The key to being a successful COO and CFO is your ability to tap other resources in your industry. The networking is invaluable in terms of building relationships.
- Terry Olson
COO & CFO, THL Credit
The conference welcome reception kicks off at 6pm on Wednesday; there are optional business sessions starting at 3pm for those interested in earning additional CPE credits. Discuss best practices, current trends, and other pressing industry issues within intimate roundtable and general session formats. In addition to the business content, attendees are invited to participate in an afternoon leisure activity on Thursday. The conference concludes on Friday at noon.
John Ondrasik, who goes by Five for Fighting (a five-minute penalty for on-the-ice fist-a-cuffs), burst on the scene with his Grammy Award-nominated hit "Superman (It's Not Easy)," in 2000 and has been a mainstay on mainstream radio ever since.
Ondrasik also uses his music to support causes dear to his heart. He has given away a million copies of a five-volume compilation album he created for United States troops and he has performed regularly for the USO. He has also raised more than $250,000 for five designated charities: Augie's Quest, Autism Speaks, Fisher House Foundation, Save the Children and Operation Homefront. John is also a featured speaker for Ted Talks.
John Ondrasik is an extraordinary musician, as well as a thought-provoking speaker. We were fortunate enough to have him speak and perform on Necker Island and all the guests were captivated by him.
- Richard Branson, Virgin
Mark Allen, CFO, General Catalyst Partners
Kyle Burrell, Partner, EY
April Evans, Partner & CFO, Monitor Clipper Partners
Susan Gillick, Managing Partner, Standish Management
Cheryl Goyette, CPA
Andrew Hansen, CFO & CCO, 137 Ventures
Stephen Henkenmeier, Managing Director and CFO, STG
Terry Olson, COO & CFO, THL Credit
Alexia Pearsall, CFO, Guidepost Growth Equity
The Boston Private investment team share their insights on the macroeconomic and market outlook.
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Boston Private today released the "Why of Wealth", a comprehensive survey unveiling the psychological factors playing into how Americans interact with their wealth. This new report aims to unearth the emotional relationship we have with our finances: why we pursue wealth, how wealth makes us feel, what are the ‘costs’ of wealth, among others.
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Washington policy expert, Doug Fisher; Sullivan & Worcester's tax law expert and partner, Amy Sheridan; and Boston Private’s Managing Director, Brian Lopez as they review the new tax cuts for pass-through entities and small businesses, including planning tips and considerations to maximize the benefits under the new law.
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The Boston Private Investment team shares their insights on increased market volatility, economic indicators and how they are managing client portfolios now and in the near term. Boston Private Wealth Strategist, Alyssa Do, J.D., LL.M, will discuss the impact of the new Tax Cut and Jobs Act on estate planning.
Learn MoreRichard Branson quote courtesy of Premiere Speakers Bureau.
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