Worcester Business Journal

24 Worcester Business Journal | October 24, 2016 | wbjournal.com PLANNING YOUR EXIT: FEATURED PRESENTERS Terence is the Boston office partner for ROCG, specializing in business exit and value growth planning to small and medium-sized family-owned enterprises Getting ready for a sale or transition out of your business is a critical step. Join this expert panel of business transaction specialists and learn the critical success factors and landmines that can disrupt the process. You'll get actionable advice on: • Increasing Business Value: How not to leave money on the table. • Buyer Multiples: current trends and what is driving them. • Buyer Financing: making your company more financeable • Private Equity Investors: What they look for and how they evaluate and execute potential investments. • Exit Planning Basics: Your roadmap for executing a successful transition Terence Shepherd, CM&AA, CPA, MST Partner and founding member, ROCG Consultants Stuart Mathews President, Metapoint Partners Metapoint Partners is a private investment firm that acquires and grows small to medium-sized manufacturing companies. As president Stuart serves on the boards of directors of Metapoint's portfolio companies. Space is Limited, register today. $20 pre-register, $25 at the door. To register online visit rocgboston.com in the Upcoming Seminars section, or call/email Jenn Moore at 508-757-3311 (x1235), jenn.moore@rocg.com REGISTER TODAY! WEDNESDAY, NOVEMBER 16TH Double Tree Hotel, 5400 Computer Drive, Westborough MA 7:30 - 8:00AM Registration 8:00 - 9:15AM Seminar 9:15 - 9:30AM Q&A session Critical Success Factors in Maximizing Value. Joseph oversees the bank's portfolio of business lending up to $3 million and the SBA small business loan program, which is ranked #1 in New England. Joseph B. Bator Sr. VP & Director of Business Banking, Eastern Bank Michael Vann President, The Vann Group Michael serves as a trusted advisor to the owners of growth oriented, privately held small/ mid-size business in a variety of industries and helps owners scale their companies and position for a successful exit. A SEMINAR FOR BUSINESS OWNERS AND SENIOR EXECUTIVES O N T H E M OV E DANIEL J. KELSER is now senior vice president, commercial relationship manager at Clinton Savings Bank in Clinton. A 17-year banking vet- eran, Kelser joins the bank from Rollstone Bank and Trust. A Leominster native, he holds a bachelor's degree from Nichols College and lives in Baldwinville with his wife. MARY ANN O'CONNOR, president and CEO of VNA Care in Worcester, was appointed to the advisory board of the Harvard T.H. Chan School of Public Health Strategic Management and Decision Making for Nurse Executives program, which is meant to enhance management and decision making at the public health school and the Simmons School of Nursing and Health Sciences. She has 35 years of healthcare management and leadership experience, 24 of which were at the senior executive level. She has been at the helm of VNA Care since 2012. STEPHEN A. KLINGE is now an orthope- dic surgeon at UMass Memorial- Marlborough Hospital in Marlborough. Klinge has experience treating people of all ages for sports trauma-related injuries and performing several knee, shoulder and hip procedures. He is a graduate of Georgetown University and Columbia University College of Physicians and Surgeons, and completed his ortho- pedic residency at Brown University, where he earned a fellowship. He also earned a fellowship in sports medicine at the University of Connecticut. ROBERT TOTARO was promoted to business lending offi- cer at Webster Five Cents Savings Bank in Webster. A 17-year veteran of the bank- ing industry, Totaro previously served as branch manager of the bank's Front Street location in Worcester, a role he held for a year. As business lending officer, he will develop new business, structure and close commer- cial loans and maintain the existing loan portfolio. He has been with Webster Five Cents Savings Bank since 2007, when he joined as an assistant branch manager. He is a graduate of Worcester State University, the New England School for Financial Studies and is working towards his mas- ter's degree in business administration at Nichols College. PAMELA GANNON was appointed to the board of The Discovery Museums in Acton. Gannon, who received her doctorate from the Sackler School of Graduate Biomedical Sciences at Tufts University School of Medicine in cellular and molecular physiolo- gy, is a current board member and the par- ent outreach chair for the MIT Association of Independent Living Groups, which sup- ports and oversees fraternities, sororities and independent living groups at MIT. Professionally, she has worked as a science writer for publications including "The Scientist" and "Current Biology" and as a web resource consultant and manager for several publishing groups and publications. She lives in Concord with her family. JENNIFER BUJNEVICIE and LAURA DENNIS were both promoted to regional managers of the retail banking division at Country Bank in Ware. Bujnevicie, a North Brookfield resident with 12 years of banking experience, was promoted from the position of opera- tions manager, one of many positions she has held at Country Bank. She holds a human resources cer- tificate from the Center for Financial Training and is working towards a degree in business administra- tion at the New England College of Business and Finance. Dennis has been with the bank since 2000, when she joined as a part-time file clerk while still in high school. She was hired full-time upon gradu- ating, originally in collections before moving into retail banking. She is a 2015 graduate of the New England School for Financial Studies and lives in Hardwick with her hus- band and two children. ANNE DYGON and SARAH A. GALVIN are now senior vice presidents at Fidelity Bank in Leominster. Both women came to Fidelity as a result of the bank's April merg- er with Barre Savings Bank. Dygon, who has more than 30 years of banking operations, technolo- gy and strategic plan- ning, product devel- opment and team leadership experi- ence, was formerly senior vice president and treasurer at Barre Savings Bank. In her new role as senior vice president and chief operations and information officer at Fidelity, Dygon will be responsible for deposit operations and information technology. She is a graduate of Assumption College and a North Brookfield resident. Galvin, who was senior loan officer at Barre Savings Bank, is now senior vice president, business banking offi- cer at Fidelity, where she will focus on tran- sitioning the commercial loan portfolio and identifying new opportunities for business M OV E R S & S H A K E R S KLINGE M o v e r s & S h a k e r s | A c c o l a d e s & H o n o r s | C h a r i t a b l e G i v i n g | F r e s h B e g i n n i n g s KELSER TOTARO BUJNEVICIE DENNIS DYGON GALVIN

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