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Events

icon_3Owner’s Edge hosts and participates in a variety of events designed to help you bring your performance to a level you never dreamed possible. Our goal is to help owners hone the personal and business skills necessary to build sustainable, transferable business value and support exceptional operating performance.

Check out and RSVP to our upcoming events below.

 

UPCOMING EVENTS

If you are interested in having an Owner’s Edge advisor speak or participate in your upcoming event, please contact us

June 7, 2017 VBOC Business Planning Series – Class 8; Operations Plan, Management and Personnel, Executive Summary 
Instructor: Tom Stocker, Managing Director, Owner’s Edge
Workbook Section: 08.01, 9.01, 9.02, 01.01
Homework: Operations Plan; Management and Personnel; Executive Summary (Due Class 9)Sponsored by Veteran’s Business Outreach Center
5:30 PM-7:30
Center for Women & Enterprise, RIRSVP Only
June 14, 2017 VBOC Business Planning Series – Class 9; Financing Your Business; Insurance; Legal Entities; Presentation Skills 
Instructor: Tom Stocker, Managing Director, Owner’s Edge
Workbook Section: Complete Business Plan Presentation
Homework: Completed Business Plan (Due Class 10)Sponsored by Veteran’s Business Outreach Center
5:30 PM-7:30
Center for Women & Enterprise, RIRSVP Only
Jun 19, 2017 The EDGE CEO Advisory Luncheon
Special introductory meeting for CEO’s.  Join us for lunch as a guest of The EDGE CEO Advisory. Our goal is to introduce you to our CEO peer group and all the value a well-run CEO peer group provides. Our topic for this meeting is “Winning the Acquisition and Retention Talent Wars” presented by Ms. Karyn Rhodes, Director of HR Consulting for the Hilb Group NE. A round-table discussion will follow Karyn’s presentation. RSVPs are required.  Guests who would like more information should click on the RSVP.
12:00-2:00
RSVP Only
Jun 21, 2017 The EDGE CEO Advisory
Regular monthly meeting.  Our topic this month is “Our journey to an ESOP”.  Mr. Michael Twist, President and CEO of AVID Products will bring us through his company’s experience of converting AVID from a privately-owned business to the successful ESOP it is today.  Any owner will will face leaving your business sometime (and you will) should consider hearing what Mike has to say.  Guests who would like more information should click on the RSVP.
8:00-9:30
RSVP Only
June 21, 2017 VBOC Business Planning Series – Class 10; Completed Business Plan- Business Plan Presentations 
Instructor: Tom Stocker, Managing Director, Owner’s Edge
Workbook Section: Final Business Plan, Business Plan PresentationSponsored by Veteran’s Business Outreach Center
5:30 PM-7:30
Center for Women & Enterprise, RIRSVP Only
Jul 19, 2017 The EDGE CEO Advisory
Regular monthly meeting. Member quarterly business updates. Sorry, confidential meeting…no guests.
8:00-12:00
Aug 16, 2017 The EDGE CEO Advisory
Regular monthly meeting.  Speaker and topic to be announced.  Guests who would like more information should click on the RSVP.
8:00-9:30
RSVP Only

PREVIOUS EVENTS

Feb. 23, 2016 Keynote Speaker; Massachusetts Systems Contractors Association
Tom Stocker, Managing Director of Owner’s Edge will be the keynote speaker for the quarterly dinner of MSCA.  Tom’s topic will be ‘Top 10 Value Creators for Business Growth or Exit…the top 4 that no one ever talks about’.
Marlborough, MA
May 28, 2015 Planning Your Next Adventure: A Roadmap for Business Owners
Guest panel speakers include Tom Stocker, Managing Director of Owner’s Edge, LLC, Joseph R. Marion, Trust & Estates Lawyer with Adler Pollock & Sheehan P.C., Michael Paolino, Wealth Manager and Partner with Edward Jones & Co., and Rob Gessman, CPA, Principle of Gessman & Co. This panel will discuss and answer questions to help owners understand the steps necessary to prepare themselves and their business for their inevitable transition and provide practical solutions to creating a plan that will work for them, their business and their family.
Alder Pollock & Sheehan P.C.
Providence, RI
December 9, 2014 Workshop: Plan to Win!
Imagine your business performance at a significantly higher level. Learn how to make your leadership significantly better, your vision significantly clearer, your team significantly more energized and make significantly more money. Flawless execution is the gold standard every business tries to achieve. So how do the best companies do it?
Centerville Seminar Center
Warwick, RI
November 13, 2014 Workshop: Win Your Superbowl in 2015!
Winning the Superbowl doesn’t just happen without a plan – and you are running out of time to plan yours. Want to know where to start and how to do it? In this seminar you will learn how the secret that every world-class company uses and how it can help your company win.
Centerville Seminar Center
Warwick, RI
October 23, 2014 Workshop: Wonder what 2015 will look like? Create a dynamic vision to inspire your team.
Suddenly 2015 is here.  Can you imagine what it should look like?  You need a plan.  But where do you start?  Start where every professional team starts…with your vision for your business.  In this workshop, you will learn an easy and simple technique to bring your whole company’s focus on what is important in simple terms that everyone can understand – and be inspired to follow.
Centerville Seminar Center
Warwick, RI
Sep 17, 2014 RI Business Leaders Day 
Presented by United States Senator Jack Reed for a discussion on current topics taking place on Capitol Hill.
Speakers will include government and administration officials, Members of Congress and other special guests who will share their insights on public policy issues important to the business community in Rhode Island; including the economy, budget, energy, healthcare, workforce development, defense, foreign policy and other timely topics facing the nation.
Wash. D.C.
September 16, 2014 Play to Win! How to Build Your Annual Operating Plan.
In this seminar you will learn the basics to create a plan and budget for your business to use and measure success throughout 2015. You will learn how the secret that all sports teams use can help your company focus on what needs to be done to win.
Centerville Seminar Center
Warwick, RI
August 19, 2014 Cash Flow, Checkbooks & Profits…What every successful business owner must know (and their CPA probably won’t tell you unless you ask)
Many small business owners use their checkbook as their only financial tool and let their accountant set up their Profit & Loss Statement to make it easy to do your tax return. Well-run companies use their P&L as a powerful tool for understanding and measuring their daily operation, not their checkbook. Learn what your P&L can actually tell you, why this is important for your success and how to set yours up to work for you.
Centerville Seminar Center
Warwick, RI
July 29, 2014 Do You Have A Plan For Your Business Future?
Do you wonder how you could possibly figure out what you will need to be doing next year or even longer? I can tell you will almost certainty that if you are doing the same as right now your business will be in trouble. In this workshop learn how strategic planning will make your leadership significantly better and improve your team’s execution.
Centerville Seminar Center
Warwick, RI
June 17, 2014 Your Exit Plan: What Every Business Owner Must Know
This educational briefing will provide you with a comprehensive understanding of the entire transition process every owner generally doesn’t get..but needs to know.
Centerville Seminar Center
Warwick, RI
May 15, 2014 The Secret Weapon of Every Successful Business
It’s all about the execution. but do you think ‘flawless’ execution just happens? Learn how strategic planning can give your business a significant competitive advantage. And learn a methodology that really works.
Centerville Seminar Center
Warwick, RI
April 15, 2014 Drive Profits With Non-financial Metrics
Monitoring the right key performance indicators can bring your business to a higher level of performance. What are the few you should have on your dashboard? Learn what other owners are using to beat their competition and share what you may be using in this interactive discussion about the six areas every owner needs to monitor and those that just aren’t important.
Centerville Seminar Center
Warwick, RI
Mar 12, 2014 Create a Dynamic Vision to Inspire your Team to Success…You ARE the Chief Inspiration Officer
Every journey should start with a destination in mind. In this workshop, you will learn techniques to bring your whole company’s focus on what is important in simple terms that everyone can understand – and be inspired to follow. You will be working with other CEO’s to help you create those inspirational visions and missions. Already have one? See how it stacks up to what you will learn.
Centerville Seminar Center
Warwick, RI
Feb 12, 2014 Are you winning or losing?  Things your checkbook won’t tell you.
Think your checkbook balance is your main business scorecard?  Learn how to use your P&L for powerful operating metrics!
Many small business owners let their accountant set up their Profit & Loss Statement to make it easy to do your tax return.  Well-run companies use their P&L as a powerful tool for understanding and measuring their daily operations.  Learn what your P&L can actually tell you, why this is important for your success and how to set yours up to work for you.
Centerville Seminar Center
Warwick, RI
Jan 16, 2014 It’s 2014: Do you have a game plan for this year? Your favorite team does, why don’t you?
How to build your 2014 Operating Plan – There is still time for you to create your 2014 Operating Plan and supporting budget. In this seminar you will learn the basics to create a plan and budget for your business to use and measure success throughout 2014. You will learn how the secret that all sports teams use can help your company focus on what needs to be done to win.
Centerville Seminar Center
Warwick, RI
Sep 18, 2013 RI Business Leaders Day 
Presented by United States Senator Jack Reed for a discussion on current topics taking place on Capitol Hill.
Speakers will include government and administration officials, Members of Congress and other special guests who will share their insights on public policy issues important to the business community in Rhode Island; including the economy, budget, energy, healthcare, workforce development, defense, foreign policy and other timely topics facing the nation.
Wash. D.C.
Jan 17, 2013 to Jan 19, 2013 Beyond the Exit Plan, Training Workshop
Continuous education program for transition and exit planners.
Orlando, FL
Sep 25, 2012 Presentation: Finding Your Omaha: How to Create Your Business’ Roadmap to Operational Success
This seminar will explore why strategic planning is a key component of every successful organization and how any organization can create and use one for competitive advantage.
New England Technical Institute
East Greenwich, RI
Sep 19, 2012 Executive Briefing: Business Exit Strategy Planning – for any owner NOT contemplating a transition in the next 3 years
This educational briefing will provide you a better understanding of the entire transition process every owner generally doesn’t get.
East Greenwich Yacht Club
East Greenwich, RI
Sep 11, 2012 Providence Chapter Pinnacle
Exit Planner Meeting
Guest Speaker: Alan Rose

Topic: Micro Market Transfers for Exiting Owners
Hope Club
Providence, RI
Aug 29, 2012 Workshop: Finding Your Omaha: How to Create Your Business’ Roadmap to Operational Success
In this workshop, you will learn an easy and simple technique to bring your whole company’s focus on what is important in simple terms that everyone can understand – and be inspired to follow.
Centerville Seminar Center
Warwick, RI
Jun 13, 2012 Executive Briefing: Business Exit Strategy Planning
This educational breakfast briefing is tailored especially for business owners and their key advisors. Learn why it is important to plan your business exit, where you should start, what your transition options are, who is involved in the process and when
East Greenwich Yacht Club
East Greenwich, RI
May 10, 2012 Providence Chapter Pinnacle
Exit Planner Meeting

Topic: To Be Announced
Hope Club
Providence, RI
May 2, 2012 Executive Briefing: Business Exit Strategy Planning Hope Club
Providence, RI
Apr 4, 2012 Business Exit Strategy Planning Workshop Edward Jones South County Commons Office
Wakefield, RI
Feb 22, 2012 Executive Briefing for Business Owners
Topic: Business Owner Transition Strategies
Hope Club
Providence, RI
Feb 2, 2012 Providence Chapter Pinnacle
Exit Planner Meeting

Topic: Intentionally Defective Grantor Trusts in Business Succession Planning
Crowne Plaza
Warwick, RI
Jan 19, 2012 to Jan 21, 2012 Beyond the Exit Plan, Training Workshop Orlando, FL
Jan 11, 2012 Executive Briefing for Business Owners
Topic: Business Owner Transition Strategies
Southern RI Chamber of Commerce
Wakefield, RI

 

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