September

24

2015

Focusing on Business Succession Planning

September 24, 2015

Thorny Lea Golf Club
159 Torrey St
Brockton, MA 02301
7:30am

A panel of experts discussed issues focusing on Transitioning your Business.

Topics will include:

  • Best practices and current trends in business succession planning
  • Comparing and contrasting the various types of transitions
  • Financing options for buyers and tax mitigation for the seller
  • Distinct challenges for family businesses in transition

Our panelists are:

  • Jean Fallago, JD, LLM, President with the Almonte Fallago Group, Ltd.
  • David Karofsky, President with Transition Consulting Group
  • Patrick McNamara, CFP, Wealth Advisor, Graff-McNamara Group at Morgan Stanley
  • Howard Spiller, CPA, Partner with Sharkansy LLP

Business owners, next generation owners, and key employees who are concerned about transitioning or planning for a business transition should attend.

Recap

June

17

2015

Focusing on Fraud Prevention

June 17, 2015

Thorny Lea Golf Club
159 Torrey St
Brockton, MA 02301
7:30am

A panel of experts will discuss issues focusing on Fraud Prevention, Internal Controls and Cyber Security for businesses.

Topics will include:

  • How to identify potential areas of weakness in your business processes that may allow for fraudulent activity
  • How to establish internal control processes to reduce the potential for fraud
  • How technology can help or hinder your ability to prevent fraud from external fraud
  • How insurance can help your business survive a case of fraud

Our panelists are:

  • Konrad Martin, President & CEO Tech Advisors, Inc.
  • Stacey Coyne, VP Cash Management Rockland Trust
  • Gary Sutherland, CEO NAPLIA
  • Mitzi Hollenbeck, CPA, PartnerSharkansky LLP

Business owners and decision makers who are concerned about fraud and cyber security should attend.

Recap

January

29

2015

Focusing on Advisory Boards

January 29, 2015

Thorny Lea Golf Club
159 Torrey St
Brockton, MA 02301
5:30pm

A panel of experts will discuss the benefits and issues of advisory boards for privately held businesses.

Topics will include:

  • How to hold management accountable to agreed upon ideas
  • Compensating advisory board members
  • Board composition - importance of diversity of expertise
  • The effectiveness of advisory boards

Our panelists are:

  • Donna Abelli, Abelli CFO Consulting
  • Neil Aronson, Esq., Gennari Aronson
  • Mike Bowden, IPC Global Solutions
  • Kate Putnam, CEO Assist

Business owners and decision makers who are curious about, have considered, or currently have advisory boards should attend.

Recap

November

5

2014

Focusing on Commercial Real Estate

November 5, 2014

Thorny Lea Golf Club
159 Torrey Street
Brockton, MA 02301
4:00pm

A panel of experts will discuss the benefits and issues of owning commercial property. Business owners and decision makers who own, or would like to own, commercial property should attend.

Topics will include:

  • Gateway Cities
  • Property tax negotiations
  • Cost segregation for depreciation savings
  • Rent vs Lease decisions
  • 504 SBA loans for expansion and capital equipment

Our panelists are:

  • Mark Donahue, M Donahue Associates, Inc.
  • David Fabian, MS Consultants, LLC
  • Dan Swift, Paradigm Tax Group
  • Lynn Tokarczy, Business Development Strategies

Recap