Presentations by Thomas Davidow & Associates

December 7-8, 2015
Family Office Risk Management Summit New York, New York
Establishing a Successful Business Continuity & Staffing Structure
Panelists: Leslie Voth,Pitcarin; Linda Mack, Mack InternationalLLC; Tom Davidow Ed.D, Thomas D. Davidow & Associates.
Moderator: Timothy McCarthy, Holdun Family Office.

November 19-20, 2014
North American Family Office Conference – Campden, Boston, MA
Transition of Control of the Family Office to the Next Generation
Panelists: Dr. Alexandra Cook; Stevel Legler; Tedd Saunders
Moderator: Dr. Thomas D. Davidow

September 9, 2014
CCC Alliance –Boston, MA
Meritocracy and Succession
Presented by Dr. Thomas D. Davidow

May 8, 2014
UMass Dartmouth
Leadership in the family Business: Turning Core values into Family Best Practices for Success
Panelists: Tom Davidow Ed.D, Cynthia Adams Harrison Ed.D, Valerie Bono, Michael Tavares.

March 6, 2014
Wellesley bank
What Glass Ceiling?
Moderator: Cathy Watson
Panelists: Tom Davidow Ed.D, Erin Erler, Margery Piercey CPA, Kimberly Abare

January 29, 2014
China Blossom Restaurant
Generation Gap: Family Business in Transition
Moderator: John Geraci
Panelists: Thomas D. Davidow Ed.D, CJ Moore, David Yee,

September 12, 2013
The Gloucester House
The Art of Family: Organizing your Family Business for Effective Communication and Harmony
Moderator: Thomas Guidi
Panelists; Thomas D. Davidow E , Salvatore Muccio ,Tim Hussey, Lenny Linquata.

May 16 & 17, 2013
New England Family Business Conference
Here Comes the Next Generation
Moderator
Panelists: Steve and Jill Simon, Dan Guglielmo, Al Rose

May 16, 2013
Posternak Blankstein & Lund, Boston, MA
Avoiding the Emotional and Financial Hazards of a Family-Owned Business
Co-presented with Michael Rubin, Esq.

April 3, 2013
Family Business Assn. & Charlton College of Business
New Bedford, MA
Generation to Generation: Family Business Succession Challenges and Effective Strategies for Success
Co-presented with Dr. Cynthia Adams-Harrison

November 13, 2012
North American Family Office Conference
Boston, MA
Governing Family Wealth for Posterity
Moderator
Panelists: Peter Evans, David Martin, Dale Prince

September 18, 2012
Family Business Summit
Hyannis, Ma
The Elephant in the Room
Panelist/moderator
Co-presented with Jack Moore Ed.D, Terry Phinney, Cynthia Adams Harrison Ed.D., Terry Shepherd

June 3, 2011
H.D. Vest National Conference
San Diego, CA
The Key to Succession For Family Owned Business: Effective Intergenerational Dialogue
Co-presenter with Jenny Davidow

May 11, 2011
Family Business Association
Chelmsford, MA
Managing Mergers and Acquisitions
Panel discussion with William R. Rodgers, Tarlow, Hart & Rodgers, Esq.; Chet Szablak, Executive Vice President, Enterprise Bank; Michael Cassata, Consilium Partners; Larry Ginsberg, Managing Director, CBIZ Tofias; and Michael Oleksak, CMC Trek Consulting

April 15, 2010
Hamilton Trust
Boston, MA
How Family Dynamics impact the Business and how the Business impacts Family Dynamics

March 3, 2010
New York Society of Security Analysts
The Multi -Generational Family Business: Managing for Success
Presented with Amelia Renkert-Thomas Esq.

January 27, 2010
University of New Hampshire, Center for Family Business
Effective Communication in Family Busineses: "Why is it so hard?"

Janurary 22, 2010
The Exit Planning Exchange at Babson College
"How the soft stuff can be so hard!"
Presented with Cynthia Adams Harrison,Ed.D.,LICSW

September 26, 2009
The Business Law Instuture
Augusta, Maine
Avoiding litigation in family business disputes
Presented in conjunction with George Burns Esq.
Sponsored by the Maine State Bar Assn.

September 9, 2009
New Hamshire Estate Planning Council
Concord, New Hampshire
The Impact of Family Dynamics on Family Business

June 30, 2009
Greenwich, Connecticut
The psychological impact of the economic downturn
Conference sponsored by Withers Bergman and GenSpring

June 23-24, 2009
Campden Conference
Family Investment Workshop
Geneva, Switzerland
Family Concerns in Troubled Times
Moderator cum participant

June 9, 2009
New Haven, Connecticut
The psychological impact of the economic downturn
Conference sponsored by Withers Bergman and GenSpring

April 22-25, 2009
Conference for Attorneys for Family Held Enterprises (AFHE)
Charleston, South Carolina
Should Trusted Advisor Act as Trustee
Presented in conjunction with Pat Annino Esq. and George Burns Esq.

November 18-19, 2008
Campden Family Business Conference
The Metropolitan Club New York, New York
How Our Families Thrive in Difficult Times

October 7, 2008
Teleconference sponsored by the American Bar Association
The inherent risks in the family's long standing trusted advisor assuming the role of Trustee and how to manage the potential conflicts
Co-presenter with Pat Annino, Esq. and George Burns, Esq.

October 6, 2008
New York, NY
Can there be a marriage between the Institutional Trustee and the Trusted Advisor as Trustee?
Conference sponsored by J.P. Morgan

June 26, 2008
Chicago, IL
Family Governance: Good Advice in Difficult Times
Conference sponsored by Campden Publishing

May 14, 2008
University of New Hampshire Center for Family Business, Manchester, NH
Women and Leadership in Family Business
Presented in conjunction with Dr. Cynthia Adams Harrison

May 9, 2008
University of New Hampshire Center for Family Business, Manchester, NH
The Importance of Planning for Succession
Presented to Dunkin' Donuts franchisees

April 10, 2008
Attorneys for Family Held Enterprises (AFHE), Santa Fe, NM
Dispute Resoloution for Family Owned Businesses
Panel with George Burns Esq.

March 6, 2008
New England Chapter of the Family Firm Institute, Boston, MA
Women and Leadership in Family Business
Presented in conjunction with Dr. Cynthia Adams Harrison and Patricia Annino, Esq.

November 28, 2007
University of Southern Maine
The Role of Women in Family-Owned Businesses
Presented in conjunction with Dr. Cynthia Adams Harrison

November 14, 2007
University of New Hampshire Center for Family Business
Compensation Strategies for Family-Owned Businesses

September 20, 2007
New England Lumberman's Association
Impact of Estate Planning on Family Businesses
Presented in conjunction with the law firm of Bernstein and Shur

May 9, 2007
University of New Hampshire Center for Family Business
Everything You Ever Wanted to Know About Family Business But Were Afraid to Ask

April 30, 2007
Associated General Contractors, Boston, MA
Issues That Family Businesses Face

April 27-29, 2007, Chicago, IL
PDFB Conference
Get Out of My Sandbox - How should we who are trained as professionals in psychology react when other professionals inadvertantly or with intention practice psychology in the family business setting?

April 24, 2007, Greenwich, CT
The Psychology of Law
Presented in conjunction with the law firm of Cummings & Lockwood and Bank of America

March, 2007
FFI Fellows Conference, Dallas, TX
Featured presenter

October 30, New York City, NY & November 1, Greenwich, CT
The Paradoxical Challenge of Wealth
Presented in conjunction with the law firm of Cummings & Lockwood and Mellon Bank

December, 2006
Northeastern University, Center for Family Business
Retirement from a family business is an oxymoron.

November, 2006
University of New Hampshire Center for Family Business
How to run a successful family business meeting.

June, 2006
The Annual Meeting of the Rhode Island Bar Association
Why Family Businesses Fail.

April, 2006
The Attorneys For Family Held Enterprises (AFHE) and The National Association of Corporate Directors (NACD) (cosponsors)
Co-chair of a Roundtable Discussion, “Governance in Family Business.”

March, 2006
Annual FFI Fellows Conference
Presenter, “What Constitutes Success in a Family Business Consultation.”

January, 2006
University of New Hampshire Center for Family Business
Presented workshop, “The Risks and Rewards of a Family Meeting.”

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