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.

Join the

Institute for Family-Owned

BusinessWith over 30 programs in 2016,

we have something for everyone!

Visit www.fambusiness.org to learn more

HR for the Family Business with Laurie Davis and Sharon Dorsett

Family Business Spotlight with Hussey Seating Company

Family Business Spotlight with Gifford’s Ice Cream

Maine Family Business Awards with Tom Hussey and Bill Page

Participants in our Family Business Forum

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.

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.

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.

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.

Mike Barriault, Kevin Hancock and Gene Geiger

Women in Family Business Golf Clinic

Maureen Costello Wedge, Cathy Snook and Kim Burnham

Emily Machesney, Tia and Katie Capozza and Delanie Gleason-Hart

Visit www.fambusiness.org to learn moreIn 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 Family Business – Golf Program

Tues, June 14, 4-6 p.m.Nonesuch River Golf Course304 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

Wed, July 20; 8-10:30 a.m.Husson UniversitySouthern Campus340 County Rd, Westbrook

Succession Planning 101: An Integrated Planning Model for the Family Business

Presented by Jane Hilburt-DavisSponsored by Key Resources, BerryDunn, Family Wealth

Management Partners,UBS, Husson University, Mainebiz, Spinnaker Trust and Perkins Thompson

Women in Family Business – Golf Program

Tues, Aug 16, 4-6 p.m.Nonesuch River Golf Course304 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 UniversitySouthern Campus340 County Rd, Westbrook

Awareness, Communication & Conflict Resolution in Succession Planning: The Game of Ten Played

Presented by Steve Barton & Elizabeth ReutheSponsored 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 UniversitySouthern Campus340 County Rd, Westbrook

Succession Strategies Panel Discussion: Estate Plans including Family Transition / Coop / ESOP Ownership

Presented by Steve Tenney, Rob Brown and Seth WebberSponsored by Key Resources, BerryDunn, Family Wealth

Management Partners,UBS, Husson University, Mainebiz, Spinnaker Trust and Perkins Thompson

Women in Family Business – Paint Nite

Tues, Oct 4, 3:15 – 6:15 p.m.Muse Paint Bar245 Commercial St, Portland

The Importance of Play: An Afternoon of Painting Sponsored by Baker Newman Noyes

Next Generation Program –Open Program

Thurs, Oct 20, 5-7 p.m.Husson UniversitySouthern Campus 340 County Rd, Westbrook

A View from the Sidelines: Developing Skills to Enter the Game!Sponsored by Harvard Pilgrim Health Care and Husson University

Family Business Spotlight –Chalmers Insurance Group

Mon, Nov 7; 5-7 p.m.360 Route 1, Suite 102, Scarborough

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 Wed, Dec 14, 5-7 p.m. Portland Country Club11 Foreside Rd, Falmouth

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.

FOUNDING SPONSORS

ELITE PARTNERS

PROGRAM SPONSORS

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