| Ray Torto – Global Chief Economist – CBRE | |
| Robert Brown – President, Boston University | |
| Warren Bamford, FBI Special Agent in-charge Boston | |
| Kevin Sheehan – Leader Book and founder of Starbucks Music | |
| Frank Mahoney – E&Y Boston PIC | |
| Dr. Suzanne Wedel – MedFlight CEO | |
| Joe DiLorenzo - CFO & COO Plymouth Rock Studios | |
| Mark Lev - Managing Director, Fenway Sports Group | |
| David Bergers, SEC – Boston Regional Office Chief | |
| Treasurers Club Annual Social |
2009 - 2010 Calendar of Events
All meetings were held at the Harvard Club of Boston from 12:00-1:30 PM, unless otherwise stated.
Click an event date below for details.
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Dr. Raymond Torto
CB Richard Ellis' Global Chief Economist
Dr. Torto, one of commercial real estate's most renown economists and forecasters, directs CBRE’s worldwide team of commercial real estate market analysts and serves as the firm’s primary spokesperson on macro economic issues and the global commercial real estate market. Dr. Torto is a founding principal of Torto Wheaton Research (TWR) whose career spans the business, public and academic sectors. Dr. Torto began his career in the state and local governments of Massachusetts, successfully performing in various policy and line management positions. After gaining valued experience in the public sector, he built on his knowledge and expertise though the academic world, where he served as the Professor of Economics and Director of a Public Policy Institute for University of Massachusetts for 25 years.
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Robert A. Brown
President of Boston University
Robert A. Brown, a distinguished scholar of chemical engineering and an innovative leader in higher education, became the tenth president of Boston University in September 2005.
A Texas native, Dr. Brown, 57, earned B. S. and M. S. degrees in chemical engineering at the University of Texas at Austin. He received his Ph.D. in chemical engineering from the University of Minnesota, where he worked under the guidance of Professor L. E. Scriven. A member of the American Academy of Arts and Sciences, the National Academy of Engineering, and the National Academy of Sciences, among other professional societies, Dr. Brown was provost and Warren K. Lewis Professor of Chemical Engineering at the Massachusetts Institute of Technology immediately prior to his appointment at Boston University.
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Warren T. Bamford
FBI Special Agent in Charge - Boston
A 23 year veteran of the FBI – Mr. Bamford leads a diverse team in New England fighting terrorism and crime in New England. After six years as a Marine Corps officer, he joined the FBI in 1986 and has worked in Washington, New Haven, and Baltimore and headed up antiterrorism in Los Angeles. He was a sniper on the bureau's Hostage Rescue Team, leader of a SWAT unit in New Haven, and was second in command of the FBI's national Critical Incident Response Group.
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J. Kevin Sheehan
Author of “A Leader Becomes a Leader”
A Leader Becomes a Leader: Inspirational Stories of Leadership for a New Generation is a thought-provoking and much-heralded first work from nationally recognized entrepreneur and author J. Kevin Sheehan. With 207 gorgeous photographs and a splendid design from award-winning graphic artist Jan Lindy Boyce, the book lays out cinematically, with sprawling visuals that present critical themes of leadership that get little coverage in current media: The book asserts that the spirit of leadership and the core human values that underline it are universal, inherent human capacities that ''often go underestimated or unrecognized when people settle for less.'' The Determination of Nelson Mandela, The Presence of Eleanor Roosevelt, The Experiments of Mohatma Gandhi, The Decency of Cesar Chavez are some of the compelling section titles. Take a journey, and discover how some of the most consequential leaders of the last century developed into the people that we remember, and find inside this book the metaphoric struggles that make or break us on our own paths to leadership. The book is distinguished in the variety of leadership segments and iconic figures it represents. They include Abraham Lincoln, Nelson Mandela, Franklin Roosevelt, Albert Schweitzer, Katherine Graham, Neil Armstrong, Aung San Suu Kyii, Pele, and 57 others!
Free book give away and signing.
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Frank C. Mahoney
E&Y – Partner-In-Charge Boston
Frank is the Managing Partner for Ernst & Young’s Boston office. With more than 24 years of experience, Frank has served as Coordinating Partner for some of New England’s largest public and private global clients. Frank has extensive experience with internal control reporting under Section 404, acquisitions, divestitures, securities offerings and cross border transactions.
Prior to his current role, he served five years as the New England Area Industry Leader for the firm’s Retail, Consumer Products and Industrial Products practices. He has also served in Ernst & Young’s Professional Practice Department, where he was responsible for monitoring the activities of the various standard setting bodies and keeping the firm’s clients and professional staff abreast of the latest developments in financial reporting and accounting.
Frank joined Ernst & Young in 1985 with a B.S./B.A. from Boston College. A member of the Massachusetts Society of CPAs and the AICPA, he is a frequent writer and speaker on a variety of accounting topics.
In the Boston community Frank serves on the boards of the Greater Boston Chamber of Commerce, the Massachusetts Business Roundtable, Junior Achievement, and The United Way of Massachusetts Bay.
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Dr. Suzanne Wedel
CEO Boston MedFlight
Boston MedFlight is a $25M nonprofit public charity, and financially supported in part, by six Boston area hospitals: Beth Israel Deaconess Medical Center, Boston Medical Center, Brigham and Women's Hospital, Children's Hospital, Massachusetts General Hospital and Tufts Medical Center. In its almost 25 years of operation, the organization has transported over 40,000 patients.
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Joe DiLorenzo, CFO
Plymouth Rock Studios
Joe DiLorenzo is CFO and COO of Plymouth Rock Studios. Plymouth Rock Studios has plans to be the first earth-friendly, all-smart studio campus in the United States and when completed, will be the largest, green, most modern user-friendly studio complex in the world. Plymouth Rock Studios will be the catalyst for the rapid development of a major new production industry in the Plymouth area and the Commonwealth of Massachusetts.
Prior to his role at Plymouth Rock, Joe co-founded the M/D Group with former state treasurer Mr. Malone. Prior to this, Joe was also CFO / VP of Strategic Alliances for an enterprise software company serving the higher education market. Joe spent eighteen years with the Boston Celtics as a senior executive helping take the Boston Celtics public and driving many other key initiatives. Joe had leadership roles with the Boston Garden / Boston Bruins organization for eleven years prior to his role with the Celtics.
Joe has many volunteer roles including being Chairman of the Board of the Financial Executives International (FEI). Joe is a past-President of our Treasurer's Club of Boston (1991); the immediate two-term past-President of Community Work Services, Inc., the nation’s oldest employment training organization (Est. 1877) for multi, physically and/or mentally challenged individuals, providing an opportunity for these special people to gain their initial foray into the workforce; a former corporator and current member of the Board of Visitors of New England Baptist Hospital in Boston; a member of the Board of Advisors and Nominating Committee of the Greater Boston Chapter of the Salvation Army; former trustee and member of the Development Committee and the Audit Committee of Franciscan Hospital for Children in Boston.
Joe was an overseer and member of the Audit Committee of Beth Israel - Deaconess Medical Center; past treasurer of the Boston Celtics Charitable Foundation, Inc.; past Boston Chapter Vice-Chairman of the Newcomen Society of the United States and past Vice President of the Downtown North Association.
Joe graduated from Bentley College with a degree in accounting. He has been a Director or Officer of the Executive Board of the Bentley College Alumni Association since 1992. Joe served on many committees and was two-term past-President of the association and is a member of the Bentley Executives Club.
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Mark Lev, Managing Director 
Fenway Sports Group
Mark Lev has more than 20 years of sports marketing experience and leads FSG’s consulting and events practice. He was named Managing Director of FSG in 2009. Throughout his career, Lev has served as a marketing and sales consultant to many high-profile corporations and has developed and sold sponsorship programs for some of the most prestigious franchises in all of sports, including the Boston Red Sox and Boston Celtics. Prior to joining FSG, Lev spent 14 years with the Boston Celtics, where he developed a wide range of marketing and sponsorship initiatives. During his tenure with the Celtics he also served as the Executive Director of the Red Auerbach Youth Foundation.
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David Bergers, SEC
Boston Regional Office Chief
David P. Bergers has served as Director of the Boston Regional Office of the U.S. Securities and Exchange Commission since 2006. The SEC’s Boston Office is responsible for the SEC’s enforcement and examination programs in Massachusetts, Connecticut, New Hampshire, Maine, Vermont and Rhode Island, with approximately 1100 investment advisers, 60 investment company complexes, 500 broker-dealers and over 500 actively traded public companies located in the region.
Prior to his appointment as Regional Director, Mr. Bergers served in a number of enforcement positions of increasing responsibility, including head of enforcement in Boston. He has headed hundreds of SEC investigations into broker-dealer and investment adviser fraud, insider trading and financial fraud, and has helped recover over $1 billion for investors. During the past year, he also has played an ongoing national leadership role in implementing a significant reorganization of the national enforcement division, including the formation of specialized units and a streamlined management structure. Mr. Bergers has practiced with law firms in Philadelphia and Boston and also has served as a vice president and assistant general counsel of a regional broker-dealer. A recipient of a Lawyer of the Year Award from Massachusetts Lawyers Weekly (2006), Mr. Bergers obtained his bachelor’s degree from Eastern Nazarene College in 1989 and his law degree from Yale Law School in 1992.
The Treasurer’s Club Annual Social is an event not to be missed. Please join us for dinner on June 3rd, during which you and your guest will enjoy a unique dining experience at The Rustic Kitchen, owned by Jim Cafarelli and his wife Kathy with partner and award-winning chef Tom Holloway. This year, we have reserved a room at this renowned restaurant that consistently earns rave reviews by foodies in and beyond Boston year after year.
The evening will begin with a cocktail reception from 6:30 to 7:30 p.m., featuring great appetizers and cocktails. From there, we will take our seats and enjoy expertly prepared Italian and New American fare in the restaurant’s beautifully designed bistro-style atmosphere.
The Rustic Kitchen is located in Park Square (210 Stuart St.) in Boston. Go to www.rustickitchen.biz for more information.
Space is limited to the first 90 people. Bring your spouse, friend or just yourself! The Annual Social is a great way to wrap up the Club’s year, so please don’t miss it!
$70 per person all inclusive!