"How To’s" for Family Business: Part 2 of 3 – Recruit, Retain & Engage Employees
8:00 a.m. - 8:30 a.m. - Continental Breakfast & Registration
8:30 a.m. - 10:30 a.m. - Program
Presented by Lou Zambello and Andrew Wood from Opus Consulting Group, Kathleen Reilley and Barbara Appleby from BerryDunn Wealth Management, and Dave Ciullo from Career Management Associates, this program will focus on important and current HR practices, specifically on the topic of Recruiting, Retaining and Engaging Employees. Opus will discuss the pressing topic on CreativeWorkforce Management and Retaining Millennials. BerryDunn will address the current crisis of retirement planning and how Generational Perspectives vary on Retirement Savings specifically talking about how to engage employees. Career Management Associates will round up the discussion with an overall look at current HR practices and recruitment. We will also bring in three family-owned businesses who are using innovative techniques to build their employee recruitment and retention. We will hear from Atoka Dumont from Volk Packaging Corporation, David Machesney from Pratt Abbott and Peter Fitch from Lee Auto Malls.
Attendees will leave this event with a broad understanding on how Maine’s workforce has changed over the years and how employees can be creative with engaging all generations to find balance that works for all.
Join the program and learn how-to successfully recruit, retain and engage employees of all generations!
Our panelists include the following:
Andrew Wood– Senior Consultant, Opus Consulting Group
Andrew specializes in providing clients with strategic and operational support during the start-up and growth phases of a business. He supports new businesses with financial modeling, business plan writing, and ongoing project management to support a successful launch and poise companies for long term growth. In addition, he assists clients as an interim controller to improve core business practices and develop strategic action plans for future growth. Prior to joining Opus, Andrew worked for a multinational corporation selling financial products and services. Andrew is a fluent native speaker of the German language and has experience in German/English translation. He earned a double major in Economics and German with additional studies in international management from Missouri State University and a dual MBA/MSF degree from Northeastern University.
Lou Zambello– Senior Consultant, Opus Consulting Group
Lou has over three decades of experience in successfully growing and transforming a range of businesses; from start-ups to billion-dollar enterprises, either as an operating executive, a board member, or a consultant. His expertise includes executive management and senior level experience in corporate restructuring, strategic planning, marketing, product development, multichannel media strategies, creative, operations, and process re-engineering. Lou is also a professional fly-fishing guide, established author and columnist. He earned a double major in Psychology and Economics from Cornell University, and holds an MBA from Harvard Business School.
Barbara Appleby– Principal, BerryDunn Wealth Management
As the Principal in charge of BerryDunn Wealth Management, Barbara provides comprehensive, personalized financial and estate planning, and investment management to individuals. Prior to BerryDunn, Barbara was President of NorthStar Retirement Strategies, an independent financial planning firm and registered investment advisor, providing comprehensive and independent retirement and estate planning to individuals and families. She practiced law at Drummond Woodsum for eight years and also served as law clerk to former Chief Justice Wathen of the Maine Supreme Court.
Kathleen Reilley- Senior Manager, BerryDunn Wealth Management
As a Senior Manager at BerryDunn Wealth Management, Kathy collaborates with businesses to craft retirement plan solutions that help them manage their fiduciary requirements while ensuring the plan is effective in helping their employees prepare for a successful retirement. She provides top notch service to clients on matters related to financial planning, investments, and insurance and serves as BerryDunn Wealth Management’s compliance coordinator assuring we comply with the ever-evolving regulatory structure. Kathy holds her FINRA Series 6, 7, 24, and 66 registrations through Commonwealth Financial Network®, member FINRA/SIPC.
Dave Ciullo- CEO, CMA Career Management Associates & Dale Carnegie Maine
David Ciullo is the CEO of Career Management Associates (CMA) and the CEO of Dale Carnegie Maine. He is also the talk show host of the HR Power Hour, a national HR educational radio show. David is also a Member of the Maine State Civil Service Appeals Board. David currently serves as Chairman on the Board of Directors for the Maine Institute for Family-Owned Business, President 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, and board chair of the IFOB. 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 Tae-Kwon-Do and Eagle Scout. David enjoys giving back thru donation of time to help students with their career goals.
Atoka Dumont – Human Resources Manager, Volk Packaging Corporation
Atoka has 25 years of experience in Human Resources Management in manufacturing settings. She holds the certification of Senior Professional in Human Resources (SPHR) and Society of Human Resource Management (SHRM-SCP). She is an active member of Society of Human Resource Management (SHRM) and Human Resources Association Southern Maine (HRASM), and is in on-going study for Certified Employee Benefits Specialist (CEBS) with Wharton-University of Pennsylvania/International Foundation of Employee Benefit Plans. Her community support activities have consisted of the Travis Mills Foundation, House in the Woods, Junior Achievement, Work Ready Program at Maine Correctional Center. She holds a Bachelor’s Degree from University of Mississippi and a Master’s Degree from University of Memphis. Atoka and her husband reside in Biddeford, Maine with their French Bulldog Dudley Do-Little. She enjoys running in local 5K, 10K events, golfing and reading.
Peter Fitch – Human Resources Director, Lee Auto Malls
Peter has spent over 25 years leading Human Resources in a variety of businesses. Peter is Director of Human Resources at Lee Auto Mall, Maine’s largest automotive group. He has had significant experience in employee relations, recruiting and retention, acquisitions & integration, management development, benefits design and compensation practices. His experience includes privately held firms as well as large publicly traded companies and groups. Peter is a member of Lee Auto’s Executive Management Team and is responsible for implementing comprehensive HR strategies throughout the company. Prior to Lee Auto, Peter was Group Vice President HR for SPX Inc., leading HR for multiple locations throughout the United States. Peter is past President of the Maine HR Association and he holds a BS in Business from USM and is SPHR and SHRM-SCP certified.
David Machesney - President, Pratt Abbott
David Machesney is the president and owner of Pratt Abbott, based in Westbrook. Pratt Abbott is the largest dry cleaning and laundry company in Maine, offering 12 retail stores and route delivery. Pratt Abbott Uniform & Linen provides uniform and linen rental programs for area businesses. Altogether, David employs 150 Mainers, inspiring loyalty and dedication in his staff. Many of Pratt Abbott's employees have been with the company for 25 years or more. David holds a BA in business administration from the University of Vermont.
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Remote access is available to dial in. You must have hi-speed Internet access and a camera on your computer to connect and dial-in to the forum remotely. If you are dialing in to the workshop you must pre-register so we can send you the remote instructions.
Thank you to our Sponsors: