FY23 Junior Achievement of Greater Boston Impact Report

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2023

IMPACT REPORT


By focusing on communities most in need of opportunity, we’re tra schools, and communities, and c

Dear JA Friends, This impact report highlights key accomplishments during fiscal year 2023 from July 1, 2022 to June 30, 2023. We had another banner year of increased impact in the Greater Boston region. We continue to make significant progress with our new strategic vision to close the wealth and opportunity gaps for youth in key impact communities in our region (currently Boston, Brockton, Chelsea, Lawrence, Lowell, Lynn, Quincy, Somerville, and Worcester) by creating middle school to career pathways, igniting youth entrepreneurship, and preparing financially savvy youth. The past academic year (2022-2023), we served 8,716 students with 104,592 contact hours, up from 6,199 students and 75,569 contact hours the prior year. This is a 41% increase in students served and a 38% increase in contact hours, resulting in significant increased impact in the region. Fifty-seven percent of students were in high school; 26% middle school; 17% elementary school, which aligns with our strategic vision. We launched JA Inspire in December 2022, a hands-on career readiness and exploration fair which exposed 755 8th graders to 38 employers representing diverse companies and industries to get them thinking about their potential career pathway during the critical middle school years. We recently celebrated the first anniversary of our JA Innovation Center @ RSM in Charlestown, which has provided the region’s youth a safe environment with top-of-the-line technology and access to mentors to ideate, innovate, explore their creativity, and experiment with various JA curricula. We are excited to share news of the significant progress made concerning our JA Career Pathway for Alumni, through which we are preparing JA alumni (post high school) to secure, complete, and succeed in their first career opportunity through paid internships with some of the world’s leading employers in Greater Boston. Employers such as Accenture, AIG, CGI, Eaton Vance, Moderna, Staples, and Voya Financial – just to name a few. We are excited to help these bright JA alumni launch their careers at great companies while also helping diversify the region’s talent pipeline.


ansforming students’ lives, making a lasting impact on their families, creating a more equitable society.

We launched 3DE Schools by Junior Achievement at the Jeremiah E. Burke High School in Boston. This comprehensive, transformational instructional model, which connects high school education to the real world, is reengineering high school education by making education more relevant to students’ future in the workforce, preparing students to master critical competencies that will help them succeed in any career pathway they choose; all while exposing them to positive role models from the business communities who will model what these students can become in the future. We continue to focus on ensuring our organization is representative of the communities we serve. As we write this letter in August 2023, 67% of our staff and 30% of our board are people of color or identify as multiracial. We focused on recruiting diverse volunteers and hired vendors of color. In this report you will read many other accomplishments, meet some of our wonderful students, alumni and partners and get a glimpse into the increased impact Junior Achievement of Greater Boston is making in the lives of the youth we serve, our communities, and the region. We appreciate your partnership in our critical mission; we cannot do it without you. Thank you.

Radhamés Nova President & CEO

George Moore Chair, Board of Directors Chief Technology and Information Officer, CareMetx


Program Spotlights 2022 JA Summer Institute In August 2022, RSM hosted our 9th Annual JA Summer Institute where 31 high school students participated in workshops focused on financial planning, the stock market, the design thinking process, innovation, resume building, and interviewing skills. Forty-three percent of the students were from our impact communities and 77% of the students were new to JA. Each day opened with an Executive Speaker who shared advice and opened the students’ eyes to new perspectives and possibilities. The week wrapped up with a speed networking session where students had the opportunity speak one-on-one with business professionals from different industries. Thank you to our host, RSM, and our generous sponsors Accenture, Experian, Delta Air Lines, EY, FactSet, Northern Bank & Trust, Needham Bank, Citisoft, and East Boston Savings Bank.


CGI IT Girl Challenge The CGI IT Girl Challenge is a 12-week mentoring program for teams of female identifying students to build and design a mobile app under the guidance of CGI mentors. Each team pitches its app via a video and answers live questions from a panel of female IT leaders, who select the winners based on the most innovative, applicable, and creative mobile app design. The winning team receives a $20,000 college scholarship to split among team members. CGI and JA share commitment to enriching opportunities for students to explore new and exciting fields, and this program is a clear example of that mutual passion. The 2023 CGI IT Girl Challenge culminating competition and celebration was hosted at RSM on March 15th, 2023. We had five excellent student teams from Burlington High School, Jeremiah E. Burke High School (Boston), Lowell High School, North Quincy High School, and Chelsea Virtual Learning Academy. Burlington High School finished second and North Quincy High School’s 2-person team came in first and split the $20,000 scholarship!


JA Company Program JA Company Program is our flagship entrepreneurial program where students create, operate, and liquidate a business. This year we had 43 students participate across 6 student teams that each worked to create a product to address an unmet need. Our dedicated mentors from Boston-based businesses met with teams weekly to provide them with invaluable real-world guidance and business expertise. This year marks the one-year anniversary of our JA Innovation Center @ RSM, and each student utilized the space and tools to prototype or create their products. Each team came to the JA Innovation Center @ RSM for prototyping or creating their products and utilized tools such as our 3D printers, laser cutter, vinyl cutter, and embroidery machine. Over the 19-week program, students participated in our events such as the crowdfunding workshop, seed funding competition, and the JA of Greater Boston annual pitch competition. We congratulate our student company Kazé for winning 1st place and the title of JA Company of the Year (and $500 each student) for their pitch about their fashionable aglet protectors. Every year, JA Company Program wraps up with the opportunity for teams to apply to compete as one of 15 teams from across the USA in the JA National Student Leadership Summit. This year, our student company TriSense was selected to attend! They pitched their product to senators and business professionals on Capitol Hill at the entrepreneurship expo, presented their idea to a room full of 100 people, and participated in leadership and entrepreneurship workshops led by JA partners like Delta Air Lines and FedEx.

Student team ReWrite pitches their re-arrangeable notebook during the JA of Greater Boston Annual Pitch Competition

1st place student team Kazé posing with the JA of Greater Boston Company of the Year trophy


“Our mentor encouraged our independence as company team and trusted us to learn and problem solve ourselves. While he would give us pointers, he ultimately let us figure it out on our own, which was unbelievably rewarding.” “I learned how to work with others and what it means to be in a leadership position on a team.” JA Company Program Students

TriSense poses for a photo in front of the US Capitol while on their way to pitch their product at the JA National Student Leadership Summit Entrepreneurship Expo


“For employers that are exhibiting today, these kids will get to not just hear about it or read it on paper, but they get to actually touch and feel it and talk to someone in the industry and hopefully, people that look like them. If you can’t see yourself in that industry and if you can’t see yourself doing that work, then you don’t think it’s for you. And that’s one of the biggest problems that we’ve always had is connecting youth.” Secretary Rosalin Acosta

Massachusetts Labor and Workforce Department

Beth Israel Medical Center showing a student bone drilling with medical tools


2022 JA Inspire In December 2022, Junior Achievement of Greater Boston hosted its inaugural JA Inspire at the Hynes Convention Center in Boston! In total, 755 students from across our region visited, explored, and engaged with 38 exhibitors! 97% of students came from four of our nine impact communities, Boston, Chelsea, Lawrence, and Lowell. This year’s JA Inspire was successful in that 78% of students reported that the event exposed them to different jobs they didn’t know existed. And, 79% reported that it helped them better understand the job market in Massachusetts. Activities ranged from bone drilling and a hip replacement simulation at Beth Israel Medical Center’s booth to a 360 booth at Dellbrook | JKS to learning how to safely drill into drywall with North Atlantic States Carpenters Training Fund. The interactive activities proved to be interesting, fun, and informative with 84% of students reporting so. See the event in action by watching our JA Inspire 2022 highlight video on YouTube!

North Atlantic States Carpenters Training Fund showing students how to dress for work safety and tools

Associated Builders and Contractors showing students construction design on laptop


JA Career Pathway for Alumni This spring we successfully launched the JA Career Pathway for Alumni with a cohort of 17 high school seniors representing five of JA’s impact communities; Boston, Chelsea, Lawrence, Lowell, and Somerville. Led by our Associate Board of Directors, students participated in four 2-hour workshops preparing them to be in a professional setting, before participating in a two-week JA summer internship hosted at RSM. During the JA internship our corporate partners and community partner, Year Up, delivered workshops on topics such as Economic Development, Workforce Trends, Career Design, Resume Writing, LinkedIn Profiles, and many more. Students, now alumni, were given clothing and travel stipends, Dell laptops to keep, and were paid $20 an hour to participate totaling $1,400 each, over $23,000 in total. One student wrote, “I honestly think this has been the best opportunity of my life. I was able to gain the knowledge to enter the workforce that I never would have gotten anywhere else”. In addition to working with our pilot cohort, we placed 14 alumni into paid internships with our corporate partners; cumulatively, alumni earned over $135,000 this summer. We held our first JA Alumni Professional Development Day for these 14 alumni where they identified their working styles, how to build relationships with people of different working styles, worked on active listening, and developed the skills to “Manage Up.” This coming fall we anticipate working with over 50 alumni helping them secure paid internships for the summer of 2024 and entry level jobs. Thank you to our corporate partners for your invaluable support as we launch this critical new initiative!


“I learned about secure and unsecured credit cards. I learned a lot about personal finance in general!” “I can approach an interview confidently by being my authentic self.” “I learned that networking is essentially building a community.” JA Alums


JA Stock Market Challenge After a four year, pandemic induced hiatus, we at JA of Greater Boston were thrilled to bring back our coveted in-person JA Stock Market Challenge to RSM in Charlestown on April 4th, 2023. Exceeding pre-pandemic student participation, 1,211 students participated in lessons about the stock market led by Delta Air Lines volunteers from our community, including from companies such as Santander Bank, Factset, Fidelity Investments, Citizens Bank, & Alliance for Lifetime Income. Lesson topics included: Understanding Stocks, Stock Trading, & Exploring Dividends. Over 100 winners of the classroom competition competed at RSM in an exciting 60-day simulation of the stock market. As any teacher who has implemented project-based learning can attest – it was fun to watch! Students were loud and excited. They took ownership of what they were learning. Thirty-one teams watched the news and hailed floor traders to execute trades. All participating students came from our impact communities, including Boston, Chelsea, Lawrence, and Lowell. The winning team with the highest growth to their portfolio was from Somerville High School; 2nd place was from Lawrence High School (after a 2-year Lawrence winning streak); and third place was from Brighton High School.


Board JA in a Day This year, we had our first Board JA in a Day since 2019! Several board and associate board members, along with their colleagues, led JA lessons to 246 students in 14 classes at the James W. Hennigan K-8 School in Boston. The topics covered were wants vs. needs, the different careers and roles in a community, what is money and how to works in a city, and more! The day was met with many smiles from all! Thank you to our Board companies, Accenture, Dellbrook | JKS, Slalom, CNA, AIG, MDD Forensic Accountants, Robert Half, eternalHealth, KPMG, M&T Bank, and Santander Bank for your participation!

CNA volunteer working with second grade students

Board Member Sheryce HearnsBrisbon (Dellbrook | JKS) working with a first-grade student


Our Impact through Numbers 94% of students served were from impact communities

94% of Individual Contact Hours with students from impact commun 83% of students served were in the middle school to career pathway 101,400 contact hours (34% YOY increase) 398 Learning Experiences provided (40% YOY increase)

643 total number of volunteers, 1,293 number of volunteer experie Impact Communities

Within JA’s 9 Impact Communities, the goal annually is to deepen our relationship communities which reflects an increase of 2,469 students. A true highlight is the sig

Chelsea

Lawrence

New relationships were fostered in FY23 with Chelsea, primarily though the Chelsea Virtual Learning Academy & Chelsea High School. We had record contact hours in Chelsea this year (8,457) and a 5 year high in students served (686). Some highlights include:

Continued growth of our strong partners was evident in FY23 as JA programming s increase in students from Lawrence serve model for our partnerships, with program

• •

Chelsea Virtual Learning Academy students participating in the CGI IT Girl Challenge 90 Chelsea High School students participating in JA Financial Literacy Curriculum Chelsea middle schools sent 177 students through our inaugural JA Inspire event & programming

• • •

800 Lawrence High school students p Future, including the second place tea JA Financial Literacy programming wa High School 260 students from middle schools acr JA Career Speaker Series & JA Job Sha Lawrence, including site visits at Sano


nities (4% YOY increase) (26% Middle School, 57% High School)

ences, and 23,628 total number of volunteering hours

through both serving more students and committing more hours. In FY23, we served 8,241 students within our impact gnificant increases in students served within three communities:

Lowell

ship with the Lawrence community served 4,674 students which is a 55.2% ed YOY. Lawrence continues to be a mmatic highlights including:

JA Programming in FY23 served 800 students in Lowell, including a 4 year high in both number of students served and contact hours (4,052). This is a second straight year of significant growth in Lowell, and program highlights included:

participating in JA Take Stock in Your am at our Stock Market Challenge event as delivered to 631 students at Lawrence

ross Lawrence participated in JA Inspire adows impacted 232 students in ofi & Peachbox amongst others

326 students from Lowell High School participated in JA Finance Park Advanced Middle schools in the Lowell community sent 134 students to the JA Inspire event Lowell High school had 168 students participate in our JA Take Stock in Your Future Curriculum, and sent 28 of those students to our JA Stock Market Challenge


Our Financials

Events (net of direct expense) and Other Income

$493,051

14%

Foundation

$631,000

19%

Corporate $722,525

Individuals

21%

$1,548,430

46%

Summary of Revenues $3,395,006


The financial information presented in this impact report is unaudited and is subject to potential adjustments and modifications.

Management and General Operating $624,196

Program Services

22%

$1,686,486

61%

Fundraising $476,502

17%

Summary of Expenses $2,787,184


Middle School Programs at the JA Innovation Center @ RSM

Warren Prescott 6th graders presenting on their business

Parthum Middle School 6th graders working with clay to make their prototype

Another group presentation of Prescott 6th graders

Parthum Middle School 6th graders presenting on their product


High School Programs at the JA Innovation Center @ RSM

Charlestown High School 7th graders using magna-tiles to create their prototype with RSM volunteer

Charlestown High School 7th graders working on the iPad to research their product

Fenway High School students after completing JA Be Entrepreneurial programming at the JA Innovation Center

The JPMorgan Chase volunteers were from left to right: Jimmy Nguyen, Casey Bangs, Elizabeth Leatherbee, Jordan Gauthier, and Tom Cunningham


“Thank you to JA for help hard skills, but also for th entrepreneurship and sa money in elementary sch in middle school, and for for, what I want to do, wh so much more to learn, a journey beyond high scho

JA Stu

Ada Wu is a freshman at Tufts Universit also this year’s JA Student of the Year re involved with JA through JA Our Region Literacy, JA Take Stock in Your Future, a be continuing her connection with JA t School, Ada was the co-president of he the National Honor Society, as well as a enjoys editing videos, crocheting, maki


JA Ambassadors

ping me discover not only my soft and he various support. For teaching me about aving through hot dog stands and fake hool, for introducing various career paths r helping me discover myself –what I stand hat I’m good at –in high school. I have and I’m super excited to continue my JA ool.” Ada Wu

The JA Ambassadors with the JA Student of the Year were chosen to bring together a group of bright and eager student leaders within JA. These students were asked to speak at events such as JA Golf Classic and JA Stock Market Challenge. They were also asked to speak at board meetings to share the value of JA in their journeys. Via and Adrian braved the stage emceeing our Spirit of JA Celebration. We are very proud of the work that they have done with us and look forward to see where their futures take them! • • • • •

Adrian Diaz, Middlebury College, Class of 2027 Kuba Rozwadowski, Boston University, Class of 2027 Via Sheng, Bentley University, Class of 2027 Nick Ternullo, University of Pennsylvania, Class of 2027 Jimmy Yan, Stonehill College, Class of 2027

udent of the Year

ty and a recent graduate of Boston Latin School. She was eceiving the $10,000 Steve Sullivan Scholarship. Ada was n in elementary school, JA Summer Institute, JA Financial and JA Company Program. She also interned at JA. She will through the JA Career Pathway for Alumni. At Boston Latin er school’s largest volunteering club and vice president of an international DECA competitor. In her free time, Ada ing paracord bracelets, and taking walks.

JA Ambassadors, Adrian Diaz and Via Sheng as emcees at Spirit of JA Celebration


“Volunteering is not always roses and rainbows. There certainly have been times that the students we work with have tested my patience, (especially during our virtual Covid programming years) but those times were often followed by some incredible moments where it became obvious that not only were they paying attention but at times truly embracing the opportunity they had in front of them. Some lessons came easy to our students, some the hard yet more gratifying way through hard work, determination and by failing, pivoting and trying again. Yet regardless of the journey I am always left amazed by the students I meet, for their knowledge, skills and compassion for others.” Michael Kelly

JA Volunteer of the Year Michael Kelly has been a dedicated and passionate volunteer, leading the AIG representation in our JA Company Program after school program for the last five years. Michael has served as a lead mentor, providing key insights and developing not only our student leaders, but his fellow mentors as well. The quality of his mentorship is highlighted by the back-to-back representation by TriSense, the team he’s mentored the last two years, at National Student Leadership Summit. Only fifteen teams nationally are selected every year based on annual reports and marketing efforts. This of course speaks to high caliber students, but additionally to the professionalism, consistency, and leadership Michael models. This year, Michael was commended for his exceptional mentorship in being named the JA Volunteer of the Year at the Spirit of JA Celebration. Michael is a model of what makes a successful mentor and volunteer, and we thank him for his longstanding support of our students, mission, and organization.



“At Delta, we believe that corporate social responsibility and philanthropy are essential to creating a brighter future for our communities. We are honored to support JA’s mission, which aligns with our own values and priorities. Together, we can make a real difference in the lives of young people and help them achieve their full potential. ” Candice Stover District Sales Manager, New England | Global Sales, accepted the award on behalf of Delta Air Lines

Spirit of JA Corporate Partner Delta Air Lines’ exceptional commitment to JA and dedication to empowering young minds have significantly impacted our mission. We extend our heartfelt congratulations and deep gratitude to Delta Air Lines for their invaluable contributions and look forward to a continued partnership in shaping the leaders of tomorrow.


Individual Spirit of JA Awardee Angel Burgado’s extensive work for our JA chapter in the last several years is an example of what we want in a volunteer partnership because his values align with JA’s mission and are shown through his tremendous efforts. He is reliable, thoughtful, and well-intentioned. He is continually working on getting the Santander branches involved in the communities they sit in, allowing students to see themselves in the volunteers. Angel has built up a pool of Santander employees who know JA, recognize JA’s value for young people, and come back wanting more.

“Every sunrise is a gift, and service is our way of repaying that gift. Every morning we wake up and we get the opportunity to go out into the world and make a difference in someone’s life. Whether it is a smile we offer someone or holding the door open or even saying good morning we have no idea the impact we could have on someone’s day, or how that impact ripples to the next person and so on and so on.” Angel Burgado


JA School of the Year This year, we were excited to present our JA School of the Year Award to Parthum Middle School in Lawrence. The school has a diverse student body with a majority of students identifying as Hispanic or Latino. Parthum Middle School strives to provide its students with a high-quality education that prepares them for success in high school and beyond. As a committed JA school partner, Parthum completed weekly JA programming in their 6th through 8th grade classrooms and class participation in our first JA Inspire. In total, 325 unique students received JA programming that covered our three pathways - financial literacy, work readiness, and entrepreneurship. The Parthum warmly welcomed volunteers into their classrooms and continues to be open to a variety of opportunities we offer. By working with JA year after year, their students grow with us and in their learning. Principal Peter LeFebre and Vice Principal Jaina Shea, Parthum Middle School


“Let’s give it a whirl. As a JA alumna, I was instilled with confidence that eased the transition from a Psychology degree to a job at a brokerage firm. With talented colleagues to guide me and a wonderful family to nurture me, I was able to embrace new career opportunities along the way. JA widened my aperture to more broadly consider options at important life moments. I am honored and grateful.” Melinda Kuleszka

JA Alumni Hall of Fame Inductee Melinda Kuleszka held a long career at Fidelity Investments in Boston with leadership roles in marketing, communications, business development, and technology program management. Melinda is a proud JA alum, who continued her involvement with JA by volunteering in her daughter’s classrooms, then joining the JA Board of Directors in 2017. She involved herself in many JA programs, such as being a mentor for JA’s company program, Re-Write.


Our Corporate and Foundation Donors $100,000 and more RSM

Staples Cause for Caring

Delta Air Lines

Mabel Louise Riley Foundation Truist Foundation Yawkey Foundation II

Anonymous

EY PwC The TJX Companies Blue Cross Blue Shield of Massachusetts Deloitte Foundation eCW Giving Foundation

Eos Foundation Lincoln Financial Foundation Wayfair

Enterprise Holdings Avanade Brainly Eaton Vance Needham Bank FactSet Research Systems Sanofi Gemline U.S. Bank Foundation Albrecht Auto Group

DELLBROOK | JKS Eversource Energy JPMorgan Chase & Co. Keolis North America

Boston Mutual Life Insurance Charles Street Strategies ICE Oliver Wyman Unicare ALKU Foundation Baystate Financial

Cresa Boston The Verrill Foundation TIAA

$50,000 to $99,999 Wellington Management Foundation Experian QAS M&T Bank

$25,000 to $49,999 AIG Fidelity Investments Liberty Mutual Foundation Abbot and Dorothy H. Stevens Foundation Webster Bank CGI

$10,000 to $24,999 Voya Financial KPMG Comcast CNA Horace A. Moses Trust Man US Charitable Trust Robert Half The UPS Store Accenture ALKU

$5,000 to $9,999 Beacon Pointe Wealth Advisors Eastern Bank Charitable Foundation HarborOne Bank Santander Bank Northern Bank & Trust Company Omni Boston Hotel at the Seaport MDD Forensic Accountants


$4,999 and below AAFCPAs Aloft Boston Seaport Hotel Associated Builders and Contractors, Massachusetts Chapter Autodesk Ballentine Partners BGSF BioConnects New England BOND Brothers Inc. Boston JATC Carolyn and Steven Flammey Charitable Gift Fund

Citi Commercial Bank Deloitte & Touche Enterprise Bank & Trust Marcum LLP Marsh & McLennan Companies Massachusetts Society of CPAs MassPort Microsoft Corporation MIT Lincoln Laboratory MK3 Creative Museum of Fine Arts, Boston

NNN Properties Ocean Spray Providence Equity Partners RISE Construction Rollstone Bank & Trust The Castle Group The New England Council The Plourde Family Charitable Trust VMware Woods Hole Oceanographic Institute

Our Individual Donors $100,000 and more MacKenzie Scott

William Schawbel

$10,000 to $24,999 Andreana Santangelo Chris MacKenzie

Eddie Perkin Anonymous

Stephen G. Sullivan

George Moore Glenn Ricciardelli Kevin Casey Mark Reilly Pooja Ika

Anonymous Richard Renwick Suzanne Norman William Herp

Curtis Underwood Cynthia Izzo Daniel Budington Diana Barlow Emily A. Neill Erika Neilssen Federico Papa Frank O’Neill Gale G. Murray

James Boviard James M. Suppelsa Jason Pacor Jim Goodfield Josh Drew Karen Heiting Kevin Bolen Kurt Edwards Marta Bergamaschi

$5,000 to $9,999 Annette Leckie Brendan Callahan Charles Hoban Chip Barnes Christine Barry

$1,000 to $4,999 Alvania Lopez Amy Zidow Bernard Dockrill Brian Diepold Brian Kalberer Bruce Hamory Chris Bernene Christopher B. Webster Craig A. Hillier


$1,000 to $4,999 cont’d Max Lopez Migdalia Diaz Paul E. Petry Paul Fehrenbach Raju Pathak

Raymond C. Hoefling Richard White Rick D. Tyson Rommel Espinal Sheryce Hearns-Brisbon

Smaiyra Million Ted Truscott Toly Chea

Jaclyn Collier James Low John Ferguson Jordan Gauthier Josh Kanter Karsys Ramirez-Starsiak

Kristin Fraser Lydia Edwards Michael Kelly Natalie Fedyuk Stephanie Marchand

Charles Wagner Anonymous Chris DeMeo Chris Patten Christopher Kelley Christopher Quinn CJ Younis Clyde F. Jondro Conor Harris Courtney Edson Daniel McCarthy Darryl Ferguson Dave Richardson David Carlson Debbie Little Chiumento Drew Smith Dylan Paul Eamon Miller Elaine Marks Elke Trilla Enda O’Shea Erin Davis Eva Laskas Eva Maynard Frank Paine Gail Branchini Garrett Kelleher

Gina Cosimano Gina DiCiancia Grace Jewal Karue Gregory Boccio Gregory Giesler Isabelle Young Jack Kerins Jack Stark Jasper Oosthoek Jean-Philippe Bernard Jennifer Perry Jenny Riordan Jessica Beatrice Jesus G Suriel Jill A. Johnson Jimmy Duverseau John Griffin John McLaughlin Johnny Carey Jojo Antonio Jolyn Rutledge Jonathan G. Rozier Jordan Greene Joshua Siegal Julia Gleim Julian Walters Julie Furrier

$500 to $999: Candice Stover Christine Berberich Christopher Wetmore Cristina Gonzalez Danielle Pinaud Dave Han

$499 and below: Adam Naida Alan Bryant Alicia Steinkrauss Allie Ketzler Alyssa Lyons Andrea Sullivan Andrew Preite Andy Nickerson Angela Birtz Ann Anderson Anthony DiFranco, Sr. Anya Klionsky Ashley Angel Ashley Waite Axel Stern Ayobami J. Ifabiyi Barbara Tasho Bash Osmani Benoit Denis Brian Eastman Brielle Laliberte Caleb Casimir Carol Warren Caroline Keady Caroline Sullivan Casey Bangs Catherine A. Daley


$499 and below cont’d: Karel Ngnibo Kago Kass Fleming Kate Murphy Kathryn Sheehy Katie Greene Katie McDonough Katie Reilly Katie Wholley Kay Frishman Keira Congo Kelsey Taylor Kelsey Wilkinson Kevin Silver Kristen Page Kyle Wiant Latia King-Fontanez Lauren Campson Lauren Olin Anonymous Lukas Katko Maddie Reynolds Madison McCabe Maricel Goris Marisa Macri Mark Jewell Mark Lounsbury Mary Beth Jokela Matt Kirkham Matthew McCudden Matthew Protzmann Max Smith Meg Richardson Melina Mardueño Meredith P. Paulson Michael Carpentiere Michael Curtin Michael Hoar Michael Kenary Michael Preite Michael Stannish Mohammed Mallouh Morgan Ryall Myrish Antonio

Nat Ferrante Nicholas E. Grant Nick Nahid Olivia von Oldenburg Oscar Moreno Anonymous Paulo R. Frade Peter Donohoe Phil Cartagena Philip Hartmann Raman Gupta Rebecca Risk Richard Hammond-Moore Richard Lehmann Riley Munson Rob Granara Rob Jacob Robert Coly Robert D. Hazard Robert Granara Rod Landis Rohit Majumdar Rosemarie Glidden Samara Laliberte Sandeep Basnet Sarah Brown Schuyler Dawson Sean Robinson Seth and Caitlin Einhorn Shane Cormier Shane Lavoie Shannon Mansfield Shaun Leonard Shauna Bernard Sheyron Banks Stephanie Bernard Sheyron Banks Stephanie Bernard Sue Sullivan Sue Ung Suresh Edara Talgat Duisenov Tanuja Thikekar

Taylor Walston Thomas Halloran Thomas Kelliher Tim Behling Tim Zubak Timothy O’Neil TJ Elder Tomo Ota Tori Schryver Tyler Calder Victoria Crowell William F. Meagher Yashil Kalyani Yasmin Nunez Yeiker Oritz


Our Board of Directors Executive Committee George Moore, Chair

Chief Technology amd Information Officer, CareMetx

Smaiyra Million, Vice Chair

Amy Zidow, Treasurer

Executive Director, Arthur M. Blank Center for Entrepreneurship; Director, Butler Institute for Free Enterprise through Entrepreneurship Babson College

Ray Hoefling

Migdalia Diaz, Secretary Chief Operating Officer, Latinos for Education

Assurance Partner, EY

Eddie Perkin *

Elke Trilla

Associate, Wilson Sonsini Goodrich & Rosati

Members George Albrecht Jr. President & CEO, Albrecht Auto Group Christine Barry* CEO, CeriFi Tim Behling Vice President of Supply Chain, Gemline Christine Berberich Kevin Bolen Advisory Principal, Strategic Planning & Investments, KPMG James Boviard Assurance Partner, PwC Michael Carpentiere Group Car Sales Manager, Enterprise Car Sales Toly Chea Chief Operating Officer, Sanalife & Aqualite US Chris DeMeo Brian Diepold Head of Marketing & Sales Platforms, Wells Fargo Bernard Dockrill Senior Vice President & Chief Operating Officer, Alithya Josh Drew Regional Director, Robert Half

Patrick Dunn Kurt Edwards Founder & CEO, Pyxai Rommel Espinal Vice President, Customer Inclusion Community Leader, Fidelity Investments Natalie Fedyuk Managing Director, Cybersecurity & Privacy, Protiviti John K. Ferguson Maricel Goris Deputy Superintendent for Secondary Schools, Lynn Public Schools Robert Hazard Group Manager, Commercial Banking Senior Vice President, M&T Bank Sheryce Hearns-Brisbon Director, Diversity, Equity & Inclusion, Dellbrook JKS Charlie Hoban Partner, Health & Life Sciences and Boston Metro Leader, Oliver Wyman Pooja Ika Founder & CEO, eternalHealth Brian Kalberer Managing Director, Accenture

Michael Kelly Client Director, AIG

Raj Pathak Managing Director, Morgan Stanley

Rod Landis Managing Director, Senior Portfolio Manager – Middle Market Commercial Banking, Webster Bank

Heidi Pickett Director of Strategic Initiatives & Chief of Staff, The TIE

Alvania Lopez Founder and CEO, PeachBox Co.

Karsys Ramirez-Starsiak Director of Human Resources UPS - Northeast District & Cape Cod Territory

Max Lopez End User Computing Senior Solutions Engineer, Healthcare, VMware, Inc. Chris MacKenzie Partner, RSM US LLP Mark Melito Partner, Deloitte & Touche LLP

Mark Reilly Senior Vice President of Government and Regulatory Relations, Comcast Corporation Glenn Ricciardelli Senior Partner, MDD Forensic Accountants Andreana Santangelo

Oscar Moreno First Vice President, Commercial Lending, Rollstone Bank & Trust

Candice Stover District Sales Manager, New England | Global Sales, Delta Air Lines

Gale Murray

Jimmy Suppelsa Chief Revenue Officer, Touchplan

Suzanne Norman Frank O’Neill Chief Risk Officer, Voya Financial

Chris Webster Entrepreneurship Professor Endicott College

Jason Pacor Managing Director - Consumer, Manufacturing and Technology Slalom Consulting, LLC *Past Chairs


Our Associate Board of Directors Shauna Bernard, Co-Chair

Mike Preite, Co-Chair

Manager, Risk Advisory, RSM

Vice President, Healthcare Corporate & Investment Banking, Truist

JP Bernard * Business Manager, Key Accounts, New Balance

Foster Jondro Director- Mergers & Acquisitions, PwC

Erika Neilssen Management Consultant, Accenture

Greg Boccio Audit and Assurance Senior Manager Deloitte & Touche LLP

Josh Kanter Senior Vice President, NNN Pro Group

Enda O’Shea Senior, Technology Risk, EY

Jack Kerins Audit Manager, KPMG

Rebecca Risk Market Director, Robert Half

Allie Ketzler Industrial Engineering Supervisor, UPS

Tanuja Thikekar Vice President, Consulting Services, CGI

Shaun Leonard Vice President, Vitality and Resilience RISE Development and Construction

Carol Warren Underwriting Consulting Director, Management Liability Private Co and Non-Profit, CNA

Stephanie Marchand * Director, Advisory, Marcum LLP

Tim Zubak Director, Slalom Consulting

Lauren Campson Audit & Assurance Manager, Deloitte & Touche LLP Rob Coly * Senior Credit Officer, M&T Bank Jordan Gauthier Managing Director, Growth and Middle Market Technology Banking, MUFG Dave Han Hotel Manager, Omni Boston Hotel at the Seaport

*Past Co-Chairs

Our Current Staff Jojo Antonio Director, Operations Yanille Baez Senior Education Manager, High School Partnerships

Joanna Furgiuele Senior Development Officer, Foundation Partnerships Latia King-Fontánez Chief of Staff

Val Brooks Associate Director, JA Career Pathway for Alumni

Liana Jerez JA Career Pathway for Alumni Coordinator

Luiza deCamargo Vice President, Development

Tara MacKenzie Education Manager, JA Innovation Center @ RSM and JA Company Program

Esha Dagli Operations Coordinator Katie Desmarais Marketing Coordinator Paulo Frade Vice President, Finance & Technology

Melina MardueÑo Development Officer, Annual Giving & Stewardship Eva Maynard Development Officer, Corporate Partnerships Susan McDonald Education Manager, High School Partnerships

Radhamés Nova President and CEO Deirdre O’Connor Mitchell Chief Operations Officer Bill Stiles Director, Education Sue Ung Senior Education Manager, JA Inspire & Middle School Partnerships Alexis Yang Events Coordinator


October 2023

greaterboston.ja.org


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