Kelly Babson
Associate

Nixon Peabody LLP

100 Summer St.
Boston, MA 02110
617-345-1046
kellybabson@nixonpeabody.com
www.nixonpeabody.com

Kelly Babson joined the firm's Business Group in Winter 2006.  Ms. Babson concentrates her practice in the areas of investment funds and corporate mergers and acquisitions.

Prior to joining Nixon Peabody, Ms. Babson was a managing director of Deutsche Asset Management and the Director of the Private Debt Group.  During her nearly nine years with Deutsche Asset Management, Ms. Babson was lead portfolio manager for a variety of retail and institutional portfolios specializing in high yield bond and leveraged bank loan investments.  Ms. Babson was also responsible for developing and managing structured debt transactions for institutional clients.

Ms. Babson has over twenty years of experience in the investment industry, where she focused in the areas of investment fund management, private equtiy investing and CDO structuring.

Professional Accreditation and Affiliations

Member, The American Bar Association

Member, The Massachusetts Bar Association

Admissions

Ms. babson is admitted to practice in Massachusetts.

Education

Boston College Law School, J.D. (2006)

NYU Stern School of Business, M.B.A. (1986)

Georgetown University, B.A. (1981)

Agnes Bundy Scanlan
Counsel

Goodwin Procter LLP
53 State Street, Exchange Place
Boston, MA 02109
(617) 570-1525
abundyscanlan@goodwinprocter.com
(617) 570-1161

Vincent Capozzi

Senior Vice President of Sales and Marketing

Harvard Pilgrim Health Care

93 Worcester Street

Wellesley, MA 02481

617-509-6030

vincent_capozzi@harvardpilgrim.org

http://www.harvardpilgrim.org

Vincent Capozzi joined Harvard Pilgrim in April 2001 as Senior Vice President of Sales and Marketing. During his 20 years in the New England health care marketplace, Mr. Capozzi has built a track record of sales achievement through all distribution channels and earned a reputation for transforming challenges into successful performance outcomes. As Harvard Pilgrim's sales and marketing leader, Mr. Capozzi's priority is to exceed customer expectations consistently by offering value-added insurance solutions and superior service. In support of this commitment, he already has introduced a set of service standards that guide Harvard Pilgrim's relationships with employer customers. He developed first to market products likes Best Buy and SmartSpend. Also, he developed and implemented the “New Partnership Model” which engaged Employers and Harvard Pilgrim in a way that assures the value of a health plan is maximized.

Before becoming Harvard Pilgrim's Senior Vice President of Sales and Marketing, Mr. Capozzi led the Sales and Marketing department and was part of the senior executive team at Connecticare, Inc. He was an integral player in repositioning the company as well as setting the strategic direction for its turnaround and increase in market share. He also has held leadership positions at Blue Cross and Blue Shield of Massachusetts. He began his career in health care at Harvard Community Health Plan, which later merged and became part of Harvard Pilgrim Health Care.

Mr. Capozzi holds a Master's Degree in Public Administration from Suffolk University and a Bachelor of Arts from the University of Massachusetts.

Senior Vice President/Team Leader

Regional Banking

Citizens Bank
28 State Street

Boston, MA 02451

617-994-7154
debra.zarba@citizensbank.com
www.citizensbank.com

Debra A. DeVenne-Zarba is a Senior Vice President, Team Leader in the Regional Banking Division at Citizens Bank of Massachusetts. She manages the Boston/North commercial lending teams that provide small business loans to companies with revenues under $25million. She has over 30 years experience in the Banking industry.

She is on the Strategic Committee and WBENC Certification Committee under the Center for Women & Enterprise of Boston. Zarba is a former Board member of Rebuilding Together – Boston, 2007 Board member for the CWE, and 2007 Board member for the North Shore Chamber of Commerce. Zarba is a graduate of the New England Banking Institute and Bentley College .

Susan is a Partner in the Financial Services Industry Practice in the New England Practice of Deloitte & Touche LLP and has over 16 years of public accounting experience. She has specialized in the financial services industry throughout most of her career, with primary focus on investment management clients. Susan currently serves as an Audit Partner on a number of Deloitte's largest investment management accounts with responsibility for oversight of client service coordination and delivery. In this role, she is responsible for the planning and execution of the mutual fund audit process, as well as all related internal control engagements and compliance with industry regulation.

In addition to her client service responsibilities, in 2004 Susan assumed the leadership role in the New England Practice for Deloitte's Women's Initiative Network ("WIN"). Established in 1993, this national initiative focuses on the development of its talented women professionals and identifies opportunities for them as future leaders within the Firm. The Initiative supports the Firm in its goal to train, develop and mentor professionals at all levels, regardless of gender, and create an environment where career success can be achieved.

Professional Accreditation and Affiliations

American Institute of Certified Public Accountants (AICPA)

Massachusetts Society of Certified Public Accountants (MsCPA)

National Investment Company Service Association (NICSA)

Big Sister Association of Greater Boston , Board Member

Catholic Schools Foundation

United Way of America National Women's Leadership Council

United Way Today's Girls Tomorrow's Leaders Women's Breakfast,              Co-Chair 2006 & 2007

The Commonwealth Institute, Corporate Advisory Board Member

Girl Scouts, Patriots' Trail Council Leading Women Awards Steering             Committee, Co-Chair 2007

Awards

Boston Business Journal '40 Under 40' Award Recipient, 2005

The Boston Junior Chamber of Commerce's, Ten Outstanding Young Leader ("TOYL") Award Recipient, 2006

Education

BS Accounting, Providence College

Leading Edge Class of 2006, Simmons School of Management

Donna Evans
Shareholder

Greenberg Traurig LLP
One International Place
Boston, MA 02110
(617) 310-6000
evansd@gtlaw.com
www.gtlaw.com

Donna M. Evans is a shareholder in the Litigation Group. Donna focuses her practice in the representation of corporations and individuals in all aspects of complex civil litigation. Her practice spans contract disputes, disputes involving the duties of directors, officers, trustees, partners and other fiduciaries, employment issues, intellectual property litigation, trust disputes, and first amendment media and publication issues. Donna has also advised and represented bond portfolio management companies in a variety of litigation matters. Her representation includes pre-litigation advising, mediation and arbitration, as well as jury and non-jury trials. Donna also counsels corporate clients on electronic document maintenance and obligations.

Areas of Concentration
Contract disputes
Fiduciary duties
Partnership and corporation disputes
Institutional bondholder litigation
Intellectual property litigation
First amendment law
Trust litigation
Employment litigation
E-document maintenance/obligations

Significant Representations
Representing plaintiff in breach of contract litigation resulting in one of the largest jury verdicts in Massachusetts Superior Court.
Representing corporate plaintiff in complex patent infringement matter regarding multi-player computer games.
Defending corporation in employment litigation involving discrimination, harassment and retaliation claims.
Representing claimant in dispute involving simultaneous probate proceedings in the United States and abroad.
Representing plaintiffs, institutional bond portfolio management companies, in litigation involving multi-million dollar claims of fraud, misrepresentation and civil RICO.
Defending major newspaper in a defamation lawsuit.
Defending individuals and a multi-national corporation in a suit brought by a foreign government over ownership of antiquities.
* The above representations were handled by Ms. Evans prior to her joining Greenberg Traurig, LLP.


Professional & Community Involvement
Member, American Bar Association
Member, Massachusetts Bar Association
Member, Boston Bar Association
Advisory Board, The Commonwealth Institute
Chair, Boston Bar Association Standing Committee on Work-Life Balance/Attorney Attrition
Member, Massachusetts Equality Commission
Instructor in Legal Writing Program, Boston University Law School


Awards & Recognition
Recognized, "New England Super Lawyers," Boston Magazine, 2007 and 2006

Mary-Laura is a member in the firm's Boston office and practices in the Business and Finance Section. Her practice focuses on mergers and acquisitions, venture capital and corporate finance, private placements and general corporate representation. She actively counsels clients in the organization and financing of new businesses, employment and executive compensation matters, succession planning, and the resolution of stockholder and partnership disputes. Mary-Laura has also advised some of the nation's largest banks on syndicated secured domestic and international debt financings with complex structural issues, as well as acquisition financings, asset-based middle market transactions and loan restructurings.

Mary-Laura serves as Director of the firm's Private Company Practice Group. She was named as one of the Super Lawyers of Massachusetts by Boston Magazine for 2004. Mary-Laura was also recently selected by Women's Business Boston (Herald Media) in 2005 as one of the Top 10 Women Lawyers in Boston .

Mary-Laura is admitted to practice in the Commonwealth of Massachusetts and before the U.S. District Court for the District of Massachusetts and the U.S. Court of Appeals for the First Circuit. She is a member of the American and Boston Bar Associations. Mary-Laura received her B.A., cum laude, from Wellesley College (1983), her M.A. from Harvard University (1986), and her J.D. from Boston University School of Law (1989).

• Focuses in the areas of health care, employment, biotechnology, medical devices, complex business litigation, malpractice, and directors' and officers' liability
• Litigation experience includes jury and bench trials involving business, general liability, health care, and employment matters
• Clients have included one of the largest healthcare providers in the United States, which operates mental health and acute care hospitals, surgical centers, and counseling centers, as well as an international pharmaceutical company, and physicians' practices
• Has served as Massachusetts counsel for all cases involving a major national defendant in toxic tort litigation
• Represented major publishing company regarding education issues, including distance learning
• Served as a partner in the Litigation Department of Holland & Knight LLP
  • Chair of Health Law Practice Group
  • Chair of Strategic Planning Committee
  • Chair of Women's Initiative
  • Member of Management Committee of Boston office
  • Member of Education Practice Group
  • Member of Employment Practice Group
• Served as partner in the firm of Burns & Levinson LLP, where she successfully handled several multi-million dollar products liability and commercial matters
  • Editor of Trial Department Newsletter, Massachusetts Law Update, 1990-1993
  • Pro Bono Coordinator, 1991-1996
  • Member of Business Development Committee, Ethics Committee, and Hiring Committee
• Before practicing law, worked as an Acquisitions Editor for several major publishing companies, most recently Houghton Mifflin Company of Boston

Darlene Jarvis
Senior Tax Manager

Braver
25 Christina Street
Newton, MA 02461
(617) 969-3300
djarvis@thebravergroup.com
www.braver.com

Darlene joined Braver PC as a Senior Tax Manager in 2007 bringing over 25 years of experience in tax planning and compliance services for high net worth individuals.

Prior to joining Braver, Darlene was responsible for all domestic and international tax issues at a privately-held asset management company which owns an international travel company, residential and commercial real estate holdings in Boston, and venture capital investments.  Her prior experience also includes over 10 years at another privately-held real estate operating company, and four years with a regional accounting firm based in Boston.

A graduate of the University of Massachusetts Lowell, Darlene holds a Bachelor of Science in Business Administration Magna cum Laude, with a major in Accounting with Computer Science.  She also holds a Master's degree in Taxation from Bentley College.

Darlene is a Certified Public Accountant and is a member of the Massachusetts Society of Certified Public Accountants.  She is on the Advisory Board for The Commonwealth Institute and is the Treasurer of the board at the Brackett After School Program, which provides after-school care for over 100 families in Arlington.

Sangita Joshi

The Bulfinch Group
140 Kendrick Street C-1 East
Needham, MA 02494
(781) 292-3214
sjoshi@bulfinchgroup.com
www.bulfinchgroup.com

Sangita helps professionals, families and business owners build and preserve their wealth by bringing focus and clarity to their financial lives. Through an in-depth analysis, she works to develop economically-sound financial strategies that enable her clients to help achieve their financial dreams and goals. She does this by providing exemplary client service and products to her clients, utilizing the resources available with The Bulfinch Group, as well as the extensive network of trusted legal, accounting and investment professionals she has developed alliances with over the years.

Sangita believes in being active personally and professionally. She sits on The Board of the Network of South Asian Professionals, The Commonwealth Institute, and is an active member of the National Association of Insurance and Financial Advisors.

Sangita has been in the financial services industry for nearly 10 years, as a Financial Advisor and Marketing Director. She received her Bachelors Degree from Boston University and her MBA from the F.W. Olin Graduate School of Business at Babson College in Wellesley, MA. She currently lives in Natick and enjoys listening to live music, participating in outdoor activities, and playing with her nephews.

Janet Lehman
Partner

KPMG
99 High Street
Boston, MA 02110
(617) 988-6310
jlehman@kpmg.com
www.kpmg.com

Donna Marr
Partner

Ernst & Young LLP
200 Clarendon Street
Boston, MA 02116
(617) 859-6113
donna.marr@ey.com
www.ey.com

Siobhan Mee

Partner

Bingham McCutchen, LLP

150 Federal Street

Boston, MA 02110

617-951-8265

siobhan.mee@bingham.com

www.bingham.com

Mim Minichilello
Vice President, Sales

Tufts Health Plan
705 Mount Auburn Street
Watertown, MA 02472
(617) 972-9400
mim_minichilello@tufts-health.com
www.tufts-healthplan.com

The WAGE Project, Inc.
148 Fuller Street
Brookline MA 02146
(167) 731-3128
evmurphy1@aol.com
www.wageproject.org

Evelyn Murphy is the President of The WAGE Project, Inc., a non-profit organization dedicated to eliminating gender wage discrimination in the workplace. As a Resident Scholar at the Women's Studies Research Center at Brandeis University, she is writing a book entitled Getting Even: Why Women Don't Get Paid Like Men and What To Do About It, to be published by Simon & Schuster in 2005.

Dr. Murphy is a PhD economist, former Lt. Governor of Massachusetts, former Executive Vice President of Blue Cross and Blue Shield of Massachusetts. She is a corporate director of SBLI USA Mutual Life Insurance Company, a nationwide financial services company headquartered in New York City, and Citizens Energy Corporation located in Boston.

Regina Pisa
Chairman and Managing Partner

Goodwin Procter LLP
53 State Street, Exchange Place
Boston, MA 02109
(617) 570-1525
rpisa@goodwinprocter.com
www.goodwinprocter.com

Regina Pisa is the Chairman and Managing Partner of the law firm of Goodwin Procter LLP. With over 850 attorneys, the firm has offices in Boston, Los Angeles, New York, San Diego, San Francisco, Silicon Valley and Washington, D.C.

Ms. Pisa is Chairman of the firm's Management Committee and Executive Committee and oversees the Allocations Committee.

Ms. Pisa's practice focuses primarily on the financial services area, representing both banks and investment companies. Most recently, her practice has concentrated on mergers and acquisitions of banks and financial institutions, earning her and the firm national recognition and a place among the nation's top bank M&A practices.

In addition to mergers and acquisitions, Ms. Pisa represents banks and financial institutions on a wide variety of other matters, including corporate and board governance issues, capital raising, and general corporate and securities law issues.

Ms. Pisa is listed in The Best Lawyers in America, as well as Chambers USA: America's Leading Lawyers for Business.

Holly Safford

President & CEO

The Catered Affair

P.O. Box 432

Hingham, MA 02043

781-982-9333

hsafford@thecateredaffair.com

www.thecateredaffair.com

The success story of The Catered Affair is a classic example of an entrepreneur evolving her avocation into her vocation.  Starting with her home size toaster oven and the compliments of her dinner party guests, Holly Safford built her business slowly and effectively. 

In 1974, Safford relocated with her three young sons to Scituate, Massachusetts, where she quickly developed a reputation for flair, evident in all of her entertaining.  It was that flair that led her and two friends to team up in 1979.  Each person committed $100 seed money to the venture, which was used to cover the cost of printing a modest menu.  The recipes, "most of which none of us had made before," came straight from cookbooks and magazines.  The initial mailing to the members of the Hingham Garden Club led to several calls.

As word spread, bookings grew and it soon became clear that The Catered Affair would need its own space.  So in 1982, they rented 1,400 square feet of space in Scituate in a converted garage.  In November 1988, The Catered Affair moved into its current home, a 15,000 square foot facility in Hingham, Massachusetts.  In 1999, Safford founded a sister company, Provender, which is a full-service kosher catering company serving New England. In addition, in the fall of 2003, The Catered Affair was awarded the food service contract at the newly renovated Peabody-Essex Museum in Salem, MA. There, the company operates a 60 seat restaurant and a food-to-go cafe, as well as handling all of the catered events.

Today, with just over to $8 million in sales, more than 75 full-time employees and 250 part-time employees, The Catered Affair stands as the premier full-service catering company in Greater Boston. The company is known for its pre-event organization, creative and inspired cuisine, tailored to the taste and style of each client, as well as a professional, well-trained staff.  Whether the function is a buffet for 25 or a black tie dinner for 1,000, The Catered Affair works with each client to create an individually distinctive and memorable event.

Boston, MA 02109
617-309-2600
mfelch@sovereignbank.com
www.sovereignbank.com

Martha Sloan Felch is Senior Vice President and a Professional Services Partner for Sovereign Bank. She is currently assisting Sovereign's Regional Executives for Commercial and Business Banking in greater Boston in the development of a cross-functional program within the Bank to comprehensively address the banking needs of law firms, accounting firms, architectural firms and medical practice groups. The program will leverage the bank's wide variety of commercial and retail solutions to address the needs of the firms as well as their partners, associates and employees. Ms. Felch undertakes this responsibility in addition to managing a portfolio commercial customers, many of whom have been banking with Ms Felch for many years.

Prior to this role Ms. Felch was Director of the Specialty Banking Group at Sovereign Bank. When she helped to establish this program in March 2000, Ms. Felch saw an opportunity to parlay her seven years cultivating women- and minority-owned companies into a business line designed to address issues particular to these market segments. This is, like the Professional Services program, a cross-functional opportunity to deliver banking services. In addition, this program provides "value added" services including technical assistance, peer-to- peer mentoring, business certification and networking support. . Through alliances with a variety of community-based organizations throughout New England, Sovereign is able to offer these services to assist a company in its quest for capital and other resources to start and grow a business. As a result, Ms. Felch has succeeded in helping dozens of businesses get the credit that they deserve, either directly or through the efforts of Sovereign's Community Banking team, with which she works closely. She has also been instrumental in making connections between more experienced business owners and their peers, resulting in new business opportunities, speaking engagements, and visibility, leading to new leadership opportunities within their communities

Ms. Felch has always made community involvement a priority. To that end she has been a board member for a number of community-based nonprofit organizations where she performed a variety of functions, including fundraising, mediation, financial oversight, and marketing strategy.

Lauren Stiller Rikleen

Senior Partner

Bowditch & Dewey, LLP

175 Crossing Blvd., Suite 500

Framingham, MA 01702

508-416-2411

lrikleen@bowditch.com

www.bowditch.com

Ms. Rikleen's diverse experiences in environmental law include serving as an enforcement attorney at both the Massachusetts Department of the Attorney General and the United States Environmental Protection Agency, and as Assistant Vice President for Negotiations at Clean Sites, Inc., where she specialized in the mediation of complex hazardous waste disputes.

She has an extensive practice in all aspects of environmental law, with emphasis on negotiation, enforcement and compliance issues with respect to state and federal law. Ms. Rikleen has served on numerous Commonwealth advisory committees, including the Department of Environmental Protection's Superfund Advisory Committee, the Brownfields Advisory Committee, and the Environmental Results Design Program. She has published extensively and lectures frequently on environmental topics.

Ms. Rikleen is Chair of the Board of Directors of the Environmental League of Massachusetts and is a member of the Board of Trustees at Clark University. She is a past President of the Boston Bar Association and has also previously served as Chair of both the Boston Bar Association's Environmental Law Section and the Environmental Litigation Committee.

In 2001, Ms. Rikleen received the Athena Award for serving as a positive role model and mentor to women. She was also named the 1997 Business Leader of the Year by the MetroWest Chamber of Commerce and, in 1991, was selected Woman of the Year by the Middlesex News.

Ms. Rikleen is listed in The Best Lawyers in America .

• Heather has advised private equity fund managers and investment advisors on a broad range of capital formation, buyout/separation, internal governance and portfolio investment matters.
• She has represented private and public companies in buy and sell-side acquisition engagements.
• Heather has also represented issuers, underwriters and placement agents in public and private equity and debt financings.
  

Managing Director, Branch Manager

Morgan Stanley

125 High Street, 23rd fl, High Street Tower

Boston, MA 02110

617-478-6402

jeff.swartz@morganstanley.com

www.morganstanley.com

Deborah Diverdi Carlson
Partner

Posternak Blankstein & Lund LLP
Prudential Tower, 800 Boylston Street
Boston, MA 02119
617-973-6201

dcarlson@pbl.com

www.pbl.com

Deborah DiVerdi Carlson is a partner in the Corporate Department at Posternak Blankstein & Lund LLP.  Her practice focuses primarily on business counseling and transactional work with extensive experience in the creation of, and strategic venturing by companies and individuals in, corporations and limited liability companies.  She also counsels purchasers and sellers in private equity financings, mergers and acquisitions and business dispositions.  Ms. Carlson is a graduate of Holy Cross College and Albany Law School.  She received her LL.M. in Taxation from Boston University School of Law.  She is a member of the Boston and Massachusetts Bar Associations.

Professional experience:

Dani Vanderzanden's practice focuses on defending employers against claims such as wrongful discharge, civil rights violations and employment discrimination. As an active trial lawyer, Dani has tried several cases to juries and has handled a variety of matters before administrative agencies. Dani advises employers with regard to all aspects of employment law, including voluntary and involuntary reductions in force; employee investigations; sexual harassment; hiring, discipline and termination; employment handbooks and policies; employment, noncompetition, nondisclosure and nonsolicitation agreements; wage and hour laws; and issues of defamation and privacy.

Education:

• Boston College Law School, J.D., 1993
• Columbia University, B.A., 1988

Admitted:

• Commonwealth of Massachusetts
• State of Maine
• State of New Hampshire
• U.S. Court of Appeals for the First Circuit
• U.S. Court of Appeals for the Second Circuit
• U.S. District Court, District of Maine
• U.S. District Court, District of Massachusetts

Professional Affiliations:

• American Bar Association
• Massachusetts Bar Association
• Boston Bar Association
• Maine Bar Association
• New Hampshire Bar Association

Outside Interests:

Director, Tewksbury Hospital Equestrian Farm, Tewksbury, MA

Representative Matters:

• Conducted internal discrimination, harassment and ethics investigations
• Tried 11 jury trials and 8 bench trials to verdict in state and federal courts
• Represented employers defending against class action lawsuits alleging violations of state and federal wage and discrimination laws
• Represented employers before the Massachusetts Commission Against Discrimination
• Advised employers on sexual harassment prevention, employee leaves, disability issues, discrimination laws and performance management
• Counseled employers on planning and implementing large-scale reductions in force, including layoff selection methodologies, risk assessment and avoidance, and release preparation
• Handled appeals in the First and Second Circuits

Alicia Verity
Senior VP, MA Market Development Manager

Bank of America
100 Federal Street, MA5-100-15-06
Boston, MA  02110
617-434-5947
alicia.verity@bankofamerica.com
www.bankofamerica.com

Ellen Wilson

EVP, Human Resources

Fidelity Investments

82 Devonshire Street F5B

Boston, MA 02109

617-563-7000

Ellen.Wilson.HR@fmr.com

www.fidelityinvestments.com

Ellen Wilson is executive vice president and head of Human Resources for Fidelity Investments. She is responsible for the company's corporate human resources functions including recruitment, compensation, benefits, employee relations, as well as management and organizational development. Ms. Wilson is also a member of the Fidelity Management Committee.

Ms. Wilson joined Fidelity in 1992 and has held various senior HR positions across the firm. These include leadership of the redesign and implementation of the new HR service delivery model, and management of the HR function for business groups in a number of areas, including operations , technology, marketing and investment management. Prior to assuming her current role in March 2004, Ms. Wilson was senior vice president and head for HR for Fidelity Management and Research Company.

Prior to joining Fidelity, Ms. Wilson held HR positions at Bank of Boston and Price Waterhouse.

Ms. Wilson received a bachelor of arts degree in business administration from Bryant College and an MBA from Babson College.