Member Portal

Upcoming Events

May
31
Fri
Are You Running Your Business, or Is It Running You? – All Hands Event
May 31 @ 8:00 am – 12:00 pm

Are You Running Your Business, or Is It Running You?

CEO Roundtable presents Lisa Manning, Certified EOS Implementer, May 31

Are you a business owner or a senior level executive and want to see your business consistently run better and grow faster?
Many of the most successful entrepreneurs and business leaders work longer hours and get less return on their investments of time and money.

DON’T LET THE BUSINESS RUN YOU!
Lisa’s interactive style and experience-based real-world insight makes this an eye-opening event for growth-oriented business leaders.

At the conclusion of this valuable workshop, you will walk away with a set of simple, practical tools that you and your leadership team will use immediately to focus on priorities, get clear on issues and gain traction together, as a healthier leadership team.

Join us for the CEO Roundtable’s next “All-Hands” meeting Friday May 31, 8am to noon, at 500 District Ave. in Burlington.

Register Here >>

Jun
4
Tue
RT4 Cross Industry Group @ MA Hospital Association
Jun 4 @ 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. 

Jun
6
Thu
RT3 Cross Industry Group @ Peirce Farm at Witch Hill
Jun 6 @ 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.

Jun
7
Fri
RT2 Cross Industry Group @ MA Health and Hospital Association
Jun 7 @ 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.

Jun
14
Fri
RT6 BioTech Group @ MA Hospital Association
Jun 14 @ 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.

Jul
4
Thu
RT3 Cross Industry Group @ Peirce Farm at Witch Hill
Jul 4 @ 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

 

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

 

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

45 Wintergreen Lane
Groton, MA 01450
Telephone: 978-764-3934