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EVENTS

Upcoming events

    • May 04, 2017
    • 8:00 AM - 6:00 PM
    • Waltham Woods Conference Center, Waltham, MA

    Flexible & Intentional Transitions

    Keeping Your Business FIT in Uncertain Times

    The enormous political changes seen both nationally and in New England will challenge advisors and business owners in 2017 and beyond. With uncertainty in the air, it is more important than ever to be flexible and intentional in gaining new insights for successfully growing and managing your business.

    From fast-growth talent acquisition challenges to out of the box approaches in succession planning, our 2017 Summit will be filled with active discussions around value growth and transitions.

    This all-day event will host more than 200 advisor and business owner attendees, and feature keynote speakers, CEO forums and panel discussions on the subjects most important to business owners in all stages. New this year is a LIVE CEO Case Study showcase where 3 CEOs will share one of their challenges in front of top level advisors and industry experts.

    For all Summit information visit the Summit 2017.

    AGENDA

    7:30 - 8:00 AM:  Registration, Networking & Continental Breakfast

    8:00 - 8:15:  Welcome

    8:15 - 9:00:  KEYNOTE SPEAKER                     
    Karyn Polito, Lieutenant Governor, Commonwealth of Massachusetts

    Lieutenant Governor Karyn Polito began her public service in local government, serving as a member of the Shrewsbury Board of Selectmen. She then expanded her work to the state level, serving as a member of the State Lottery Commission. Then, in 2001, Polito ran for State Representative and won, proudly representing the residents of the 11th Worcester District (Shrewsbury and Westborough) for five terms.

    Polito has also worked hard to promote jobs and economic development, especially encouraging young people to explore careers in science and technology. She served on the Robert H. Goddard Council on Science, Technology, Engineering and Mathematics Education, and she hosted the annual “Women in Science” conference in Worcester. She is a board member of the Worcester Area Regional Chamber of Commerce, and the Corridor Nine Area Chamber of Commerce.

    9:05 - 10:05:  CONCURRENT BREAKOUT SESSIONS

    Session A
    FALL RISK: How a CEO’s Near-Fatal Accident Put Life, Business, and the Future into Perspective 

    On August 17, 2016, The Ariel Group CEO Sean Kavanagh was struck by a pickup truck while bicycling to work. Having suffered multiple broken bones and severe brain trauma, Sean fell into a two-week coma while in intensive care. During his recovery, Sean was designated a “Fall Risk” by his doctors and wore a bracelet to warn the medical staff to keep him in bed.

    As Sean recovered, he kept his bracelet on as a reminder of how the accident transformed his entire perspective, revealing that in life, family, and business, we are all “fall risks,” but that we should never let fear or procrastination keep us from taking the next step. Seven months later, Sean is recovered and paying it forward in a big way by opening his home to a Syrian refugee family, as Boston TV station WBZ-TV recently reported.

    Join us for an intimate discussion with CEO Sean Kavanagh as he shares how nearly losing it all helped him to realize what not to delay into the future, why relationships matter, and how others can define their own personal “fall risk” and achieve similar perspective.

    Sean Kavanagh, CEO, The Ariel Group

    Session B
    Imugen: Our 27-Year Story – Startup, Growth, Sale and Post-Acquisition

    The presenters will discuss the challenges faced and overcome during the various stages of Imugen’s 27-year life with particular emphasis on the business and personal decisions and emotions experienced in the process of selling the company and life in the post-acquisition period.

    Kathy Berardi, Founder, Imugen
    Donald Burnham, Partner, Eckert Seamans
    Tony Fiore, Business Consultant

    MODERATOR: Greg Rush, Partner, Dunn Rush & Co. LLC

    Session C    
    The Leader-Leader Model for Fast Growth Companies

    The Leader-Leader Model for Fast-Growth Companies
    In fast-growth industries, agility and change are the hallmarks of the future. This panel will examine how talent acquisition and retention work for companies in hyper-growth industries like technology and life sciences.

    Against the backdrop of Cloudlock’s recent sale to Cisco as a case study, the panel will discuss strategies for leaders to handle vulnerability, trust, constructive criticism and incorporating emotional intelligence in their everyday practice. From the perspective of employees, the panel will explore strategies and best practices for maintaining an engaged, empowered, and acknowledged workforce, all in the face of the unique challenges that define fast-growth industries.

    Attendees will come away with practical leadership strategies and techniques unique to companies operating in fast-growth industries.

    Regina Hufnagel, EA to CEO, ZappRx
    Jessica Miller Noj, Director of Human Resources, Cloudlock
    Nettie Nitzberg, Founder and Principal, West5 Consulting
    Warren Rutherford, Owner, The Executive Suite
    Gil Zimmerman, CEO, Cloudlock

    MODERATOR: Jillian Hufnagel, Chief of Staff, Cloudlock

    10:05 - 10:30:  Networking Break

    10:35 - 11:35:  CONCURRENT BREAKOUT SESSIONS

    Session A
    J&G Foods: How One Company Transitioned from Breakeven to 5X in 2.5 Years

    What do you do when your 17-year-old business is operating at breakeven and you want to be in a position to retire in five years? Hear from the team that transformed J&G Foods into a solidly profitable, industry segment leader in just 2.5 years and why the company is now firing on all cylinders.

    Attendees will hear how J&G Foods and its advisors identified the roadblocks inhibiting future success, built their leadership and supporting teams, reduced operating costs while increasing productivity and created a culture of continuous improvement and total team engagement while President and Founder Joe Piperato prepared the company for his eventual exit.

    Chris DiCenso, Managing Partner, Growth Strategy Partners LLC
    Bill Leva, Chief Operations Officer, J&G Foods, Inc.
    Joe Piperato, President, J&G Foods, Inc.

    MODERATOR - David Poulin, The Bay Colony Group at Morgan Stanley

    Session B 
    Leveraging Intangible Assets to Increase Business Value

    Recent industry studies estimate that up to 90 percent of a company’s value lies in intangible, invisible assets not found on the balance sheet; that is, technical expertise and skills, innovation, public reputation, patents, business networks, and institutional knowledge. Consequently, what one knows can be just as valuable as what one owns when it comes to maximizing business value for the eventual exit.

    Attendees will learn how to identify and leverage intangible assets to create equity and drive business value, hear proven techniques for raising visibility and enhancing that value, and ultimately gain an understanding of how the intangible can have very tangible impacts on growth and exit planning.

    Tony Boschetto, Director, AMS Clifton Larson Allen

    William Hilton, Partner, Gesmer Updegrove
    Keith Loris, President and CEO, Sales Renewal Corporation
    Brad Taylor, Director, Marcum LLP

    MODERATOR: Lisa Murray, Founder and Owner, Trevi Communications, Inc.

    Session C
    Clash of the Culture Change

    Culture change is among the greatest challenges to achieving a successful transformation. Beyond new processes, tools, and documents, culture change means new habits, new ways of thinking, and new ways of working.

    Through moderated discussion, attendees will learn successful strategies for dissolving the post-transaction clash between culture change and corporate transformation, which often starts by simply acknowledging early successes, encouraging an open mind, and setting employees up to succeed.

    Bonni DiMatteo, President and Co-founder, Atlantic Consultants
    Claudette Rowley, CEO, Cultural Brilliance™
    Tom Stammberger, Director of Learning & Development, Black Diamond Networks

    MODERATOR: Iris Stammberger, CEO, TALBOK Consulting, LLC

    11:35 - 12:25 PM:  Lunch

    12:30 – 1:30:  CONCURRENT BREAKOUT SESSIONS

    Session A
    FALL RISK: How a CEO’s Near-Fatal Accident Put Life, Business, and the Future into Perspective

    On August 17, 2016, The Ariel Group CEO Sean Kavanagh was struck by a pickup truck while bicycling to work. Having suffered multiple broken bones and severe brain trauma, Sean fell into a two-week coma while in intensive care. During his recovery, Sean was designated a “Fall Risk” by his doctors and wore a bracelet to warn the medical staff to keep him in bed.

    As Sean recovered, he kept his bracelet on as a reminder of how the accident transformed his entire perspective, revealing that in life, family, and business, we are all “fall risks,” but that we should never let fear or procrastination keep us from taking the next step. Seven months later, Sean is recovered and paying it forward in a big way by opening his home to a Syrian refugee family, as Boston TV station WBZ-TV recently reported.

    Join us for an intimate discussion with CEO Sean Kavanagh as he shares how nearly losing it all helped him to realize what not to delay into the future, why relationships matter, and how others can define their own personal “fall risk” and achieve similar perspective.

    Sean Kavanagh, CEO, The Ariel Group

    Session B
    Imugen: Our 27-Year Story – Startup, Growth, Sale and Post-Acquisition

    The presenters will discuss the challenges faced and overcome during the various stages of Imugen’s 27-year life with particular emphasis on the business and personal decisions and emotions experienced in the process of selling the company and life in the post-acquisition period.

    Kathy Berardi, Founder, Imugen
    Donald Burnham, Partner, Eckert Seamans
    Tony Fiore, Business Consultant

    MODERATOR: Greg Rush, Partner, Dunn Rush & Co. LLC

    Session C       
    The Leader-Leader Model for Fast Growth Companies

    The Leader-Leader Model for Fast-Growth Companies
    In fast-growth industries, agility and change are the hallmarks of the future. This panel will examine how talent acquisition and retention work for companies in hyper-growth industries like technology and life sciences.

    Against the backdrop of Cloudlock’s recent sale to Cisco as a case study, the panel will discuss strategies for leaders to handle vulnerability, trust, constructive criticism and incorporating emotional intelligence in their everyday practice. From the perspective of employees, the panel will explore strategies and best practices for maintaining an engaged, empowered, and acknowledged workforce, all in the face of the unique challenges that define fast-growth industries.

    Attendees will come away with practical leadership strategies and techniques unique to companies operating in fast-growth industries.

    Regina Hufnagel, EA to CEO, ZappRx
    Jessica Miller Noj, Director of Human Resources, Cloudlock
    Nettie Nietzberg, Founder and Principal, West5 Consulting
    Warren Rutherford, Owner, The Executive Suite
    Gil Zimmerman, CEO, Cloudlock

    MODERATOR: Jillian Hufnagel, Chief of Staff, Cloudlock

    1:35 - 3:15:  NEW - Live CEO Case Studies

    We will showcase three company CEOs and a challenge their company is facing. Each CEO will have a board of advisors assigned to them who will have been briefed on the issues at hand and come prepared with questions and ideas. Attendees will have the privilege of listening in on the conversations and questions back-and-forth, and at the culmination of the three sessions, each CEO will share what actions they will take based on the dialogue with the advisors. Attendees will then have the chance to ask questions and offer commentary or suggestions.

    Whether you are a business owner, CEO or an advisor, you do not want to miss this unique opportunity to observe real CEOs solve real challenges, some of which you may face in your business as well.

    Companies
    Howard Goldman, CEO, Humboldt Storage & Moving
    Challenge: Increase Customer and Product Diversification

    Advisors
    Linda Varrell, President and CEO, Broadreach Public Relations - Captain
    Janey Bishoff, CEO, Bishoff Communications
    Joe Rahal, Owner, Rahal Consulting
    Bill Rodgers, Partner, Tarlow Breed Hart & Rodgers, PC

    Arthur Barrett, President, Barrett Distribution Centers
    Challenge: Risks and Rewards of a Robotic Automation
    Advisors

    Caleb White, former President and CEO of Ensign-Bickford- Captain
    Chris DiCenso, Managing Partner, Growth Strategy Partners LLC
    George Jensen, President, Glenlyon Management, Inc.
    Steve Sienkiewicz, Founder & President, Accelerate

    Wendy Foster, President and CEO, Big Brother Big Sister of Massachusetts Bay
    Challenge: Achieve Optimal Productivity

    Advisors
    Iris Stammberger, CEO, TALBOK Consulting, LLC - Captain
    Keith Boudreau, Partner, Newport Board Group
    Jack Finning, Partner, AAFCPAs
    Andy Snider, President, Snider Associates

    MASTERMIND: Rudi Scheiber-Kurtz, CEO & Founder, Next Stage Solutions, Inc.

    3:15 - 3:25:  Networking Break

    3:30 - 4:30:  FIRESIDE CHAT   
    Rob Waldron, CEO, Curriculum Associates

    Private Company Growth - Focus on Culture, Shared Values and People First

    CEO Rob Waldron will share lessons learned from his experience transforming a traditional educational publishing company into an industry-leading digital powerhouse. With no outside capital, Waldron and team drove organic growth from $39M to $190M in just four years, establishing Curriculum Associates one of the fastest-growing private companies in Massachusetts. Waldron will also discuss how a relentless focus on talent, shared values and a culture of philanthropy helped to drive one of the most unique business transitions in recent memory.

    Notable recognitions include:

    · Ernst & Young - 2016 Entrepreneur of the Year (Rob Waldron), Big Data category
    · Boston Globe - Top Places to Work (2014, 2015, 2016)
    · Entrepreneur Magazine - 2017 Top Company Culture List
    · Boston Business Journal - 2016 Fastest Growing Companies in MA, Best Places to Work, Top Charitable Contributor
    · Inc. 5000 – Fastest Growing Private Companies in the US (2015, 2016)

    4:35 - 4:45:  Closing Remarks

    4:45 - 6:00:  Cocktails & Networking



    • May 23, 2017
    • 7:30 AM - 9:30 AM
    • Southern New Hampshire University, Walker Auditorium, Robert Frost Hall, 2500 North River Road, Manchester, NH
    From Dorm Start-up to International Tech Company


    Silicon Valley may be known as the mecca for tech start-ups, but Manchester-based Dyn, an internet performance company, is bringing a technology focus to the Queen City.

    Our next XPX New Hampshire event will take place on May 23, 2017, and explore how Dyn went from dorm room start-up to a major technology company with more than 350 employees, and clients that include Netflix and Zappos.

    Recently acquired by Oracle, Dyn was started in 2001 by Worcester Polytechnic Institute students Jeremy Hitchcock, Tom Daly, Tim Wilde and Chris Reinhardt. Tom Daly, along with Kyle York, Dyn Chief Strategy Officer, and Dave Allen, Dyn General Counsel, will share the history of Dyn, explore how the company grew, the process of being acquired by Oracle, and what the future holds.

    Speakers
    Tom Daly, Co-Founder, Dyn
    Kyle York, Chief Strategy Officer/GM, Dyn
    Dave Allen, General Counsel, Dyn

    Moderator: Gerri King, Ph.D., President, Human Dynamics Associates

    Continental breakfast will be served.

    Investment
    XPX New England Members: Complimentary
    Nonmembers: $35

    Thank You to Our Meeting Sponsors!

    Host Sponsor


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