For those of you who have just started your business, are thinking about starting a business, or want a refresher course, this half day seminar will cover the key elements of best business practices. | FREE
Leslie Scales, Director of the Northeast Region Small Business Development Center
James Burke, Law Office of James J. Burke, LLC
Accounting and Taxes
Herb Harris, E.A. Owner, Padgett Business Services
Jacqui Richard, Business Development Manager, Phil Richard Insurance
Michael Murray, Accredited Investment Fiduciary®, President, LPL Financial Planner, Peabody Wealth Advisors
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC .
Charles Smith, SBA Specialist, Eastern Bank
Co-sponsored by the North Shore Alliance for Economic Development
Co-sponsored by the MA Small Business Development Center
Leslie Scales, Regional Director
Leslie joined the Massachusetts Small Business Development Center as Regional Director of the Northeast Regional Office in Salem in 2016.
Prior to joining the MSBDC, Leslie served as director, facilitator and professional coach at Leadership Dynamics, Inc., a firm specializing in personal and organizational leadership training and development. She is also the former president and co-founder of The International Leadership Institute for Women, specializing in helping women become the best versions of themselves.
Leslie has been in the organizational and personal development business for seventeen years. She graduated from Babson College with a degree in Entrepreneurial Studies, specializing in Marketing and Management. She is a frequent speaker to audiences delivering dynamic addresses on the topics of Women’s Leadership, Personal Development and Goal Setting. Leslie is the co-author of the book, Seven Steps to a Life of Significance.
Attorney Burke grew up in Arlington, Massachusetts along with one brother and three sisters, graduating from St. Agnes Grammar School, Arlington Catholic High School, Merrimack College (BA), Fitchburg State College, (M.Ed.) and Suffolk University Law School, (JD).
He is a first generation college graduate—the second in his family to receive a bachelor's degree and a master's degree, and the first in his family to receive a doctoral degree.
Upon graduation from college, Attorney Burke taught science in Dracut, Massachusetts at both the high school and junior high school levels.
He attended graduate school and law school during evenings while teaching.
Attorney Burke has been practicing law in Peabody, Massachusetts since 1984, concentrating in real estate representing buyers, sellers and lenders in residential and commercial transactions. Additionally he represents many corporations and other business entities from start-ups to business entities with many employees. Estate planning and probate work round out his practice.
Never too old to learn new things and take on new adventures, Jim decided in 2003 to purchase his first Harley at the young age of 53.
He had to take lessons on how to ride a motorcycle between the time he ordered his motorcycle and when it was delivered. He and his wife of over 30 years, Nancy, are avid Harley riders, having taken many round trips including Key West, the Pacific Ocean, Sturgis, Milwaukee, Tennessee, Montreal and about 40 of the 50 states. While in Hawaii they rented a Harley and toured the big island.
Jim resides in Tyngsboro, Massachusetts along with Nancy and their basset hound, Gus. His greatest pleasures include spending time with his son Josh, daughter-in-law Melissa and his three grandchildren, Hallie, Bayla and Tucker. He also enjoys woodworking and riding his Harley.
Herb Harris, E. A., has owned the North Shore office of Padgett Business Services since 1990. He previously had a 17 year career as a commercial bank officer assisting individuals and small businesses with all aspects of their finances—investments, financing, business management. He now gives the owners of small businesses on the North Shore peace of mind by giving them sound business and tax advice each month and ensuring that all tax filings are done in a timely manner. Herb’s Peabody office is one of over 400 Padgett offices throughout the US and Canada.
Enrolled Agent (E.A.) is a designation awarded by the Internal Revenue Service recognizing his expertise in tax matters. To retain this designation, Herb attends several tax-related seminars and webinars throughout the year to keep him updated with the ever-changing tax laws and interpretations so he may better assist his clients.
He is a Past President of the Peabody Chamber of Commerce, Peabody Rotary Club, North Shore Business Forum and the South Essex Unit of the American Cancer Society. His many activities assisting the community earned him the coveted Harry Ankeles Community Service award from the Peabody Chamber of Commerce in 2002. Herb was equally involved in the Padgett community, having served as one of ten Padgett Advisory Board members. He is a member of the National Association of Enrolled Agents, National Association of Tax Professional and their state affiliates. Herb has presented seminars at the Enterprise Center in the past and has participated in the ”Ask The Export” program.
Born and raised in Peabody, MA, Jacqui Richard obtained her insurance license in 2015, and has been exposed to the industry her whole life through father and boss, Phil. A graduate of Umass Amherst with a Bachelor’s Degree in Science and Concentration in sustainable design, she works to grow their family-run agency through long term relationships with clients and an emphasis on community outreach. Jacqui is a member of local organizations such as the Peabody Area Chamber of Commerce, Beverly Chamber of Commerce, Tough Warrior Princess, and is Co-Founder of The NextGen Network. Always looking to expand and help others grow, Phil Richard Insurance strives to be a resource for you, your business and your life.
MICHAEL P. MURRAY, AIF®
PRESIDENT I LPL FINANCIAL PLANNER
PEABODY WEALTH ADVISORS 150A ANDOVER ST, STE. 10A DANVERS, MA 01923
What you get from Michael Murray, Accredited Investment Fiduciary ®, is independent, objective financial advice delivered in a cost effective and transparent manner. You also get the benefit of Mike’s extensive industry experience with both wealth management and risk management in working with families, non-profits and business owners to help find strategies to many complex financial issues, including employer sponsored retirement plans such as 401(k), 403(b), SIMPLE and SEP IRAs. In addition, you receive Mike’s comprehensive and objective view of your personal financial situation. Mike gets to know you as a person first, because he wants you as a client for life.
Michael Murray, LPL Financial Planner, is an Accredited Investment Fiduciary®, an Investment Advisor Representative, and Registered Representative of LPL Financial. A graduate of North Adams State College, Michael obtained his B.S. in Business Administration with concentrations in Finance and Management. He currently holds FINRA Series 7, 63, and 65 registrations with LPL Financial as well as being a Massachusetts licensed insurance advisor. Michael is proud to work with various civic and business organizations that allow him to be involved in the local community and provide the highest level of service for his clients. Mike proudly serves in the following roles:
Executive Board of Directors- Vice Chairman of the Peabody Area Chamber of Commerce, providing advocacy for businesses in the City of Peabody.
Planned Giving Advisory Board with Northeast ARC - An organization dedicated to lifelong support of people with disabilities.
Group Leader Associate- ProVisors Woburn- An organization of senior level advisors committed to serving their clients with integrity and accountability
Michael has also served as a past member of the Ipswich Rotary Club and past President of the Ipswich Lions Club.
Charles M. Smith is the Senior Vice President – SBA Program Manager at Eastern Bank. In this capacity since January of 2011, Charles manages the SBA program for the largest SBA lender in New England. His duties include providing seminars for entrepreneurs, providing information about access to capital to small businesses and overseeing a portfolio of SBA backed small business loans. Prior joining Eastern Bank, Charles worked with the Boston District Office of the Small Business Administration as a Lender Relations Specialist. Charles graduated from Texas Tech with a JD/MBA in 2005. He also holds a B.S. in Agricultural Economics from Prairie View A & M University in 2001.
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Wed, Oct. 21, 2020 - 11:30am - 12:30pm