IFOB 2017 Calendar

Join the

Institute for Family-Owned Business

With over 40 programs in 2017, we have something for everyone!

Women in Family Business Paint Nite

Shauna Miller and Jessica D’Ottavio Women in Family Business

Blue Elephant Events and Catering at The House of Lights Family Business Spotlight HR for the Family Business with Jessica Manzo and Catherine Wygant Fossett

Visit www.fambusiness.org to learn more ABOUT THE INSTITUTE FOR FAMILY-OWNED BUSINESS

The Institute for Family-Owned Business is a non-profit 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.

Miglena Farley, Tom Cattell, John LeMieux, Eric True at the first Women in Family Business Including Men!

Strengthening Family Business is the core of our mission The Institute for Family-Owned Business (IFOB) is a nonprofit organization dedicated to the success of family-owned businesses in the State of Maine. 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, July 25, September 26 and November 28, 2017. Sponsored by Mainebiz.

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 Thursday, September 14 and November 9, 2017. Sponsored by Key Private Bank.

Mike Barriault, Kevin Hancock and Gene Geiger

Maureen Costello Wedge, Cathy Snook

Women in Family Business – and Kim Burnham 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 a variety of programs. New for 2017, we’re inviting the men to two programs. The summer kicks off with our women’s “Wine & Nine” series on Tuesday, July 11 for 6 weeks at the Nonesuch River Golf Course. All skill levels are welcome and if you’re a beginner, we’ll include the clubs and instruction too! Our Women in Family Business fall programs are Thursday, September 7 where we’re inviting the men to “Finding your Voice”, we then have a women’s program on Tuesday, September 19 for a creative Paint Nite and on Thursday, November 2 is our Maine Women Magazine panel. Sponsored by Baker Newman Noyes.

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, September 28 called “10 Leadership Practices that Positively Impact Employee Motivation and Profitability” and a Social on Thursday, December 7, 2017. 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 2017 our 3-part ART of the Family Business series. We invite members (with family and non-family employees), future members and all to join us!

Next Generation

IFOB 2017 July – December Calendar

Theme: Growing and Protecting your Family Business TYPE OF PROGRAM

DATE / TIME / LOCATION

DESCRIPTION OF PROGRAM

Women in Family Starting, July 11, 5-7 p.m.

Nonesuch River Golf Course Business – Golf Program

304 Gorham Rd, Scarborough

Wine & Nine Golf Series (every Tuesday for 6 weeks: July 11, 18, 25; Aug 1, 8 and 15) Sponsored by Baker Newman Noyes and Mainebiz

Educational Program –

Wed, July 19 8-8:30 a.m. – Continental breakfast and networking 8:30-10:30 a.m. – Program Husson University Southern Maine Campus 340 County Road, Westbrook Attend in person or remote in

Action – “How to Kick Start Your Succession Plan Panel” Moderator: Tony Payne, Clark Insurance Panelists: • David Jean, Albin, Randall & Bennett •Timothy Benoit, Perkins Thompson •Jim Lyon, Summit 9 Consulting •Jeannine Pendergast, Spinnaker Trust Sponsored by Albin, Randall & Bennett, Perkins Thompson and Clark Insurance

Educational Program –

Wed, Aug 23 8-8:30 a.m. – Continental breakfast and networking 8:30-10:30 a.m. – Program Husson University Southern Maine Campus 340 County Road, Westbrook

Reaction – “Best Practices to Avoid Taxes Now and in the Future Panel” Panel discussion led by Baker Newman Noyes and BerryDunn Attend in person or remote in Sponsored by Albin, Randall & Bennett, Baker Newman Noyes and BerryDunn

Women in Family Business

Thurs, Sept 7, 4-6 p.m.

The Woodlands Club, 39 Wood Road, Falmouth

“Finding Your Voice in a Family-Owned Business …. Speaking up and speaking out when leading teams, coaching others, influencing meetings, making presentations” – invite men too!

Presented by Dana Morris-Jones and John Shorb of The Delphi Group, Inc. Sponsored by Baker Newman Noyes

Women in Family Business

Tues, Sept 19, 3:15-6:15 p.m.

Muse Paint Bar 245 Commercial Street, Portland

Paint Nite at IFOB – “Why the Creative Process is important” – Introduction by Diane Dunton, Potential Released Sponsored by Baker Newman Noyes

Next Generation

Thurs, Sept 28 8-8:30 a.m. – Continental breakfast and networking 8:30-10:30 a.m. – Program Husson University Southern Maine Campus 340 County Road, Westbrook

“10 Leadership Practices that Positively Impact Employee Motivation and Profitability” Presented by: Vince Pelote, da Vinci Consulting, Dottie Chalmers and Steve Cote, Chalmers Insurance Group Sponsored by Harvard Pilgrim Health Care and Husson University Attend in person or remote in

Family Business Spotlight –

Mon, Oct 2, 5-7 p.m.

211 Marginal Way, Portland

Learn about the changing landscape of retail, enjoy great food, networking and four legged friends are welcome!

Sponsored by Harvard Pilgrim Health Care, Planet Dog, Mainebiz and Blue Elephants Events & Catering

Educational Program –

Wed, Oct 25 8-8:30 a.m. – Continental breakfast and networking 8:30-10:00 a.m. – Program 10:00-12:00 noon – Associate Partner Showcase, Lunt Auditorium, OceanView at Falmouth, 20 Blueberry Lane, Falmouth

Traction – “Free Federal and State Resources for Family-Owned Businesses and IFOB Associate Partners Showcase” including Amy Bassett, District Director, U.S. Small Business Administration; Brian Whitney, President of Maine Technology Institute; Nancy Strojny, Chapter Chair from Portland SCORE and Commissioner Gervais from Department of Economic and Community Development.

Sponsored by Albin, Randall & Bennett

Part 1 of 3 The ART of Family Business Series

Part 2 of 3 The ART of Family Business Series

Including Men! Finding your Voice

Paint Nite Program

Planet Dog

Part 3 of 3 The ART of Family Business Series

Women in Family Thurs, Nov 2, 4-6 p.m.

Business – Maine The Woodlands Club, Women Magazine MWM Panel

39 Woods Road, Falmouth

Topics include: “Work life blend, credibility, equality and dynamics” Panelists: Marie Hansen, Dean, College of Business, Husson University, Lee Hews, Publisher, Maine Women Magazine and moderator, Katie Shorey, Business & Community Development, People’s United Bank Sponsored by Baker Newman Noyes

Next Gen Social

Thurs, Dec 7, 5:30 -7:30 p.m.

Join the Next Generation in an informal setting to talk about the 2018 Next Gen Affinity groups. Open to all Next Gen’s in a family-owned business (members and future members) in a fun location to be determined.

Stay tuned…

Sponsored by Harvard Pilgrim Health Care

Holiday Social

Wed, Dec 13, 5-7 p.m.

Portland Country Club 11 Foreside Rd, Falmouth

A holiday tradition with great food, adult beverages and lots of networking!

Sponsored by Founding Sponsors: Verrill Dana, LLP, BerryDunn, MEMIC, TD Bank, Clark Insurance and Family Wealth Management Partners, UBS

FOUNDING SPONSORS

INSURANC E

ELITE PARTNERS

PROGRAM SPONSORS

PO Box 3364 • Portland, ME 04104-3364 • www.fambusiness.org • 207-798-2667