Like the rest of the world, we at the Center are doing the responsible thing and postponing our upcoming events in March & April. We are closely monitoring developments as we head towards May. 

If there is anything we can do to support you and your family business in this unprecedented time, do not hesitate to reach out. Please be safe and well, and we look forward to being together again in the near future.



Programs follow the timeframe below. 

  • 8:00 a.m. -- Coffee, networking, light breakfast
  • 8:30 a.m. to 12:00 p.m. -- Program
  • 12:00 -1:00 p.m. -- Working Lunch


2019/2020 Dates - Topics and Venues 

Wednesday, September 25, 2019
Puritan Backroom, Manchester 
When to Bring in the Outside Experts; One Small Business Owner's Story
Kerri Mobile, CEO of MaineLine Graphics and longtime CFE member, shares the story of her company's path and when outside consultants made sense for her, and in her opinion, made a great difference.
Kerri will be joined by: Everett Moitoza, Moitoza Consulting and Ken Peterson, Next LevelNow.
The second part of the program will feature a dynamic panel conversation facilitated by Michelline Dufort, CFE Director, with experts in other key potential outsource areas, Human ResourcesMichelle Strasburg, Emerson Ecologics, Technology Ryan Robinson, Mainstay Technologies, Marketing - Linda FanarasMillennium Agency.

Wednesday, November 6, 2019 - Combined Program with CEO Members
Portsmouth Country Club, Portsmouth NH
A Family Run vs. A Family Controlled Business 
Tom Manson, CEO Eastern Propane & Oil

Thomas Manson has been the CEO of Eastern Propane & Oil since 2015.  Previously he was the company's exclusive corporate legal counsel for over fifteen years. 
Tom was a Founding Member and Managing Partner of Cook, Little, Rosenblatt & Manson, a business law firm in Manchester, New Hampshire. He is well known
and highly regarded for his work in all aspects of corporate and commercial law for over thirty years, helping a countless number of clients in complex and intricate issues. 
His specialization has been with family businesses and assisting them in achieving successful generational transitions in management and ownership. 
Phil Ryan, RYAN Associates
Experienced senior executive and trusted corporate advisor. Successfully led many organizations through periods of significant transformation and profitable growth as CEO / President including serving as the first non-family CEO of a Family Controlled Enterprise.   A founder of corporate strategy and M&A advisory firms focused on owner-managed companies; led client engagements for three decades.  Extensive leadership roles as a Director / Advisor of public, private, family and not-for-profit organizations.  Currently, facilitate a CEO Peer Group through UNH Center for Family Enterprise.  Education:  BS Civil Engineering and Honorary Doctorate Engineering, Worcester Polytechnic Institute; MBA, Harvard University.

Wednesday, December 11, 2019
Puritan Backroom - Suite B, Manchester NH
The Hardest Part of Management. Dealing with Conflict, Communication and the Law
Everyone knows that the hardest part of any job is managing people. Add into the mix a family dynamic that affects both family member employees and non-family employees. Three expert practitioners in their own areas, Everett Moitoza, EdD,MBA, Moitoza ConsultingPubali Chakravorty-Campbell, SHRM-SCP, Human Resource PartnersSuzanne King, Esq. Pierce Atwood, will bring us through everything we need to know from best practice human management to conflict management to protecting you and your company.
Everett Moitoza, EdD,MBA, Moitoza Consulting; Pubali Chakravorty-Campbell, SHRM-SCP, Human Resource Partners; Suzanne King, Esq. Pierce Atwood

Wednesday, January 29, 2020
The Derryfield, Manchester NH
The Balancing Act – Growing Pains and Managing Risks
“If you’re not growing, you’re dying” is an old business adage.  While there is a lot of truth in that saying, growing can lead to death of a business if it is not carefully thought through and planned.  In family-owned and operated enterprises, the dynamics can be even more complex depending upon individual perceptions of, aspirations for, and fears of growth
In this working session, an experienced business professional and advisor will provide important context for thinking about growth and managing attendant risks, including some that may not be immediately obvious.  You will then be challenged to collaborate with your peers in creating a set of questions to guide management of risks in your growth planning.
The program will be facilitated by John Gilbert of Synchrony Advisors.

Wednesday, February 19, 2020
Puritan Backroom, Manchester NH
Every Family Business Has Its Own Succession Story - A conversation led by Ted Clark, Director of the Northeastern University Center for Family Business
Author of the book Understanding Family Business: Patterns of Ownership and Succession
As the long-time Director of the Northeastern Center for Family Business and a professor in the field of entrepreneurship, Ted has seen it all and through it has formed solid beliefs about family businesses, including: each generation needs to re-create the exiting family business and that succession is just the means; longevity is the goal. 
Ted will take us through things every family business should think about with a series of common-sense questions and generational transfer scenarios. He will engage three particular family businesses to generate conversation among all of us. 
Participating New Hampshire Family Businesses are Nick Mercier, Macy Industries & PILOT Innovations - Jim Proulx, Proulx Oil & Propane and Chuck Thorndike, Annalee Dolls

Wednesday, April 15, 2020

The Derryfield, Manchester NH
Capital and Family Businesses
John Gargasz, Entrepreneur/Private Equity/NH Business Finance Authority
Chuck Withee, The Provident Bank
Chris Duffy, Regional Economic Development Center

A lot of family and closely-held businesses welcome the challenge of additional financing within their business growth strategies. Hear from financing experts on when and why to take on more debt, what are the key business measurements/indicators that matter most and what are the different options you should consider before moving forward.  

  • Best practices: What are the things that lenders, from commercial to non-traditional, look for and what do to different options bring to the deal besides the funds
  • Real estate holdings: what to consider, what to leverage and how does it fit into your assets?  
  • The benefits of restructuring debt loads: when is it time, and what’s the benefit?

Members - let us know you are coming at

Tuesday May 12, 2020
Puritan Backroom, Manchester NH
The Duh! Approach To Management, Supervision, and Conflict Resolution: Dispelling Common
Leadership Myths

Presentor - Gerri King, PhD. Social Psychologist & Organizational Consultant President, Human Dynamics Association Inc.
Business owners and their leadership teams are qualified to execute their professional obligations.  
However, managing and supervising others requires skills and abilities for which most are not trained.  
Family businesses, while innovative and exciting, can be particularly challenging.  This presentation dispels myths associated with effective leadership and provides common-sense approaches that are immediately applicable, especially in areas of conflict resolution and effective communication.
Attendees will learn what works and what doesn’t and will be encouraged to assess and re-think commonly held beliefs about effective leadership. Participants will leave with immediately applicable skills that they can incorporate into their personality, management, and supervisory styles.

Members - let us know you are coming at
Not Yet Members - register here
Following will be our annual awards, stayed tuned for more info. 


2018/2019 Topics
Succession & Continuity Boot Camp
Ranging from necessary ground work and conversations to where to start and find the right resources, this program will address what you need to know in the area of responsible ownership and growth within a family enterprise.

From Owner to CEO - Lars Traffie, Hutter Construction  with Chris Yonkers and Justin Van Epps of CJY Enterprises

This is a combined program with the CEO Forum. 
Owning a company is one thing, really owning it and leading it is another. Hear from others and be inspired to take real charge and move your company forward.
The theme of the day is how to take a family enterprise from responsible ownership to true CEO leadership. Join us for this two-part day where it’s all about learning from others and finding ways to apply it to your own enterprise.

Managing Differences for Business Success and Strong Family Relationships
Many people don’t know how to recognize (or face) family business day-to-day conflict until it explodes. Conflict is inherent and unavoidable in the family business. Through our January program, you can prepare your family to successfully navigate both conflict day-to-day and for when a big transition happens. This program will deliver practical skills to help you understand (and address) differences and to overall prevent conflicts that can derail businesses and family relationships. 
Doug Baumoel, the Founding Partner of Continuity Family Business Consulting and author of the book Deconstructing Conflict: Understanding Family Business, Shared Wealth, and Power, will be joined by Sr. Consultant, Judy Sockol as they offer useful frameworks for insight into your business and presents examples from other family businesses.

Market Value Matters
Whether your goal is to exit, buy-out or grow…at what level do you need your company to perform, and how to get there. Learn from experts and learn, too, where to turn for the necessary resources.

Innovation and Technology
From using technology to advance your business to all you need to know about Cyber Security, this program will address running a business in the technological age. 

Human Resource Strategies and More
" Human Resources " means so much more than just hiring; it has moved from an administrative function to a business leader function. Learn how to leverage your HR team to drive the success of your business and make your company competitive in this labor market and beyond. Rules of engagement with family and non-family member employees, technology in the workplace, and key operating resources unique to family business will be discussed.
Hear from top HR practitioners Pubali Chakravorty-Campbell, SHRM-SCP - CEO of Human Resource Partners and Tracie Sponenberg, SHRM-SCP, SPHE - Senior VP of Human Resources for The Granite Group.

Annual Awards Dinner
Manchester Country Club, Bedford NH
For more information see our awards page.

Questions? Contact or (603) 862-1107