Chair - Steve DiPietro, New England Practice Leader, Deloitte & Touche LLP
Steve is the New England Practice leader for Deloitte’s Growth Enterprise Services group, focused on serving and advising middle market and privately held companies. Steve also serves as the Finance Transformation and IFRS program management office (PMO) leader for New England and has responsibility for the Northeast IFRS PMO for the commercial practice. Steve focuses on assisting companies in areas of financial close, consolidating and reporting, controls, management reporting and accounting convergence and International Financial Reporting Standards (IFRS) assessment and adoption. Prior to his current role, Steve was an audit partner and practice leader in our Tech-Venture Center serving early stage venture-backed and public technology companies in the software, services and telecommunications industries. He has extensive SEC reporting experience, as well as significant experience with mergers and acquisitions and related registration statement filings. Steve has over 25 years of experience serving clients. Steve is a member of the Massachusetts State Board of Accountancy and the American Institute of Certified Public Accountants. A graduate of Merrimack College, he has been active in a number of local technology and community organizations, previously serving on the Boards of the Massachusetts Electronic Commerce Association and Mental Health and Retardation Services, Inc.
Vice-Chair - Lisa Thompson, Principal, Monitor Deloitte LLC
Lisa Thompson is a Principal in Monitor Deloitte’s Strategy Practice, where she helps clients with issues focused on profit improvement, pricing, general strategy and uncertainty. Deloitte acquired the Monitor Group in 2013, when Lisa was a senior partner with the Monitor Group and served on the firm’s Board of Directors. With 15 years of experience in the strategy and tactics of pricing, marketing and sales, Lisa Thompson’s business consulting practice on the intersection of making those strategies implementable in the field. Most recently Lisa was a Senior Partner and member of the Board of Director of Monitor Group. She joined Monitor when the Strategic Pricing Group (SPG), was acquired by the firm in 2005. Lisa joined SPG in 1996 with a background in sales, sales management, and marketing. She managed the firm’s Chicago office, and led the Manufacturing Practice and the Medical and Hospital Products Practice. An established speaker, Lisa has presented a variety of topics, including best practices in pricing, communicating value to customers, and pricing in the medical products market space to audiences that include Financial Executives International (FEI), the Institute for International Research (IIR), Pricex, Professional Pricing Society, PROS Pricing Solutions, Sales and Marketing Executives International (SMEI), the University of Chicago Executive Education Center, and AT&T Learning Center. Lisa lives in the Boston area with her husband and their two children.
Treasurer – David Gaw
David Gaw is a Boston based commercial real estate executive and investor. He currently serves as an independent director and Chairman of the Audit Committee of the Plymouth Opportunity REIT, Inc. He also is on the advisory board of Rivermoor Energy a development and investment company specializing in solar energy. He is the former Chief Financial Officer of Pyramid Hotels & Resorts, Heritage Property Investment Trust and Boston Properties. David has served on the finance committee of the town of Lynnfield and on the Boston advisory board of Catholic Charities. David received a B.S and an M.B.A. from Suffolk University.
Secretary – Ann Carter, Founding Partner, Rasky Baerlein Strategic Communications
Ann Carter, one of the firm’s three founding partners, oversees the performance of Rasky Baerlein Strategic Communications, one of the largest full-service public relations agencies in the US. Since her appointment as CEO in January 2007, the firm has grown by 20 percent in revenues, increased its staff by nearly 40 percent and has been recognized for multiple industry awards. Ann brings more than 30 years of experience in developing proactive strategies for the firm. Prior to joining Rasky Baerlein in 1994, Ann was vice president at Winthrop Financial Associates, one of the nation’s largest real estate investment and management companies, where she was responsible for investor and corporate relations. Additionally, she held public relations and investor relations roles at Boston Edison Company (predecessor to NSTAR). Ann also serves in a number of volunteer capacitates. She is a trustee for the Boston Arts Academy and the Massachusetts Taxpayers Foundation, and an advisor to numerous nonprofits. She is a member of the Bentley Executive Club of Boston and served previously on the Board of Directors and as Chair of the Audit Committee for Abington Savings Bank. Ann earned a bachelor’s degree in accounting and a minor concentration in business communications from Bentley College and a master’s degree in business administration from Babson College.
Jim Bodor, Director of Product, WGBH
Jim Bodor is a senior digital product development professional with over 20 years experience in the news media industry. Prior to joining the WGBH team as Director of Product he served as Director of Product Development of Boston.com where he oversaw the product development efforts of the largest news and information web site in Boston and the 7th largest such site in the nation. Earlier in his career, Jim served in a variety of capacities at New York Times Co. newspapers, including time as an award-winning business reporter. Jim is a graduate of Fairfield University, and lives in a 140-year old house with his wife and three children. His passion for literacy and reading was kindled when he accepted his first job as a teenager at a public library in Connecticut.
Paul Buta, President, Choiceplex LLC
Paul has worked for over 30 years at the intersection of marketing and technology, and is currently president of Choiceplex, using big data to marketing challenges while maintaining consumer privacy. Previously, he was co-founder and COO of Optas, a marketing services company focused on improving healthcare through better patient relationships. He has held management positions at Dun & Bradstreet, AC Nielsen and IMS Health. Paul has an MBA from the University of Chicago Booth School of Business, and lives with his wife and daughter in Boston.
Andrew Cabot, President, Privateer International
Andrew is the President of Privateer International, the only exclusive rum distillery in New England. Prior to starting Privateer, Andrew was President & CEO of Content Objects, Inc. in Cambridge, MA. In 2001, Andrew was hired to handle the merger and restructuring of Metrix Systems in France where he served as COO. Andrew has built his experience in the computer software industry including serving as VP, Marketing & Business Development for RadView Software, LTD and initially starting his career, serving as Product Marketing Manager and Product Manager for companies including Computer Associates, International. Andrew serves on numerous boards including Boston Leaders for Education, Friends of the Public Garden, and Conservatory Lab Charter School. Andrew has a B.A. from Northeastern University and a M.Ed from Harvard University Graduate School of Education. Andrew, a self-proclaimed history buff, lives in Beacon Hill.
Christine Freyermuth, Partner, Price Waterhouse Coopers
Christine is an audit partner in PwC’s Northeast Health Industries/Higher Education Practice. She has over 18 years of diverse experience serving clients across the entire healthcare continuum and education institutions. Her knowledge and expertise extends across a broad range of clients and includes experience with both for not for profit and for profit organizations, including SEC registrants. Previously, Christine spent 5 years in the mergers and acquisitions practice. Christine’s experience has allowed her to develop extensive relationships within the business community and with colleagues at the firm. Christine leverages these relationships in delivering service to her clients. Christine prides herself on bringing value added expertise to her clients as they resolve complex accounting and reporting matters. Christine is a member of the Massachusetts Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Christine earned both her undergraduate and graduate degrees from Bentley University. Christine, her husband and 4 young children live in Needham MA.
Joshua Hebert, Founder and CEO, Magellan Jets
Joshua founded Magellan Jets in 2008, melding his passion for aviation with his knowledge and expertise in financial relations which he gleaned from serving at the prestigious of Shearson Lehman, Sands Brothers, and Paine Webber. In 2000, Joshua helped build Jets.com, a private jet company, where he served as sales and marketing director. During his time with Jets.com, Joshua led the sales team in 2001 by increasing the company’s growth by an astounding 600 percent. Prior to making his mark at Jets.com, Joshua applied his sales magic at The Boston Business Journal, a division of American City Business Journals, Inc., a Conde Nast company. As the Journal’s sales manager in 1997, he boosted sales by an incredible 800 percent margin and earned the company its highest sales award for the next three years. In addition to Raising A Reader MA, Joshua serves on the board of directors for The Heath Evans Foundation, Iowngreen.com, and, previously, Jets.com. He is now the chairman of the board at Magellan Jets.
Sharad Joshi, President & COO of Microline Surgical Inc. in Beverly, MA, and its wholly owned subsidiary, Starion Instruments Corp., Sunnyvale, CA
Sharad has over 20 years of experience in the medical device field including leadership positions in Business Development, Marketing, Sales, and R&D. In addition to his experience at Boston Scientific and Alliant Medical Technologies, he was the Founder, President, and CEO of Blue Torch Medical Technologies. Sharad now resides on the Board of both Starion and Microline and has served as a Trustee, and is past President of his church in Grafton. He lives with his wife and two children in Hopkinton, MA.
Jessica Lutzker, Assistant Director MBA, Admissions, Harvard Business School
Jessica Lutzker’s career has spanned the field of business and marketing. A graduate of Duke and Harvard Universities, Jessica has worked in marketing for CVS, Tripadvisor, Lycos, and as an independent marketing consultant for private companies and universities. She has been involved in various local organizations and is current co-President of the Harvard Business School’s Women’s Association of Boston. She is also a member of the HBS Community Action Partners Consultant, Combined Jewish Philanthropies’ Women’s Philanthropy Executive Committee Member, and a Frances Jacobson Early Childhood Center Board Member. She hopes to bring her passion for community and early education to the board of Raising A Reader MA.
Dave Richter, Sales Director, Jeteffect
Dave joined Jeteffect from the CitationAir division of Cessna Aircraft. Before Cessna, he worked for several smaller jet aircraft brokerages. Prior to his business aviation career, Dave managed money for investors at Magnum Portfolio Management, Smith Barney and Prudential Securities. He is a graduate of the University of Massachusetts Amherst. Currently Dave is the President of the Massachusetts Business Aviation Association (MBAA), board member of the University of Massachusetts Amherst Alumni Association and was the founding Chairman of the Jumpstart Young Professionals Board. He is on event committees for Mass General Hospital Cancer Center 100, Children’s Hospital Boston Texas Hold ‘em Tournament and is an annual 100 miler for the Rodman Ride for Kids supporting The Sports Museum.
Stefan Spazek, Senior Vice President, Capital Advisors Group
Following a carefully designed path, has dedicated his career to gathering knowledge and building expertise in the fields of marketing, communications and business development for professional and financial services organizations. For the past two years Stefan has served as head of east coast business development for Capital Advisors Group, a leading institutional investment firm, helping CFOs develop corporate cash investment strategies and counseling companies on raising debt finance. Previously, Stefan spent five years as the firm’s marketing director, during which time assets under management increased more than $1.5 billion. Earlier in his career, Stefan successfully managed both media and community relations activities in New England for the second largest professional services firm in the world; and provided branding and communications counsel to billion dollar marketing agency clients.
Michael Sperlinga, Managing Director and Financial Advisor, Morgan Stanley Wealth Management
Over the course of an eighteen year career, Michael has developed and maintained a notable book of clients. Michael’s unique approach to financial management begins with a thorough study and daily review of the events impacting the global and national macroeconomic landscape. A graduate of Bentley University, Michael has been closely involved with numerous Boston area non-profit organizations such as the Make A Wish Foundation, Friends of the Esplanade, Dana Farber, and Champions for Children’s Hospital.
Robert White, Vice President and Financial Advisor, Merrill Lynch Wealth Management
Robert continues a family tradition of providing multi-generational wealth management to established families and corporate entities. In addition to a holistic approach for individuals, I focus on the specific financial planning needs of non-profits, planned giving, women and lifestyle protection. Robert has involved himself in numerous local and national non-profits, including but not limited to: Massachusetts Children’s Trust Fund, Dana Farber Cancer Institute Leadership Council, Museum of Fine Arts, Museum Council Patron, Beacon Hill Civic Association, Boston Athenaeum and more.
John Simon, Board Chair Emeritus and Co-Founder, GreenLight Fund
John Simon is an entrepreneur in both the nonprofit and for-profit worlds. He is a Managing Director of General Catalyst Partners, and was Founder, Chairman and CEO of UroMed Corporation, a start-up which merged to form Alliant Medial Technologies. John is currently a board member of Bridgeport Networks, Inc.; GTESS Corporation; MFORMA Group, Inc.; OutStart Inc.; ProfitLogic, Inc.; M-Qube, Inc.; Maven Networks, Inc.; MillenniaNet, Inc.;Taleo, Inc.; and Vette Corp., which are all active General Catalyst investments. In the nonprofit sector John is co-founder of The Steppingstone Foundation in Boston and founder of KEEN, based at Oxford University in England. John earned a BA from Harvard University and an MA from Oxford University where he was a Rhodes Scholar.