Past Family Business Programs


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


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


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