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University of Massachusetts Amherst

Family Business Center

The UMass Family Business Center is an approved Training Provider

for the Massachusetts Workforce Training Fund

If your privately owned company has 100 or fewer employees, you can get back $1250 of the Full Membership fee for each year's membership in the center.

Applicants can go to the on-line application at www.mass.gov/wtfp and click on “Express Program." 

For more information regarding the Express Program go to www.mass.gov/wtfp/express
If you have questions or concerns, please contact: Kara O'Donnell-Galvin via email or 617 717 9619.

more info about Workforce Training Fund Express Program here


HERE IS THE INFO YOU WILL NEED TO FILL OUT THE APPLICATION FOR WORKFORCE TRAINING FUND EXPRESS PROGRAM, where you can get (if approved) $1250 of your FBC member fee reimbursed by the state, after your paid up member year is completed

Course name: EDUCATIONAL FORUMS FOR FAMILY & CLOSELY HELD COMPANIES

Course ID: 1076498

types of individuals taking course: as selected by owners/managers of company, including managerial, sales, executives, marketing, supervisory, administration, ownership

Address of Training Program/Course Delivery 1: area banquet facilities & business sites

City: Hadley     State: MA     Zip Code: 01035
On-site at employer location: No
Training Topic: Leadership/Management/Planning/Strategy
Training Subtopic: Organization Change/Development
Training Program/Course Capacity: 280
Year Training Program/Course First Offered: 1994
New Training Program/Course: -NA-
Number of Participants in most recent year: 190
Year: 2012

Training Program/Course Description:  Professional development for owners and managers of family & closely held companies, to improve  management, leadership, communication, strategy, innovation, transition, marketing, governance, finance, etc. Globally prominent presenters on provocative and practical topics. Also cross learning, cross training among owners and managers of small and medium sized companies from around Western & Central Mass. Specific, measurable gains in performance, problem solving, sustainability. Interactive presentations that provides continuous stream of new ideas, questions assumptions, promotes out of the box thinking, implementing learning. Diverse student body, where students are execs and owners seeking knowledge and perspective & motivated to share.

SDA(s): -NA-
Activity Categories: Other
Entrepreneurial Training
 Training Program/Course Details
Average Number of Hours Per Week: 1
Average Number of Weeks: 52
Total Number of Hours: 52
Credit Hours:  0
Can Duration Be Customized? Yes
Is training program/course open entry / open exit? Yes
Is this training program/course part of regularly scheduled course offerings? Yes
Online Schedule? Yes
Training Program/Course Offered in: Morning, Afternoon, Evenings
Training Program/Courses offered during scheduled semesters or  quarters: -NA-
Training Program/Course Schedule:  

Start Date
beginning of any month from 9/1/2012 on, for a 12 month term

Refund Policy: If client dissatisfied (after discussion with center director, to try to make it work), will refund unused pro-rata portion. Client agrees to pay pro rata portion, based on how many of the 6 forum events have transpired (ie: if 3 of the 6 have occurred,
whether or not client attended, client owes 1/2 of the price)

Type of Result Number Awarded Last Year Degree/Certificate/License/Credential Description: -NA-

If None of the above, describe: Family businesses approved for WTF can meet with director to create learning objectives to improve productivity, communication, leadership, perspective; and keep on track to achieve them.

Type of Cost Details Amount Included in Tuition Flat Rate
Tuition $2700 for up to 4 owners/managers/family stakeholders to participate in 6 annual forums; includes meal; WTF  reimbursement is $1350; paid by $2700 Yes Y

check or charge (MC/Visa) to UMass Family Business Center (up to 4 timely payments)
Preferred Payment Schedule: Due upon start of program
Preferred Vendor: -NA-
Total Cost to Client: $2700
Training Program/Course Requirements (if multiple courses are required)
Training Program/Course Name Duration Credit Hours Total Clock Hours
 Additional Information
Has training program/course been funded in last 3 years? No
If yes, specify agency and years:  -NA-
List training program/course eligibility and entry requirements:  -NA-
Does your training program/course offer any internship? No
If yes, how many hours? 0
Does your training program/course offer laboratory time? No
If yes, how many hours? 0
Financial Aid for which students qualify for: -NA-
Performance 
Total Number of training program/course Participants in the Most Recent
Year:  190
Year:  2012
Number of Dropouts:  0
Number of Students Completing The course:  0
Number of Participants Entering Employment:  0