March 20, 2018
March 20, 2018
Corporate Tax Planning and Reporting – It’s a Whole New World!
Earlier this year, the President signed into law the Tax Cuts and Jobs Act. With it came a number of sweeping changes for corporate taxpayers. In November last year, the FMA NH explored some of the drafted provisions of the Act and offered insights as to what was believed to be on the horizon. Since that time, companies and experts alike have had the opportunity to explore the provision of the Act and its impact on everything from foreign subsidiaries and operations, to the effect the Act has on their financial reporting and deferred tax assets and liabilities. Come out on March 20th and listen to our panel of experts speak about and offer hands-on, actionable advice and planning ideas in response to the Act and its implications.
Jamie Eno, Sr. Director of Tax at Peak Achievement Athletics
Jamie Eno has been with Peak Achievement Athletics, parent company of Bauer Hockey, Easton Baseball / Softball, and Maverik / Cascade Lacrosse, since 2002. During that time Mr. Eno has served as the Company’s Corporate Controller, Sr. Director of Corporate Development and Sr. Director of Tax, Treasury and Regulatory Matters. Mr. Eno has close experience with the Company’s acquisition activity, capital structure management including debt financing and refinancing, credit agreement negotiation, foreign exchange risk mitigation and developing banking partnerships. Mr. Eno is currently responsible for tax provision management, regulatory compliance and implementing tax planning strategies considerate of recent US tax reform changes.
Joel Gardosik, Managing Partner of Tax at CFGI
Joel is the Managing Partner of tax for CFGI. He has over 18 years of experience
providing tax consulting and compliance services to numerous clients in a variety
of industries. Joel specializes in tax provision calculation and review assistance
(accounting for income taxes, ASC 740), income tax return compliance, tax control
identification and testing (Sarbanes-Oxley section 404), uncertain tax position
assessments and monitoring of tax positions on financial statements (ASC 740-
10) as well as other federal tax issues.
Practicing since 2000, Joel continues to serve a variety of publicly traded and
privately held companies in a wide array of industries including technology,
software, bio–technology, pharmaceutical and industrial manufacturing from
startup (pre-revenue) to multibillion dollar companies. In addition to serving his
clients, Joel also provides outsourced tax director and interim supporting tax roles
to a variety of companies.
Prior to joining CFGI, Joel was a Partner and Chief Operating Officer of The
Gagnon Group for six years, owned and operated an independent corporate tax
consulting firm for four years, and spent seven years as a tax manager at a bigfour
public accounting firm in Boston.
Joel prides himself on providing all of his clients with superior service by leveraging
his technical expertise while delivering timely and cost-effective solutions.
Joel graduated from Bryant University with a Bachelor of Science in Business
Administration with a concentration in accounting. He is a Certified Public
Accountant licensed in the Commonwealth of Massachusetts. He has membership
in both the AICPA and Massachusetts Society of CPAs.
This meeting qualifies for 1 CPE credit.
January 23, 2018
January 23, 2018
Business Transition Opportunities
Baby Boomers own about 12 million businesses. Estimates are that between 70% to 75% of these companies are likely to change hands over the next 10 years. Helping to plan for and successfully assist our companies and clients through these upcoming ownership/management transitions will be of increasing importance in the coming decade. Todd Bachelder and Scott LaValley of Baldwin & Clarke will share their Exit Planning thoughts and experience, and we will discuss the opportunities and challenges these upcoming transitions are likely to provide all of us.
Todd F. Bachelder, Director of Corporate Development, The Baldwin & Clarke Companies
Todd Bachelder joined the Baldwin & Clarke Companies in July 2017 as Director of Corporate Development. Todd has 20 years of commercial banking experience and 15 years of C level experience with middle market companies, serving in the capacities of Chief Financial Officer, Chief Operating Officer and Chief Executive Officer.
Todd brings strategic and creative thinking to Baldwin & Clarke and to client engagements. He is a principled professional, with a collaborative approach to all that he does. He undertakes assignments with intellectual curiosity, analytical rigor and enthusiasm.
Todd’s corporate experience has been with companies in the building products industry and with precision manufacturing companies.He’s done strategic and financial consulting work for profit and nonprofit organizations. Having advised clients on product mix, market approach and organizational structure, his consulting assignments have spanned numerous operational disciplines. His financial work has included the placement of tax exempt bonds, subordinated debt, recapitalization, start-up and traditional bank financing. Todd has both domestic and international business experience; he has worked for or consulted with U.S., German and Canadian companies.
Scott D. LaValley, Managing Director, Baldwin & Clarke Advisory Services, Inc.
Scott D. LaValley has been with the Baldwin & Clarke Companies since 1982 and currently serves as the Managing Director of the Financial Planning arm of Baldwin & Clarke Advisory Services, Inc.
Scott and his staff are responsible for the preparation of wealth accumulation plans, wealth preservation plans, comprehensive financial plans, value driver planning and business owner exit planning. Each plan is custom designed and tailored to fit the specific goals and circumstances of the client. Scott believes that an integral part of every plan is educating the client about the techniques that will help them accomplish their planning goals and objectives and then help them to understand the impact that it will have on their lives. Only after a client thoroughly understands the options available to them, can they make an informed decision and chart a confident course of action. Scott’s comprehensive approach to planning is iterative, whereby he works with clients over time to monitor and perhaps re-chart the course to accommodate any changes. Scott is also responsible for the design of non-qualified Executive Benefit Programs custom designed to help a business owner reward and retain valued executives.
This meeting qualifies for 1 CPE credit.
November 14, 2017
November 14, 2017
The Changing Landscape of Taxes
Our panelists will speak about the draft tax reform bill titled “Tax Cuts and Jobs Act” that was recently released on November 2nd by the House of Representatives. Many of the bill’s provisions would be effective starting in 2018, if approved, and our speakers will provide their insights based on early analyses of the proposed changes.
Andrew Chaves, Tax Partner at MFA – Moody, Famiglietti & Andronico
Mr. Chaves brings to MFA over 15 years of experience providing tax planning and compliance services to individuals, corporations, LLCs, partnerships, trusts and estates. Andrew’s longstanding relationship with his client base allows him to work closely with them to meet their tax compliance requirements all while providing the insight they need to make informed decisions with respect to their business, personal and family tax matters.
In addition, Andrew is the Co-Founder and Treasurer of the Danny F. Chaves Memorial Fund, a nonprofit organization that provides scholarships and supports epilepsy research. Prior to MFA, Andrew spent over ten years with the accounting firm of Baker & Company, P.C. where he provided both audit and tax services to a diverse client base of corporations, partnerships and individuals.
Craig Eaton, CPA, MST, Lead Partner – Tax at MFA – Moody, Famiglietti & Andronico
Mr. Eaton is responsible for providing tax consulting and compliance services to publicly traded companies, closely held corporate clients and high net worth individuals. Craig serves a wide range of corporate, partnership and limited liability engagements in various industries including manufacturing, software development, engineering, biotechnology, construction, real estate and legal and professional services.
Since joining the firm in 1998, he has been a hands-on leader in MFA’s tax practice, providing excellence in client service. Craig is well versed in developing tax planning strategies for incentive and non-qualified stock options. In the area of mergers and acquisitions, he also provides tax consulting services to clients of closely held companies.
This meeting qualifies for 1 CPE credit.
September 19, 2017
What Exactly IS CyberSecurity Anyway?
It seems that not one day goes by without cyber security being mentioned in the news. Mentions include topics from data breaches to Russian hacks, but what exactly does it all mean and how does it affect you or your business? And, more importantly – does your business need to have an expert on staff? In this presentation you will learn what cyber security is, why small businesses are at risk and what you can do about it.
This meeting qualifies for 1 CPE credit.
Candy Alexander, CISSP CISM
Ms. Alexander has nearly 30 years’ experience in security working for companies such as Digital Equipment, Compaq, and Symantec. She has held several positions as CISO (Chief Information Security Officer) which she developed and managed Corporate Security Programs. She is now working as a virtual CISO and Executive Cyber Security consultant assisting companies large and small to improve their protection through cost effective security initiatives.
Ms. Alexander is the chief architect for the Cyber Security Career Lifecycle for the ISSA (Information Systems Security Association), and is currently severing as a member of the International Board of Directors for the association, a position she has held for 14 of the past 16 years. She is also the past President and Board Member of the ISSA Education and Research Foundation. Candy has also served as Vice President of Education and Vice President of International Relations for the ISSA. She remains a loyal member at the local level with the New England Chapter and the ISSA – New Hampshire Chapter.
Ms. Alexander has received recognition from her peers through numerous awards, including that of Distinguished Fellow of the ISSA, ranking her as one of the top 1% in the global association, and she was inducted into the ISSA Hall of Fame in 2014. She also had the opportunity to be a featured speaker for the IT Security Symposium at the United Nations, and received an invitation to the Offices of the White House to speak on the importance of security awareness to the President’s “Cyber-Czar” staff.
January 24, 2017
Kicking Off 2017 – What Financial Executives Need To Know
Join our panelists for a discussion of hot topics heading into 2017. Our experts will provide an overview of laws, legislation, and general information to be aware of in the coming year, and how each one could impact your business and its bottom line.
This meeting qualifies for 1 CPE credit.
Jim Reidy, Attorney at Sheehan Phinney
Jim practices in the areas of management side labor and employment law with an emphasis on assisting employers in effectively avoiding, or defending against, employment disputes. He represents organizations ranging from multi-national corporations, to closely-held, family-owned businesses, to not-for-profit entities and public sector employers. Since joining the firm in 1989, Jim has expanded an already well-established employment law practice group. This group is now recognized as one of the best labor and employment practices in Northern New England.
Jim has extensive experience handling matters before the New Hampshire Department of Labor, the New Hampshire Commission for Human Rights, the U.S. Equal Employment Opportunity Commission and the U.S. Department of Labor
Alan Duhaime, CPA, Principal at Baker Newman Noyes
Alan joined Baker Newman Noyes in 2006 after working for several years with a Big 4 firm. He is a principal in the firm’s audit Practice specializing in manufacturing, high-tech and healthcare companies, as well as mergers and acquisitions, internal controls, corporate finance, and public and regulatory filings. Al is certified to practice in New Hampshire, Maine and Vermont.
Alan earned a Bachelor of Science Degree in Accounting with a secondary emphasis in Political Science, with honors, from St. Michael’s College.
Rudy Bazelmans, Director at Expense Reduction Analysts
Rudy has over 30 years of high tech implementation and operational experience, but for the last 10 years, Rudy has been a consultant with Expense Reduction Analysts, helping medium and large companies boost profits by reducing their overhead expenses. The category experts provide clients with assistance in expense areas such as freight, parcel, telecom, office and factory supplies, insurance, merchant card fees, payroll, and numerous other areas.
Andrew Chaves, Senior Tax Manager at Moody, Famiglietti & Andronico
Andrew Chaves brings to MFA over 10 years of experience providing tax planning and compliance services to individuals, corporations, LLCs and partnerships as well as trusts and estates. He is responsible for managing client engagements, including monitoring the engagement process and the performance of staff members. Andrew works closely with clients to meet their tax compliance requirements all while providing the insight they need to make informed decisions with respect to their business, personal and fiduciary tax matters.
In addition to his role at MFA, Andrew is the Co-Founder and Treasurer of the Danny F. Chaves Memorial Fund, a non-profit organization that provides scholarships and supports epilepsy research.
Prior to MFA, Andrew spent over ten years with the accounting firm of Baker & Company, P.C. where he provided both audit and tax services to a diverse client base of corporations, partnerships and individuals.
April 4, 2017
Managing Expectations and Financial Diligence in Today’s M&A Environment
Markets go up and go down as does M&A deal activity and transaction values. Whether we’re riding a rising tide or traversing a downward slope, the need for experience and knowledge remains. Join our panel of experts on March 14th and hear what is going on today that you can use to help manage through a transaction, whether you’re embroiled in negotiations today or you’re planning for that exit five years from now. Through the course of our discussion, we will cover everything from the current state of the M&A market, both large and small, to how deals are priced, and how CFOs can best be prepared to endure the financial and operational diligence process any experienced buyer will mandate. Our objective is to arm financial leaders with the knowledge needed to traverse the deal process with confidence, from start to finish.
This meeting qualifies for 1 CPE credit.
Dina Routhier, Corporate Development Executive at Cimpress and Autodesk
Dina is an experienced corporate development and venture investment executive with 20+ years working in the Boston technology ecosystem. Dina has spent the last 5 years in Corporate Development roles at two high-growth technology companies in the Boston area, Cimpress and Autodesk. During that time, Dina led 11 U.S. and cross-border acquisitions, the most recent being the $218M acquisition of National Pen by Cimpress in 2016. From ’99-’11, Dina was an investing partner at Mass Ventures, an early-stage venture capital firm in Boston focused on seed and series-A investments in technology start-ups. She currently advises start-ups on business and financial strategies, and has been a judge and mentor with the Boston chapter of Mass Challenge since its founding. In 2011, Dina was voted People’s Choice VC of the Year in Boston at the MITX Innovation Awards.
Karen Cambray, CFO at Cartera Commerce
Karen is the CFO at Cartera Commerce where she oversaw the sale of the Company to Ebates. Karen has an impressive financial background, having spent twenty years in executive finance roles for several early-stage tech start-ups. Before coming to Cartera, Karen served as CFO and Vice President of Operations at Zeemote and as CFO of Groove Mobile. At Cartera, Karen is responsible for all-things finance, including accounting, legal and human resources. Karen was also recently honored as CFO of the year by the Boston Business Journal.
Laura Moruzzi, Managing Director – MFA Capital Advisors at 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 Managing Director of MFA Capital Advisors, 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.
Rob Busch, CPA, Audit Parter at Moody, Famiglietti & Andronico
methodical aptitude allows him to consistently deliver innovative, value-added solutions to his clients, particularly those in the financial services, high technology, service, construction, manufacturing and distribution industries.
At MFA, Rob prepares and reviews client financial statements and reports and is responsible for monitoring the entire engagement process as well as the performance of engagement team members. He is well-versed in performing U.S. GAAP and IFRS financial statement audits as well as buy/sell due diligence, capital deal structures, quality of earnings analysis, purchase allocations, post deal considerations and litigation support for transactions.
Rob serves as the Lead Partner for audit and consulting services to the financial services industry, particularly private equity and venture-backed investment funds ranging in size from $200K to $500M. This includes a variety of fund structures, ranging from start-up funds to funds of funds and private equity/venture capital partnerships. Rob has extensive experience addressing accounting and financial reporting issues related to derivative instruments (futures, options, swaps and swaptions), complex investments and alternative investments.
May 16, 2017
FMA Networking Social Event
With spring finally upon us, and summer on its way we will conclude the FMA NH season with an ”End of Season Networking Social Event” on May 16th at Fratello’s. The drinks will be on us; and instead of dinner, we will be offering light appetizers and pass-arounds. In lieu of the typical individual/panel speaker we encourage attendees to network and learn a new thing or two from their peers.
This meeting qualifies for 1 CPE credit.
May 17, 2016
Creating the Mindful Workday
Mindfulness is the ability to connect to what is happening in the present moment with greater objectivity and wisdom. In our distracted and stressful world, mindfulness provides great value in how it translates into business practices on the levels of productivity, focus and even more deeply on finding meaning and engagement through work.
On May 17th, come learn how mindfulness literally changes the brain and get a taste of how to cultivate mindfulness for yourself.
Debra LeClair, Psy.D, Sojourn Partners
March 22, 2016
Multi-state Income Tax Management Challenges and Hot Button Issues
New Hampshire has long enjoyed a tax structure devoid of sales and use taxes. This doesn’t mean, however, that NH businesses are immune to the collection and reporting obligations in other states. If you’re conducting business in tax jurisdictions outside of NH, there are many minefields of reporting risks that you should be mindful of to avoid unnecessary penalties and costs. Income tax nexus and sales tax nexus can vary from state to state. The same service or product can be tax-exempt in one state, while taxable in another. Come to our next FMA NH panel on March 22nd to hear a panel of experts discuss these matters and more. Our panelists will also share operational considerations and best practices to help you manage your compliance obligations.
Shannan G. Cuddy, J.D., Lead Partner, State and Local Tax Practice at MFA – Moody, Famiglietti & Andronico
January 26, 2016
Dynamic Recruiting & How to Find Top Talent in a Competitive Candidate Market
As the economy transitions from an employers’ to an employees’ market, companies must position their firm to successfully attract and retain top talent. Hiring talented individuals is critical to any organization’s success, but the first step to hiring great talent is attracting great talent. Find out what other companies are doing to attract the right people. Now that you have found them, how do you keep that great talent? We will discuss unique strategies companies are using to create an environment that fosters longevity with their employees.
Questions we hope to help answer:
- How are top companies attracting talent?
- How will I find the skilled workers I need if there is a shortage?
- What are the best practices for employee retention?
- How do I partner with a third party agency to get the right people at the right time.
Colleen Cole, VP, Talent & Culture at Dyn
As VP, Talent & Culture, Colleen and her skilled team build and drive the talent strategy for Dyn and deliver innovative human resource support and solutions that fuel the company’s growth aligned with the Talent team’s mantra of Keeping Dyn Awesome. Colleen oversees all aspects of talent support and evolution, including acquisition and retention, rewards and recognition, performance management, employee relations, compensation and benefits, training, and organizational and leadership development. Dyn has twice been named one of the Most Democratic Workplaces by WorldBlu and as been inducted into the Business NH Magazine’s Hall of Fame as an employer of choice.
Matt Nagler, Managing Partner at BANK W Holdings, LLC
Matt is Managing Partner of BANK W Holdings, LLC and its portfolio companies Alexander Technology Group, KBW Financial Staffing & Recruiting, The Nagler Group and Sales Search Partners where his dedication to the human resources field has been a key factor in the award-winning growth of his companies. He leads the organization’s focus on strategic accounts and partnerships. Prior to co-founding BANK W Holdings, LLC and The Nagler Group, Matt spent a decade in management and public relations at global staffing and communications companies. Matt is also a successful restaurateur with establishments across the Midwest.
November 17, 2015
How To Package and Present Your Value to Boards, CEOs and Investors for a Win/Win
85% of your professional and personal success is based on your communication, presentation and speaking skills. Transform your communication skills by learning the real-life how to techniques of Zoka Training. Learn how to utilize the resources of your vast untapped vocal, physical and mental toolboxes.
Learn how to plan and organize content that your specific audience needs. Develop your unique voice with a rich vocal range. Increase your physical presence with strong expressive body language tools. Learn how to develop and deliver engaging stories to make an emotional connection with your audience. Once your mind, voice and body are in sync you will inform, illuminate, inspire and earn the attention, trust and respect of any listener or audience.
Larry is the bestselling author of Face-to-Face is The Ultimate Social Media, and founder of Zoka Institute and Zoka Training.
He is a leading expert in unique in-person, face-to-face communication and presentation skills for leaders, business development and sales professionals.
As a provocative motivational speaker, seminar leader, and coach Larry has enabled thousands to be best-of-breed and stand out from the crowd.
Multi-talented, he combines his experiences of forty-five years as a serial entrepreneur in parallel with his simultaneous careers as a radio and television commentator, syndicated columnist, stage and TV actor and visual artist. Larry was one of the founding members of the Theater Department at Northeastern University. Face-to-Face communication is in his DNA.
“Larry’s approach to presentation, communication and speaking provided me with a solid foundation in going forward. I benefited significantly from his coaching of how to use mind voice body in sync. I learned how to expand my vocal range, project my voice, better use my hands and body, use storytelling, and the techniques of scoring a presentation. He taught me how to be more thoughtful about what I’m presenting and who I am presenting to.” ~Patricia DeWare, Chief Financial Officer, Selventa
September 22, 2015
The Government and Business Climate with Senator Lindsey Graham
U.S. Senator and presidential candidate Lindsey Graham discusses key issues and answers your questions about Government’s impact on Business. Topics significant to business include a wide range of matters including regulation, trade, fiscal responsibility, immigration, and energy independence. Senator Graham has been a leader at the national level since 1994 in the U.S. Senate and House of Representatives, and has a distinguished military record. With the national election underway, this promises to be an interesting and unique evening with an important exchange of ideas important to all of us the New England business community.
May 12, 2015
SOCIAL WITH A TWIST
I think that we can all agree that this winter seemed like it would never end. With the advent of spring and summer finally upon us, we thought we would switch things up a bit this time around. On May 12th, we will have our final meeting of the FMA NH season before picking things back up in September.
We will be hosting an FMA Social at Fratello’s where the drinks will be on us, and instead of dinner we will be offering some light appetizers and pass-arounds. We won’t be letting you all off that easily though. Keeping in the spirit of the FMA’s history of offering educational opportunities to its members to learn about new topics or develop new skills, we will have a guest networking (hint hint) throughout the evening. Instead of our usual panel or individual speaker format, you’ll find that this particular evening may catch you off guard a bit, yet still teach us all a new thing or two.
That’s all we will say about that for now, if you want to see what is going on firsthand, you’ll need to join us from 5:00 PM – 8:00 PM on May 12th.
March 24, 2015
DRIVING B2B PAYMENTS TO CARDS
Businesses in the U.S. still pay half of their bills by check, according to a September 2013 survey by the Association for Financial Professionals. But are there effective alternatives to checks for the vast majority of US businesses? This session will explore card-based alternatives to check payments. In particular, we will use real-world B2B payment transaction data to understand the strengths and weaknesses of credit card-based B2B payments. And, yes, folks Debit Cards may be a really attractive alternative to checks, real-time, inexpensive, easy to access, and with fantastic new revenue possibilities. Don’t miss this session if you want to convert your emotional reaction to the Durbin amendment into excitement about new B2B revenue!
BC Krishna, President and CEO–mineraltree
February 3, 2015
THE CHANGING LANDSCAPE OF REVENUE RECOGNITION
The FASB and IASB’s converged standard on revenue recognition is a historic change that establishes a global model for virtually all industries in U.S. GAAP, including those that previously followed industry-specific guidance. Even though effective dates for the standard are not until 2017, the work toward proper implementation needs to begin now. As such, gaining an understanding of when you will be impacted is critically important, as is having an understanding of the core concepts.
Join this co-sponsored technical meeting and a panel of industry experts as they walk you through the following:
- The differences between current U.S. GAAP and the new revenue recognition guidance
- What companies should be thinking about now vs. further down the line
- Insights into which industries will see the most significant changes from this accounting change
- Widespread business impacts at all levels including internal controls, contracts, IT, and more
Partner, MFA – Moody, Famiglietti & Andronico
Gordon J. Osgood, CMA, CFM, CPA
Internal Auditor/Tax Manager, Keller Companies
NOVEMBER 18, 2014
SECURITY, PRIVACY, AND COMPLIANCE
Big companies like Target aren’t the only ones at risk of suffering a data breach. Entrepreneurs, startups, and small- and medium-sized businesses are rich targets for hackers, and often more vulnerable. What’s more, SMBs must also comply with privacy and security regulations like Mass 201 CMR 17, Health Insurance Portability and Accountability Act (HIPAA), Health Information Technology for Economic and Clinical Health (HITECH) Act, Payment Card Industry Data Security Standard (PCI DSS) and California’s data breach laws, or face stiff fines and penalties.
Join us in a conversation with noted data privacy, compliance, and information security experts, and you to help better understand the risks and complexities involved in protecting your valuable data and complying with the law. Attendees will learn:
- Biggest risks to data integrity
- Laws and regulations you need to know
- Best practices for compliance and prevention
- What to do when you’ve been breached
Darrin Maggy, CISSP, Director Strategic Operations, NAMTEK Corp.
Mike Spinney, Privacy Consultant, HoGo
September 16, 2014
CFOs and CMOs Have Much They Can Work On Together
Marketing is a major budget item in many companies but traditionally CFOs are frustrated by the inability of marketing to produce numbers that demonstrate the ROI of that spend. Only 12% of CFOs think that marketing does an excellent job of reporting on ROI. Consequently, marketing has been one of the areas that is first cut and last restored when money is tight. However, marketing today is at an inflection point with far more data and far better tools than ever before. Louis Gudema will speak on how modern, data-driven marketing programs now make it possible to measure marketing’s contribution to revenue and to rationalize the spend, what data CFOs should expect from marketing today, and some of the new approaches that people in marketing need to adopt to be able to provide that information.
Louis Gudema, President, revenue + associates
May 13, 2014
GE Capital Breakdown of The Market
GE Capital has a huge stake in understanding what is happening and what will happen in the economy. Tom Corcoran is going to share with us the current view of the economy from the perspective of GE Capital. He will cover the current business cycle and inflation as well as describe the challenges facing the Fed. This information will be of great value to you. This is a CAN’T MISS event!
Tom Corcoran, Senior Managing Director, GE Capital
March 18, 2014
Growth Financing Strategies
Some businesses have adapted to market conditions and now have a strong growth proposition, but need fuel to live into that stronger future. What can be done to help these businesses to access the right type of capital? Banks are lending but what additional options exist for those that get turned down for some or all of their growth capital needs? Just because you get rejected doesn’t mean that you won’t be successful or don’t have a good plan. It just means that the type of growth capital needs to be more risk tolerant. What are the other options? What are the benefits and tradeoffs of each of those options? We will discuss and share case studies that cover subordinated debt, royalty financing and equity investments.
John J. Clarke, President, Baldwin & Clarke
Matt Rightmire, Managing Director, Borealis Fund
James Key Wallace, Senior Investor, Vested for Growth
January 14, 2014
Intangible Capital and M&A Value
Our panel of experts will share multiple perspectives on issues related to Intellectual Property (IP) in M&A transactions and how to ensure you capture the maximum value whether you are a buyer or seller. We’ll go through a real-life case study and discuss how the accounting view of IP leaves much on the table. Learn about how the active secondary market in IP can be an alternative to or enhancement of your M&A strategy and how policy changes may impact the IP environment.
Gemma Dreher, General Counsel, Velcro Corporation Corporation
Ms. Dreher has extensive in-house IP management experience, serving as VP and General Counsel of Pragmatech Software, Senior Counsel at BAE Systems E&IS Operating Group, and now as GC at Velcro Corporation. She holds a law degree from Northeastern University.
Bryan Lord, Managing Member, New Venture Advisors
Mr. Lord was VP of Licensing of AmberWave Systems, Director of Technology Commercialization at Oak Ridge National Laboratory, and now Managing Member of New Venture Advisors. He is recognized as one of the world’s 300 leading patent strategists. He holds a law degree from Notre Dame and an MBA from the Wharton School of Business.
Mary Adams, Founder, Smarter Companies
Ms. Adams is the founder of Smarter-Companies and the ICounting movement that advocates for measurement and management of the intangible capital that makes up 80% of corporate value today. She is also the co-author of Intangible Capital: Putting Knowledge to Work in the 21st Century Organization. Previously, she spent 14 years as the founder of Trek Consulting and 14 years as a high-risk lender at Citicorp and Sanwa Business Credit. Ms. Adams has an MBA from the Thunderbird School of Global Management.
November 19, 2013
Breaking the Unwritten Rules
All social interactions take place according to rules – both written and unwritten. Unwritten rules are the habits, assumptions and attitudes of individuals and groups that define how they act and interact. These are the rules that everybody knows about, nobody talks about, but have the power to shape our behavior on a daily basis. In his high-energy, interactive workshop, Mike will lead participants in discovering strategies on how to:
- Recognize the rules that are operating in our lives
- Analyze whether or not they are holding us back
- Redesign new rules that will be more effective
- Change your thinking – Change your behavior- Change your world!
Mike Weber, Consultant, Southwestern Consulting Leadership
September 17, 2013
What Employers Need to Know About the Affordable Care Act (ObamaCare)
We enjoyed an overview of what has transpired since the Act was passed in 2010 and what employers need to be doing now to be in compliance in 2014.
Janice Belmonte, Vice President of Business Development, Group Benefits, Sapers & Wallack
Paula Drozdal Connors, Senior Vice President of Group Benefits, Sapers & Wallack
May 7 , 2013
Design and Evolution of the Revenue Model
Grow the top line! One of the biggest challenges any business faces is the development of a revenue model. How does your company maximize revenues with pricing that reflects the true value of its products and services? How does your company avoid “leaving money on the table”? Our panel of experts will help you address these questions and more with real life expertise and strategies.
Steve Pierson, Sr. Director of Pricing, Philips Healthcare
D. Tyler Drolet, Chief Financial Officer, Active Endpoints, Inc.
March 12, 2013
The Devil’s IN The Details
A panel of M&A experts will share war stories about how what may appear to be standard “boiler-plate” legal language, but can cost sellers and buyers big money. Topics will include: working capital adjustments, purchase price allocations, “GAAP consistently applied”, expensive assumed liabilities, earn-outs, etc.
Scott Pueschel, Partner, Pierce Atwood, LLP
Vlad Harris, Principal, Chartworth, LLC
Michael Abramo, M&A Finance Professional
January 29, 2013
Employment Matters Keeping Today’s CFO’s Awake at Night
Chris Vrountas and our esteemed panel explored and discussed the employment matters that can prove costly when mishandled, affecting your company’s cash flows and enterprise value. Our panelists shared real-life situations and how they were resolved, addressing the real-world concerns of today’s financial leaders.
Christopher Vrountas, Attorney, Vrountas, Ayer & Chandler, P.C.
Bryan Schwanke, Senior Vice President of Human Resources and Training, Bertucci’s
Robert Sawyer, Jr., Senior Vice President and General Counsel, Friendly’s
November 6, 2012
IT Security in the Enterprise and Cloud
Industry experts will provide valuable, practical information on the new challenges in the discipline of IT security as elements of “The Cloud” add new dynamics to this important issue.
The format will consist of a short presentation followed by a panel discussion. As always, lively participation and war stories add a lot to the event!
Sean Brady, Director, Product Marketing, RSA, The Security Division of EMC
Michael Class, Solutions Architect, Veracode
Brian Koyce, Account Executive, SunGard Availability Services
September 25, 2012
TOPIC: Leveraging Local Resources & Relationships to Drive Business Value
Join our distinguished panel of speakers and learn how to put the local expertise and entrepreneurial spirit to work for you and your organization.
Jamie Coughlin, CEO/EIR, ABI Innovation Hub
Mark Galvin, Managing Director, New Hampshire Innovation and Commercialization Center (NH-ICC)
Graham Chynoweth, COO, Dyn