Institute for Family-Owned Business June - Dec 2016 Calendar

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