Photo by David Dostie
Greetings, Thank you for your interest in the Institute for
We hope that you will read this short, but very
Family-Owned Business (IFOB). For the past two
informative, booklet about the Institute and all
decades, IFOB has supported, strengthened and
that it does to help and promote successful family
empowered family-owned businesses throughout
businesses in Maine. You can also visit our website
the state of Maine. Founded by business
at www.FamBusiness.org for more information, or
leaders who sought local resources to help
contact me today.
with succession planning and other challenges unique to family-owned businesses, the Institute
Best,
has become a comprehensive resource for firstgeneration and multi-generation businesses of all sizes, offering continuing education programs,
Catherine Wygant Fossett
networking opportunities and consulting services.
Executive Director
ABOUT THE INSTITUTE FOR FAMILY-OWNED BUSINESS
In addition to offering a variety of education
The Institute was formed in 1994 by prominent
Institute recognizes outstanding Maine businesses
Portland business owner, Shep Lee, who was
through its annual Maine Family Business Awards
working on transitioning the leadership in his
gala, which attracts more than 350 attendees
third-generation auto dealership.
each year.
programs and events to address the complex and varied concerns of family-owned businesses, the
Discovering that the closest resource was in New Hampshire, Lee approached the University of Southern Maine about creating an organization to support Maine family businesses. Lee, his
The Institute for Family-Owned Business is a
daughter, Cathy, and key USM leaders appointed
nonprofit organization dedicated to the success
a director and launched the Institute as a part of
of family-owned businesses in the State of Maine.
the University, with 20 member businesses. Since its first public program, the Institute has grown in its mission of providing support, networking, guidance and forums to help family business operators better understand and appropriately face their exceptional challenges. In 2008, the Institute became a separate 501(c)(3) nonprofit organization with the generous support
To be the:
premier resource for family-run businesses in Maine predominant source of outreach programs for family-owned businesses
of its founding sponsors. Today, these sponsors
recognized expert in and
include Verrill Dana, LLP, BerryDunn, MEMIC, TD
networking resource for inimitable
Bank, Clark Insurance, Family Wealth Management
family-business issues.
Partners UBS, and many others.
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OUR MISSION
PROGRAMS & SERVICES The Institute for Family-Owned Business provides programs and services around topics that can benefit every member of your family and your
AFFINITY GROUPS
business, including:
These groups meet several times for networking
• Business succession planning and governance • HR for the family business • Conflict resolution • Communications intergenerational, sibling, and gender issues • Leadership development • Compensation and performance measurement • Strategic planning for family firms • Innovation and change management
Educational Programs and Workshops Programs offered by the Institute provide valuable
and discussion on issues of interest to members. Space is limited and advance reservation is required for many of these groups; call or email us to learn more. Our affinity groups include: CEO Central - A facilitated roundtable discussion designed exclusively for family business CEOs. 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.
information on topics of interest to family
Women in Family Business - Women focusing on
business owners. Educational programs run from
education that is important and useful to them.
two hours to a full day, and include ample time for networking. For a current calendar of upcoming
Next Generation - All generations working in
programs, visit www.FamBusiness.org.
a family business benefit from the information provided in these meetings. Participants learn communication, transitions, generational
SERVICES CONSULTING Family Meeting Facilitator When an objective third party would enhance
management styles, balancing family and family business, and more!
SIGNATURE EVENTS Each spring, the Maine Family Business Awards
discussion of particular issues at your firm, we can
recognizes family businesses for their expertise.
help you to identify an appropriate facilitator.
Since its inception over 80 businesses have won
Referrals and Information
for various categories of excellence.
The Institute is a comprehensive resource
A holiday social is held annually in December to
for family businesses. If you have a need for
celebrate the season, and is sponsored by our
information, support or guidance, we can help.
Founding Sponsors: MEMIC, Verrill Dana, LLP,
Contact us at (207) 798-2667 or email
BerryDunn, TD Bank, Clark Insurance and Family
Catherine@FamBusiness.org.
Wealth Management Partners, UBS.
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MAINE FAMILY BUSINESS AWARDS Since 2000, the Institute for Family-Owned Business annually recognizes family-owned, Maine-based businesses through its Maine Family Business Awards program. Presented at a gala event each spring that attracts over 350 attendees, the awards celebrate the accomplishments of small and large businesses that exemplify the following criteria:
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• Business success • Positive business and family linkages • Contributions to the community and industry • Family participation • Work environment • Communication • Innovative business practices or strategies Awards are presented in seven categories:
MAINE FAMILY BUSINESS AWARDS In partnership with MEMIC
• Maddy Corson Small Business Award (fewer than 25 employees) • Renys Large Business Award (25 or more employees) • Shep Lee Community Service Award • Chalmers Insurance Group Customer Service Award • Holiday Inn By The Bay First Generation Award • People’s United Bank Innovation and Technology Award • Environmental Leadership Award
The Capozza family and their employees accept the Renys Large Business Award at the 2017 Maine Family Business Awards.
2017 MAINE FAMILY BUSINESS AWARD WINNERS Maddy Corson Small Business Award – Highland Avenue Greenhouse Renys Large Business Award – Capozza Tile and Floor Covering Center Shep Lee Community Service Award – Geaghan’s Pub and Craft Brewery Chalmers Insurance Group Customer Service Award – Hanson Enterprises, LLC Holiday Inn By The Bay First Generation Award – Custom Composite Technologies, Inc. People’s United Bank Innovation and Technology Award – Puritan Medical Products HUB/Norton Insurance and Financial Services Environmental Leadership Award – OceanView at Falmouth Businesses may be nominated by individuals outside or inside the company. For more information, to view a list of prior winners or to nominate a company, visit www.FamBusiness.org or call (207) 798-2667.
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FAMILY-OWNED BUSINESS STAFF
BOARD OF DIRECTORS
Catherine Wygant Fossett,
David Ciullo, Career
Executive Director
Management Associates
Prior to joining the Institute
(CMA), Board Chair
for Family-Owned Business
David Ciullo is the CEO
(IFOB) as Executive
of Career Management
Director, Catherine served
Associates (CMA), the CEO
as the Executive Director
of Dale Carnegie Maine
for the Boothbay Harbor Region Chamber
and is now taking on the role of the IFOB chair.
of Commerce, where she oversaw the 50th
He is also the talk show host of the HR Power
Anniversary of Windjammer Days, developed the
Hour, a national HR educational radio show.
Claw Down lobster bite competition, and annually
David is also a Member of the Maine State Civil
produced the region’s definitive travel guide.
Service Appeals Board. David currently serves as
She is a graduate of the Maine Association of
Chairman on the Board of Directors for the Maine
Nonprofits’ Executive Leadership Institute.
Institute for Family-Owned Business, President
Catherine’s prior experience includes 20 years in the travel industry as Director of Marketing at Hewins Travel, and Director of Sales as Hurley Travel Experts. A graduate of Bates College, she has served on dozens of boards including the Advertising Club of Maine, the World Affairs Council of Maine, MidCoast Chamber Council, Mobilize MidCoast Maine leadership committee, Maine Sports Commission, and Rotary. She currently serves on the Board of the Amputee Association of Maine, the committee for Boothbay Treasures #GivingTuesday, the Advisory Board for the Maine Women Magazine and the Boothbay
Elect and Board Member of the Human Resource Association of Southern Maine (HRASM) and Vice President and Board Member of the Northern New England Association of Personnel Services. David also has over 25 years of experience as an executive for some of the largest retail corporations in the US, including American Eagle Outfitters, Pacific Sunwear, and Designs/Levi Strauss. David is a graduate of Norwich University and Leadership Maine. He is a Blackbelt in TaeKwon-Do and Eagle Scout. David enjoys giving back through donation of time to help students with their career goals.
Sea and Science Center. She lives with her husband in Boothbay, is an avid boater and
Lindsay Skilling,
outdoor enthusiast with a love of great food and
Gifford’s Ice Cream,
local crafts.
Board Vice Chair Lindsay Skilling is a fifthgeneration ice cream maker and CEO of Gifford’s Famous Ice Cream. With a staff of 41 year-round employees, and sales of 1.9 million gallons of ice cream a year, Lindsay’s
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role includes oversight of operations, staff, five
2007, he became a financial advisor, holding all
seasonal ice cream stands, and a thriving ice
FINRA required licenses as well as a Maine State
cream factory, which produces more than 100
insurance license. Currently, he is the President
flavors and distributes to hundreds of large and
and founder of Barton and Associates, a coaching
small retail locations from Maine to South Carolina.
and advisory firm with a focus on business
Lindsay was born in 1983 in Waterville and
leadership coaching. He is certified by the Gestalt
received a business degree from Bryant University.
International Study Center and is an Honors
She is a wife and mother of two young children.
graduate of the University of Southern Maine School of Business.
Francis J. O’Shea, BerryDunn,
Justin Beauregard,
Board Treasurer,
Blue Point Financial
Founding Sponsor
Justin joined Blue Point
Francis J. O’Shea, CPA/
Financial, based in
ABV, CVA, is a Tax Principal
Scarborough, in 2009 after
with BerryDunn, an
graduating with a degree
accounting and business consulting firm. Over his
in Business Administration
35 year career, Frank has counseled many closely-
from the University of Southern Maine. Blue
held and family business clients on the technical
Point Financial is a family-run, second generation
and non-technical issues related to income and
financial planning firm that advises business
estate tax planning, as well as business succession
owners and professionals on how to grow and
and valuation.
protect their wealth. Justin lives in Falmouth with
Formerly a Principal with Cloudhawk Management Consultants, LLC, and a tax partner with Coopers
his wife, Morgan (who also works in the business), son, Graeme, and dog, Milly.
& Lybrand, LLP, he brings a broad perspective to assisting his clients in successfully developing and
Reuben Bell, Blue Elephant
implementing tax savings strategies and plans for
Events and Catering
the transition of their business enterprises.
Originally from Fryeburg, ME, Reuben is Co-founder
Stephen Barton, Barton
and President of Blue
and Associates, LLC
Elephant Events and
Stephen has 30 years of experience in a family business founded by his grandfather in 1950. As President of Barton’s Flowers in Westbrook, he purchased Harmon’s Flowers of Portland, founded in the late 1800s, and merged the two companies in 1985 to form Harmon’s and Barton’s, which became a top 100 FTD Florist. He also served on the advisory board of FTD national. After selling the company in
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Catering. Reuben began his career in event management in the museum and publishing worlds in Philadelphia before returning to Maine to open Blue Elephant in 2007. He enjoys guiding his clients through the event planning process and helping create unique experiences for their guests. Reuben is a past chair of the Biddeford-Saco Chamber of Commerce.
Kevin Bowman,
Joseph F. Capozza II,
Bowman Constructors
Capozza Tile Co.
Kevin is responsible
In 1976 Joe chose to join
for all aspects of the
the family business fulltime.
business; from estimating
Alongside his father, he
jobs, procuring business
embraced learning the
services, preparing
tile trade and eventually
proposals, negotiating contracts and managing
progressed to running the business. He was
projects to overseeing company finances,
instantly captivated working with his hands
accounting, public relations, and marketing.
installing tile, travelling throughout New England
Under his leadership as President, Bowman
working on a vast array of job sites and building
Constructors grew from a company with three
the business to where it is today, a full service
employees and gross sales of $250,000 in 1987
provider of all flooring. As President, he is proud
to a company with 35 employees and gross sales
to have the third generation running the company
of $10,000,000 by 2000. Bowman Constructors
and being the recipient of the 2017 Renys MFBA
are the winners of the 2016 People’s United Bank
Large Business Award.
Innovation & Technology Award and Kevin was one of the 2017 judges for the MFBA.
Steve Cote, Chalmers Insurance Group
Patti Camelio, People’s United Bank
A 1989 graduate of Bowdoin College and
Patti Camelio, CPA is a
veteran youth basketball
Senior Vice President and
coach, Steve was promoted
Commercial Lender at
to President of Chalmers
People’s United Bank in
Insurance Group in January of 2014, the first
Portland, Maine. Patti
non-family member to lead the Agency in its 160
brings over 25-years of experience in commercial
year history. A trusted risk management advisor
lending to Maine businesses and institutions in
to individuals, families and businesses for 27
a wide variety of industries with expertise in
years, his specialty is analysis and development
mergers, acquisitions and business succession. She
of Property and Casualty insurance solutions for
prides herself on delivering exceptional customer
the Hospitality Industry, Social Services/Not-
service. Patti earned a Bachelor of Science degree
for-Profit organizations, Educational Institutions
in Business Administration with a concentration in
and Boys and Girls Camps & Conference Centers,
Accounting from the University of Vermont. She
including Professional and Management Liability.
resides in Falmouth with husband John, two
Steve often represents Chalmers as an advisory
children and chocolate lab.
board member to many carrier partners. Current and past advisory affiliations include: Main Street America Group/NGM Insurance (2017 National
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Council Chairman); Hanover Insurance; Liberty
Women’s Leadership Institute and Million Women’s
Mutual; Safeco; Acadia Insurance; MMG Insurance
Mentor movement.
and Patriot Insurance. Melinda A. Irish, Mike Davis, Industrial
Baker Newman Noyes,
Roofing Companies (IRC)
Elite Partner
Mike Davis is the President/
Melinda began her career
Owner of Industrial Roofing
at Baker Newman Noyes
Companies (IRC) in
in 2003. She is a Senior
Lewiston, and co-founded
Manager in the firm’s Audit
Solar Roof Systems in
Division, specializing in the manufacturing and
2009. With approximately 100 employees—IRC
distribution and employee benefit plans. Melinda
has become Northern New England’s leading
is also involved with the firm’s internal training
commercial roofing services firm, winning the
program. She earned a Bachelor of Science degree
Customer Service Award in 2012. Mike earned a
in Accounting and a Bachelor of Science degree in
chemical engineering degree from the University
Business Administration from Husson University.
of Maine, an MBA from the New York Institute of
Melinda enjoys gardening, cooking and spending
Technology, and remains active with the UMaine
time with her family. She is married with two sons
Pulp & Paper Foundation. In spare time, he likes to,
and one daughter.
“chase my kids on the ski hills and try to catch a few fish on Casco Bay.”
Paula Mahony, Words@Work
Catherine T. Duranceau, MEMIC, Founding Sponsor
clients identify the key
Catherine Duranceau
elements of their vision and
joined MEMIC in 2001,
brand, providing concept
following her work as an
and direction for QVC,
underwriting consultant
CollectiblesToday.com, WebMD, Schiavi Home
during MEMIC’s inception
Builders, United Insurance, UNUM, and the Town of
in the early 1990’s. Catherine’s leadership and
Falmouth. Sometimes, ideas take unique form like
guidance as the Vice President of Underwriting
the Work for VNA Homehealth Hospice resulted
has helped the MEMIC Group achieve its growth
in the award-winning Ask for VNA campaign. For
and profitably goals. Prior to MEMIC, Catherine
the Town of Falmouth, she created Very Merry
worked with Guard Insurance, Acadia Insurance
Falmouth—a three-day celebration attracting
and The Hanover Insurance Company. Catherine
shoppers to Route One. Paula is a board member
has continued her education through her Masters
of the Falmouth Cumberland Chamber and
In Business Administration from the University
Dancing with the Dentists. She stays busy golfing,
of Southern New Hampshire and The Chartered
skiing, romping with her Black Lab and observing
Property and Casualty Underwriter insurance
the behaviors of her millennial children. Her
designation. She is a licensed agent and is a
company was a 2017 MFBA finalist.
member of the Institute for Civic Leadership Rho Class. She is also active in Olympia Snowe’s
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Paula has helped countless
Shauna Miller, TD Bank,
to individuals and family-owned businesses,
Founding Sponsor
as well as other business and nonprofit clients,
Shauna Miller is a Senior Commercial Lender and Vice President at TD
representing them in mergers and acquisitions, board governance, shareholder relations and other compliance and transactional matters.
Bank in Portland, Maine.
A former chair of the Business Law Section of the
Shauna’s expertise in small
Maine State Bar Association, Chris has also served
business and commercial financing is in line with
on the boards of several area organizations,
the Institute’s mission of serving our growing
including Waynflete School, an independent day-
community. Shauna provides exceptional service
school in Portland.
with proven business development, while focusing on what her customers want and need. Shauna
Peter P. Sowles,
lives in South Portland with her husband and
Morong Falmouth
two boys.
Peter P. Sowles is Vice President and Pre-Owned
Jeff Shaw, Clark Insurance,
Manager at Morong
Founding Sponsor
Falmouth Volkswagen,
Jeff, elected president
Mazda, Porsche & Audi. He
of the Clark Insurance
is a second generation Owner Operator and works
agency in 2015, has led
closely with his brother Bill, President, in the
the sales team at Clark
company founded by their father, Horace (Ken)
during one of its greatest
Sowles, in 1956. He is a graduate of Salisbury
periods of growth. Jeff began his insurance
School in CT and received his BA in Business from
career in 1986 and has earned the designation of
Boston University. Peter lives in Cumberland with
Certified Insurance Counselor (CIC) and earned
his wife Anne.
his bachelor’s degree from Bentley University. He is a resident of Saco and an active member of the
Steven Tenney, Family
Biddeford Rotary.
Wealth Management Partners, UBS, Christopher R. Smith, Verrill Dana, LLP, Founding Sponsor Chris Smith is a partner
Founding Sponsor Running a family business is filled with rewards and challenges; Steve
in Verrill Dana, LLP’s
experienced this firsthand when he merged his
Corporate Governance,
wealth management practice with his father’s
M&A and Securities
in 1997. Combining respect for the core values
practice group in Portland. Chris serves as counsel
passed down from his father with a recognition of
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the importance to proactively evolve, Steve works hard to solve problems and provide solutions
ADVISORY BOARD
for clients, ultimately making a meaningful
John Beauregard,
difference in their lives. As a Certified Portfolio
Beauregard Equipment
Manager, Certified Exit Planning Advisor, Senior
A graduate of Champlain
Portfolio Manager in the Portfolio Management
College, John and his
Program and a veteran of the Firm since 1993,
brother Carl now run
Steve is responsible for directing the team’s
their family business.
investment strategy. Prior to joining UBS Financial Services Inc., he was a securities lending representative at State Street Bank, and a research assistant at Morgan Stanley Asset Management in London. Steve graduated from Tufts University and currently lives in Yarmouth with his wife and two children. Outside of work, he spends time volunteering and competing in numerous sports including sailing, rowing and triathlon.
Kimberly Wolak-Garrett, The Wolak Group
Beauregard Equipment was founded in 1968 by Bob Beauregard, as a Family Owned and Operated business, providing construction equipment products and support services. Groomed from childhood and crosstrained in sales and rentals, service and parts, John can answer most questions on the spot. The company has full service locations in Colchester, VT, Concord, NH, Bangor and Scarborough, ME. Together, the brothers share a memory of Beauregard Equipment, maintain its character and values, and are proud to see it flourish in
Kimberly Wolak-Garrett
their generation. As they grow, they pass on their
is a second-generation
knowledge and family values to all employees
Franchise Owner and the
who, in turn, carry the personal Beauregard touch
Chief Operating Officer at
to all of their customers. As a family owned and
The Wolak Group, helping
operated business, they put people before their
to run an organization of almost 100 Dunkin’
machines—literally.
Donuts locations, 2,000 employees and several commercial real estate developments in Maine,
Theresa Cloutier,
New Hampshire and New York. Kim has expertise
DMM, Inc.
in brand development, operations, marketing and sales in both the film and wine industries while residing in Boston, Los Angeles, Malibu and Napa, CA. In addition to her diverse career, she is an active member of the Dunkin’ Brands Maine Advertising Committee, Vice Chair for the Dunkin’ Brands Maine Franchise Owner District Advisory Council, member of the Dunkin’ Brands People Systems Sub-Committee and the Dunkin’ Brands Sustainability Task Force Committee, and serves on the Board of Directors for the Maine State Society for the Protection of Animals (MSSPA).
Theresa is a Managing Partner along with her two siblings, at DMM, Inc., a privatelyheld manufacturing company in Scarborough, ME, by her father founded in 1983. The company specializes in digital document and direct marketing solutions, and was named a Xerox Global Service Provider in 2010. Theresa is responsible for marketing, customer experience and board governance. She has a B.A. in Psychology and Marketing from the University of Southern Maine and a Master’s
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Degree in Educational Psychology from Boston
Maddy Corson,
College. Theresa was recently named the 2015
AMG Associates
recipient of the Crystal & Company FFI GEN
Maddy Corson is known
Scholarship in Family Business from The Family
for actively working to
Firm Institute in Boston. A graduate of USM’s
preserve the unique
FastTrack Program for entrepreneurs, she
legacies of family-
serves on the board of the New England Direct Marketing Association, and is a member of the MyPlaceTeen’s 500 Club.
owned businesses. As the Chairman and Publisher of the former Guy Gannett Communications, a Portland-based, family-owned media company, Maddy successfully
Janet Cole Cross,
translated into business the skills she gained from
Career Coach for the Next
her extensive leadership work for Maine non-
Generation, Cole Cross
profits. After 15 years of service to the Institute
Connections, LLC
Board, Maddy is looking forward to being on the
Janet is passionate
Advisory Board.
about advocating for and mentoring the Next Generation (young people of all ages) to help them develop and reach their personal career goals. For all students she helps them to connect to job shadows, internships and community service experiences. Within family businesses, she works with the next generation to mentor and guide them to advocate for themselves in their personal career journeys. She brings a unique career path that includes working for a large corporation; then entering her own family’s business, as a third generation Owner/Executive and Consulting family businesses. She was a founding Board member of the IFOB and has been involved since its inception in 1994. Recently, she created and facilitates 3 Peer Advisory Groups where the Next Generation learn and grow from each other.
Maureen Costello Wedge, Sun Media Group Maureen Costello Wedge is former Vice President for Human Resources and part of the fourthgeneration ownership who managed Sun Media Group, which included a daily newspaper, 12 weekly newspapers and their websites, a commercial printing division, real estate holdings and a software development company. Maureen has worked at the Sun Journal since 1988 and continues to work through an ownership transition. She has served in leadership positions in a variety of industry and community associations. Maureen has extensive knowledge in all aspects of managing a family business, including human resources, employee relations and benefits and compensation.
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Harry Fraser, The H.G.
Company in 1997 after working in the financial
Fraser Group, LLC
industry and management of sports arenas. In
Harry is President of The H.G. Fraser Group, LLC, a management consulting
his 21 years at Hussey Seating Company, he has gained extensive knowledge of managing a family business and how it differs from other businesses.
firm specializing in John Isaacson,
helping businesses
Lee Auto Malls
move to the next level. Previously Harry held the positions of: CEO of Alcom LLC, a premier
John A. Isaacson, past
trailer manufacturer headquartered in Winslow,
Chair of the Board of
ME; CEO of Johnny’s Selected Seeds, a 100%
Directors of IFOB, is the
employee-owned company headquartered in
CEO, an equity partner
Maine; CEO for Thos. Moser Cabinetmakers of Auburn, ME; Manufacturing Plant Manager of an $800M business segment of Digital Equipment Corporation in Augusta, ME.
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and a Board Member of Lee Auto Malls. He started with the company as a salesperson in 1983 and held various management positions within the company before obtaining his
Harry holds a Bachelor of Science Degree in
current position in 1996. John has held a variety of
Accounting from Husson University, a Master
leadership roles, including Board Chair and Chair
of Business Administration from the University
of numerous key committees for St. Mary’s Health
of Southern Maine and is a Certified Business
System in Lewiston. He also serves on the Board
Valuation Analyst. He has a passion for family-
of Directors for Community Clinical Services;
owned businesses and is a student of ESOP’S.
Covenant Health Systems (Board Chair); Greater
He sits on the Board of Directors for a number of
Atlantic Insurance Company; Key Royal Insurance;
employee-owned and family-owned businesses.
Covenant Health Systems Insurance Limited and
He is the past chair of IFOB and speaks regularly
is a Founding Trustee of the Maine Auto Dealers
at various business events on succession planning,
Health Insurance Trust. John grew up in Lewiston,
board development and strategic planning. He
Maine, where his family has lived for over 115 years.
currently spends most of his effort working with
He is a 1980 graduate of Lewiston High School
clients as an independent Trustee, Board Director
and a 1984 graduate of Dartmouth College (cum
and business consultant in their transition to
laude). He lives in Cumberland, ME with his wife
employee ownership.
and two children.
Thomas Hussey,
John LeMieux, Anton/
Hussey Seating Company
LeMieux Financial Group
Thomas Hussey is the
John LeMieux, principal
Perma National Sales
and cofounder of Anton
Manager and part of the
LeMieux Financial Group,
sixth generation ownership
has over 25 years’
of Hussey Seating
experience guiding clients
Company, which was founded in 1835 and is one
through the complex world of financial planning
of the world’s leading manufacturers of spectator
and investing. He is a CERTIFIED FINANCIAL
seating. Thomas came to work at Hussey Seating
PLANNER™ professional, a Certified Investment
Management Analyst™, and a Certified Divorce Financial Analyst™. John’s experiences as an entrepreneur, a financial planner, and investment advisor, as well as a college basketball coach, have combined to give him insight into the needs of the individuals, families, family-owned businesses, and nonprofit organizations that he serves.
Colleen McCracken, Planet Dog Colleen McCracken has over 28 years of experience in finance, operations and senior leadership throughout her career with large multi-national companies including WR Grace and G.H. Bass. Prior to joining Planet Dog, a designer and retailer of premium dog products, as its CEO in 2013, Colleen was the CEO of Thos. Moser Cabinetmakers, Inc. Colleen is the past Chair of the Board for the Institute for Family Owned Business (IFOB) and is involved in numerous leadership roles in support of the Institute’s efforts, including Women’s Leadership Forum, and judging for the Institute’s Family Business of the Year awards. Colleen holds a Bachelor of Science degree in Accounting from Bentley University and recently received an Executive MBA with High Honors distinction from Boston University.
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TESTIMONIALS “ANYONE INVOLVED WITH A FAMILY-OWNED BUSINESS WOULD BENEFIT BY BEING A MEMBER OF THE IFOB. YOU WILL MEET OTHER FAMILY BUSINESS OWNERS WHO HAVE HAD MANY OF THE SAME CHALLENGES, AND YOU WILL FIND THE RIGHT EXPERTISE TO SUCCESSFULLY GUIDE YOU AND THE DEVELOPMENT OF YOUR COMPANY.” —ADAM LEE, CHAIRMAN, LEE AUTO MALLS
“FAMILY-OWNED BUSINESSES ARE ONE OF THE DRIVING FACTORS IN THE MAINE ECONOMY. HAVING THE INSTITUTE AS A RESOURCE FOR FAMILY BUSINESSES IN MAINE HELPS THESE BUSINESSES SUCCEED AND PROSPER.” —MADDY CORSON, AMG ASSOCIATES
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Photo by David Dostie
Institute for Family-Owned Business Catherine Wygant Fossett Executive Director P.O. Box 3364
CONTACT US For more information about programs,
Portland, ME 04104 (207) 798-2667 Catherine@FamBusiness.org
upcoming events, membership, sponsorship or other opportunities, please contact:
Media Inquiries: Angie Helton Northeast Media Associates (207) 653-0365 Angie@NEMediaAssociates.com
FOUNDING SPONSORS