"This morning's conference was great! It was a wide range of participants on the panels and that was a great way to hear a wide view of options and ideas from the panelists! Kevin Hancock gets my vote for most open, honest and helpful answers to questions. He was outstanding and his thoughts today were very heartfelt and honest. Take away the layers of "facade" and discuss the truth of what it's like and how you face the issuers."
Board of DirectorsColleen McCracken, Planet Dog
Colleen McCracken has over 28 years of experience in finance, operations and senior leadership throughout her career with large multi-national companies including WR Grace and G.H. Bass. Prior to joining Planet Dog, a designer and retailer of premium dog products, as its CEO in 2013, Colleen was the CEO of Thos. Moser Cabinetmakers, Inc. Colleen is the Chair of the Board for the Institute for Family Owned Business (IFOB) and is involved in numerous leadership roles in support of the Institute’s efforts, including the Women’s Leadership Forum and judging for the Institute’s Family Business of the Year awards. Colleen holds a Bachelor of Science degree in Accounting from Bentley University and recently received an Executive MBA with High Honors distinction from Boston University.
John LeMieux, Anton/LeMieux Financial Group
John LeMieux, principal and cofounder of Anton LeMieux Financial Group, has more than 20 years' experience guiding clients through the complex world of financial planning and investing. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Investment Management Analyst™, and a Certified Divorce Financial Analyst™. John's experiences as an entrepreneur, a financial planner, and investment advisor, as well as a college basketball coach, have combined to give him insight into the needs of the individuals, families, family-owned businesses, and nonprofit organizations that he serves.
Francis J. O’Shea, BerryDunn
Treasurer, Founding Sponsor
Francis J. O'Shea, CPA/ABV, CVA is a tax principal with the accounting and business consulting firm of BerryDunn. Over his 35 year career, Frank has counseled many closely-held and family business clients on the technical and non-technical issues related to income and estate tax planning, as well as business succession and valuation. Formerly a Principal with Cloudhawk Management Consultants, LLC and a tax partner with Coopers & Lybrand, LLP, he brings a broad perspective to assisting his clients in successfully developing and implementing tax savings strategies and plans for the transition of their business enterprises. To learn more about Frank click here.
Stephen Barton, Barton and Associates LLC
Stephen has 30 years’ experience in a family business founded by his grandfather in 1950. As President of Barton’s Flowers in Westbrook he purchased Harmon’s Flowers of Portland, founded in the late 1800s, merging the two companies in 1985 to form Harmon’s and Barton’s which became a top100 FTD Florist. He also served on the advisory board of FTD national. After selling the company in 2007, he became a financial advisor, holding all FINRA required licenses as well as a Maine State insurance license. Currently he is the President and founder of Barton and Associates, a coaching and advisory firm with a focus on business leadership coaching. He is certified by the Gestalt International Study Center and is an honors graduate of the University of Southern Maine School of Business.
Justin Beauregard, Blue Point Financial
Justin joined Blue Point Financial, based in Scarborough, in 2009 after graduating with a degree in Business Administration from the University of Southern Maine. Blue Point Financial is family-run, second generation financial planning firm that advises business owners and professionals on how grow and protect their wealth. Justin lives in Falmouth with his wife Morgan, who also works in the business, son Graeme and dog Milly. To learn more about Justin click here.
Reuben Bell, Blue Elephant Events and Catering
Originally from Fryeburg, ME Reuben is co-founder and president of Blue Elephant Events and Catering. Reuben began his career in event management in the museum and publishing worlds in Philadelphia before returning to Maine to open Blue Elephant in 2007. He enjoys guiding his clients through the event planning process and helping create unique experiences for their guests. Reuben is a past chair of the Biddeford-Saco Chamber of Commerce. To learn more about Reuben click here.
David R. Ciullo, CMA Career Management Associates
David Ciullo directs a HR Services firm headquartered in Portland ME that does Search, Staffing, Executive Coaching, HR Outsourcing, HR Compliance, Compensation, Training and Outplacement. In November 2015 his company acquired Dale Carnegie Maine, the local franchise of Dale Carnegie Training. He is also the talk show host of the HR Power Hour (hrpowerhour.com), a national HR focused radio show and the elected President of Lincolnshire International and serves on its Board of Directors. He is a Member of SHRM, the Human Resources Association of Southern Maine, Seacoast Human Resources Association, and serves on the Board of Directors for the Northern New England Association of Personnel Services.
Mike Davis, IRC Industrial Roofing Companies
Mike Davis it the president/owner of Industrial Roofing Companies in Lewiston, and co-founded Solar Roof Systems in 2009. IRC has become Northern New England's leading commercial roofing services firm with around 100 employees. IRC won the Customer Service Award in 2012. Mike earned a chemical engineering degree from the University of Maine, an MBA from the New York Institute of Technology, and remains active with the UMaine Pulp & Paper Foundation. In spare time he likes to “chase my kids on the ski hills and try to catch a few fish on Casco Bay.”
Catherine T. Duranceau, MEMIC
Catherine Duranceau joined MEMIC in 2001, following her work as an underwriting consultant during MEMIC’s inception in the early 1990’s. Catherine’s leadership and guidance as the Vice President of Underwriting has helped the MEMIC Group achieve its growth and profitably goals. Prior to MEMIC, Catherine worked with Guard Insurance, Acadia Insurance and The Hanover Insurance Company. Catherine has continued her education through her Masters In Business Administration from the University of Southern New Hampshire and The Chartered Property and Casualty Underwriter insurance designation. She is a licensed agent and is a member of the Institute for Civic Leadership Rho Class.
Melinda began her career at Baker Newman Noyes in 2003. She is a Senior Manager in the firm’s Audit Division specializing in the manufacturing and distribution and employee benefit plans. Melinda is also involved with the firm’s internal training program. Melinda earned a Bachelor of Science degree in Accounting and a Bachelor of Science degree in Business Administration from Husson University. Melinda enjoys gardening, cooking and spending time with her family. She is married with two sons and one daughter.
Shauna Miller, TD Bank
Shauna Miller is a Commercial Lender at TD Bank in Portland, Maine. Shauna’s expertise in small business and commercial financing is in line with the Institute’s mission of serving our growing community. Shauna provides exceptional service with proven business development, while focusing on what her customer wants and needs. Shauna lives in South Portland with her husband and two boys.
Tony Payne, Clark Insurance
Tony, a native of Maine and graduate of Hobart College, is responsible for the agency’s business networking, civic engagement and communications planning. Prior to joining the agency in 2011, he served as Executive Director of the Alliance for Maine’s Future, a Regional Vice President at OneBeacon Insurance and Vice President of Underwriting & Marketing at MEMIC. He also was the president of Maine Media, Inc., an advertising, market research and public relations agency. Tony is the current Chair of the University of Southern Maine Board of Visitors. In addition, he has served as Vice Chair of the Maine Education Loan Authority as well as a two-term town councilor in Falmouth. He has been active in numerous civic and non-profit organizations over his 40+ years in the business community and was awarded the Maine Public Relations Council’s Edward L. Bernays Award for lifetime achievements in public relations.
Lindsay Skilling, Gifford’s Ice Cream
Lindsay Skilling is a fifth-generation ice cream maker and CEO of Gifford’s Famous Ice Cream. With a staff of 41 year-round employees and sales of 1.9 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 was born in 1983 in Waterville and received a business degree from Bryant University. She is a wife and mother of two young children.
Christopher R. Smith, Verrill Dana, LLP
Chris Smith is a partner in Verrill Dana, LLP’s Corporate Governance, M&A and Securities practice group in Portland. Chris serves as counsel to individuals and family-owned businesses, as well as other business and nonprofit clients, representing them in mergers and acquisitions, board governance, shareholder relations, and other compliance and transactional matters. A former chair of the Business Law Section of the Maine State Bar Association, Chris also has served on the boards of several area organizations, including Waynflete School, an independent day school in Portland. To learn more about Chris and his practice click here.
Peter P. Sowles, Morong Falmouth
Peter P. Sowles is Vice President and Pre-Owned Manager at Morong Falmouth Volkswagen, Mazda Porsche & Audi located in Falmouth. He is a second generation Owner Operator and works closely with his brother Bill (President) in the Company founded by their father Horace (Ken) Sowles in 1956. He is a graduate of Salisbury School in CT and received his BA in Business from Boston University. Peter lives in Cumberland with his wife Anne.
Steven Tenney, Family Wealth Management Partners, UBS
Running a family business is filled with rewards and challenges. Steve experienced this firsthand when he merged his wealth management practice with his father's in 1997. Combining respect for the core values passed down from his father with a recognition of the importance to proactively evolve, Steve works hard to solve problems and provide solutions for clients, ultimately making a meaningful difference in their lives. As a Certified Portfolio Manager and a Senior Portfolio Manager in our Portfolio Management Program, plus a veteran of the Firm since 1993, Steve is responsible for directing the team's investment strategy. Prior to joining UBS Financial Services Inc., he was a securities lending representative at State Street Bank and a research assistant at Morgan Stanley Asset Management in London. Steve graduated from Tufts University and currently lives in Yarmouth with his wife and two children. Outside of work he spends time volunteering and competing in numerous sports including sailing, rowing and triathlon. To learn more about Steve click here.
Dan Thornton is the Maine Market President of People’s United Bank. He joined the bank in 2011 as Senior Vice President, Senior Lender for southern and northern Maine. Dan brings nearly three decades of experience in commercial lending to Maine businesses and institutions. He is the past board president of Ronald McDonald House of Portland and recently served on the United Way Cabinet of Greater Portland. Currently, Dan is active with the IFOB board and is on the Executive Committee of the Maine Bankers Association. He earned his bachelor’s degree in resource economics from the University of Maine and his M.S. in business from Husson University. To learn more about Dan click here.
Kimberly Wolak-Garrett, The Wolak Group
Kimberly Wolak-Garrett is a second-generation Franchise Owner and the Chief Operating Officer at The Wolak Group, helping run an organization of almost 100 Dunkin’ Donuts locations, 2,000 employees and several commercial real estate developments in Maine, New Hampshire and New York. Kim has expertise in brand development, operations, marketing and sales in both the film and wine industries while residing in Boston, Los Angeles, Malibu and Napa, CA as well. In addition to her diverse career, she is an active member of the Dunkin' Brands Maine Advertising Committee, Vice Chair for the Dunkin' Brands Maine Franchise Owner District Advisory Council, member of the Dunkin' Brands People Systems Sub-Committee and member of the Dunkin' Brands Sustainability Task Force Committee as well as serving on the board of directors for the Maine State Society for the Protection of Animals (MSSPA).