For questions regarding this program contact Kris Prosser at kprosser@wbjournal.com 

7:30 – 8:00AM
Registration/Breakfast & Networking

8:25 – 9:30am - Session 1
SEEKING COUNCIL
The Relatively Pain Free Method to Get the Outside, Objective Advice that Every Family Business Needs.

Moderator:
Mike Burnell - President, Bucephalus Management Advisors, North Hampton, NH

Panelists:
Charles Tidman III – Partner, Bowditch & Dewey, Worcester, MA
Peter Haas – President, Hillside Plastics, Inc., Turners Fall, MA
Denise Brookhouse – CFO, Koopman Lumber, Whitinsville, MA


9:35 – 10:40am - Session 2
FAMILY/BUSINESS BALANCE
How Much Does Family Business Success Depend on a Happy Family, Versus a Professional Business?

Moderator:
Dr. Michael Klein – Founder, MK Insights, Northampton, MA

Panelists: 

Matthew Salmon - COO, Quality & Innovation, SALMON Health & Retirement
Steve Neveu – Owner, Notch Mechanical Constructors, Hudson, MA
Susan Mailman, President, Coghlin Electrical Contractors, Inc./Coghlin Network Services Inc.

10:55 – 12:00 noon - Session 3
EXIT STRATEGY
Whether You Want to Sell Now, or Plan a Long Term Transfer to the Next Generation, Learn How to Develop a Strategy that Adds Value To Your Most Precious Asset.

Moderator:
Michael Camerotta, Owner, Touchstone Advisors 

Panelists:
Terence J. Shepherd – CM&AA, CPA, MST, Boston office Principal for ROCG — Shepherd & Goldstein Consulting Group, Worcester, MA
Eric Kloter - President, Swiss Laundry, Rockville, CT
Phil Steckler - Vice President, Country Business, Inc., Brattleboro, VT

 

 

 

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