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University of Massachusetts Amherst

Family Business Center

Attend a dinner forum of the UMass Amherst Family Business Center

Take a test drive

Call Ira Bryck, center director at (413) 545-4545 to get more information, discuss your situation, and commit to an evening that will expand your thinking about growing your business.


DECEMBER 9, 2014 •TUESDAY, 5:00-8:30 PM

THE LOG CABIN BANQUET AND MEETING HOUSE, HOLYOKE, MASS

SEVERAL COMPELLING STORIES FROM WESTERN MASS BUSINESS OWNERS (LESSONS INCLUDED) Tonight we hear the experiences of a few people who created, continued or rebuilt great companies. Or whose business failed, but not without valuable lessons. Their stories might inspire us, teach us, scare us, and probably prepare us. Be prepared.

The interviewers are all Strategic Partners of the UMass Family Business Center.

Michael Camerota speaks with Eric Hagopian. Eric was the 3rd generation of Hoppe Technologies, a precision machine shop in Chicopee. He and his brother Doug started with their father, Gary, and then were sibling partners, carrying on a tradition of innovation and measured risk, and oversaw the growth that led to the sale of the company. Learn about the ingredients that led to their well-orchestrated exit.

Kris Houghton introduces us to Attilio Cardaropoli, who bought the Twin Hills Country Club in bankruptcy and has brought it to full membership and put on an addition, nearly tripling the size of the club. Hear what it took to create this dramatic turnaround of a failed business in a threatened industry.

Ron Weiss talks with Kevin Kervick, Kevin ran Bassette Printers, which was seriously affected by a client bankruptcy and an equipment disaster that sidelined a major asset for four months. His company ceased doing business as a result of the workout process initiated by its bank after a default on a loan covenant. They will discuss some useful takeaways from Kevin's experience.

Charlie Epstein will interview Joe Cambi. Joe grew his father's small food business in Springfield into Springfield Food Service Corporation and sold it for over one hundred million dollars; then started up several companies, including one of the largest mortgage origination companies in the U.S. You will be inspired by the energy and optimism of Joe's serial entrepreneurship.

STEPS YOU CAN TAKE TO PROTECT YOUR BUSINESS FROM EMPLOYEE FRAUD, presented by ANTHONY GABINETTI, CPA, TOM DOWLING, CPA, and KARA GRAVES, CPA, of MEYERS BROTHERS KALICKA, PC, A STRATEGIC PARTNER OF THE UMASS FAMILY BUSINESS CENTER .


MARCH 10, 2015 •TUESDAY, 5:00-8:30 PM

THE LOG CABIN BANQUET AND MEETING HOUSE, HOLYOKE, MASS

BECOME THE LEADER YOU'D LIKE TO FOLLOW BY APPLYING THE THREE PRINCIPLES OF IMPROV

The same skills that make Improv Theater performers successful can make us
all successful, at work, in sales, and in life...and they are easily available for us to use.

We are so pleased to have a return engagement by IZZY GESELL (who did quite well with us in 1995!). Izzy is an organizational alchemist who helps individuals and organizations move from commonplace to extraordinary. He was one of the first to use Improv Theater concepts as tools for personal and organizational learning. He is the author of Playing Along: Group Learning Activities Borrowed From Improvisation Theater, a co-author of Cancer & The Healing Power of Play, and of Humor Me: America’s Funniest Humorists on the Power of Laughter, and a contributor of a chapter on Improvisation as a facilitation tool in the IAF Group Facilitators Handbook. His latest project is a deck of cards with improv games on them. Recognized by his peers, he has earned a Certified Speaking Professional (CSP) designation from the National Speakers Association. Less than 15% of NSA’s 4,000 members are CSPs. The International Association of Facilitators (IAF) regularly calls on him to train facilitators in his techniques.

ALSO, a pre-dinner presentation on a relevant subject, to be revealed later, by TOUCHSTONE ADVISORS, a strategic partner of the UMass Family Business Center.


APRIL 28, 2015 •TUESDAY, 5:00-8:30 PM

THE LOG CABIN BANQUET AND MEETING HOUSE, HOLYOKE, MASS

HARNESSING THE POWER OF SYSTEMS THINKING IN YOUR COMPANY   There are so many moving parts in your company, so sometimes it’s hard to see the big picture. But then how do you know if those are the right parts, moving in the right way? Through systems thinking and mapping, you can gain the ability to see the interdependence of the parts, identify patterns that repeat over time, uncover beliefs that form resistance to change, and respond to feedback that helps you and your organization learn and revise, and discover where the “leverage points” are that you can use to achieve your highest goals and take effective action. This presentation will include 3 cases from FBC member companies, where our presenter, Joe Laur, helped owner/managers map and comprehend the systems in their companies, so that they (and you) have a greater grasp on the loops, patterns, and leverage points so they could take the necessary actions and achieve their desired results.

Tonight’s presenter is JOE LAUR, a founding partner of SEED Systems, an international consulting firm that works with individuals, teams and organizations through teaching and coaching to transform organizations and create a sustainable world. Joe has worked with Harley-Davidson, Green Mountain Coffee Roasters, Nike, Waste Management, and many more; focusing on organizational learning, personal effectiveness skills and sustainable development.

ALSO, a pre-dinner presentation on a relevant subject, to be revealed later, by EPSTEIN FINANCIAL GROUP, a strategic partner of the UMass Family Business Center.


JUNE 16, 2015 • TUESDAY, 5:00-8:30 PM

DELANEY HOUSE, HOLYOKE, MASS

THE ART OF CONSTRUCTIVE CONFRONTATION: HOW TO ACHIEVE MORE ACCOUNTABILITY WITH LESS CONFLICT Most people assume that confrontation is unpleasant and to be avoided. But it's the conflict and anger that comes from avoiding confrontation that's what you actually fear. Constructive confrontation provides a systematic approach to have members of any team or organization honor their promises, and clearly understand the expectations of what they need to do. By actually planning to have confrontations, not in a spirit of fear, but with commmitment to common goals, people will be more accountable and achieve their goals. To build an organization where this all happens well, people are coached to be able to coach, to help each individual do what they do best, that the organization needs most. All of this creates an active dialog that keeps principles above personalities, ensures greater accountability, and a company where people deal with issues sooner, decreasing conflict. You may understand WHY this is good to do, but at tonight's forum you will learn HOW to do it. We will also discuss several specific situations faced by audience members at their workplaces, and walk through the steps to you need to take in response.

Presented by JOHN HOOVER, PhD, whose work at the NYC firm Partners International is to define and design the company’s theoretical approach to and practical methodology for executive coaching and talent strategy consulting. His executive experience with The Walt Disney Company and McGraw-Hill, his M.A. in Marriage & Family Therapy, and PhD in Human & Organization Development uniquely position him to invoke creativity, innovation, and systems theory when coaching key policy makers in making critical organizational decisions that unleash the full talent potential of their organizational populations. An author or co-author of more than a dozen books on leadership and psychology, including How to Work for an Idiot and Leadership When the Heat's On, John is the creator of the Contextual Coaching™ model at Partners International. He developed curriculum and taught in graduate–level certification programs based on Coaching in the Organizational Context at CUNY and Fielding Graduate University.

ALSO, a pre-dinner presentation on a relevant subject, to be revealed later, by MEYERS BROTHERS KALICKA, PC, a strategic partner of the UMass Family Business Center.


SEPT 16, 2015 •WEDNESDAY, 5:00-8:30 PM

CLARION HOTEL AND CONFERENCE CENTER, NORTHAMPTON, MASS

EFFECTIVE BUSINESS DECISION MAKING IN THE FAST CHANGING ENVIRONMENT OF THE 21ST CENTURY

How many decisions do you make in the course of each business day? How often are they based on a gut feeling, versus measurable, relevant data? How accurate is your gut, and how well can you really tune into it? And how do you know which data is accurate, not to mention relevant? How can you be sure you're considering all the consequences? Are you reaching for solutions that worked before, not sure they're what is needed for more complex dilemmas? Are you influenced by biases you're not even aware of? This presentation could help you, by exploring the practical aspects of the latest research on Effective Decision Making and how family or closely held businesses are using it to create success.

Come learn to make better decisions, after hearing from DR. VANA NESPOR, Chief Learning Officer and Dean of Online and Adult Studies at Bay Path College and DR. TOM LOPER, Associate Provost and Dean of Bay Path's Graduate Business program.

ALSO, a pre-dinner presentation on a relevant subject, to be revealed later, by FIRST NIAGARA BANK, a strategic partner of the UMass Family Business Center.


OCTOBER 20, 2015 •TUESDAY, 5:00-8:30 PM

THE LOG CABIN BANQUET AND MEETING HOUSE, HOLYOKE, MASS

POWER AND AUTHORITY: HOW TO SHARE IT, TRANSFER IT, DELEGATE IT, AND USE IT

There are many ways to use power and authority, aside from the stereotypical command and control autocrat. Hear how several area business leaders found their personal style, sometimes quite different than their predecessor; how they distribute authority throughout their workforce; how the upcoming generation is gaining strength and influence; and how even if the decisions made by leaders are not democratic, they can still be based in fairness and inclusivity. Through panelists, group discussion and an exploration of styles, you might realize what you need to do to to take charge in a healthier way, and instill your company with what it needs to grow a vibrant crop of powerful participants.

ALSO, a pre-dinner presentation on a relevant subject, to be revealed later, by BULKLEY RICHARDSON LLP, a strategic partner of the UMass Family Business Center.


DECEMBER 9, 2015 •WEDNESDAY, 8:30 AM-5:30 PM

CLARION HOTEL AND CONFERENCE CENTER, NORTHAMPTON, MASS

LEARN TO GET THE MOST OUT OF EVERY INTERACTION, BY FINDING THE NEGOTIATOR IN YOU

A full day training for FBC members and strategic partners, that will help grow your skills as a negotiator at work, at home, and in life.

(This is one of our 6 annual events, though not a dinner forum.)

Each one of us negotiates every single day of our lives -- at work, with loved ones, and in other personal interactions. Whether you're buying a TV, deciding on a vacation spot, getting your children to do their homework, or asking for a raise, your negotiating skills are continually put to the test. Did you ever think it possible to negotiate with your boss? Do you dread planning holidays with your in-laws? Do salary discussions make your stomach turn? Escape second-guessing and selling yourself short by finding the Negotiator in You!

At this special full day workshop, you will learn so much about how to navigate the conversations so you and your "opponents" can come to mutually satisfying terms, and success. JOSHUA WEISS, Ph.D., co-founder and senior fellow of the Global Negotiation Initiative of the Harvard Negotiation Project, will explain all you need to know to negotiate in business and in life. You will discover how to deal with deadlocks, with people you think aren't as trustworthy as you, or simply very different; how to separate the people from the problem, how to focus on interests, not positions, how to invent options for mutual gain, and how to insist on using objective criteria. You will leave more able to maximize your advantage and utilize several strategies and tactics, how to discuss sticky family business issues in a fair and adult way, or grievances with anyone, even if they're above or below you on the org chart, as well as recognize how and when to play hardball, and more.

A few things you’ll learn at this special training:

  • How to tell when a conversation suddenly becomes a negotiation
  • What to do when the other party seems hostile or untrustworthy
  • How to manage your emotions during a negotiation
  • How to consider the gender and generation issues
  • What to do when we’re perceived as the “weak consumer”
  • When to make or hold back the first offer
  • When the other party is a seasoned professional
  • How to maintain integrity throughout every negotiation
  • Recognizing when your opponent is using negotiation tricks
  • How to negotiate price
  • Dealing with forces outside your control
  • How to separate positions from people
  • Creating win/wins between buyers and sellers
  • How to keep family and family business discussions from getting too emotional or critical
  • When, why and how to walk away
  • Keeping it fair when there’s a power imbalance
  • How to say no without killing the relationship
  • How to tell when the other party is bluffing, manipulating or bullying
  • Managing your personal strengths and weaknesses as a negotiator

JOSHUA WEISS, aside from his role in the world famous Harvard Negotiation Project, is also managing director of Abraham's Path Initiative, an international nonprofit dedicated to establishing a cultural tourism route through the Middle East to serve as an intercultural meeting place for people of all religions and nationalities. He is the creator of a series, in conjunction with BBC, called The Negotiator in You, teaching people how to more successfully deal with conflict in all areas or work and life. Lastly, Josh is a local, residing with his wife and children in Longmeadow, Mass.

ALSO, a presentation on a relevant subject, to be revealed later, by GIOMBETTI ASSOCIATES, a strategic partner of the UMass Family Business Center.

 

Archive of past UMass Amherst Family Business Center dinner forum

TRY IT- YOU'LL LIKE IT !!

ASK ABOUT OUR TRIAL RUN OFFER
or come as the guest of a member company or corporate partner
For more information, or to register, call Ira Bryck at (413) 545-4545 or email Ira Bryck

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