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Corporate Advisory Board
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Evelyn Murphy
President
The WAGE Project, Inc.
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Evelyn
Murphy is the President of The WAGE Project, Inc., a non-profit
organization dedicated to eliminating gender wage discrimination
in the workplace. As a Resident Scholar at the Women's Studies Research
Center at Brandeis University, she is writing a book entitled Getting
Even: Why Women Don't Get Paid Like Men and What To Do About It,
to be published by Simon & Schuster in 2005.
Dr. Murphy is a PhD economist,
former Lt. Governor of Massachusetts, former Executive Vice President
of Blue Cross and Blue Shield of Massachusetts. She is a corporate
director of SBLI USA Mutual Life Insurance Company, a nationwide
financial services company headquartered in New York City, and Citizens
Energy Corporation located in Boston.
Among her civic roles,
she is a Trustee of Regis College, a member of the Board of Visitors
of the Boston University School of Public Health, a member of the
Advisory Board of Pfizer Women's Health, Chair Emerita of the National
Center for Women and Aging, and Honorary Chair of the Lost Coin
Women's Fund. She is a member of the International Women's Forum,
the Boston Club and annually co-chairs the million dollar fundraiser
for Rosie's Place, a homeless women's shelter. Listed in Who's Who
in America, Who's Who in American Politics, Who's Who in the World,
Who's Who in American Women, she is the recipient of ten honorary
degrees and numerous civic and public
service awards.
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Hollie Baker
Partner
Wilmer Cutler
Pickering Hale and Dorr LLP
60 State Street
Boston, MA 02109
(617) 526-6110
hollie.baker@wilmerhale.com
www.wilmerhale.com
Hollie Baker is a partner
in the Intellectual Property Department of WilmerHale. She is also
a member of the firm's interdisciplinary Intellectual Property Litigation
Group, Life Sciences Group, and Technology Transactions and Licensing
Group. Ms. Baker joined the firm in 1990.
Ms. Baker has been practicing
in the patent field for over 20 years. Her practice focuses
on domestic and international patent and licensing law, involving
the life sciences, biotechnology and chemical technologies, medical
devices, and related litigation. Over the years, Ms. Baker has served
as IP counsel for a variety of clients in the life
sciences community on a broad range of matters, from advising
start-up companies in establishing patent prosecution strategy,
to guiding established companies in product cycle life management,
licensing negotiations and patent enforcement and defense. Ms. Baker advises
clients on Hatch Waxman legislation, including Section 271(e)(1)
safe harbor activity, patent term extensions applications and defending
paragraph IV challenges. She also has in-depth experience in IP
due diligence for venture capital investment, mergers and acquisitions,
and licensing deals.
Ms. Baker regularly lectures
and teaches at seminars and other forums on patent practice
and licensing, and has published several articles on these topics
in professional journals.
Ms. Baker is past
Member of Council of the Intellectual Property Law Section of the American
Bar Association, and is currently a member of the ABA's special
committee on Bioethics and the Law. She is also a member of
the Boston Patent Law Association, the American Intellectual Property
Law Association, the Licensing Executive Society and the Patent
and Trademark Office Society. In addition, Ms. Baker serves on the
Board of Advisors for The Commonwealth Institute.
Honors and Awards
- Recognized in 2004 and 2005 by Boston
Magazine as a "Massachusetts Super Lawyer" in intellectual
property law
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Caroline Bonnar
Director of Marketing
The Bulfinch Group
140 Kendrick Street, C-1 East
Needham, MA 02494
781-292-3225
carolinebonnar@bulfinchgroup.com
www.bulfinchgroup.com
As Marketing Director, Caroline works with Financial Representatives (FRs) and the management team to position individuals and the firm favorably. She strategically develops marketing strategies and tactics that will best promote the firm among its best clients, prospects and the community at large.
Some of her activities include development of target markets, advisory boards, annual seminars, client appreciation events, and strategic alliances, marketing training, public relations, advertising, biography development, marketing material development, and interoffice communication.
Prior to joining The Bulfinch Group in 2006, Caroline was the founder and president of Harbor Lights Communications, a marketing communications consulting firm. As a full-service marketing firm, Harbor Lights was committed to helping companies achieve successful results. Since the firm’s inception, Harbor Lights was sensitive to the business needs of small- and medium-sized companies for high-quality, affordable marketing communications solutions.
Prior to establishing Harbor Lights in 2002, she was director of marketing and vice president of communications for State Street Corporation. Her tenure with this leading financial services institution led to increasingly complex managerial responsibilities, including building and rolling out strategic marketing communications plans, creating and launching client websites and intranet sites, developing collateral systems for product rollouts, and managing a large marketing communications staff.
She earned a B.A. in finance and economics from Simmons College and an M.B.A. from Northeastern University in communications. She is an active member of Boston Women Communicators, a professional association for women in the communications field, and is on the executive board of the Sharon, Massachusetts Pop Warner Association. She is also a contributor to Women’s Business magazine, a Boston publication targeted to professional women. |
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Vincent Capozzi
Senior Vice President
of Sales and Marketing
Harvard
Pilgrim Health Care
93 Worcester Street
Wellesley, MA
02481
617-509-6030
vincent_capozzi@harvardpilgrim.org
http://www.harvardpilgrim.org
Vincent
Capozzi joined Harvard Pilgrim in April 2001 as Senior Vice President
of Sales and Marketing. During his 20 years in the New England health
care marketplace, Mr. Capozzi has built a track record of sales
achievement through all distribution channels and earned a reputation
for transforming challenges into successful performance outcomes.
As Harvard Pilgrim's sales and marketing leader, Mr. Capozzi's priority
is to exceed customer expectations consistently by offering value-added
insurance solutions and superior service. In support of this commitment,
he already has introduced a set of service standards that guide
Harvard Pilgrim's relationships with employer customers. He developed
first to market products likes Best Buy and SmartSpend. Also, he
developed and implemented the “New Partnership Model” which engaged
Employers and Harvard Pilgrim in a way that assures the value of
a health plan is maximized.
Before
becoming Harvard Pilgrim's Senior Vice President of Sales and Marketing,
Mr. Capozzi led the Sales and Marketing department and was part
of the senior executive team at Connecticare, Inc. He was an integral
player in repositioning the company as well as setting the strategic
direction for its turnaround and increase in market share. He also
has held leadership positions at Blue Cross and Blue Shield of Massachusetts.
He began his career in health care at Harvard Community Health Plan,
which later merged and became part of Harvard Pilgrim Health Care.
Mr.
Capozzi holds a Master's Degree in Public Administration from Suffolk
University and a Bachelor of Arts from the University of Massachusetts.
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Carol Carlson
Partner - Financial Services
Ernst & Young LLP
200 Clarendon Street
Boston, MA 02116
617-375-1431
carol.carlson@ey.com
www.ey.com
Carol Carlson has been an Audit Partner with Ernst & Young since 1989. She currently serves as the Coordinating Partner for John Hancock Financial Services (now part of Manulife Financial Corporation) and oversees the delivery of all Ernst & Young services to John Hancock. She has nearly 26 years experience with the firm, working mainly with insurance and other financial service institutions in Boston, and prior to 2002, in Houston, Texas.
Carol has extensive public company experience. She has also worked on numerous acquisitions and is knowledgeable about accounting for purchase and pooling transactions; accounting and reporting for separate accounts, investment advisors and broker/dealers; and statutory reporting for life and property / casualty insurance companies.
Carol is also the leader of the New England Area of Ernst & Young’s gender equity. In this role, she actively leads a variety of efforts focused on the advancement of the firm’s women professionals. Carol is also a member of the firm’s Partner Advisory Council. This Council is an elected group of Partners who are responsible for advising the firm’s leadership and voting on certain firm governance issues.
Carol is the Partner responsible for the New England Area’s recruiting at both Bentley University and Babson College.
Carol
started her career in the Chicago office of Ernst & Young in
1980 after graduating from the University of Iowa with highest distinction.
Carol is active in community organizations and is married with two children.
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Deborah Diverdi Carlson
Partner
Posternak Blankstein
& Lund LLP
Prudential Tower, 800 Boylston Street
Boston, MA 02119
617-973-6201
dcarlson@pbl.com
www.pbl.com
Deborah DiVerdi Carlson is a partner in the Corporate Department at Posternak Blankstein & Lund LLP. Her practice focuses primarily on business counseling and transactional work with extensive experience in the creation of, and strategic venturing by companies and individuals in, corporations and limited liability companies. She also counsels purchasers and sellers in private equity financings, mergers and acquisitions and business dispositions. Ms. Carlson is a graduate of Holy Cross College and Albany Law School. She received her LL.M. in Taxation from Boston University School of Law. She is a member of the Boston and Massachusetts Bar Associations.
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Sharon E. Cohen
Senior Vice President and CFP
Atlantic
Trust Company
100 Federal St.
Boston, MA 02110
617-357-9600
scohen@atlantictrustco.com
www.atlantictrustco.com
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Sharon
Cohen joined the firm in 1993 and is a senior relationship manager.
In this capacity, Sharon advises clients on topics ranging from
portfolio asset allocation to the coordination of sophisticated
estate and charitable planning strategies with investment objectives.
She works closely with each client’s outside advisors and oversees
the allocation to and review of third-party managers as well.
Sharon is licensed as a Certified Financial Planner and is a member
of the Financial Planning Association. She also serves on the advisory
board to The Commonwealth Institute. A graduate of the University
of Delaware with a master’s in taxation from Villanova University
Law School, Sharon began her career as a financial analyst with
Wilmington Trust Company in Wilmington, Delaware.
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Kelly Babson
Associate
Nixon
Peabody LLP
100 Summer St.
Boston, MA 02110
617-345-1046
kellybabson@nixonpeabody.com
www.nixonpeabody.com
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Kelly Babson joined the
firm's Business Group in Winter 2006. Ms. Babson concentrates
her practice in the areas of investment funds and corporate mergers
and acquisitions.
Prior to
joining Nixon Peabody, Ms. Babson was a managing director of Deutsche
Asset Management and the Director of the Private Debt Group.
During her nearly nine years with Deutsche Asset Management, Ms.
Babson was lead portfolio manager for a variety of retail and institutional
portfolios specializing in high yield bond and leveraged bank loan
investments. Ms. Babson was also responsible for developing
and managing structured debt transactions for institutional clients.
Ms. Babson
has over twenty years of experience in the investment industry,
where she focused in the areas of investment fund management, private
equtiy investing and CDO structuring.
Professional
Accreditation and Affiliations
Member, The
American Bar Association
Member,
The Massachusetts Bar Association
Admissions
Ms. babson
is admitted to practice in Massachusetts.
Education
Boston College
Law School, J.D. (2006)
NYU Stern
School of Business, M.B.A. (1986)
Georgetown
University, B.A. (1981)
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Susan M. Esper
Partner
Deloitte
and Touche LLP
200 Berkeley Street
Boston, MA 02116
617-3437-2112
sesper@deloitte.com
www.deloitte.com
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Susan
is a Partner in the Financial Services Industry Practice in the
New England Practice of Deloitte & Touche LLP and has over 16
years of public accounting experience. She has specialized in the
financial services industry throughout most of her career, with
primary focus on investment management clients. Susan currently
serves as an Audit Partner on a number of Deloitte's largest investment
management accounts with responsibility for oversight of client
service coordination and delivery. In this role, she is responsible
for the planning and execution of the mutual fund audit process,
as well as all related internal control engagements and compliance
with industry regulation.
In addition
to her client service responsibilities, in 2004 Susan assumed the
leadership role in the New England Practice for Deloitte's Women's
Initiative Network (“WIN”). Established in 1993, this national initiative
focuses on the development of its talented women professionals and
identifies opportunities for them as future leaders within the Firm.
The Initiative supports the Firm in its goal to train, develop and
mentor professionals at all levels, regardless of gender, and create
an environment where career success can be achieved.
Professional
Accreditation and Affiliations
American Institute
of Certified Public Accountants (AICPA)
Massachusetts
Society of Certified Public Accountants (MsCPA)
National Investment
Company Service Association (NICSA)
Big Sister
Association of Greater Boston , Board Member
Catholic Schools
Foundation
United Way
of America National Women's Leadership Council
United Way
Today's Girls Tomorrow's Leaders Women's Breakfast, Co-Chair 2006
& 2007
The Commonwealth
Institute, Corporate Advisory Board Member
Girl Scouts,
Patriots' Trail Council Leading Women Awards Steering Committee,
Co-Chair 2007
Awards
Boston Business
Journal “40 Under 40” Award Recipient, 2005
The
Boston Junior Chamber of Commerce's, Ten Outstanding Young Leader
(“TOYL”) Award Recipient, 2006
Education
BS Accounting,
Providence College
Leading
Edge Class of 2006, Simmons School of Management
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Donna M. Evans,
Esq.
Partner
Greenberg
Traurig LLP
One International Place
Boston, MA 02210
617-310-6054
evansd@gtlaw.com
www.gtlaw.com
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Martha Sloan Felch
Senior Vice President, Professional Services
Sovereign Bank
75 State Street
Boston,
MA 02109
617-309-2600
mfelch@sovereignbank.com
www.sovereignbank.com
Martha Sloan
Felch is Senior Vice President and a Professional Services Partner
for Sovereign Bank. She is currently assisting Sovereign's Regional
Executives for Commercial and Business Banking in greater Boston
in the development of a cross-functional program within the Bank
to comprehensively address the banking needs of law firms, accounting
firms, architectural firms and medical practice groups. The program
will leverage the bank's wide variety of commercial and retail solutions
to address the needs of the firms as well as their partners, associates
and employees. Ms. Felch undertakes this responsibility in addition
to managing a portfolio commercial customers, many of whom have
been banking with Ms Felch for many years.
Prior to this
role Ms. Felch was Director of the Specialty Banking Group at Sovereign
Bank. When she helped to establish this program in March 2000, Ms.
Felch saw an opportunity to parlay her seven years cultivating women-
and minority-owned companies into a business line designed to address
issues particular to these market segments. This is, like the Professional
Services program, a cross-functional opportunity to deliver banking
services. In addition, this program provides “value added” services
including technical assistance, peer-to- peer mentoring, business
certification and networking support. . Through alliances with a
variety of community-based organizations throughout New England,
Sovereign is able to offer these services to assist a company in
its quest for capital and other resources to start and grow a business.
As a result, Ms. Felch has succeeded in helping dozens of businesses
get the credit that they deserve, either directly or through the
efforts of Sovereign's Community Banking team, with which she works
closely. She has also been instrumental in making connections between
more experienced business owners and their peers, resulting in new
business opportunities, speaking engagements, and visibility, leading
to new leadership opportunities within their communities
Ms. Felch
has always made community involvement a priority. To that end she
has been a board member for a number of community-based nonprofit
organizations where she performed a variety of functions, including
fundraising, mediation, financial oversight, and marketing strategy.
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Carol
Fulp
VP
Community Relations
John
Hancock Financial Services
601
Congress Street, 13th floor
Boston,
MA 02210
(617)
663-4575
cfulp@jhancock.com
www.jhancock.com
Fulp is the Vice President
of Community Relations at John Hancock Financial Services, a subsidiary
of Manulife Financial Corporation. She serves as the company's spokesperson
on behalf of community issues and oversees the company's 6 million-dollar
corporate giving program. Fulp directs the corporate grants, matching
gifts, volunteer and community outreach programs ensuring that Boston
residents, particularly its youth who are most in need, are served.
Under Fulp's direction,
John Hancock's volunteer program has grown to become the largest
custom created corporate volunteer program in Boston . For these
efforts, in 2003 John Hancock became the first Massachusetts based
company to be awarded the national Award for Excellence in Corporate
Community Outreach by the Points of Light Foundation.
Fulp is currently involved with several nonprofit
organizations and in 2002 founded Great Encounters For Girls to
provide scholarships for girls to attend summer camp. She is a Trustee
of Dana-Farber Cancer Institute. She is also a member of the Board
of Overseers for the Museum of Science and WGBH and serves on the
Board of Directors of Urban Improv and Dress For Success. Fulp is
also a member of The Partnership's Senior Executive Program.
Recognized for her work in helping provide access for people of color
within industry and institutions, Fulp is a frequently requested keynote
speaker and panelist for several Boston area organizations. Fulp is
a graduate of the University of the State of New York. |
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Mary-Laura Greely
Partner
Mintz Levin Cohn
Ferris Glovsky and Popeo PC
One Financial Center
Boston, MA 02111
617-348-1767
mgreely@mintz.com
www.mintz.com
Click
here to read an article by Mary-Laura
Mary-Laura is a member
in the firm's Boston office and practices in the Business and Finance
Section. Her practice focuses on mergers and acquisitions, venture
capital and corporate finance, private placements and general corporate
representation. She actively counsels clients in the organization
and financing of new businesses, employment and executive compensation
matters, succession planning, and the resolution of stockholder
and partnership disputes. Mary-Laura has also advised some of the
nation's largest banks on syndicated secured domestic and international
debt financings with complex structural issues, as well as acquisition
financings, asset-based middle market transactions and loan restructurings.
Mary-Laura serves as Director of the firm's Private Company Practice
Group. She was named as one of the Super Lawyers of Massachusetts
by Boston Magazine for 2004. Mary-Laura was also recently selected
by Women's Business Boston (Herald Media) in 2005 as one of the
Top 10 Women Lawyers in Boston .
Mary-Laura is admitted to practice in the Commonwealth of Massachusetts
and before the U.S. District Court for the District of Massachusetts
and the U.S. Court of Appeals for the First Circuit. She is a member
of the American and Boston Bar Associations. Mary-Laura received
her B.A., cum laude, from Wellesley College (1983), her M.A. from
Harvard University (1986), and her J.D. from Boston University School
of Law (1989).
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Barbara Hamelburg
Partner
Foley
Hoag LLP
155 Seaport Blvd.
Boston, MA 02210
(617) 832-1132
bhamelburg@foleyhoag.com
www.foleyhoag.com
- Focuses in the areas of health care, employment, biotechnology,
medical devices, complex business litigation, malpractice, and
directors' and officers' liability
- Litigation experience includes jury and bench trials involving
business, general liability, health care, and employment matters
- Clients have included one of the largest healthcare providers
in the United States, which operates mental health and acute care
hospitals, surgical centers, and counseling centers, as well as
an international pharmaceutical company, and physicians' practices
- Has served as Massachusetts counsel for all cases involving
a major national defendant in toxic tort litigation
- Represented major publishing company regarding education issues,
including distance learning
- Served as a partner in the Litigation Department of Holland
& Knight LLP
- Chair of Health Law Practice Group
- Chair of Strategic Planning Committee
- Chair of Women's Initiative
- Member of Management Committee of Boston office
- Member of Education Practice Group
- Member of Employment Practice Group
- Served as partner in the firm of Burns & Levinson LLP, where
she successfully handled several multi-million dollar products
liability and commercial matters
- Editor of Trial Department Newsletter, Massachusetts Law
Update, 1990-1993
- Pro Bono Coordinator, 1991-1996
- Member of Business Development Committee, Ethics Committee,
and Hiring Committee
- Before practicing law, worked as an Acquisitions Editor for
several major publishing companies, most recently Houghton Mifflin
Company of Boston
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Cynthia Hickey
CPA, PFS, CFP
Braver
25 Christina Street
Newton, MA 02461
617-969-0223
chickey@thebravergroup.com
www.thebravergroup.com
Cindy recently joined Braver as the firm’s first female shareholder. She has over 20 years of experience providing tax planning and compliance services to a diverse client base including real estate, law firms, medical practices, retail operations and small closely-held and family businesses. Cindy was most recently with Brown & Brown, LLP, as a Tax Manager.
Cindy is a Summa Cum Laude graduate of Boston College and has earned a Master’s degree in Business Administration from Babson College. She is a Certified Public Accountant in Massachusetts and a member of the Massachusetts Society of Certified Public Accountants. She also serves on the board of the Melrose Women’s Soccer Booster Club and Melrose Sharing and Caring, a local non-profit organization.
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Debra A. DeVenne-Zarba
Senior Vice President/Team
Leader
Regional Banking
Citizens Bank
28 State Street
Boston, MA 02451
617-994-7154
debra.zarba@citizensbank.com
www.citizensbank.com
Debra
A. DeVenne-Zarba is a Senior Vice President, Team Leader in the
Regional Banking Division at Citizens Bank of Massachusetts. She
manages the Boston/North commercial lending teams that provide small
business loans to companies with revenues under $25million. She
has over 30 years experience in the Banking industry.
She
is on the Strategic Committee and WBENC Certification Committee
under the Center for Women & Enterprise of Boston. Zarba is
a former Board member of Rebuilding Together – Boston, 2007 Board
member for the CWE, and 2007 Board member for the North Shore Chamber
of Commerce. Zarba is a graduate of the New England Banking Institute
and Bentley College .
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Siobhan Mee
Partner
Bingham McCutchen, LLP
150 Federal Street
Boston, MA 02110
617-951-8265
siobhan.mee@bingham.com
www.bingham.com
Siobhan E. Mee is a litigator in the Boston office. As a member of the firm's construction law, broker/dealer, and labor and employment groups, her practice includes a broad range of commercial litigation. She has handled complex matters in state and federal courts, arbitration proceedings, and regulatory proceedings. She represents national and regional corporations as well as individuals in contract disputes, fraud and other tort claims, various securities matters, and environmental investigations. Ms. Mee's employment law experience includes litigating employment discrimination, wrongful termination, and non-competition lawsuits, negotiating employment contracts and severance agreements, and drafting employee handbooks and policies.
Ms. Mee clerked for the Justices of the Massachusetts Superior Court before joining Bingham in 1999. She is admitted to practice in Massachusetts state and federal courts.
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Mim Minichiello
Vice President, Sales
Tufts
Health Plan
705 Mt Auburn St
Watertown,
MA 02472
781-466-9493
mim_minichiello@tufts-health.com
www.tufts-healthplan.com
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Lauren Stiller
Rikleen
Senior Partner
Bowditch
& Dewey, LLP
175 Crossing Blvd., Suite 500
Framingham, MA
01702
508-416-2411
lrikleen@bowditch.com
www.bowditch.com
Ms. Rikleen's diverse
experiences in environmental law include serving as an enforcement
attorney at both the Massachusetts Department of the Attorney General
and the United States Environmental Protection Agency, and as Assistant
Vice President for Negotiations at Clean Sites, Inc., where she
specialized in the mediation of complex hazardous waste disputes.
She has an extensive practice
in all aspects of environmental law, with emphasis on negotiation,
enforcement and compliance issues with respect to state and federal
law. Ms. Rikleen has served on numerous Commonwealth advisory committees,
including the Department of Environmental Protection's Superfund
Advisory Committee, the Brownfields Advisory Committee, and the
Environmental Results Design Program. She has published extensively
and lectures frequently on environmental topics.
Ms. Rikleen is Chair of
the Board of Directors of the Environmental League of Massachusetts
and is a member of the Board of Trustees at Clark University. She
is a past President of the Boston Bar Association and has also previously
served as Chair of both the Boston Bar Association's Environmental
Law Section and the Environmental Litigation Committee.
In 2001, Ms. Rikleen received
the Athena Award for serving as a positive role model and mentor
to women. She was also named the 1997 Business Leader of the Year
by the MetroWest Chamber of Commerce and, in 1991, was selected
Woman of the Year by the Middlesex News.
Ms. Rikleen is listed in
The Best Lawyers in America .
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Holly Safford
President & CEO
The Catered Affair
P.O. Box 432
Hingham, MA 02043
781-982-9333
hsafford@thecateredaffair.com
www.thecateredaffair.com
The success story of The Catered Affair is a classic example of an entrepreneur evolving her avocation into her vocation. Starting with her home size toaster oven and the compliments of her dinner party guests, Holly Safford built her business slowly and effectively.
In 1974, Safford relocated with her three young sons to Scituate, Massachusetts, where she quickly developed a reputation for flair, evident in all of her entertaining. It was that flair that led her and two friends to team up in 1979. Each person committed $100 seed money to the venture, which was used to cover the cost of printing a modest menu. The recipes, “most of which none of us had made before,” came straight from cookbooks and magazines. The initial mailing to the members of the Hingham Garden Club led to several calls.
As word spread, bookings grew and it soon became clear that The Catered Affair would need its own space. So in 1982, they rented 1,400 square feet of space in Scituate in a converted garage. In November 1988, The Catered Affair moved into its current home, a 15,000 square foot facility in Hingham, Massachusetts. In 1999, Safford founded a sister company, Provender, which is a full-service kosher catering company serving New England. In addition, in the fall of 2003, The Catered Affair was awarded the food service contract at the newly renovated Peabody-Essex Museum in Salem, MA. There, the company operates a 60 seat restaurant and a food-to-go café, as well as handling all of the catered events.
Today, with just over to $8 million in sales, more than 75 full-time employees and 250 part-time employees, The Catered Affair stands as the premier full-service catering company in Greater Boston. The company is known for its pre-event organization, creative and inspired cuisine, tailored to the taste and style of each client, as well as a professional, well-trained staff. Whether the function is a buffet for 25 or a black tie dinner for 1,000, The Catered Affair works with each client to create an individually distinctive and memorable event. |
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Agnes Bundy Scanlan
Counsel
Goodwin Procter LLP
53 State Street, Exchange Place
Boston, MA 02109
617-570-1161
abundyscanlan@goodwinprocter.com
www.goodwinprocter.com
Areas of Practice
Agnes Bundy Scanlan, a counsel in Goodwin Procter's Business Law Department and a member of its Financial Services Practice, focuses her practice on advising clients on a broad range of compliance management, privacy and Community Reinvestment Act (CRA) issues.
Work for Clients
Ms. Bundy Scanlan has extensive experience with various regulatory compliance issues, as well as privacy compliance issues. She has been responsible for the creation, development and execution of numerous compliance programs for some of the country's largest financial institutions.
Professional Activities
Ms. Bundy Scanlan is the former chairwoman of the Federal Reserve Board of Governors Consumer Advisory Council; the former (and founding) president of the International Association of Privacy Professionals; and vice chair of the Compliance Management Subcommittee of the American Bar Association. An alumnae trustee of the Board of Smith College and vice chair & trustee of the Board of Bryant University, she also serves as on the board of Boston-based Bridge Over Troubled Waters as chair of its Risk Management Committee and the board of the Boston Children's Museum.
Publications/Presentations
Ms. Bundy Scanlan is a frequent speaker on government and regulatory relations, ethics, privacy and risk management matters at industry seminars, professional conferences and academic institutions. In April 2004, she was profiled by CBS Boston affiliate WBZ as one of “Boston's Power Women.”
Professional Experience
Prior to joining Goodwin Procter in 2005, Ms. Bundy Scanlan provided consulting expertise to various corporations, assisting them in obtaining solutions for complex regulatory compliance issues.
Before that, Ms. Bundy
Scanlan served as the Regulatory Relations Executive for Bank of
America, where she managed the financial institution's primary relationships
with its global government regulators, and ensured that all regulatory
examinations, communications and operational strategies were appropriately
tailored, integrated and delivered to internal and external audiences.
Ms. Bundy Scanlan joined Bank of America in 2004 during its merger
with FleetBoston Financial, where she had served as Managing Director
and Chief Compliance Officer/Chief Privacy Officer since September
2002. She was responsible for managing a world-class regulatory
compliance program for what was then the 7th largest financial institution
in the United States.
Ms. Bundy Scanlan joined
Fleet in 1994 as Senior Vice President and the bank's first Director
of Corporate Community Development, and was responsible for Fleet's
corporate-wide compliance with the Community Reinvestment Act (CRA)
of 1977. She created and managed Fleet's $8.5 billion affordable
housing, small business, and marketing initiative. In 1999, Ms.
Bundy Scanlan was promoted to Chief Privacy Officer. As the bank's
first privacy executive, she was responsible for developing and
executing an enterprise-wide privacy compliance program to fulfill
the sweeping consumer privacy demands of the landmark Gramm-Leach-Bliley
Act.
Prior to joining Fleet, Ms. Bundy Scanlan served for over four years as legal counsel to the U.S. Senate Budget Committee, where she analyzed and reviewed all Senate floor bills and amendments. Her Washington background includes roles as a House Appropriations Committee associate staff member in the office of Congressman Charles Wilson, a legislative assistant in the office of Congressman Lindsay Thomas, and manager of congressional liaison at Fairchild Republic Company.
Prior to joining Goodwin Procter in 2005, Ms. Bundy Scanlan provided consulting expertise to various corporations, assisting them in obtaining solutions for complex regulatory compliance issues.
Before that, Ms. Bundy
Scanlan served as the Regulatory Relations Executive for Bank of
America, where she managed the financial institution's primary relationships
with its global government regulators, and ensured that all regulatory
examinations, communications and operational strategies were appropriately
tailored, integrated and delivered to internal and external audiences.
Ms. Bundy Scanlan joined Bank of America in 2004 during its merger
with FleetBoston Financial, where she had served as Managing Director
and Chief Compliance Officer/Chief Privacy Officer since September
2002. She was responsible for managing a world-class regulatory
compliance program for what was then the 7th largest financial institution
in the United States.
Ms. Bundy Scanlan joined
Fleet in 1994 as Senior Vice President and the bank's first Director
of Corporate Community Development, and was responsible for Fleet's
corporate-wide compliance with the Community Reinvestment Act (CRA)
of 1977. She created and managed Fleet's $8.5 billion affordable
housing, small business, and marketing initiative. In 1999, Ms.
Bundy Scanlan was promoted to Chief Privacy Officer. As the bank's
first privacy executive, she was responsible for developing and
executing an enterprise-wide privacy compliance program to fulfill
the sweeping consumer privacy demands of the landmark Gramm-Leach-Bliley
Act.
Prior to joining Fleet,
Ms. Bundy Scanlan served for over four years as legal counsel to
the U.S. Senate Budget Committee, where she analyzed and reviewed
all Senate floor bills and amendments. Her Washington background
includes roles as a House Appropriations Committee associate staff
member in the office of Congressman Charles Wilson, a legislative
assistant in the office of Congressman Lindsay Thomas, and manager
of congressional liaison at Fairchild Republic Company.
Bar and Court Admissions
Ms. Bundy Scanlan is admitted to practice before the United States Supreme Court and the Massachusetts Bar. She is also a member of the Bars of the Supreme Court of Pennsylvania and the Superior Court of the District of Columbia.
Honors and Awards
In 2004, Ms. Bundy Scanlan was honored with the IAPP/Synomos Vanguard Award.
Education
J.D., Georgetown University Law Center, 1989
B.A., Smith College, 1979
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Heather M. Stone
Partner
Edwards Angell Palmer &
Dodge LLP
111 Huntington Avenue
Boston, MA 02199
617-951-3331
hstone@eapdlaw.com
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Heather focuses
on private equity and venture capital, and is Chair of Edwards
Angell Palmer & Dodge's Fund Formation practice group. She
has over 13 years of experience in a range of domestic and cross-border
corporate and securities transactions and fund formation work.
Heather has represented many private equity firms, as well as
many growth-oriented software, emerging technology and media companies
in all stages of development, from start-ups to multi-national
public companies. In 2001, Heather was voted by Digital Industry
as the "Best General Lawyer for a High-Tech Firm", and
has been designated a "Super Lawyer" by Law &
Politics and Boston Magazine.
Notable
Experience
- Heather has advised private equity fund managers and investment
advisors on a broad range of capital formation, buyout/separation,
internal governance and portfolio investment matters.
- She has represented private and public companies in buy
and sell-side acquisition engagements.
- Heather has also represented issuers, underwriters and placement
agents in public and private equity and debt financings.
Recent Speaking Engagements and Publications
Heather is an active lecturer on private equity, corporate finance
and mergers and acquisitions topics, and has had articles on these
topics published in American Venture , Women's Business
and other notable publications. She is frequently quoted
in such publications as The Boston Business Journal ,
The Deal , Entrepreneur , Mergers &
Acquisitions , Private Equity International and
the Venture Capital Journal . Heather frequently
teaches for the Kauffman Fellows Program, as well as at Duke University
's Fuqua School of Business, in Babson College 's MBA program
and at the Massachusetts Institute of Technology's Sloan School
of Business.
Some of Heather's recent
speaking engagements and publications include:
•
"Women in Technology: Opening Doors to Enterprise,"
panelist, Venture Capital and Entrepreneurship Conference, Cambridge
University Technology and Enterprise Club, London, UK, December
2005.
•
"Evaluate Deal on Terms, not Valuation," Women's Business,
December 2005.
•
"Venture Capital Investment Terms in the United States,"
Cross-Continent Master of Business Administration, Fuqua School
of Business at Duke University, Durham, NC, November 2005.
•
"The IPO: Legal Theory and Practice," Innovative
Businesses and New Technologies, Massachusetts Institute of Technology
Sloan School of Business, Cambridge, MA, November 2005.
•
"The Ins and Outs of Running a Public Company," Innovative
Businesses and New Technologies, Massachusetts Institute of Technology
Sloan School of Business, Cambridge, MA, November 2005.
•
"Convergence Play," The Deal, October 17-23, 2005 (quoted).
•
"De-Mystifying Control Issues in Venture Capital Term Sheets,"
co-author, American Venture, October 1, 2005.
•
"The Venture Capital Term Sheet," Master of Business
Administration, Fuqua School of Business at Duke University, Durham,
NC, September 2005.
•
"Venture Investment Process," WE Master of Business
Administration, Fuqua School of Business at Duke University ,
Durham , NC , August 2005.
•
"The 2005 Report on Canadian Private Equity," Private
Equity International, June 1, 2005 (quoted).
•
"A Matter of Trust: Selecting A Corporate Attorney,"
Mass High Tech, May 16, 2005 (quoted).
•
"Take Flight," Entrepreneur Magazine, May 6, 2005 (quoted).
•
"Growing Use of Syndicates Stirs VC Investment Tension,"
The Boston Business Journal, May 6, 2005 (quoted).
•
"Local VC Firms Relearning the Value of Staying Small,"
The Boston Business Journal, April 15, 2005 (quoted).
•
"Several Local VCs To Raise New Funds," The Boston Business
Journal, April 15, 2005 (quoted).
•
"More Mergers of Buyout Firms on the Horizon," Mergers
& Acquisitions, April 1, 2005 (quoted).
•
"LP vs. GP 2005," moderator, Women's Association of
Venture and Equity, Boston , MA , April 2005.
•
"What's in an IPO?," Innovative Businesses and New Technologies,
Massachusetts Institute of Technology Sloan School of Business,
Cambridge, MA, April 2005.
•
"What A CEO and CFO Needs to Know When Running a Public Company,"
Innovative Businesses and New Technologies, Massachusetts Institute
of Technology Sloan School of Business, Cambridge, MA, April 2005.
•
"The In's and Out's of Venture Capital Finance Terms,"
Massachusetts Continuing Legal Education, Boston, MA, March 2005.
•
"Succession Planning Gains Importance," Venture Capital
Journal, March 1, 2005 (quoted).
Before Edwards Angell Palmer & Dodge
Prior to joining
Edwards Angell Palmer & Dodge, Heather was a partner at Testa,
Hurwitz & Thibeault in Boston. While in law school, Heather
was the Articles Editor and the Chairman of the Selection Committee
for the Duke Journal of Comparative & International Law.
Besides Edwards Angell Palmer & Dodge
Heather is a board or advisory committee member of several non-profit
groups and for-profit companies, including The Commonwealth Institute,
an organization that helps women entrepeneurs and CEO's grow their
businesses through peer-to-peer mentoring and other programs,
and The Kelly Packowski MS Foundation, which focuses on awareness,
education and assistance for people suffering from multiple sclerosis.
Heather is also a member of the Boston Athenæum, one
of the oldest and most distinguished independent libraries in
the United States .
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Jeff Swartz
Managing Director, Branch Manager
Morgan Stanley
125 High Street, 23rd fl, High Street Tower
Boston, MA 02110
617-478-6402
jeff.swartz@morganstanley.com
www.morganstanley.com
Read "Can a Trust Help Promote Your Family's Values?" article submitted by Morgan Stanley
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Mr. Jeffrey S. Swartz, age 39, began his career with Morgan Stanley in 1990, working as a Financial Advisor in Boston. He was appointed Sales Manager of the Boston office in 1994, and served in that role for two years. In 1996, he was named Branch Manager of the Cincinnati office. In 1999, Mr. Swartz was named Associate Director of the Midwest region, which consisted of 10 states and approximately 90 offices. Mr. Swartz served in this capacity until October of 2001, when he was named Director of Strategy and relocated to headquarters in New York. In 2002, Mr. Swartz was promoted to Managing Director and Chief Operating Officer. In 2005, he developed and managed the Institutional Fixed Income Middle Market channel. Mr. Swartz recently relocated to Boston to manage the Boston Complex. He received his degree in Business Administration from the University of New Hampshire. |
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Danielle Vanderzanden
Partner
Day
Pitney LLP
One International Place
Boston, MA 02110
(617) 345-4637
dyvanderzanden@daypitney.com
www.daypitney.com
Professional
experience:
Dani
Vanderzanden's practice focuses on defending employers against claims
such as wrongful discharge, civil rights violations and employment
discrimination. As an active trial lawyer, Dani has tried several
cases to juries and has handled a variety of matters before administrative
agencies. Dani advises employers with regard to all aspects of employment
law, including voluntary and involuntary reductions in force; employee
investigations; sexual harassment; hiring, discipline and termination;
employment handbooks and policies; employment, noncompetition, nondisclosure
and nonsolicitation agreements; wage and hour laws; and issues of
defamation and privacy.
Education:
- Boston
College Law School, J.D., 1993
- Columbia
University, B.A., 1988
Admitted:
- Commonwealth
of Massachusetts
- State
of Maine
- State
of New Hampshire
- U.S.
Court of Appeals for the First Circuit
- U.S.
Court of Appeals for the Second Circuit
- U.S.
District Court, District of Maine
- U.S.
District Court, District of Massachusetts
Professional
Affiliations:
- American
Bar Association
- Massachusetts
Bar Association
- Boston
Bar Association
- Maine
Bar Association
- New
Hampshire Bar Association
Outside
Interests:
Director,
Tewksbury Hospital Equestrian Farm, Tewksbury, MA
Representative
Matters:
- Conducted
internal discrimination, harassment and ethics investigations
- Tried
11 jury trials and 8 bench trials to verdict in state and federal
courts
- Represented
employers defending against class action lawsuits alleging violations
of state and federal wage and discrimination laws
- Represented
employers before the Massachusetts Commission Against Discrimination
- Advised
employers on sexual harassment prevention, employee leaves, disability
issues, discrimination laws and performance management
- Counseled
employers on planning and implementing large-scale reductions
in force, including layoff selection methodologies, risk assessment
and avoidance, and release preparation
- Handled
appeals in the First and Second Circuits
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Ellen Wilson
EVP, Human Resources
Fidelity
Investments
82 Devonshire
Street F5B
Boston, MA 02109
617-563-7000
Ellen.Wilson.HR@fmr.com
www.fidelityinvestments.com
Ellen Wilson is executive
vice president and head of Human Resources for Fidelity Investments.
She is responsible for the company's corporate human resources functions
including recruitment, compensation, benefits, employee relations,
as well as management and organizational development. Ms. Wilson
is also a member of the Fidelity Management Committee.
Ms. Wilson joined Fidelity
in 1992 and has held various senior HR positions across the firm.
These include leadership of the redesign and implementation of the
new HR service delivery model, and management of the HR function
for business groups in a number of areas, including operations ,
technology, marketing and investment management. Prior to
assuming her current role in March 2004, Ms. Wilson was senior vice
president and head for HR for Fidelity Management and Research Company.
Prior to joining Fidelity,
Ms. Wilson held HR positions at Bank of Boston and Price Waterhouse.
Ms. Wilson received a
bachelor of arts degree in business administration from Bryant College
and an MBA from Babson College. |
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