Conference Presentations

As a result of the enactment of the Modernization Act many changes to the law impacting T/C functions were implemented. The manuals and course materials are all being updated. Please use information dated prior to November 7, 2016 cautiously!!

Spring Meeting: April 11 , 2018

Monica Smigliani, MIIA

What to Do When You Retire The Importance of Health Care Coverage
Karl Kroner & Rob Young, Empower RetirementEmployer Sponsored Retirement Plans
Annual June Conference, 2017

Lisa Driscoll, Director, FirstSouthwest, Hilltop Securities


Chuck Patterson Sr., V.P. C.O.O., Batholowmew & Company Inc.


Victor Medeiros, DirectorRating Agencies, What Are They Looking For From Municipalities

John S. Traynor, Executive Vice President & Chief Investment Officer


Michael A. Tyler, CFA, Chief Investment Officer, Eastern Bank Wealth Management


Robert Young

Manager, Retirement Plan Counseling


Kathleen Kiely-Becchetti, Esquire

Executive Director, Norfolk County Retirement Board


Nick Lehman

Assistant Vice President, Moody’s Investors


Victor Medeiros

Analysist, S&P Global


John Sousa,

Finance Director

Town of Chelmsford


Victor Garofalo

Finance Director

Town of Bedford



Mary Beth Bernard

Town of Foxborough


Michelle Pizzi

Town of Norwood

New Hire Check List, What You Need to Present to Employee

Attorney Lauren Goldberg, KP Law, P.C.


Mary Beth Bernard, Town of Foxborough

Michelle Pizzi, Town of Norwood

Understanding Treasurer & Collector Employment Contract
Spring Meeting 2017

Bill Arrigal

Division of Local Services

MA Dept. of Revenue

Short Term Borrowing Update

Maureen Toal and Kathryn Cannie


Top Ten OPEB Issues & Concerns

Chuck Patterson, Bartholomew & Company

Paul W. Todisco

Senior Client Services Officer


Francesco Daniele

Senior Client Services Officer

Fall / Holiday Meeting 2016    

Sean Cronin

DOR, Deputy Commissioner


Atty. Patricia Hunt, DOR

Impact of Municipal Modernization Legislation
Annual June Conference, 2016

Mary Jane Handy, Director of Accounts

Division of Local Services MA Dept of Revenue

Supporting a Commonwealth of Communities- Update from the Division of Local Services

Mary Beth Bernard

HR Director, Town of Foxboro

HR Basics

Michelle Pizzi

HR Director, Town of Norwood

HR Basics

Ron Menard

Chief Information Office, Town Cohasset

Preventing and Recovering From Data Security Breaches

Kirsten Shirer

Director of Information Tech, Dept. of Revenue

A Report From the Dept. of Revenue Gateway

Jim Powers


Warning: What To Do Before and When the IRS Calls

Carol Coppola

CPA, Coppola & Company

Warning: What To Do Before, and When the IRS Calls

Erica Fernald

Assistant VP, Bank Security Officer, Rockland Trust


Debra Smith

Senior VP, Director of Deposit Operations, Rockland Trust

Counterfeit Money and Fraud Prevention

Steve Andrews

Senior VP, Webster Bank

How is the US, New England and Massachusetts Economy Doing

Christina Sousa

Vice President, Treasurer Manager- Fraud Protection, TD Bank

Counterfeit Money and Fraud Prevention

April Meeting 2016

Kevin P. Blanchette

What You Need To Know About Retirement
Fall / Holiday Meeting 2015 

Dan Morgado

Shrewsbury Town Manager

Managing to Effectiveness

Sue Shillue

Dan Brown

Affordable Care Act Update For Public Employees and the Cadillac Tax
Annual June Conference, 2015

Mark William Bracken

Assistant Treasurer , Dept. of the State Treasurer

Unclaimed Property - The Basics of Reporting

John G. Gannon

Tax Counsel, Bureau of Municipal Finance Law

Review of New Legislation

Thomas P.Baker

Assistant to the Special Agent in Charge, United States Secret Service

Cybercrime, What to Know and How to be Vigilant

Mary Beth Bernard, Town of Foxborough

Miriam Johnson, Town of Dedham

Michelle Pizzi, Town of Norwood

Human Resources 101

Eric Demas, CFE, MBA

Melanson Heath

Fraud Prevention Training

TJ Quirk

Sr. IT Compliance Specialist, Compass IT Compliance, LLC

How to Examine Your IT System

David Giannotti

Public Education and Communications Division Chief, State Ethics Commission

Conflict of Interest Law
Fall / Holiday Meeting 2014
US Secret Service Agent Daniel BenedictKnow Your Money
Annual June Conference, 2014
David Smith, CFAEconomic Outlook
Atty. Shawn Williams, Deputy Director, Public Record Division, Office of the Secretary of StateA Guide to the Massachusetts Public Records Law
Paul Zekos, President of the Zekos GroupHow to Prepare for a Tax Possession Auction
April Meeting 2014
Daniel Morgado, Town Manager, Shrewsbury, MA31 Rules of Professional Survival
Fall / Holiday Meeting 2013
Paul Tedisco, Senior Client Service Officer, PRIM Board(PRIM - OPEB Investment Trust)
Nick Lehman, Analyst, Moody'sPolicies of Rating Agencies
John Traynor, Senior Vice President, People's United BankAn Update on the MA Economy
Annual June Conference 2013
Atty. Gary BlauReview of New Legislation
Kathleen A. Riley, FSA, MAAA, EA Senior Vice President and ActuaryMunicipal Actuarial Analysis for OPEB Commission Report
John Marple, Senior Economist, TD Bank
(Course #814)

Tom Bartholomew, President, Bartholomew & Company

Josh Paul, Vice President, Bartholomew & Company

(Course #815)
Tom Gibson, Esq., Chairman, Middlesex County Regional Retirement Board
(Course #817)
Jim Powers, CPA, Powers & Sullivan
(Course #818)
Annual June Conference 2012

Susan Kendall, Vice President / Senior Analyst, Moody's


Victor Medeiros, Associate, State & Local Government Ratings

(Course #811)

Neils Dragback, NE Money Handling Systems;
Bob Bennett, CEO Invoice Cloud;
John Ciardi, Director, Fidelity National Information Services

(Course #812)

Jack McCarthy, Executive Director
Joanna Aalto, Comtroller/Director of Audits

Henry Swiniarski, Treasurer of MCBA

(Presented Monday morning)

(Course #808)

Amy Pitter, Commissioner, MA Dept. of Revenue

(Presented Monday)

(Course #805)

Nick Marinarao, Director on Debt Management


Minot Powers, Director of Cash Management Operations


(Presented Monday)

Local Services from the State Treasurer's Office
(Course #807)

Steve Andrews, Senior VP and Head of Fixed Income Sales for Sovereign Bank

(Presented Tuesday)

(Course #810)

Jason Snyder, Chief Technology Officer,

Commonwealth of Massachusetts

(Presented Tuesday)

(Course #809)

Kevin Burns, Chief Security Officer,

Commonwealth of Massachusetts

(Presented Tuesday)

(Course #809)
Annual Fall / Holiday Conference 2011
 The New Municipal Health Insurance Reform Law
Annual June Conference 2011

Daniel LaPlante, Senior VP

Citizens Bank Wealth Management

(Presented Monday morning)

A Look at the New England and Massachusetts Economy

Gerald McDonough

Deputy Auditor for Legal and Policy

Office of the State Auditor

(Presented Tuesday morning)

Report from the State Auditor's Office

Sue Shillue, Senior Executive V.P.

Cook & Company, Inc.

Health Plan Management Group

(Presented Tuesday morning)

An Update on Medicare Part D and ERRP Program

Richard D. Simmons, Jr., RA, SRA

Chief Assessor, Town of Belmont

(Presented Tuesday morning)

Working With Your Assessor
Annual Spring Conference - April 2011

Kathleen Colleary, Chief

Bureau of Municipal Finance Law,

Dept. of Revenue

Property Tax and Municipal Utility Bills

Joseph Connarton, Executive Director

Public Employee Retirement Administration

Pension Reform
Annual June Conference 2010

Jason R. Lilly, CFA, CFP®

Vice President & Director of Portfolio Management, Rockland Trust

Government Bonds and Rising Interest Rates:  What You Need to Know
 State of the Banking Industry

Chris Rogers, CPA, Shareholder

Sullivan, Rogers & Company, LLC