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 |
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9:00 am | Plenary Session | |
10:00 am |
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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:
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July 2024:
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October 2024:
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Thursday, April 25: Benefit Gala |
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Friday, April 26: Annual Meeting |
Friday, July 26: Plenary, Committees, Executive, and Board of Trustees Meetings |
Friday, October 25: Plenary, Committees, Executive, and Board of Trustees Meetings |