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Board of Directors & Officers
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President
James A. Tracy
Client Chief Financial Officer Consultant
FirstJensenGroup, Inc.
300 Bear Hill Road
Waltham MA 02451
781/768-2520 x 223
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Vice President
Alan L. Faber
Executive Vice President & Director of Business Development
Accounting Management Solutions, Inc.
800 South Street, Suite 195
Waltham MA 02453
781/419-9202
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Vice President
Kevin R. Rhodes
Executive Vice President & Chief Financial Officer
PlumChoice, Inc.
5 Federal Road
Billerica, MA 01821
978/729-5520
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Treasurer
Sharon F. Merrill
Treasurer & Chairman
Sharon Merrill Associates, Inc.
77 Franklin Street
Boston, MA 02110
617/542-5300
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Secretary
Peter S. Rockett
VP, Finance & Administration
Greater Boston Chamber of Commerce
265 Franklin Street, 12th Floor
Boston, MA 02110
617/557-7358
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Academic Relations
Facilitates positive relations between the business and educational communities in the Boston area. Works to define and introduce constructive change in public and private education, with a view to enhancing understanding of the free enterprise system and the role of business and finance in contemporary American society, and of ensuring that students are well-informed about opportunities, challenges, and the worthwhile nature of professional careers in financial management. Manages the chapter program awarding scholarships and hosting other recognition events.
Bernice Bradin
Vice President / Chief Financial Officer
Lesley University
29 Everett Street
Cambridge MA 02138
617/349-8685
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Career Services and Career Planning
The Committee counsels and assists FEI members and potential members who are currently or soon-to-be in-transition job applicants, as well as those who may be working but are seeking other opportunities. Additionally, our programs, speakers and topics assist in career planning and networking for financial executives. The Committee’s focuses include resume preparation, networking, interviewing skills, in-transition topics, and setting objectives and goals. The Committee and its on-line website and database also act as a clearinghouse for job opportunities posted by recruiters and FEI members and attempts to match candidates on its roster with the qualifications and experiences called for in job postings. The Career Services database allows us to match position requirements for recruiters on a confidential basis. Via monthly meetings, the Committee plans and conducts a series of educational, networking, skill based and speaker/panel based activities and topics.
Paolo Castelli
Controller
Bingham McCutchen LLP
1 Federal Street
Boston MA
508/454 9095
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Chapter Communications
Provides timely, succinct and accurate communication to the membership, using the appropriate communications media. The committee is responsible for coordinating all general communication with the membership, including monthly newsletter, special meeting announcements such as Career Services and Professional Development programs, broadcast email meeting notices, reminders, web site maintenance and enhancements, and other membership communication as necessary. The committee is also responsible for publicizing Boston Chapter activities in the various appropriate media outlets.
Kevin P. Walsh
Executive Vice President & Chief Financial Officer
Hill Holliday
53 State Street
Boston, MA 02109
617/366-4100
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Membership Involvement
Helps to retain members by ensuring they understand and take advantage
of the benefits of being a member of the FEI. Develops material to
communicate the benefits of FEI membership. Welcomes new members
and encourages them to become involved. Organizes greeters at the
dinner meetings, so members feel welcomed. Encourages members to
use research, advocacy, professional development and career service
programs. Provides involvement activities for retired members.
Jacquie D. Arthur
Chief Financial Officer
Nakina Systems, Inc
53 State Street, 38th Floor
Boston, MA 02109
Cell: 617/729-0142
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Membership and Recruitment
Identifies and contacts prospective members, providing them with descriptive
literature concerning FEI, inviting them to join the organization, and providing
them with a membership application. Invites eligible candidates to attend a
meeting as a guest of the Chapter and acts as the candidate's host at that
meeting. Assists the candidate in completing the application for membership,
and processing all approved applications for submission to the National
Admissions Committee for formal election. Reviews new member reports received
from FEI National. Also responsible for recommending approval of discretionary
applications to the chapter board.
John J. Dion
8 Hutchins Way
Westford, MA 01886
978/846-1403
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Partner Programs
Responsible for defining the goals/objectives of the Partner program. Identifies prospective chapter Partners and builds relationships with existing Partners, including development and organization of events to maximize the mutual relationship between the Partner organizations and the members. Working with the Communications Committee, develops necessary marketing materials to support and promote the program.
Karen L. Edlund
Chief Financial Officer
International Housing Solutions, Ltd.
101 Arch Street, 15th Floor
Boston MA 02110
617/488-3278
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Meeting Programs
Identify topics dealing with significant financial, economic, management, and general interest issues, that have a wide appeal to the Chapter's members and guests. Develop the agenda for the year and arrange for presentations by prominent individuals at the monthly chapter meetings. Coordinates directly with speakers for all pre-meeting arrangements including travel coordination, audio/visual needs and biographical information for pre-meeting publicity. Serves as host to the speakers at the meetings.
Perry W. Morton
Managing Director
Baldwin & Clarke Corporate Finance, Inc.
P. O. Box 285
Marblehead, MA 01945-0285
617/697-7640
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Professional Development
Create, develop, and arrange for the communication of professional development seminars that will provide members with the opportunity to enhance their general professional knowledge and specific technical skills, to update and add to their understanding of the business community, to directly interact and compare information with their peers and to foster increased perception of their important role as a financial executive in our changing society. Coordinates with Seminar presenters and their organizations to ensure efficient and orderly seminars. Also responsible for liaison with the Chapter Administrator who handles all clerical functions related to meeting attendance and finances.
Welles C. Hatch
Adrian Loring Advisors
Senior Managing Director
60 Thoreau Street, Suite 192
Concord, MA 01742
617/500-8306
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Special Events
Responsible for arranging special events for the members of FEI to provide social activities for the members as appropriate.
Special Events Chair
Mark J. Sullivan
Corporate Vice President
TimePayment Corporation
10 Commerce Way
Woburn MA 01801
781/994-4810
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Director Emeritus / Advisor Board Initiatives
F. Gorham Brigham, Jr.
37 Perkins Street
West Newton MA 02465-2302
617/332-9306
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Chapter Administrator
Dee Calabrese
P.O. Box 303
Uxbridge, MA 01569
508-278-8006
Fax 866-582-6227
dee@feiboston.org
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Chapter Controller
James P. Andersen, Jr., CPA
Principal
Foundation Management Associates
One Adams Place
849 Willard Street, Suite 400
Quincy MA 02169
781/248-5759
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