Upcoming Speaking Engagements
Watermark Leadership Conference 2018
July 27, Mountain View CA
Watermark is the largest women’s membership organization in the Bay Area, representing more than 800 Bay Area-based senior executives and entrepreneurs and emerging executives. Watermark enables members to make connections with a broad cross-section of influential executives and emerging executives to establish bigger networks and pursue greater opportunities for success. Led by distinguished women board members and executives, the “Advancing Diversity in Leadership and Boardrooms” panel will discuss concrete steps for attendees to take to improve their leadership and organizational skills and leverage mental toughness to use disruption as a springboard to advantage today and in the future.
Selected Past Events
NACD Entrepeneurial Board Forum, San Francisco
July 9, 2018 San Francisco CA
Founders shed plenty of blood, sweat, and tears starting a business. Once that company hits a revenue threshold of about $250M, having an effective board becomes a key asset to ensuring long-term success. We are increasingly seeing clear links between good governance and robust financial performance over the medium to long term. A failure to focus on boardroom talent and the right processes and controls can lead to a dysfunctional board and a stagnant or failed company. Achieve peak corporate performance by ensuring your board is knowledgeable in leading governance practices and has a strong understanding of ethics and compliance. This event is specifically curated for directors of late stage/pre-IPO companies.
NextGen Director’s Forum
June 21-22, 2018 San Francisco CA
The Work and Impact of the Board’s Audit / Risk / Finance Committees
In this event curated for aspiring directors, learn first-hand from seasoned directors what the roles and responsibilities for these key board committees are.
Interview by Heather Wolf, Financial Times
The Role of the Board – CEO’s Perspective Panel
Providing the CEO’s perspective on the role of the board in corporate strategy and governance.
Foundations of Entrepeneurship: Team-building
Princeton University Foundations of Entrepeneurship | Feb 2018, Princeton NJEntrepreneurship is about creating value for the benefit of others. It is about innovating, marshalling limited resources, inspiring teams, and persisting through challenges and uncertainty, often by trying, learning from what happens, and trying something better. This class is designed to equip each student with the approaches and concepts of entrepreneurship and how to apply them to achieve positive change in whatever endeavors they choose to pursue. The course employs several experiential methods of teaching and learning so students will understand how they can follow an entrepreneurial path in organizations and in life.
Artificial Intelligence (AI): Challenges & Opportunities for A New Age
Latino Corporate Director’s Association Board Leaders Forum | Nov 2017, NYCAI, sometimes referred to as intelligent automation, is transforming society and business in daunting ways, and there is no turning back! Companies are challenged to stay at the forefront of change with unchartered paths related to talent, capital and time. How will humans and technology work together? How will workflow change and employees be prepared for this new age? What are the implications of cognitive systems performing talks that have always required human intelligence and capacity to analyze?
Demonstrating Organization Value as a Defense Against Activism
NACD Global Board Leaders’ Summit Small-Cap Board Committee Forum | October 2017, MarylandShareholder activism today affects companies of all sizes/industries, but may be particularly relevant for small- and mid-cap companies: Companies $100M-$1B (44% of total companies) accounted for approximately 60% of all activist targets in FY2016, and the number of activist campaigns remains high due in large part to newer, often smaller activists targeting small and mid-size companies (60% “first-time activists”). While large institutional investors continue to exert significant influence & increase focus on engagement and governance reform, there are concrete steps every board can take to improve shareholder transparency and enhance value creation
Driving Board Effectiveness
ABS Capital Partners Director’s Summit | Sept 2017, BaltimoreToday’s governance environment for both public and private companies place new and shifting governance demands on boards. Presentation and discussion of how boards can remain effective in a dynamic world, and discussion of measures of board effectiveness in public and private domains.
The Role of the Board – CEO’s Perspectives
NextGen Director’s Forum | September 2017, San FranciscoA discussion of how the board should engage with the CEO and the leadership team to discuss and evaluate a wide array of strategic options and future enterprise-level value creation decisions, including M&A, as well as “best practices” for first-time directors on how to add value to the board they will be joining.
CD&As: An Activism Minefield for the Unwary
BDO Board of Directors Forum | June 2017, Palo AltoActivism is no longer just the purview of a few activist hedge funds, but is increasingly being used by a broader base of investors to elicit corporate change. Shareholders become activists for a complex set of issues, with CEO & executive compensation being used as the entry point of discussion about larger strategic/financial issues. For the unwary, compensation can become the trigger point to support that the strategy is flawed, with the flaw being reinforced by compensation.
The Path to CFO: From the Lens of Board Members
BDO FutureCFO Round Table | March 2017, Palo AltoInsights for aspiring CFO’s on the board’s perspective of the strategic role of CFO’s, and directors perspectives on CFO’s success strategies and tips to provide value by building relationships and trust with the board.
Small Cap Board Insights for All Directors
Financial Times Outstanding Directors Exchange | Palo Alto, CASmall cap companies come in all flavors. Some may have shoestring budgets and first time public company C-suites, while others are flush with cash but are struggling to move beyond one successful product. The session will address how small cap companies - and perhaps companies of all sizes - benefit from strategic director engagement.
Shareholder Activism: Governance Challenges
NACD Global Board Leaders’ Summit | Washington DCSmall-cap companies have unique governance challenges. Review of best practices.
The Mounting Challenges of Cyber Security Oversight
Financial Times Outstanding Directors Exchange | New YorkFT-ODX® continues to be the gold standard for director education. Completely off-the-record, the annual New York meeting is limited to sitting public company directors who will gather to discuss critical boardroom concerns. This panel session discussed in simple terms the concepts of cyber security that a director needs to understand, and the questions all directors must know to ask.
Leadership’s Role in Maximizing Corporate Growth
Santa Clara University Leavey School of Business lecture | June 2013, Santa Clara, CaliforniaInflection-point thinking, or avoiding "billion dollar lessons" and recovering when they happen.
Strategic Implications of Board Diversity
NACD Spring Director Forum | New YorkWhat really drives the change for board diversity? Is it board self evaluation, expanding the size of the board to include more diverse viewpoints, or aligning strategy with skill sets? Join a panel of directors from companies with notably diverse boards as they explore how they did it, why they did it, and the pay off of having a diverse board.
Lou DiNardo, CEO Brainchip
Srini Pagidyala, CEO ProMorphics
Radu Sion, CEO Private Machines
Ryan Benton, CEO Exar
Debu Chatterjee, CEO DxContinuum
Deborah Barber, Executive and Organizational Consulting
Adam J. Epstein, Third Creek Advisors
Aaron Tolson, Principal in the Middle Market Fund, H.I.G. Capital
Mike Keddington, CEO Lunera
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