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Dec 10

FPA NE WGT - From Values to Impact: Purpose, Planning & Thilanthropy

Join us for the final Wicked Good Talks of the year: From Values to Impact: Purpose, Planning & Philanthropy.

Hear from Erinn Andrews on purposeful charitable giving, Thomas Bentley on community foundations and their role in philanthropy, and Marybeth Breed & Adam Cole on financial literacy, pro bono services, legislation, & education.

The ice cream drawer will be fully stocked. After the program, join us for Happy Hour in the Atrium to connect with fellow attendees, share ideas, & reflect on another great year as a chapter.

Can't make the whole day, no problem just come for happy hour!

Conference Center at Waltham Woods
860 Winter St, Waltham, MA 02451
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Thursday, December 10, 2026
11:00am - 06:00pm

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$40.00 - $175.00

Meet Our Amazing Speakers

Erinn Andrews is the Founder and CEO of GiveTeam, a unique philanthropic planning company that specializes in supporting donors who give away ~$10K–1M per year and want to be more intentional in their giving. GiveTeam collaborates with financial professionals to better serve their clients' charitable needs. They help donors develop a charitable mission statement and identify nonprofits to consider funding aligned with their goals.

Prior to founding GiveTeam, Erinn led the Effective Philanthropy Learning Initiative at Stanford’s Center on Philanthropy and Civil Society (PACS) where she conducted research to understand donor behavior, published resources for high-capacity donors and advisors supporting high-capacity donors, and developed innovative education programs—for donors and financial advisors.

 

Before Stanford PACS, Erinn led GuideStar’s (now Candid) nonprofit strategy, managing the largest database of nonprofit information in the US. While at GuideStar, she developed and launched the GuideStar bronze, silver, gold, and platinum levels of distinction, encouraging more organizations to self-report qualitative and (standardized) quantitative impact data.

 

After earning her B.A. and M.A. from Stanford University, she launched a nonprofit called Philanthropedia to identify high-impact nonprofits across multiple cause-areas. Philanthropedia was ultimately acquired by GuideStar.

 

Erinn serves as President of the national board of Advisors in Philanthropy, acts as a “Kitchen Cabinet” advisor to Northern California Grantmakers, and is a member of the Peninsula Latina Giving Circle. 

Adam Cole is a personal finance teacher and financial planner who specializes in helping students, educators, and families plan for their financial futures. After teaching personal finance at Needham High School for over 12 years, he founded Infinite Summer Financial Planning, a fee-only practice focused on helping young adults, families, and educators build strong financial foundations. Adam is also a Certified College Financial Consultant, and he combines his background in teaching with his work as a registered investment advisor to provide approachable, practical guidance on budgeting, saving, retirement planning, and paying for college.

He also serves on the board of the Needham Education Foundation and as treasurer of the Needham Cub Scouts Pack 4.

Thomas Bentley is an Associate Vice President of Leadership Giving at the Boston Foundation and member of the Philanthropy Group’s Senior Leadership Team. He works on major gifts to the Boston Foundation, including to the donor advised fund program, planned gifts, and oversees the strategy of the annual campaign. Additionally, Thomas enjoys providing high-level philanthropic advisory services to family and corporate clients and working with professional advisors. He joined the Foundation in January of 2016 after an 8-year tenure at Big Brothers Big Sisters of Eastern Massachusetts Bay. Thomas holds a master's degree in Non-Profit Management from Wheelock College where he was selected as the student commencement speaker and graduated Summa Cum Laude from Roger Williams University. He is a Chartered Advisor in Philanthropy (CAP®) by the American College of Financial Services. He serves on the board of the Sharon Cooperative School where resides with his wife, daughter, and son.  

Marybeth Breed has over 30 years of experience in the wealth management industry, including 12 years at Heritage Capital Management and 12 years at Wainwright Bank & Trust Company. She has maintained both family and institutional client relationships throughout her career and has focused on financial planning, client service, investment management, and fiduciary services. Marybeth created and manages our financial planning seminar and webinar series to educate clients on topics such as Social Security, Medicare, estate planning, senior care, and cybersecurity.


Marybeth is the community outreach director for the Financial Planning Association of New England (FPANE) overseeing pro bono financial planning partnerships with the Dana Farber Cancer Institute, The Massachusetts National Guard, Homes for Our Troops, Jewish Vocational Services of Boston, and the Massachusetts Office of Economic Empowerment.


Marybeth is an advocate for financial literacy in Massachusetts public schools, serves as a director for the Massachusetts Office of Economic Empowerment, and is the past president of the Financial Planning Association of New England.


Marybeth is a CERTIFIED FINANCIAL PLANNER® professional and has her Series 65. She has a Bachelor of Arts in business and Economics from Saint Anselm College.