"SBA Panel Showcasing Free Federal and State Resources for Family-Owned Businesses and IFOB Associate Partner / Member Services Showcase"
8:00 a.m. - 8:30 a.m. - Continental Breakfast & Registration
8:30 a.m. - 10:00 a.m. - Panel Program
10:00 a.m. - 12 noon - IFOB Associate Partner /
Member Services Showcase
As part of our overall programming theme for the year at the Institute for Family-Owned Business (IFOB): "Growing and Protecting Your Family Business", this panel and showcase is the final in our 3-part Educational Series called the A-R-T of Family Business. You can come to this event as a Current Member, Future Member for $25.00, or a Member with Exhibit Space (share an 8 foot space with one other member with a printed company sign).
This workshop is designed to facilitate increased success in family-owned businesses, by providing a thorough overview of resources that are available on the federal and state levels to assist businesses grow and prosper.
We kick it off with two success story businesses who have benefitted from federal and/or state resources, and then go to a brief panel discussion with federal and state resource providers. Our showcase will follow.
Family-Owned Business Speakers:
Kate McAleer, Founder and Owner of Bixby & Co. LLC.
Kate McAleer is an owner and founder of Bixby & Co., an artisan confectionary producer located in the historic working waterfront of Rockland, Maine. Bixby & Co. was founded in 2011 to produce and sell unique natural and organic chocolate products. Kate earned her honors BA from New York University and holds diplomas in pastry arts and culinary management from the Institute of Culinary Education in New York City. The first Bixby Bars were developed after experimentation and trial and error in the family kitchen and are currently sold across the country in over a 2000 specialty and natural food stores. Kate is the 2014 Gorham Savings Bank LaunchPad Winner, MaineBiz 2014 “Nexter” of the top 10 people impacting Maine’s economy, and the 2015 Small Business Administration’s Young Entrepreneur of the Year for Maine and 2016 Tory Burch Foundation Fellow and Tory Burch Foundation Grand pitch prize winner of $100,000.
Steve Tselikis, CFO of Cousins Maine Lobster
Steve has been providing financial analysis and guidance for Cousin Maine Lobster since its inception in 2012 and is in constant contact with owners Sabin Lomac and Steve’ son, Jim Tselikis, both of whom reside in California while Steve is a Maine resident. Steve earned his CPA and performed audit and tax work for Peat Marwick and Coopers Lybrand. He later served as CFO for a family- owned real estate development company and a family- owned material handling equipment company. Steve also has over 20 years experience as CFO in the nonprofit sector.
Our panel of providers will share information on access to capital (funding your project or growth), access to technical assistance (free and confidential training on how to accomplish what you have set out to do) and navigating the state licensing and permitting processes. Hear what the following list of distinguished panelists will have to say!
George Gervais, Commissioner of the Maine Department of Economic and Community DevelopementGeorge Gervais was appointed by Governor LePage in April 2011 as the Commissioner of the Department of Economic and Community Development. In his capacity leading the department, Gervais is charged with developing economic sectors, promoting new businesses, growing existing businesses, and creating economic opportunity for Maine citizens. The department works closely with the Governor, the Legislature, and the private sector to accomplish this mission.
Gervais, originally from the Bangor area, lives in North Yarmouth, has served as Assistant Commissioner, Development Program Manager and Business Development Specialist within DECD since 2008.
Prior to joining the Department of Economic and Community Development, Gervais grew up working in the family restaurant business with an expectation of running the business in later years, but instead opened three locations of his own. Gervais then served as a senior loan officer at Carteret Mortgage Corp. and Dedicated Mortgage Associates, LLC.
Gervais has his Bachelor of Science in Business Administration from the University of Maine, Orono. He cherishes spending time with his wife and children, enjoying Casco Bay and the Maine Coast by boat in the summer, skiing in the winters and, at times, pretends he is a musician.
Amy was appointed as district director of SBA’s Maine
district office in January of 2017. The district office is located in Augusta, with branch offices in Bangor and Portland. In her role as District Director, Ms. Bassett is responsible for leading the Maine SBA team in the delivery of SBA’s financial assistance, entrepreneurial development and contracting programs throughout the state. Key to the delivery of programs and services is the close collaboration she helps foster with lending partners, SBA resource partners, economic development professionals and local and state entities. These relationships promote entrepreneurship and small business creation and growth.
Ms. Bassett received her bachelor’s degree in business management from Plymouth State College, graduating Magna Cum Laude. She began her career with the SBA in the New Hampshire district office in 1990 and held a variety of positions during her time with that office, including deputy district director and lender relations specialist. During her tenure with SBA she has been involved in key SBA loan program initiatives including loan systems and lender relations staff training and development. She also has an extensive background in SBA resource partner management and development and implementation of marketing and outreach strategies.
Brian is President of the Maine Technology Institute, a publicly funded, private, nonprofit that invests in entrepreneurs and organizations who are developing innovative new products, processes and companies that create economic opportunity for Maine. He has extensive experience in economic development at both the state and federal level. He has worked in the private sector and, most recently, in the public sector as Maine’s Director of Business Development & Innovation and as Director of Outreach and Economic Development for U.S. Senator Olympia J. Snowe.
Steve is responsible for oversight of SCORE Chapters to ensure consistent high quality client services by volunteers and leadership continuity across the state. Steve also served as Chapter Chair for the Oxford Hills SCORE chapter for three years and continues to mentor small business clients that he has worked with for several years. Steve has volunteered with SCORE since relocating to Maine 13 years ago.
Prior to joining SCORE, Steve was Chief Operating Officer for a large multi-office Boston law firm with over 500 lawyers. He also worked as a CPA for Price Waterhouse Coopers subsequent to earning MBA and BS degrees from Cornell University.
IFOB Associate Partner / Member Services Showcase:
The formal program is about an hour, followed by questions and networking. We will then lead into our "IFOB Associate Partner / Members Services Showcase” that highlights our Associate Partners currently at over 40 members so that family businesses can network and see what services they provide. We will also include family businesses that have services that can help family businesses as well. All members and future members can get to know other members who they could work with as well.
Family-Owned Businesses Showcasing:
Kate McAleer, Bixby & Co.
Kevin Haley, Brann & Isaacson
John Hollway, Dale Carnegie / CMA Career Management Associates
Jennifer Nemi, Franklin Printing
Deborah Whitworth, HR Studio Group, LLC
Andrea Parker Michaud, Michaud Accounting Solutions
Gloria Walker, Oceanview at Falmouth
Susan Pemberton, Pemberton & Associates
Paula Mahony, Words@Work, Inc.
Associate Partners Showcasing:
Melinda Irish, Baker Newman Noyes
Steve Barton, Barton and Associates, LLC
Joan Hopkins, Clark Insurance
Janet Cole Cross, Cole Cross Connections, LLC
Sharon Dorsett, Dorsett Organizational Dynamics
Russell Strout, Husson University
Catherine Fossett, Institute for Family-Owned Business
Claire Owens, Norway Savings Bank
Katie Shorey, People's United Bank
Shauna Miller, TD Bank
Panelists Showcasing:Kathleen O'Donnell, SCORE Maine
Bill Card, SBA
This will be informal with members sharing an 8 foot table space. A company sign will be printed to know where to go. Members, please bring materials that you think will be helpful to showcase your services. Only members of the IFOB will be able to exhibit. It is on a first come, first serve basis.
Please check out the registration options to sign up!For more information contact: firstname.lastname@example.org
Thank you to our Sponsors:
Thank you to our Speakers: