Family Business Initiative
A Collaborative Initiative of the Tepper School of Business and the Swartz Center for Entrepreneurship
Family businesses are the foundation of the global economy – representing the majority of enterprises worldwide and serving as one of the most enduring sources of community wealth and leadership. Studies consistently show that family firms outperform and outlast non-family businesses, yet managing the intertwined dynamics of family and enterprise presents unique challenges.
Launched in 2022 by Meredith Meyer Grelli, Faculty at the Tepper School of Business and Interim Executive Director and Managing Director of the Swartz Center for Entrepreneurship, the Family Business Initiative connects and supports family business owners and leaders throughout the Carnegie Mellon and Pittsburgh communities, and increasingly, across the CMU global network.
Through programming, peer learning, and thought leadership, the Initiative helps family business leaders navigate the complexities of growth, succession, governance, and innovation.
Thank you to our sponsors!

Leadership

Meredith Meyer Grelli
Director, Family Business Initiative
Associate Professor, Tepper School of BusinessAssistant Dean for Entrepreneurial Initiatives & Director of Project Olympus, School of Computer Science
Managing Director & Interim Executive Director, Swartz Center for Entrepreneurship
mmgrelli@andrew.cmu.edu

Leif Johnson, Jr.
Program Manager
leifj@andrew.cmu.edu
Leonard Caric
Adjunct Faculty
lcaric@andrew.cmu.edu
Sonya Ford
Program Manager
Swartz Center for Entrepreneurship
sonyaf@andrew.cmu.edu

Allyson Hince
Program Manager
Swartz Center for Entrepreneurship
ahince@andrew.cmu.edu

Aleksandar Petkov
Sr. Program Manager
Swartz Center for Entrepreneurship
apetkov@andrew.cmu.edu
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Family Business Leadership Speaker Series
Our flagship public series features C-level family business leaders from diverse industries who share insights on strategy, innovation, and generational leadership. Each event attracts 200–300 attendees from Carnegie Mellon and the regional business community.
2025–26 Speakers
Ida Posner & Henry Posner, III, Railroad Development Corporation
Tuesday, November 18, 2025
12:00 - 1:00 p.m. EST
CMU Swartz Center for Entrepreneurship, Tepper Quad, 3rd Floor, 4765 Forbes Avenue
Henry Posner, III
Mr. Posner began his railway career with Amtrak, The Official Railway Guide, and the Chicago, Rock Island & Pacific Railroad before joining Conrail in 1977, where he served in the Operating, Marketing, and Sales departments. He is Chairman of Railroad Development Corporation, which he founded in 1987 with Bob Pietrandrea, and also chairs Iowa Interstate Railroad, RDC-Deutschland, EuroRail, and The Hawthorne Group. In addition, he serves as President of the EBT Foundation and Co-Chair of the Surface Transportation Board Passenger Rail Advisory Committee. A graduate of Princeton University and the Wharton School, Mr. Posner teaches at Carnegie Mellon University and continues his leadership through the Posner Foundation and as an Emeritus Trustee and Former President of the Winchester Thurston School.
Ida Posner
Ms. Posner serves as Vice President and Chief Operating Officer of Railroad Development Corporation, where she manages internal operations and supports the company’s businesses across the United States, Europe, and Latin America. She also serves as a Director of Iowa Interstate Railroad, RDC-Deutschland, Eurorail, and RailPulse, and leads the firm’s strategic planning and business development initiatives. In addition, she is Founder and Managing Partner of Hawthorne Food Ventures, Trustee of the Posner Foundation of Pittsburgh, and a board member of ReFED. Ms. Posner previously worked at the Pisces Foundation and SteamaCo in Kenya, and she holds a BSE from Princeton University and an MBA from Columbia Business School.
Michael Bernstein
Managing Partner, Woodland Management and Partners Edge Fund
Board Chair – Tree of Life, Inc.
Thursday, March 12, 2026
12:00 - 1:00 p.m. EST
CMU Swartz Center for Entrepreneurship, Tepper Quad, 3rd Floor, 4765 Forbes Avenue
Michael is a Managing Partner of Woodland Management, his family’s investment and family office which Michael has led since 2015. Michael is also the General Partner of Partners Edge Funds, a private equity and venture-focused investment fund launched in 2022 for which Michael oversees the Fund’s investment committee and sits on several portfolio companies’ Boards. Prior to Woodland Management, Michael served as CEO of Polyconcept, a leading global supplier of Promotional Merchandise where he led the growth of Polyconcept from a small, family-owned business in 1992 into a global leader with annual sales close to $1 Billion. Michael is currently Board Chair for the reimagined Tree of Life, a new National institution being rebuilt on the site of the deadliest antisemitic attack in US history. Michael is also a Trustee of Chatham University. Michael holds a BA in philosophy from the University of Wisconsin and a JD from the University of Pittsburgh.
2024-25 Family Business Leadership Speaker Series
An Entrepreneurial Journey on the Road Less Traveled
Stuart Weitzman
Founder, Stuart Weitzman Shoes
Monday, September 16, 2024
5:30 - 6:30 p.m. EST
CMU Swartz Center for Entrepreneurship, Tepper Quad, 3rd Floor, 4765 Forbes Avenue
Family Business Leadership Speaker Series Hits the Road in San Francisco, CA
Bart & Barb O'Brien
Founders and Owners, O'Brien Estate Winery
January 8, 2025
6:00pm - 9:00pm PST
Hotel Zetta San Francisco, 55 5th St, San Francisco, California 94103
Kristy Knichel, CEO & Owner, Knichel Logistics
Friday, March 21, 2025
12:00 - 1:00 p.m. EST
CMU Swartz Center for Entrepreneurship, Tepper Quad, 3rd Floor, 4765 Forbes Avenue
2023-24 Family Business Leadership Speaker Series
It’s How We Play The Game: How DICK’S Built Its Business From a Small Bait and Tackle Shop to America’s Largest Sporting Goods Retailer
Edward W. Stack
Executive Chairman, Dick's Sporting Goods
Wednesday, November 29, 2023
5:30 - 6:30 p.m. EST
CMU, Simmons A, Tepper Quad, 4765 Forbes Avenue
Managing a Multi Cultural and Intergenerational Family Business
George Tong (MSIA '90)
President, Gemini Food Corporation
Wednesday, February 7, 2024
12:30 - 1:30 p.m. EST
CMU Swartz Center for Entrepreneurship, Tepper Quad, 3rd Floor, 4765 Forbes Avenue
Helen Hanna Casey, CEO, Hanna Holdings
Wednesday, March 13, 2024
12:30 - 1:30 p.m. EST
CMU Swartz Center for Entrepreneurship, Tepper Quad, 3rd Floor, 4765 Forbes Avenue
2022-23 Family Business Leadership Speaker Series
Success and Innovation at Giant Eagle
Laura Shapira Karet
Chair and Chief Executive Officer, Giant Eagle, Inc.
David S. Shapira
Chairman Emeritus, Board of Directors, Giant Eagle, Inc.
Chairman, David S. and Karen A. Shapira Foundation
December 1, 2022
12:30 - 1:30 p.m. EST
CMU Swartz Center for Entrepreneurship, Tepper Quad, 3rd Floor, 4765 Forbes Avenue
From Mississippi Dirt Roads to the Obama Presidential Center: Building Generational Success
Stephanie Hickman
President & CEO, Trice Construction Company
Tuesday, February 7, 2023
5:30 - 6:30 p.m. EST
CMU, Simmons A, Tepper Quad, 4765 Forbes Avenue
Emily Sheetz, VP of Strategy and IT , Sheetz, Inc
Wednesday, March 22, 2023
12:30 - 1:30 p.m. EST
CMU Swartz Center for Entrepreneurship, Tepper Quad, 3rd Floor, 4765 Forbes Avenue
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Family Business Peer Advisory Groups
Now entering its third year, this hybrid-format program brings together annual cohorts of ~20 family business owners for facilitated, confidential discussions led by Tepper faculty and experienced moderators each month. Each session centers on a member’s real-world challenge, fostering deep peer advising and long-term relationships.
Academic Courses
Tepper students can deepen their understanding of family enterprise dynamics through courses such as:
- 45-819 Family Business
- 45-817 Entrepreneurship Through Acquisition
- 45-807 Commercialization & Innovation Strategy
- 45-918 Fundamentals & Future of Real Estate
- 45-816 Entrepreneur’s Playbook: Leadership for Growth












