Past Events

March 29, 2012

Blair Trippe will be teaching a class at Northeastern University, in Boston, MA.


What Enterprising Families & Their Advisors Need to Know About Family Business

Essex County Estate Planning Council Presents
Guest Speaker, Doug Baumoel, MBA, Founder, Continuity Family Business Consulting

Doug Baumoel brings extensive experience in family business operations and executive management to his work with Continuity clients. He served as a second-generation leader of his own family's business, as chief executive in non-family enterprises, and in management of an outside family business. He has launched businesses in both the US and Europe, where he resides for several years establishing the European offices of his own family's buisness.

Doug has addressed a wide range of business challenges as a consultant to enterprising families, and writes and speaks widely on many family business topics including managing conflict, entrepreneurial leadership, governance, and succession planning.

Doug earned a Bachelor of Science degree in engineering from Cornell University, an MBA from the Wharton School of Business, and certificates in both family business advising and family wealth advising from the Family Firm Institute. He served as president of the New England Chapter of the Family Firm Institute from 2008-2011.

Tuesday, March 6th
Spinelli's on Rt. 1 in Peabody 7:30 AM-9 AM.
Open event for estate planning professionals, Registration Required.

Essex County Estate Planning Council

Ellen M. Winkler
Essex County Estate Planning Council
58 Atlantic Avenue - Marblehead, MA 01945
Telephone: 781-631-6404  -  Fax 781-631-7338
Email: ewinkler@emwinklerlaw.com


June 8 - Doug will be speaking about the Entrepreneurial Matrix at the FFI/NEC Chapter Breakfast

Among the most important factors impacting the success of family businesses through the generations is the degree of entrepreneurial behavior evidenced in succeeding generations. Entrepreneurship in family business has been a much researched topic in recent years, but just what is entrepreneurial behavior? How do we know it when we see it? How do we measure it? How do we teach it?

The presentation will describe a model, the Entrepreneurial Matrix, created to coach the next generation leaders in developing successful entrepreneurial behaviors. The model identifies Eight critical characterisitics that business leaders must have in order to continue the etrepreneurial legacy on which the business was founded.

When: June 8 8:00 am- 9:30 am
Where: Murtha Culina, 99 High Street, 20th Floor, Boston
Fee: The breakfast series is free for FFI members. Member may bring guests at a charge of $20.00.


June 2 from 5:15- 8:00: FFI/NEC Quarterly Meeting

Joe Astrachan, PhD, will be speaking about Myths & Realities: Lessons Learned from Research about Family Business. Joe will discuss a number of commonly held truisms about family business and what really works may surprise you. Some of the topics will include: Should kids really work outside the business first? What does the research say about boards of directors and boards of advisors? Do Family constitutions have any downsides? FREE for members, $55 for non-members, 617-482-3045, US Trust Wealth Management, 100 Federal Street, Boston.


NACD Director of the Year Awards 5-17-11

Representing the Family Firm Institute as President of the New England Chapter, Doug will be attending the National Association of Corporate Directors 2011 Director of the Year Awards Dinner at the Boston Copley this evening. FFI was a member of the advisory council for the the selection of the honorees.


Entrepreneurship @ Cornell University - Panel on Family Business Entrepreneurship.

Doug was a last-minute panel member participant at the 2011 Entrepreneurship@Cornell annual celebration in Ithaca on April 15. The panel discussed the particular challenges and opportunities that exist at family owned and managed firms regarding Entrepreneurship.


The Boston Club - Panel Member on April 26

Doug participated on the "Get on Board! Opportunities on Private Company Boards" panel for The Boston Club on April 26. This program introduced potential board candiates to the kinds of opportunities that may be available to them in the non public - sector, explore what privately-held companies are looking for in directors, assist candidates in assessing their own suitability for such boards, and provide useful information about how best to go about seeking those position. Doug spoke on the particular challenges and opportunities which exist for board members at a family owned firm.

The Boston Club is an influential community advancing women leaders, offering connection, access and professional development.


FFI NEC Networking Event April 7, 2011

Doug and the rest of the Board Members of the Family Firm Institute's New England Chapter are hosting a networking event on April 7, 2011 from 5:30 - 8:00 at Brandy Pete's.


NEW: Six-System Model

Six-System Model for Family Business Doug Shared his Six-System Model for Family Business at his presentation to the Wharton Club of Boston.


Family Enterprises - What Wharton Didn't Teach

Doug gave a presentation on March 30, 2011 to the Wharton Club of Boston on Family Enterprises. He provided an overview of the latest thinking in family business systems as well as tales from the trenches of family business conflict and practical ideas of how to succeed in a family business. In addition, issues of shared family wealth was discussed. This was a closed event.


Creating Next Gen Family Business Entrepreneurs - an XPX Summit TED

Doug will present a coaching model designed to gage and improve entrepreneurial behavior in next generation family business leaders. This is a TED presentation for the Exit Planning Exchange of Boston. All are welcome for a full day of great speakers and topics. Visit www.xpxboston.org for more information. This is an open event.