Next Wave – Rules of Engagement and Confidentiality Forms

Hi All, Per our discussion, please electronically sign the following forms to participate this year in our Next Gen Peer Groups: Rules of Engagement Confidentiality Form Please contact Catherine if you have any questions at 207.798.2667 or via email catherine@fambusiness.org. We look forward to seeing you again soon!

Next Gen Executive I – Rules of Engagement and Confidentiality Form

Hi All, Per our discussion, please electronically sign the following forms to participate this year in our Next Gen Peer Groups: Rules of Engagement Confidentiality Form Please contact Catherine if you have any questions at 207.798.2667 or via email catherine@fambusiness.org. We look forward to seeing you again soon!

IFOB New Board Members PR – DRAFT – Please review

Dear Board, We are happy to launch our PR for the new and existing Board members.  Please review the following items and send any updates / changes to Catherine@fambusiness.org by next Wednesday, April 30 so we can send it out on May 1. New 2025 Board Press Release…

IFOB Pre-reading Materials for Board meeting Thursday, April 17 on Zoom – 9-10:30 am

Dear Board, Thanks for taking a look at our pre-reading materials for the Board meeting next week.  Our financials and the 990 Form have already been emailed separately.  Here are the follow up items: Board Agenda 4.17.25 Board Minutes 2.27.25 Executive Directors Report – April 17 2025 Board…

Board Action Items – April 2025

Dear Board, Thanks for taking a look at the Board Action Items Follow up 3.11.25 updated I’ve already added in a few takers. Please let me know if you can help out too. Thanks, Katie for sending around an email to your peers. Please let us know if…

Board / Membership Example Email

IFOB – New Member Follow Up Email – Example We have two types of membership: Family business (any two members in the family who work in the business – spouses, cousins, siblings, parents and children etc. wherein one owner either shares ownership or works in the business with…

Board – IFOB General Information / Sell / Marketing Sheets 2025

Here is a list of information that may be helpful when you tell people about the IFOB.  We also have a link to our membership page here:  https://fambusiness.org/membership/ 1. IFOB Flyer 2. IFOB Impact 2025 3.Definition and Mission 2025 4. IFOB Organizational Structure Chart 2024 5. IFOB Programs…

2025 Board – Specific Information Orientation

Anatomy of a Consent Agenda Bylaws Updated Feb 2017 Board Member Roles and Responsibilities Slate of Officers / Executive Committee for 2024 Chair: Joe Capozza, Capozza Floor Covering Center Past Chair: Dottie Chalmers Cutter, Chalmers Insurance Group Vice Chair: Deirdre Wadsworth, Hardypond Construction Treasurer: Jacques Santucci, Opus Consulting…

IFOB Pre-reading Materials for Board meeting Thursday, February 27 at Verrill from 9-10:30 am

Dear Board, We’re excited to kick off the 2025 year and we have lots of pre-reading materials for the Board meeting next week.  Our financials will be sent separately via email.  We will also add you all in on the Board Orientation information too in case you want…

Follow up to Programming Committee Meeting 2.11.25

Hi All, Thanks so much for a great meeting the other day.  We’ve been hard at work and secured many items for the year.  Below is the latest information on the programs we discussed and we’ll present this to the Board at our Feb 27 meeting. IFOB Programs…