The FENG Boston, MA Chapter

Next Meeting

When:

05/09/2019 – 5:30 PM to 7:30 PM (Reserve a spot at this event)

Where:

Morgan, Lewis & Bockius
One Federal Street
Boston.

(Arrive after 5PM for good parking rates in the garage)

Agenda:

Please note that this meeting is special in many respects: THURSDAY. EVENING, DOWNTOWN. This is a larger venue than we normally use, feel free to invite friends to attend.

What do CFOs and other finance executives need to know about changes happening in banking? How are banks taking advantage of new technology and regulations to offer ever-better suites of services? What is happening to banking services as local and regional banks merge? How is this affecting what CFOs should expect from their bank? This will give FENG members a chance to gain several different perspectives, and meet shakers and movers in the Boston banking business. Some FENG attendees are currently managing banking relationships, others are between gigs. Either way, this is a chance to refine expectations for your firm’s banking relationship. Panelists will have a chance to explain how their client (prospective client) message differentiates their bank.

Each panelist will introduce their bank’s message with about 10 minutes of presentation or remarks. This will be followed by 15 – 20 minutes of lively Q&A.
The overall agenda will be:
• 30 minutes of informal networking
• 30 second introductions of each person attending
• 60-70 minutes of panel session
• Remaining time will be for informal networking

Gregory Batsevitsky, People’s United Bank
Greg joined People’s United Bank in 2012 and is currently responsible for managing a team of corporate bankers focused on serving the needs of Business Banking (annual revenues $1MM- $20MM) and Middle Market (annual revenue $20MM-$2B) clients, and for developing and executing a strategic plan to expand People’s United Bank’s corporate banking clients in the Greater Boston market. In his more than 25 years of commercial banking experience with People’s United Bank, Sovereign/Santander and Fleet Bank, Greg has advised middle market, asset based, and private equity clients on complex financing solutions and optimal capital structures for working capital, growth capital, and mergers and acquisitions. Greg’s industry expertise includes manufacturing and distribution, food and beverage, gas stations and heating fuel, logistics, and professional services. Greg holds a Bachelor of Science degree in Finance from Syracuse University and a Masters of Business Administration from Northeastern University. Greg is active in his community as a volunteer in the Needham Medical Reserve Core. He is currently the Treasurer and a Board Member of Mount Pleasant Home and has served on boards of advisors of North Atlantic Capital and SPP Capital Partners.

Scott Chamberlin, Cambridge Trust
Scott is Senior Vice President and heads the Innovation Banking Group, which he launched in 2015. Scott’s group is focused on serving the needs of the New England based tech/life sciences community. Scott’s group provides tailored banking and debt solutions to both public and privately held companies specifically in the technology, life sciences, health care, and clean technology sectors. From Idea to Exit, they support the innovation economy.
Before joining the bank, Scott’s prior work experience includes founding Bridge Bank’s Technology Banking Group (2005) as well as working with Silicon Valley Bank and GE Capital. Scott is a member of Association for Corporate Growth (“ACG”), and mentor for MassChallenge. He has a BA in Economics from UC Irvine.

Matthew Marmen, Salem Five Bank
Matt is a Senior Vice President of Commercial Lending a Salem Five Bank which is a large mutual Savings bank founded in 1855. Matt has been Salem Five for 23 years and is responsible for managing a $100MM portfolio as well as generating new commercial business for the Bank. A typical client ranges from $500M-$15MM of credit needs and up to $250MM in annual revenues. Matt’s specialties include Middle Market lending, Business Acquisition Financing, SBA Program Funding. Commercial Real Estate, and Nonprofit lending. Before Salem Five, Matt worked at Shawmut and Fleet Bank. Prior to that he graduated from St. John’s High in Shrewsbury, MA and Providence College. He lives in Danvers Mass and is on the various boards of local charities as well as many Danvers Youth programs.




Directions

Morgan, Lewis & Bockius at One Federal Street in Boston

Parking instructions at One Federal:
• Plan to arrive after 5PM (for the 5:30 meeting). Rates after 5:00 are $12.00 for the evening. Rates before 5:00 are as expensive as all the Boston garages
• Enter the Parking Garage, taking a ticket from the machine to open the gate.
• Drive to the first level. A Parking Attendant will park your vehicle after issuing a valet check, to be used for retrieving your vehicle when leaving the building.
• Upon leaving the Parking Garage, present your ticket to the cashier.


About the Boston, MA Chapter

The Boston Chapter has 3,366 members. 36% actively searching and 64% alumni (working).

Chapter Leadership

Marc Cote
marc.cote@comcast.net
(617) 538-5688
Marc Cote is certified FocalPoint business coach and area representative. As a business coach, he leverages the FocalPoint business principles, tools and his 30 years of leadership, operations and finance experience to help business owners and leaders realize their goals and exceed their expectations. As an area representative, he looks for those caring and experienced business professionals that could be great FocalPoint Business Coaches.

He is the son of a second-generation business owner with a deep-seated passion for business and helping others succeed. He was also a co-founder of Accellient Partners LLC, a drug development consulting and biotech start up firm, Synchroneuron Inc., a venture-backed biotech and Ternus Pharma, Inc., a start-up pharma company. Marc was previously the COO of Aptuit Consulting’s global biotech practice where he was responsible for managing all operating, financial & business development activities. Prior to Aptuit, Marc was with Dunkin’ Brands and had vice president roles where he was alternately responsible for Accounting, Tax, Finance and Shared Service operations. Marc started his career in the Entrepreneurial Services Group at EY, he received a BS in Accountancy from Bentley College and earned his CPA certificate in MA where he was a licensed CPA for 17 years.

Marc is a member of Boston Harbor Angels and Sky Ventures where he is an active investor. In addition, he is a Co-Chair of Mass Bio's Entrepreneur University. Marc splits his time between Duxbury, MA and Naples, FL.
Will Oliver
will@wjoliver.com
(781) 424-0179
Will helps middle market companies increase in value, serving as an interim or part time financial executive. Will founded and grew four companies, two with substantial exits. He has created value as full time CFO in the software, vending, healthcare services industries. He has also built successful, collaborative teams as COO and CEO. He has built value as Treasurer and Secretary on six boards. Will specializes in driving success within industries experiencing significant disruption, especially healthcare.

Will invests in people. For example, in a large Texas healthcare organization, Will redesigned personnel development to transform culture and cut turnover by 50%. Will heads the FEI Boston Professional Development Committee, where he is launching the "CFO 2025" season. He has a Masters from MIT and a Doctor of Management from Case Western. He taught full time at Brandeis and is a CPA (inactive). Connect with Will at: https://www.linkedin.com/in/willoliver/

Future Meetings

05/22/2019
07:30 AM to 09:30 AM
Morse, Barnes-Brown, Pendleton PC, CityPoint,
230 Third Avenue, Waltham,
MA 02451, 4th Floor conference room
(Free parking in the garage below the building that overlooks Rte 128)

06/19/2019
07:30 AM to 09:30 AM
Morse, Barnes-Brown, Pendleton PC, CityPoint,
230 Third Avenue, Waltham,
MA 02451, 4th Floor conference room
(Free parking in the garage below the building that overlooks Rte 128)


For Meeting Information, Please Contact:
Will Oliver
will@wjoliver.com
(781) 424-0179

OUR SPONSORS:

cfo