• Business Fundamentals Bootcamp
    Metrowest, MA: June 10, 2016

    Eventbrite - Business Fundamentals Bootcamp - Metrowest, MA: June 10, 2016


    We are excited to announce the Business Fundamentals Bootcamp - Metrowest.  The event will take place on June 10, 2016, at the Wellesley Country Club, in Wellesley, MA.

    As with our past Bootcamp events, we will be lining up an all-star cast of participants from the local business community as speakers and panelists.  The Bootcamp Series is designed especially for CEO’s and CXO’s of growing businesses with a focus on the tactical and operational expertise needed to manage a growing business.  More than 20 speakers will lead sessions focused on the functional areas of marketing, finance, law and human resources to 100+ attendees.

    The Theme of this event is “Growth Strategies for the Scaling Company”, and the event concludes with a networking reception for participants and presenters.


    11:00am-11:30am: Registration
    11:30am-11:45am: Opening Remarks
    11:50am-12:35pm: Breakout Session #1
    12:40pm-1:25pm: Breakout Session #2

    1:30pm-2:30pm: Lunch & Panel

    2:35pm-3:20pm: Breakout Session #3
    3:25pm-4:10pm: Breakout Session #4
    4:15pm-4:30pm Closing Remarks
    4:30pm-6:00pm: Networking & Cocktail Event


    BREAKOUT SESSION #1: 11:50-12:35pm

    Topic: Finance & Administration
    Speaker: Randy Walther, B2B CFO
    Title: Avoiding the Danger Zone:  How to Survive & Thrive in Business

    Topic: Strategy & Marketing
    Speaker: Lisa Murray, Trevi Communications
    Title: Extra! Extra! Ten Tips for Dealing with the Media

    Topic: Management & HR
    Speaker: Patricia Sinacole, First Beacon Group LLC
    Title: HR for Small to Mid-Sized Businesses

    Topic: Strategy & Marketing
    Speaker: Susan Shapiro, Bralan Consulting
    Title: Increase your revenue without working more hours


    BREAKOUT SESSION #2: 12:40-1:25pm

    Topic: Finance & Administration
    Speaker: Mary Duncan, Shepherd & Goldstein, LLC
    Title: Current Tax Issues

    Topic: Finance & Administration
    Speaker: David Clayman, Twelve Points Retirement Advisors
    Title: The Legal and Financial Responsibilities of Administering Your Company Retirement Plan

    Topic: Legal & Risk Management
    Speaker: Eric Osterberg, Osterberg LLC
    IP Basics for Young Businesses

    Topic: Strategy & Marketing
    Speaker: Ken Dixon, Dixon Management Services
    Title: Designing Your Business To Succeed


    LUNCH & PANEL: 1:30-2:30pm

    Title:  Growth Strategies for the Scaling Company
     John Cohan, Ruberto, Israel and Weiner LLP

    Panelist: Sean Gilligan, GesmerUpdegrove LLP
    Panelist: Samantha Halem, Marshall Halem LLC
    Panelist: William Hilton, Gesmer Updegrove LLP
    Panelist: Valerie Samuels, Posternak Blankstein & Lund LLP

    BREAKOUT SESSION #3: 2:35-3:20pm

    Topic: Finance & Administration
    Speaker: Jason Pierce, Edelstein & Company LLP
    Title: Business Valuation Overview

    Topic: Management & HR
    Speaker: Drew Schildwachter, Connect Pay Payroll Services
    Title: Payroll pitfalls and best practice solutions

    Topic: Legal & Risk Management
    Speaker: Eric Sigman, McLane Middleton PA
    Title: Business Entity Formation

    Topic: Strategy & Marketing
    Speaker: Hans Riemer, Market Vantage LLC
    Title: How to Avoid 3 Common & Costly Mistakes in Your Online Marketing


    BREAKOUT SESSION #4: 3:25-4:10pm

    Topic: Finance & Administratio
    Speaker: Anne Dickinson, Eye on Your Business
    Title: Turning up Your Cash Flow by Stopping Your profit Leaks

    Topic: Legal & Risk Management
    Speaker: Christopher Hawthorne, TGA Cross Insurance
    Title: Building an Business Insurance Program

    Topic: Strategy & Marketing
    Speaker: Paul Gleason, Web.com
    Title: Lead Generation and Your Website

    Topic: Strategy & Marketing
    Speaker: Greg DeSimone, Catapult Advisory Group
    Title: Strategic Business Planning made Simple – Eliminate the Distractions, Inspire your Team, Scale your Revenue with Your Exit Strategy Clearly Defined.


    For Tickets click the link below:

    Eventbrite - Business Fundamentals Bootcamp - Metrowest, MA: June 10, 2016