Annual Dinner Meetings
2017 Summer Dinner
Featuring Jon Patten
August 24, 2017
Golf Event Center at Sandia Resort and Casino
Jon has been an entrepreneur since he was a boy when, in third grade, he bought toys wholesale and sold them to classmates. By middle school, he was first chair in math in Detroit Country Day School. Jon attended Alma College for a year and a half and failed English 101 three times. It was at St. John’s College in Annapolis that he began to learn the value of different opinions and the benefits that come from open honest discussion. Jon’s restaurant career began in 1978 with the purchase of New York Pizza with partner William Scott. They started with one employee and no restaurant management degrees or experience. Today Dion’s has over 1,500 employees and 23 stores. Dion’s sales have increased every year. Dion’s has won the NM Business in Ethics award. Two years in a row, Dion’s has been ranked as a top-five quick-service restaurant in the nation based on overall experience by Sandelman and Associates. Jon was CEO for 35 years and continues today as Chairman of the Board and CFO. Jon lives in Corrales, NM, is married, and has four sons.
He was also a founding board member of ACCION New Mexico, a nonprofit that lends to small startup companies. Jon has been a Vistage Chair since 2009 and has participated in multiple personal development and facilitator training programs.
Jon is currently on the Board of IFFA, which includes the Santa Fe folk Art Market and provides opportunities for entrepreneurs around the world. Jon is also serves as a founding Board member for MrOwl, an internet startup that helps people organize and search the internet.
Equality vs. Equity in Succession and Estate Planning - When Equal is Not Always Fair
July 21, 2016
James M. Parker, Esq.
William E. Ebel, CLU, ChFC, MSFS, AEP
Henry C. South, CPA, CVA
Moderated by Jay R. Rosenblum, Esq.
Golden Nuggets: Wisdom Gained in 50 Years of Family Business Succession Planning by William Roberts and Korbett Roberts
June 25, 2015
William Roberts and Korbett Roberts of AUCTORIS will share stories of their experiences with clients and their own company succession at a presentation by the Parker Center for Family Business at the UNM Anderson School of Management. This father and son team will detail the importance of making key decisions in family businesses and explain the importance of advisor succession in any family’s plan. With over 100 years of collective experience, AUCTORIS has assisted families and business owners to protect and preserve their wealth and business assets for over 37 years.
View the Roberts' presentation below: