Member Portal

Upcoming Events

Oct
1
Tue
RT4 Cross Industry Group @ MA Hospital Association
Oct 1 @ 10:00 am – 2:00 pm

The Cross Industry group includes members from a broad spectrum of businesses.   Each brings a unique perspective which enhances the base of experience to be shared.

Unless otherwise arranged, we meet in the “Middlesex Room” on the 2nd floor of the Massachusetts Health & Hospital Association Building.

Oct
3
Thu
RT3 Cross Industry Group @ Peirce Farm at Witch Hill
Oct 3 @ 8:00 am – 12:00 pm

The North Shore Cross Industry group includes members from a broad spectrum of businesses with an emphasis on technology.   Each brings a unique perspective which enhances the base of experience to be shared.  Meetings are held in Beverly, Danvers and points north.  Look for further meeting location + logistics information by email.

Oct
4
Fri
RT2 Cross Industry Group @ MA Health and Hospital Association
Oct 4 @ 8:00 am – 12:00 pm

The Cross Industry group includes members from a broad spectrum of businesses.   Each brings a unique perspective which enhances the base of experience to be shared.

Unless otherwise arranged, we meet in the “Middlesex Room” on the 2nd floor of the Massachusetts Health and Hospital Association building.

Oct
11
Fri
RT6 BioTech Group @ MA Hospital Association
Oct 11 @ 8:00 am – 12:00 pm

The BioTech group represents companies including drug discovery and development, clinical research, and other biologically-focused arenas.

Unless otherwise arranged, we meet in the “Middlesex Room” on the 2nd floor of the Massachusetts Health & Hospital Association building.

Nov
1
Fri
RT2 Cross Industry Group @ MA Health and Hospital Association
Nov 1 @ 8:00 am – 12:00 pm

The Cross Industry group includes members from a broad spectrum of businesses.   Each brings a unique perspective which enhances the base of experience to be shared.

Unless otherwise arranged, we meet in the “Middlesex Room” on the 2nd floor of the Massachusetts Health and Hospital Association building.

Nov
5
Tue
RT4 Cross Industry Group @ MA Hospital Association
Nov 5 @ 10:00 am – 2:00 pm

The Cross Industry group includes members from a broad spectrum of businesses.   Each brings a unique perspective which enhances the base of experience to be shared.

Unless otherwise arranged, we meet in the “Middlesex Room” on the 2nd floor of the Massachusetts Health & Hospital Association Building.

Nov
7
Thu
RT3 Cross Industry Group @ Peirce Farm at Witch Hill
Nov 7 @ 8:00 am – 12:00 pm

The North Shore Cross Industry group includes members from a broad spectrum of businesses with an emphasis on technology.   Each brings a unique perspective which enhances the base of experience to be shared.  Meetings are held in Beverly, Danvers and points north.  Look for further meeting location + logistics information by email.

Nov
8
Fri
RT6 BioTech Group @ MA Hospital Association
Nov 8 @ 8:00 am – 12:00 pm

The BioTech group represents companies including drug discovery and development, clinical research, and other biologically-focused arenas.

Unless otherwise arranged, we meet in the “Middlesex Room” on the 2nd floor of the Massachusetts Health & Hospital Association building.

Dec
3
Tue
RT4 Cross Industry Group @ MA Hospital Association
Dec 3 @ 10:00 am – 2:00 pm

The Cross Industry group includes members from a broad spectrum of businesses.   Each brings a unique perspective which enhances the base of experience to be shared.

Unless otherwise arranged, we meet in the “Middlesex Room” on the 2nd floor of the Massachusetts Health & Hospital Association Building.

Dec
5
Thu
RT3 Cross Industry Group @ Peirce Farm at Witch Hill
Dec 5 @ 8:00 am – 12:00 pm

The North Shore Cross Industry group includes members from a broad spectrum of businesses with an emphasis on technology.   Each brings a unique perspective which enhances the base of experience to be shared.  Meetings are held in Beverly, Danvers and points north.  Look for further meeting location + logistics information by email.

Presentations

 

Meeting MaterialsCheckin ChecklistMeeting ScorecardIssue Reminders

Slide-Deck from Event: Cybersecurity Threats – 08/06/19
Sample Vendor Risk Assessment: Cybersecurity Threats – 08/06/19

Slide-Deck from Event: All About the Board – 03/29/19

Slide-Deck from Event: Valuation for Businesses – 11/30/18

CEOR Confidentiality Notice – rev. October 2018

CEOR Investment Summary – 2019

CEOR Member Norms – rev. October 2018

 

Meeting Resources

Information Security Threats Presentation Notes – 08/06/19

Good morning Scott, thank you for your time Tuesday and inviting Matt and I to come and meet with your group. We really enjoyed the conversation and are happy to follow up with additional discussions and presentations that your group might find helpful. As promised, we are sending along some additional information and some materials that have guidance on information security best practices.

Attached please find the presentation that we reviewed on Tuesday (see the links above).  Feel free to distribute it to the group and anyone else that might find it helpful.   Additionally, I’ve attached a Sample Vendor Risk Assessment (see the link above).   This is a tool we use with clients to review the vendors they use and the relative risk associated with them.  There are likely a few things included that are not pertinent to a specific business so I am happy to field any questions on how to best use the tool.

I’ve included two links to sites that have a great deal of information on information security.  The first is a link to the FTC site in regards to cybersecurity for small businesses.  This is an excellent site with valuable information and I encourage you to share with your group.   The second link is to a site that has various information security policies (along with others) you can purchase at a very reasonable price (around $500).   They are very comprehensive and likely only need to be tweaked to fit your business and brand. There may be some that are not applicable.  Because there a number of policies, there are few I would suggest you focus on first to get you going including Risk, Security and Awareness training, EMAIL, Incident Response, Phishing, Encryption, Patch Management and Ransomware.  We covered these yesterday and I think are the most critical for organizations. 

https://www.ftc.gov/tips-advice/business-center/small-businesses/cybersecurity

http://www.altiusit.com/policies.htm?gclid=EAIaIQobChMI7bqZt-3u4wIVEz0MCh2wxg3IEAAYAyAAEgLID_D_BwE

Last, we discussed Cybersecurity insurance.  I have attached an article from the WSJ that discusses and describes the types of insurance and what they cover.   Note that they reference choice is driven by risk, so it’s critical that piece be understood.

https://www.wsj.com/articles/the-ins-and-outs-of-cybersecurity-insurance-11559700180

I realize this is a lot of information.  Please take a look and let me know if you have any questions.

Thank you again!

Renee

RENEE E. BROADBENT, MBA
Senior Manager – VCISO Service Line 
Wolf & Company, P.C.

 

Special Announcements

 

Outline for Spotlight Executive Presentation

 

From time to time, we take a deeper look at each members’ business.  This allows us to better put into context issues that arise within it and be more intelligent in our comments.  It is also useful as an introduction to a new member’s business.

David Friedman shared this outline for a spotlight executive presentation.  You can certainly deviate from it, but the list is a good reminder of what is of interest and value to the group discussion.

The whole deck is should be about 15 slides. You can pull many of the slides from other decks you have from company meetings or board presentations. You can also outsource the creation of some slides to other teammates.  (eg. financial slides can be prepared by your CFO, product slides by your product people, etc.)

 

  1. Title slide with mission statement
    • The three biggest challenges before your business right now and for the next 1-3 years. 
  2. What you do, who the clients are, and your place in the market. (eg. “We make footballs for NFL and College football teams. Our footballs last longer than any other balls and therefore we are able to charge a premium price.” ) Keep this brief with more detail to follow.
  3. Leadership team and org structure. Include your governance structure, advisory boards and coaches. (This could be 2 slides)
  4. Financials (Don’t move this to the end. Keep it near the front. The room will not understand your business without numbers.)
    • 5 year P&L
    • Historical (3-5 year) Revenue, Expenses, EBITDA – Graphs are best.
    • Balance sheet
    • Projections
  5. Product
    • What does it do?
    • What does it look like?
    • Who uses it?
    • Where is it headed?
  6. Sales & Marketing
    • How do you market and sell the product
    • What is your sales team structure
    • Sales team performance (graphs and trailing numbers help)
    • Sales Projections and how they are made
  7. Where is the business headed?
    • Where do you want the business to be in 3 – 5 years?
    • Where do you want to be in 3 – 5 years?

Marketplace

This section of the Members-Only portal is for CEOs / companies to post about open positions or other functions that are needed. If you’d like to have a position, RFP, or other necessary business function posted within this section of the website, please contact Scott at scott@ceo-roundtable.com.

 

Open Position: .NET Developer

Company: Boston Centerless

Job Type: Full-time

Responsibilities
• Build and expand current and future expectations of applications using languages and technologies in the .NET framework
• Maintain day to day operations of .NET applications
• Upgrade, configure and debug existing systems
• Correct problems within a reasonable time frame
• Train end users on application usage and work flow
• Provide technical support for web, desktop, and/or mobile applications
• Research future technologies with .NET applications
• Test and deploy applications and systems
• Develop documentation (manuals, user guides, versioning) throughout the software development life cycle
• Occasional back-up support for the IT Helpdesk

For full job description, click here.

Featured Members

In sharing our inspirations, we can help direct one another’s personal and professional development and that is core to what we aim to do at the CEO Roundtable.

Here are some samples to get started.

 

Switch, Chip and Dan Heath: 

A great book on implementing change, and most valuable to me for the notion quoted from Jonathan Haidt’s book “The Happiness Hypothesis” of the psychological tug-of-war between our rational and emotional selves: one, the rational rider and one the 3-ton elephant of our unconscious.  Who wins in a disagreement?  The book then proceeds to talk about implementing change in terms of “Educating the Rider and Motivating the Elephant”.

 

Good to Great, Jim Collins:

This is a good resource on business strategy with a description of various strategies and how to think about them.  Example; is your company a Hedgehog or Fox?  Are you really good at one thing, or are you clever, nimble and adaptable?

 

Seven Habits of Highly Effective People, Steven Covey:

A seminal work on how to become more effective as a person, in business and in life.  As relevant now as when it first appeared in 1989.

Be Proactive

Begin With the End in Mind

Put First Things First

Think Win/Win

Seek First to Understand, Then to Be Understood

Synergize

Sharpen the Saw

 

The Five Dysfunctions of a Team, Patrick Lencioni

This is the best book ever to frame the power of constructive teamwork.  It reads like a novel, putting characters through their daily life at work and illustrating the behavior that characterizes poor teamwork.   He builds a pyramid of characteristics of great teamwork, build on Trust,

 

Godel, Escher, Bach: An Eternal Golden Braid, Douglas Hofstadter

A cerebral book in the style of Lewis Carroll exploring the self-referential loopiness that makes us human.  Useful in a general understanding of human behavior and interaction.  Not a page-turner but fun to read in small bites.

 

Thank You For Being Late, Tom Friedman.

…a highly readable analysis of the rate of change of technology and societal norms vs. our ability to absorb them.  What happens when we pass the point where the two meet?

 

Never Split The Difference, Chris Voss.

Voss was an FBI hostage negotiator so he understands when he says “negotiate as if your life depended on it”.  He shares invaluable tips on how to get what you want in a  negotiation and make the other party happy to give it.

 

Tribal Leadership, Dave Logan, John King and Halee Fischer-Wright

Great insight into our social tendencies to form “tribes” and how to use that in the workplace.

 

Delivering Happiness, Tony Hsieh

The Zappos success story and lessons derived.  A fun read with some good lessons and inspiration when times are tough.

 

Shadows of Forgotten Ancestors, Carl Sagan and Ann Druyan

One of my favorite books.  Its about human nature and the thin veneer of civilization over millennia of evolutionary behavioral development.

 

What Got You Here Won’t Get You There, Marshall Goldsmith

A great way to approach the evolving behavioral needs as a company grows.  The entrepreneurial character is seldom able to take an organization past the start-up stage.  Read this to get ideas to deal with an intransigent partner.

 

The One Minute Manager, Ken Blanchard and Spencer Johnson

Another book written as a parable, illustrating an effective methodology for getting things done.

 

How to Win Friends and Influence People, Dale Carnegie.

A bit outdated in its language, but still relevant in it’s keep observation of how people respond to one another.  Required reading.

 

Outliers, The Story of Success: Malcolm Gladwell

Reading anything by Gladwell will not be a waste of time, but this book is among the most relevant.  What does it take to be great at something?    Through entertaining stories, he tells us.

Member Contact Information

Strictly confidential. Do not distribute.

* = Attended 2019 CEO Roundtable Retreat

Bradley A. Yount*
Chairman & CEO
Odyssey Bay Ventures 
C: 508-783-4999
E: bradyount@comcast.net

Larry O’Toole*
Gentle Giant Moving
P: 617-590-6916
E: lotoole@gentlegiant.com 

Gordon Hirschman*
Vivonics, Inc.
P: 781-373-1930
C: 518-577-4757
E: ghirschman@vivonics.com  

Sarah Lawson*
S & H Construction
P: 617-583-5626
C: 781-718-2187
E: sarah@shconstruction.com 

Dan O’Brien*
Gibson Engineering
P: 339-793-8793
E:
dobrien@gibsonengineering.com 

Bruce Biewald*
Synapse Energy Economics
P: 617-661-3248 
E: bbiewald@synapse-energy.com 

Maria Shepherd
Medi-Vantage
P: 855-343-3100
C: 617-548-9892
E: mshepherd@medi-vantage.com 

Steve Tamasi
Boston Centerless
P: (781) 994-5000
C: (781) 258-0988‬
E: stamasi@bostoncenterless.com

Brian Langhorst
Eustis Chair
P: (978) 827-3103
E: brian@eustischair.com

Mollie Murphy*
Founder, Annkissam
P: 617-401-2480
C: 617-953-3914
E: mollie.murphy@annkissam.com 

David Friedman*
Founder, Knox Holding Group
P: 617-266-9166
E: dave@knox-holdings.com

Chris Fibbe
Founder, ITK Solutions
P: 724-255-7971
E: cfibbe@itksolutionsgroup.com 

Victoria Jackson*
Atlantic Lab Equipment
P: 978-337-2600
E:
victoria@atlanticlabequipment.com

Paul Parisi
Savior Labs
P: 978-223-2959
E: paul.parisi@saviorlabs.com

Gary Grimard
Sun LifeLight
P: (603) 770-3809
E: ggrimard@sunlifelight.com

Hans Riemer*
CEO, Market Vantage
P: 978-482-0131
E:
hans@marketvantage.com 

Mark DiGiovanni
ATX Advisory Services
P: (617) 600-7232‬
M: (617) 308-1871‬
E: mark.digiovanni@atxadvisory.com

Ryan Thomas
Timlin Enterprises
P: ‭(844) 438-8465‬
E: rthomas@timlinenterprises.com

Dan Parent
N’Ware Technologies
P: ‭(800) 270-9420‬
E: dparent@nwaretech.com

Terry Ledger
Network Coverage
P: ‭(978) 739-8060‬
E: tledger@netcov.com

Russ Edelman
Corridor Company
P: ‭(781) 229-9933‬
E: russ.edelman@corridorcompany.com

Ken Brown*
Safe Hydrogen
C: 508-251-0569 
E: kbrown@safehydrogen.com

Robert Glorioso
Chairman, Tower Stone Group
P: 978-897-3891
C: 978-501-0447
E:
rglorioso@me.com 

Bob Allard
Extension Engine
P: (888) 822-2516
C: (617) 851-4567
E: bob@extensionengine.com

Arthur Young*
CEO, Interbit Data
P: 508-647-0013
E: ayoung@interbitdata.com 

Isaac Van Wesep
CEO, Validated Learning Co.
P: 617-233-6363
E: isaac@validlearning.ai

Mark Engelberg*
CEO, TimeLinx Software
P: 978-852-5659
E:
marke@timelinxsoftware.com 

Joe De Vito
The Village Bank
P: 617-527-2101
E: jdevito@village-bank.com

Bill Ren
G360Link
P: ‭(978) 266-1500‬
M: ‭(978) 495-1478‬
E: bren@g360Link.com

Barri Blauvelt
P: (413) 387-6188
C: (508) 428-2426
E: barri.blauvelt@innovara.com

Walter Ogier*
Anelxsis Therapeutics
P: 617-245-1303
C: 617-435-2664
E:  walter.ogier@verizon.net                                                            

Michael Raab
Agrivida
C: 617-905-9500
P: 781-391-1262
E: michael.raab@agrivida.co                                          

Scott Gillis
P: 781-799-5594
E: scotthgillis@comcast.net 

Elizabeth Reczek*
EIR Partner’s Healthcare
P: 617-216-3937 
E: elizabethreczek@gmail.com 

Gang Song 
Pillar Bioscience
P: 508-665-3027 
E: song@pillar-bioscience.com 

Steve Perrin 
ALS Therapy
P: 617-441-7236 
E: sperrin@als.net 

Eric Furfine
P: 781-701 8989 
E: esfurfine@furfinebio.onmicrosoft.com 

Ramani Varanasi*
X-Biotix Therapeutics
P: 857-928-2302
E: rvaranasi81@gmail.com

Tim Coleman
Nemucore Medical Innovations
E: tim@nemucore.com

CEO Roundtable

CEO Roundtable is made up of private, peer advisory groups of 8 to 12 members from non-competing companies. These peer groups provide a forum for invigorating exchanges of information, ideas, and insights.

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ADDRESS

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Groton, MA 01450
Telephone: 978-764-3934