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September 17 Meeting

September 17, 2018 @ 1:30 pm - 5:00 pm

Partners Healthcare
Somerville, MA

1:00-1:30Registration - Networking
1:30-2:45An Insiders Guide to the Mass State Treasury
2:45-4:00Banking and Cannabis: Risk, Risk Mitigation and Opportunities

An Insiders Guide to the Mass State Treasury

presented by Jim MacDonald, First Deputy Treasurer

The Massachusetts Treasury department is comprised of multiple departments and agencies that handle financial concerns, asset management, and advocacy.

Jim MacDonald, First Deputy Treasurer of the Commonwealth, will provide an overview of the workings of the office of the State Treasury and how decisions are made to make things move as it relates to banking, cash flow, paying bills, and issuing debt.

Banking and Cannabis: Risk, Risk Mitigation and Opportunities

presented by Frank Segall and Scott Moskol, Burns & Levinson LLP

With Cannabis Industry being introduced in MA and other areas throughout the United States, one area that needs to further advance to support this industry is financial services.  Come listen to a review of the industry and the inherent conflicts that exist  between State and Federal Regulations in addition to their comments on “what is needed to service the Cannabis Industry from a Financial Services perspective”.

Frank A. Segall and Scott Moskol,  co-chair Burns’ Cannabis Business Advisory Group.  In April 2017, Burns & Levinson announced the expansion of its newly named Cannabis Business Advisory Group, which helps clients navigate the complex legal and business framework that surrounds the rapidly growing marijuana industry in the United States. Burns was the first major Boston corporate law firm to develop a cannabis business practice three years ago – initially started as a medical marijuana practice – and is considered among the top law firms in the country with expertise handling high-level corporate and financing deals in the cannabis market.


Members: No Charge
Non-Members: $35


Approved for up to 1.8 CTP/CCM recertification credits by the Association for Financial Professionals.
Approved for up to 1.8 FP&A recertification credits by the Association for Financial Professionals.


about the speakers

James A. MacDonald. First Deputy Treasurer, Commonwealth of Mass
On June 28th, 2017, Treasurer Deborah Goldberg named James (Jim) A. MacDonald as the Chief Executive Officer of the Massachusetts School Building Authority (MSBA). Jim had been serving as the Interim CEO since January 2017. Jim’s career in the Office of the State Treasurer spans over forty years. In January 2015, Treasurer Deborah B. Goldberg appointed Jim to the statutory position of First Deputy Treasurer of the Commonwealth. As part of his role, Jim works closely with other Treasury departments and state agencies on matters of policy and operations.
Jim serves as Treasurer Goldberg’s designee on the Board of Bank Incorporation, Clean Water Trust and the MMDT Advisory Board. He also represents the Treasurer at the Massachusetts Collectors and Treasurers Association as well serving as the Chair of the State Debt Management Network for the National Association of State Treasurers (NAST), and on the National Association of State Auditor’s, Comptrollers and Treasurers, Financial Management and Intergovernmental Affairs Committee and the Training and Professional Development Committee.
On the local level, Jim has been a member of Dedham’s Finance Committee and elected member of the Dedham Charter Commission and Town Meeting. Currently, he is in his eighth term and Vice-Chairman of the Board of Selectmen, having served five times as chair. Jim resides in Dedham with his wife, Paula, and two sons, James and Stephen. He attended Boston State College and is active in St. Susanna Church in Dedham. He is also involved in many athletic programs for children and young adults with special needs.
Frank A. Segall, Burns & Levinson, LLP
Frank Segall leads Burns & Levinson as part of its Executive Committee and as Chair of the firm’s Business, Finance, Restructuring and Venture Capital & Private Equity groups. Known for his business savvy, thoughtfulness and legal expertise, Frank has helped build the firm’s practice and focus on the needs of growing companies. Highly networked and capitalizing on his business acumen along with lawyering skills, Frank has helped his clients create, develop, and build synergies, negotiated highly complex and sophisticated transactions, secured billions of dollars of financing, brokered strategic partnerships and expanded revenues for his clients.
With a strong background in finance and business operations, Frank and his team regularly negotiate business deals including mergers, acquisitions, sales, syndications, loans, restructuring and equity investments. Frank works as outside general counsel to businesses throughout the world and has deep expertise in a broad base of industries including manufacturers, industrials, technology, transportation, retail and services industries as well as expertise in commercial lending and structured finance.
Frank also provides counsel to clients in the cannabis industry including investors, lenders, and operators of cultivation and dispensary facilities throughout the country. He is retained for capital raises, structuring investments, drafting operative documents and for general business advice in this rapidly growing industry.
Scott Moskol, Partner, Burns & Levinson LLP
Scott Moskol is a partner, and co-chair of the firm’s Financial Restructuring & Distressed Transactions and Cannabis Business Advisory practices, and a member of the Corporate, Finance, and Infrastructure & Public-Private Partnerships practices. He has developed a national platform representing and counseling clients with respect to all legal issues that may arise in restructurings, workouts, bankruptcies, receiverships and other insolvency-related matters.
Scott’s practice also consists of advising clients with respect to the purchase and/or sale of distressed assets, companies and loan portfolios. Additionally, he has expertise advising private clients with respect to their public-private partnership relationships with the public sector. He also represents clients with respect to financings and lending transactions, as well as general corporate matters, sometimes serving as outside general counsel.
Since 2013, Scott has been providing corporate counsel to clients in the cannabis industry. His nationwide base of clients in this growing practice includes investors, lenders, operators of cultivation and dispensary facilities, consultants and family offices. Scott is often retained for capital raises, structuring appropriate vehicles for investment in the industry, drafting operative documents, and for general business advice given his involvement as an executive team member of one of his operating entity clients.


September 17, 2018
1:30 pm - 5:00 pm
Event Category:


Partners Healthcare
399 Revolution Drive, Assembly Room A
Somerville, MA 02145
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