Join the
Institute for Family-Owned Business
With over 30 programs in 2016, we have something for everyone!
HR for the Family Business with Laurie Davis and Sharon Dorsett
Family Business Spotlight with Hussey Seating Company
Maine Family Business Awards with Tom Hussey and Bill Page
Participants in our Family Business Forum
Visit www.fambusiness.org to learn more ABOUT THE INSTITUTE FOR FAMILY-OWNED BUSINESS The Institute for Family-Owned Business is a nonprofit 501 (c) 3 organization committed to supporting, strengthening and empowering family-owned businesses throughout the state of Maine. The Institute serves family business owners, executives and employees through a wide range of continuing education programs, networking opportunities and consulting services. The Institute is a comprehensive resource for family-owned business.
Family Business Spotlight with Gifford’s Ice Cream
Strengthening Family Business is the core of our mission The Institute for Family-Owned Business helps family businesses succeed so they can pass it on to the next generation. To accomplish this mission we have developed four affinity groups. These groups meet several times a year for networking and discussion on issues of interest to members. Space is limited and advance reservation is required for many of these groups. Our Affinity Groups include: CEO Central – A facilitated roundtable discussion designed exclusively for family business CEOs. This group meets five times a year and the future dates are Tuesday, August 2, September 27 and November 29, 2016. Sponsored by Mainebiz. Mike Barriault, Kevin Hancock and Gene Geiger
Women’s Leadership Forum – A facilitated roundtable discussion with fellow women in leadership roles in family business. Our goals for this forum include support, encouragement, inspiration and information. This group meets several times a year and the future meetings are Wednesday, September 7 and November 16, 2016. Sponsored by Key Private Bank. Maureen Costello Wedge, Cathy Snook and Kim Burnham
Women in Family Business – A series of programs designed by women focusing on education that is important and useful to them. This group meets several times a year with various programs including two golf clinics and new for 2016 a golfing “Wine & 9” series. The open golf clinic and the start of our “Wine & 9” series is on Tuesday, June 14 at the Nonesuch River Golf Course. Our next program is on Thursday, October 4, 2016 for a creative Paint Nite at Muse Paint Bar. Sponsored by Baker Newman Noyes.
Emily Machesney, Tia and Katie Capozza and Delanie Gleason-Hart
Women in Family Business Golf Clinic
Next Generation – All generations working in a family business benefit from the information provided in these meetings. Participants learn: communications, transitions, generational management styles, balancing family and family business, and more! We have two peer advisory groups that meet six times a year with two additional open sessions. The next open program will be on Thursday, October 20, 2016 called “A View from the Sidelines: Developing Skills to Enter the Game!” Sponsored by Harvard Pilgrim Health Care and Husson University.
Visit www.fambusiness.org to learn more
In addition to our Affinity Groups we also have several educational programs including a HR for the Family Business series, our Family Business Spotlight: Business After Hours and new for 2016 our 3-part Succession Planning series. We invite members (with family and non-family employees), future members and all to join us!
IFOB 2016 June – December Calendar
Theme: Succession planning for the 21st Century: a bridge to successful transitions TYPE OF PROGRAM
DATE / TIME / LOCATION
DESCRIPTION OF PROGRAM
Women in Tues, June 14, 4-6 p.m. Family Business Nonesuch River Golf Course – Golf Program 304 Gorham Rd, Scarborough
Open Golf Clinic and start of Wine & 9 (every Tues for 5 weeks: June 14, 21, 28 and July 12 and 19) Sponsored by Baker Newman Noyes
Educational Program – Part 1 of 3 Succession Planning Series
Succession Planning 101: An Integrated Planning Model for the Family Business Presented by Jane Hilburt-Davis Sponsored by Key Resources, BerryDunn, Family Wealth Management Partners,UBS, Husson University, Mainebiz, Spinnaker Trust and Perkins Thompson
Wed, July 20; 8-10:30 a.m. Husson University Southern Campus 340 County Rd, Westbrook
Women in Tues, Aug 16, 4-6 p.m. Family Business Nonesuch River Golf Course – Golf Program 304 Gorham Rd, Scarborough
Open Golf Clinic Sponsored by Baker Newman Noyes
Educational Program – Part 2 of 3 Succession Planning Series
Wed, Aug 24; 8-10:30 a.m. Husson University Southern Campus 340 County Rd, Westbrook
Awareness, Communication & Conflict Resolution in Succession Planning: The Game of Ten Played Presented by Steve Barton & Elizabeth Reuthe Sponsored by Key Resources, BerryDunn, Family Wealth Management Partners,UBS, Husson University, Mainebiz, Spinnaker Trust and Perkins Thompson
Educational Program – Part 3 of 3 Succession Planning Series
Thurs, Sept 29; 8-10:30 a.m. Husson University Southern Campus 340 County Rd, Westbrook
Succession Strategies Panel Discussion: Estate Plans including Family Transition / Coop / ESOP Ownership Presented by Steve Tenney, Rob Brown and Seth Webber Sponsored by Key Resources, BerryDunn, Family Wealth Management Partners,UBS, Husson University, Mainebiz, Spinnaker Trust and Perkins Thompson
Women in Tues, Oct 4, 3:15 – 6:15 p.m. Family Business Muse Paint Bar – Paint Nite 245 Commercial St, Portland
The Importance of Play: An Afternoon of Painting Sponsored by Baker Newman Noyes
Next Generation Program – Open Program
A View from the Sidelines: Developing Skills to Enter the Game! Sponsored by Harvard Pilgrim Health Care and Husson University
Thurs, Oct 20, 5-7 p.m. Husson University Southern Campus 340 County Rd, Westbrook
Family Business Mon, Nov 7; 5-7 p.m. Spotlight – 360 Route 1, Suite 102, Chalmers Scarborough Insurance Group
Discover the unique S.H.I.P. experience with great food, networking and more! Sponsored by Chalmers Insurance Group, Harvard Pilgrim Health Care, Mainebiz and Blue Elephant Events & Catering
Holiday Social
A holiday tradition with great food, adult beverages and lots of networking! Sponsored by Founding Sponsors: Verrill Dana, BerryDunn, MEMIC, TD Bank and R.M. Davis, Inc.
Wed, Dec 14, 5-7 p.m. Portland Country Club 11 Foreside Rd, Falmouth
FOUNDING SPONSORS
ELITE PARTNERS
PROGRAM SPONSORS
PO Box 3364 • Portland, ME 04104-3364 • www.fambusiness.org • 207-798-2667