The fall meeting of the William & Mary Alumni Association Board of Directors was held at the Alumni House, Sept. 13-15, 2017, in Williamsburg, Va. The executive committee convened on Wednesday, Sept. 13 to discuss the agenda and key discussion items. New members of the board had an orientation session in the afternoon.
The chair of the finance and investment committee presented the end-of-year financial report and first-quarter performance. Representatives from PBMares briefed the results of the financial audit and reviewed the Association’s tax filing, then representatives from Wells Fargo reviewed the Association’s investment portfolio performance. The afternoon concluded with planning discussions for the 2018 W&M Weekend in Chicago and a board review of strategic priorities.
On Friday, Sept. 15, the board received an update on the presidential search from Vice Rector Tom Watkins ’74. Following a session continuing the discussion on strategic priorities, the remainder of the morning was dedicated to reports by the communications, board development and awards committees. Following lunch, the committees met to discuss the implications of strategic priorities on their actions. They then gave preliminary reports to the full board.
The vice president for university advancement gave a For the Bold campaign update to the board prior to the closing session. Following ceremonial recognition and induction of the new members, the president adjourned the meeting. Other significant discussion and decisions were made on the following actions:
• Approved the according of Associate Alumni status to 29 retiring faculty and staff members.
• Reviewed initial results of the annual audit of financial activities and preliminary IRS Form 990 information; full approval pending their completion.
• Approved the recommendation to not hold the W&M Weekend in 2019 due to concurrent and competing university activities. Discussion will continue on making it a biennial event.
The next regular meeting of the board of directors will be Feb. 8-9, 2018, in Williamsburg, in conjunction with W&M Charter Day Weekend. It will include the Alumni Association Annual General Membership Meeting on Feb. 10 at 8:30 a.m. in Chesapeake Room A, followed by the Alumni Medallion Ceremony at 10 a.m. in the Commonwealth Auditorium. Both locations are in the Sadler Center.
To nominate a deserving individual to the Alumni Association Board of Directors, please visit https://wmalumni.com/about-us/board-of-directors.html.
Nominations are accepted all year but must be received by July 1 to be considered for the next election year.
Vote for WMAA Board of Directors
Please go to wmalumni.com/vote to cast your vote for the current slate of nominees to elect three new members, which will complete the board’s transition to 24 elected members and is the final adjustment to ensure that eight members rotate annually. The Board recommends a YES vote for the entire slate. Voting closes Feb. 16, 2018, at midnight. All alumni are eligible to vote in board elections. Full biographies and personal statements can be found at wmalumni.com/vote.
Jewell Lim Esposito ’87, P ’19
After attending the Raymond A. Mason School of Business, Jewell Lim Esposito started her post-college career as a financial auditor at J.P. Morgan in New York City. Now, Esposito is a partner at the full-service, cloud-based law firm FisherBroyles, LLP. Her 25-year legal practice in the Metro D.C. area is devoted to tax and ERISA, the federal law that governs retirement/health/welfare/deferred compensation plans. She delves into technical rules to craft creative and tax-beneficial strategies for corporations, nonprofits and entrepreneurs around the country. Esposito enjoys scuba diving with her family and friends at her bucket-list destinations, tackling the daily crossword puzzle and striving to be the next World Series of Poker Texas Hold ’Em champion. She looks forward to her son calling W&M his alma mater in May 2019.
“I have extreme pride in the College — with its rich history and traditions, academic rigor, and just the right mix of seriousness and play. I recall my time at W&M as vibrant and stimulating. I remember the people with such warmth and loyalty. I feel called to honor and celebrate that time through service on the board. GO TRIBE!”
Michael Hoak M.A. ’02
Michael Hoak is the director of strategic policy at Humana, where he is responsible for developing and executing Humana’s federal and state public policy initiatives. Since 2014, Hoak has served on the W&M Graduate Studies Advisory Board, which provides funding and support for graduate programs in the arts and sciences. Since 2016, he has served as an ex-officio member of the W&M Alumni Association Board of Directors, representing graduate alumni. He holds a bachelor’s degree from James Madison University and a master’s degree in history from William & Mary. Hoak is a lifelong Virginia resident and currently resides in Arlington with his wife, Allison, and their daughter, Ella.
“As a member of the board, I hope to serve as a voice for the 29 percent of our alumni that received graduate degrees from W&M and ensure that current and future W&M students have the same opportunities as me.”
Natasha Moulton-Levy ’08
Natasha Moulton-Levy is the chief executive officer of Integrative Skin Center, PLLC which offers cosmetic and medical dermatology and radiology services in multiple locations around the United States.
Moulton-Levy graduated with a B.A. in international relations from William & Mary and an MBA from Kogod School of Business at American University. She currently serves as a board member of multiple organizations, including the Maryland alumni chapter, Special Olympics Maryland and the Montgomery County Tennis Association. Moulton-Levy was a member of the planning committee for the Hulon Willis Association 25th Anniversary Celebration in Washington, D.C., and is a member of the Tribe Club and the Tribe Aces.
Moulton-Levy and her husband have two children. She and her son coauthored the book “No Limits No Boundaries: My Journey through my ABCs.”
“My time at William & Mary prepared me well for life both personally and professionally. One of the most meaningful aspects of the College was the community — the William & Mary family. To this day, my William & Mary community-family has only gotten stronger. I look forward to contributing to the Tribe community and creating an even more incredible William & Mary.”