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

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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 Comptroller/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 with 10,000 of their finance peers ▪ They have access to the C Suite in their companies

FEI Boston Partners make BIG Things Happen. Be a Part of the Change We Make. KEY BENEFITS OF PARTNERSHIP FEI is truly vested in its partnerships being successful! Thanks to • On a rotating basis, chapter our partners' financial support and specialized expertise, we sponsors are profiled at our provide the highest quality programs and speakers, outstanding monthly Executive Events content for our professional development seminars, academic scholarships to the best and brightest, and assist our fellow • Partners are provided one members who are seeking their next opportunity. These are but complimentary dinner at our a few of the many areas of teamwork and collaboration with our Executive Events along with valued partners. unlimited attendance for colleagues or guests at Our speaker line up is impressive! Below name just a few. regular member pricing. • Warren G. Dibble, Harpoon Brewery, Senior Vice • Partner's logos are President & Chief Financial Officer prominently displayed on the • Aviva Sapers, CEO, Sapers & Wallack, Inc. home page of the FEI Boston • Cristie Hanaway, Senior VP, Property & Casualty, Hilb website and a dedicated Group New England Partners page will include • Phil Holberton, Chair - CEO/Executive Peer Groups your logo, address and • Michael Scipione – CEO of Weston & Sampson contact information along • James Lundrigan – President Electronic Environments Inc with a Partner Blog Page. • Kristy Gonsalves, CPA, Associate Director, The Siegfried • Partners may submit articles Group, LLP to our newsletter along with • John Rex, President, Rex Executive Leadership LLC spotlights. • Beth Kurth, Partner, Conway Communications • Access to the FEI Boston • Ellen Richstone, Independent Board Director Member Directory • Larry Stybel, Psychologist • You have the opportunity to • Tracey Keevan, Tax Partner, PwC US Mutual Funds Tax provide a speaker for our Technology Leader events. • Nicole Sahin, Founder & CEO of Globalization Partners • Anne Mostue, Anchor/Reporter at Bloomberg LP • You can join our • Steve DiFillippo, Chef,Owner, CEO, Davio’s Northern committees. Italian Steakhouse • Participation in the Partners Soiree with access to our key leaders.

FEI’s Current Member Statistics

NATURE OF ENTITY Public Company 25.30% Private Company 55.48% Non-Profit Organization 8.84% Other 10.38%

Company Size: Annual Revenue Less than $50 Million 26.66% $50 to $99 Million 12.50% $100 to $499 Million 24.45% $500 to $999 Million 7.91% $1 to $5 Billion 12.08% More than $5 Billion 16.25%

Titles/Job Functions C-Suite Level 42.56% · CFO, CAO, etc.

EVP/SVP/VP – All Categories 10.36% Director – All Categories 12.61% Controller/Comptroller/Treasurer 7.65% Sr. Mngr/Mngr – All Categories 4.50% · Finance, Accounting, etc.

Academic 4.05% Other 18.27%

FEI Boston’s Current Partners

AAFCPAs Addison Group CBIZ & MHM 21 East Main Street 100 High Street 5th Floor 500 Boylston Street, 4th Floor Westborough, MA 01581 Boston, MA 02110 Boston, MA 02116

Tel: (508) 366-9100 Tel: 617-426-6300 Tel: 617- 999-9475 Contact: Matthew Boyle Contact: Brian Bednarek Contact: Raul Socha Partner & Chief Marketing Officer Branch Manager Vice President, Risk Management & Insurance

Ernst & Young, LLP Cresa Boston Citizens Bank, N.A. 200 Clarendon Street 200 State Street, 13th Floor 28 State Street, MS 1410 Boston, MA 02116 Boston, MA 02109 Boston, MA 02109

Tel: 617-565 -0820 Tel: 617-758-6026 Tel: 617- 994-7443 Contact: [email protected] Contact: Tim Myllykangas Contact: Dave Bugbee Senior Manager, Financial Managing Principal Managing Director Accounting Advisory Services

People’s United Bank HILB Group/Sapers & Wallack Landmark Real Estate Advisors One Post Office Square 275 Washington Street, #205 810 Memorial Dr # 111 Boston, Massachusetts 02110 Newton, MA 02458 Cambridge, MA 02139

Tel: 617-449-0354 Tel: (617) 225-2600 Tel: 617-906-567 Contact: Amy LeBlanc Hackett Contact: Aviva Sapers, Contact: Eric Solem, Managing Director CEO Principal

Pricewaterhouse Coopers, LLP Robert Half International Sage Intacct 101 Seaport Boulevard, # 500 125 High Street, 20th Floor 300 Park Avenue, Suite 1400 Boston, MA 02210 Boston, MA 02110 San Jose, CA 95110

Tel: (617) 530-4098 Tel:(617) 951- 4000 Tel: 781-405-7213 Contact: Andrew Macwilliam Contact: Corey Adams Contact: Mark Spadorcia Partner Regional President Account Executive

The Siegfried Group, LLP Wells Fargo Advisors, LLC One International Place, 14th Flr Two International Place, 20th Flr Boston, MA 02110 Boston, MA 02110

Tel: 617-204-9592 Tel: 617-854-1966 Contact: Stephanie Scoleri, Contact: Kellie D. Jacques, CFP®, Director & Leadership Advisor First Vice President - Investments