businesses reached in each outreach cycle70 / 36women-owned / minority-owned business participants5 in 1 dayprofessional-grade documents each family completes per workshop Rooted in the City of Riverside. Morning Meetups, flagship workshops, and the county series capstone are hosted at CBU in Riverside — drawing family businesses from the city and across Riverside and San Bernardino counties, with one-on-one advising ongoing throughout 2026. 8 / 7 / 2 0 2 6
3 P R O G R A M S & R E S O U R C E SWhat We Offer Family Businesses Morning MeetupsBi-monthly gatherings with keynote family-business leaders and peer networking —open to the community Full-Day WorkshopsGovernance & Succession Blueprint; AI in Action — each producing implementation-ready documents AI Readiness ChecksSingle-use-case assessments of real operations, with a written report in days One-on-One AdvisingConfidential sessions on succession, governance, and growth — ongoing through 2026 Advisor's Hot SeatLegal and financial experts on one stage, answering members' toughest questions live Newsletters & ToolkitsPractical guidance, templates, and assessments members use long after the meeting endsS P R I N G 2 0 2 6A Four-City Workshop Series Across the Region1TemeculaGovernance2Palm DesertFinancial Health3BeaumontSuccession Planning4Riverside (CBU)Growth Readiness —capstone, in-person & online Every event pairs an expert-led seminar with a hands-on workshop. Families build governance documents, succession roadmaps, financial action plans, and AI-enhanced growth strategies they can implement immediately — with attendance tracked in person and on demand. 8 / 7 / 2 0 2 6
4 H I G H L I G H T SSuccesses and Accomplishments This Year Marquee speakers grew the roomEric Goodman's February keynote drew 71 attendees —our largest meeting — and the Fan brothers and Champion Electric brought candid multigenerational stories members called uniquely valuable Families left with documentsMarch's Blueprint workshop produced five deliverables per family — and for several, the first structured succession conversation between generations Regional visibility expandedEngagements with CalOSBA, the Manufacturer's Council of the Inland Empire, and the Beaumont Chamber connected the FBC to new audiences AI moved from talk to practiceThe April AI Live Lab automated real member processes on screen; several businesses have since requested AI Readiness ChecksF E A T U R E D S T O R I E SMember Impact: Three Stories from the Past YearReal engagements from the past year. Member names are withheld out of respect for confidentiality.
FOUR TH-GENERATION READINESSOngoing guidance and expertise supporting a family business as it trains its fourth generation of leadership — preparing the next generation for ownership and management.
RIV ERSIDE REAL ESTATE AGENCYGovernance, AI guidance, and hands-on technical assistance for a family-owned agency in Riverside —significantly improving day-to-day operations and revenue.
GOVERNANCE & SUCCESSIONA member family completed our Blueprint workshop, held its first structured succession conversation between generations, and left with five governance documents in hand. 8 / 7 / 2 0 2 6
5 M O M E N T U MWhat the Coming Year Holds
AI in Action WorkshopMembers complete an AI assessment, business case, implementation roadmap, and vendor scorecard — in one day. Runs this summer.
Legacy LinkA structured mentor-matching program pairing next-generation leaders with seasoned family-business mentors — in final review.
Deeper Community ReachContinued Morning Meetups, advising, AI Readiness Checks, and expanded tracking so we can report impact consistently.T H A N K Y O UStrengthening the family businesses that anchor Riverside's economy — one succession, one workshop, one family at a time.We welcome the Committee's questions — and continued conversation about how this work can serve Riverside's business community.Dr. Thomas M. Fryer • Director, Family Business CenterDr. Robert K. Jabs School of Business, California Baptist [email protected] • 951-552-8850