Committees
Governance
- Dan Guglielmo, TrustDesign (chair)
- Jeff Hart, Tarlow, Breed, Hart & Rodgers, PC
Budget
- Shannon Zollo, Morse, Barnes-Brown & Pendleton, P.C. (chair)
- Janice Kelliher, Accounting Management Solutions, Inc.
- Chuck Dwyer, Middlesex Savings Bank
- Martin Omansky, Crucible Advisors
Events
- Michael Oleksak, Trek Consulting (Summit co-chair)
- Bonni Carson DiMatteo, Atlantic Consultants (Summit co-chair)
- Debra Beck, Emerge Design Group
- Charley Matera, Hi-Comm Consulting
- Joan Seamster, The Marketing Activist
- Lenny Lozinsky, LockeBridge LLC
- Harvey Wigder, Fulcrum Group
- Minde Kornfeld, Independent Counsel
Sponsorship
- Dan Guglielmo, TrustDesign
Marketing
- Ron Ware, Wealth Impact Partners (chair)
- Jane Renzi, Thompson-Renzi Associates
- Jay Karamourtopoulos, Lee Munder Capital Group
- Lester Rosensaft, Lockebridge Investment Banking
- Rob Piacitelli, NEBC
- Susan Getgood, GetGood Strategic Marketing Inc.
- Joe Thomas, Joseph A. Thomas
Membership
- John Wheeler, Wheeler Performance Group (chair)
- Frank Mancieri, B2B CFO®
- Rob Moquin, Citi Family Office
- Stan Davis, TowerHunter Executive Search
- Jerry DiMatteo, Atlantic Consultants
- Itamar Chalif, Atlantic Capital Solutions, Inc.
Content and Curriculum
- Katharine White, Lighthouse Performance Strategies, Inc. and Workplace Renaissance, Inc. (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
- Larry Girouard, The Business Avionix Company, LLC
- Steven Horwitz, Morgan Stanley Smith Barney
- Jonathan Isenburg, Caturano and Company
- 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
- Jane Thompson-Renzi, Thompson-Renzi Associates