2025-2026
Wednesday, September 17, 2025 - Maximizing the Unique Competitive Advantage of Your Family Business: Defining and building on your “Familiness Advantage.” Guest Speaker: Mike McGrann, Managing Director Brown Brothers Harriman & Co.
Wednesday, October 15, 2025 - The Law Family Council— Building Connections and Opening Communication in Our 6th-Generation Family Business. Featuring speakers: Brian Law, Lisa Law and Victoria Law of the Law Family Companies
Wednesday, November 20, 2025 "Preserving Family Assets and Mitigating Risk through Family Life Events" Featuring speakers: Nicole Forbes and Sam Keller of Orr & Reno
Wednesday, January 21, 2026 "What You Need to Know About Business Value and Why You Should Care". Featuring Speakers: Louis Pereira, Merrimack Business Appraisers, LLC and Ken Schaefer, M&A Advisor Touchstone Advisors
Wednesday, March 4, 2026 "From Dining Room to Board Room: Smarter Governance for Family Businesses" Featuring Speakers: Eliza Orleans, CFAR Principal and Lauren Howard, CFAR Manager.
Thursday, May 14, 2026 - "Ways to Grow Family Business Valuation and Planning for Next-generation Transfer" Guest Speaker: Brad Kayton, Regional Director, The CFO Centre
2024-2025
Wednesday, September 18, 2024 - "Family Business Planning & Succession"
Ian Frederick, Partner & Financial Planner, Commonwealth Financial Group
Chelsea Brochu, Estate Planning Strategist, Coastal Financial
Chris Hussey, Managing Director, Baker Newman Noyes
Thursday, October 24, 2024 - "Managing Expectations - tools and techniques to support a successful transition" Combination CEO and CFE Program featuring Rick Brenner of the NH Fisher Cats for the CEO Speaker Series and Laura Montville, Principal and Senior Consultant, Montville & Company.
Wednesday, November 20, 2024 "Evolving Leadership Style and Company Culture to Embrace ALL Generations" Discussion Facilitator, Paula Williamson-Reid, Panelists include; Bill Hickey, President of the Turner Group, Chris Guzikowski, COO of Rise Private Wealth Management, and Keith Bamford, CEO of Daystar.
Wednesday, January 22, 2025 "Out with the Old, in With the Old Administration"
Brian Gottlob, Director Economic and Labor Market Information Bureau.
Wednesday, March 5, 2025 "Get A Grip" Kristin Bishop, EOS.
Thursday, April 24, 2025 - "From Investor to CEO to Chairman to “What’s Next”?
Combination CEO and CFE Program - Featuring Rod Harl, Chairman & Former CEO of Alene Candles and Chris Trout, Lead Differently.
2023-2024
Wednesday, September 27, 2023
"How to Mitigate a Crisis Arising from the Loss of the Leader of Your Family Business"
Peter Burger, President Orr & Reno
Virginia Symmes Sheehan, Shareholder, Orr & Reno
Thursday, October 26, 2023
“Conflict Resolution”
Rachel Campagna, Assoc. Professor Management Paul College, UNH
Wednesday, November 15, 2023
“The Non-Family Executive in the Family Business”
Discussion led by Jessica Geiben Lynn
Panelist to includes: Larry Haynes of Grappone Auto, Rick Brenner of the NH Fisher Cats, Kris Blomback General Manager, Pat’s Peak Ski Area
Wednesday, January 24, 2024
"Lessons Learned/Lessons Shared Between Generations"
Discussion led by David Greer, CEO, Wire Belt
Panelist Included: Joe and Andrew Guyton - The Guyton Group, Forge Financial, Craig and Nick Jewett - Jewett Construction, Hollie and Josh Noveletsky - Novel Ironworks Inc.
Wednesday, March 6, 2024
"Crucial Conversations in Family Business"
Michelle Gray, President & Founder of HR Synergy
Thursday, April 25, 2024
"Get More from Your Marketing"
Darci Knowles, Founder & Creative Director, DARCI Creative
2022-2023
Wednesday, September 21, 2022
"Avoiding Relational Pitfalls in Family Business"
Allison Carey, LLC
Wednesday, October 19, 2022
“Getting to the Other Side of a Family Business Transaction”
Brandi Bonds, Managing Partner, Next Level Now
Wednesday, November 16, 2022
“Copreneurial Couples: What’s Love Got to Do With It?”
Everett Moitoza, EdD, MBA, Principal
Wednesday, January 25, 2023
"The Business Balance Sheet and the Personal Balance Sheet"
Hope Martin, CFP, Managing Director & Wealth Advisor, Vigilant Wealth Management
Wednesday, March 1, 2023
"Collaboration is the Missing Ingredient — Losing Private and Family Business in Community"
Rick Scruggs,CEO/Founder/Advisor, Financial Designs and Andrew Lee, Advisor, Andrew Lee and Co.
Wednesday, April 26, 2023
"NH Leading Trust Laws"
Chip Martin, President, IQ EQ Trust Company US
2021-2022
Wednesday, October 13. 2021
"CEO Compensation and Current Practices"
Rhonda Farrington, CCP, Managing Director
Wednesday, Novemeber 3, 2021
"So, You’re in the Family Business…"
David Karofsky, The Family Business Conulting Group
Wednesday, December 1, 2021
"Clear the Decks: Grow the Company (and Connect the Crew)"
Chuck Richards, CEO CoreValue Software
Wednesday, March 2, 2022
"Financing in a Family Business"
Peter Rayno, Enterprise Bank, Rachael Roderick, US Small Business Adminstration, James Key-Wallace, NH Business Finance Authority, Laurel Adams, Regional Economic Development Center
Wednesday, April 27, 2022
"To Sell or Not To Sell"
Scott McKenzie, CPA Baker Newman Noyes
2020-2021
Thursday, September 24, 2020
"What a Crisis Like COVID Should Make You Think About - Institutionalizing Your Business for Generations and Overall Succession"
Speakers include Ivan Pirzada, Ben Persofksy, and Dan Head of Brown Brothers Harriman.
Thursday, October 15, 2020
"Remote & On-Site Worker Considerations"
Amy Cann, SHRM-SP, SMS of HR-ROI
Wednesday, November 4, 2020
Dick Anagnost, Founder, and President of Anagnost Companies
Wednesday, January 27, 2021
"The Art of the (Transition) Deal"
Peter Burger, Attorney and Brad Melson, Attorney at Orr & Reno
Thursday, March 25, 2021
"How to become a B Corp”
In conjunction with Institute for Family-Owned Businesses, Maine
