Chapter Notes

Dear Boston Chapter Members,

Please save the date for our next quarterly meeting scheduled on Wednesday, November 14th at 11.45 AM at Winter Wyman’s office located at 880 Winter Street, Suite 200, Waltham, MA 02451.  The meeting will be hosted in conjunction with the Financial Executives International’s annual Current Financial Reporting Issues Conference.

Please register in advance at or respond to this email if you are planning to attend.  Participants will be eligible for 1 hour of CPE.  There is no cost to attend and lunch will be provided. 

Do Shared Service Centers Really Deliver? 
Many organizations are using a shared service center or “center of excellence” to effectively use limited resources and control costs. Explore the pros and cons of using shared service centers, hear success stories, challenges, implications, and get answers to some of the most common questions surrounding shared services. 

After this meeting, attendees will be able to: 

·         Explain how shared service organizations are structured 

·         Recognize how efficiencies are gained utilizing shared services 

·         Calculate some of the set-up costs 

·         Outline how technology can support and or supplement a service delivery approach 


·         Alex Buckthorp, Finance Director, Procter and Gamble

·         Angela Stephens, Senior Vice President, Controller, Dr Pepper Snapple Group 

·         David Fabricant, Senior Vice President, Controllership, American Express Company

·         Ron Kapusta, Corporate Controller and Chief Accounting Officer, Johnson & Johnson

Please forward to others in your organization who may benefit from attending.

We look forward to seeing you on Wednesday, November 14th. 

Warm regards,

Joseph DiMartino

Boston Chapter Advisory Chair

Advisory Chairs

Joseph DiMartino

VP, Principal
JDES Services LLC


Glenn Freedman
+1 781-530-3186
Ian Cain
Valuation Research Corporation
+1 617-330-1615
Chris Roliardi
+1 773-857-1993
Kevin Conley
+1 508-982-1372
John Canale
+1 617-784-8444