North America

Prior Events

March 15, 2013

Building Business Value, Dec 12th

Terence J. Shepherd, CM&AA, CPA, MST and Principal of ROCG Shepherd & Goldstein Consulting Group will present a session on Building Business Value. Learn the necessary steps to create and sustain a strategy that adds value to your most precious asset. December 12th from 8:45-12:00 in the Grace Conference Room, Higgins University Center; cost is $39. For more information and to register for the event, please contact Penny Tiernan at ptiernan@clarku.edu.

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…


Stampede To The Exit…Boomers Take Warning, Nov 14th Plymouth

The Plymouth Chamber of Commerce sponsors Terence Shepherd and Tom  LeBlanc on Thursday, Nov 14th at their Plymouth office from 7:30-9:30 AM  when we discuss how to properly plan for your transition, maximize your  exit value, ensure the business remains sustainable through the  transition and the options that are available. If you are  thinking of exiting your business in the next 5 years… the time to  start preparing is now! To register as our guest, email Jenn Moore at jenn.moore@rocg.com or call her at 617-412-4640.

BOOMERS: Are you thinking of selling your business?, Oct 17th Framingham

Join Terence Shepherd and Tom LeBlanc on Thursday  October 17th in Framingham from 7:30-9:30.  To register as our GUEST,  please contact Jenn Moore at (617) 412-4640, or emailjenn.moore@rocg.com for more information.

Stampede To The Exit…Boomers Take Warning, Oct 16th Lowell

Sponsored by the Greater Lowell Chamber of Commerce, join Tom LeBlanc  and Terence Shepherd on Wednesday, Oct 16th at the Radisson Chelmsford  from 7:45-9:30 AM when we discuss how to properly plan for your  transition, maximize your exit value, ensure the business remains  sustainable through the transition and the options that are available. If you are thinking of exiting your business in the next 5 years… the  time to start preparing is now! To register, please visit  www.greaterlowellcc.org

Stampede To The Exit…Boomers Take Warning, Oct 2nd Westborough

Join Terence Shepherd and Tom LeBlanc on Wednesday   October 2nd in Westoborough from 7:45-9:45.  To register as our GUEST,   please contact Jenn Moore at (617) 412-4640, or email jenn.moore@rocg.com for more information.

Family Business Summit, Sept 19th

Cape & Plymouth Business Family Business Summit event is designed to answer questions you have about the complexities and process of family business success and succession. Thursday, September 19th from 8-11 am with breakfast ready at 7:30 am. To register please visit http://www.capeplymouthbusiness.com/event/show/2524

Building Business Value, June 24, 2013

Terence J. Shepherd, CM&AA, CPA, MST and Principal of ROCG Shepherd & Goldstein Consulting Group will present a session on Building Business Value. Learn the necessary steps to create and sustain a strategy that adds value to your most precious asset. June 24th from 1-5 PM at La Costa Resort & Spa in Carlsbad, CA presented by the Exhibition Services & Contractors Association. For more information, and to register, please visit http://www.esca.org/meetings/summer/index.php.

An individual may start a business with any number of valid personal goals in mind; current income, short term growth and sell the business quickly, financial security for the next generation, or a source of income.  A key to this process is to build significant business value.  Very few people have a solid plan or understand the process of maximizing the value of the firm.

The goal of this session is to challenge the way you look at and run your business and to help you build a stranger more profitable company which will build value for your business.

Private Event: SBDC Business Transition Strategies, June 14, 2013

Terence J. Shepherd, CM&AA, CPA, MST and Principal of ROCG Shepherd & Goldstein Consulting Group will present Business Transition Strategies to the Massachusetts Small Business Development Center Network (MSBDC) at the Publick House in Sturbridge on Friday, June 14, 2013 from 9:30 AM to 12:30 PM.

Stampede To The Exit…Boomers Take Warning, May 9 or May 23, 2013

If you are thinking of exiting your business in the next 5 years… the time to start preparing is now! Join us Thursday, May 9th at The Double Tree Hotel in Westborough or Thursday, May 23rd at the Sheraton Framingham Hotel & Conference Center each from 7:45-9:45 AM when we discusshow to properly plan for your transition, maximize your exit value, ensure the business remains sustainable through the transition and the options that are available.

Important Year-End Tax Planning Seminar, Dec 2012

Terence J. Shepherd, CM&AA, CPA, MST, Partner of ROCG Shepherd & Goldstein Consulting Group and Managing Partner of Shepherd & Goldstein, LLP will present an important year-end tax planning seminar on Wednesday December 12th from 8:00 AM – 9:30 AM.  For questions regarding the event, please contact Jenn Moore by emailing JennM@sgllp.com or by calling (508) 790-1979.

Building Business Value, Dec 2012

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 6th from 8:45-12:00 at the Grace Conference Room, Higgins University Center; cost is $39  For more information and to register, please contact Penny Tiernan at ptiernan@clarku.edu.

Ride Off Into The Sunset! Successful Exit Strategies, Dec 2012

Terence J. Shepherd, CM&AA, CPA, MST and Principal of ROCG Shepherd & Goldstein Consulting Group will present a FREE session in a series of six seminars on Successful Exit Planning Strategies For Your Business on Wednesday December 5 from 11AM – 12PM.  For event registration please click here. If you have any firther questions, please do not hesitate to contact Jenn Moore at jenn.moore@rocg.com or call (617) 412-4640.

Maximizing the Value of Your Business Before You Exit, Oct 2012

Terence J. Shepherd, CM&AA, CPA, MST and Principal of ROCG Shepherd & Goldstein Consulting Group along with Andrew Crain, Partner and Investment Banker of Mirus Capital Advisors will present two breakfast sessions on Business Transition. Tuesday October 2nd from 7:30-9:30 AM at The Crowne Plaza Boston-Natick or Thursday October 11th from 7:30-9:30 AM at The Embassy Suites in Marlborough.  Cost: $20 in advance/$25 at the door.  For more information or to register for the October 2nd session, click here.  For more information or to register for the October 11th session, click here.  Please contact Jenn Moore at (617) 412-4640, or email jenn.moore@rocg.com, if you need assistance with registration or if you have any questions.

Cape & Plymouth Business Family Business Summit, Sept 2012

Terence J. Shepherd, CM&SS, CPA, MST and Principal of ROCG Shepherd and Goldstein Consulting Group will be moderating at the Cape and Plymouth Business Family Business Summit on Tuesday September 18, 2012 at the Cape Codder Resort & Spa in Hyannis from 7:30-11:00 am.  Cost is $55 and includes buffet breakfast.  Click here to register for the event!

We know you need answers to critical questions regarding your family business.  Rather than telling you what we think you should know, this event is designed to answer the questions you are asking about the complexities and process of family business success and succession.  This event will be a half-day interactive workshop.  The sessions provided will cover a variety of topics and provide you with the answers and information you need.

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

Private Event: Boomer’s Stampede/Banker’s Nightmare, June 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.

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 youJoin 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.

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