2017 Speakers

Keynote Speaker: Howdy Holmes, President, Jiffy Mix

After successfully competing in the world of motor sports for 20 years, Howdy returned to the family business in November of 1987. As a racecar driver, Howdy won championships, and was the “Rookie of the Year” at the Indy 500 in 1979. He competed in six Indy 500 events. When he retired in 1988, he held the best average finishing record of anyone who started more than four events.

As a businessman, Howdy operated a motorsports marketing company and an advertising company, which served the motorsports community. Holmes authored an award-winning book called, “Formula Car Technology” and was a contributing writer for magazines and newspapers about racing. He was also one of the first color commentators on racing for ESPN.

Upon returning to “JIFFY” in 1987, Mr. Holmes led a transformation of the then 100 year old family business. With the help of others, a professionally managed strategic vision was successfully introduced.

Today, known for their Quality and Value, “JIFFY” Mixes is uniquely positioned for the 21st Century. “JIFFY” is the market-share leader in retail prepared baking mixes. In 2007, Chelsea Milling entered the Institutional market, selling to mass feeders such as large hotels and prisons. The Company is currently building a new mixing tower to service Institutional and Foodservice customers.

Learn More About Howdy:  http://www.npr.org/2017/03/17/520397792/how-to-make-boring-sell-in-a-jiffy

 


 

Breakout Session Panelists

Three Types of Succession, Ownership, Leadership, Power and Control
Presented by Northeastern University

Ted Clark, Executive Director of the Northeastern University Center for Family Business and Executive Professor of Entrepreneurship and Innovation.
Professor Clark is Executive Director of the Center for Family Business. He has extensive experience consulting with family businesses and has worked in family businesses. He was also the Director of the School’s $60k Business Plan Competition. Professor Clark has worked with many successful startups on the development of their business plans and has written business plans to acquire startup and operational funding. He has also been involved with a number of start-up companies and has held positions in marketing, sales, product management, and product development. As an independent consultant, he is specialized in business-to-business strategy development and marketing. Professor Clark has worked with clients in software development, medical billing, and financial services. He also has experience in the Internet and unregulated energy industries.

Professor Clark sits on the Board of Advisors of a major family business and is a member of the Board of Directors for the Family Firm Institute, New England Chapter (FFI NEC). He is also a member of the FFI NEC educational program committee and membership committee. Professor Clark is the co-chair of the Massachusetts Family Business Awards program and belongs to a number of organizations, including the Family Firm Institute (FFI) and Chambers of Commerce. He is also the editor of the Northeastern University Family Business Quarterly, (FBQ).

 


 

The Power of Planning
Presented by Wilmington Trust

Mark J. Andersen, Head of Fiduciary Services, Wilmington Trust, N.A. (Moderator)

Mark manages the New England team of private client fiduciary advisors who deliver exception planning, trust, investment management, philanthropic, family governance, and family office services to their high-net-worth individual, family, and business owner clients in the region. He and his team work closely with their clients, as well as their other advisors, to develop customized wealth management strategies designed around their clients’ current needs and long-term objectives.

Prior to joining Wilmington Trust, Mark practiced law in the Trusts and Estates practice group of the Boston law firm of Nutter, McClennen & Fish, LLP. In that role, he advised clients on estate and gift tax planning, family wealth transfer, fiduciary obligations, and trust and estate administration. Prior to his legal career, Mark was a financial analyst at General Electric and Merrill Lynch.

Mark holds a Juris Doctorate from Boston College Law School and graduated Phi Beta Kappa from Syracuse University with a bachelor’s degree in Economics and Policy Studies. Mark is admitted to practice law in Massachusetts.
Mark is active in his local community, serving as a representative Town Meeting member since 2012, as well as a member of the Committee for Government Regulations since 2015.

Matt Allen, Associate Professor of Entrepreneurship, Babson College

Matt R. Allen is an Associate Professor in the Entrepreneurship Division, Faculty Director for the Institute for Family Entrepreneurship, and Academic Director for the Global Successful Transgenerational Entrepreneurship Practices (STEP) Project. His expertise is in the effective management of human capital within entrepreneurial environments, especially family enterprises. He teaches entrepreneurship and family entrepreneurship courses at the undergraduate and graduate level. In addition, Professor Allen has been involved in executive education programs across the world with a special interest in Latin America. In addition to programs in the U.S., he has worked with executive students from Argentina, Chile, Columbia, Germany, Korea, Mexico, Peru, and Uruguay.
His research interests focus on the performance implications of leadership and effective management in entrepreneurial organizations. His research has appeared in publications such as; Personnel Psychology, Entrepreneurship Theory & Practice and Strategic Organization.

In addition to working with his father (Ray H. Allen & Associates) as an accountant and consultant to family businesses and other privately held organizations, he has held positions in corporate finance at IBM and Hewlett Packard.
He earned his B.A. from the University of Utah, M.B.A. from the University of Notre Dame and Ph.D. from Cornell University

Bruce F. Hoffmeister, Director of Wealth and Fiduciary Planning Wealth Advisory Services, Wilmington Trust, N.A.

Bruce is responsible for developing and implementing comprehensive financial, estate planning, and wealth transfer plans for high-net-worth families and entrepreneurs as part of the National Business Owners Advisory Services Group. Bruce works closely with clients and their advisors to define each client’s specific goals and objectives before developing an appropriate plan.
Bruce has more than two decades of experience in estate and financial planning for high net-worth families and closely held business owners. Prior to joining Wilmington Trust, he was a senior financial planner with Wells Fargo, N.A., where he was responsible for financial and estate planning for individuals with complex situations and business owners of the Private Bank for the mid-Atlantic region. He previously headed the Trusts and Estates practice group as a partner in the Washington, DC law firm of Feldesman Tucker Leifer Fidell LLP. He began his career as a tax associate with Price Waterhouse in St. Louis and was subsequently a tax associate with the law firm of Fisher Wayland Cooper & Leader in Washington, DC.

Bruce holds a Juris Doctor from the Washington University School of Law and earned a bachelor’s degree in Accountancy from the University of Illinois in Champaign. He is also a certified public accountant.

Bruce is admitted to practice law in the District of Columbia, Illinois, and Missouri. He is a member of the DC Estate Planning Council and the District of Columbia, Missouri, and American Bar Associations. He is also a member of the AICPA and the Illinois CPA Society.
Bruce has been quoted in the Wall Street Journal, New York Times, and Bloomberg News and been a guest on Public Radio regarding financial and estate planning topics.

Jim Mamary, Sr., Founder & President, Royal Health Group

Growing up in New Jersey, Jim Mamary had an incredibly close relationship with his grandparents, one that focused his career on providing the highest level of care and respect for the senior community and ultimately led him to found Royal Health Group. Jim earned a degree in public administration at Rutgers and started his career as a hospital manager in Providence while attending the University of Rhode Island School of Business.  Jim’s first experience working as a nursing home Administrator was at Greenwood House in Rhode Island in 1977. At Greenwood his seasoned Director of Nursing did two important things – she taught him how to run a facility from a nurse’s point of view and she introduced him to her daughter Marycatherine who would later become his wife. Over the next 20 years Jim worked in and consulted for over 250 nursing homes which uniquely positioned him to see an opportunity: build a company that combines the best practices of a national, large-scale business with the personalized care and commitment to employees found in a family business. With this vision, Jim purchased his first facility in 1997, Royal Megansett in North Falmouth Massachusetts. Since then Jim and his sons, have built Royal Health Group into one of the highest regarded senior healthcare groups in the area. With 12 facilities in operation and more on the horizon, Jim’s vision thrives because of his commitment the pillars upon which he built the company: stay current with national learnings, maintain the highest ethical standards, invest in your staff, invest in your buildings and always treat the resident and their family as if they were your own.

James Mamary Jr., Executive Vice President

James grew up in the hallways of the long-term care facilities managed by his father Jim.  Destined for a career in leadership and operational oversight, one of his earliest memories is chasing pedestrians off the freshly planted grass at a Flatley home that his dad was managing when he was 5 years old.  James was 16 when Jim purchased Royal Megansett, the first facility in what would become a growing family of innovative healthcare facilities owned and operated by Royal Health Group.  James learned the business through hands-on experience in all aspects of the work; washing dishes in the kitchens, cutting grass and shoveling snow and driving the bus for offsite trips. A graduate of Babson undergrad and graduate school, James earned his MBA from the Olin School of Management and is a Massachusetts Licensed Nursing Home Administrator.  He’s worked as the administrator of Royal Taber Street and Megansett and also led business development for the acquisition of Royal Fairhaven, Braintree, Norwell. Now as Executive Vice President, James’ time is focused on strategic expansion of the business to position Royal Health Group as a leader in post-acute care in Massachusetts and Rhode Island while creating a first-in-class culture where people enjoy coming to work every day. James starts and ends his day pursuing another passion – farming.  He, his wife Melissa and their kids Jimmy and Gemma raise pigs, goats and chickens and James can often be found in his signature cowboy boots riding his tractor and collecting eggs from the chicken coop.

 

 

 

 

 

 


 

 

 

Continuing the Legacy: Preparing the Next Generation for the Family Business
Presented by Family Business Consulting Group

David Karofsky, Consultant, The Family Business Consulting Group (Moderator)

David Karofsky is a consultant with The Family Business Consulting Group with over 25 years of experience coaching and consulting to individuals, families and companies to develop better cross-team communication and build alignment among the senior management team.  His client work is focused on executing the transition of ownership and leadership, professional development, conflict resolution, strategic planning and forming governance structures for family and closely-held businesses.  He is co-author of So You’re in the Family Business: A Guide to Sustainability.

 

 

Dr. Ethan Becker, President, The Speech Improvement Company

As President of The Speech Improvement Company, Ethan is a second-generation speech coach and trainer. While he’s worked with business partners all over the United States, he also has unique international experience. He has developed powerful, customized motivational training programs on communication and delivered them worldwide. Ethan’s experiences have provided him with a valuable cultural perspective that he brings to his clients. Co-Author of the international best selling business book “Mastering Communication at Work, how to lead, manage, and influence” published by McGraw-Hill.

 

Jacob Grossman, Co-President, Grossman Companies
Jake and his brother David represent the fifth generation of the Grossman family to work in the business. Jake’s roles include sourcing new acquisitions and investment partnerships along with the asset management of the real estate portfolio, which comprises approximately 3 million square feet of properties in Southern New England. Prior to joining The Grossman Companies in 2011, Jake spent five years at BayNorth Capital, a real estate private equity firm in Boston. There, he handled acquisitions and asset management of various real estate asset classes across the country.

 

Andrew Salmon, Director of Network Development, Salmon Health and Retirement

Andrew Salmon joined the organization in 2006, after being an administrator for a healthcare corporation. Formerly Northbridge campus executive director, his current position links SALMON to the business community. He manages a referral center, skilled nursing admissions and transfers and maintains relationships with discharge planners, case managers and other health organizations. Andrew has been trustee and board member of Milford Regional Medical Center and on the boards of Whitin Community Center and Mass. Assisted Living Federation of America. He is a corporator of UniBank and Greater Worcester Community Foundation and chairs the development committee of Blackstone Valley Education Foundation.

 


 

IT and Cybersecurity

Nathaniel C. Gravel, CISA, CISM, CRISC

Nate is the Vice President of Information Security and IT at GraVoc. In this role, he oversees the development and implementation of the information security and IT practice’s principal service areas: risk management and compliance, IT managed services, technology planning and procurement, IT assurance and cybersecurity, and IT audit. He has a B.A. from Trinity College (Hartford, CT) and a M.A. from Middlebury College (Middlebury, VT). Nate has also earned several industry certifications, including: certified information systems auditor (CISA), certified information security manager (CISM), and certified in risk and information systems control (CRISC) from the Information Systems Audit and Control Association (ISACA). He is a regular contributor to industry trade groups and publications on matters related to IT and information security.

 

Konrad Martin, CEO and Director of Business Development, Tech Advisors


Konrad Martin is Chief Executive Officer of Tech Advisors (http://tech-adv.com), a firm he founded in 2005 with his twin brother Kevin. Konrad and Kevin are the major shareholders in Tech Advisors in Boston and Medfield, an IT firm that specializes in the Professional Service Market.

Prior to launching Tech Advisors, Konrad was a CPA at the firm Abrams, Little-Gill and Loberfeld in Chestnut Hill, MA. That firm launched a business within the business, techKnowledge Advisors, to assist CPA firms with IT problems.Several years after the launch of techKnowledge Advisors, Konrad and his brother, along with a third partner, bought the practice from the CPA firm and re-named the firm Tech Advisors.

The firm has written 200 compliance plans for clients including the WISP (Written Information Security Plan) for the MSCPA (Massachusetts Society of CPAs). Konrad has presented before numerous organizations on the topic of cybersecurity as well as issues of compliance. He has authored articles on IT related topics in outlets including Worcester Business Journal, MA Family Business, Banker & Tradesman, and others.

 

 

 

Christopher Mellen, Director of IT Risk Assurance Services, Marcum

Christopher Mellen is a director in the IT Risk and Assurance Services practice of the Firm’s Boston, Massachusetts, office. He is a former U.S. marine and White House cyber executive with top secret security clearance, having more than 20 years of public and private sector information technology experience. Mr. Mellen has significant experience advising organizations on the alignment of IT strategy, information security and data protection in the government, financial services, natural resources, healthcare and technology sectors. His background includes managing service organization controls, threat intelligence, insider threat, identity access management, mainframe security administration, active directory administration, vulnerability management, system hardening, and applied cryptography. He also has experience as a computer crimes specialist at the National White Collar Crime Center (NW3C), providing cybersecurity training both nationally and internationally. Prior to joining Marcum in 2017, Mr. Mellen was senior vice president of strategic security initiatives at PNC Financial Services Group, where his primary focus was revamping the banks Identity and Access Management (IAM) program. Previously, he was a director of professional services at SAIC and served in lead technology roles at Accessdata Group, Guidance Software, and DDK Technology Group. A highlight of his career was serving as director of the Information Risk Management Directorate for the Executive Office of the President (EOP) of the United States. While at the EOP, Mr. Mellen’s responsibilities included managing Cybersecurity Operations, Information Assurance, and Records Management. He also was responsible for all electronic discovery and computer forensic investigative support.

 


 

Management Issues & Transitioning Family Businesses: Governance, Organization, Pay and Other Key Aspects for the Next Leaders
Presented by Webster Bank

Deb Drapella, Regional President, Webster Bank (Moderator)
As Regional President and leader of Webster Bank’s Commercial team in Greater Boston, Deb Drapalla oversees Webster’s Middle Market Banking efforts and growing community affairs activities in this region.

Deb joined Webster in 2010, and brings more than 30 years of commercial banking experience to commercial customers in the Boston market. Based in Webster’s Boston headquarters at 100 Franklin Street in the iconic Boston Stock Exchange building, Deb is a frequent speaker and active contributor to leading business organizations in the region. Deb advises her clients with their senior capital financing requirements including debt for mergers and acquisitions, working capital, and capital expenditures including commercial real estate assets and equipment financing. She is known for her expertise advising companies in the professional services industries, manufacturing, distribution, environmental, renewable energy and family-owned businesses. Over her career she has financed over $1 billion in senior debt facilities for her clients. She is a board director of the Associated Industries of Massachusetts, an active member of the Family Business Association and the Association of Corporate Growth, and an advisory board member for the Greater Boston Chamber Women’s Advisory Network.

Aviva E. Sapers, President & CEO, Sapers & Wallack, Inc.
Aviva E. Sapers is leading Sapers & Wallack in its third generation as President and CEO.Her passion and outstanding expertise, dedication and true caring for her clients and her team earned the company a recognition on the Boston Business Journal’s list of the “Area’s Largest Women Run Businesses” in 2008. Aviva received degrees of Chartered Life Underwriter and Chartered Financial Consultant from The American College, has her Certification in Long Term Care and is a licensed Insurance Advisor. She is a member of The Million Dollar Round Table’s Court of Table and The Association of Advanced Life Underwriters and NALU.

Aviva is a member of The Commonwealth Institute, the Boston Estate Planning Council, and serves on the boards of the Combined Jewish Philanthropies of Greater Boston as well as the Presidential Advisory Council for the Berklee College of Music.

Thomas Davidow, CEO, Thomas D. Davidow & Associates
Dr. Thomas D. Davidow is founder and principal of Thomas D. Davidow & Associates. He also co-founded Genus Resources, which became a leader in the field of family consultation. Drawing upon his extensive background in psychology, family counseling, and individual therapy Dr. Davidow pioneered the interdisciplinary method in family business consulting. The Davidow Interdisciplinary Method™ is rooted in family systems theory and addresses the family issues that can interfere with sound business decisions.

Dr. Davidow has more than 30 years of experience working with hundreds of national and international family controlled enterprises. He has applied his method and expertise in working with businesses in diverse fields including retail, distribution, manufacturing, real estate, construction and more, as well as with family foundations and family offices.

Geoffrey Wilkinson, CEO, George T. Wilkinson, Inc

Geoff currently serves as CEO to both George T. Wilkinson, Inc. and Wilkinson Mobile Boilers, Inc. In his position he directs and manages all phases of the firms, from design-build contracting to contract engineering services. Geoff served in the Naval Reserve Commission and United States Coast Guard. For five years he also served as a second assistant engineer for Mobil Oil Corporation, where he sailed on oil tankers and managed boiler room operations. He earned a degree in marine and electrical engineering from the Massachusetts Maritime Academy, where he now serves on the Board of Trustees. Geoff also attended Metropolitan College and Wentworth Institute Mechanical Engineering.

 

Geoffrey Wilkinson, Jr., President, George T. Wilkinson, Inc

Geoff, Jr. became involved in the organization at the early age of fifteen, following in the footsteps of his father and grandfather. Prior to his current position, he worked as a book-keeper and service technician, where he became familiar with the company’s daily operations, finances and technical background. Geoff, Jr. holds a Burner Technician License and Journeyman Pipefitter License. He received a bachelor’s degree in business from Northeastern University.

 

 


 

Preparing for Tomorrow, Today: The Reality of Preparing and Executing an Exit Strategy, and the Importance of Viewing Managing Wealth as Your New ‘Business’
Presented by Moody, Famiglietti & Andronico, LLP

Michael Radin, Attorney at Law, Tarlow, Breed, Hart & Rodgers, P.C.
Michael works with owners, investors, lenders and company management to help all types of entities structure their ownership and operations to achieve operating and transactional efficiencies. This involves working closely to identify the desired goals and outcomes through in-depth communications and attention to critical variables. His corporate experiences includes structuring and closing mergers and acquisitions on both the buy and sell side. This includes mergers, purchases/sales and reorganizations prior to and in connection with outside liquidity events.

He focuses on clients’ horizontal and vertical distribution networks and competitive advantages in each that are critical parts of their operations. This includes owned, licensed and franchised businesses.

 

C.M. Macgowen, Moody, Famiglietti & Andronico
Mr. Macgowan brings industry-specific expertise in the areas of portfolio management, investment analysis and market strategy to his role at MFA Asset Management. As a Partner, C.M. regularly interacts with the Firm’s client base to convey investment philosophy and provide updates regarding market performance and trends. He develops ongoing portfolio recommendations based on tactical asset reallocation, tax considerations and evolving client objectives – all with the end goal of ensuring financial well being for the Firm’s clients. C.M. also serves as an Investment Officer on the Firm’s Investment Committee.

Prior to joining the Firm, C.M. was a Portfolio Manager at Ropes & Gray where he managed $2 billion of client assets ranging from mutual funds to private equity investments. He also served in an investment analyst capacity at Old Mutual Asset Management in Boston where he honed his ability to conduct in-depth market research and execute investment strategy.

Laura Moruzzi, Moody, Famiglietti & Andronico
Ms. Moruzzi has over two decades of investment banking experience in mergers and acquisitions (M&A) and general corporate advisory services. As a Partner, Laura provides business consulting and transactional related services – assisting clients in the sale of their company by means of a merger, consolidation, recapitalization, business combination, reorganization or other related transaction. She is sought after for her M&A expertise which ranges from evaluating strategic alternatives and drafting descriptive memorandums to initial buyer contact through deal negotiations and final documentation leading to successful transaction execution. A seasoned professional, her experience crosses several industry sectors spanning technology and telecom to industrial and consumer products.

Laura serves as a financial advisor to companies, entrepreneurs, family-owned businesses, executives, shareholders, and individuals, often acting as a liaison through collaboration with other advisors to achieve the client’s strategic objectives. Her practical, unbiased recommendations regarding transactions make her a trusted advisor to her clients.

Prior to MFA, Laura served as a Managing Director at Shields & Company, a boutique investment banking firm in Boston

Glen McElwee, Director, MFA Cornerstone Consulting’s Valuation Practice
With a strong background in finance and economics, Mr. McElwee is adept at analyzing financial statements and has a thorough understanding of valuation techniques and models. As a Director for MFA Cornerstone Consulting’s Valuation Practice, Glen applies his broad expertise to deliver a comprehensive set of valuation services including 409A and ASC 718 stock option valuations and audit support surrounding valuation issues.

Prior to joining MFA, Glen worked as a Market Manager with direct responsibility for the financial and operational performance of a company whose revenues exceeded $10.5M annually. In this leadership role, he was responsible for business growth, asset protection through risk management and control, and intensive KPI analysis.

 

Karen Bressler, Former CEO of AGAR Food Supply
Karen Bressler was CEO of AGAR food distributor, a family business in the third generation, from 2001 until its sale to Reinhart FoodService in 2012. Prior to that, she held various management positions in the company, serving on a team that transformed the business for New England’s largest meat distributor to the largest Foodservice Distributor with $640 million in sales.

She currently serves as Board Chair for Community Servings, Overseer at the BSO, Trustee at BIDMC and advisor to other non-profits related to food. In 2015 she opened Amuleto Mexican Table in Waltham. Karen also serves on the boards of a few family businesses.  She oversees her family’s interest in Trim-Rite/Rantoul Foods, hog processor, in IL with the managing partner.

She has a Masters Degree in International Management from the Thunderbird School of International Management and graduated Boston University, Magna Cum Laude with a BA in International Relations. Karen speaks six languages.


 


 

How Advisors Will Guide You Through the Transition of the Family Business
Presented by Tarlow, Breed, Hart & Rogers

Deb Drapella, Regional President, Webster Bank (Moderator)
As Regional President and leader of Webster Bank’s Commercial team in Greater Boston, Deb Drapalla oversees Webster’s Middle Market Banking efforts and growing community affairs activities in this region.

Deb joined Webster in 2010, and brings more than 30 years of commercial banking experience to commercial customers in the Boston market. Based in Webster’s Boston headquarters at 100 Franklin Street in the iconic Boston Stock Exchange building, Deb is a frequent speaker and active contributor to leading business organizations in the region. Deb advises her clients with their senior capital financing requirements including debt for mergers and acquisitions, working capital, and capital expenditures including commercial real estate assets and equipment financing. She is known for her expertise advising companies in the professional services industries, manufacturing, distribution, environmental, renewable energy and family-owned businesses. Over her career she has financed over $1 billion in senior debt facilities for her clients. She is a board director of the Associated Industries of Massachusetts, an active member of the Family Business Association and the Association of Corporate Growth, and an advisory board member for the Greater Boston Chamber Women’s Advisory Network.

Aviva E. Sapers, President & CEO, Sapers & Wallack, Inc.
Aviva E. Sapers is leading Sapers & Wallack in its third generation as President and CEO.Her passion and outstanding expertise, dedication and true caring for her clients and her team earned the company a recognition on the Boston Business Journal’s list of the “Area’s Largest Women Run Businesses” in 2008. Aviva received degrees of Chartered Life Underwriter and Chartered Financial Consultant from The American College, has her Certification in Long Term Care and is a licensed Insurance Advisor. She is a member of The Million Dollar Round Table’s Court of Table and The Association of Advanced Life Underwriters and NALU.

Aviva is a member of The Commonwealth Institute, the Boston Estate Planning Council, and serves on the boards of the Combined Jewish Philanthropies of Greater Boston as well as the Presidential Advisory Council for the Berklee College of Music.

Ed Pendergast, CEO, Pendergast & Co.
Ed Pendergast is the Founder and President of Pendergast & Company LLC. He works with a broad range of companies in industries as diverse as materials, restaurants, professional services and medical devices. While his primary background is finance, he advises companies on team building, strategy and corporate governance. He serves as a Director on numerous Boards and has been CEO for a number of companies.

Prior to Pendergast & Company LLC, Ed was National Director of Planning for a national CPA firm, Chairman of a regional accounting firm and founder of another regional accounting firm. He has also served as an arbitrator and mediator helping to resolve commercial disputes

 

Thomas M. Sheehan, Attorney, Tarlow Breed Hart & Rogers
Tom joined Tarlow Breed Hart and Rodgers as a partner in 2016, drawn to its collegial atmosphere and its personal approach to private client services. Since his admission to the Bar in 1998, he has focused his practice on trusts and estates.

In addition to his traditional trusts and estates practice, Tom is frequently engaged in international planning and administration, asset protection planning, business succession planning, fiduciary litigation and tax controversy work before federal, state and municipal taxing authorities. He represents individuals, families, estates, trusts and business entities, including doctors, business owners, executives, finance professionals, professors and attorneys.  Mr. Sheehan is proud to include among his clientele a number of his former partners.

Kenneth Kirkland, CPA, Citrin Cooperman

Kenneth Kirkland is the managing partner of Citrin Cooperman’s two Massachusetts offices, located in Braintree and Woburn. He has over 30 years of experience in public accounting, specializing in tax services and the design and implementation of acquisition strategies. Ken consults extensively with business owners, using a hands-on approach to navigate their strategic challenges and succession plans. He focuses part of his time on the strategic growth of Citrin Cooperman in the Massachusetts market, developing opportunities at both office locations.

 


 

The Importance of “Boards” in the Success of Your Business
Presented by CFAR

Caleb White, Senior Consultant, CFAR, Inc.

Caleb White, Senior Consultant, specializes in the complex strategic and operational issues facing today’s organizations. He draws on his experience as a high impact leader in both privately-held and large public companies, at different stages of development and across multiple industries. This includes leading his sixth-generation family business, Ensign-Bickford Industries, Inc. Caleb brings both personal and professional insight to leadership and governance dilemmas facing clients.

 

Engin Okaya, Managing Director, Prudential Capital

Engin Okaya is the Managing Director of Prudential Capital Group’s New York Corporate Finance office. She oversees the private placement activity in Prudential Capital’s U.S. Northeastern and Mid-Atlantic territories (including Bermuda) and Eastern Canada, which consists of a $6.1 billion portfolio (as of 3/31/17) of senior debt, mezzanine debt and private equity investments. Prior to this, Engin served as Senior Vice President in Prudential Capital responsible for the New York office-based territories: Eastern Canada and New England. She joined Prudential in 1998 and has worked in several different Prudential Capital Group offices, including Prudential Capital Group’s Chicago Corporate Finance office, Prudential Capital Partners mezzanine team and Corporate and Project Workouts. Engin received a BS from Boston College and an MBA from MIT Sloan School of Management.

 

Chip Johns, President of Butler Automatic and former CEO of Vanguard Sailboats

Chip is a seasoned leader, manager, and advisor with broad experience growing and managing a variety of manufacturing companies. Chip’s experience includes project management for a DoD contractor, growing a branded sporting equipment manufacturer from start up to being an industry leader, leading a cultural and financial turn-around of a machine manufacturer, and advising a number of established manufacturing or start up enterprises.

Chip is currently the President at Butler Automatic, a manufacturer of automatic splicing machines primarily used in the packaging industry. Chip’s role at Butler included leading a turn-around of the company and re-building the management and sales team to execute the turn-around.

Prior to Butler, Chip founded and built Vanguard Sailboats, owner of the Sunfish and Laser brands, into an industry leader in the marine industry. Chip built Vanguard Sailboats from start-up into an industry leader through new product development, organic growth, and a number of acquisitions. Chip developed a highly motivated and dedicated management team that grew the business at 26% CAGR over 21 years. Chip managed the sale of Vanguard to a European competitor in 2007.

Just out of college, Chip worked in the Defense Electronics industry as an Engineer and a Program Manager for a DoD contractor involved in the Anti-Submarine Warfare market. Chip lead various teams in development and production projects. During his time as an engineer Chip was granted a patent for conceiving and developing a plastic, blow molded housing for electronics to be used in an ASW system.

Chip has served in a variety of community and industry volunteer board level positions including a community based program for at risk youth, the sailing industry association, and the national and international governing bodies for the sport of sailing. Chip was awarded the Sailing Industry Leadership award in 2006.

Michael J. Mulrain – COO & CFO, Polar Beverages, Worcester, MA

Mike has been the CFO at Polar since 1995 and in 2010 also assumed the role of Chief Operating Officer.  Since joining Polar, Mike has been responsible for the completion of over thirty acquisition transactions that resulted in sales growth from $50 million to nearly $500 million and EBITDA growth of more than 500%.  The acquisitions included two manufacturing operations and multiple distribution businesses.  He also led several major recapitalization transactions comprising over $400 million of debt and equity financing.  Mike oversees all finance, legal, operational, insurance and purchasing functions of the Company and leads the strategic planning efforts of the organization as well.

Mike is a graduate of Bentley University, became a certified public accountant and worked for 10 years at Deloitte in Boston and then worked in investment banking for five years before joining Polar in 1995.

 

He serves on the boards of several non-profit organizations in the Worcester area and also serves on the corporate board of Kayem Foods in Chelsea, MA.