2018 Women’s Leadership Breakfast Program

Hynes Convention Center
Ballroom B, 3rd Floor
900 Boylston Street, Boston

Welcome to United Way’s 23rd Annual Women’s Leadership Breakfast. We’re looking forward to sharing a fun, educational and impactful morning with you.


Breakfast Program
Breakout Sessions
A Message from Our Co-Chairs
Lauren Baker: 2018 Women who Lead United Honoree 
Nephtalie Dorceus: Community Impact Speaker
Kerry Sullivan: Keynote Speaker
Table Host Committee
Women United Executive Committee
Upcoming Events
About Women United

Breakfast Program

Ballroom B, 3rd Floor

Welcome & Opening Remarks
Theresa Brockelman
Partner, Audit/Financial Services, Deloitte

United Way in the Community
Michael Durkin
President, United Way of Massachusetts Bay and Merrimack Valley

Community Impact Speaker
Nephtalie Dorceus
Marian L. Heard Scholar Alumnus
Program Coordinator, Mt. Sinai
International Public Health, NYU

Creating Tomorrow’s Leaders
Tammi Wortham
Vice President, Group Benefits Client Services
Women’s Leadership Breakfast Co-Chair

Women Who Live United Honoree
Lauren Baker
First Lady, State of Massachusetts

Keynote Speaker
Kerry Sullivan
President, Bank of America Charitable Foundation

Deb Lawrence
Senior Vice President, Global Commercial Banking
Bank of America, Merrill Lynch
Women’s Leadership Breakfast Co-Chair

Ellie Harrison
Head of Human Resources
John Hancock
Women’s Leadership Breakfast Co-Chair

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Breakout Sessions (9 – 10 AM)

All breakout session rooms are located on the 2nd floor

SESSION I: Being Brave…Lessons Learned
9 – 10AM in Meeting Room 207
Our co-chairs will host a lively discussion about how they’ve made tough choices, taken important risks, thought outside the box, and how their courage in the face of challenges helped propel their careers.
Moderator: Lisa Rowan Gillis, Chief Development Office, United Way of Massachusetts Bay and Merrimack Valley
Deborah Lawrence, Senior Vice President, Bank of America
Tammi Wortham, Vice President, Group Benefits Client Services

SESSION II: Amplify your career…through Community Service
9 –  10PM in Meeting Room 208
Several of our brightest and best young nonprofit community leaders will share how community involvement can positively impact lives and careers. We’ll also hold a deep-dive discussion about the process of joining a nonprofit board, including how to get started, what skills stand out, and the kinds of professional development and networking opportunities that are available. Content is from United Way’s groundbreaking Nonprofit Board Training Certification Program.
Dale Ziobro, Project Manager, Brigham and Women’s Hospital
Keisha Jette, WINGS Committee member
Elsa Gomes Bondlow, Chief Development Officer, International Institute of New England
Emily Stanford, AVP Innovation and New Business, United Way

SESSION III: Reaching New Heights
9 – 10AM in Meeting Room 210
Inclusion not only validates the individual’s authentic self, but also creates stronger, fearless teams and organizations that are more relevant to consumers and other stakeholders. Join our interactive, expert panel discussion focused on inclusive leadership.
Moderator: Shirley Leung, Interim Editorial Page Editor, Boston Globe
Natasha Dayaramani, State Street Global Co-Chair Diversity and Inclusion Council, Managing Director of State Street Global Advisors
Theresa Brockelman, Deloitte Partner, Audit/Financial Services

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A Message from Our Co-Chairs

2018 Women’s Leadership Breakfast Host Committee

Co-Chair Theresa Brockelman, Deloitte
“One of the reasons I’m a part of Women United is that it represents such a natural extension of the journey we’ve been on at Deloitte for over two decades. At Deloitte, our women are leaders and they thrive! They aren’t just client service professionals. They are military veterans, athletes, educators, volunteers, scientists, mentors, and sponsors. I am proud to serve as co-chair of the Women’s Leadership Breakfast to pay forward Deloitte’s commitment to advancing women leaders and to help shine a spotlight on the strength of women leaders throughout our community.”

Co-Chair Ellie Harrison, John Hancock
“Women bring a powerful voice to our society. We have so much history to draw from in that regard. Now is another time where the collective voice of women can – and is – enacting meaningful change. United Way’s Women United has been mobilizing women in our communities in transformative ways for over 20 years; to join them in advocacy, service and support has been an important component of who I am and how I choose to lead. At John Hancock, we’re proud to have called Boston our home for over 150 years. Our employees are committed to sharing their humanity and strengthening their communities. They give their time and talents to more than 100 projects and causes every year, working together to make a lasting difference in the lives of others. Partnering with United Way and Women United is one of the best things we do at John Hancock and we are proud to unite with them to create positive, lasting change for people in need.”

Co-Chair Deborah Lawrence, Bank of America
“We’ve reached a pivotal moment in time where the power of women uniting and instigating change is gaining significant momentum. As an individual, a wife, a mother, and a colleague, I am thrilled to see the progress being made across a wide range of women’s issues, but we still have a lot to do. The United Way represents an incredible vehicle through which we as women can continue to harness our energies and passions to bring about positive, sustainable change here in Massachusetts and across the country. I am honored to be involved and to be standing alongside such intelligent, motivated, compassionate women paving the way for a brighter future for all.”

Co-Chair Tammi Wortham, Sun Life Financial
“Every day, I am personally inspired by so many women in my life — colleagues and friends — who chose to take their love of their communities and drive efforts and programs that profoundly impact those communities. The United Way has created an amazing opportunity for individuals to create connections with other passionate people so we can work together and embrace the change we all want to see. I’m tremendously honored to serve as co-chair for this year’s United Way Women’s Leadership Breakfast, and I’m excited to share, listen, grow and learn with all of you.”

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Lauren baker: 2018 Women who Lead United Honoree

Lauren Baker currently serves as the First Lady of Massachusetts alongside her husband, Governor Charlie Baker. As First Lady, Lauren works to improve the lives of the children of Massachusetts, focusing in particular on the children served by our Department of Children and Families.

Lauren is a veteran of the advertising world in both New York and Boston, where she led and managed the development of brand campaigns for consumer products, technology companies, and non-profit organizations. Today, Lauren works as a marketing communications consultant, building brand strategies for independent schools with The Baker Group. Her continued passion for service and social responsibility is evident through her current work to increase awareness and raise funds for a number of causes. Lauren actively serves on the Regional Board of Directors for The American Red Cross of Massachusetts and is a founding member of the Tiffany Circle Society of Women Leaders. She served for several years on the Board of Trustees and as a volunteer at Marian Court College, a small, private college that catered to first-generation students from low-income families. Lauren also serves on the Phoenix Charter Academy Foundation Board which provides private funding to support the programs of The Phoenix Academy Charter Schools serving at-risk teens.

Lauren holds an undergraduate degree from Northwestern University and MBA from the Kellogg Graduate School of Management. She enjoys fitness, is a certified kickboxing instructor, and wishes she could ski more often. Above all else, Lauren’s proudest accomplishment is being the mother of three amazing adult children. <return to index>

Nephtalie Dorceus: Community Impact Speaker

Nephtalie Dorceus is a United Way Marian L Heard Scholarship Alum, part of the class of 2012. She also worked as a Community Impact intern for the United Way while pursuing her undergraduate degree. She is currently working New York City as a program coordinator for Young Adult Sexual Services at the Institute for Advanced Medicine, Mount Sinai Hospital. She holds a bachelor’s degree in Health Science from Springfield College and a Masters of Global Public Health from New York University. Nephtalie is the founder of the Publicly Sexy health and lifestyle blog that focuses on both providing information and connecting women of color to reproductive and sexual health services. Nephtalie also has extensive experience working in and with the community. Some of her current and past work includes HIV/STI prevention and education, women’s reproductive and sexual health, and program planning and evaluation. <return to index>

Empowering the next generation through the Marian L. Heard Scholar Program

The Marian L. Heard Scholarship Program is not your typical scholarship fund. Scholars receive a $10,000 college scholarship, but most significantly, the program offers one-on-one mentoring support throughout each student’s college career.

  • 90% of first-generation college students either do not graduate from college in 4 years or take much longer to graduate with a degree
  • 81% of United Way’s Marian L. Heard Scholars earn a bachelor degree within 4 years

Summer Learning Collaborative

Over the course of one summer vacation, summer learning loss creates an approximate three-month achievement gap in reading skills between the two groups of children. By middle school, the cumulative effect adds up to a gap equal to two full years of achievement.

  • 11 Cities
  • 14 United Way Program Partners
  • 4,375 Kindergarten through 8th-grade students attended 
  • Launched Social and Emotional learning component with the addition of 5 Summer Learning Coaches focused on developing social-emotional skills like teamwork, communication, and perseverance

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Kerry Sullivan: Keynote Speaker

Kerry Sullivan is President of the Bank of America Charitable Foundation, whose mission is to help advance economic mobility for individuals and families and support economic progress in communities across the company’s global footprint. In this role, Ms. Sullivan leads a team responsible for philanthropic strategy in support of the company’s commitment to responsible growth through a focus on environmental, social, and governance factors. The Foundation is delivering on a ten-year, $2 billion philanthropic giving goal, with a particular focus of serving low-income communities and vulnerable populations.

Ms. Sullivan manages strategic relationships with non-profit partners and NGOs, addressing issues related to economic mobility, including workforce development and education, community development with an emphasis on affordable housing, and basic needs and disaster relief. She leads the company’s signature philanthropic programs, Neighborhood Builders® and Student Leaders®, which recognize the community leadership and service of nonprofit organizations and students in 48 markets across the U.S., with more than $220 million invested since 2004.  In addition, Sullivan is responsible for the company’s global volunteer program, including the skills-based volunteer corps and Better Money Habits Champions, which supports the company’s purpose to improve financial lives.

With nearly 30 years of experience, Ms. Sullivan is recognized as an expert in the field of charitable giving.  Prior to joining the Bank of America Charitable Foundation, Ms. Sullivan was instrumental in developing Philanthropic Management Foundation Advisory Services, a business unit responsible for providing philanthropic counsel and grants management to high net-worth clients.

She currently serves on the National Board of Directors of Year Up; Mentor, the National Mentoring Partnership; Points of Light;  BPE, the Boston Plan for Excellence; the GreenLight Fund; and serves as Chair of the Summer Fund, a donor collaborative that raises annual support for summer programs to benefit Boston’s inner city youth.

Sullivan has a BA in English from the College of the Holy Cross in Worcester, Massachusetts, and earned her MBA from Boston College Carroll School of Management. She resides in Sudbury, MA with her husband, and has two daughters.

Follow Kerry on Twitter: @KerryHSullivan

Learn more about Bank of America’s ESG work, follow: @BofA_News.

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Theresa Brockelman, Deloitte
Ellie Harrison, John Hancock
Deborah Lawrence, Bank of America
Tammi Wortham, Sun Life Financial

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Table Host Committee

Francina Victoria, Boston Public Schools
Page DeGregorio, Brown Brothers Harriman
Patricia Mullin, Cambridge Trust Company
Karynne Estrada, CBIZ & MHM
Alyssa Stapper, Dana Farber Cancer Institute
Heather Boyd, Deloitte
Nicole D’Achino, Deloitte
Emily Driscoll, Deloitte
Jodi Germann, Deloitte
Eric Kiel, Deloitte
Shuk Kung, Deloitte
Kevin McGovern, Deloitte
Jacquelyn O’Mahoney, Deloitte
Laura Paulson, Deloitte
Stephen Zamierowski, Deloitte
Diane Brissette, Eaton Vance
Diane Hallett, Eaton Vance
Stephanie Ladman, EF Education First
Cheryl Savage, EF Education First
Teri Trautwein, EF Education First
Carolyn Murphy, Enterprise Holdings
Kim Reinert, EY
Amy Lynch, Fidelity
Lynda Abend, John Hancock
Rebecca Anderson, John Hancock
Laura Foster, John Hancock
Rita German, John Hancock
Gina Goldych-Walters, John Hancock
Barb Goose, John Hancock
Ellie Harrison, John Hancock
Keri Rogers, John Hancock
Charu Narain, Merrill Lynch, Pierce, Fenner & Smith Inc.
Sherrie Holder-Watts, Putnam Investments
Bill Gilet and Sarah Koenig Anderson, PwC
Christel Kennedy, Santander
Pat Packard, Santander
Marie Papp, Santander
Hannah Grove, State Street
Kathy Horgan, State Street
Stefanie Mansfield, State Street
Erilda Muco, State Street
John Altieri, Sun Life Financial
Germaine Brennan, Sun Life Financial
Daniela Brunese, Sun Life Financial
Kaitlin Jaquez, Sun Life Financial
Kelly Sampson, Sun Life Financial
Grace Seme, Sun Life Financial
Jocelyn McElhiney, TJX Companies
Carol Valianti, Unitil
Debra Drapalla, Webster Bank
Anne Bowie, Wilmer Hale

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Women United Executive Committee

Vice Chair
Carolyn Murphy, Enterprise Holdings

Women United Global Leadership Council Member
Kim Reinert, EY

Alejandra Salaverria, Boston Properties
Charu Narain, Bank of America Corporation
Karen White, Sun Life Financial
Krista Huebner, EY
Lisa Pirozzolo, WilmerHale
Monika Aderbauer, Iron Mountain Inc.
Nancy Stokes, State Street Corporation
Soojin Chung, Kyruus
Suzan Barron, Brown Brothers Harriman
Teri Trautwein, EF Education First

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Upcoming Events

Purses for a Purpose
November 1, 2018, 5:30 – 8PM
Sheraton, Portsmouth, New Hampshire
Bid on designer purses while supporting community impact.

Thanksgiving Project
Family Night: November 14, 5 – 7:30PM
Women United/WINGS: November 15, 2:30pm – 4:30PM
Hynes Convention Center
Helping 6,000 families enjoy a healthy and happy holiday.

Community Baby Shower
April 24, 2019, volunteer time slots available from 12:30 – 8:30PM
Reggie Lewis Center
Providing first-time moms in our city’s most vulnerable areas with a shower experience and crucial parenting training and tools.

Project Connect
July 26, 2019 – 10am to 4:00pm – Reggie Lewis Center
Connecting families in crisis with critical services that will propel them to stability.

24th Annual Women’s Leadership Breakfast
October 17, 2019
Westin Waterfront

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About Women United

Women United provides meaningful opportunities for women to connect with each other and their communities as philanthropists and volunteers. Women United seeks to be the region’s leading group for women in philanthropy: a network of driven, passionate women impacting their community through philanthropy, leadership, and volunteerism.

For more information about Women United, contact Janet Collins at jcollins@supportunitedway.org.

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United Way’s WINGs group (Women Investing in the Next Generation) mobilizes the next generation of women leaders and their collective power to change lives and build strong communities through volunteerism, education, and philanthropy. A special program within United Way’s Women United Group, WINGs offers hands-on volunteer experiences, professional development opportunities, and networking events tailored to member interests.

For more information contact Elizabeth Chmura at echmura@supportunitedway.org.

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