New Members
Wednesday, October 12, 2011
Beechwood Hotel, Worcester • 7:30am - Noon
$65 per person
A half day workshop for the region's family businesses.
Each of the three sessions will be a facilitated panel discussion with experts
sharing their knowledge and practical advice on these important topics.
Session 1
• HOW WE SURVIVED OUR FAMILY BUSINESS TRANSITION WITHOUT DERAILING
Understanding how others in family business have orchestrated the changing of the guard will help you
consider what style of leadership will best serve your company.
Moderator, Frank Hoy
Paul R. Beswick Professor of Innovation and Entrepreneurship in WPI's Department of Management
Panelists:
1. Chris McKeen, Auto Tire & Service, Boston, MA
2. Eric Hogopian, President, Hoppe Technologies, Inc., Chicopee, MA
Session 2
• HOW TO HAVE A SOLID LIQUIDITY EVENT
You will learn some of the fundamentals of what it takes to properly position a family business for sale; how
to think about inside sales; what you are actually selling; what terms can enhance the deal; how to help
your family know when and how to sell (or buy).
Moderator, Greg McCann
Author/Founder, McCann & Associates
Greg is a nationally known educator, speaker and consultant to family businesses, and author of "When Your Parents Sign the Paychecks."
Panelists:
1. Andrew Crain, Managing Director - Briggs Capital, LLC,
(Grandmother's Mincemeat - Whipple & Co. story)
2.James Kaloyanides, Jr., Owner - New England Coffee Co., Malden, MA
3. Amelia Renkert-Thomas, President, Fisher Renkert LLC, Dedham, MA
Session 3
• HOW TO KEEP YOUR GROWING FAMILY BUSINESS PROFESSIONAL, COMMUNICATIVE AND PROFITABLE
Your family business' odds for success depend on your skill at negotiating differences, determining what it
takes to grow from a single leader to team of siblings and cousins, and create policies and structures that
control the chaos.
Moderator, Jane Hilburt Davis
Author/Founding Principal, Key Resources
Jane is the author of "Consulting to Family Business: A Practical Guide to Contracting, Assessment, and Implementation," and has worked with families in business, succeeding in growing the "family-ness" factor that is most evident in the most high-functioning family companies.
Panelists:
1. Sharon Orr, President - Notch Mechanical Constructors, Hudson, MA
2. Dave Dunn, CEO - Dunn and Co., Clinton, MA
For a detailed agenda, speaker information and to register visit
wbjournal.com/event/fbsummit
Date and Time
Wednesday Oct 12, 2011
