Institute for Family-Owned Business Brochure

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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

PROGRAMS & SERVICES The Institute for Family-Owned Business provides

Best,

programs and services around topics that can

has become a comprehensive resource for first-

benefit every member of your family and your

AFFINITY GROUPS

generation and multi-generation businesses of

business, including:

These groups meet several times for networking

all sizes, offering continuing education programs,

Catherine Wygant Fossett

networking opportunities and consulting services.

Executive Director

• Business succession planning and governance • HR for the family business • Conflict resolution • Communications intergenerational, sibling, and gender issues

ABOUT THE INSTITUTE FOR FAMILY-OWNED BUSINESS

In addition to offering a variety of education

• Leadership development

programs and events to address the complex and

• Compensation and performance measurement

varied concerns of family-owned businesses, the

• Strategic planning for family firms

The Institute was formed in 1994 by prominent

Institute recognizes outstanding Maine businesses

• Innovation and change management

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 400 attendees

Educational Programs and Workshops

third-generation auto dealership.

each year.

Programs offered by the Institute provide valuable

Discovering that the closest resource was in New Hampshire, Lee approached the University of Southern Maine about creating an organization

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

to support Maine family businesses. Lee, his

The Institute for Family-Owned Business is a

networking. For a current calendar of upcoming

Next Generation - All generations working in

daughter, Cathy, and key USM leaders appointed

nonprofit organization dedicated to the success

programs, visit www.FamBusiness.org.

a family business benefit from the information

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 Bank, Clark Insurance, Family Wealth Management Partners UBS, and many others.

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OUR MISSION

and discussion on issues of interest to members.

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

networking resource for inimitable

for family businesses. If you have a need for

celebrate the season, and is sponsored by our

family-business issues

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 400 attendees, the awards celebrate the accomplishments of small and large businesses that exemplify the following criteria:

FAMILY-OWNED BUSINESS STAFF

• Business success

Catherine Wygant Fossett,

David Ciullo, Career

Executive Director

Management Associates

Prior to joining the Institute

• Positive business and family linkages • Contributions to the community and industry • Family participation • Work environment

(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

• Communication

for the Boothbay Harbor Region Chamber

and is now taking on the role of the IFOB chair.

• Innovative business practices or strategies

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

Awards are presented in seven categories: • Maddy Corson Small Business Award (fewer than 25 employees) • Renys Large Business Award (25 or more employees)

Catherine’s prior experience includes 20 years

• Shep Lee Community Service Award

in the travel industry as Director of Marketing at

• Chalmers Insurance Group Customer

Hewins Travel, and Director of Sales as Hurley

Service Award

Travel Experts. A graduate of Bates College,

• Holiday Inn By The Bay First

she has served on dozens of boards including

Generation Award

the Advertising Club of Maine, the World Affairs

• People’s United Bank Innovation

Council of Maine, MidCoast Chamber Council,

and Technology Award • Varney Agency Environmental Leadership Award

Mobilize MidCoast Maine leadership committee, The Walters family and their employees accept the Renys Large Business Award at the 2018 Maine Family Business Awards.

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

2018 MAINE FAMILY BUSINESS AWARD WINNERS Maddy Corson Small Business Award – Hardypond Construction

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,

Renys Large Business Award – Woodlands Senior Living

outdoor enthusiast with a love of great food and

Gifford’s Ice Cream,

Shep Lee Community Service Award – Rinck Advertising

local crafts.

Board Vice Chair

Chalmers Insurance Group Customer Service Award – Blueberry Fields Bed & Breakfast Holiday Inn By The Bay First Generation Award – Washburn & Doughty People’s United Bank Innovation and Technology Award – Howe and Howe Technologies Varney Agency Environmental Leadership Award – DM&J Waste

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BOARD OF DIRECTORS

Lindsay Skilling is a fifthgeneration ice cream maker and CEO of Gifford’s Famous Ice Cream. With

Businesses may be nominated by individuals outside or inside the company. For more information, to view

a staff of 41 year-round employees, and sales of

a list of prior winners or to nominate a company, visit www.FamBusiness.org or call (207) 798-2667.

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.

Kevin Bowman,

Joseph F. Capozza II,

Bowman Constructors

Capozza Tile Co.

graduate of the University of Southern Maine

Kevin is responsible

In 1976 Joe chose to join

School of Business.

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

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

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

assisting his clients in successfully developing and

Reuben Bell, Blue Elephant

implementing tax savings strategies and plans for

Events and Catering

Patti Camelio, CPA is a

veteran youth basketball

the transition of their business enterprises.

Originally from Fryeburg,

Senior Vice President and

coach, Steve was promoted

Commercial Lender at

to President of Chalmers

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

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proposals, negotiating contracts and managing

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.

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

FTD Florist. He also served on the advisory board

and past advisory affiliations include: Main Street

of FTD national. After selling the company in

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

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.

MEMIC, Founding Sponsor

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

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 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.

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

Chris Smith is a partner

Property and Casualty Underwriter insurance

the behaviors of her millennial children. Her

in Verrill Dana, LLP’s

experienced this firsthand when he merged his

designation. She is a licensed agent and is a

company was a 2017 MFBA finalist.

Corporate Governance,

wealth management practice with his father’s

M&A and Securities

in 1997. Combining respect for the core values

member of the Institute for Civic Leadership Rho Class. She is also active in Olympia Snowe’s

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compliance and transactional matters.

on the boards of several area organizations,

clients identify the key

joined MEMIC in 2001,

board governance, shareholder relations and other

the Institute’s mission of serving our growing

Paula has helped countless elements of their vision and

representing them in mergers and acquisitions,

business and commercial financing is in line with

Paula Mahony,

Catherine Duranceau

as well as other business and nonprofit clients,

and Vice President at TD

Words@Work Catherine T. Duranceau,

Founding Sponsor

Commercial Lender

“chase my kids on the ski hills and try to catch a few fish on Casco Bay.”

to individuals and family-owned businesses,

Shauna Miller is a Senior

Division, specializing in the manufacturing and

2009. With approximately 100 employees—IRC

Shauna Miller, TD Bank,

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

practice group in Portland. Chris serves as counsel

Founding Sponsor Running a family business is filled with rewards and challenges; Steve

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 Portfolio Manager in the Portfolio Management Program and a veteran of the Firm since 1993, Steve is responsible for directing the team’s 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, The Wolak Group

A graduate of Champlain

Degree in Educational Psychology from Boston

Maddy Corson,

College, John and his

College. Theresa was recently named the 2015

AMG Associates

brother Carl now run

recipient of the Crystal & Company FFI GEN

their family business.

Scholarship in Family Business from The Family

Beauregard Equipment

Firm Institute in Boston. A graduate of USM’s

was founded in 1968 by Bob Beauregard, as a

FastTrack Program for entrepreneurs, she

Family Owned and Operated business, providing

serves on the board of the New England Direct

construction equipment products and support

Marketing Association, and is a member of the

services. Groomed from childhood and cross-

MyPlaceTeen’s 500 Club.

trained in sales and rentals, service and parts, 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

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

who, in turn, carry the personal Beauregard touch

Chief Operating Officer at

to all of their customers. As a family owned and

them develop and reach their personal career

The Wolak Group, helping

operated business, they put people before their

goals. For all students she helps them to connect

machines—literally.

to job shadows, internships and community

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).

and mentoring the Next

service experiences. Within family businesses,

DMM, Inc.

she works with the next generation to mentor and guide them to advocate for themselves in their personal career journeys. She brings a

Theresa is a Managing

unique career path that includes working for a

Partner along with

large corporation; then entering her own family’s

her two siblings, at

business, as a third generation Owner/Executive

DMM, Inc., a privately-

and Consulting family businesses. She was a

held manufacturing

founding Board member of the IFOB and has been

company in Scarborough, ME, by her father

involved since its inception in 1994. Recently, she

founded in 1983. The company specializes in

created and facilitates 3 Peer Advisory Groups

digital document and direct marketing solutions,

where the Next Generation learn and grow from

and was named a Xerox Global Service Provider

each other.

in 2010. Theresa is responsible for marketing, customer experience and board governance. She

Gannett Communications, a Portland-based,

her extensive leadership work for Maine non-

Franchise Owner and the

in brand development, operations, marketing

the Chairman and Publisher of the former Guy

Generation, Cole Cross

Generation (young people of all ages) to help

Theresa Cloutier,

owned businesses. As

translated into business the skills she gained from

knowledge and family values to all employees

New Hampshire and New York. Kim has expertise

legacies of family-

Career Coach for the Next

second-generation

commercial real estate developments in Maine,

preserve the unique

Janet Cole Cross,

their generation. As they grow, they pass on their

Donuts locations, 2,000 employees and several

for actively working to

family-owned media company, Maddy successfully

John can answer most questions on the spot. The

Kimberly Wolak is a

to run an organization of almost 100 Dunkin’

Maddy Corson is known

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.

has a B.A. in Psychology and Marketing from the University of Southern Maine and a Master’s

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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

Financial Analyst™. John’s experiences as an

helping businesses move to the next level. Previously Harry held the positions of: CEO of Alcom LLC, a premier trailer manufacturer headquartered in Winslow, ME; CEO of Johnny’s Selected Seeds, a 100% employee-owned company headquartered in

$800M business segment of Digital Equipment Corporation in Augusta, ME.

John Isaacson,

entrepreneur, a financial planner, and investment

Lee Auto Malls

advisor, as well as a college basketball coach, have

John A. Isaacson, past

combined to give him insight into the needs of the

Chair of the Board of

individuals, families, family-owned businesses, and

Directors of IFOB, is the

nonprofit organizations that he serves.

CEO, an equity partner

Maine; CEO for Thos. Moser Cabinetmakers of Auburn, ME; Manufacturing Plant Manager of an

Management Analyst™, and a Certified Divorce

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.

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

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Thomas Hussey,

John LeMieux, Anton/

Executive MBA with High Honors distinction

Hussey Seating Company

LeMieux Financial Group

from Boston University.

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

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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

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

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