Power: A CFO’s Bold Moves

November 15, 2018
7:30 am – 6:15 pm
Boston Marriott Newton
Newton, MA


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About the 2018 MIT CFO Summit

A CFO is known for being rational and thoughtful. This is not a poor characteristic. But, are there times when a bold move matters? We would say YES! Company meetings are often spent giving equal air time, and coming out with a deferment of decisions. Instead, we want the CFO to be bold… to let the future success be defined rather than dictated. Register today to learn how today’s CFOs make these decisions, convey those decisions with confidence, and manage with power.

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When Was the Program Introduced?

The MIT Sloan CFO Summit, started in 2002, is the nation’s premier CFO event bringing together financial executives from around the world and leading faculty from MIT. The annual event offers a day of interactive learning and thought-provoking discourse on the future of finance, accounting, and business that is not available anywhere else. It includes presentations, panels, keynotes speakers, networking and a closing reception.

What Differentiates the MIT Sloan CFO Summit?

Each year, the volunteers who plan the Summit have three goals in mind. One, to attract best-in-class speakers who represent a broad mix of industries, geographies and business stages. Two, to attract a best-in-class audience of CFOs and other financial executives from small and large companies, private and public. Three, to help all participants maximize practical education and peer networking in a convenient, one-day format.

Who Designs the Program?

The MIT Sloan CFO Summit is designed by volunteers using knowledge from professional experience and the expertise of the academicians at MIT Sloan School of Management. Conference organizers have access to vital information and a network of expert business leaders to draw from, which allows them to foster thought-provoking discussions and facilitate peer networking for their fellow executives. The Summit is part of the CXO Series produced by the MIT Sloan Boston Alumni Association along with MIT Sloan.

Co-Chairs of the program are Jeremy Seidman (MBA ’03) and Jack McCullough (MBA ’97).

Who Attends the MIT Sloan CFO Summit?

The MIT Sloan CFO Summit attracts 500+ CFOs and senior financial executives. In addition to CFOs, participants include CEOs, Presidents, financial executives, audit committee members, and investors. We offer 7.5 CPE credits for full day attendance.

How Many Speakers Participate in the MIT Sloan CFO Summit?

Last year the program had 10 keynoters and 30 panelists. These numbers are relatively consistent each year.

What Are Some of the Companies and Industries that the Speakers Represent?

The MIT Sloan CFO Summit brings together a diverse group of financial leaders from a wide range of industries, geographies and business stages. Prior Summits have included CFOs and CEOs from Google, Home Depot, Caterpillar, Comcast, IBM, LinkedIn, General Motors, UPS, JetBlue, and many more.

How Do I Obtain Information About Individual Programs or Request an Interview with one of the Speakers?

Contact info@mitcfo.com


Learn and connect at keynotes,
breakout panels, networking
opportunities and more

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The 2018 Agenda
Thursday, November 15, 2018

CPE Information:

  • Program level: Intermediate
  • Approved CPE: 7.5
  • Field of Study: Finance
  • Program Prerequisites: None
  • Advanced Preparation: None
  • Delivery Method: Live/Group
Learning Objectives:
  • Understand how today’s CFOs make decisions, convey those decisions with confidence, and manage with certainty
  • Learn how to weigh options, make choices and allocate both human and financial resources
  • Review the ways the equity market has evolved, including the role of technology, the evolution of shareholders and decisions made along the way
  • How to manage internal cyber security procedures and external data threats
  • Learn strategies on how to manage with conviction and maintain calm through times of uncertainty
  • The impact of near-in decisions on long-term results and vice versa

The CFO Leadership Council is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org

Click here to see past programs


World-class financial executives and
leading academics address practical
challenges and strategic solutions

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2018 Speakers

News & Video

The latest news, blog posts and videos

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Opening Remarks and Welcome

Jeremy Seidman, MBA ’03 Co-Chair, MIT Sloan CFO Summit Jack McCullough, MBA ’97 Co-Chair, MIT Sloan CFO Summit

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Thomas A. Kolditz – Leadership ABC’s

To view the full video, click here.

Thomas A. Kolditz Director of the Ann and John Doerr Institute for New Leaders at Rice University

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A Walk Down Wall Street

Scott Hill hief Financial Officer, Intercontinental Exchange Roberto Rigobon Professor of Management & Professor of Applied Economics, MIT Sloan

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Cybersecurity for the CFO

Keri Pearlson (moderator) Executive Director, (IC) 3 Brian Cohen Chief Financial Officer, BitSight Technologies Malcolm Harkins Chief Security & Trust Officer, Cylance, Inc. Phong Le, MBA ’05 Chief Financial Officer, Microstrategy Sumukh Tendulkar, MBA ’02 Director of Product Marketing, IBM Security

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The Right Stuff

Paul Crisci Managing Director/Global Group Head, UBS Kevin Bisson Executive Vice President of Finance & Chief Financial Officer, Ipswitch John J. Curran Senior Vice President & Chief Financial Officer, Cognex Corporation John Kinzer Chief Financial Officer, Hubspot, Inc. Chris Malone Chief Financial Officer, Applause

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CFO Leadership: From Chaos to Calm

Kimberly Johnson (moderator) Editor, CFO Journal, The Wall Street Journal Robert Eddy Executive Vice President and Chief Financial Officer, BJ’s Wholesale Club, Inc. Gina Mastantuono Chief Financial Officer, Ingram Micro Stephen J. Priest Executive Vice President & Chief Financial Officer, JetBlue

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Cybersecurity- How much is too much

Troy Lieberman (moderator) Litigator and Data Privacy Attorney, Nixon Peabody Pietr Lindahl Head of Cyber Threat Reduction & Strategic Analysis, Philips Aparna Ramesh, MBA ’15 Chief Financial Officer, Federal Reserve Bank of Boston Kristian P. Talvitie Chief Financial Officer, Sovos Scott Ward Chief Financial Officer, Cybereason

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Industry Shmindustry

Bill Driscoll (moderator) President, New England District, Robert Half International, Inc. Anthony Callini Executive Vice President & Chief Financial Officer, Monotype Imaging Holdings Inc. Kim Drapkin Chief Financial Officer, Jounce Therapeutics, Inc. Shan Nair Principal, Nair Global Investment Fund Sean Quinn Executive Vice President & Chief Financial Officer, Cimpress

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Predictive Analytics

Arnold Barnett (moderator) George Eastman Professor of Management Science, Professor of Statistics, MIT Sloan Thack Brown General Manager & Global Head of Line of Business Finance, SAP Steve Goldaper Executive Vice President & Chief Financial Officer, Brooks Bros. Ammon Matsuda Managing Director, Data & Analytics, KPMG John North Senior Vice President & Chief Financial Officer,…

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Starting Up

Dan Allred (moderator) Market Manager, Silicon Valley Bank Michael Brown General Partner, Battery Ventures Brian Day Chief Financial Officer, Fuze Mike Foley Chief Financial Officer, Unity Technologies Mo Garad CFO, Turbonomic

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Long-term Start-up Success

Helen Greiner, SB ’89, SM ’90 Founder & Chief Technical Officer, CyPhy Works

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Afternoon Keynote 

Lou Shipley (moderator), MIT Sloan Brad Dickerson, Blue Apron Chris Nielsen, Redfin

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Navigating the Continual Budget & Planning Cycle

Joe Cyriac (moderator) McKinsey Bob Berdelle, United Way Worldwide Thomas Fisher, IBM Global Services Eric Shaff, Seres Therapeutics Erick Sockol, Bigbelly Solar

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How to be a Quiet Leader and Have a Meaningful Impact

Ruth Silman (moderator) Nixon Peabody Linda Bain, Codiak BioSciences Sach Barot, Dun & Bradstreet Vinay Mehra, Politico John Van Manaan, MIT Sloan

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Talent Management: How to Attract, Retain and Optimize Employee Relations

Bill Driscoll (moderator) Robert Half Int’l Ken Bettenhauser, HR Knowledge Stephen Gregorio, Black Duck Software Lorence Kim, Moderna Therapeutics Janice O’Reilly, TechTarget, Inc.

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Anticipating Disruptions: External and Internal Threats to Data

Chetan Gavankar (moderator), KPMG Elizabeth Boland, Bright Horizons Family Solutions Michael Ellis, Flywire Josh Siegel, CyberArk

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Run DMC: CFO Leadership in a Digital-Mobile-Connected World

Kimberly Johnson, The Wall Street Journal Richard Peretz, UPS Kathleen Philips, Zillow John Rainey, PayPal

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Maximizing Shareholder Value

Zach Maurus (moderator), UBS Ingmar Berg, Educatius Int’l Michael Echenberg, Care.com Valen Tong, Brookstone Co. Jason Trevisan, CarGurus

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Software Systems: Renew or Replace

Leslie Owens (moderator), MIT CISR Ryan Brenneman, Eyegate Pharmaceuticals Randy Garrison, SAP Sean Quinn, Cimpress Milo Sprague, SVB

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Opening Remarks/The CFOs Dilemma/Fireside Chat with Hal & Jeff 

Jeremy Seidman, MIT Sloan CFO Summit Hal Gregersen, MIT Leadership Center Jeffrey Bornstein, General Electric Co.

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Registration is Sold Out

To be put on the waiting list, please email info@mitcfo.com

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2016 MIT Sloan CFO Summit to be Held November 17 “Always On: The Digital CFO”

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Fireside Chat with IBM

Hear IBM’s perspective on innovation and expertise, and its path from insight to action. IBM is over a century old and still one of the largest companies in the Dow Jones Industrial Average. How does “Big Blue” continue to grow its global brand? Get the inside track on key innovations that IBM is currently working…

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Capitalizing on Human Talent

Financial executives are subject to the same human capital challenges as other corporate leaders – finding appropriate talent, managing personnel, tracking accomplishments and appropriately overcoming challenges and recognizing success. New technology can help, as can ensuring innovative partnerships between Finance and HR. We’ll explore innovative roles and rules for today’s financial leaders.

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The Arc of The Deal

Deal-making continues to be a critical role of the CFO. Whether it involves venture capital, mergers and acquisition activity, a global development agreement, or an initial public offering, the successful negotiation of these deals is critical to the long-term success of an enterprise. Succeed and you will be a hero to your investors, employees, and…

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Data Do’s & Don’ts

The language of analytics is very appealing to our fact-based culture, yet the day-to-day reality of dealing in data can be complicated. Decisions must be made about how much to collect and from whom, where to store and for how long, and how best to parse and process. We’ll also explore how decisions are made…

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Getting That Board Seat

With the rise in prominence and respect that chief financial officers have earned in the last decades, many financial leaders are being asked to serve on boards of directors. Join our panel of directors and learn their path to being asked to serve, what role they hold on the board, and how they balance the…

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Accepting Business Risk, Driving Favorable Outcomes

Few companies achieve their long-term potential without taking risks. Financial executives are naturally cautious by nature, and need to strike a balance between garnering the rewards of risk-taking with protecting an organization’s assets. Growth by its very nature is inherently risky, so how does a CFO know when and how to accept risk, determine how…

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Hunting Unicorns

Unicorns – today’s high-growth private companies – have achieved the distinction of belonging to the “three comma club” without accessing the public equity markets. Regardless of industry, be it science, software or social media, financial executives within these companies must make important decisions to ensure these fast risers are built to last. Join the conversation…

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Moneyball for Government

Welcoming Remarks.

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2015 MIT Sloan CFO Summit to be Held on November 19th

CAMBRIDGE, Mass. – September 9, 2015 – This year’s MIT Sloan CFO Summit, the nation’s premier CFO event, is scheduled for Thursday, November 19, from 7:30 a.m. to 6:00 p.m. at the Boston Marriott Newton in Newton, MA. The theme for the conference is “Innovation & Expertise: The Art of CFO Success.” Click here to register. The CFO…

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Heard the News? We’ve Got PBS in the Line-Up

How are decisions made to introduce a new show or to phase out an existing one from the programming calendar?  Is it riskier to add an unproven show or to continue with one that is just starting to lose audience share? Join Barbara Landes, CFO, PBS and others at “Accepting Business Risks: Driving Favorable Outcomes”

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Flux and Flex for the CFO

CFOs face the same challenges as other executives when it comes to managing human capital.  Finding appropriate talent, managing personnel, tracking accomplishments, overcoming problems and rewarding success. This challenge can be further complicated by the range of people with whom the CFO interacts, including the impact of culture, gender and generation. In their book, “Flex,”…

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Evolving with M&A: The Art of the Deal

Mergers and acquisitions are an important strategic tool for companies of all sizes – to grow top-line revenue, add new offerings and/or acquire talent. The 2014 MIT Sloan CFO Summit offered an insiders’ look at what it takes for CFOs to ensure success before, during and after an M&A event. Moderator Andy West, Partner, McKinsey…

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CFO = Communicator For Organization?

In today’s world where the media has become all pervasive, it is key for a CFO to be an effective communicator and utilize the available channels to his or her advantage. News is reported on a 24/7 basis and there is an increased focus on the integrity of the financial data of the companies due…

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Can Innovation Be Bought?

(Mathias Hoeyer, Sloan MBA ’15)  M&A is an important means by which companies respond to changes in their competitive environment. Especially, what has been coined Innovation Through Acquisition has been the leading incentive behind a considerable amount of tech-acquisitions. But is this a genuine motive? Not according to a 2006 study by Myriam Cloodt et….

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Hello Finance, Communications Calling

In a perfect world, the numbers always add up. Revenues come in as expected and expenses never exceed budget. In this perfect world, the role of the CFO is merely to report that everything is on track. The CFO in this imaginary land need only be concerned with the numbers and can delegate the communications…

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Did you hear the one about the 12,000,038 year-old-dinosaur?

With today’s accelerating technology, success is determined, not just measured, by the fundamental key performance indicators of a company. Yet not all numbers are created equally. Consider the anecdote about the aging guide at a natural history museum proudly identifying the dinosaur skeleton as 12,000,038 years old. “How do you know?” asks a teen-age visitor….

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6-Pack Abs and the Role of the CFO: Bill Aulet, Martin Trust for MIT Entrepreneurship

“Don’t call your book Disciplined Entrepreneurship,” said the publisher to Bill Aulet, former CFO and now Managing Director, Martin Trust Center for MIT Entrepreneurship. “No one buys a book with the word Disciplined in the title. Look at the best-sellers, The 4-Hour Workweek, Six Week 6-Pack. This is what people want.” Alas, it turns out that…

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Marketing, Differentiating and Employee Communications

Remember the old customer service sign, “If you like our service, tell your friends.” This message is still relevant today and in particular in relation to employee communications. Because every employee represents an opportunity to tell an audience what fabulous products and services you have to offer. The reality is we can’t all be Box, spending…

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The TAO of TAM: Why Style Equals Substance

Total Addressable Market (TAM) is not just your company’s potential revenue given 100% of the market. TAM is also the explanation of your product, as defined by the customers to whom it will be sold. Whereas a broader TAM may signal a higher potential opportunity, a more narrowly defined TAM may result in earlier market…

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Technology as Offense or Defense

CFOs are obvious consumers of technology, be it systems to oversee Human Resources, software to manage T&E or hardware used by the department and business. Yet the decision to invest in new technology can be tricky. There is the promise of enhanced  capabilities, balanced by the difficulty of change and the reality of integrating new…

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Competitive Intelligence: Don’t Get Sacked

Competitive intelligence, the practice of combining factual information with qualitative insight, should give the practitioner a more favorable advantage. CFOs in particular have a CI advantage given their role at the intersection of data and aspiration. So how best to use this advantage? Think outside the context. Consider, Bill Belichick had the coolest pre-game competitive…

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Is Your Hiring Process a Moat or a Bridge?

It’s generally agreed that hiring the wrong person is an expensive mistake. But what about missing out on a really good employee?  Since it is harder to measure the latter, it is no surprise that tales of  protracted  hiring processes abound. A recent Wall Street Journal article explained the hiring process at Amazon which entails…

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New Year, New Job? Not for these Top 50 Companies’ Employees

Although January may be the month your employees start looking for a new job, “This Year I Find a New/Better Job, a look at this survey, 50 Best Places to Work, provides insight from employees into what they think makes for a great employer. The top 50 includes a broad swath of companies, everything from consulting…

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Using Data for Competitive Advantage

After a year of planning, combined work of volunteers and leaders in business community is hosting 10th annual MIT Sloan CFO Summit. More specifically, this year MIT is bringing in Paul Carbone, Dunkin’ Brands; Liz Coddington, Walmart.com; Alberto Cavallo, MIT Sloan; Alan Scheuer, Fidelity and Alfred Spector, Google; with moderator John Klinck, State Street to talk about…

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Bank Lending and the Financial Crisis

By Lillian Lin Firstly, clearly banks post 2008 have tightened the criteria that they have to lend. This is one of the consequences of the GFC – generally the economy is suffering and hence people are less likely to qualify for loans, and the criteria they need to meet are now much higher also. This…

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Big Data

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The Business of Basketball

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Financing the Early Stage Company

Friends, family, angels and more – entrepreneurs have never had such a broad array of funding sources. Private placements, crowd funding, angel funding to asset-based lending. These sources represent new choices for entrepreneurs, and also for investors who now have an equally broad array of funding opportunities. How, what, when, where and why to use these…

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Culture as Competitive Advantage

I’ll Meet Your Free M&Ms and Raise You One Kayak.  What’s it worth to keep your good employees? How about attracting the employees who will be a good fit in the first place? Many area companies are in a heated talent war. They’re not only paying increasing salaries, but also offering perks like free food…

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Forecasting in the Disruption Age

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Mind the GAAP (Or Maybe Not)

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Boston Business Journal by Jay Fitzgerald, Special to the Journal (Friday, January 4, 2013) Despite ongoing concerns about the strength of the economy and political wrangling in Washington, many chief financial officers expect their company payrolls and revenue to grow in 2013. Of roughly 150 top financial officers who attended the recent 2012 MIT Sloan…

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2018 Sponsors

Thank you to the sponsors who
help make this event possible

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2018 Sponsors

Thank you to the sponsors who help make this event possible.

Please click here to request a sponsorship package. Sponsorship packages are limited in quantity to facilitate a more intimate networking experience for our attendees and sponsors.

  • UBS
  • Nixon Peabody
  • Robert Half
Marketing Partners
  • CFO Leadership Council
  • FENG


Join us for the 2018 MIT Sloan CFO Summit

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Register for the 2018 MIT Sloan CFO Summit

The Summit is currently sold out. To join the wait list, email info@mitcfo.com.

Get Directions


Boston Marriott Newton

2345 Commonwealth Ave
Newton, MA 02466
(617) 969-1000

Special Hotel Rates Available

Ask for “MIT CFO Summit”

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Directions From Logan Airport

Hotel direction: 12 mi West

Directions: Follow signs to Ted Williams
Tunnel/Route 90 W (Mass Pike). Continue
on Route 90 W to Exit 15. Follow signs to
Route 30 East. Hotel is 1/2 mile on the left.

Estimated Taxi Fare: $55 (one way)

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Complimentary on-site parking available.

We have negotiated 15% off the base rate with
United Private Car. Please call (617) 782-0055 or email info@unitedprivatecar.com.

Reference Promo Code: MITCFO2018

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