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October 2023 Quarterly Meetings - Boston, MA

Schedule: October 26 - 27, 2023

  

 

 

Thursday, October 26

Harvard Club of Boston,
374 Commonwealth Ave, Boston, MA 02215

Friday, October 27

Harvard Club of Boston,
374 Commonwealth Ave, Boston, MA 02215

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   Luncheon
1:30 pm   Finance Committee
2:30 pm   Audit Committee
3:00 pm   Executive Committee
3:45 pm   Board of Trustees Meeting
     
6:00 pm Fall Benefit Dinner  

 

 

THURSDAY, October 26
6:00 p.m. Eastern Time

Fall Benefit Dinner: Necessary Trouble: An Academic’s Approach to Family History
Honoring Drew Gilpin Faust, President Emerita of Harvard University, in conversation with Gov. Deval Patrick

Participants: Open to all American Ancestors members and guests with paid registration or sponsorship

Click here to register for the Fall Dinner

The Harvard Club, 374 Commonwealth Ave. Boston, MA 02215
(Coat and tie required for gentlemen; cocktail attire for ladies.)

Join us as we honor American historian and author Drew Gilpin Faust, 28th president of Harvard University, with our Lifetime Achievement Award. She will be in conversation with the Honorable Deval Patrick, 71st Governor of Massachusetts. Faust and Patrick will discuss Faust’s academic career, its intersection with family history, and her just-released memoir, Necessary Trouble, a story of growing up white and female in Virginia and her active engagement in mid-century social movements.

Proceeds of the Family History Benefit Dinner help fund our groundbreaking work, including educational programs, youth outreach, original research and scholarship, diversity programming, publications, and online services and content development.


About our Honoree:

Drew Gilpin Faust is President Emerita of Harvard University and the Arthur Kingsley Porter University Research Professor. She previously served as founding dean of the Radcliffe Institute for Advanced Study; before that, she was the Annenberg Professor of History at the University of Pennsylvania. In addition to her just-published memoir Necessary Trouble: Growing Up at Midcentury, she is the author of six books, including This Republic of Suffering: Death and the American Civil War, winner of the Bancroft Prize and a finalist for the National Book Award and the Pulitzer Prize; and Mothers of Invention: Women of the Slaveholding South in the American Civil War, which won the Francis Parkman Prize. She and her husband live in Cambridge, Massachusetts.

 

About our moderator:

Deval Patrick, Co-Director of the Center for Public Leadership and Professor of Practice at the Harvard Kennedy School, is also a Senior Advisor to Bain Capital and former co-chair of American Bridge 21st Century. He is the founder and former Managing Partner of Bain Capital Double Impact, a growth equity fund that invests in commercial businesses for both competitive financial returns and positive social impact. Prior to serving as Governor of Massachusetts for two terms, he was a senior executive in two Fortune 50 companies, a partner in two Boston law firms and the Assistant Attorney General for Civil Rights in the U.S. Justice Department. He is a Rockefeller Fellow, a Crown Fellow of the Aspen Institute, and the author of two books.

 

 

 

 

FRIDAY, OCTOBER 27
8:45 a.m. Eastern Time

Continental Breakfast

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

IN-Person Option: Click here to register

 

 

 

FRIDAY, OCTOBER 27
9:00 a.m. Eastern Time

Plenary Session

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

IN-Person Option: Click here to register

or

ZOOM Option: Click here to register

 

 

 

 

FRIDAY, OCTOBER 27
10:00 a.m. Eastern Time

Development Committee

Participants: All Trustees, Councilors, Honorary Trustees, and Candidates; 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 M. Rogers (Councilor)
Robb Aley Allan (Trustee)David M. Trebing (ex-officio)
Susan Carlson (Trustee)D. Brenton Simons (ex-officio)
Richard Batchelder (Councilor)Ryan J. Woods (Clerk of the Corporation)
Rebecca Madsen (Councilor)Meghan Hallock (VP for Advancement)

 

 

 

FRIDAY, OCTOBER 27
11:15 a.m. Eastern Time

Investment Committee

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)Beverly L. Hamilton (Councilor)
Mark T. Cox, IV (Trustee)Stephen J. McCarthy (Councilor)
Gerard A. Halpin, III (Trustee)Ryan D. Taliaferro (Councilor)
Andrew P. Langlois (Trustee)David M. Trebing (ex-officio)
Mark Kimball Nichols (Trustee)D. Brenton Simons (ex-officio)
Eric N. Ward (Trustee)Ryan J. Woods (Clerk of the Corporation)
Jay Goetschius (Councilor)Bruce Bernier (American Ancestors CFO)

 

 

 

FRIDAY, OCTOBER 27
12:30 p.m. Eastern Time

Luncheon

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

IN-Person Option: Click here to register for Lunch
 

 

 

 

FRIDAY, OCTOBER 27
1:30 p.m. Eastern Time

Finance Committee

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)Sarah Gunderson (Councilor)
Nordahl L. Brue (Trustee)Beverly L. Hamilton (Councilor)
Mark Thomas Cox, IV (Trustee)Roger T. Servison (Councilor)
Gerard A. Halpin, III (Trustee)David N. Smith (Councilor)
Brenda L. Johnson (Trustee)Diana M. Smith (Councilor)
Andrew P. Langlois (Trustee)Thomas R. Wilcox Jr. (Councilor)
Jonathan B. Treat (Trustee)Frank C. Ripley (Honorary Trustee)
Sumner E. Anderson (Councilor)David M. Trebing (ex-officio)
Brent J. Andersen (Councilor)D. Brenton Simons (ex-officio)
Marc E. Chardon (Councilor)Ryan J. Woods (Clerk of the Corporation)
Prudence S. Crozier (Councilor)Bruce Bernier (American Ancestors CFO)
Cheryl L. Edwards (Councilor) 

 

 

 

FRIDAY, OCTOBER 27
2:30 p.m. Eastern Time

Audit Committee

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 (Councilor)
Gerald A. Halpin, III (Trustee)John M. Fleming (Honorary Trustee)
M. David Sherrill (Trustee) 

 

 


FRIDAY, OCTOBER 27
3:00 p.m. Eastern Time

Executive Committee

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)M. David Sherrill (Vice Chair)
Bonnie A. Reilly (Second Vice Chair)John E. Corcoran (Treasurer)
Gerard A. Halpin, III (Secretary)Mark Kimball Nichols (Corresponding Secretary)
Nordahl L. BrueSusan E. Carlson
Eric N. WardD. Brenton Simons (President and CEO, ex-officio)
Ryan J. Woods (Clerk of the Corporation) 

 

 

 

FRIDAY, OCTOBER 27
3:45 p.m. Eastern Time

Board of Trustees Meeting

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)Keli D. Levine
M. David Sherrill (Vice Chair)Jo Anne C. Makely
Bonnie A. Reilly (Second Vice Chair) Nancy S. Maulsby
John E. Corcoran (Treasurer)John S. Rando, Jr.
Gerard A. Halpin, III (Secretary)Helen E. R. Sayles
Mark Kimball Nichols (Corresponding Secretary)Jonathan B. Treat
Robb Aley AllanElizabeth B. Vitton
Nordahl L. BrueEric N. Ward
Susan E. CarlsonNancy C. Webster
Mark Thomas Cox, IVBrenda M. Williams
Brenda L. JohnsonD. Brenton Simons (President and CEO, ex-officio)
Andrew P. LangloisRyan J. Woods (Clerk of the Corporation) 

 

 

Future Meeting Dates

  

January 2024:
Virtual ONLY
April 2024:
Boston, MA
July 2024:
Boston, MA
Thursday, January 25: 
Benefit Event
Thursday, April 25: 
Benefit Event
 
Friday, January 26:
Plenary, Committees, Executive, and Board of Trustees Meetings
Friday, April 26:
Plenary, Committees, Executive, and Board of Trustees Meetings
Friday, July 26:
Plenary, Committees, Executive, and Board of Trustees Meetings
 Saturday, April 27:
Plenary, Committees, Executive, and Board of Trustees Meetings