Gold SponsorsMoody Famiglietti & Andronico CPAsNorthwestern Mutual Financial

Silver Sponsors

BlueCross BlueShield of Massachusetts Boston Private

Capital One Bank

Eastern Bank

Morrison Mahoney LLPScribendi Advertising & Public RelationsSEO Boston

The Warren Group

Wilmington Trust Wolf & Company, P.C.

Bronze Sponsors

Active OakBernstein Private Wealth ManagementBishoff CommunicationsClarke, Snow & Riley, LLPDunn Rush & Co., LLCGray, Gray & Gray, LLPLitmanGerson Associates, LLPManagement Planning, Inc.Marcum LLPMarc Z Legal StaffingMassPay, Inc.The Squarcia Group at Merrill Lynch Global Wealth ManagementThomas D. Davidow & AssociatesU.S. Trust CompanyWebster BankWilliams Lea

Founding SponsorsBNY MellonMage, LLC Tarlow, Breed, Hart & Rodgers, P.C.

Media Sponsors Cape & Plymouth Business MagazineComcastWAAF, WEEI, WRKO, ESPNWBZ TVWorcester Business Journal

Academic Sponsors

Clark University

Nichols College

Suffolk University Sawyer Business School

Charlton School of Business Administration at UMass-Dartmouth

Empowering Family Businesses

Visit our website at www.fbaedu.com

This seminar is part of a continuing series of educational programs for family business owners and members presented by the Family Business Association of Massachusetts. For additional information visit www.fbaedu.com.

Presented in Cooperation With…

Thursday, March 10, 20165:30 - 8:30 pm

UMass-Dartmouth Center for Innovation & Entrepreneurship151 Martine St, Fall River, MA 02723

Family Businesses: Adjusting to the Changing Economy

Increases in the minimum wage. Federal mandates and skyrocketing

health care costs. Rising interest rates. Election year posturing and

promises. Challenges in succession planning. All these issues, and more,

can create barriers to growth for a family owned business. But they are

not insurmountable. Join the Family Business Association and SNEEF to

discover how family businesses like yours are adapting and adjusting to

the rapid economic changes we are experiencing.

Panelists:

• Moderator: Mike Maak, NorthEast Business Advisors, LLC

• Debra Drapella, Senior Vice President, Webster Bank

• John Brough, Tax Partner, DiSanto Priest & Co.

• Chris Ciunci, President, Tribal Vision Marketing Agency

• Matt Henning, Attorney, Morris Mahoney Co.

Moderator:

Mike Maak

Northeast Business Advisors, LLC

Mike is an entrepreneur and experienced mergers and

acquisitions advisor who has owned and operated several

successful high technologybusinesses, has an extensive

background in brokering small and middle market

transactions, deal structure, financing and brings a sense of fairness and

equality to the transaction. Mike has a Bachelor of Science in Accounting

degree and an MBA degree, and holds CPA and Certified Business

Intermediary credentials. He is actively involved in many organizations

representing the mergers and acquisitions industry.

Panelists:

Debra Drapella

Senior Vice President, Middle Market Lending Group

Webster Bank

Debra Drapalla is a Senior Vice President at Webster

Bank in their Boston Middle Market Lending Group. She

advises middle market companies in various industries

with revenues from $15 million to $500 million regarding their senior debt

requirements for mergers and acquisitions, working capital, equipment and

real estate financing needs. Over her twenty-five year banking career, she has

underwritten over $1 billion in senior debt facilities for middle-market and

family-owned businesses along with providing sound business advice to

her clients. She is a graduate of Boston University’s School of Management

where she studied economics and finance. She is Co-Chair of Dana-Farber’s

Leadership Council which supports Dana-Farber’s mission of eradicating

cancer through research and providing compassionate patient care. Debra is

also an active member of the Family Business Association and Association

of Corporate Growth. In her spare time, she enjoys playing golf and travelling

the world.

John Brough

Tax Partner

DiSanto Priest & Co.

John is a Partner with almost 40 years of experience

concentrating in taxation and business advisory services

for closely-held companies and high net worth individuals.

Presented by the Family Business Association (FBA)

Sponsored by

Family Businesses:Adjusting to the Changing Economy

The Southern New England Entrepreneurs Forum (SNEEF) is dedicated to developing entrepreneurship and innovation activity with programs that combine topical forums with networking opportunities. SNEEF is an inclusive community of entrepreneurs, researchers, venture capitalists, angel investors, business professionals, technology focused companies, professional service providers, inventors, and educators networking together to stimulate growth in Southern New England.

www.sneef.org

Webster Bank, a community-minded, values-guided bank, dates back to 1935. Over the years, the bank has expanded to become a leading regional bank in the Northeast with $24 billion in assets and more than 175 banking centers from greater New York City to Boston. Today, Webster Bank offer the full range of financial services, delivered by close to 3,000 employees.

www.websteronline.com

The Family Business Association is the leading independent, non-profit organization serving family business enterprises. It provides educational programming and a forum for these businesses to collaboratively exchange knowledge and experience. The Family Business Association is dedicated to the recognition and implementation of best business practices and ethical standards among these enterprises.

For additional information please contact Jenny Sok at 617-218-2077 or by e-mail at jsok@fbaedu.com.

About the Family Business Association

Accredited in both Business Valuations (ABV) and Certified Financial

Forensics (CFF) by the American Institute of Certified Public Accountants,

he has specialized in business valuations and litigation support services for

last 30 years. John has also been an adjunct lecturer at Brown University

and Bryant University and has been a guest speaker/presenter for the Rhode

Island and American Bar Associations and Bryant University’s Master of

Taxation Program. He has an undergraduate degree from the University

of Rhode Island with a concentration in accounting as well as a Master of

Science in Taxation degree from Bryant University.

Chris Ciunci

President

Tribal Vision Marketing Agency

An entrepreneur with 20+ years of marketing experience,

Chris is the Founder and Managing Partner of TribalVision,

an outsourced marketing department for hire with offices

in Boston and Providence. Motivated by his frustration

with the conflict of interests inherent in the traditional marketing model,

in 2010 Chris founded TribalVision - a forward thinking alternative to the

traditional advertising agency model. Chris was recently recognized by

the Small Business Association (SBA) as the 2015 Rhode Island Small

Business Person of the Year. Chris also is a “40 Under Forty” Providence

Business News recipient.

Matt Henning

Attorney

Morris Mahoney Co.

Matt has spent his legal career providing legal, risk

management, and strategic business advice to start up,

closely held, and family-owned businesses. He represents

clients in a broad range of legal matters including mergers

and acquisitions, employment disputes, director and officer liability,

investment and securities issues and regulatory compliance, with

particular experience in the life science sector. Matthew also serves as

outside general counsel to a number of private companies that do not

have in house legal staffs. In this capacity, he advises clients on day to day

legal matters including employment policies and procedures, executive

compensation arrangements, shareholder and founder issues and

counseling senior executives on company business strategy. From 2009 to

2012, Matt was recognized by New England Super Lawyers Magazine as a

“Rising Star.”

101 Huntington Ave, Suite 500 Boston, MA 02199(617) 218-2077

www.fbaedu.com

2016 Calendar of Events

March 10 How Family Businesses are Adjusting to the Changing Economy FBA and Southern New England Entrepreneurs Forum (SNEEF)

April TBD TBD Location

May TBD TBD Location

June TBD 4th Annual New England Family Business Conference at Babson University

September TBD TBD Location

October 20 Family Business Association Awards for Massachusetts 2016

Watch for more educational and networking events as they are announced at www.fbaedu.com and by signing up for our mailing list! For more information, please contact Jenny Sok at jsok@fbaedu.com or 617-218-2077. Please visit our website at www.fbaedu.com for more detailed information about each event as it becomes available.