Navigating Rough Seas
Thursday, January 29, 2009
6 to 8 pm; reception to follow
Sidney Frank Hall
185 Meeting Street
Providence, RI 02912
Cost
$15 BFE Members
$25 Non-Members
Students/Sponsors Free
Online registration is closed. On-site registration will be open this evening at 5:30.
Even the most successful business can encounter turbulence. Maybe you've run afoul of market changes, or your company is experiencing a steady downhill slide, or an unexpected crisis puts you into a tailspin. Whatever the reason, you need to recognize the warning signs, properly evaluate your prospects and take action to turn things around. In this Forum, you'll hear about some of the lethal combinations that can spell trouble and the steps you can take to avoid them. You'll also learn what measures can make your business more agile and resilient because, believe it or not, it's entirely possible to emerge from hard times stronger than you were before.
Host
David Josephs
Partner, Barlow Josephs & Holmes
Moderator
James Hahn
Partner, Partridge Snow & Hahn
Panelists
David Kellogg
President, Kellogg Associates, LLC
Dave established Kellogg Associates in 2000 and provides services that a Chief Financial Officer does, but for small and mid-sized companies on a part-time basis. He has particular expertise with problem loan workouts and financial turnarounds, financing solutions for small-to-medium-sized businesses and strategic planning and project execution for financial institutions and private companies. He has assisted numerous private companies, financial institutions and other consulting firms throughout New England. Prior to establishing Kellogg Associates, Dave spent 16 years with FleetBoston Financial Group (now part of Bank of America), where he managed both line and staff functions for $1 billion lines of business, planned and executed merger integration projects and acted as an internal consultant.
Allan M. Shine
Partner, Winograd, Shine & Zacks
Allan has practiced law in Rhode Island for many years, concentrating his practice in business reorganization and business consulting. He has served as Counsel for the Debtor, Trustee or creditors in scores of major Chapter 11 Reorganization proceedings in the US Bankruptcy Court in Rhode Island and has been appointed Receiver in more than 400 cases by Federal or State Courts in Rhode Island, Massachusetts, Connecticut and South Carolina, in which he has operated and sold numerous businesses under Court auspices. Allan has also served as Receiver in hundreds of cases involving manufacturing and retail businesses, dozens of nursing home and assisted living cases, stock brokerage firms, shipyards, yacht manufacturers and countless other types of businesses.
George Simmons
Derby Management
George has brought to Derby Management over 20 years of executive operations experience at public and private companies that have demonstrated profitability growth ranging from 30 to 70 percent per year. He specializes in early stage to middle market companies with specific experience in manufacturing, distribution and service companies. Through his hands-on experience as CFO, COO and President, he has demonstrated expertise in a variety of assignments that have led to both stabilizing companies in difficulty and executing successful acquisitions by larger firms. He lectures frequently on turnaround strategies.
Joseph A. Thomas
Management Advisor
Joe works with the senior management of privately held product-based companies on operational, product development, business development and strategic planning issues. With over 30 years of experience, he has helped build success in a range of companies, from those offering advanced medical imaging products to those positioned as leading suppliers of industrial products internationally. Joe also assists in due diligence for acquisition opportunities and major restructuring/cost reduction initiatives.
Online registration is closed. On-site registration will be open this evening at 5:30.
