"I attend a fair amount of networking events.  This Women in Family Business was one of the best I've ever been to! I'm a big fan of the speaker, Susan Dench anyway, but wanted you to know I loved the energy and what we learned!"
- Kimberley C. Kalicky, Assistant Vice President - Operations, R.M. Davis, Inc.


Calendar


Upcoming events

    • July 28, 2020
    • (EDT)
    • September 29, 2020
    • (EDT)
    • 8 sessions
    • Nonesuch River Golf Club –304 Gorham Road, Scarborough, ME 04074
    • 1
    Register

    Women in Family Business
    Wine & Nine Golf Series:
     


    Join us for 7 sessions starting July 28..
    with the final session as a Scramble and BBQ with men!


    WHERE: Nonesuch River Golf Club, 304 Gorham Road, Scarborough, ME  04074

    Includes golf clubs, carts, lessons, a drink, Scramble with BBQ and more! Please note wine & nine registration INCLUDES the Scramble so you won't have to register for that too!

    This customized series for the IFOB includes six (6) Tuesday sessions of instruction from 5:00 - 7:00 p.m.,  golf, greens fees & cart fees, and complimentary beverage (wine or beer-credit) after golf. The final session will be a Golf Scramble with Men including a chicken and hamburger BBQ on Tuesday, September 29 from 2:00 p.m. - 7:00 p.m.!

    This year we are adding in an additional round!

    The dates: Tuesday July 28, August 4 (postponed due to rain), 11, 18, 25 , September 1 & 8 (rain day make-up) and Scramble with Men and last class September 29!

    We'll be led by Nonesuch PGA professional Matt Gaynor, along with instructors Owen Kimmel, John Welch and Daniel Mickiewicz.  


    Did you know, the PGA of America comprises 27,000 men and women professionals with one singular goal in mind - to make the game of golf more enjoyable for you?


    We’ll break into small groups based on your ability from beginner to expert and work on techniques to hone your skill at whatever level.  If you have clubs, please bring them, if not, we will have plenty to choose from.  Afterwards there will be plenty of time for networking and refreshments.

    The goal of this program is to offer instruction, golf and understanding of the game in a fun and social environment.  One-on-one instruction will be available on the golf course and we will work within the coronavirus social distancing guidelines. 

    The 203-acre facility in Southern Maine features a meticulously maintained 18-hole public championship golf course, a modern 2,500 square-foot clubhouse, a full-size practice range and two putting greens, as well as a golf academy with professional PGA Instruction.  Their staff is experienced, friendly, and professional.

    The club’s namesake, The Nonesuch River, runs directly through the golf course property, creating “wetland areas” which support a variety of plant and animal species. During the design and construction process, they were careful to maintain valuable wildlife habitat important to local moose, wild turkey, fox and deer populations. They worked closely with state and local officials to limit our environmental impact on the beautiful forest and river area. Their maintenance philosophy is to continue to provide an ongoing, thriving wildlife habitat throughout the wetlands and forested areas. Nonesuch is unique in that there is no development on the golf course except for the clubhouse and golf-related amenities. It is truly a golf course situated in its natural environment.

    COST:   IFOB Members = $265.00
    Future Members = $295.00

    Sponsored by:


    FMI: contact Catherine Wygant Fossett at 207-798-2667, catherine@fambusiness.org         

    • September 21, 2020
    • 5:00 PM - 7:00 PM (EDT)
    • The Cumberland Club, 116 High Street, Portland
    Register

    Leaders in Transition
    "Passing the Baton: Letting Go and Preparing Yourself, Your Family, and Your Business for the Next Chapter."

    This roundtable-style program is for owners of family-businesses who are in various stages of transition.

    Peer leaders will share from their own experience, both what has worked and what they have found challenging. Individuals will have the opportunity to discuss concerns and learn from each other.

    Topic: "Changing priorities during the time of Covid-19"
    We thought we’d dig deeper and cover questions like:

    • What would you rather be doing with your time?
    • What are you doing that you wish you weren't doing?
    • What are you actually enjoying doing? (perhaps going as far as calling it a silver lining...)
    • What have you gained a clearer perspective on?
    • What have you noticed that has grown in importance to you personally?
    • Have you noticed your and/or your family's priorities changing in any way?
    • What are you missing that you didn't realize you were missing?
    • What kinds of internal change have you noticed within you?

    Sharon Dorsett from Dorsett Organizational Dynamics will facilitate the session and contribute her thoughts as she has worked with many family-owned businesses.

    Cost: $50 This fee includes confidential guided coaching and outdoor, socially distanced program.

    Sponsored by:


    Registration is required in advance.  

    • September 29, 2020
    • 2:00 PM - 7:00 PM (EDT)
    • Nonesuch River Golf Club –304 Gorham Road, Scarborough, ME 04074
    • 0
    Join waitlist


    Women in Family Business
    Wine & Nine Golf Scramble with Men!


    Where:  Nonesuch River Golf Club - 304 Gorham Road, Scarborough, ME  04074

    When:  Tuesday, September 29 at 2:00 p.m. Start to play until 7:00 p.m. Nine Holes and Box Lunch (Option: Turkey or Ham - No Vegan or Gluten Free).  We will have adult beverages available for purchase.  Only Nonesuch River Golf Club food and beverages are allowed.  No outside refreshments allowed.

    We are inviting men to participate in a golf Scramble that will mark the last session of the Wine & Nine Golf Series! We have a socially distanced limit of 100.  We will use the whole course.  Click here for COVID-19 course guidelines.

    As this is technically part of the Wine & Nine Golf Series, there will be no additional cost for Wine & Nine Participants to play in the Golf Scramble with Men. If you did not participate in the Wine & Nine Golf Series, but would still like to play in the Golf Scramble with Men, the following fees apply:

    • Member(s) – A $55 fee that includes nine holes of golf, golf cart use, and Box Lunch
    • Future Member(s) – A $75 fee that includes nine holes of golf, golf cart use, and Box Lunch
    • Hole Sponsorship - A $400 fee that includes a team of four, signage and marketing!

    The nine-hole golf scramble, sponsored by Baker Newman Noyes, will take place from 2:00 p.m. to 7:00 p.m. at Nonesuch River Golf Club.

    Our Box Lunches are sponsored by Old Port Advisors, Gorham Savings Bank, Masthead Maine  and Mainebiz.

    We will have a cash bar. There will also be a chance to win a fun prize for the Putting Contest one for males and one for females and bragging rights on other results.  We cannot gather to celebrate under a tent like last year.  We will have fun and socialize as we can.

    For more information, contact Catherine Wygant Fossett at 207-798-2667 or catherine@fambusiness.org.

    Event Sponsored by:




    Hole Sponsors:




    • October 01, 2020
    • 8:30 AM - 10:00 AM (EDT)
    • Free Zoom Webinar
    Register


    Family Business Forum: "Learn from the Best:  Challenges and Successes of the 5 G's (Generations)"

    FREE Zoom Webinar! - Link will be given closer to event.

    Join the Institute for Family-Owned Business for our Family Business Forum created to help family businesses navigate through successful succession planning and the ups and downs of the economy.

    Family-owned businesses make up over eighty percent of Maine’s businesses.  In any five-year period nearly 40% of family businesses will pass the baton to the next generation and, when that occurs, statistics are alarming: only 30% survive to the second generation, 13% to the third generation, and 3% to the fourth. 

    We’ve gathered a panel of experts who have successfully navigated this transition of the “5Gs” - family businesses that have beaten the odds and successfully passed the business to the third generation and beyond. Not all companies used a common recipe for their success. They all took different paths to become who they are today.  Sometimes the best way to keep the family business, was to pass the baton to a non-family member.  We’ll hear from both family and non family members on their thoughts on succession, leadership and how they plan to manage well into the future.

    Panelists:

    Lindsay Skilling - CEO, Gifford’s Ice Cream - 5th generation
    Lindsay Skilling is a fifth-generation ice cream maker and CEO of Gifford’s Famous Ice Cream. With a staff of 45 year-round employees and sales of 2.2 million gallons of ice cream a year, Lindsay’s role includes oversight of operations, staff, five seasonal ice cream stands, and a thriving ice cream factory, which produces more than 100 flavors and distributes to hundreds of large and small retail locations from Maine to South Carolina. Lindsay received a business degree from Bryant University. She is the board chair of the IFOB and serves on the board for Educate Maine. In her spare time, she enjoys biking, hiking and snowmobiling with her husband and two young children.

    Greg Sweetser, President of Sweetser’s Apple Barrel and Orchards - 5th generation
    Greg Sweetser is the 5th generation owner of Sweetser’s Apple Barrel and Orchards, in Cumberland Center ME.  From childhood, Greg was immersed in orchard operations and the retail sales these skills led Greg into a career off the farm managing Saddleback Ski Area and then as director the Ski Maine Association which brought him back to the farm. 

    The transition of the farm ownership from his parents, Dick and Connie took place over a 15 year period. Greg just retired from Ski Maine and devotes his full attention to the family business. 

     Tony Shurman – President and CEO, Jasper Wyman & Son - 4th generation
    Tony Shurman is President & CEO of Jasper Wyman & Son (“Wyman’s”), one of the largest brands in the retail frozen fruit category in the U.S., with its most notable product being wild blueberries.  Founded in 1874, Wyman’s is a family-owned business headquartered in Down East Maine with an ongoing commitment to environmental stewardship, corporate social responsibility and innovation. In addition to its branded offerings, the company sells into the food service channel and as an ingredient for use in other foods such as muffins, jams, and yogurts globally.

    Prior to joining Wyman’s in 2017, Tony ran the Post Foods cereal business which includes brands such as Honey Bunches of Oats, Grape Nuts, Pebbles, and Post Shredded Wheat.  Earlier in his career he worked in brand management roles in the gum and mints category as well as in consumer healthcare.  He has experience working across geographies including Japan, Europe, and the U.S. Tony lives with his wife, two sons, and two dogs in Yarmouth, Maine. 

    Jo-An Lantz – CEO, Geiger - 5th generation
    Jo-an Lantz, MAS President/CEO of Geiger. She was named Advertising Specialty Institute (ASI) 2020 Person of the Year, a member of the Promotional Products Association International (PPAI) Hall of Fame, and former Chair of the Board.  She was ranked #5 in 2019 ASI Power 50 most influential people in the promotional products industry.




    Paul Wainman - President & CFO,
     Hancock Lumber - 7th generation
    Paul is President and CFO of Hancock Lumber a seventh-generation, family-owned business whose mission is to create a workplace environment that enhances the lives of the people who work at the organization. Established in 1848, Hancock Lumber manages over 12,000 of their own timberlands, operates three eastern white pine sawmills, truss and wall panel manufacturing facilities, and a network of lumberyards and kitchen design showrooms across Maine and New Hampshire.

    Paul joined Hancock Lumber in February 2016 as CFO and became President and CFO on January 1st, 2020.  Born and raised in the UK, Paul started his career with the accounting firm KPMG.  After qualifying as a Chartered Accountant in England he began a career in the printing and greeting card industry that brought him the US in 1995—and, ultimately, to Maine in 2005 as President of William Arthur, a Kennebunk-based, fine stationery subsidiary of Hallmark Cards.  Paul has served on the boards of both the United Way of York County and the Education Foundation of the Kennebunk’s and Arundel, and is currently a member of the Board and Audit Chair of ImmuCell, a small cap animal health public company in Portland, Maine.  Paul lives with his wife Helen and their two children, Oliver and Annabelle, in Kennebunkport, Maine.

    Moderator: Steve Tenney, Founding Partner & CEO, Great Diamond Partners
    As CEO and Founding Partner of Great Diamond Partners, Steven Tenney strategically leads the firm, supports all of its members and directs the investment strategy. He believes the gold standard of wealth management is found at the intersection of empathy and technology, and helps the firm evolve to that level, to meet the needs of today’s clients and those of the next generation. Previously, Steve worked at UBS Financial Services for 26 years, most recently as Senior Vice President and Senior Portfolio Manager. In 1997, Steve merged his wealth management practice with his father’s. This first-hand experience in a family business gives Steve empathy for the families he consults with as they face financial and emotional challenges.  Outside of work he spends time volunteering and competing in numerous sports including sailing, swimming, trail running and rowing.

    Attendees will have the chance to share their experiences and ask questions of the panel.       
    For more information contact: catherine@fambusiness.org 

    The Zoom link will be sent a few days before the event on October 1st. This will be a live Zoom webinar that will be recorded and sent out after, along with a survey.

    Thank you to our Sponsors:



    Panel Sponsors:





    • October 13, 2020
    • 3:00 PM - 5:00 PM (EDT)
    • Undisclosed

    Next Generation Peer Advisory Group - Executive II

    The topic for this meeting is: TBD

    NEXT GENERATION:  Executive - Next Generation members who are working at the top management levels within their company i.e. Vice President, President, CEO, CFO levels.

    What are Peer Advisory Groups?

    Peer advisory groups are small, confidential discussion groups of about 8-10 members that meet regularly and are facilitated by Quad Group.  The group allows individuals to share experiences and learn from each other in a safe and open environment.  These groups are for those actively working in a family business or who are interested in joining the family business, are IFOB members and in non-competing businesses.  Ideally, only one member of a family will be in each peer group.

    Members self-direct their topics exploring family business subjects of mutual interest, provide accountability and feedback, define issues of importance for each member, and discuss what to do (and not to do) in day-to-day interactions among family, owners, employees, and board members in order to make family leadership a competitive advantage.

    Relevant topics developed by the groups might be around relationships and negotiation with siblings and/or cousins and parents, facing obstacles such as gaining respect of company employees, and deciding what career path is a good match for their skills.  Other topics could include long term goals and weighing the pluses and minuses of working in the family business.  All discussions are held in the strictest confidence and a confidentially agreement is signed at the start of each year.

    Cost to participate is $375 per person.  The group will meet six times a year and have one open program for all IFOB members. 

    Here's what the Next Gener's have to say about these groups:

    “At each meeting I walk away with at least one idea/concept to try!” 

    “This group and the structure have helped me get more comfortable expressing my opinions, thoughts and ideas in the workplace with confidence” 

    Sponsored by:


    Registration is required in advance.  Please register by calling Catherine Wygant Fossett at 207-798-2667
    or email catherine@fambusiness.org.

     ******************************************

    • October 14, 2020
    • 3:00 PM - 5:00 PM (EDT)
    • Undisclosed

    Next Generation Peer Advisory Group - Senior

    The topic for this meeting is: TBD

    NEXT GENERATION:  Senior - This group is made up of Next Generation members who are working at the mid-management responsibility level in their company i.e. department managers / area managers.

    What are Peer Advisory Groups?

    Peer advisory groups are small, confidential discussion groups of about 8-10 members that meet regularly and are facilitated by Priscilla Hanson Mahoney of Blazing Trails Coaching . The group allows individuals to share experiences and learn from each other in a safe and open environment.  These groups are for those actively working in a family business or who are interested in joining the family business, are IFOB members and in non-competing businesses.  Ideally, only one member of a family will be in each peer group.

    Members self-direct their topics exploring family business subjects of mutual interest, provide accountability and feedback, define issues of importance for each member, and discuss what to do (and not to do) in day-to-day interactions among family, owners, employees, and board members in order to make family leadership a competitive advantage.

    Relevant topics developed by the groups might be around relationships and negotiation with siblings and/or cousins and parents, facing obstacles such as gaining respect of company employees, and deciding what career path is a good match for their skills.  Other topics could include long term goals and weighing the pluses and minuses of working in the family business.  All discussions are held in the strictest confidence and a confidentially agreement is signed at the start of each year.

    Cost to participate is $375 per person.  The group will meet six times a year and have one open program for all IFOB members. 

    Here's what the Next Gener's have to say about these groups:

    “At each meeting I walk away with at least one idea/concept to try!” 

    “This group and the structure have helped me get more comfortable expressing my opinions, thoughts and ideas in the workplace with confidence” 

    Sponsored by:


    Registration is required in advance.  Please register by calling Catherine Wygant Fossett at 207-798-2667
    or email catherine@fambusiness.org.

     ******************************************

    • October 22, 2020
    • 3:00 PM - 5:00 PM (EDT)
    • Undisclosed

    Next Generation Peer Advisory Group - Executive I

    The topic for this meeting is: TBD

    NEXT GENERATION:  Executive - Next Generation members who are working at the top management levels within their company i.e. Vice President, President, CEO, CFO levels.

    What are Peer Advisory Groups?

    Peer advisory groups are small, confidential discussion groups of about 8-10 members that meet regularly and are facilitated by Quad Group. The group allows individuals to share experiences and learn from each other in a safe and open environment.  These groups are for those actively working in a family business or who are interested in joining the family business, are IFOB members and in non-competing businesses.  Ideally, only one member of a family will be in each peer group.

    Members self-direct their topics exploring family business subjects of mutual interest, provide accountability and feedback, define issues of importance for each member, and discuss what to do (and not to do) in day-to-day interactions among family, owners, employees, and board members in order to make family leadership a competitive advantage.

    Relevant topics developed by the groups might be around relationships and negotiation with siblings and/or cousins and parents, facing obstacles such as gaining respect of company employees, and deciding what career path is a good match for their skills.  Other topics could include long term goals and weighing the pluses and minuses of working in the family business.  All discussions are held in the strictest confidence and a confidentially agreement is signed at the start of each year.

    Cost to participate is $375 per person.  The group will meet six times a year and have one open program for all IFOB members. 

    Here's what the Next Gener's have to say about these groups:

    “At each meeting I walk away with at least one idea/concept to try!” 

    “This group and the structure have helped me get more comfortable expressing my opinions, thoughts and ideas in the workplace with confidence” 

    Sponsored by:


    Registration is required in advance.  Please register by calling Catherine Wygant Fossett at 207-798-2667
    or email catherine@fambusiness.org.

     ******************************************

    • October 27, 2020
    • 4:00 PM - 6:00 PM (EDT)
    • CycleBar 82 Hanover St Suite 12, Portland, ME 04101
    “The woman who follows the crowd will usually go no further than the crowd.  The woman who walks alone is likely to find herself in places no one has ever been before.” Albert Einstein

    Our goal for this forum is to have women who lead family businesses to have a chance to meet four times a year to be filled with inspiration, encouragement and friendship…oh, and of course a great meal.

    Understanding that we are all very busy women and our time is precious, we work to provide a program that is valuable for you as a leader and also as a woman.  We hope to offer not only solid information that will help give you an edge in the workplace, but also be a safe place to share and inspire other women.

    This Forum is for women in top leadership roles within their family business who are members and is not open to Associate Partners.

    This is a social event at CycleBar in Portland, Maine. The below offer is open to all IFOB members!


     Registration is required. To register, contact Catherine Wygant Fossett at  207-798-2667 or catherine@fambusiness.org.

    Sponsored by:




    • October 29, 2020
    • 8:30 AM - 10:00 AM (EDT)
    • Online Zoom Webinar
    Register

    "Succession Planning"

    8:30 a.m. - 10:00 a.m. - Online Program   (more details to come)

    During  the presentation participants will explore a few of the key steps in their succession plan, work on some of the details, and have a framework to continue working on the plan afterwards. Jim Lyon of Summit 9 Consulting will showcase the work he’s done with Deirdre Wadsworth, president of Hardypond Construction and how his method can help participants start on at least three major considerations for their succession planning: personal readiness, valuations and financial considerations, and succession readiness and development. 

    Our panelists include the following:


    Jim Lyon - President, Summit 9 Consulting
    Jim Lyon is a seasoned executive with startup through Fortune 500 experience in marketing, sales, finance, IT management, and strategic planning.    Since 2006 he has been helping Maine businesses achieve record revenues and manage all the challenges of growth and succession.   He helps clients in many industries including retail, manufacturing, services, healthcare, construction, and more.  His clients achieve their definition of success by learning to overcome obstacles and to apply better business practices.  Jim has an MBA from the University of Chicago and a BA in Economics from Grinnell College.  

    Deirdre Wadsworth - President, Hardypond Construction
    Deirdre began learning the construction trade in third grade when her father, founded Hardypond Construction. In 2006, after graduating with a BA in Economics from the University of Denver and completing a year as an AmeriCorps VISTA, Deirdre began working at Hardypond full-time. Deirdre took over as President in 2015. In addition, Deirdre has an MBA with a focus on Sustainability from Green Mountain College and is a LEED Accredited Professional. In her spare time, Deirdre volunteers on boards for several nonprofit organizations, is an avid skier and triathlete, and enjoys spending time with her family.

    Bob Gaudreau - Vice President & Project Manager, Hardypond Construction
    Since 1990, Bob Gaudreau has watched his company grow from a startup to a major competitor in Maine’s construction industry. Bob’s love of renovation work was the fuel that sustained Hardypond Construction throughout its initial development. For years, Bob led on projects that presented unique construction problems that had to be solved with out-of-the-box thinking. 

    In addition to being the founder, co-owner, and Vice President of Hardypond Construction, Bob can be seen drawing up estimates, working in the field as a Project Manager, and doing anything in between –– he’ll jump in wherever help is needed. 

    Outside of Hardypond, Bob has served on numerous committees and boards, including the Portland Zoning Board. He and his wife live on the Maine coast and take frequent trips to their vacation home in the Virgin Islands. Bob is an avid gardener and enjoys being active outdoors with his dog Oliver.


    For more information contact: catherine@fambusiness.org 

    The Zoom link will be sent a few days before the event on October 29. This will be a live Zoom webinar that will be recorded and sent out after, along with a survey.


    Thank you to our Sponsors:


    Thank you to our Panel Sponsors:



                     

    • November 10, 2020
    • 8:30 AM - 10:00 AM (EST)
    • Undisclosed
    “The woman who follows the crowd will usually go no further than the crowd.  The woman who walks alone is likely to find herself in places no one has ever been before.” Albert Einstein

    Our goal for this forum is to have women who lead family businesses to have a chance to meet four times a year to be filled with inspiration, encouragement and friendship…oh, and of course a great meal.

    Understanding that we are all very busy women and our time is precious, we work to provide a program that is valuable for you as a leader and also as a woman.  We hope to offer not only solid information that will help give you an edge in the workplace, but also be a safe place to share and inspire other women.

    This Forum is for women in top leadership roles within their family business who are members and is not open to Associate Partners.

    Cost:  $35 for the breakfast and discussion. Registration is required. To register, contact Catherine Wygant Fossett at  207-798-2667 or catherine@fambusiness.org.

    Sponsored by:




    • November 17, 2020
    • 5:00 PM - 8:00 PM (EST)
    • Undisclosed

    Business round table discussion with fellow CEO's. 

    Topic to be discussed:  Covid-19, reopening and the look towards 2021.

    This Forum is for CEO family business members and not open to Associate Partners.

    Cost: $65 per session or $300 for the season pass that includes all five meetings. 

    Registration is required. Contact Catherine Wygant Fossett for details at  207-798-2667 or catherine@fambusiness.org.

    Sponsored by:


    • December 09, 2020
    • 5:00 PM - 7:00 PM (EST)
    • The Woodlands Club, 39 Woods Road, Falmouth, Maine 04105-1153
    Register

      It's that time of the year...


    The Institute for family-owned business Invites you to mingle and jingle!





    The IFOB and our family-business members have had quite a fabulous year, so come celebrate Wednesday, December 11th from 5:00 p.m. - 7:00 p.m. at The Woodlands Club in Falmouth!


    Reservations are required!

    Please join the Board of Directors, Advisory Board, and Catherine Wygant Fossett, the Executive Director, for an evening of appreciation for your support and commitment to the Institute for Family-Owned Business.


    Warm up with delicious hors d’oeuvres, beverages, and a cash bar. Ring out the 2019 IFOB year with our amazing community of family businesses. We hope to see you there! Bring your spouse or a guest!


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


    Sponsored by our Founding Sponsors:


      

     






    • June 02, 2021
    • 5:00 PM - 9:00 PM (EDT)
    • Holiday Inn by the Bay, 88 Spring Street, Portland, ME 04101
    Register


    *** Note: The awards have been postponed from Monday, September 21, 2020 to Wednesday, June 2, 2021***

    Join the Institute for Family-Owned Business (IFOB) for the 2021 Maine Family Business Awards. Hosted by Erin Ovalle, founder of Maine Life Media. Now in its 21st year of recognizing family businesses with the awards, we present them in partnership with MEMIC.

    Since its inception, 97 businesses have been recognized for various categories of excellence. 

    One comment, may best capture the essence of the awards, and in many ways describes the Institute: “While applying for the awards, we discovered a lot about ourselves…and that alone made the effort worthwhile.”

    The gala attracts family businesses large and small with an audience of over 500. The Maine Family Business Awards is a celebration that pays more than just recognition; it serves as a vehicle for networking and opening up all shades of possibilities for families seeking to grow their business.

    Our 2021 Guest Speaker
    Fred Forsley, founder, Shipyard Brewing Co. 
    Fred Forsley is a lifelong entrepreneur and the founder and CEO of Shipyard Brewing Company, a national craft beer pioneer.  He has started and been involved in many businesses, including real estate development, recycling, health care, hotels, direct response marketing and food and beverage companies. Shipyard and many of Fred’s other companies are family-owned businesses.



    Our NEW 2021 Host!

    Erin Ovalle, founder, Maine Life Media

    Erin Ovalle is the founder of Maine Life Media and creator of MaineLifeThis is Maine on NESN, Places and Spaces, Cheers from Maine and Dock & Dine TV Shows. Erin began her entrepreneurial journey after being a news broadcaster for 11 years covering communities in Illinois, Michigan, Florida and now Maine. Erin saw an opportunity to create a positive outlet during a time of turmoil in the traditional media. She seeks to uncover and promote the many hard-working people and special places in the state she is now proud to call home.


    The awards celebrate the accomplishments of small and large businesses that exemplify the following criteria:

    · Business success
    · Positive business and family linkages
    · Contributions to the community and industry
    · Family participation
    · Work environment
    · Communication
    · Innovative business practices or strategies

    Awards are presented in seven categories:

    · Renys Large Business Award (25 or more employees)
    · Chalmers Insurance Group Customer Service Award
    · Holiday Inn By The Bay First Generation Award
    · People’s United Bank Innovation & Technology Award
    · Shep Lee Community Service Award
    · Maddy Corson Small Business Award (fewer than 25 employees)
    · Cumberland Crossing by OceanView Environmental Leadership Award

    We will also award an active community member with the BerryDunn Lifetime Achievement Award. The recipient is voted on by the IFOB board, announced prior to the awards night and celebrated at the gala

    For tickets click on the "Register" button to the top left  or contact the Institute office at 207.798.2667.

    *We do not issue printed tickets. Please check in at the registration desk upon arrival to receive your name tag(s).

    Attendees will receive a discounted rate for a single or double room at the Holiday Inn By The Bay.  To receive that rate, you should mention that you are attending the IFOB event.


Past events

August 25, 2020 Women's Leadership Forum - Virtual Meeting
August 20, 2020 Next Generation Peer Advisory Group - Executive I Social
August 11, 2020 CEO Central Affinity Group
July 22, 2020 Next Generation Peer Advisory Group - Senior
July 21, 2020 Next Generation Peer Advisory Group - Executive II
June 30, 2020 Women's Leadership Forum- Virtual Breakfast
June 17, 2020 The New Normal: Steps to Reopen Business Post COVID-19
June 04, 2020 Resiliency – Challenges Across Generations
June 04, 2020 Family Business: Trends, Surveys, and Current Realities
May 26, 2020 CEO Central Affinity Group
May 26, 2020 Next Generation Peer Advisory Group - Executive II
May 21, 2020 Next Generation Peer Advisory Group - Executive I
May 20, 2020 Next Generation Peer Advisory Group - Senior
May 06, 2020 How To's for Family Business: Managing with COVID-19: Health, Banking, Legal & HR
May 04, 2020 Leaders in Transition (remote)
April 30, 2020 Next Generation Peer Advisory Group - Executive I (remote)
April 28, 2020 Next Generation Peer Advisory Group - Executive II (remote)
April 21, 2020 Women's Leadership Forum (remote)
April 16, 2020 How To's for Family Business: COVID-19 Challenges: Legal, Communications & HR
April 08, 2020 Next Generation Peer Advisory Group - Senior (remote)
April 06, 2020 Family Business Spotlight: Business After Hours - Warren's Office Supplies (postponed)
April 02, 2020 Next Generation Peer Advisory Group - Executive I (remote)
March 24, 2020 CEO Central Affinity Group (remote)
March 11, 2020 Next Generation Peer Advisory Group - Senior
March 10, 2020 Next Generation Peer Advisory Group - Executive II
March 05, 2020 How To's for Family Business: Part 1 of 3 - How Do I Know If I Need an Outside Board?
March 02, 2020 Leaders in Transition
February 18, 2020 CEO Central Affinity Group
January 28, 2020 Women's Leadership Forum
December 11, 2019 Holiday Party
November 19, 2019 SPARK! Transformational Growth Contest
November 12, 2019 CEO Central Affinity Group I & II
November 07, 2019 Next Generation Peer Advisory Groups Cliche Soiree
October 10, 2019 Next Generation Peer Advisory Group - Executive I
October 09, 2019 Next Generation Peer Advisory Group - Executive II
October 08, 2019 Women's Leadership Forum
October 03, 2019 Next Generation Peer Advisory Group - Senior
October 01, 2019 CEO Central Affinity Group I & II
September 26, 2019 Maine Women Magazine MWM Panel- Secrets to Success at Different Stages in Your Career
September 23, 2019 Family Business Spotlight: Business After Hours - Mowfield Farm
September 17, 2019 Women's Leadership Forum- Evening Social
September 16, 2019 Leaders in Transition
September 03, 2019 Women in Family Business Golf Scramble with Men!
August 06, 2019 Women's Leadership Forum
August 01, 2019 Next Generation Peer Advisory Group - Executive I Social
July 31, 2019 Next Generation Peer Advisory Group - Executive II Social
July 30, 2019 Women in Family Business Wine & Nine Golf Series
July 25, 2019 Next Generation Peer Advisory Group - Senior Social
July 23, 2019 CEO Central Affinity Group I & II
June 20, 2019 How To's for Family Business: Part 3 of 3 - Succession Planning
June 05, 2019 2019 Maine Family Business Awards
May 29, 2019 Next Generation Peer Advisory Group - Executive II
May 21, 2019 CEO Central Affinity Group II
May 20, 2019 Family Business Spotlight: Business After Hours - Pemberton & Associates
May 16, 2019 Next Generation Peer Advisory Group - Senior
May 09, 2019 Next Generation Peer Advisory Group - Executive I
May 07, 2019 Leaders in Transition
April 25, 2019 Women in Family Business - Situational Awareness and Travel Safety Class
April 03, 2019 How To's for Family Business: Part 2 of 3 - Recruit, Retain & Engage Employees
April 02, 2019 Women's Leadership Forum
March 28, 2019 Next Generation Peer Advisory Group - Senior
March 21, 2019 Next Generation Peer Advisory Group - Executive II
March 19, 2019 CEO Central Affinity Group II
March 19, 2019 How To's for Family Business: Part 1 of 3 - Crisis Communication- The Wolak Group Dunkin Case Study
March 05, 2019 Women's Leadership Forum- Evening Social
February 26, 2019 CEO Central Affinity Group I
February 05, 2019 Next Generation Peer Advisory Group - Executive I
February 05, 2019 Women's Leadership Forum
January 31, 2019 Internship Roundtable Networking Discussion
January 24, 2019 Next Generation Peer Advisory Group - Senior
January 17, 2019 Next Generation Peer Advisory Group - Executive II
December 12, 2018 Holiday Party
December 05, 2018 Next Generation Peer Advisory Groups Holiday Social
November 27, 2018 CEO Central Affinity Group I
October 30, 2018 SPARK! Transformational Growth Contest
October 25, 2018 Next Generation Peer Advisory Group - Executive I
October 15, 2018 Family Business Spotlight: Business After Hours - Sweetser's Apple Barrel and Orchards
October 11, 2018 Next Generation Peer Advisory Group - Senior
October 03, 2018 Next Generation Peer Advisory Group - Executive II
October 02, 2018 CEO Central Affinity Group I
October 02, 2018 Women's Leadership Forum
September 18, 2018 Women's Leadership Forum - Visibility
September 13, 2018 The Art of Navigating Family Succession Planning
September 04, 2018 Women in Family Business Golf Scramble with Men!
July 31, 2018 Women's Leadership Forum
July 26, 2018 All Next Generation Peer Advisory Groups
July 24, 2018 CEO Central Affinity Group I
July 24, 2018 Women in Family Business Wine & Nine Golf Series
June 07, 2018 Women in Family Business - Find Your Focus: Master the Skill of Avoiding Distractions
May 31, 2018 Leaders in Transition
May 31, 2018 Next Generation Peer Advisory Group - Executive I
May 30, 2018 Next Generation Peer Advisory Group - Executive II
May 23, 2018 Next Generation Peer Advisory Group - Senior
May 15, 2018 2018 Maine Family Business Awards
May 03, 2018 Women in Family Business - Situational Awareness Safety Class
April 26, 2018 How To's for Family Business: Part 3 of 3 - Financials
April 24, 2018 CEO Central Affinity Group I
April 09, 2018 Family Business Spotlight: Business After Hours - Rising Tide Brewing Co.
April 03, 2018 Women's Leadership Forum
March 29, 2018 Next Generation Peer Advisory Group - Senior
March 28, 2018 Next Generation Peer Advisory Group - Executive II
March 27, 2018 Next Generation Peer Advisory Group - Executive I
March 21, 2018 How To's for Family Business: Part 2 of 3 - HR 411
March 06, 2018 Women's Leadership Forum
March 01, 2018 How To's for Family Business: Part 1 of 3 - Internships
February 28, 2018 Next Generation Peer Advisory Group - Executive II
February 27, 2018 CEO Central Affinity Group I
February 22, 2018 Next Generation Peer Advisory Group - Executive I
February 08, 2018 Next Generation Peer Advisory Group - Senior
February 06, 2018 Women's Leadership Forum
December 13, 2017 Holiday Party
December 04, 2017 Next Generation Peer Advisory Groups Holiday Social
November 28, 2017 CEO Central Affinity Group
November 09, 2017 Women's Leadership Forum
November 02, 2017 Women in Family Business - Maine Women Magazine Panel
October 25, 2017 A-R-T of Family Business - Part 3 of 3
October 12, 2017 Next Generation Peer Advisory Group - Executive
October 02, 2017 Family Business Spotlight: Business After Hours
September 28, 2017 "10 Leadership Practices that Positively Impact Employee Motivation and Profitablity"
September 26, 2017 CEO Central Affinity Group
September 19, 2017 Women in Family Business - Affinity Group for Women -Paint Nite
September 14, 2017 Women's Leadership Forum
September 07, 2017 Women in Family Business - Affinity Group Including Men!
August 23, 2017 A-R-T of Family Business - Part 2 of 3
July 20, 2017 Next Generation Peer Advisory Group - Executive
July 19, 2017 A-R-T of Family Business - Part 1 of 3
July 18, 2017 Women in Family Business Wine & Nine Golf Series
July 12, 2017 Next Generation Peer Advisory Group - Senior
May 25, 2017 Next Generation Peer Advisory Group - Executive
May 24, 2017 Next Generation Peer Advisory Group - Senior
May 17, 2017 2017 Maine Family Business Awards
April 27, 2017 HR for Family Business: Part 3 of 3
April 25, 2017 CEO Central Affinity Group
April 10, 2017 Family Business Spotlight: Business After Hours
April 05, 2017 Women's Leadership Forum
March 29, 2017 HR for Family Business: Part 2 of 3
March 22, 2017 HR for Family Business: Part 1 of 3
March 16, 2017 Women in Family Business - Affinity Group Including Men!
March 09, 2017 Next Generation Peer Advisory Group - Executive
March 08, 2017 Next Generation Peer Advisory Group - Senior
February 28, 2017 CEO Central Affinity Group
February 01, 2017 Next Generation Peer Advisory Group - Senior
January 26, 2017 Women's Leadership Forum
January 19, 2017 Next Generation Peer Advisory Group - Executive
December 14, 2016 Holiday Party
December 08, 2016 Next Generation Peer Advisory Group Holiday Social
November 29, 2016 CEO Central Affinity Group
November 16, 2016 Women's Leadership Forum
November 07, 2016 Family Business Spotlight: Business After Hours
November 02, 2016 Next Generation Peer Advisory Group 2
November 01, 2016 Next Generation Peer Advisory Group 1
October 26, 2016 Women's Leadership Forum
October 20, 2016 "From the sidelines, to the front line. Learning to lead."
October 04, 2016 Women in Family Business - Affinity Group
September 29, 2016 Succession Planning 103 - Part 3 of 3
September 27, 2016 CEO Central Affinity Group
September 14, 2016 Next Generation Peer Advisory Group 2
September 13, 2016 Next Generation Peer Advisory Group 1
August 24, 2016 Succession Planning 102 - Part 2 of 3
August 16, 2016 Women in Family Business Open Golf Clinic
August 02, 2016 CEO Central Affinity Group
July 20, 2016 Succession Planning 101 - Part 1 of 3
July 13, 2016 Next Generation Peer Advisory Group 2
July 12, 2016 Next Generation Peer Advisory Group 1
June 14, 2016 Women in Family Business Open Golf Clinic
June 07, 2016 2016 Maine Family Business Awards
May 19, 2016 Women in Family Business - Affinity Group
May 04, 2016 Next Generation Peer Advisory Group 2
May 03, 2016 Mentors & Protégés Social - Find your Thinking Partner
May 03, 2016 Next Generation Peer Advisory Group 1
April 26, 2016 CEO Central Affinity Group
April 11, 2016 Family Business Spotlight: Business After Hours
March 30, 2016 "HR for Family Business: Leadership Development for All Employees"
March 01, 2016 Next Generation Peer Advisory Group 2
March 01, 2016 Next Generation Peer Advisory Group 1
February 25, 2016 Women in Family Business - Affinity Group - Challenges & Tools for the 'Sandwich' Generation
February 23, 2016 CEO Central Affinity Group
February 11, 2016 "HR for Family Business Part 2: Legal Update, Performance Management and Proper Terminations"
January 26, 2016 Next Generation Peer Advisory Group 2
January 26, 2016 Next Generation Peer Advisory Group 1
December 09, 2015 Holiday Social
December 01, 2015 Challenges and successes in taking on the reins
November 19, 2015 Women in Family Business - Affinity Group - Stress Management & Mindfulness
November 17, 2015 CEO Central Affinity Group
November 09, 2015 Family Business Spotlight: Business After Hours
November 04, 2015 Next Generation Peer Advisory Group
October 28, 2015 Women's Leadership Forum
October 06, 2015 A casting call for mentors & protégés - Come join us!
September 23, 2015 HR for Family Business: a roadmap to success & hiring/retaining top talent
September 15, 2015 Next Generation Peer Advisory Group
September 02, 2015 Women in Family Business Golf Clinic
September 01, 2015 CEO Central Affinity Group
August 31, 2015 Family Business Spotlight: Business After Hours
August 13, 2015 4th Annual Summerfest Luau
July 22, 2015 Next Generation Peer Advisory Group
July 14, 2015 CEO Central Affinity Group
June 25, 2015 Women in Family Business Golf Clinic
June 22, 2015 Family Business Spotlight: Business After Hours
June 17, 2015 Family Business Forum
May 18, 2015 Maine Family Business Awards
April 30, 2015 Women in Family Business - Affinity Group - Closing the Credibility Gap
April 15, 2015 Women's Leadership Forum
April 09, 2015 CEO Central Affinity Group
March 30, 2015 Family Business Spotlight: Business After Hours
March 04, 2015 Next Generation Peer Advisory Group
January 29, 2015 Women in Family Business - Affinity Group
January 21, 2015 Women's Leadership Forum
January 14, 2015 Next Generation Peer Advisory Group
January 07, 2015 CEO Central Affinity Group
December 10, 2014 Holiday Social
December 03, 2014 Next Generation Peer Advisory Group
November 13, 2014 Women in Family Business - Affinity Group
November 03, 2014 CEO Central Affinity Group
September 17, 2014 CEO Central Affinity Group
September 17, 2014 Governance for the Family Business - Board of Directors and Family Councils---are they necessary?
September 04, 2014 Next Generation Affinity Group, "Round Table Discussion"
August 14, 2014 Family Business Summerfest!
August 12, 2014 Women in Family Business Golf Clinic
June 10, 2014 Women in Family Business Golf Clinic
May 19, 2014 Maine Family Business Awards
May 07, 2014 Next Generation Affinity Group, "For All Generations in Family Business"
April 30, 2014 Women in Family Business - Affinity Group
April 24, 2014 Next Generation Affinity Group, "For All Generations in Family Business"
April 16, 2014 CEO Central Affinity Group
March 28, 2014 FAMILY BUSINESS FORUM
February 27, 2014 Next Generation Affinity Group
January 22, 2014 Women in Family Business - Affinity Group
December 04, 2013 Holiday Social
October 24, 2013 Next Generation Affinity Group
October 03, 2013 Embracing Diversity in Business Today
September 26, 2013 Women in Family Business - Affinity Group
August 15, 2013 Family Business Summerfest!
August 12, 2013 CEO Central Affinity Group
August 05, 2013 Women in Family Business Golf Clinic
June 19, 2013 CEO Central Affinity Group
May 13, 2013 Maine Family Business Awards
April 11, 2013 Women in Family Business - Affinity Group
March 15, 2013 Embracing Diversity in Business Today
February 07, 2013 Next Generation Affinity Group
January 23, 2013 Women in Family Business - Affinity Group
December 06, 2012 Holiday Social
October 04, 2012 Key4Women & WIFB
September 20, 2012 Women in Family Business - Affinity Group
We have nearly 50 programs scheduled for 2020!  Our programming theme is "2020 What's Your Family Vision?"  With this in mind we have a number of educational programs to help sharpen your focus on your business!

We will also have our Affinity Groups, Family Business Spotlights, Socials and more!  Our 21st Maine Family Business Awards has been moved to June 2, 2021. 


Below is a diagram that spells out all our programs for 2020. Due to Covid-19 many have been moved to online web conferences or rescheduled for later in the year or next year.

Note:  Open "Green" programs include all family business members, associate partner members and “future” members (i.e. non-members).  At the Associate Partner level of membership, certain programs may be unavailable and open only to family business members (Examples: CEO Central, Women’s Leadership Forum, and Next Generation discussions.)  These programs are by reservation only with Catherine Wygant Fossett, the executive director.  

We will update the online calendar as we progress throughout the year. Come join us!


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