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Business Fundamentals Bootcamp

MetroWest

December 12, 2019

We are excited to announce the Business Fundamentals Bootcamp | MetroWest. The event will take place on December 12, 2019, at the Sheraton Boston Needham in Needham, MA.

As with our past Bootcamp events, we will be lining up an all-star cast of participants from the local business community as speakers and panelists. The Bootcamp Series is designed especially for CEOs and CXOs of growing businesses with a focus on the tactical and operational expertise needed to manage a growing business. Speakers will lead sessions focused on the functional areas of marketing, finance, law and human resources to attendees.

The theme of this event is “Improving & Preparing Your Business for 2020, and the event concludes with a networking reception for participants and presenters.

Agenda

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12:45 pm-1:15 pm: Registration
1:15 pm-1:30 pm: Opening Remarks
1:45 pm-2:30 pm: Breakout Session #1
Topic: Management & HR
Speaker: Megan Marini, Megan Marini Consulting and Speaking
Title: Employee Success Planning for 2020
Topic: Management & HR
Speaker: Jeff Bastien, Rogers & Gray
Title: PFMLA: Private Exemption Savings, HR Best Practices, Prepping for 2021
Topic: Strategy & Marketing
Speaker: David Fionda CPA, blumshapiro
Title: Breaking Through the Top 3 Barriers to Growth, Profitability and Productivity
2:45 pm-3:30 pm: Breakout Session #2
Topic: Management & HR
Speaker: Sheldon Prenovitz, ConnectPay
Title: Payroll Best Practices & MA Family Medical Paid Family Leave
Topic: Finance & Administration
Speaker: Rich Belofsky, Bulfinch Group
Title: TBD
Topic: Strategy & Marketing
Title: How to Find Your Best Target Clients and Rebuild Your Marketing Plan
3:45 pm-4:30 pm: Breakout Session #3
Topic: Management & HR
Speaker: Ryan Matson, SBIA Insurance
Title: Navigating a Complicated Benefit Market for You and Your Employees
Topic: Management & HR
Speaker: Evan Murphy, UTCA, Inc.
Title: Unemployment Cost Control
Topic: Finance & Administration
Speaker: David Consigli, AAF, CPA   
Title: Business Valuations
4:45 pm-5:45 pm: Panel Discussion
Moderator: Caroline Catlender, Total HR
Panelist: Jill Beresford, State of Massachusetts—Small Business Development Council
Panelist: David Cucinotta, Galileo Associates
Panelist: Anne Horn, JustJump Marketing
Panelist: Eric Sigman, O'Hagan Meyer, PLLC
5:45 pm-7:00 pm Networking Reception

EVENT SURVEY

Our National sponsors

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National Diamond Sponsor

OUR REGIONAL SPONSORS

Just-Jump-Gray
Silver Sponsor

Maps & Location

The Sheraton Boston Needham is located at 100 Cabot Street, Needham, MA 02494.

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