ROCG - Shepherd & Goldstein Consulting Group LLC
Contact
Business Transition Consulting Services articles Seminars & Events

 

 

 

 

 

 

Seminars & Events

Private Event: Boomer's Stampede/Banker's Nightmare, June 1, 2012

Terence J. Shepherd, CM&AA, CPA, MST and Principal of ROCG Shepherd & Goldstein Consulting Group will present at the 2012 Lenders' Roundtable hosted by the Massachusetts Small Business Development Center Network (MSBDC) at Clark ad the U.S. Small Business Administration (SBA).  Friday, June 1, 2012 from 8:30 AM to 12:00 PM at the Higgins University Center at Clark University.

BOOMERS: Are You Thinking Of Selling Your Business In The Next 5 To 10 Years? June 14,2012

Terence J. Shepherd, CM&AA, CPA, MST, Principal of ROCG Shepherd and Goldstein Consulting Group, will present a session on Business Transition. Thursday June 14th from 7:30-9:30 at the Hawthorn Suites in Franklin.  Cost: $20 in advance/$25 at the door. To register, please click through to our event page or you may contact Jenn Moore at (617) 412-4640, email Jenn.Moore@rocg.com, for more information.

Training, Speaking and Workshops

Whether you are looking to inspire your audience to greater heights of service, or you are looking to support your association members in building the value of their individual organizations, Terry Shepherd will inspire the audience to take the necessary steps forward!

We are happy to present at your event, company/trade association, chamber of commerce, workshop or general speaking engagement. To set up a private training, contact Jenn Moore at 508-757-3311 or Jenn.Moore@rocg.com

and for a list of Past Events...


Private Event: 10 Critical Steps To Re-Energize Your Business In 2012, Apr 2012

In this invitation only event Terence Shepherd, principal of ROCG will share 10 critical steps to reenergize your landscaping business to greater profitability at a breakfast forum located at The Hyannis Golf Club on April 3rd from 7:30-9:00 AM.

BOOMERS: Are You Thinking Of Selling Your Business In The Next 5 To 10 Years? Mar 2012

Terence J. Shepherd, CM&AA, CPA, MST and Principal of ROCG Shepherd & Goldstein Consulting Group will present a session on Business Transition. Are you thinking of selling your business in the next 5 to 10 years? Thursday March 22nd from 7:30-9:30 at the Doubletree in Westborough or Wednesday March 28th from 7:30-9:30 at the Sheraton Tara in Framingham. Cost: $20 in advance/$25 at the door or join us as a guest cost-free. To register, please click on our event page for the March 22nd Westborough event or for the March 28th Framingham event, or you may contact Jenn Moore at (508) 757-3311, email Jenn.Moore@rocg.com for more information.

Economic Forecast, Feb 2012

Terence Shepherd, CM&AA, CPA, MST will be the moderator at the Cape and Plymouth Business' Economic Forecast Event in Hyannis at the Cape Codder Resort and Spa on February 16th from 7:30-10:30AM. 

We are happy to present at your event, company/trade association, chamber of commerce, workshop or general speaking engagement. To set up a private training, contact Jenn Moore at 508-757-3311 or jenn.moore@rocg.com

Crash or Grow: Building Your Business Value, Dec 2011

Terence J. Shepherd, CM&AA, CPA, MST and Principal of ROCG Shepherd & Goldstein Consulting Group will present a session on Crash or Grow: Building Your Business Value. Learn the necessary steps to create and sustain a strategy that adds value to your most precious asset. December 8th from 8:45-12:00 at the Clark University Small Business Development Center. To register visit http://www.clarku.edu/offices/sbdc/schedule.cfm.

Business Transition Strategies, Nov 2011

Terence Shepherd, CM&AA, CPA, MST will present strategies to build the value of business and improve sustainability to the Mid Atlantic Tent Renters Association (MATRA) in DE.

We are happy to present at your event, company/trade association, chamber of commerce, workshop or general speaking engagement. To set up a private training, contact Jenn Moore at 508-757-3311 or jenn.moore@rocg.com

Critical Steps To Get More Customers and Sales, Oct 2011

Join Terence Shepherd, principal of ROCG who will share 10 critical steps to reenergize your company to greater profitability at a breakfast forum sponsored by the five Lower Cape Chambers of Commerce at The Orleans Inn located at 3 Old County Road, just off Rt. 6A by the Orleans Rotary on October 6th from 8:00-9:30 AM.

Business Transition Strategies, Sept 2011

Terence Shepherd, CM&AA, CPA, MST will present strategies to build the value of business and improve sustainability to the ACCA MIX Goup at Edgerton Heating in Monroe, CT.

We are happy to present at your event, company/trade association, chamber of commerce, workshop or general speaking engagement. To set up a private training, contact Jenn Moore at 508-757-3311 or jenn.moore@rocg.com

Crash or Grow: 10 Critical Steps, Sept 2011

Crash or Grow: 10 Critical Steps to Re-energize Your Company to Greater Profitability provides specific immediate steps to maximize the emerging economic recovery. Join Terry Shepherd along with Interise, where small business goes to grow, for this FREE information session at The Beechwood Hotel in Worcester on September 28th from 7:30-9:30 AM.

SCORE Mousetrap Award (keynote speaker), May 2011

Cape Cod SCORE will present "Build a Better Mousetrap" award to the owners of 15 small businesses selected by Cape & Islands Chambers of Commerce from among the many small business clients that come to SCORE for business counseling.  The ceremony will take place on May 19th, at SCORE's annual awards breakfast held at Old Yarmouth Inn, Yarmouthport, MA.  Terence Shepherd, CM&AA, CPA, MST, Principal of ROCG Shepherd & Goldstein Consulting Group, will be the keynote speaker for the event. Watch here for more details.

HB&RACC Members Dinner, Apr 2011

Terry Shepherd will be the guest speaker at the Home Builders & Remodelers Association of Cape Cod member dinner this April 12th at the Cape Codder Resort in Hyannis beginning at 7 pm, with cocktail hour beginning at 6 pm. The cost to attend is $35 per person for dinner and program. To RSVP contact suzie@capecodbuilders.org, call her at 508-398-3900 or visit their website for details Home Builders & Remodelers Association of Cape Cod 

Strategies to Minimize Taxes in 2011 in Cape Cod, Feb 2011

Congress took action to address Bush's tax cuts set to expire 12/31/10 so what does that mean for you... Join us at the Hyannis Golf Club for a networking opportunity and presentation on Strategies To Minimize Taxes In 2011 utilizing new law changes presented by Terence Shepherd, CM&AA, CPA, MST a Principal of ROCG Shepherd & Goldstein Consulting Group on Tuesday, February 1st from 7:30 - 9:30 AM.  To register email Jenn.moore@rocg.com.

Steps to Energize Your Business & Thrive in the Recovery in Cape Cod, Nov 2010

Terence J. Shepherd, CM&AA, CPA, MST and Principal of ROCG Shepherd & Goldstein Consulting Group will present a session on Steps to Energize Your Business & Thrive in the Recovery. Learn the necessary steps to create and sustain a strategy that adds value to your most precious asset. November 16th from 7:30-10:00 at the Hyannis Golf Club. To register email Jenn.moore@rocg.com.

Family Business Summit, Oct 2010

Presented by the Worcester Business Journal, join the regions leaders in developing strategies for getting the best out of your family business in a half day workshop. Terence J. Shepherd, CM&AA, CPA, MST and Principal of ROCG Shepherd & Goldstein Consulting Group will present a session on Exit Strategy: whether you want to sell now, or plan a long term transfer to the next generation, learn how to develop a strategy that adds value to your most precious asset. October 13th from 7:30-1:30 at the Beechwood Hotel in Worcester. To register, please visit http://www.wbjournal.com/wbj_events/2010/family_business_summit.html.

Building Business Value, Apr 2010

While we're just emerging out of the Great Recession, today's successful firms are looking at their longer term strategy and taking Steps now to grow their business and its market share. On Thursday, April 8th at the Holiday Inn in Marlboro or on Tuesday, April 27th at the Sheraton Tara in Framingham learn successful tactics and strategies that you can put to use tomorrow from 7:30 AM - 9:00 AM from three presenters: Terry Shepherd of ROCG Shepherd & Goldstein Consulting Group, Warren Palley of Palley Advertising and James Couture of The Patriot Financial Group.

Business Transition Seminar, Sept 2009

UBS Private Wealth Management and ROCG Shepherd & Goldstein Consulting Group LLC will walk you through the importance of understanding the holistic process of business transition, the potential to build value, and the importance of long-term planning to meet both your transition and wealth management objectives in a seminar at the Stamford, CT headquarters of UBS this September 16, 2009.

 

Download our white paper Business Transition Report

Learn more about ROCG

Visit our affiliate company Shepherd & GoldStein CPA's, Business Consultants & Certified Public Accountants

 

©2010-2011 ROCG - Shepherd & Goldstein. All Right Reserved