Addressing a broad array of matters of interest to lawyers representing or regulating banks, insurance companies, investment advisers and other financial services businesses.

The New Year Means New Reasons to Give Back

Is your New Year’s resolution to get more involved in the community this year? Beyond the Billable is here to help. Take a look at this list of upcoming public service trainings and events during the month of January to get you started:

Thursday, January 9, 2014 4:00 PM to 6:00 PM

The BBA is partnering with the Volunteer Lawyers Project and Greater Boston Legal Services to train attorneys of all experience levels to provide pro bono representation to clients who are pursuing unemployment benefits.

Monday, January 13, 2014 4:00 PM to 5:00 PM

Are you an up-and-coming leader in the legal community or in the BBA? Interested in connecting with other civically engaged lawyer leaders? Come learn more about the BBA’s Public Interest Leadership Program and how to apply.

Tuesday, January 14, 2014 4:30 PM to 5:30 PM

If you are looking for an opportunity to work with students, don’t miss the upcoming M. Ellen Carpenter Financial Literacy Training. After completing this training, volunteers go into high schools and educate students about the importance of making smart financial decisions. Each class is designed to last approximately one hour and you can sign up for a time and location that works best for you.

Wednesday, January 22, 2014 4:00 PM to 6:00 PM

Come to the annual LAR certification training to learn the basics of going into court for a single event in a case. After the main training, you can choose to attend a breakout session on LAR in the Boston Municipal Court or the Housing Court. Are you already certified? Just sign up for one of the breakout sessions.


To learn more about our public service opportunities, click here.

Financial Services Committees

  • Banking Committee
    This committee deals with a broad array of matters of interest to banks and other financial institutions, focusing in particular on relevant legislative and regulatory developments.

    Contact Information

    Robert Tammero

    Craig and Macauley Professional Corporation

    (617) 367-9500

    Barbara Keefe

    State Street Corp

    (617) 664-7429

  • Broker-Dealer Committee
    The Committee focuses on legal and regulatory issues relevant to the broker-dealer community, such as the establishment and operation of broker-dealers, industry developments, key enforcement, litigation and arbitration decisions and compliance challenges.

    Contact Information

    David C. Boch

    Bingham McCutchen LLP

    (617) 951-8000

    Mark LaSalle Keene

    Bank of America

    (617) 434-7223

    Hillary Pelletier

    LPL Financial LLC

    (617) 897-4776

  • Civil Enforcement Committee
    This Committee focuses on how financial services firms interact with their regulators in the context of civil enforcement, addressing issues arising from investigations, examinations, litigation, compliance, settlement, and related concerns.

    Contact Information

    Eben Prentice Colby

    Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates

    (617) 573-4855

    Luke T. Cadigan

    K&L Gates LLP

    (617) 261-3118

  • Communications Committee
    This is a joint committee between the Business Transactions and Financial Services Sections. This committee publishes information relevant to the business bar. If you are interested in an editorial position or writing an article, please contact the Co-Chairs.

    Contact Information

    Vanessa English Candela

    EMC Corporation

    (508) 293-6456

    Gina M. Perini

    (508) 315-8046

  • Financial Services Public Policy Committee
    This is a joint committee between the Business Transactions and Financial Services Sections. The BBA is very active on the legislative front. Often times, business attorneys are asked to lend their expertise.
  • Financial Services Public Service Committee
    This is a joint committee between the Business Transactions and Financial Services Section. This committee enables business attorneys to perform pro bono work for individuals and organizations.
  • Insurance Law Committee
    This committee covers all areas of insurance law, including property, casualty, life, health, disability, professional liability, fidelity, surety, excess surplus and reinsurance, from the perspective of policyholders, carriers and third parties.
  • Investment Companies and Advisers Committee
    This committee meets to discuss matters affecting investment advisers, mutual funds and private funds, including proposed legislation, developments in federal and state regulation, evolving legal issues and compliance challenges

    Contact Information

    Jason P. Pogorelec

    Fidelity Investments

    Carlo Forcione

    Putnam Investments

    (617) 760-1224

  • Steering Committee
    The leadership committee of the Section organizes programs and discusses policy. To inquire about opportunities, please contact the Section Co-Chairs.