CEO LEADERSHIP SUMMIT - Key Persons
Job Titles:
- Member of the Dream Team
- Board Director at Ensign - Bickford Industries, Inc
- Director of Axiam Inc
Caleb is a senior strategic and operational executive that has played high impact leadership roles at both privately-held and large public companies in multiple industries and with companies at several different stages of development - from multi-billion dollar BP, to a 500 person aerospace and defense company to a start-up wood pellet operation. The key strengths that have driven his success are his ability to create strategic value as both Board Director and senior executive by identifying investment/acquisition opportunities that critically repositioned Ensign-Bickford for its future; his strong P&L leadership driving performance and accountability through focused KPIs; and his dedication to building a culture of operational excellence across all businesses/functions. Of further value is the perspective he has gained with EBI and BP expanding global businesses in Australia, Europe, China, Brazil, Russia, Mexico and Argentina, and his 15 year Board Director experience in private companies serving on the Governance (Chair), Audit, Compensation, Investment (Chair), Pension/Retirement & Severance Plans (Chair), and Share Pricing Committees.
Caleb is currently a Board Director at Ensign-Bickford Industries, Inc. (EBI), a privately held portfolio of diversified manufacturing companies providing technology-driven products/services for companies in pet foods, aerospace/defense, life science diagnostics, specialty chemical processing and commercial real estate. He and the Board orchestrated a 2003 divestment that created enormous value (4X jump in share price in 3 years), enabling a meaningful liquidity event for family owners and providing excess capital to build out and diversify the remaining portfolio. As part of a two part exit strategy, the Company formed an operating JV, and successfully sold the Company at an exit multiple of 1.4X Rev/14X EBITDA after rapid achievement of synergies and heightened cash delivery.
Caleb then served as EBI's President & CEO where he identified and drove the acquisition of four Aerospace & Defense and pet food palatant "bolt-ons", spearheaded international expansion, invested $75 million in three new platforms (renewable energy, specialty chemicals and life science diagnostics testing), and created/ implemented the EBI Operating System. Previously, as COO and CAO, he worked with the CEO and Board to develop the Company's initial strategy focused on acquisitions and portfolio diversity.
Prior to joining EBI, Caleb had a 12 year career at BP AMOCO, PLC. in Chicago, IL. and London, England, where at his last position as European Retail Operations - Operational Excellence Program Director he led the rollout of retail site operational excellence program to over 1500 sites in England, Germany, Spain, Portugal, Poland, Holland, and Austria. Previous BP roles included management assignments in operations, strategic planning and business development. He started his career with Bank of America in commercial lending.
In addition to his Ensign-Bickford Board work, Caleb is a Director of Axiam Inc. and Brokers International and has regularly participated on numerous not for profit Boards throughout his career.
Caleb received his Masters in Management (M.B.A.) from Northwestern University/Kellogg Graduate School of Management, and his B.A. in East Asian Studies from Yale University.
Job Titles:
- Member of the Dream Team
- CEO of HR Knowledge
- Member and past President of the Mansfield
Jeffrey C. Garr has an entrepreneurial spirit and is an early pioneer of human resource (HR) outsourcing.
Over 18 years ago, Jeff recognized that strategic HR outsourcing provided a number of important advantages to small- and mid-sized businesses, allowing them to better control capital costs, minimize legal risk, and operate more efficiently. With this in mind, in 1997, Jeff helped launch HR Logic, Inc., a Fidelity Investments company focused on HR outsourcing. In 2001, he started his own HR outsourcing company, AdminaService, Inc., and in 2005, Jeff merged his company with HR Knowledge. Together, these two companies offer a unique and integrated HR outsourcing model supported by high-touch client service. Today, HR Knowledge provides best-in-class HR services at an affordable cost and employs over 50 employees.
As CEO of HR Knowledge, Jeff has been a driving force behind the company's significant growth. He is the creator of HR Knowledge's signature "concierge-level client service," which has helped position the company as a leading provider of outsourced HR for, among others, small- to mid-sized businesses, nonprofits, charter and private schools, and high tech companies.
Jeff is an active member and past president of the Mansfield, MA Rotary Club. Currently, he has been the president of Network 128 for over 10 years, a widely respected business-to-business networking group in Greater Boston, Massachusetts. Jeff earned his Bachelor of Science Degree in Political Science, Summa Cum Laude, from Northeastern University.
Known for his unwavering commitment to his clients, employees and community, the only thing Jeff is more passionate about is his family - his lovely wife Tania and their three children, Jackie, Jack and Megan. Jeff enjoys traveling, working out, reading an interesting book and dining at a favorite restaurant.
Job Titles:
- Member of the Dream Team
- President, PR First
Jim Farrell founded PR First in 1998, and serves as President of this six-person public relations firm located in Hanover, MA. PR First works with businesses and organizations to help them boost their visibility and showcase their expertise through the news media. Prior to founding PR First, Jim was Manager of Public Relations for Dickinson Direct, Braintree, MA and Vice President of Dubin &; Farrell Advertising, Weymouth, MA.
His work prior to public relations was in the field of weekly newspapers. He is the former editor and publisher of two weekly newspapers on the South Shore of Massachusetts, the (Kingston) Independent Voice and the Carver Independent, as well as having published several specialty newspapers. He has authored columns on marketing and public relations for several business newspapers and magazines. Jim is a member of the South Shore and Hanover Chambers of Commerce and serves on the Board of Directors for each Chamber. He lives in Kingston, MA, with his wife, Susan. He is a former member of the Board of Directors for the Kingston Public Library Foundation and is former Chairman of the Kingston Housing Authority.
Job Titles:
- Member of the Dream Team
- President, Northeast Wealth Management
For more than forty years, Jim Moniz has been committed to providing suitable financial advice based on the latest developments in the industry, law changes, and thorough and timely research. Jim received his Masters of Science in Financial Services (MSFS) from The American College, Bryn Mawr, Pennsylvania. He earned a Graduate Certificates for study in Pensions and Executive Compensation, Estate Planning strategies, and in Financial Asset Management.
Jim values honesty and openness and displays those qualities with his clients. He shows a seasoned understanding of the needs of business owners, high net-worth individuals and successful professionals, tailoring programs to help achieve his clients' objectives. Jim focuses on Wealth Management, Estate Strategies, Retirement, Business Succession, and Executive Compensation Planning.
Extensive background and knowledge of the business, financial, estate, and retirement planning fields have allowed Jim to conduct numerous seminars and lectures for various groups. He has been a lecturer for a program called "Doctors in Debt," presented to the graduating class of the Harvard Medical School. Jim's commitment to education is also evident through his teaching classes to colleagues who are working towards their Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP) designations. He also presents continuing education programs for Financial Planners, Insurance Agents, Accountants, and Attorneys.
Jim maintains the latest financial software and research programs and is a valuable resource to numerous Attorneys, Accountants, and other financial professionals. Jim is actively involved with various professional organizations, including the Estate Planning Council and the International Association for Financial Planning.
As dedicated as Jim is to his clients, colleagues, and associates, his greatest source of pride is his family. Jim resides in Hanover, Massachusetts with his wife, Kate, and their two children, Erinlea and Sam. In his leisure time he enjoys his family, friends, sports, traveling, jazz, fine dining, and premium cigars.
Job Titles:
- Member of the Dream Team
- CEO of Tech Advisors
Konrad Martin is CEO of Tech Advisors, a comprehensive IT support firm that provides tailored services to manage, protect, and improve business' unique networks. Konrad drives Tech Advisors' development and marketing, and ensures that quality service is delivered to over 100 clients throughout the Boston area.
Before founding Tech Advisors with his brother, Konrad was a Senior Accountant, concentrating in tax and audit. He led over 20 seminars on technology and compliance for the Massachusetts Society of CPAs. While working at a major accounting firm, Konrad learned that a strategic, tailored IT support system not only prevents costly breaches-it's fundamental for driving growth.
An entrepreneur through and through, Konrad thrives when growing businesses. He has owned a hotel and restaurant, and founded several small startups, including KRK Productions. He enjoys being a frequent guest and contributor to Radio Entrepreneurs, a daily broadcast to enrich and inspire the entrepreneurial community.
Konrad grew up in Bangor Maine and attended the University of Maine, where he was a Top collegiate swimmer. In his spare time, he enjoys playing golf, hiking, cooking, and reading.
Job Titles:
- Chief Financial Officer
- Member of the Dream Team
- Treasurer
- Office Managing Partner, BlumShapiro
As a partner in the firm's Accounting and Auditing Department, Stephen focuses on advising privately held companies and high net-worth individuals on business planning and operations, as well as accounting, auditing and tax planning and preparation. Industries he serves include real estate, manufacturing, distribution, retail and hospitality.
Stephen started his career with the Boston office of KPMG LLP.
Stephen then joined a regional firm as partner.
Stephen became the Chief Financial Officer/Treasurer of a telecommunications company and later became its president. Stephen worked at Friedman, Suvalle & Salomon prior to its merger with BlumShapiro in 2014. He now serves as Office Managing Partner for the Newton office.
Job Titles:
- Member of the Dream Team
- Principal
- Advisor to Companies Needing C Suite
Terry Phinney is a well-known advisor to companies needing C Suite assistance. He has a history of helping family owned companies become more successful. For over 25 years, Terry has led clients to pragmatic solutions utilizing his experiences as a change agent and a line manager in sales, operations, HR, and IT. His deep experience in organizational dynamics has led to a management approach that unlocks and improves an organization's capability to drive growth and profitability. As a result, Terry's clients become better positioned, competitive and self-reliant.
Terry's work has ranged from short term turn-a-rounds to constructing strategic platforms for long term growth and profitability. He has deep experience in family business dynamics, succession planning, and facilitating profitable exits.
Terry began his career as a strategic planner and acquisition and divestiture specialist for The Bankers Trust Company in New York. He then transitioned into general business consulting providing restructuring and operational improvement services to Fortune 500 manufacturing and service companies. During his years with Hewitt Associates in New York, Terry advised clients on assessing, leveraging and rewarding their human capital. At CSC Index, he led cross functional reengineering teams and was accountable for achieving significant client operational and productivity results.
Over the years a number of Terry's clients have hired him for interim executive positions with the objective of transforming their organizations into more vibrant and competitive businesses.
Several examples of Terry's work are listed below:
An $800 Million, family owned paint manufacturing client, hired Terry as a senior change agent and Vice President of Human Resources to revitalize its business and address family succession issues. Terry's leadership and restructuring guidance was an integral part of this company's successful $1 Billion sale to Berkshire Hathaway.
Job Titles:
- Member of the Dream Team
- Partner / Tarlow, Breed, Hart and Rodgers
- Partner, Tarlow, Breed, Hart and Rodgers, P.C
Since his admission to the Bar in 1998, Mr. Sheehan has focused his practice on trusts and estates. He began practicing in the Connecticut office of a small Manhattan tier one trusts and estates boutique, next he joined a large national firm to assist with its multinational practice, then moved his practice to the Boston office of a large regional firm in order to expand the reach of his practice and then joined a Boston based firm as an equity partner. He joined Tarlow, Breed, Hart and Rodgers, P.C. as a partner in 2016, drawn to its collegial atmosphere and its personal approach to private client services.
In addition to his traditional trusts and estates practice, Mr. Sheehan is frequently engaged in international planning and administration, asset protection planning, business succession planning, fiduciary litigation and tax controversy work before federal, state and municipal taxing authorities. He represents individuals, families, estates, trusts and business entities, including doctors, business owners, executives, finance professionals, professors and attorneys. Mr. Sheehan is proud to include among his clientele a number of his former partners.
Mr. Sheehan graduated from Providence College in 1993, from Roger Williams University School of Law in 1997 and from the Graduate Tax Program at Boston University School of Law in 1998. He is admitted to practice in the States of Connecticut, Massachusetts and New York, and before the United States Tax Court.
Practice Areas:
Estate Planning
Job Titles:
- Member of the Dream Team
- CFO and VP of Finance and Business Development at Wolters Kluwer Financial Services
Tony Boschetto is a senior-level business leader with over twenty years of leadership experience growing businesses in a breadth of industries including Information Services, Technology, Hospitality, Food Service, Manufacturing, Warehousing and Distribution.
With experience in senior management positions in major corporations and as an independent consultant, he has executed M&A work for public and private companies including multinational acquisition searches.
Tony has provided leadership in organizations ranging from; a bootstrapped start-up company, leading a leveraged buyout of a $30M business resulting in strategic growth and eventual sale of company, leading divisions within a billion dollar global organization growing from $100M to over $300M. Led the turnaround of $30M business in the restaurant, hospitality and gaming industry leading the company through restructure in lieu of bankruptcy.
Tony has served as CFO and VP of Finance and Business Development at Wolters Kluwer Financial Services and handled Financial Planning and Analysis, M&A, and Strategic Planning, he was the CFO, VP/General Manager of Uniform Information Services Inc. responsible for its successful transformation and eventual sale to Wolters Kluwer.