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Saturday, June 6, 2020
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Guest:
Kevin O’Brien, CFP, Founder/President Peak Financial Services Author Mass Biotech Boom
KEVIN M. O’BRIEN, a Certified Financial Planner® Professional, is also an Accredited Investment Fiduciary®, a Chartered Adviser in Philanthropy®, and Founder and President of PEAK Financial Services, Inc. Kevin has helped hundreds of individuals and organizations reach their financial goals since 1986, when he first entered the financial services industry.
Kevin has been invited to speak at many business, civic, and non-profit organization’s events. Kevin has been published in local and national news media, such as the Worcester Business Journal, U.S. News, The Street.com, and has written the foreword to “The Art of Investing & Portfolio Management: A Proven 6-Step Process to Meet Your Financial Goals”. Kevin is on the Board of Governors for the Tufts Medical Center, in Boston, MA. Kevin has also served on several other non-profit organization’s boards and committees, most notably Reliant Medical Group Foundation, Central MA Planned Giving Assoc., and the Worcester County Estate and Business Planning Council. Currently Kevin is a Corporator for the Worcester Community Foundation and the YWCA of Worcester.
Peak Financial Services, Inc. is a Wealth Management Firm specializing in Retirement and Estate Planning for business owners and individuals. With over 50 years of combined experience, Kevin and the team at Peak are committed to providing their clients with prompt, courteous, high quality service.
Kevin received his Bachelor of Science in Business Administration from Merrimack College where he majored in Finance. He earned the CERTIFIED FINANCIAL PLANNER™ Professional certification from the College for Financial Planning in Denver, Co., and obtained the Chartered Adviser to Philanthropy designation from the American College’s Graduate Studies Program.
Kevin and his wife, Ree, have resided in Shrewsbury since 1991, and have raised two wonderful young adults, Kilian and Fallon.
Kevin enjoys sports, music, outdoor activities, and cross training exercise.
Saturday, May 30, 2020
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Guest:
Mat Todaro, Partner Verrill mtodaro@verrill-law.com
Mat works closely with clients to solve complex regulatory matters. When necessary, he also defends clients facing inspections or enforcement proceedings from administrative agencies. Mat’s experience and passion for his work have translated into a strong record of success in defending clients in enforcement proceedings specifically concerning federal regulatory matters. Mat defends and negotiates on behalf of his clients under statutes such as the Clean Water Act, EPCRA, and FIFRA, and with a particular focus on Section 112(r) of the Clean Air Act. He also represents clients in complex, multi-party CERCLA matters for sites listed on EPA’s National Priorities List. Mat routinely advises clients facing an array of regulatory compliance challenges including the ever-changing landscape of chemical regulation, private and agency supervised environmental remediations, FEMA flood map appeals, and product labeling including California’s Proposition 65. Mat works closely with clients engaged in wastewater treatment and waste disposal to secure federal and state permits and to develop creative and innovative legal and policy solutions. Mat also assists clients with OSHA compliance and defense, focusing on the development of comprehensive and effective Environment, Health and Safety, Hazard Communication, and Process Safety Management regulatory programs. In all aspects of his work, while serving as outside counsel, Mat prides himself on becoming a dedicated and integrated member of his clients’ teams, much like a devoted inside counsel. Mat’s experience includes clerkships with the U.S. Department of Justice’s Environment and Natural Resources Division and the Office of General Counsel within the Massachusetts Department of Environmental Protection. During law school, he was awarded an honors certification in environmental law, selected as a Rappaport Fellow, and elected President of the Environmental Law Society. Prior to law school, Mat was the International Policy Director for one of the nation’s largest environmental policy networks, working directly with members of the U.S. State Department and Congress on the issue of climate change.
Services/Industries • Environmental & Land Use • Manufacturing • Employment & Labor • Energy • Coastal & Shoreland • Litigation & Trial
Following two years with Teach For America, for a “break,” Mat rode his bicycle across the country in 52 days—Seattle to Maine, to be exact. In the rare moments when Mat is not at his desk or at a client’s facility, he and his wife spend every moment possible enjoying their two incredible children.
Education • Boston College Law School (J.D.) • The George Washington University (B.A., magna cum laude)
Bar Admissions • Connecticut • Maine • Massachusetts
Memberships • American Bar Association: Section on Environment, Energy and Resources – Select roles within section: – Co-chair: National Enforcement Conference, Washington, D.C. (fall 2019) – Planning Committee: Fall Conference, Nashville, Tennessee (fall 2020) – Leadership Development Program (2016)
Honors • Recognized in Chambers USA: America’s Leading Lawyers for Business under Environment • Selected by peers for inclusion in New England Super Lawyers© under Environmental • Received Katahdin Counsel Recognition for pro bono efforts (2016)
Saturday, May 23, 2020 @ 10am
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Guest:
Graham Binks
Author
Trusting Technology
Every business is dependent on technology today.
Yet 95% of the population does not work in tech, and many struggle to master its use in business.
Trusting technology is a book about forming ideas, exploring opportunities with customers and colleagues, and building your future together.
Graham Binks helps leaders build a better business on technology.
In 30 years of tech leadership, he has worked in Europe, North America and Asia, with Nike, P&G, Citigroup, JP Morgan, Eurotunnel, Disney, GM and 250 other large, medium and small businesses. Graham’s work integrates business and technology strategy and drives successful implementation through CEO advisory and team coaching to help organizations dramatically improve their business with technology.
Graham grew up in the UK and lives in Toronto, Ontario with his family. He travels widely for both business and pleasure. He holds an MSc from the University of Manchester.
More information on Graham at www.grahambinks.com
You can reach his by email at graham@primeFusion.ca and at LinkedIn here.
Saturday, May 16, 2020
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Guest:
Liz Greason Co-owner Maine Intercultural Communication Consultants, LLC
A Mainer by birth, Liz is co-founder of Maine Intercultural Communication Consultants. She lived in the Middle East for many years, where she taught students from around the world at the American University in Dubai, with a focus on effective cross-cultural communication. Since returning to the United States, Liz has applied her knowledge of the Middle East and Islam, cultural competency, and intercultural communication to help Maine businesses, non-profits, municipalities, hospitals, and schools effectively recruit and retain a diverse workforce and serve populations diverse in terms of national origin, race, class, and age, among other differences.
Liz has also served on the faculty of the University of Southern Maine (USM) and Portland Adult Education. In addition to being trained at the Intercultural Communication Institute in Portland, Oregon (USA) Liz holds degrees from Mount Holyoke College in Women and Gender Studies and Reed College, and a Certificate in Mediation from USM.
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