Event Partner:

Massachusetts Society of Enrolled Agents

Presented By:

American Business Media

Family Business Exchange

New England Family Business Magazine

The 2017 New England Family Business Conference was an incredible success! This is a chance for family business professionals to network with industry peers and pick up insider tips on how to successfully mix family and business. With attendance limited to family businesses and vendor-sponsors only, you will be free to learn from family business owners just like you!

Conference Highlights

  • Hear exciting keynote speakers
  • Participate in informative, worthwhile breakout sessions
  • Learn from industry experts and experienced family business owners
  • Network and learn from peers with themed roundtable discussions
  • Free subscription to New England Family Business magazine
  • Monday night cocktail party
  • Breakfast and lunch provided
  • Family Business Exchange Awards Gala – ticket included in Conference price

SORRY! REGISTRATION FOR THIS CONFERENCE IS NOW CLOSED.

Event Partner

2018 New England Family Business Conference Agenda

Tuesday, October 16th, 2018

Time

Event

8 – 8:30 a.m.

REGISTRATION & NETWORKING

Continental Breakfast

9:00 – 9:15 a.m.

WELCOME AND OPENING REMARKS

9:15 – 10:20 a.m.

OPENING KEYNOTE

The Hon. Jane Swift
Former Governor, Commonwealth of Massachusetts

FINDING THE BALANCE WHEN
BUSINESS AND FAMILY ARE THE SAME

Business leaders often have a difficult time separating work from family time. But when family and work are often the same thing, how do family business leaders strike the right balance — both for themselves and for their family members?

The New England Family Business Conference is honored to kick off this year’s event with an insightful and compelling opening keynote from former Massachusetts Governor Jane Swift. The only female governor of Massachusetts, the youngest governor in the nation and the first governor ever to give birth in office — to twins, no less, Gov. Swift knows about bringing balance to your life, and the importance of having a supportive family to do so.

 

10:30 – 11:15 a.m.

Conflict Management

FAMILY BUSINESS CONFLICT ISN’T ALWAYS FIGHTING

Family business conflict can come in two forms. Active conflict (fighting) compromises the business and threatens family relationships and shared wealth, while passive conflict (being stuck) prevents stakeholders from moving forward or making decisions from fear of conflict. A common reaction is creating siloed organizations, avoiding each other and important conversations necessary for good planning. Active conflict is easy to recognize; passive conflict—much more subtle—is far too easy to ignore. Passive conflict that is ignored can explode into active conflict with severe consequences on the business and family relationships; active conflict in family business can be extreme and intractable. Rikk Larsen, MBA, Partner Continuity Family Business Consulting, will help you engage with the differences that are driving conflict and reap event greater rewards than those families who never faced such adversity.

11:15 a.m. – Noon

FINANCIAL STRATEGIES SESSION

TIL DEATH DO US PART: UNDERSTANDING THE PRE-NUP PROCESS

Noon – 1:30 p.m.

NETWORKING LUNCHEON

LUNCHEON KEYNOTE
Warren Brown
Inspirational Entrepreneur and Founder of CakeLove, former host of the Food Network’s Sugar Rush

LET FAMILY FUEL YOUR PASSION, LET CHANGE GUIDE YOUR COURSE

Warren Brown is the owner of the Washington, DC-based Countertop Productions, Inc., CakeLove and the former host of the Food Network’s Sugar Rush, Warren Brown is an entrepreneurial icon. Taking an unconventional career path, he left his job as an attorney to pursue his passion – baking cakes.

Warren founded his first bakery, CakeLove, in 2002 and fell in love with a relentless pursuit of perfecting his recipe for success. He has set an example of innovation and the need for change, in order to grow business. In 2012, he recognized the years of erosion from competition and a difficult economic climate; and after much research and development, he realized his next product; cake in a jar, followed by a healthy snack line, Spark Bites (soon to be released). After some time, Warren came to realize the change of his business model, thus the growth of his Cake in a Jar line; he decided to quietly close all CakeLove retail stores.

Cake in a jar has moved into stores like Walmart, WholeFoods and enjoys a seat on Virgin Atlantic and Virgin Australia flights. His cake in a jar is packaged under two different brands CakeLove and Don’t Forget Cake! He is the author of four cookbooks in which he reveals his baking secrets and time saving tips in the kitchen.

Warren Brown has been recognized for his entrepreneurial spirit and innovation by local and national media including The Oprah Winfrey Show, The Today Show, NPR, CNN, and Inc. magazine. He has been featured in national advertisement campaigns for American Express and in numerous books on career change. In 2006, he was  named the Small Business Person of the Year by the U.S. Small Business Administration.

An in-demand motivational speaker, Warren Brown exemplifies the entrepreneurial spirit, and encourages you to explore the passion that comes from loving what you do. Demonstrating to audiences the power of hard work and passion, he encourages individuals to direct themselves to greatness and find their own personal calling. He lives in Washington, DC with his wife and two daughters.

 

1:30 – 2:30 p.m.

CONCURRENT SESSIONS

TOP TAX TRAPS FOR FAMILY BUSINESSES

Enrolled Agent is the highest designation awarded by the Internal Revenue Service, and Enrolled Agents are America’s Tax Experts. Join Beth Logan, president of the Massachusetts Society of Enrolled Agents, as she discusses recent tax code changes that family businesses need to be aware of. Beth is also author of two books, Divorce And Taxes: 15 Things You Should Check Before You Sign The Divorce Decree, and The Voters Guide To Tax Policy.

 

2:30 – 3:30 p.m.

SUCCESSION ISSUES

PASSING THE TORCH TO THE NEXT GENERATION

Handing over the reins to the family business can be a daunting task with many layers and competing priorities.  David M. Paradise, Ph.D., founder and president of The Family Business Resource Center, will help you consider an action plan for the future of your business while addressing topics such as communication, emotional factors, shared and non-shared goals and the impact of succession on all parties – the family, employees and the larger community.

 

3:30 p.m. – 4:30 p.m.

CLOSING KEYNOTE

Joe Andruzzi
Three-Time New England Patriots Superbowl Champion

FINDING YOUR WINNING STRIDE


joe-andruzzi
From a slow career start to three Super Bowl rings; From a brutal cancer diagnosis to a survivor committed to helping others — the Joe Andruzzi story is a remarkable tale of overcoming the odds. Andruzzi played college football at Southern Connecticut State University in New Haven, Connecticut, where he majored in special education. He played every position on the offensive line and started all four years. Andruzzi was a Division II All-American his junior and senior years as well as an offensive team captain during his senior season. Andruzzi played high school football at Tottenville High School in his hometown of Staten Island, New York City, New York. He was a classmate of Major League baseball All Star starting pitcher Jason Marquis and a teammate of Adewale Ogunleye, defensive end for the Miami Dolphins and then the Chicago Bears.

In 1997, Andruzzi was picked up as an undrafted rookie free agent by the Green Bay Packers. He was allocated by the Packers in February 1998 to play football in Scotland for NFL Europe. Andruzzi was released from the Packers after three seasons. He was then signed by the New England Patriots in 2000, where he played five seasons and earned three Super Bowl rings. In recognition of his contributions, Andruzzi received the Ed Block Courage Award in 2002 and the first Ron Burton Community Service Award in 2003. Andruzzi became a free agent in February 2005 and was signed by the Cleveland Browns. He played with them for two seasons.

In 2001, Andruzzi and his wife, Jen, were introduced to C.J. Buckley, who had an inoperable brain tumor. The families became very close and, therefore, it was devastating when C.J. died late in 2002. Always driven to help others in need, the couple launched the C.J. Buckley Brain Cancer Research Fund at Children’s Hospital.

On May 30, 2007, Andruzzi was diagnosed with non-Hodgkin’s Burkitt’s lymphoma, predicted to double in size in just 24 hours. The family relocated back to New England where Andruzzi had an aggressive form of chemotherapy treatment over three months at Dana-Farber Cancer Institute and Brigham and Women’s Hospital. Andruzzi’s last treatment was on August 6, 2007 after which he spent the following year at home in recovery.

After completing treatment, the Andruzzi family founded the Joe Andruzzi Foundation in 2008. They are committed to tackling cancer’s impact by providing financial assistance for patients and their families as well as funding pediatric brain cancer research.

 

4:30 p.m. – 7:00 p.m.

FAMILY BUSINESS AWARDS RECEPTION & GALA