Past Events
NEC Breakfast Meeting
Have a Good Breakfast and Carry a Shield!
Surviving and Thriving in Our Work with Big Egos in the Family Business
Date: January 11, 2012
Speaker: Gerry Donnellan
NEC Breakfast Meeting
Litigation Does Not Have to be the Third Rail
Date: December 14, 2011
Speaker: Lawrence Green
NEC Quarterly Meeting
Date: Thursday, December 1, 2011, 5:15pm to 8:00pm
Location: US Trust – Bank of America Private Wealth Management, 100 Federal Street, Second Floor, Boston, MA 02110
Fees: Free for NEC members, $55 for guests
NEC Breakfast Meeting
Chinese Family Businesses and their Impact on Economic Development in China
Panelists: Yunhong Shen, Amy Zeng, Wei Zhang & Frank Hoy, Moderator
Date: Wednesday, November 9, 2011, 8:00am to 9:30am
Location: Murtha Cullina, 99 High Street, Boston, MA 02110
Fees: Free for NEC members, $20 for guests
NEC Breakfast Meeting
“What’s Wrong with Traditional Succession Planning?”
Speaker: Harvey Wigder
Date: Wednesday, September 21, 2011, 8:00am to 9:30am
Location: Gray, Gray and Gray, 34 Soutwest Park, Westwood, MA, 02090
Fees: Free for NEC members, $20 for guests
NEC Quarterly Meeting
“Discovering What the Titanic and Family Businesses Have in Common”
Speakers: Priscilla M. Cale, MBA and David C. Tate, Ph.D.
Date: Thursday, September 8, 2011, 5:15pm to 8:00pm
Location: US Trust/Bank of America Private Wealth Management
100 Federal Street, Boston, MA 02110
Fees: Free for NEC members, $55 for guests
Summer Social Event for Breakfast Series Attendees
Family Business and the Wine Industry
July 13, 2011 5:30 PM – 8:00 PM
75 Federal Street, Suite 410, Boston, MA 02210
NEC Study Group June 21, 2011 (Members Only)
Location: Gray, Gray & Gray 34 Southwest Park, Westwood, MA 02090.
Breakfast: June 8, 2011 8:00am-9:30am
The Entrepreneurial Matrix
Speaker: Doug Baumoel
Location: Murtha Culina, 99 High Street, 20th Flr., Boston, MA 02110
NEC Quarterly Meeting June 2, 2011 5:15pm-8:00pm
Speaker: Joseph Astrachan, Kennesaw State University
Location: US Trust 100 Federal Street, Boston, MA 02110
Breakfast: May 11, 2011
Best Practices for Confidentiality and Disclosure
Speaker: David Gibbs
Location: Gray, Gray & Gray 34 Southwest Park, Westwood, MA 02090
Breakfast: April 13, 2011 8:00am-9:30am
Matching the Advisor’s Skills to the Complexity of the Client’s Needs
Speaker: Jim Grubman
Location: Murtha Culina, 99 High Street, 20th Flr., Boston, MA 02110
NEC Networking Event April 7, 2011 5:30pm-8:00pm
Meet, mingle and network with fellow NEC Members
Location: Brandy Pete’s – First floor dining room, 267 Franklin St., Boston, MA
NEC Quarterly Meeting- March 3, 2011 5:15pm-8:00pm
Sustainability in Multigenerational Enterprise Families
Speaker: Fredda Herz Brown
Location: US Trust Wealth Management, 100 Federal Street, Boston
February 9, 2011 7:30am-9:00am
Different Views on Mediation
Speakers: Jack Wofford and Blair Trippe
Location: Murtha Culina 99 High Street, 20th Floor, Boston, MA 02110
NEC Quarterly Meeting- December 1, 2010 5:15pm-8:00pm
When Advisors Collaborate, the Family Wins: A drama in one act
Speakers: Dirk Jungé, Pitcairn François de Visscher, de Visscher & Co. and Ann Dugan, University of Pittsburgh
Location: US Trust 100 Federal Street, Boston, MA 02110
Luminary Speakers Series 2009-2010
Pramodiata Sharma- September 23, 2010
Pramodita Sharma (PhD, University of Calgary) is the CIBC Distinguished Professor of Family Business at the John Molson School of Business. She serves as the editor of the Family Business Review (FBR) , which is owned by FFI and published by SAGE. First published in 1988, FBR is the oldest journal in the world devoted exclusively to research in the family business and family wealth fields. She is a visiting scholar at Babson College, where she serves as the Global Director for the Successful Trans-generational Entrepreneurship Practices (STEP) Project.
Ivan Lansberg – June 3, 2010
Ivan Lansberg (Senior Partner) grew up in an entrepreneurial family in Venezuela. After receiving B.A., M.A. and Ph.D. degrees from Columbia University, he taught at the Columbia Graduate School of Business. Ivan was a professor of organizational behavior at the Yale School of Organization and Management for seven years before going into consulting. He has consulted with complex family businesses in the USA, Canada, Asia, Europe and Latin America, and has made significant contributions to the understanding of family business governance and succession. He was one of the founders of the Family Firm Institute (FFI) and the first editor of its professional journal, the Family Business Review. His latest book, “Succeeding Generations,” published by Harvard Business School Press, has been widely praised as a landmark work. Ivan is a frequent speaker at family business programs organized by universities and industry groups. He is on the faculty of the Kellogg School of Management at Northwestern University. He lives in Guilford, CT, with his wife, Margarita, and two sons.
Frank Hoy – March 4, 2010
Frank Hoy is Director of the Collaborative for Entrepreneurship & Innovation at Worcester Polytechnic Institute. He was previously Director of the Family and Closely Held Business Forum at the University of Texas at El Paso, where he also served as dean of the College of Business Administration from 1991 to 2001. Before that, Dr. Hoy was at Georgia State University as the Carl R. Zwerner Professor of Family-Owned Businesses. His research concentrations are entrepreneurship and economic development, franchising, family business, strategic alliances, and social entrepreneurship. He and Pramodita Sharma are co-authors of Entrepreneurial Family Firms, published by Pearson Prentice Hall. Hoy also serves as Chair of the Body of Knowledge Committee for the Family Firm Institute and was the winner of the 2009 Barbara Hollander Award.
John A. Davis – December 10, 2009
John A. Davis holds a Doctorate in Business Administration from Harvard University and teaches the MBA course on Management of the Family Business. He is the co-founder and faculty chair of the executive education program – Families in Business: From Generation to Generation. Davis is the Founder and a Partner of OMBI, an international organization that advises and educates business-owning families, and conducts leading edge research in the family business field. Trained in business management, psychology, and economics, Professor Davis consults to family companies and speaks globally on the topics of dynastic success, corporate and family governance, working with relatives, shareholder relationships, strategic and succession planning, developing the next generation, and professionalizing the family business. He has also been recognized as one of America’s leading wealth advisors.