Past Events

Every Family Business Needs a Transition Plan

Every Family Business Needs a Transition Plan
5 Ways to Prepare Your Business for Future Generations
Thursday, November 14, 2019

Most businesses have strategic plans, but many families don’t. While every family business is unique, there are five basic ways to transition a family business to the next generation or the next owner. Hear from academic and industry experts about the options for your family business. You will create an outline (plan) that you can discuss with your family. Highlights will include:

  • Exit strategy components
  • Effective succession plan
  • Incorporating family plan into business plan
  • When to consider outside management or other options for non-family business mgmt
  • Estate and financial planning
  • Build your bench, increase business value, and future stability

Location: Red Thread, 300 East River Drive, East Hartford, CT

Bob Zelinger, Hinkley Allen / Legal
Jeff Rich, Touchstone Advisors / Sales, Internal or External
Devar / Family Business
Eugene F. Shugrue, Liberty Bank / SEVP & Chief Lending Officer
Greg Reilly, UConn / Strategy & Planning
Kari Adamsons, UConn / Family Dynamics
Greg Lewis, SBDC / Valuation
James J. Beaulieu, Beaulieu Financial Services, LLC

Beaulieu Financial Services, LLC
Hinckley Allen
Red Thread
Touchstone Advisors

Family Base Camp Spring 2019 Training

Dates & Topics:

Tuesday, April 23rd: Family Dynamics & Communication

Thursday, April 25th: Talent & Leadership

Tuesday, April 30th: Revenue & Innovation

Thursday, May 9th: Operations & IT

Thursday, May 16th: Legal & Risk

Tuesday, May 21st: Finance & Capital

Thursday, May 23rd: The Plan: Vision & Opportunities


  • All Sessions (7 sessions): $1,250 per participant
    • Additional Participant: $75 per participant
  • Individual Session: $200 per participant

Registration Links:

All Sessions Registration

Individual Session Registration

Family Base Camp – Executive Education Program Modules

Family Business Base Camp 4/7/18

When: Saturday April 7th, 2018

Time: 9:00am – 12:00pm

Where: CT Small Business Development Center – 222 Pitkin Street, East Hartford, CT 06108

For more information click here.

To register click here.

Family Business Base Camp

Please join us for our Family Business Base Camp.

When: Wednesday, February 28th, 2018

Time: 5:30 - 8:30 pm

Location: Avon Old Farms Hotel, 279 Avon Mountain Rd., Avon

Read more about us in the Hartford Courant!
Register Here

The Innovation Connection

Please join us as our guest for a discussion on Aerospace Supply Chain Resilience: Family Businesses in Transition.


JEFFREY RUBIN, Managing Partner, Cronus Partners LLC


GARY GREENBERG, President and CEO, Birken Manufacturing Company

DAVID SOUDER, Associate Dean for Graduate Programs, UConn School of Business

EMILY CARTER, State Director, Connecticut Small Business Development Center

C. ROBERT ZELINGER, Partner, Hinckley, Allen & Snyder LLP

When: Tuesday, October 17, 2017

Time: 4:00 - 6:00 pm

Location: 20 Church Street (Stilts Building), Hartford CT

We look forward to seeing you there, but space is limited, so please register today.

If you have further questions, please contact:

Lisa Johnson: | (203)774-9648

Innovation Connection - February 15, 2017

Previous Events

The Innovation Connection
Women in Family Business: Bridging Gaps

Wednesday, February 15, 2017
4-6 PM

Innovate Hartford
20 Church Street (Stilts Building)
Hartford, Suite 1780, 17th Floor

Panel Discussion followed by Social Networking.

How are women finding peace an prosperity? Come listen to folks who've figured out the secret sauce when dealing with:

  • Communication - Between generations
  • Value & Values - What's the business worth & what's the culture
  • Transitions - Planning for every generation
  • Financial Literacy - How do you talk about money
  • Hiring - Finding & keeping the right mix
  • Resources - Where can you go for help


  • Capri Frank, Miller Foods
  • Nancy Hamilton, Trans-Tek, Inc.
  • Sabrina Beck, Altek
  • Rebecca Harris-Selig, HAS Insurance

Sponsored by:

UConn School of Business, Family Business Program

CT - Small Business Development Center (SBDC)

UConn, Entrepreneurship and Innovation Consortium,

HFM  Wealth Management

Innovate Hartford