Upcoming events

    • 08 May 2014
    • 5:30 PM - 8:30 PM
    • Advanced Technology Manufacturing Center 151 Martine St, Fall River, MA 02723
    It is often core values that set a family business apart from other operating companies. Most family businesses appreciate and often highlight the importance of family core values in the operation and mission of their business. Creating and sustaining a family business culture which thrives due to the practice of explicit core values is the central purpose of this event. 

    This presentation will include practical exercises which will define more clearly your family business' core values and how to operationalize them in daily best business practices. We will review how the leadership within the family business can best utilize their core values in all aspects of the business, from supervisory practices to exceeding customer expectations. 

    Come join us for a thoughtful, energetic and interactive evening  and learn from other family businesses how they utilize their core values to achieve success.

    This event will be FREE but we ask to please register!

    • 12 Jun 2014
    • 5:30 PM - 8:30 PM
    • Advanced Technology Manufacturing Center 151 Martine St, Fall River, MA 02723
    The exit depends on the many things, often including being at the right place at the right time. A bit of luck never hurts! But to manage the risks and truly optimize the exit, team work is an absolute requirement. The value exchange between advisor and owners is at it apex when an exit has been artfully orchestrated.
    Dan Gugliemo
    This presentation, based on the actual experience of entrepreneurs, will highlight what it takes to make across the finish line with both wealth and dignity. 

    Join Dan Gugliemo from Trust Design on February 13th.

    Gugliemo co-founded The Owner’s Academy based at Babson College and The Boston Exit Planning Exchange, supported by business owners and professional advisors across the U.S. Dan worked at the Securities and Exchange Commission (SEC) as a Finance Attorney.

    Please Note: This is a special annual event featuring a traditional New England Clam Boil therefore there is a fee for all guests including members.   Reservations needed by June 5th!!

    Sponsored By:

    The beverage sponsor for this event is:

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