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January 2025 Quarterly Meetings - Boston, MA

Schedule: January 30-31, 2025

 

Thursday, January 30
American Ancestors Headquarters
97 Newbury St., Boston, MA

Friday, January 31
American Ancestors Headquarters
97 Newbury St., Boston, MA

8:45 am 

Continental Breakfast

9:00 am 

Plenary Session

10:00 am 

Development Committee

11:00 am 

Break

11:15 am 

Investment Committee

12:30 pm 

Lunch

1:30 pm 

Finance Committee

2:30 pm 

Audit Committee

3:00 pm 

Executive Committee

4:00 pm 

Board of Trustees Meeting

5:00 pm

Cocktail Reception

 

 

THURSDAY, January 30
5:00 p.m. Eastern Time

Cocktail Reception
97 Newbury Street, Boston, MA

Participants:  All Trustees, Councilors, Honorary Trustees; registration required

Click here to register for the reception

 

 

FRIDAY, January 31
8:30 a.m. Eastern Time

Continental Breakfast
Brue Family Learning Center 

Participants: All Trustees, Councilors, and Honorary Trustees; registration required

IN-Person Option: Click here to register

 

FRIDAY, January 31
9:00 a.m. Eastern Time

Plenary Session
Brue Family Learning Center

Participants: All Trustees, Councilors, and Honorary Trustees; registration required

IN-Person Option: Click here to register

or

ZOOM Option: Click here to register

 

FRIDAY, January 31
10:00 a.m. Eastern Time

Development Committee
Brue Family Learning Center

Participants: Development Committee Members; registration required

IN-Person Option: Click here to register for Development Cmte. 

or

ZOOM Option: Click here to register for Development Cmte.

Development Committee members:

M. David Sherrill (Chair)Rebecca Madsen (Councilor)
Robb Aley Allan (Trustee)Rebecca M. Rogers (Councilor)
Brady Brim-DeForest (Trustee)Susan Van Allen (Councilor)
Susan Carlson (Trustee)Tawny Welch (Councilor)
Richard Batchelder (Councilor)David M. Trebing (ex-officio)
Peter Brown (Councilor)Ted MacMahon (Chief Advancement Officer)
Mark Ferguson (Councilor)Ryan J. Woods (President & CEO)

 

 

FRIDAY, January 31
11:15 a.m. Eastern Time

Investment Committee
London Boardroom
 

Participants: Investment Committee Members; registration required

IN-Person Option: Click here to register for Investment Cmte.

or

ZOOM Option: Click here to register for Investment Cmte.

Investment Committee members:

Jonathan B. Treat (Chair)Bill Griffeth (Councilor)
John E. Corcoran (Treasurer)Jay Goetschius (Councilor)
Mark T. Cox, IV (Trustee)Beverly L. Hamilton (Councilor)
Gerard A. Halpin, III (Trustee)Stephen J. McCarthy (Councilor)
Andrew P. Langlois (Trustee)David M. Trebing (ex-officio)
Mark Kimball Nichols (Trustee)Bruce Bernier (CFO)
Ryan D. Taliaferro (Trustee)Ryan J. Woods (President & CEO)
Eric N. Ward (Trustee) 

 

FRIDAY, January 31
12:30 p.m. Eastern Time

Luncheon
Brue Family Learning Center

Participants: All Trustees, Councilors, and Honorary Trustees; registration required

IN-Person Option: Click here to register for Lunch

 

FRIDAY, January 31
1:30 p.m. Eastern Time

Finance Committee
London Boardroom

Participants: Finance Committee Members; registration required

IN-Person Option: Click here to register for Finance Cmte.

or

ZOOM Option: Click here to register for Finance Cmte.

Finance Committee members:

John E. Corcoran (Treasurer and Committee Chair)Michael Dunn (Councilor)
Nordahl L. Brue (Trustee)Cheryl L. Edwards (Councilor)
Mark Thomas Cox, IV (Trustee)Sarah Gunderson (Councilor)
Gerard A. Halpin, III (Trustee)Beverly L. Hamilton (Councilor)
Brenda L. Johnson (Trustee)Edmund D. Kellogg (Councilor)
Andrew P. Langlois (Trustee)Alice B. Schroeder (Councilor)
Thomas B. Hagen (Trustee)Roger T. Servison (Councilor)
Jo Anne Makely (Trustee)David N. Smith (Councilor)
M. David Sherrill (Trustee)Thomas R. Wilcox, Jr. (Councilor)
Jonathan B. Treat (Trustee)Frank C. Ripley (Honorary Trustee)
Brent J. Andersen (Councilor)David M. Trebing (ex-officio)
Sumner E. Anderson (Councilor)Bruce Bernier (CFO)
Marc E. Chardon (Councilor)Ryan J. Woods (President & CEO)
Prudence S. Crozier (Councilor) 

 

FRIDAY, January 31
2:30 p.m. Eastern Time

Audit Committee
Freeman Conference Room

Participants: Audit Committee Members; registration required

IN-Person Option: Click here to register for Audit Cmte.

or

ZOOM Option: Click here to register for Audit Cmte.

Audit Committee members: 

Thomas R. Wilcox, Jr. (Chair)Bill Griffeth (Council)
Gerard A. Halpin, III (Trustee)John M. Fleming (Council)
M. David Sherrill (Trustee) 

 

FRIDAY, January 31
3:00 p.m. Eastern Time

Executive Committee
Freeman Conference Room

Participants: Executive Committee Members Only; registration required

IN-Person Option: Click here to register for Executive Cmte.

or

ZOOM Option: Click here to register for Executive Cmte.

Executive Committee members:

David Trebing (Chair)Mark Kimball Nichols (Corresponding Secretary)
M. David Sherrill (Vice Chair)Nordahl L. Brue (Trustee)
Bonnie A. Reilly (Second Vice Chair)Susan E. Carlson (Trustee)
John E. Corcoran (Treasurer)Eric N. Ward (Trustee)
Gerard A. Halpin, III (Secretary)Ryan J. Woods (President & CEO)

 

FRIDAY, January 31
4:00 p.m. Eastern Time

Board of Trustees Meeting
London Boardroom

Participants: Trustees Only; registration required

IN-Person Option: Click here to register for the Trustees' Meeting

or

ZOOM Option: Click here to register for the Trustees' Meeting


Board of Trustees:

David M. Trebing (Chair)Andrew P. Langlois
M. David Sherrill (Vice Chair)Keli D. Levine
Bonnie A. Reilly (Second Vice Chair)Jo Anne C. Makely
John E. Corcoran (Treasurer)Nancy S. Maulsby
Gerard A. Halpin, III (Secretary)John S. Rando, Jr. 
Mark Kimball Nichols (Corresponding Secretary)Helen E.R. Sayles
Robb Aley AllanRyan D. Taliaferro
Brady Brim-DeForestJonathan B. Treat
Nordahl L. BrueElizabeth B. Vitton
Susan CarlsonEric N. Ward
Mark Thomas Cox, IVBrenda M. Williams
Thomas B. HagenRyan J. Woods (President & CEO)
Brenda J. Johnson 

Future Meeting Dates

  

April 2025: 
Boston, MA
July 2025:
Boston, MA
October 2025:
Boston, MA

Wednesday, April 23

11 am
Brim-DeForest Library Dedication  - 97 Newbury St.
 

  

Thursday, April 24:

10 am
Cornerstone Ribbon Cutting - 97 Newbury St.

  

Thursday, April 24:


American Stories, American Lives Gala
Fairmont Copley Plaza Hotel, Boston

Thursday, July 24:


Summer Reception & Dinner
Private House, Dedham, MA

Thursday, October 23:
 

Fall Reception & Dinner
Location TBD

Friday, April 25:

Plenary, Committees, Executive, and Trustee Meetings

Annual Meeting

97 Newbury St. 

Friday, July 25:

Plenary, Committees, Executive, and Trustee Meetings

 

97 Newbury St. 

Friday, October 24:

Plenary, Committees, Executive, and Trustee Meetings

 

97 Newbury St.