Governance

• Dan Guglielmo, TrustDesign (chair)
• Jeff Hart, Tarlow, Breed, Hart & Rodgers, PC

Budget

• Shannon Zollo, Morse, Barnes-Brown & Pendleton, P.C. (chair)

Events

• Michael Oleksak, Trek Consulting (chair)
• Laura Kevghas, Mirus Capital Advisors, Inc.
• Harvey Wigder, Fulcrum Group

Sponsorship

• Dan Guglielmo, TrustDesign (chair)

Marketing

• Joan Seamster (chair)
• Jay Karamourtopoulos, Lee Munder Capital Group
• Rob Piacitelli, NEBC
• Joe Thomas, Joseph A. Thomas

Membership

• Steve Snyder, Gesmer Updegrove LLP (chair)
• Frank Mancieri, B2B CFO®
• Ryland Hanstad, Wells Fargo Advisors
• Stan Davis, TowerHunter Executive Search
• Jerry DiMatteo, Atlantic Consultants
• Itamar Chalif, Atlantic Capital Solutions, Inc.

Content and Curriculum

• Larry Girouard, The Business Avionix Company, LLC (chair)
• Kevin Mulvaney, Babson Academic Advisor
• Jack Beauregard, Institute for Successful Exit Planning
• Mike Cassata, Adventum Group, Inc.
• Marty Croyle, Croyle & Associates PC
• Bonni DiMatteo, Atlantic Consultants
• Steven Horwitz, Morgan Stanley Smith Barney
• Jonathan Isenburg, Caturano and Company
• Martin Imm, C apital Access Strategies
• Ellen Kaplan, Possibilities-at-Work
• Steven Konowitz, Konowitz & Greenberg, PC
• Brian Layton, Bernstein Global Wealth Management
• John Leonetti, Pinnacle Equity Solutions, Inc.
• Steve Lipka, Avatar Strategic Partners, LLC
• Charley Matera, HiComm Consulting

Owner’s Academy

• Dan Guglielmo, TrustDesign (c0-chair)
• Shannon Zollo, Morse, Barnes-Brown & Pendleton, P.C. (c0-chair)
• Andy Crain, Briggs Capital
• Dale Edmunds, US Trust
• Laurie Kirk, The Board Forum
• Scott Wakeman, Family Navigation Strategies