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January 2024 Quarterly Meetings

Schedule - January 25 & 26, 2024

  Click on a meeting to register for the Zoom session.

 

Thursday, January 25

Virtual via Zoom

Friday, January 26

Virtual via Zoom

9:00 am   Plenary Session
10:00 am

 

Development Committee

11:00 am   Break
11:15 am   Finance Committee
12:15 pm   Audit Committee
1:00 pm   Break
1:15 pm   Investment Committee
2:30 pm   Executive Committee
3:15 pm   Board of Trustees Meeting
6:00 pm January Virtual Benefit  

January Details and Registration

Thursday, January 25
6:00 p.m. Eastern Time

Virtual Winter Family History Benefit honoring British Historian and Author Lucy Worsley.

Participants: Open to all American Ancestors members and guests with paid registration or sponsorship

Click here to register for the Virtual Benefit Event

Join us as we honor British historian, author, curator, and television presenter Lucy Worsley who will be in conversation with President Emeritus And Chief Stewardship Officer D. Brenton Simons. Simons will present Worsley with a Lifetime Achievement Award in English Heritage and Culture.

About our Honoree and Moderator:

Lucy Worsley OBE is an accomplished historian and author. Her nonfiction books include Courtiers: The Secret History of the Georgian Court (2011) and Jane Austen at Home: A Biography (2017). Her work as host of the BBC's A Very British Murder led to her publication of a book by the same name (2014). She has gained worldwide acclaim as a presenter of BBC Television and Channel 5 series on historical topics, including the History's Biggest Fibs series and the four-part television series If Walls Could Talk, which explored the history of British homes, from peasant cottages to palaces. Worsley is joint chief curator at Historical Royal Palaces. 

Worsley was appointed Officer of the Order of the British Empire (OBE) in the 2018 Birthday Honours for services to history and heritage. The Investiture by Charles, Prince of Wales, took place at Buckingham Palace

D. Brenton Simons OBE has served in the leadership of American Ancestors - New England Historic Genealogical Society, the nation's flagship genealogical institution, for more than 30 years. In The King's Special Honours announced in October 2023, King Charles III appointed Simons an honorary Officer of the Order of the British Empire (OBE) in recognition of his longtime services to Anglo-American history.

 

Friday, January 26
9:00 a.m. Eastern Time

Plenary Session 

Participants: All Trustees, Councilors, Honorary Trustees, and Candidates; registration required

ZOOM: Click here to register for the Plenary Session

 

Friday, January 26
10:00 a.m. Eastern Time

Development Committee

Participants: Development Committee Members; registration required

ZOOM: Click here to register for Development Cmte.

Development Committee members:

M. David Sherrill (Chair) Rebecca M. Rogers (Councilor)
Robb Aley Allan (Trustee) David M. Trebing (ex-officio)
Susan Carlson (Trustee) Meghan Hallock (VP for Advancement)
Richard Batchelder (Councilor) Ryan J. Woods (President and CEO)
Rebecca Madsen (Councilor)  

 

11:00 a.m. - Break

 

Friday, January 26
11:15 a.m. Eastern Time

Finance Committee

Participants: Finance Committee Members; registration required

ZOOM: Click here to register for Finance Cmte.

Finance Committee members:

John E. Corcoran (Treasurer and Committee Chair) Sarah Gunderson (Councilor)
Nordahl L. Brue (Trustee) Beverly L. Hamilton (Councilor)
Mark Thomas Cox, IV (Trustee) Roger T. Servison (Councilor)
Gerard A. Halpin, III (Trustee) David N. Smith (Councilor)
Brenda L. Johnson (Trustee) Diana M. Smith (Councilor)
Andrew P. Langlois (Trustee) Thomas R. Wilcox, Jr. (Councilor)
Jonathan B. Treat (Trustee) Frank C. Ripley (Honorary Trustee)
Sumner E. Anderson (Councilor) Cheryl L. Edwards (Councilor)
Brent J. Andersen (Councilor) David M. Trebing (ex-officio)
Marc E. Chardon (Councilor) Ryan J. Woods (President and CEO)
Prudence S. Crozier (Councilor) Bruce Bernier (American Ancestors CFO)

 

Friday, January 26
12:15 p.m. Eastern Time

Audit Committee

Participants: Audit Committee Members Only; registration required

ZOOM: Click here to register for Audit Cmte.

Audit Committee members:

Thomas R. Wilcox, Jr. (Chair) Bill Griffeth (Councilor)
Gerard A. Halpin, III (Trustee) John M. Fleming (Honorary Trustee)
M. David Sherrill (Trustee)  

 

Break - 1:00 p.m. - 1:15 p.m. 

 

Friday, January 26
1:15 p.m. Eastern Time

Investment Committee

Participants: Investment Committee Members; registration required

ZOOM: Click here to register for Investment Cmte.

Investment Committee members:

Jonathan B. Treat (Chair) Bill Griffeth (Councilor)
John E. Corcoran (Treasurer) Beverly L. Hamilton (Councilor)
Mark T. Cox, IV (Trustee) Stephen J. McCarthy (Councilor)
Gerard A. Halpin, III (Trustee) Ryan D. Taliaferro (Councilor)
Andrew P. Langlois (Trustee) David M. Trebing (ex-officio)
Mark Kimball Nichols (Trustee) Ryan J. Woods (President and CEO)
Eric N. Ward (Trustee) Bruce Bernier (American Ancestors CFO)
Jay Goetschius (Councilor)  

 

Friday, January 26
2:30 p.m. Eastern Time

Executive Committee 

Participants: Executive Committee Members Only; registration required

ZOOM: Click here to register for Executive Cmte.

Executive Committee members:

David Trebing (Chair) M. David Sherrill (Vice Chair)
Bonnie A. Reilly (Second Vice Chair) John E. Corcoran (Treasurer)
Gerard A. Halpin, III (Secretary) Mark Kimball Nichols (Corresponding Secretary)
Nordahl L. Brue Susan E. Carlson
Eric N. Ward Ryan J. Woods (President and CEO)

 

FRIDAY, January 26
3:15 p.m. Eastern Time

Board of Trustees Meeting

Participants: Trustees Only; registration required

ZOOM: Click here to register for the Trustees' Meeting


Board of Trustees:

David M. Trebing (Chair) Keli D. Levine
M David Sherrill (Vice Chair) Jo Anne C. Makely
Bonnie A. Reilly (Second Vice Chair) Nancy S. Maulsby
John E. Corcoran (Treasurer) John S. Rando, Jr.
Gerard A. Halpin, III (Secretary) Helen E. R. Sayles
Mark Kimball Nichols (Corresponding Secretary) Jonathan B. Treat
Robb Aley Allan Elizabeth B. Vitton
Nordahl L. Brue Eric N. Ward
Susan E. Carlson Nancy C. Webster
Mark Thomas Cox, IV Brenda M. Williams
Brenda L. Johnson Ryan J. Woods (President and CEO)
Andrew P. Langlois  

Future Meeting Dates

  

April 2024:
Boston, MA
July 2024:
Virtual
October 2024:
Boston, MA
Thursday, April 25:
Benefit Gala
   

Friday, April 26:
Committees, Executive, and Board of Trustees Meetings

Annual Meeting

Friday, July 26:
Plenary, Committees, Executive, and Board of Trustees Meetings
Friday, October 25:
Plenary, Committees, Executive, and Board of Trustees Meetings