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Upcoming Seminars

Cape & Plymouth Business Family Business Summit, Sept '12


Terence J. Shepherd, CM&SS, CPA, MST and Principal of ROCG Shepherd and Goldstein Consulting Group will be moderating at the Cape and Plymouth Business Family Business Summit on Tuesday September 18, 2012 at the Cape Codder Resort & Spa in Hyannis from 7:30-11:00 am.  Cost is $55 and includes buffet breakfast.  Click here to register for the event!

Cape and Plymouth Business has put together a great line-up for you featuring Dr. Cynthia Harrison from Silver Bridge as a Group Leader, Special Guest Jack Moore former Board Director of Benjamin Moore Paint, Dr. Tom Davidow of Davidow Associates as a Panel Moderator and Terry Phinney as the Family Business Change Agent.

We know you need answers to critical questions regarding your family business.  Rather than telling you what we think you should know, this event is designed to answer the questions you are asking about the complexities and process of family business success and succession.  This event will be a half-day interactive workshop.  The sessions provided will cover a variety of topics and provide you with the answers and information you need.


The Program

  • Session 1: The Bucket List For Family Businesses- Don't 'Kick The Bucket' Before You Do These Things! What do successful families in business do to achieve their success?
  • Session 2: Family Business Boot Camp- Close To Home: Preparing both generations for a successful family business succession- a local company's case study.

If you have any questions or need help with registration, please contact Robert Viamari at (508) 385-3811 or email him at      


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