Membership
How To Join
If you satisfy the membership qualifications described below, you may request membership by filling out a Membership Application and sending it by e-mail to Dee Calabrese.
The Treasurers’ Club remains the preeminent professional organization for financial leaders in Boston. The membership is comprised of senior financial executives of prominent and leading companies in the Greater Boston community. This unique club attracts financial executives from business, government, and non-profit industry sectors. The Club offers access to high profile and influential speakers from a variety of industries providing valuable insight and perspective on current topics of interest. The Club provides a forum for informal meetings in a friendly and open atmosphere, and encourages networking with peers. Members benefit personally and professionally through their active participation in a variety of activities:
Mission Statement
Monthly luncheon meetings at the Harvard Club provide an opportunity for relaxed conversation in a prestigious and elegant setting. Members are entitled to bring guests to the meetings and, thereby, extend the networking opportunity to other executives within their organization or to executives from other companies.
Guest speakers offer an opportunity for members to hear relevant and informative presentations, which encourage discussion on a variety of topics of local interest. Each month a speaker from a different industry is featured to ensure balance, variety and to broaden members’ knowledge base outside of their own industry. Speakers are chosen from finance, government, manufacturing, non-profit, the media, sports, law enforcement, health care, banking, technology, and education as well as other sectors.
The Annual Spring Social provides an entertaining and elegant conclusion to the Club calendar year. This annual event is an ideal forum for furthering relationships in a social setting with peers, guests and spouses.
The published membership directory provides a reference list to encourage communication among members. The directory is sorted by name and organization to enhance its utility. Members are encouraged to contact each other to exchange ideas, cutting edge business principles and best practices.
For Current Members
Has your work or personal information changed? Send an e-mail to our Club Administrator, Dee Calabrese to notify her of your updates, so that our directory information can be as current as possible.
About Dues & Fees
The Club is thriving and it offers tremendous value!
- Membership: $225 ($60 for retirees)
- Luncheons: $50 ($35 for retirees)
- Meal Plan: $350 ($215 for retirees)
Please consider the Meal Plan - subscribing to all nine luncheons now results in a 22% savings (32% for retirees). The Meal Plan greatly reduces the administration of processing monthly luncheon payments. The Meal Plan saves time and money for you and the Club. Pay your annual dues, join the meal plan, or both.
Guidelines For Membership
| A. | Qualifications |
| 1. | Active Members |
| To qualify for active membership in the Treasurers' Club of Boston, a candidate must be a senior financial officer of the company by which he/she is employed, a prerequisite in itself implying that he/she is a member of senior management bearing top-level responsibility and authority for conducting the financial affairs of the organization. In the very large companies, there may be more than one senior financial officer, but probably not more than two that qualify: the Club's officers may in such a case invite or approve a second officer to be an active member. In the smaller companies, there generally will be only one senior financial officer. It is anticipated that titles for such positions may be Financial Vice President, or equivalent, Vice President and Treasurer, or Vice President and Controller, with some variation in such titles. It shall be the candidates responsibility to provide to his sponsor and to the officers of the Treasurers' Club (who act on matters of membership), adequate evidence that he/she holds a position of senior financial officer rank, responsibility, and authority, and is personally well-qualified for membership. | |
| 2. | Retired Members |
| The category of Retired Membership shall apply to any formerly active member who no longer exercises an active role for an employer on a full time basis in Senior Financial Management, and who has retired while a member. Retired members are most welcome participants in the Club's activities and are recognized by being charged only a nominal amount for dues and meetings. | |
| 3. | Honorary Members |
| The category of Honorary Membership will pertain to persons who, upon recommendation of the officers and by vote of the membership, are recognized for having performed outstanding service to the Club and/or who have served with distinction in senior management in the Boston community. | |
| B. | Procedure re: Candidate Recommendations |
| Upon satisfying oneself that a candidate meets the above stated qualifications, an active member in good standing may propose the candidate, in writing, to the Secretary/Treasurer. Evidence supporting senior financial officer rank and responsibility should be provided by the sponsor. Should the candidate not be well known to the officers, it will usually be requested of the sponsor that he/she invite the candidate to attend a regular meeting of the Club for the purpose of meeting the officers and other members. The officers will act upon the membership proposal within a reasonable period of time. If the candidate is disapproved, the Secretary/Treasurer shall notify the sponsor; if admitted, the Secretary/Treasurer shall notify the candidate and the sponsor by letter. If you would like a Membership Application, click on the following link: Treasurers’ Club of Boston Membership Application Form, or send an e-mail to Dee Calabrese. |
|
| C. | Participation |
| An original and continuing purpose of the Club is to provide frequent occasions for informal, sociable and interesting meetings of senior financial officers of leading companies in the Boston community. For an individual, the value of membership is quite directly related to the true nature of one's interest in the Club and ability to attend meetings. It is desired that all members - old as well as new - attend at least three meetings each year. In cases involving candidates where the prospect for active participation and reasonably regular attendance (50 percent is considered reasonable) is not promising, membership is discouraged. It is hoped that members will keep this in mind and explore the subject with candidates when considering the question of sponsorship. Members are encouraged to bring guests, or when they are unable to attend, to invite a senior associate to attend in their place. |