October 24-25, 2017
The Colonnade Hotel
120 Huntington Avenue
Boston, MA 02116
Massachusetts Family Business magazine, the Family Business Association and The Warren Group are dedicated to honoring and educating family businesses throughout the region. On October 24-25, the New England Family Business Conference will be an opportunity to meet face-to-face with family business owners and managers who will gather to learn from their peers, hear from experts, study a variety of best practices and network. The program is designed for professional development and will feature high-end keynote speakers and a selection of educational breakout sessions with panels of family business owners sharing their knowledge.
- Choose the breakout sessions you want to attend.
- Hear from industry experts and experienced family business owners.
- Network and learn from peers.
- Breakfast and lunch will be provided to all conference attendees.
- Free subscription to the Massachusetts Family Business magazine.
- Enter to win a Business Profile in an upcoming issue of the magazine.
- Enter to win the Grand Prize raffle while at the event.
We’re looking forward to seeing you at the 2017 New England Family Business Conference! To see who has attended our last few Family Business conferences CLICK HERE. To view last year’s program guide CLICK HERE.
This is a chance for family business professionals to network with industry peers and pick up insider tips on how to successfully mix family and business. With attendance limited to family businesses and vendor-sponsors only, you will be free to learn from family business owners just like you!
If you want to check out the topics from last year’s conference, see details below. For the upcoming 2017 Agenda, click HERE.
Check Out Last Year’s Agenda!
9:00 a.m. – 10:00 a.m. Outstanding Women of Family Business Awards Breakfast
Nora Yousif, CFP, Associate Vice President – Financial Advisor, Williams Investment Group
Hosted by: Cathy Watson, Associate and Dara Lynn Freytag, Member, Tarlow, Breed, Hart & Rodgers, P.C.
10:15 a.m. – 11:30 a.m. Breakout Sessions – choose from one of two
Crossing the Family Chasm: Professionalizing the Business for Sustainability
Moderated by Paul Karofsky, Founder and David Karofsky, CEO of Transition Consulting Group. Panelists include: Austin M. O’Connor, CEO, The Briar Group, Judd Rottenberg, Principal, Long’s Jewelers, David Grossman, Co-President, Grossman Companies and Denise Brookhouse, CFO, Koopman Lumber
Often in family businesses, as it is passed from one generation to the next, there is a need and desire to create more formal structures as the business grows and becomes more complex. Where the senior generation was focused on growth and market presence, the next generation comes along and sees the need to create a sustainable organization for generations to come. As such, the focus on operational structure becomes more of a priority. From corporate structure and policy, to roles and decision making, hear how next generation family members “professionalized” the family business to build a sustainable organization and the impact of those changes on the family and the organization.
The Unique Benefits of Family Business Marketing
Panelists include: Greg DeSimone, Certified Business Coach, Catapult Advisory Group, Sean Rizzo, CEO, Tiger Home Inspection, Valerie Bono, Co-Owner- Chief Marketing and Sales Officer, Golden Canoli Shell Company, and Joseph Bevilacqua, President & CEO, Merrimack Valley Chamber of Commerce
The marketing world has changed drastically in the past decade. But the core principles of knowing your audience; connecting with your audience; and conveying your strengths and value propositions will never change. In that regard, using the “family” aspect of your business can be a potent weapon in forming a bond with your customers.
11:45 a.m. – 1:00 p.m. Breakout Sessions (choose from one of two)
Financing A Family Business Through Multiple Generations
Moderated by Michael Radin, Member, Tarlow Breed Hart & Rodgers, P.C. Panelists include: Debra Drapalla, Senior Vice President, Webster Bank, Kevin Dunn, Dunn Rush & Co., LLC, Matthew Henning, Partner, Morrison Mahoney, LLP and Laura Moruzzi, Managing Director, MFA Capital Advisors.
Successfully transitioning a family business from one generation to the next requires thoughtful planning, strategic timing- and plenty of money. How a family enterprise is funded is a key part of its growth and success. But closely-held companies face unique challenges when it comes to finances. Find out what’s working for other family businesses by joining the Family Business Association and Webster Bank for a candid discussion of the “best-practices” in finance for a family.
Best Practices When Selling or Transferring your Business to Next Generation
Panelists include: Chris Biotti, Managing Director and Market Executive, U.S. Trust, Timothy White, Managing Director, Shields & Company, Holly Harber Swan, Managing Director and Wealth Strategist, U.S. Trust, Todd Copeland, Owner of Copeland Toyota and Copeland Chevrolet, Richard Snider, Former Owner of Marketing Messages
When you’ve poured your energy into building a successful business, it’s often difficult to imagine what’s next. This panel will discuss the various personal planning techniques to consider, along with potential pitfalls, leading up to a sale/transfer. We will also cover transferring a business to the next generation, and the intergenerational issues for consideration. You will learn about current trends in the M&A market, the factors to consider when exploring a potential sale transaction, and what to expect when embarking on a sale process. Finally, business owners will share their own journeys to the sale and transfer of their businesses.
1:00 p.m. – 2:00 p.m. Lunch and Keynote Speaker
Keynote Speaker: Mahmud Jafri, CEO, Dover Rug & Home
2:00 p.m. – 3:15 p.m. Breakout Sessions (choose from one of two)
Valuation, Plans and Financing for Growth and Expansion of Your Business
Panelists include: Robert H. Nelson, District Director, SBA Massachusetts, Harry J. Honan, CPA, Stratlign, Inc., and Stephen Leonard, Head of Commercial Lending, Cambridge Savings Bank.
There comes a tipping point when it’s time to expand your family business, but between purchasing new equipment and a new office space, there are numerous financial implications of expansion. If you’re mentally ready to expand but need help figuring out the numbers, this session is for you. From the very beginning of the process to the very end when your loan is closed, our panelists will help you determine what you need to do, who you need to talk to, and which loan products will be best suit the expansion of your family business.
Hemenway & Barnes Presents: Recognizing Your Fiduciary Duties and the Many Curveballs that Accompany Them
Moderated by John Siciliano, Partner, Hemenway & Barnes LLP and featuring panelists including attorney Ryan McManus, Hemenway & Barnes LLP, Les Charm, Senior Lecturer in Entrepreneurship, Babson College and Rob Lachenauer, Partner and CEO, BanyanGlobal Family Business Advisors
When acting in another party’s interest, you have a fiduciary duty to do what’s best for them. But what happens when the lines between right and wrong are blurred? Learn from a distinguished panel of professionals as they discuss fiduciary duties for owners of closely held businesses.
Owners will learn how to empower themselves by fully understanding their fiduciary duties as well as business and legal issues that can present unexpected curveballs for owners both professionally and personally. Panelists will provide a summary of owners’ duties under the law, illustrations of how those duties can impact decision making, and information about common pitfalls to avoid. If you’re a family business owner – or will be one in the future – this is a can’t-miss breakout session.
For over 150 years, New England’s individuals and families of means, businesses both private and public, and nonprofit organizations have sought the trusted counsel of Hemenway & Barnes. Thanks to these loyal clients, often spanning several generations, the firm has earned a long-held reputation as premier trustees, advisors and attorneys.
3:15 p.m. Conclusion
Nora Yousif, CFP, Associate Vice President – Financial Advisor, Williams Investment Group
Mahmud Jafri, CEO, Dover Rug & Home
Gary Sheehan, President and CEO, Cape Medical Supply, Inc.
Jeremy Louise, Sales Consultant and family member, Technical Support International Inc.
Ken Cheo, Owner, Our Sales Coach
Paula Lombardo, Chief Administrative Officer, 3rd Generation of the Lombardo Family
Paul Karofsky, Founder, Transition Consulting Group
David Karofsky, President & CEO, Transition Consulting Group
Austin M. O’Connor, CEO, The Briar Group
Judd Rottenberg, Principal, Long’s Jewelers
David Grossman, Co-President, Grossman Companies
Denise Brookhouse, CFO, Koopman Lumber
Greg DeSimone, Certified Business Coach, Catapult Advisory Group
Sean Rizzo, CEO, Tiger Home Inspection
Valerie Bono, Co-Owner- Chief Marketing & Sales Officer, Golden Canoli Shell Company
Joseph J. Bevilacqua, President & CEO, Merrimack Valley Chamber of Commerce
Michael Radin, Member, Tarlow Breed Hart & Rodgers, P.C.
Deb Drapalla, Senior Vice President, Middle Market Lending Group, Webster Bank
Kevin Dunn, Managing Partner, Dunn Rush & Co, LLC
Matthew Henning, Partner, Morrison Mahoney, LLP
Laura Moruzzi, Managing Director, MFA Capital Advisors
Chris Biotti, Managing Director and Market Executive, U.S. Trust
Timothy White, Managing Director, Shields & Company
Holly Harber Swan, Managing Director and Wealth Strategist, U.S. Trust
Todd Copeland, Owner, Copeland Toyota and Copeland Chevrolet
Richard Snider, Former Owner, Marketing Messages
Robert H. Nelson, District Director, SBA Massachusetts
Stephen Leonard, Senior Vice President & Head of Corporate Banking, Cambridge Savings Bank
Harry J. Hoonan, CPA, Strātlign, Inc
John Siciliano, Partner, Hemenway & Barnes LLP
Ryan McManus, Attorney, Hemenway & Barnes LLP
Les Charm, Senior Lecturer in Entrepreneurship, Babson College
Rob Lachenauer, Partner and CEO, Banyan Family Business Advisors
The Countdown Continues...