Revive & Thrive: Strategies for Growth in 2013

04/09/2013
7:30 AM

Join Jane Applegate, one of America’s most respected small business experts, for an interactive presentation featuring practical and proven tactics for scanning the competitive landscape and inspiring your team to exceed expectations.

Strategies for streamlining operations and boosting sales by connecting with decision makers will be covered, along with proven tips for reducing stress in your personal and professional life.

Please join us for this complimentary seminar and breakfast!

7:30 - 7:50 a.m. - Breakfast and Networking
7:50 - 9:00 a.m. - Welcome Remarks and Presentation
9:00 - 9:30 a.m. - Questions and Open Discussion

Courtyard by Marriott
10 Morgan Drive
Lebanon, NH


Space will be limited - Reserve your seat today!


Jane Applegate is an award-winning writer and producer of television programs, independent films, corporate video projects, theater and live events. Applegate is a former syndicated small business columnist for the Los Angeles Times and the author of four books on small business success, including 201 Great Ideas for Your Small Business (Bloomberg/Wiley).

Applegate is the executive producer and founder of The Applegate Network.com, a video showcase for her company’s small business coverage. She is also the co-founder of The Fabulous Female Network.com, a site for entrepreneurial women.

The Applegate Group Inc., founded in 1991, recently produced a variety of strategic marketing and video projects for corporate clients including: Microsoft, Bloomberg, Verizon Wireless and Cox Communications. Former clients include Wells Fargo Bank, Montecito Bank & Trust, Sprint, American Express and Capitol Records.

Applegate has written and produced original small business and documentary programming for Bloomberg Television, CNBC, CNN, Lifetime, ABC, PBS and the NBC Station Group.

ObamaCare: What Employers Need to Know

09/19/2013
7:30 AM

The Patient Protection and Affordable Care Act (“ObamaCare”) continues to become effective in phases over 2013, 2014, and beyond. This presentation will explain:
  • Heath care exchanges
  • Employer mandate (effective January 1, 2015)
  • Individual mandate (effective January 1, 2014)
  • The small employer health care tax credit
  • Other issues related to the implementation of ObamaCare
This program will be presented by Elizabeth Bailey and Matthew Lapointe from Sheehan, Phinney, Bass + Green and is geared toward Business Owners and Managers, CEOs, COOs and HR Professionals

Please join us for this complimentary seminar and breakfast!

7:30 - 7:50 a.m. - Breakfast and Networking Time
7:50 - 9:00 a.m. - Welcome Remarks and Presentation
9:00 - 9:30 a.m. - Questions and Open Discussion
9:30 - 10:00 - Informal Roundtable Discussion/Networking (Optional)

Courtyard by Marriott
10 Morgan Drive
Lebanon, NH


Space will be limited - Reserve your seat today!


Elizabeth A. Bailey - Liz’s practice is in employment and labor law. She represents both public and private employers. Her practice includes counseling and training employers about ways to effectively avoid and/or defend against employment disputes or claims. She has extensive experience handling matters before the New Hampshire Department of Labor, the New Hampshire Commission for Human Rights, the Equal Employment Opportunity Commission and the New Hampshire Public Employee Labor Relations Board.

Liz also has wide-ranging litigation experience including jury trials in both New Hampshire and Massachusetts state and federal courts, bench trials, arbitrations and mediations. Her client base ranges from private corporations to municipalities and counties. She is often asked to participate in seminars and/or serve as a panelist at labor and employment related workshops.

Matthew Lapointe - Matt represents a variety of entrepreneurial and closely-held businesses. He serves as general outside counsel to a number of companies, counseling business owners on financing, succession planning, corporate governance and general business matters.

Matt represents businesses in all industries, but his practice has a particular concentration in the health care field. In his health care practice, Matt concentrates on the representation of health care providers (primarily physicians and dentists) and advises clients with respect to internal governance issues, hospital/physician contracting, Medicare/Medicaid Fraud & Abuse and Stark Law compliance, licensing, and other regulatory matters.

2012 and Beyond - Propelling your Business Forward!

04/03/2012
7:30 AM

Please join us for an engaging morning as we welcome the State Directors of the Vermont and New Hampshire Small Business Development Centers. We will learn about the multitude of great programs available to small business owners in Vermont and New Hampshire, as well as key steps you can take in order to grow and evaluate your business.

Small Business Development Centers are able to help small businesses in a variety of ways including no-cost confidential advising, training, financial analysis tools, and strategic assessment. Don’t miss this enlightening session!

Please join us for this complimentary seminar and breakfast!

7:30-7:50 a.m. - Breakfast and table discussion
7:50-8:40 a.m. - Welcome Remarks and Presentation
8:40-9:00 a.m. - Questions and Open Discussion

Courtyard by Marriott
10 Morgan Drive
Lebanon, NH


Space is limited - Reserve your seat today!


Mary Collins is State Director of the New Hampshire Small Business Development Center (NH SBDC), an outreach program of the UNH Whittemore School of Business & Economics that provides management consulting and educational programs to businesses statewide. Mary’s background includes 20 years in the private sector where she held positions in finance, business development and sales and marketing for manufacturing and engineering firms.

Lenae Quillen-Blume is State Director of the Vermont Small Business Development Center (VtSBDC). VtSBDC is a partnership of business, education, and government. It’s a statewide organization providing business advising and training programs. Since moving to Vermont in 1992, Lenae has also served as the Director of the Microbusiness Development program for SEVCA and as an instructor for the Upper Valley CCV. Prior to moving to Vermont, Lenae was an instructor at James Madison University in Harrisonburg, Virginia and also served for 13 years as the director of financial assistance programs for Harrisonburg Department of Social Service.

Demystifying Online Marketing: Identifying and Capitalizing on Opportunities to Grow your Business using the Web

10/09/2012
7:30 AM

Join Dustin Ruoff, Director of Digital at Griffin York & Krause (Manchester, NH), for an exploration of how the web can work for you and your business to find new prospects and clients, and help achieve your personal and business goals.

Over the past five years, the variety and quality of tools available to communicate with a rapidly evolving online audience have increased dramatically. With no single solution, the key to success is knowing which combination of tools are best suited to meet your goals. Thankfully, there is a long-standing proven approach we call our "D5 process."

In this seminar you will learn the basics about how to:
  • Define your objectives and target audience
  • Discover who else you're up against and how to stand out from the crowd and identify the right tools for the job
  • Design/Develop a unique online solution, creative assets, related content and the process for maintenance
  • Deploy your solution online
  • Direct and maintain ongoing attention to the solution you have crafted


Please join us for this complimentary seminar and breakfast!

7:30-7:50 a.m. - Breakfast and Networking/Discussion
7:50-8:40 a.m. - Welcome Remarks and Presentation
8:40-9:00 a.m. - Questions and Open Discussion

Courtyard by Marriott
10 Morgan Drive
Lebanon, NH


Space is limited - Reserve your seat today!


Dustin A. Ruoff
is a 22-year veteran of the New Hampshire technology industry having started out at age 19 working for a theatrical lighting-control company started out of his friend's living room. This passion for the arts, technology and entrepreneurialism led him through a technical theater degree from UNH with an emphasis on digital and electronic media. Professionally, he has worked exclusively for NH-based companies in the Seacoast and Greater Manchester areas. Dustin has found his home at Griffin York and Krause (GY&K), a marketing innovation company. He runs all aspects of interactive strategy, design and development projects, and the company's internal technology services. Leveraging a broad experience in growing businesses using the web, Dustin creates results-driven solutions for all of GY&K's clients on a regular basis and is actively involved with the burgeoning interactive and technology industry within NH.

Retirement Planning Opportunities for Individuals and Small Businesses

02/02/2012
7:30 AM

An employer-sponsored retirement plan can help you and your employees with retirement needs and give you an advantage as a business owner. A retirement plan is one way to retain loyal employees and make them feel a part of the success of your business.

This presentation will discuss the key differences between SIMPLE-IRA, SEP-IRA, and 401(k) plans, including contribution options, business expenses, administration responsibilities, and more.

Bruce R. Stefany, Financial Consultant, Ledyard National Bank
Valerie J. Nevel, Esq., Senior Financial Advisor, Ledyard Financial Advisors
Margie Arbuckle-Morrill, CTFA, CISP, Senior Financial Advisor, Ledyard Financial Advisors

Please join us for this complimentary seminar and breakfast!

7:30-7:50 a.m. - Breakfast and table discussion
7:50-8:40 a.m. - Welcome Remarks and Presentation
8:40-9:00 a.m. - Questions and Open Discussion

Courtyard by Marriott
10 Morgan Drive
Lebanon, NH


Space is limited - Reserve your seat today!


Bruce has over thirty years of executive level brokerage – insurance experience and comes to us from Cadaret Grant of Syracuse, NY where he served as Managing Director of their insurance services. Prior to this, he spent almost a decade with Chubb Securities in Concord, NH and began his brokerage career at HG Kuch & Co., in Philadelphia. He earned his BA at Gettysburg College and an MBA in Finance from Drexel University. In addition, he has completed executive management programs at the Kellogg School at Northwestern and Harvard University. He is a Chartered Life Underwriter and holds FINRA Series 7 and 24 registrations.

Valerie has more than twenty three years of experience in financial services. She has worked in the area of taxation at Coopers and Lybrand and was legal counsel to the Trust Division of State Street Bank and Trust Company. Prior to joining Ledyard, Valerie had a legal practice in which she focused on estate planning, taxation, trusts, and charitable organizations. Valerie graduated from Boston University Magna Cum Laude with a Bachelors of Science Degree in Economics and from Boston Law School with a Juris Doctor Degree.

Margie has over twenty five years of trust administrative, tax, IRA and charitable gifting work experience with Ledyard and Dartmouth College. Margie earned her BS from the University of New Hampshire System and completed the Cannon Financial Institute’s Trust School and IRA Professional School. Margie has also obtained her Certified Trust and Financial Advisor and her Certified IRA Services Professional designations.

Addressing Conflict in the Workplace: When to Listen, How to Explain, What to Yield, and Why to Stand Firm

11/29/2012
7:30 AM

Join Judith White, Professor at Dartmouth, for a discussion about how women handle workplace conflict.

She will offer tools and tips to get you out of your comfort zone and push you to turn conflicts into opportunities to create value.

Please join us for this complimentary seminar and breakfast!

7:30-7:50 a.m. - Breakfast and Networking/Discussion
7:50-8:40 a.m. - Welcome Remarks and Presentation
8:40-9:00 a.m. - Questions and Open Discussion

Courtyard by Marriott
10 Morgan Drive
Lebanon, NH

Space is limited - Reserve your seat today!


Professor Judith White
received her PhD in social psychology from Harvard University and completed her training in organizational behavior as a postdoctoral fellow at the Dispute Resolution Research Center at the Kellogg Graduate School of Management at Northwestern University. Prior to graduate school, White earned a BA in economics from Indiana University and JD from Yale Law School. She was a member of the Massachusetts bar specializing in employment law and alternative dispute resolution. She has worked in public sector law and public interest law as an advocate and in the community as a certified volunteer mediator. She is currently Visiting Professor at Dartmouth College in Psychology and Brain Sciences.

Leading Women Open House

06/06/2012
5:30 PM

Please join us for light hors d’oeuvres and conversation as we showcase some of our Local Leading Women while they share demonstrations and information about their wonderful businesses.

There will be hands-on activities, samples, raffles and lots of fun!

Stop by for a quick visit or bring some friends and stay the evening - just don’t miss it!

This is a great opportunity to network with and support other local women - Hope to see you there!

5:30 - 7:30 p.m.

Courtyard by Marriott
10 Morgan Drive
Lebanon, NH


Participants

The J. List - Located in the historic village of Norwich, Vermont, The J List offers fine and exuberant gifts and clothing and is your source for all of your gift giving needs.

Allioops! Flowers & Gifts - A full-service florist in New London that delivers to over a dozen surrounding towns and also sends flowers worldwide. Specializing in fresh flowers and great gifts, 100% satisfaction is guaranteed.

Christian Roy’s Salon - A fabulous, full-service salon located in the historic arts community of White River Junction, Vermont. Serving the Upper Valley and beyond with exceptional service and style.

Ellen’s Interiors - An interior design firm working with architects, builders and homeowners in a collaborative process. Showroom located in New London displays kitchen and bathroom products, lighting and tile, furniture and rugs, and also offers an eclectic collection of consumables such as truffles and teas, rolling pins and bed linens.

The Mouse Menagerie - Offering useful, fun, and decorative items of distinction that make life a little nicer and a little more luxurious. Whether you're looking for a special gift for a birthday, anniversary, housewarming or just because, you can find it here!

Cabinetry Concepts & Surface Solutions - Providing creative and functional cabinetry, countertops, tile and flooring solutions for any room in your home or office. Imagine the possibilities...we do!

Ledyard National Bank / Ledyard Financial Advisors - Find out about GenGold, the rewards program that reinforces our commitment to building lasting, valuable relationships with our clients, local businesses and the community. Come see what all the buzz is about! While you’re there, get a financial checkup with Ledyard Financial Advisors, our wealth management division.

Designer Gold - A working studio and gallery of fine handcrafted jewelry, Designer Gold has been in business in Hanover for over 34 years creating beautiful custom pieces for individuals as well as limited and open edition pieces for the gallery. In addition, Designer Gold offers fine handcrafted jewelry created by many well-known jewelry artists.

Susan Arnold Zumba - Fitness instructor—East Thetford, VT. “Every Zumba class feels like a party!”

Lynne Walker Massage - Located in Norwich, Vermont, Lynne offers Therapeutic Massage and Bodywork, Neuromuscular Therapy, Myofascial Release and Deep Tissue massage. Salon and Spa services are also offered.

Systems Plus Computers, Inc. - The Upper Valley’s premier IT solutions provider, offering comprehensive and integrated business technology solutions for small and medium sized businesses, individuals and other organizations.

Anytime Fitness - Will be bringing their Tanita Ironman scale to do body compositions and give participants information on the resources available through Anytime Fitness to help us with our fitness goals.

Norwich Bookstore - Thoughtfully chosen books for everyone in the family, creative note cards and gift wrap, traditional and unique toys and games & frequent author readings and book signings.

Lake Sunapee Region VNA & Hospice - A non-profit agency offering exceptional skilled nursing and therapies, personal care to assist with activities of daily living and hospice care, all in the home setting. Services are available for residents of all ages in the Lake Sunapee and Upper Valley regions of New Hampshire.

The Travel Agency at DHMC - Hosting a table with lots of info about vacations... especially targeted towards women! Plan well. Live well. Courtyard by Marriott chef Randy Salzarulo will also be on hand with a tasty, healthy demonstration!

Join the Ledyard Leading Women as we GO RED!

02/01/2013
7:30 AM

February 1st is National Wear Red Day for the American Heart Association’s Go Red For Women movement and we will be presenting an important program on heart disease in women.

We are thrilled to welcome Dr. Christine Medora as our speaker - she will talk about heart disease statistics, the signs of heart disease, and things we can do to prevent it. One of our own local Leading Women is a heart attack survivor and she will share her story with us. We will have red dress pins for everyone and be offering a heart healthy breakfast! Representatives from the American Heart Association will be on hand with giveaways and lots of helpful information.

Please join us on this important day—what we learn could save our lives! Don’t forget to wear RED!

7:30-7:50 a.m. - Breakfast and Networking/Discussion
7:50-8:45 a.m. - Welcome Remarks and Presentation
8:45-9:00 a.m. - Questions

Courtyard by Marriott
10 Morgan Drive
Lebanon, NH

Space is limited - Reserve your seat today!



Dr. Medora attended Tulane University undergraduate and graduate schools, where she received her BS, MD, and Masters of Public Health degrees. She completed her Primary Care Internal Medicine residency at Cambridge Hospital, in Cambridge, Massachusetts, and is a board-certified Internist.

Dr. Medora practiced in Princeton, New Jersey until moving to the Upper Valley in 2005 to work in General Internal Medicine at Dartmouth Hitchcock Medical Center. In May 2011, she joined her partner, Dr. Adam Schwarz, at Hanover Continuity Clinic, which is a private practice located on Lyme Road in Hanover. The practice is a “micropractice” model that focuses on patient continuity and access, and the belief that communication between doctors and patients should be straightforward. Dr. Medora enjoys all aspects of adult medical care, ranging from adolescent medicine to geriatrics, including Women’s Health.

Protecting Your Loved Ones

11/20/2013
7:30 AM

Through proper estate, retirement, and insurance planning you can protect yourself and your loved ones to a greater degree than you might think. This presentation will cover:
  • How estate planning documents can be utilized to protect your family;
  • What to think about when planning for your retirement;
  • Critical types of insurance; and
  • How to protect yourself and your family from financial fraud.
This program will be presented by Valerie Nevel, Esq., Senior Financial Advisor, Ledyard Financial Advisors, Deanna Wilson, CTFA, CFP®; Senior Financial Advisor, Ledyard Financial Advisors, and Rob Gallo, Private Banker, Ledyard Financial Advisors.

Please join us for this complimentary seminar and breakfast!

7:30 - 7:50 a.m. - Breakfast and Networking Time
7:50 - 8:50 a.m. - Welcome Remarks and Presentation
8:50 - 9:00 a.m. - Questions/Close
As always, the room will be available until 10:00 for those who would like to stay and network informally.

Don’t forget about our resource table, where you are welcome to display materials/information about your business.

Courtyard by Marriott
10 Morgan Drive
Lebanon, NH



Valerie J. Nevel, Esq. - Valerie has been with Ledyard Financial Advisors for 15 years and has over 25 years of experience in taxation, banking, and wealth management services. She received a BA degree in economics from Boston University, a JD from Boston College Law School, and an MBA from Boston College Carroll School of Management. Valerie is an active member of the New Hampshire Bar Association and a Past President of the New Hampshire Estate Planning Council.

Deanna C. Wilson, CFP ® CTFA - Deanna has 20 years of finance, charitable planning, and wealth management experience. Prior to joining Ledyard, she was Assistant Director of Gift Planning with Dartmouth-Hitchcock Medical Center and Dartmouth Medical School. Deanna’s professional associations include terms as President of the Connecticut Valley Estate Planning Council, Secretary of the Upper Valley Planned Giving Council, and Member of the Leave a Legacy NH/VT Planning Committee.

Robert Gallo - Rob has worked in the banking and financial services industry for more than 26 years. Prior to joining Ledyard, Rob was the Private Banking Officer at U.S. Trust - Bank of America Private Wealth Management. Rob is an active member of his community and serves on several boards and committees.

Time Management that WORKS for the Professional Woman

05/06/2014
7:30 AM

  • Do you ever feel that you are never done running, from the time your feet hit the floor to when you crash into bed at night?
  • Are you dedicated to a full-time career plus caring for children and/or aging parents?
  • Would you like to find new and creative ways to put yourself back on the front burner without sacrificing your values?
  • Are you a business owner or manager struggling with the wide variety of responsibilities that fall into your lap?
If the answer to these or other, related “I wear many hats” questions is “YES!” then do not miss this seminar! Be prepared to be entertained, delighted and inspired – and walk away with real strategies you can use immediately to start turning your work life around for good- in a way that works for YOU. There will be some open discussion so be prepared to “Ask the GO Girl” (AKA Carol Williams of EpS) and “give her your worst.”

Please join us for this complimentary seminar and breakfast!

7:30 - 7:50 a.m. - Breakfast and Networking Time
7:50 - 8:50 a.m. - Welcome Remarks and Presentation
8:50 - 9:00 a.m. - Questions / Close

As always, the room will be available until 10:00 for those who would like to stay and network informally.

Don’t forget about our resource table, where you are welcome to display materials/information about your business.

Courtyard by Marriott
10 Morgan Drive
Lebanon, NH



Carol Williams - With a lifelong passion for helping people solve problems and watching them succeed, Carol Williams works with businesspeople to overcome barriers related to workplace productivity. As a certified GO System (Get Organized System) trainer, she extends her expertise by training, as well as through one-to-one training. Carol’s company, EpS, is based in New London, New Hampshire and typically serves a geographic area from Hanover to Concord.

The Art & Science of Branding

09/23/2014
7:30 AM

Branding is equal part art and science with many organizations having difficulty finding the time or resources to position, package and promote themselves effectively. Travis York will simplify the concept of branding and provide tangible advice for how to drive awareness and preference for your organization in today’s dynamic marketplace.

Please join us for this complimentary seminar and breakfast!

7:30 - 7:50 a.m. - Breakfast and Networking Time
7:50 - 8:50 a.m. - Welcome Remarks and Presentation
8:50 - 9:00 a.m. - Questions / Close

As always, the room will be available until 10:00 for those who would like to stay and network informally.

Don’t forget about our resource table, where you are welcome to display materials/information about your business.

Courtyard by Marriott
10 Morgan Drive
Lebanon, NH



Travis York - Travis York is the President & CEO of GYK Antler, a digitally led, full service, mid-size and independent marketing company with 70+ employees in Manchester, NH, Boston, MA and Los Angeles, CA.

A Legal Compliance Update for Small Businesses: How to Avoid Employment Law and Wage and Hour Traps - A Guide For the Unwary

10/30/2014
7:30 AM

Small businesses must navigate a myriad of constantly changing state and federal employment laws and wage and hour requirements. This presentation will provide:
  • A legal update on emerging employment laws and wage and hour requirements under NH and VT law.
  • An overview of some common mistakes for small businesses to avoid.
  • Legal compliance tips for small businesses.
This program will be presented by Elizabeth Bailey of Sheehan, Phinney, Bass + Green, P.A. and is geared towards business owners, managers, CEOs, COOs, and Human Resources professionals.

Please join us for this complimentary seminar and breakfast!

7:30 - 7:50 a.m. - Breakfast and Networking Time
7:50 - 8:50 a.m. - Welcome Remarks and Presentation
8:50 - 9:00 a.m. - Questions / Close

As always, the room will be available until 10:00 for those who would like to stay and network informally.

Don’t forget about our resource table, where you are welcome to display materials/information about your business.

Courtyard by Marriott
10 Morgan Drive
Lebanon, NH


Please RSVP to Sarah Salo by Monday, October 20th 603.640.2665 or sarah.salo@ledyardbank.com

Space will be limited - Reserve your seat today!

Elizabeth A. Bailey

Liz’s practice is in employment and labor law. She represents both public and private employers. Her practice includes counseling and training employers about ways to effectively avoid and/or defend against employment disputes or claims. She has extensive experience handling matters before the New Hampshire Department of Labor, the New Hampshire Commission for Human Rights, the Equal Employment Opportunity Commission and the New Hampshire Public Employee Labor Relations Board. Liz also has wide-ranging litigation experience including jury trials in both New Hampshire and Massachusetts state and federal courts, bench trials, arbitrations and mediations. Her client base ranges from private corporations to municipalities and counties. She is often asked to participate in seminars and/or serve as a panelist at labor and employment related workshops.

What's the Buzz About Coaching? Do I Need One? Do I Want One?

02/12/2015
7:30 AM

The short answer is a resounding "YES!" As Women Business Owners, we can all benefit from support, encouragement, guidance, clarity, accountability and expansion. Having a business or life coach is a perfect solution to create the lifestyle we attempt to achieve while running our business, fostering our relationships, keeping the family going and the dog fed. During this presentation we will:
  • Define Coaching - Business and Life
  • Talk about Tools - DISC Profile - Time Management
  • Your Circle of Support (the power of networks) - Business and Life
This program will be presented by PJ Stanwood, Certified Holistic Life Coach and owner of Open Journey Coaching. It is geared towards Women Business Owners, CEOs, COOs - women who are "Mighty Girls" or want to become a "Mighty Girl" - because we all can!

Please join us for this complimentary seminar and breakfast!

7:30 - 7:50 a.m. - Breakfast and Networking Time
7:50 - 8:50 a.m. - Welcome Remarks and Presentation
8:50 - 9:00 a.m. - Questions / Close

As always, the room will be available until 10:00 for those who would like to stay and network informally.

Don't forget about our resource table, where you are welcome to display materials/information about your business.

Courtyard by Marriott
10 Morgan Drive
Lebanon, NH


Please RSVP to Sarah Salo by Wednesday, February 4th
603.640.2665 or sarah.salo@ledyardbank.com

Space will be limited - Reserve your seat today!
 

PJ Stanwood

Open Journey Coaching is the culmination of Stanwood's careers as Business/Lab Manager at New England Orthodontic Lab for 20 years, Morgan Design - Graphic Design, and as a Certified Massage Therapist in both group and private practices. Through her experience in the field of business and holistic lifestyles and her Certification training with The Creative Communication Center, PJ has developed her skills as a resource for Women Business Owners.

Education: BFA Fine Arts, UMass Lowell; BFA Education K-8, UMass Lowell; Certified Graphic Design, Salem University; Certified Massage Therapist, ABMP, Certified Holistic Life Coach, The Creative Communication Center, Norwich, VT.

PJ resides in North Pomfret with her husband, Tim, and two dogs named Murphy and Nala. They have five children and a grandbaby on the way.


Cybersecurity: Some Things You Need To Know

06/10/2015
7:30 AM

Cybercrime and data theft are not just a problem for big companies. In fact, the majority of cybercrime is happening to small and medium-sized businesses, which are often at greater risk due to lack of information, resources, and strategic partners.

How can you possibly cope when estimates of daily variants of malware released by hackers ranges up to 400,000 per day?

Come find out about things to watch for and get tips that even the smallest of businesses can affordably do to help protect themselves.

This program will be presented by Darcy D. Rogers, Ledyard’s SVP, Chief Information Officer and Director of Operations.

Please join us for this complimentary seminar and breakfast!

7:30 - 7:50 a.m. - Breakfast and Networking Time
7:50 - 8:50 a.m. - Welcome Remarks and Presentation
8:50 - 9:00 a.m. - Questions / Close

As always, the room will be available until 10:00 for those who would like to stay and network informally. Don’t forget about our resource table, where you are welcome to display materials/information about your business.

Courtyard by Marriott
10 Morgan Drive
Lebanon, NH


Please RSVP to Sarah Salo by Tuesday, June 2nd
603.640.2665 or sarah.salo@ledyardbank.com

Space will be limited - Reserve your seat today!

Darcy D. Rogers - Darcy Rogers was one of the first employees of Ledyard National Bank, joining the organization in February 1991 to set up and administer data processing and operations. As Senior Vice President, Chief Information Officer and Director of Operations, Darcy has guided the evolution and development of Ledyard's technical capabilities over these past 24 years. With nearly 40 years in banking and finance, including 32 years in data processing, network administration, and computer technology, Darcy brings a unique blend of experience to the battle against cyber threats. Among his relevant affiliations, in 2014 Darcy was invited to join a Federal Reserve Bank of Boston-sponsored Information Security and Cyber Threats Forum, focused on pooling knowledge among member financial institutions to help thwart this growing problem.

Speed Networking Event

09/23/2015
5:30 PM

Join us Wednesday, September 23, at 5:30 p.m. at the AVA Gallery for our first speed networking event. Bring your elevator speech, business cards, brochures, or samples, and come ready for fun as you meet new women in business in the Upper Valley. 

Please RSVP to sarah.salo@ledyardbank.com by September 21. To ensure meaningful interactions, space is limited to 50 people - reserve today!

Year-End Tax Planning

11/03/2015
7:30 AM

Tax preparation has become increasingly burdensome, time consuming, and expensive. It is a significant expense for small businesses.

Come learn how you can make tax filings easier and determine if some year-end tax savings ideas can apply to you or your business.

This program will be presented by Douglas C. Gross, CPA, Ledyard Financial Advisors’ Director of Tax and Financial Planning. Virginia McGrody, CPA, a partner with Tyler Simms & St. Sauveur will offer ideas geared towards owners and managers of small businesses.


Please join us for this complimentary seminar and breakfast!

Tuesday, November 3 
7:30 - 7:50 a.m. - Breakfast and Networking Time
7:50 - 8:50 a.m. - Welcome Remarks and Presentation
8:50 - 9:00 a.m. - Questions / Close

As always, the room will be available until 10:00 a.m. for those who would like to stay and network informally.

Don’t forget about our resource table where you are welcome to display materials/information about your business.

Courtyard by Marriott
10 Morgan Drive
Lebanon, NH


Please RSVP to Sarah Salo by October 29
603.640.2665 or sarah.salo@ledyardbank.com

Space will be limited - Reserve your seat today!


Douglas C. Gross, CPA - Doug joined Ledyard Financial Advisors in November 2007 to lead the new Tax and Financial Planning Services area at Ledyard Financial Advisors. Prior to joining Ledyard, Doug had served as a Tax Manager at Tyler, Simms & St. Sauveur, Certified Public Accountants, in Lebanon. As a CPA, Doug has experience in all areas of personal taxation and specializes in personal tax preparation and planning for clients of Ledyard Financial Advisors. He also oversees the creation of comprehensive financial plans for our clients. Doug holds a Bachelor of Arts degree from the University of Michigan in Ann Arbor. He also earned a JD from the University of Maine School of Law in Portland in 1992. In 2007, he completed a specialized graduate accounting program at Southern New Hampshire University.

Virginia L. McGrody - Virginia has been with Tyler, Simms & St. Sauveur since 1997, beginning employment after graduating college. She received her Bachelor's degree from the University of New Hampshire. Virginia became a tax partner specializing in both personal and business income taxes in 2008. A year later, she obtained accreditation in performing business valuations. Virginia is a New Hampshire native who lives with her husband, two kids and the family dog. Her favorite pastimes are gardening, cooking, running and spending time with her family.

Slam Dunk Success Strategies from a Woman in the Lead

04/20/2017
7:30 AM

Over the past 25 years, Pam Batalis has amassed a track record of marketing and new business
development accomplishments that delivered unprecedented growth across 4 different segments
of the sports industry. An entrepreneurial visionary, Pam’s early career classified her as a true
sports industry pioneer. In only a 10-year span, she developed and successfully launched three
industry-first new businesses including the Women’s Team Sales Division for Reebok; the first
national launch of a women’s professional basketball league - The American Basketball League (the
precursor to today’s WNBA); and the launch of thepit.com - the world’s first real-time online stock
market for sport trading cards. She went on to launch her own consulting firm, Batalis Solutions, where
she was retained by tennis legend Billie Jean King to launch a World TeamTennis expansion franchise,
and then by WNBA Commissioner Val Ackerman among others.
Regardless of the industry, there are some common challenges in business that women face. Pam will
share her story, challenges, and strategies to thrive amidst:
  • The challenges of being a female in a male-dominated industry,
  • the need to differentiate your business and cut through the marketing clutter, and
  • the desire to be recognized for your expertise and accomplishments.


Please join us for this complimentary seminar and breakfast!
Thursday, April 20, 2017
7:30 - 7:50 a.m. - Breakfast and Networking Time
7:50 - 8:50 a.m. - Welcome Remarks and Presentation
8:50 - 9:00 a.m. - Questions / Close
As always, the room will be available until 10:00 for those who would like to stay and network informally.
Don’t forget about our resource table, where you are
welcome to display materials/information about your business.
Courtyard by Marriott -10 Morgan Drive, Lebanon, NH
Please RSVP to Sarah Salo by April 12
603.640.2665 or sarah.salo@ledyardbank.com
Space will be limited - Reserve your seat today!


Pam Batalis now serves as Vice President for Learfield Sports, a leader in college sports multi-media and marketing rights. Using
her proven entrepreneurial skill set, Pam leads the corporate partnership sales teams at 8 college athletic programs (including
Dartmouth) in the Northeast.
The highlight of her sport industry career includes recently being named a 2016 “Game Changer: by Sport Business Journal. This is
an annual award given to only 20 female executives in the sports industry.
Pam earned her Master’s Degree in Sport Management from the University of Massachusetts, Amherst and her undergraduate
degree in journalism from Saint Michael’s College, VT.

Networking, What It Is, and What It Isn’t

09/28/2017
7:30 AM

Effective networking can be summed in one word: relationships.
We'll cover the common misconceptions of networking and some mistakes to avoid.
Then we'll get into the real purpose of networking and why it should be a component of every professional's work plan.
Beyond avoiding mistakes, participants will learn how to develop a tailored networking strategy and some effective techniques to help them develop deeper contact lists and build valuable business relationships. We'll also explore some of the online networking opportunities of LinkedIn.


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Please join us for this complimentary seminar and breakfast!

Thursday, September 28, 2017

7:30 - 7:50 a.m. - Breakfast and Networking Time

7:50 - 8:50 a.m. - Welcome Remarks and Presentation

8:50 - 9:00 a.m. - Questions / Close

As always, the room will be available until 10:00 for those who would like to stay and network informally.

Don’t forget about our resource table, where you are welcome to display materials/information about your business.

Courtyard by Marriott -10 Morgan Drive, Lebanon, NH

Please RSVP to Sarah Salo by September 20th

603.640.2665 or sarah.salo@ledyardbank.com

Space will be limited - Reserve your seat today!

Chuck Sink has over 25 years of sales, marketing, and manageme nt experience. He led three printing companies to record growth and later implemented groundbreaking business development programs for a national marketing agency helping to double revenues.

Today, Chuck operates his own business, Chuck Sink Link, specializing in marketing content strategies that help businesses increase sales and market share. He consults with organizations to improve online and offline marketing content and provides a full suite of marketing services to his diverse clientele. Chuck writes the marketing column in the New England Real Estate Journal and contributes regularly to NHBR and Business NH Magazine . He also enjoys teaching business communications as an adjunct professor at Plymouth State University.

Business Succession Planning

11/09/2017
7:30 AM


100% of all business owners eventually leave their business.
Only 30% of all family owned businesses survive into the second generation.
What would you like your professional, financial, and personal legacy to be?
Join us to learn about business transition and exit planning and what you can start doing now to better prepare yourself for this vital phase of your life.
We will begin with a broad overview of the essential elements of exit planning and the importance of a collaborative approach. Then we will discuss the components of a master plan, sample succession scenarios, and how to increase the value of your business.

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Please join us for this complimentary seminar and breakfast!
Thursday, November 9, 2017
7:30 - 7:50 a.m. - Breakfast and Networking Time
7:50 - 8:50 a.m. - Welcome Remarks and Presentation
8:50 - 9:00 a.m. - Questions / Close
As always, the room will be available until 10:00 for those who would like to stay and network informally.
Don’t forget about our resource table, where you are
welcome to display materials/information about your business.
Courtyard by Marriott -10 Morgan Drive, Lebanon, NH
Please RSVP to Sarah Salo by November 1st
sarah.salo@ledyardbank.com or 603.640.2665
Space will be limited - Reserve your seat today!

The program will be presented by Fred Wainwright, Ledyard Financial Advisors’ Senior Investment Strategist and Jason Achmoody, Ledyard Bank’s Commercial Relationship Manager.

Fred Wainwright - Fred joined Ledyard Financial Advisors in February 2012 as Senior Investment Strategist and has over 20 years of experience in investment decision making, strategic consulting and business development. In addition to advising clients and their families Fred manages Ledyard’s socially responsible investing strategy. Fred is a member of the CFA Institute and is a graduate of Stanford University and the Tuck School of Business at Dartmouth, where he taught courses to MBAs and business owners.

Jason Achmoody - Jason is a Commercial Banking Relationship Manager at Ledyard National Bank and lifelong learner with extensive experience in business analysis, creative problem solving, relationship dynamics, and proactive leadership. Jason enjoys managing a diverse commercial loan portfolio with numerous long term relationships. He has assisted both small and large companies through the sale and acquisition process and recently became a Certified Exit Planning Advisor (CEPA). Jason has a Bachelor of Science in Business Administration/ Finance and holds the Certified Commercial Loan Officer (CCLO) designation.

Gift & Gab

01/31/2017
5:00 PM


Where & When:

Tuesday January 31st at 5:00pm at the AVA Gallery, 11 Bank Street, Lebanon, NH

What to Bring:

1 minute elevator speech (optional), 50 business cards/brochures/samples and a gift from your business (optional)

What to Expect:

A great time, networking, and an elevator speech workshop taught by Ledyard’s marketing team.
During the presentations, you will have 1 minute to talk about your business and hear about everyone else's.

Itinerary:

5 – 5:30pm – Developing an Elevator Speech Workshop (optional)
5:30 – 6:00pm – Registration & Reception
6:00 – 6:45pm – Presentations
6:45 – 7:30pm – Networking & Social Time

Business cards will be drawn for presentation order. After you present, if you brought a gift you get to grab a gift.
Light hors d’oeuvres will be served.

Please RSVP to sarah.salo@ledyardbank.com by January 25th
To ensure meaningful interactions, space is limited to 40 people - reserve today!