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Join us for the 2023 BEPC Annual Gala on Wednesday, May 17, 2023
Registration is now closed. We look forward to seeing you on May 17th!
Be sure to watch your inbox for the "Know Before You Go"
https://conta.cc/4579W0A
If you are unable to attend, please contact bepc@bepc.org. Thank you!
Register to attend the 2023 BEPC Annual Gala at the Omni Boston Hotel at the Seaport today. The BEPC Annual Gala is a celebration of the 2023 Excellence Award recipient, the 2023 President’s Award recipient, and the transition of our presidents.
New for 2023
Emerging from the pandemic, BEPC recognizes the renewed value in making personal connections, building networks, and providing attendees greater flexibility within the event. The format of the 2023 Annual Gala reflects and features these elements while
continuing to prioritize the celebration of excellence and the BEPC community.
The evening begins with our by-invitation-only Leadership Reception at 5:00 pm. All attendees are invited to the Cocktail Hour, beginning at 5:45 pm, where
we applaud outgoing President Beth Milkovits, AEP®, CFP and the 2023 President’s Award recipient.
At 6:30 pm we kick off the Main Event with food stations and spirits. We then turn our attention to Richelle Maguire, CPA, MST, AEP® and
her ascension as BEPC's President and celebrate the announcement of our 2023 BEPC Excellence Award recipient. Our evening concludes at 9:30 pm with the BEPC Lounge. 
 
Event Details
Date
Wednesday, 17, 2023
Time
5:00 pm - 9:30 pm ET
Venue
Omni Boston Hotel at the Seaport, 450 Summer Street, Boston, MA 02210
Attire
Business or cocktail preferred.
Plan Your Trip
BEPC encourages attendees to take public transportation to the event.
- Venue Parking
On-site self-parking is available for $32.00, and valet parking is available for $42.00. Complimentary valet, for up to 50 cars, courtesy of the Valet Sponsor, Nutter, McClennen & Fish, LLP. Vouchers will be available at registration.
- Rideshare Information
Uber Vouchers for $10 off your ride from the Gala, courtesy of the Rideshare Sponsor, PKF O’Connor Davies, will be available at registration.
- Public Transportation
Via MBTA: Silver Line route to World Trade Center Station, walk 4 minutes southwest on World
Trade Center Ave toward Summer Street, and left on Summer Street.
Via Local Bus Route #7/#4 from South Station: From South Station on Summer Street, board City Point bound bus #7 and ride two stops to Summer St opp
WTC Ave. Cross street for entrance of Omni Seaport. Via Silver Line Bus from South Station: Take the Silver Line1, Silver Line 2 or Silver Line Way Shuttle to World Trade Center Station.
Sponsorship Opportunities
Sponsorship opportunities are available for the 2023 Annual Gala. Please review the prospectus for full details
. For additional information, contact our office at 978-364-5170 or sponsorship@bepc.org.
Admission
Individual Tickets
- Early Registration (through April 26, 2023): Member: $175.00 pp / Non-Member: $200.00 pp
- Regular Registration (after April 26, 2023): Member: $250.00 pp / Non-Member: $275.00 pp
In-Person Individual registration closes on Wednesday, May 10, 2023 at 5:00 pm ET. Allowing for BEPC to confirm that all planning details finalized for the evening. We appreciate your understanding and look forward to seeing you on May
17, 2023.
Flashback to 2022. Photographs by David Fox, Photographer
2023 Excellence Award RecipientSara A. Wells is the Practice Group Leader of the Boston Private Client Group at Morgan, Lewis & Bockius LLP where she devotes her practice to estate planning, estate and trust administration, tax planning, and business succession planning for high-net-worth clients worldwide. Sara is a Fellow of the American College of Trust and Estate Counsel and is ranked in Band 1 by Chambers High Net Worth. She has been named an “Accredited Estate Planner” by the National Association of Estate Planners and Councils, a “Top Lawyer” by Boston Magazine, and a “Top Woman of Law” by Massachusetts Lawyers Weekly. Sara founded the Trusts and Estates Consortium, an organization of newer trusts and estates attorneys, in 2005.
Sara is active in pro bono matters, including creating trusts for abused children and a death row exoneree. Sara serves on the board of the Morgan Lewis Foundation, which awards diverse law school students with substantial scholarships. She has been the president of the parent-teacher organizations at her children’s schools for over 10 years, and also volunteers for Compassus Hospice & Palliative Care, the Great Dog Rescue of New England, and the North Atlantic Ballet. Sara grew up in Daytona Beach, Florida, but now lives in Andover with her husband, Travis, and their five children. Read More. |  | 2023 President's Award Recipient Russell E. Holmes, MBA, CFP®, financial planner at Baystate Financial, received the 2023 BEPC President’s Award.
Russell has been a driving force behind establishing the BEPC financial literacy program at the Suffolk House of Corrections. Russell obtained his Mechanical Engineering degree from Boston University, his MBA from Northeastern University and has been a CFP practitioner since 2007. Russell was first elected to the Massachusetts House of Representative in 2010 and continues to represent portions of Mattapan, Dorchester, Hyde Park, Roslindale and Jamaica Plain. He currently serves on the Ways and Means, Bonding/Capital Expenditures/State Assets, Global Warming/Climate Change Committees. He is Vice Chair of the House Committee on Operations, Facilities, and Security Committee. | 
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| Meet Your 2023 Emcee Mike Riley is a Needham, MA native and can be heard behind a microphone on the air or at a sporting event.
He operates his own entertainment and sports memorabilia business but he is also a Public Address Announcer at Gillette Stadium during Patriots and Revolution games. In addition he is the PA announcer for the Providence Friars Men's Hockey team. On the radio, he can be heard on 98.5 The Sports Hub, providing updates and co hosting shows. Better known to the listening audience as “Sarge” Mike got the nickname from Tony Massarotti, after he worked with for the first time saying Mike is “polite, well mannered and disciplined “. Mike is involved with many charities and organizations locally and throughout Greater Boston including The Needham Village Club, The Charles River Center, The American Heart Association, The Leukemia/Lymphoma Society, the Jimmy Fund, American Parkinson's Disease Association, Heroes Cup Hockey and the Sgt. Michael Chesna Memorial Golf Tournament. |
Thank You To Our 2023 Gala Sponsors!
| Leadership Reception Sponsor |
BEPC Lounge featuring Champagne & Dessert Sponsor
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| Valet Sponsor | Rideshare Sponsor |
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Emcee Sponsor |
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Event Cancellation and Substitution Policy
Annual Gala Refunds and Cancellations
The deadline to receive a full refund is May 1,
2023. All cancellation requests must be received in writing via email at bepc@bepc.org. Refunds are subject to a $25.00 processing fee.
Annual Gala Substitutions
A registrant may send a substitute person to the Annual
Gala in his/her place. Requests for substitutions should be sent in writing by email to bepc@bepc.org, by May 10, 2023. No changes may be made less than seven business days prior to the Annual Gala.
Annual Gala Onsite Registrations
Attendees are strongly encouraged to register in advance
of the Annual Gala. Onsite registration will not be available this year.
Important Event Information
The health and safety of our members and guests is important to BEPC. Following in-depth discussions, research and guidance from industry professionals, and the data secured via surveys within the membership, BEPC’s Board of Directors enacted the following requirements for participation at in-person BEPC events. In addition, BEPC will also comply with all venue and government mandates (e.g., mask mandates, limits on gathering sizes, presenting vaccination cards, etc.).
- Effective 9/20/22, BEPC operates under the assumption that attendees at in-person
events are either vaccinated or have received a negative COVID-19 test result from a test taken within 72 hours prior to the event.
- BEPC retains the right to require all attendees to complete a digital health clearance prior to attending an in-person event.
- If required, attendees must submit proof of their COVID-19 vaccination or proof of a negative COVID-19 test result taken within 72 hours prior to the event start date.
- Within 48 hours prior to the event, attendees will receive additional information from staff on the digital health clearance process. Failure to receive clearance prevents an individual from attending an in-person event.
- If the venue or local mandates in effect for the event location require stricter measures (e.g., proof of vaccination against COVID-19 required to enter indoor space), BEPC and all event attendees shall comply with such measures.
- BEPC shall require all attendees accept the “Acknowledgement of Personal Responsibility Form” prior to attending an in-person event. Notice of this requirement and the form will be included on the relevant event webpage and within the registration form/process. Attendees will not be permitted to attend the event without accepting the acknowledgement of personal responsibility.
- BEPC will not permit attendees at any event that are openly displaying signs of illness to enter the event or remain at it and requires that members not attend BEPC events if they are sick, have been sick within the 14 days leading up to the event, have come into contact with anyone who is sick or have traveled to states not listed on the Massachusetts Governor’s approved travel list.
To view BEPC's Event Cancellation & Substitution Policy, please click here.
To view BEPC's Code of Conduct Policy, please click here.
To view BEPC's Photo/Video Release
Policy, please click here .
To view BEPC's In-Person Events:
COVID-19 Prevention & Best Practices, please click here.
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