Thursday, October 20, 2022
8:00 – 8:30 a.m. Continental Breakfast, 8:30-10:00 a.m. Program
BerryDunn – 2211 Congress Street, Portland, ME 04102 and Zoom
Cost: IFOB Members, In-person and Virtual: Complimentary; Future Members, In-person: $35, Virtual: $15
Join the Zoom/ remote program below:
How-To Protecting a Lifetime of Savings; What Washington Needs to Know & Benefits of Businesses Owning their own Real Estate
Scheduled: Oct 20, 2022 at 8:30 AM to 10:00 AM, EDT
Location: https://us02web.zoom.us/j/88019179030?pwd=V2VCVlU5aGRrVEI0OVNRM0ZlSi9XZz09
Catherine Wygant Fossett - IFOB is inviting you to a scheduled Zoom meeting.
Join Zoom Meeting
https://us02web.zoom.us/j/88019179030?pwd=V2VCVlU5aGRrVEI0OVNRM0ZlSi9XZz09
Meeting ID: 880 1917 9030
Passcode: 797082
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Meeting ID: 880 1917 9030
Passcode: 797082
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Join John Gugliada, Family Enterprise USA’s (FEUSA) Director of Strategic Partnerships & Business Development, who will set the stage as he shares important insights collected from the organization’s annual Family Business survey and meetings with members of Congress including their top tax concerns, succession data, and significant family business challenges. Family businesses will learn how important they are to the economy and how to advise Congress of their importance, along with proposals that will change their businesses.
From this theme of protecting a lifetime of savings, we’ll then discuss breaking down the “bricks & mortar” of owning, managing, selling and/or transferring real estate and property portfolios when owned by the family business. We’ll hear from Spinnaker Trust and their commercial real estate investment group, the Boulos Company, a local commercial real estate brokerage and family-owned business, Renys who owns multiple retail locations throughout the state, and Hardypond Construction, a local family-owned construction company.
Speakers:
John Gugliada, Director of Strategic Partnerships & Business Development, Family Enterprise USA (FEUSA)
John Gugliada is an experienced Business Development Executive who partners with CEO’s of both large and small businesses, to grow their top line. After many years of leading sales teams in a corporate setting, as an EVP and SVP, John truly understands what is required to drive results- and it’s never accomplished through cutting corners in the short term. It’s accomplished through a well thought out strategy and keeping your daily playbook simple.
He has worked with companies in multiple industry segments, spanning five continents.
J. Casey McCormack, Vice President, Associate Director of Real Estate, Spinnaker Trust
Casey McCormack is Director of Real Estate at Spinnaker Trust. Prior to joining Spinnaker, Casey was a commercial real estate broker in New York City, an affordable housing consultant in the Bay Area of California, and most recently a real estate attorney at a local law firm. Casey lives in Portland with his wife, their three young children, and a terrier named Clifden. He enjoys spending time with his family, working on the house, and taking advantage of the Maine outdoors.
John Finegan, Associate Broker, The Boulos Company
John Finegan is a Commercial Real Estate Broker at The Boulos Company. John negotiated leases for tenants and landlords, as well as manages sale transactions for buying and selling clients. John can speak to why leasing versus owning may be advantageous to your business, and will be discussing some considerations about your business’ use of real estate which can have an impact on succession
planning and building long-term wealth.
Family Business Speakers:
Adam Reny, Co-Owner, Renys
Adam lives with his wife, Cameron, and his two sons, George and Leon, in Round Pond, Maine where he and his wife both grew up. He graduated from Berklee college of music in 2003 then moved to Portland, Maine to work in the music business for the next 10 years. He then moved back home to Round Pond to help with the family business and start a family. Now, part owner of Renys, he supervises the warehouse, buying team, and store renovations and expansion. You may have also seen him on TV talking about having the best prices, Carhartt, and lots of other items you may find on Renys shelves.
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.
For more information, contact Brooke Stewart, Director of Communications at
brooke@fambusiness.org or 207-281-2414
This program is sponsored by:
