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Members joined the CREW Boston Entrepreneur Exchange for a roundtable discussion on how to succeed in business. Participants shared their professional profile and target client list to guide referrals and introductions.
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After the mess that was 2020, members attended this virtual event, hosted by CREW Boston’s Entrepreneur Exchange, to get back on track and discuss goal setting and accountability.
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This virtual conversation, led by member Lisa DonFrancesco and hosted by the Entrepreneur Exchange Committee, was a repeat event from 2020. Given the way our lives, schedules, diets, homes, offices, and world in general have changed, Lisa discussed the various ways members can take care of themselves during a global pandemic. She shared her experiences, tricks, and tips for self-care, including her favorite meditation and yoga apps, recipes, and products.
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Members of the Entrepreneur Exchange Group aren’t strangers to chaos: many of us started our companies during layoffs or recessions. But what do we do in the face of global pandemic? Keeping teams engaged and accountable seems to be the biggest challenge of the COVID era. Several members are having all-staff meetings every day but Friday to keep everyone connected, adding weekly Project team meetings with their clients for a 15-minute check-in. Many have expanded their use of technology, starting, or joining podcasts, and upping their social media games. Make sure you’re following your fellow CREW members on LinkedIn, Twitter, Instagram, and your favorite podcast service! Let’s not forget the self-care aspect of the “new normal.” With increased screen time and the lack of social interaction, many have found that scheduling a mental health break in the middle of the day for a walk, yoga, pilates, or simply lunch away from their desks refreshes them for the rest of the day.
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Have you had your Vinegar Tonic or Golden Milk today? Done your walking or metta meditation? In January, the CREW Boston Entrepreneur Exchange had a really fun and interesting conversation on our own wellness tips and tricks. Unfortunately, it seems some things may only be made easier by young children growing more self-sufficient, but I certainly left with some new strategies. From meditation apps to yoga retreats, dog-walking to aerial yoga, we covered a lot of ground, recipes, and products. New Year, New You, New Shopping List?
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In October, the CREW Boston Entrepreneur Exchange was enlightened by Judy Kalisker, Esq., Principal at Compliance Plus. Offering a range of solutions to "help employers do better," Judy and her team have been working with one of our Group members as an outsourced Human Resources Department. With staff sizes in our membership ranging from one to over 100, our Group has a range of needs and questions, and Judy was ready for all of us.
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We had a packed room for our Entrepreneur Exchange meeting in January. Advisors from MSW Financial Partners, Penret Services, Inc., and OneDigital Health & Benefits joined us for a comprehensive benefits refresher covering pension benefits -- Profit Sharing, Cash Balance Plans -- company and personal insurances, and planning options available to our members' smaller, closely held businesses. What could have been an overwhelming 90 minutes of confusing acronyms and jargon was actually a very interactive discussion among our members and the speakers.
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In February, the Entrepreneur Exchange was joined by Angela Parziale, CPA, MST, Shareholder with Walter & Shuffain, P.C. Certified Public Accountants & Business Advisors. Angela is an active CREW Boston member, past Board member and Treasurer, AND Achievement Award Winner! Just in time for tax prep season, Angela gave an overview of her role at Walter & Shuffain (WS) and their services, then fielded a wide range of questions from a diverse group of business owners and managers. She also provided a reference packet from WS for our use. We discussed retirement plan options and defined benefit plans, health savings accounts and consortium plan opportunities.
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In January, members of the Entrepreneur Exchange met to discuss goals for 2017. By breaking into small groups, stating a goal out loud, and putting it on paper, members got a kick start and plenty of feedback from peers in the room.
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