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Bonnie Hartley, Ph.D., is President of Transition Dynamics Inc., a consulting firm specializing in business family and organizational transitions. Dr. Hartley works primarily on planning, communication and relationship management during times of transition in two areas: governance systems within family councils, family offices, family and non-family management teams, boards of directors and advisory councils; and life-long learning maps for developing interests and competencies in business families. She also serves as an executive coach for both senior and next generation members of business families.
As a consultant, Dr. Hartley maintains an active speaking schedule. She gives presentations in English and Spanish internationally. In the last several years, she has addressed business family audiences in Spain, Denmark, France, Scotland, Ireland, Malaysia, Australia, Canada, Mexico, Guatemala, the Dominican Republic, Belgium and the United States.
Dr. Hartley has written for Families in Business, Family Business Review, Family Business, Nation's Business, Business Horizons, the International Journal of Bank Marketing, The Family Business Client, Private Wealth Management and On Wall Street among others, and has been interviewed on various PBS documentaries about family business. In 2004 TDI Press published two Fire Drill books for building strength and flexibility in families: Sudden Death and Unexpected Wealth.
Currently, Dr. Hartley serves on the Boards of AFHE (Attorneys for Family-Held Enterprise) and a private foundation. She participates in the Psychosocial Dynamics of Family Business (a US national think tank), is a Fellow in the Family Firm Institute, holds their Certificate in Family Business Advising and is a past member of their Board of Directors. Dr. Hartley divides her time between Oregon and Florida. Her client base is international.
Education: B.A. Grinnell College; M.B.A. Oregon State University; Ph.D. University of Kansas
Personal: Married to Michael T. Hartley. Interests include opera, travel, reading, biking, jewelry design and walking.
Mike is the Chairman and Chief Executive Officer of Dale K. Ehrhart, Inc. He frequently works as part of collegial teams that provide sophisticated estate, tax, and investment planning, as well as family office services. In addition to his executive duties, Mike is involved on a day to day basis with the use of covered call writing, protective put strategies, collars and other forms of sophisticated investment planning. Prior to joining Dale K. Ehrhart, Inc. in 1985, Mike worked as a corporate comptroller and director of finance.
Mike is actively involved in many civic and charitable organizations in the Venice area, and was the recipient of the Outstanding Leadership Award from the National YMCA Southern Region. A member of Family Firm Institute, Financial Planning Association, and National Committee on Planned Giving, Mike chairs the finance committee of The Gulf Coast Community Foundation of Venice. He co-authored Master Plan; Integrating Your Financial Planning, Legal and Estate Planning and Life Planning in 2006. He is a founding member of the Institute of Philanthropy and works with the Sudden Money Institute. He is listed in National Register's Who's Who in Executives and Professionals (2001-2002).
Education: Undergraduate degree work Indiana University School of Business; College for Financial Planning; New York Institute on Family Wealth.
Personal: Married to Dr. Bonnie Hartley. One son, Michael. Interests include composing and performing sacred and popular music on guitar, piano, and synthesizer, collecting oriental art and artifacts, and collecting musical instruments and musical artifacts.
Mr. Hartley is a Managing Director of Cambio Press LLC. He oversees multiple customer relationship segments, ranging from corporate partners to individual customers. He also manages the distribution of our warehouse inventory.
Mr. Hartley earned both his Bachelor's Degree in Business Administration with a concentration in Management (2003) and his Master of Business Administration with a concentration in Finance and Management Science (2005) from the University of Miami, Miami, Fla. He also completed the University of Chicago's Graduate School of Business course for Strategic Portfolio Design. Mr. Hartley is registered as a Series 65 Registered Investment Advisor Representative, and is also a Certified Financial Planner (CFP) Candidate. He is also a member of the Family Legacy Network.
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