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.
Members - let us know you are coming at
Not Yet Members - register here

Wednesday, December 11, 2019
“The Hiring and Firing of Family and Non Family Members: Human Resources, Labor Law and Family Considerations”

Puritan Backroom, Manchester NH 
Everett Moitoza, EdD,MBA, Moitoza Consulting; Pubali Chakravorty-Campbell, SHRM-SCP, Human Resource Partners; Suzanne King, Esq. Pierce Atwood
Members - let us know you are coming at
Not Yet Members
register here

Wednesday, January 29, 2020
Strategic Planning, Risk Tolerance and Family Enterprise Growth

The Derryfield, Manchester NH
Members - let us know you are coming at
Not Yet Members - register here

Wednesday, February 19, 2020
The "R" word...Retirement. How to plan, how to fund, how to set it up, how to hand it all off. 

Puritan Backroom, Manchester NH
Members - let us know you are coming at
Not Yet Members - register here

Wednesday, March 18, 2020
Conflict Resolution Through Effective Communication
Copresentors - Everett Moitoza, EdD, MBAMoitoza Consulting 
Gerri King, PhD.
Social Psychologist & Organizational Consultant President, Human Dynamics Association Inc.
Puritan Backroom, Manchester NH
Members - let us know you are coming at
Not Yet Members - register here

Wednesday, April 15, 2020
Capital and Family Businesses

The Derryfield, Manchester NH
Members - let us know you are coming at
Not Yet Members - register here


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