FEI Partner Program Financial Executives International (FEI) Is the Preeminent Professional Association of Financial Executives

FEI Partner Program Financial Executives International (FEI) is the preeminent professional association of financial executives. The Boston Chapter is one of the largest chapters with 600 members representing more than 500 organizations in Greater Boston and throughout New England.

Who Are FEI Boston Members?

Their Titles: Chief Financial Officer Vice President of Finance Audit Committee member

Vice President of Chief Accounting Officer Senior Manager Planning and Analysis

Vice President of Controller Vice President of Taxes Risk Management

Vice President of Pension Director of Finance, Taxes, Treasurer Fund Investments Treasury or Accounting

Their Companies:

. $2 million in net worth or $6 million in capital (combined net worth and long-term debt) or $10 million or more in annual revenues. . $8 million in operating expenses . $200 million in total assets (Financial Institutions) . $40 million total assets (Government corporations /authorities)

Their Connections:

. They come from all industries . Our members are THE Financial leaders of Boston . They have nationwide connections . They have access to the C Suite in their companies

FEI Boston Partners make BIG things happen. KEY BENEFITS OF Be a part of the change we make. PARTNERSHIP

FEI is truly vested in its partnerships being successful! • On a rotating basis, chapter Thanks to our partners' financial support and specialized sponsors are profiled at our expertise, we are able to provide the highest quality monthly Executive Events programs and speakers, outstanding content for our professional development seminars, academic scholarships • Partners are provided one to the best and brightest, and assist our fellow members complimentary dinner at our who are seeking their next opportunity. These are but a Executive Events along with few of the many areas of teamwork and collaboration with unlimited attendance for our valued partners. colleagues or guests at regular member pricing. Already in 2017 season, we have the privilege of hearing from well renowned speakers, including the following: • Partner's logos are prominently displayed on the  Jenna O. Switchenko, Risk Assurance Director, PwC home page of the FEI Boston  Ravinder Thota, Executive Director, Analytics and website and a dedicated Data Management Leader, EY Partners page will include  John Decker, career consultant, author, speaker your logo, address and contact information along  Ed Wallack, Treasurer, Sapers & Wallack with a Partner Blog Page  L. Joseph Comeau, Managing Director – Boston, Andersen Tax • Partners may submit articles  Valentina Midura, Senior Managing Director, BDO to our newsletter along with Capital Advisors spotlights  Peter Markell, Executive Vice President of • Access to the FEI Boston Administration and Finance, CFO & Treasurer, Member Directory Partners HealthCare  James E. Scammon, Chief Financial Officer, Bose • You have the opportunity to Corporation provide a speaker for our events  Stephen M. Chipman, Chief Executive Officer, Radius • You can join our committees  Matthew Boyle, Partner at AAFCPA’s • Participation in the Partners  Sam Pease, Principal of Talentnav Associates, LLC Soiree with access to our key  Geoffrey Tootell, Executive Vice President and the leaders Director of Research at the Federal Reserve Bank of Boston  Kim Littlefield, SVP at Keystone Partners

FEI’s Current Member Statistics

NATURE OF ENTITY Public Company 29.70% Private Company 58.30% Non-Profit Organization 5.40% Other 6.60%

Company Size: Annual Revenue Less than $50 Million 26.40% $50 to $99 Million 10.70% $100 to $499 Million 23.50% $500 to $999 Million 7.90% $1 to $5 Billion 15.50% More than $5 Billion 16.00%

Titles/Job Functions C-Suite Level 25.10% · CFO, CAO, etc.

EVP/SVP/VP – All Categories 19.90% Director – All Categories 7.80% Controller/Comptroller/Treasurer 7.60% Sr. Mngr/Mngr – All Categories 3.20% · Finance, Accounting, etc.

Academic 3.10% Other 33.30%

FEI Boston’s Current Partners

AAFCPAs Anderson Tax LLC Addison Group 21 East Main Street 125 High Street, 16th Floor 100 High Street 5th Floor Westborough, MA 01581 Oliver Street Tower Boston, MA 02110

Boston, MA 02110 Tel: (508) 366-9100 (Tel) 617-292-8412 Tel: 617-426-6300 Contact: Matthew Boyle Contact: Brian Bednarek

Contact: Jim Dondero Managing Director – Valuation Services [email protected]

BDO USA, LLP Two International Place, 4th Floor Ernst & Young, LLP Boston, MA 02110 Cresa Boston 200 Clarendon Street

200 State Street, 13th Floor Boston, MA 02116 Tel: 617-422-7537 Boston, MA 02109 Contact: Dan Jones Tel: 617-565 -0820 Tel: 617-758-6026 Contact: [email protected] Contact: Tim Myllykangas

People’s United Bank Grant Thornton, LLP One Post Office Square 75 State Street, 13th Floor Tel.: 913.558.5247 Boston, Massachusetts 02110 Boston, MA 02109 Contact: Steve Ruben, CPA Tel: 617-449-0354 EVP-Production Tel: 508-926-2492 Contact: Amy LeBlanc Hackett [email protected] Contact: Jarrod VanderWerken Regional Manager – Corporate Banking

Robert Half International 275 Washington Street, Pricewaterhouse Coopers, LLP 125 High Street, 20th Floor Suite 205 101 Seaport Boulevard, Suite 500 Boston, MA 02110 Newton, MA 02458 Boston, MA 02210 Tel:(617) 951- 4000 Tel: (617) 225-2600 Tel: (617) 530-4098 Contact: Corey Adams Contact: Edward Wallack Contact: Andrew Macwilliam

The Siegfried Group, LLP One International Place, 14th Floor Webster Bank Boston, Ma 02110 100 Franklin Street Wells Fargo Bank Boston, MA 02110 Commercial Banking Group Tel: (302) 383-1186 101 Federal Street, Suite 2020 Contact: Stephanie Scoleri, Tel: 617-717-6825 Boston, MA 02110 Director Contact: Raymond C. Hoefling Tel: 617-310-8009 Contact: David M. Crane