Podcasts about corporate directors nacd

Dusty Holcomb and Joe Lynch discuss empowering logistics leadership. Dusty is the Founder and CEO of Arcqus Group an executive coaching and leadership consulting firm that empowers leaders to reach their highest potential through principles-centered leadership. About Dusty Holcomb Dusty Holcomb is the CEO and Founder at Arcqus Group, empowering leaders through principles-centered leadership. They offer CEO mentoring, executive coaching, strategy planning, and team building. Dusty holds degrees from Columbus State, Auburn, and Northwestern. He serves on various boards, including HeroWearExo and BESCO Inc. Actively involved in the National Association of Corporate Directors (NACD), the Private Directors Association (PDA), Young Presidents' Organization (YPO), and Vistage. Dusty is committed to board excellence and personal growth. A passionate sportsman and triathlete, he lives in Charlotte, NC, dedicated to making a positive impact. About Arcqus Group  Arcqus Group empowers leaders to navigate challenges with clarity and confidence. We understand the pressures of leadership, from inspiring teams to making critical decisions. Our tailored coaching and mentoring programs provide the guidance and tools you need to lead effectively. Executive Coaching helps unlock your potential, while CEO Mentoring offers confidential support for top leaders. Our Vision & Strategy Planning services align your team and drive focused outcomes. Take the next step towards leadership peace of mind with a free consultation. Key Takeaways: Empowering Logistics Leadership Dusty Holcomb and Joe Lynch discuss empowering logistics leadership. Dusty is the Founder and CEO of Arcqus Group an executive coaching and leadership consulting firm that empowers leaders to reach their highest potential through principles-centered leadership. Leadership Consulting: Arcqus Group specializes in executive leadership development, business strategy, and organizational growth. Values-Centric Approach: They emphasize consultative leadership, values-centric approaches, and purpose-driven strategies. Customized Services: Arcqus offers tailored leadership consulting, coaching, training, and strategic advisory services. Empowering Leadership: Their goal is to empower leaders to unlock their potential and create lasting value. Core Values: Arcqus is guided by the principles of Faith, Humility, Curiosity, Ownership, and Purpose. Automotive Industry Focus: Arcqus also operates in the automotive industry, specializing in quality management and support services for OEMs and suppliers. Founded by Dusty Holcomb: The company was established by Dusty Holcomb, a seasoned leadership expert. Learn More About Fulfilling Big Bulky Small Parcels Dusty Holcomb Arcqus Group Fulfilling Big Bulky Small Parcels with Dusty Holcomb | The Logistics of Logistics Intentional Time Blocking Article Leadership Reflection Guide Leadership Toolbox Sign Up Page The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

NOTE This episode is the first dual release show for Top Of The Game. It was produced by and originally released on Evan Epstein's podcast, Boardroom Governance, on August 26, 2024. Our host enjoyed the tables being turned on him and being a guest, The conversation covers a broad range of topics: leadership, capitalism, boards, technology (AI), macro dynamics and the future. Original

In this episode, we revisit our interview with Kristie Paskvan. Kristie is an experienced board member and CFO/COO/President with over 25 years of experience assisting diversified financial services, asset management, real estate, insurance, and professional services companies to grow their businesses worldwide. Kristie is a board director at First Women's Bank (FWB) - a de novo bank launched in 2021; SmithBucklin - a Chicago-based association management company; and the National Council on Compensation Insurance (NCCI), which provides objective state insurance rate and loss cost recommendations. She is a member of the United Way of Metropolitan Chicago board of directors, where she chairs the Stronger Neighborhoods committee and the Chicagoland Chamber of Commerce board. Additionally, she is a member of the University of Illinois Dean's Business Council for the Gies College of Business. Kristie is a member of the National Association of Corporate Directors (NACD), attaining Certified Board Director status. Kristie was a member of the Mesirow Financial board of directors for 6 years, participating in or leading numerous committees including strategy, audit, information technology, HR & compensation, and enterprise risk management. She is a part-time Associate Director in the Magelli Office of Experiential Learning at the University of Illinois Gies College of Business. Previously she was the CFO and COO at Mesirow Financial, a global financial services company. Kristie received her bachelor's degree in Accounting from the University of Illinois. She has an executive MBA from the Kellogg Graduate School of Management. She is a member of the Illinois CPA Society for which she is a contributor to its quarterly Insight magazine.

MICHAEL'S BIO The Honorable Michael Montelongo, a former presidential appointee and Senate-confirmed official, is a board governance and audit committee financial expert serving on the boards of Civeo Corporation (NYSE: CVEO), Conduent Inc (NASDAQ: CNDT), Palmex Ltd., and the National Association of Corporate Directors (NACD). He has a broad industry, sector and functional experience which includes government service in the military, the U.S. Senate, the Pentagon, the National Aeronautics and Space Administration (NASA), and The Aerospace Corporation. He is a national security, geopolitics, and public policy expert, and a lifetime member of the Council on Foreign Relations.  Michael serves on the Harvard Business School faculty and is president and chief executive officer of GRC Advisory Services, LLC, a private firm specializing in board governance, risk management, and compliance matters. He served as chief administrative officer and senior vice president, public policy and corporate affairs and previously, as chief strategy officer for Sodexo, Inc.  Previously, President George W. Bush appointed him as the 19th assistant secretary of the Air Force for Financial Management and Comptroller and the first Latino in that role, and concluded his tenure at the Pentagon as acting Secretary of the Air Force. He was also an assistant professor teaching economics and political science at West Point.  A native of New York City's Lower East Side and the first in his extended family to attend college, Mr. Montelongo holds a B.S. from West Point and an MBA from  Harvard Business School. RELATED LINKS Adam Mendler Leadership Blog   Inside America's Boardroom  Hispanic Executive Article NACD BOD Press Release  HBS Faculty Profile  Latino Leaders Maestro Award Video   GENERAL INFO| TOP OF THE GAME: Official website: https://topofthegame-thepod.com/ RSS Feed: https://feed.podbean.com/topofthegame-thepod/feed.xml Hosting service show website: https://topofthegame-thepod.podbean.com/ Javier's LinkTree: https://linktr.ee/javiersaade  SUPPORT & CONNECT: LinkedIn: https://www.linkedin.com/showcase/96934564 Facebook: https://www.facebook.com/profile.php?id=61551086203755 Twitter: https://twitter.com/TOPOFGAMEpod Subscribe on Podbean: https://www.podbean.com/site/podcatcher/index/blog/vLKLE1SKjf6G Email us: info@topofthegame-thepod.com   THANK YOU FOR LISTENING – AVAILABLE ON ALL MAJOR PLATFORMS

MasterMind Minutes - One Guest, One Question, One Expert Answer in Minutes Not Hours Alicia Miller is the Founder and Managing Director of Emergent Growth Advisors, a boutique strategic advisory firm working at the intersection of franchising and private equity. She supports founders and franchise management teams facing growth, disruption, or transformation challenges, and helps them accelerate their businesses. She also advises private capital firms pre- and post-transaction on strategy and value creation initiatives and co-invests alongside her partners. As a former multi-unit franchisee, she brings a franchisee's perspective and operating experience into every engagement. Ms. Miller is a recognized thought leader in franchising and the author of "Big Money in Franchising: Scaling Your Enterprise in the Era of Private Equity." She is also a monthly columnist for Franchise Times and has been published in Entrepreneur and Forbes. Together she has published more than 80 articles about franchising and private equity. She currently serves as an independent director for Elevated Ventures Group, a private equity-backed multi-unit franchisee of Urban Air Adventure Parks. She also serves as an advisor to the International Franchise Association's certification program (CFE), promoting franchising best practices and regulatory compliance. Ms. Miller earned a Master of Business Administration (MBA) from The Wharton School at the University of Pennsylvania, a Master of Science (MS) from the University of Maryland, and a Bachelor of Arts (BA) from Smith College. She holds a Graduate Certificate in Franchise Management from Georgetown University as well as a Graduate Certificate in Administration & Management from Harvard University. She is a Certified Merger & Acquisition Advisor™ (CM&AA), a Certified Franchise Executive™ (CFE), and is Directorship Certified™ by the National Association of Corporate Directors (NACD.CD). Contact Alicia linkedin.com/in/milleralicia Website emergentgrowthadvisors.com  --- Support this podcast: https://podcasters.spotify.com/pod/show/gary5396/support

On this episode of The Association Podcast, we welcome Ted Davis, Director of Digital Experience and Strategy at the National Association of Corporate Directors (NACD) and an adjunct at NYU. Ted shares his journey from working in lifestyle magazines and beauty to embracing Digital Transformation in the association market. We discuss the strategic shift towards a digital-first organization at NACD, the value of education through Ted's lens of teaching digital marketing at NYU and adapting to associations' unique pacing and culture. We also explore the importance of empathy in marketing, the transition from a commercial to an association mindset, and how associations can benefit from corporate practices without losing their community focus. Mabel gets us into a deeper discussion on the future of marketing and keeping things simple within organizations.

This week, we revisit our interview with Gayle Packer, Board Chair, CEO, and President of Terracon. She joined Terracon (ENR#24)* in 2004. During her 17 years with the company, Gayle has served in multiple leadership roles, including attorney, co-general counsel, director of corporate services, and chief administrative officer. She has been instrumental in Terracon's growth, coordinating the acquisition of more than 50 companies and expanding the company to over 150 offices nationwide.  Gayle holds a Juris Doctorate from the University of Minnesota and a Master of Laws from the University of Arkansas. In addition, she also has earned bachelor's degrees in political science, international studies and agricultural economics, as well as a master's degree in agricultural economics and applied business management from The Ohio State University. Prior to joining Terracon, Gayle held roles in sales and public relations for the agricultural broadcasting network in Ohio and was as an attorney (specializing in the areas of corporate, tax and employee benefits) at regional and national law firms in their Kansas City offices.  In April 2021, Gayle was elected to the board of VHB, Inc., (ENR#56)* an employee-owned transportation and energy engineering firm, and she serves on VHB's audit committee. Gayle was recognized in the Kansas City Business Journal's Women Who Mean Business class of 2010 and Ingram's top Women Executives in 2020. She currently serves on local, regional and national non-profit boards of directors, including the Greater Kansas City Community Foundation (audit committee and investment committee), ACE Mentor Program, ACEC Research Institute (finance committee), Greater Kansas City Chamber of Commerce.  In addition, Gayle was recently elected to the executive committee of the Design Professionals Coalition. Gayle is a member of both the National Association of Corporate Directors (NACD) and Women Corporate Directors where she has served on the programming committee for the local chapter.

“Once they identify the people in the networks that are aligned to their goals and interests, then it's about pouring the value, pouring the generosity, and you're not necessarily expecting anything in return…there's just this general human law of reciprocity where amazing thing happen.” “Those who achieve NetWORKing Excellence are deliberate about the events that they attend.” David Olivencia is an accomplished global technology executive and author with deep experience delivering measurable business results for leading organizations. Effectiveness has been demonstrated executing outcomes as a CEO, board member, thought leader, and energetic team coach. David is the CEO and Co-founder of Angeles Investors. Prior to Angeles Investors, David held various senior executive positions of increasing responsibility at Nippon Telegraph & Telephone (NTT), Ford Motor Company, Oracle, Verizon, Softtek and Accenture. David has leveraged his expertise in technology, business strategy, digital platforms and networking excellence as an early-stage/Angel investor in 70+ companies. This portfolio includes three unicorns and ten that have garnered more than $100m in valuation. David is a sought-after speaker for his perspectives on Exponential Technology Disruption, Early-stage Investing, Networking excellence, Artificial Intelligence and Leadership issues. He has presented in prominent forums including the U.S. Congress, National Association of Corporate Directors (NACD), NASDAQ Opening Bell, Great Minds in STEM, BusinessWeek, and Comcast Newsmakers. David has been recognized as 40 under 40 by Crain's Detroit Business, Crain's Chicago Tech 50, and Hispanic Business Magazine's Most Influential Hispanics in America. From a board service perspective, David has served on many private, civic and non-profit boards throughout his career. He currently serves as a board member of Schurz Communications, Old Plank Trail Bank, N.A a Wintrust Bank (NASDAQ: WTFC), Window to the World Communications: WTTW Chicago, Angeles Investors, IrishAngels and the National Museum of Mexican Art. David earned his undergraduate degree in Electrical Engineering from Rose-Hulman Institute of Technology (#1 Undergraduate Engineering Program by U.S. News and World Report) and received the school's 2014 Alumni Career Achievement Award. He earned his M.B.A. (graduating cum laude) from the University of Notre Dame, where he was recognized with the 2007 Distinguished MBA Alumni Award. In 2020, David received an Honorary Doctorate from Bentley University. Additionally, David has completed the Harvard Business School Corporate Governance program and has completed his Certificate of Director Education from the NACD. David is married with three children. He enjoys spending his free time running, fishing and with family. R.O.G. Takeaway Tips: Build your foundation. Who am I? Learn about yourself and your strengths. Establish a daily and weekly ritual.  Who are my key stakeholders? (100 people) What are the three things that they care most about?  What is your ritual to connect with your key stakeholders? Who can you connect with who?  Track progress and measure success. (How well are you doing relative to your hypothesis?)  Build the default: How can I give? How can I help? Resources: David Olivencia on LinkedIn (in/davidolivencia) David Olivencia on Facebook (@dolivencia) David Olivencia on Instagram (@prdaveo) David Olivencia on Twitter/X (@dolivencia) David Olivencia on YouTube (@DavidOlivencia1) NetWORKing Excellence: Building a Strong Value-Based Network in an Accelerating Digital World by David Olivencia Impactful Networking: “Meet the Author” LIVE - David Olivencia * Book Launch! How to Build a Values-Based Network in a Digital World | David R. Olivencia | S6 E8 Live to 100: Secrets of the Blue Zones on Netflix Where to find R.O.G. Podcast: R.O.G on YouTube R.O.G on Apple Podcasts R.O.G on Spotify How diverse is your network?  N.D.I. Network Diversity Index What is your Generosity Style?  Generosity Quiz Credits: David Olivencia, Sheep Jam Productions, Host Shannon Cassidy, Bridge Between, Inc. Coming Next: Please join us next week, Episode 150, with Zenita Henderson.

In this episode, Yvonne Harris engages in an interesting conversation with John Shegerian, the Co-Founder, Chairman, and CEO of ERI, the largest electronic waste recycler in the United States. John is a serial social entrepreneur who co-founded Homeboy Industries, FinancialAid.com, Engage, and many other impactful organizations. As a leader in his field, John has played a pivotal role in paving the way for the electronic recycling, data protection, and ITAD industries as a whole. Under his stewardship, ERI has successfully expanded its operations to process over a billion pounds of electronic waste annually, with eight certified locations that cater to every ZIP Code throughout the US. Currently, John serves as a member of the Advisory Board for the Initiative for Global Environmental Leadership (IGEL) at the University of Pennsylvania Wharton School of Business. Additionally, he was recognized as the Clean Tech Entrepreneur of the Year for Northern California by Ernst & Young and was honored with a spot on City & State New York's esteemed "Responsible 100" list in the previous year. He is also a respected member of the National Association of Corporate Directors (NACD). Listen along as Yvonne and John discuss his career journey and how he channeled his innovation and passion for protecting the planet to focus on creating sustainable solutions for e-waste. John also shares his insights on the transformative changes that have occurred over time, making e-waste the fastest-growing waste stream on the planet.  The topic of responsible recycling is further explored as they reflect on how companies and individuals can responsibly recycle their e-waste and protect their data. This inspiring conversation may encourage individuals to consider more mindful consumption decisions. Do you really need the latest smartphone? As a thank-you gift to ESG Decoded listeners, we are happy to offer you a FREE copy of John Shegerian's book, The Insecurity of Everything: How Hardware Data Security is Becoming the Most Important Topic in the World.  Unlock the world of sustainability and join the ESG Decoded Podcast community! Make sure to subscribe to be notified of new episodes on your favorite streaming platforms, YouTube, and our social channels (linked below). Get ready for thrilling new episodes that will ignite your passion for positive change. Tune in, engage, and let's decode ESG together! Episode Resource Links John's LinkedIn: https://www.linkedin.com/in/johnshegerian/  Yvonne's LinkedIn: https://www.linkedin.com/in/ynharris/  ERI Website: https://eridirect.com/  Check out John's book, The Insecurity of Everything: https://eridirect.com/insecurity-of-everything-book/

ESG Decoded is a podcast powered by ClimeCo to share updates related to business innovation and sustainability in a clear and actionable manner.  In this episode, Kaitlyn Allen talks with Robin Ferracone, Founder and CEO of Farient Advisors LLC, a leading independent executive compensation, performance, and corporate governance consultancy. Farient Advisors assists clients in designing and delivering executive compensation solutions that support business strategy, talent development, and value creation platforms. Robin has led the strategic development and expansion of the executive compensation, performance, and corporate governance advisory firm. With over 30 years of consulting experience, she advises clients on business and talent strategies, executive compensation, organization, value management, and performance measurement. Robin also authorizes Fair Pay Fair Play: Aligning Executive Performance and Pay (John Wiley & Sons, 2010), has authored numerous articles, is a regular contributor to Forbes.com and Directorship magazine, and is involved in various national publications. She frequently presents for prominent organizations such as the Council of Institutional Investors and the National Association of Corporate Directors (NACD). While executive compensation can be loaded, this topic is a window into the boardroom and a barometer for an organization's overall approach to corporate governance. Listen as Kaitlyn and Robin explore why executive compensation matters to corporations, boards, and investors. Robin discusses the major trends in corporate governance concerning executive compensation: pay, performance, and strategic alignments. Increasingly, compensation metrics have ties to ESG and Diversity, Equity, & Inclusion (DEI) goals. Robin also highlights a few do's and don'ts regarding executive compensation and encourages organizations to have pilot programs before implementing lasting changes that will affect pay structures. This episode's information will help organizations discover the 'art and science' components that are key to any impactful executive compensation program. Subscribe to the ESG Decoded Podcast on your favorite streaming platform, YouTube, and social media so that you're notified of new episodes. Enjoy tuning in! Episode Resource Links "2023 Global Trends in Stakeholder Incentives: The Staying Power of ESG," the sixth annual report by Farient and its partners in the Global Governance and Executive Compensation Group (GECN): https://farient.com/2022/11/17/esg‐measures‐here‐to‐stayfarient‐ global‐research‐finds/

Patricia Wellenbach, President & CEO of the Please Touch Museum and Board Chair for Jefferson Health Systems, shared the story behind her title with us on May 17, 2023.Patricia (Trish) D. Wellenbach is the President and CEO of the Please Touch Museum, one of the country's leading children's museums located in the Centennial District of Philadelphia. The museum welcomes over 500,000 visitors a year and facilitates early childhood learning and development through play through its exhibits, and education and special programs.She is formerly President and CEO of Green Tree School and Services, an agency located in Philadelphia that serves children ages 5‐21 who are on the autism spectrum or are severely emotionally disabled.She was Founder, President, and CEO of Sandcastle Strategy Group LLC, a company providing management consulting services to clients primarily in the health care, small business and non‐profit sectors. She previously served as Managing Director for Business Development & Strategy, at Granary Associates; and as Executive Director of The Wellness Community of Philadelphia (now Cancer Support Community of Philadelphia).Ms. Wellenbach started her professional career as registered nurse and clinical instructor of obstetrics at Pennsylvania Hospital. In 2016 she was appointed to the Mayors Cultural Advisory Board. In 2018 she received the City and State PA Above and Beyond Award honoring women of public and civic minds. From 2010-2017, Ms. Wellenbach was a board member of the Reinvestment Fund, a Community Development Financing Institution, where she chaired the audit committee, and was a member of the executive committee and of the governance committee. She was a Trustee of Abington Health from 2005‐2015.In addition, Ms. Wellenbach currently serves as a member of The National Association of Corporate Directors (NACD), Women Corporate Directors, PA Women's Forum and Forum of Executive Woman, as well as Director of the NACD Philadelphia Chapter Board.SUE SAYS"Trish grew up in a small town in NJ as an Irish Catholic and the oldest of five. She felt a sense of responsibility to lean in and help where needed and would take that leading role with her throughout life. Her grandmother played an important role in shaping who Trish would go on to become, and she remains forever grateful for having had her in her life."Support this podcast at — https://redcircle.com/women-to-watch-r/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

For this episode of the eCom Logistics Podcast, we welcome Dusty Holcomb, CEO of Red Stag Fulfillment. Today, Dusty drills into everything about increasing client value. He talks about how he quickly found a common mission with Red Stag in being people-focused, client-centric, and having a get-stuff-done mindset.Dusty discusses how being people-first is also a strategy for a business's longevity and becoming a 3PL partner that people want to work with. He then focuses on creating a customer experience by doubling down on areas of expertise and gives technical and financial considerations if you are planning on going big and bulky. ABOUT DUSTYDusty Holcomb, an exemplary executive with a 20+ year senior leadership career, is passionate about building innovative and high-performance leadership teams. He is known for solving complex competitive challenges and being able to “connect the dots” between what currently exists and what can and should exist in the future. He has leveraged these skills to reimagine products, services, and systems utilizing his extensive expertise in leadership, technology, and logistics. Dusty is known for his deep belief in the value of creating a differentiated customer experience as the primary driver of predictable recurring revenue growth.As the CEO of Red Stag Fulfillment, a rapidly growing third-party ecommerce fulfillment and logistics services provider, Dusty has a breadth of experience in logistics, strategic governance, and the navigation of dynamic and fast-moving industries. Throughout his extensive career, Dusty held numerous roles at AAA, a multi-billion-dollar organization, including VP Operations, CMO, President, Head of Innovation, and more.Dusty is Board experienced, currently serving as an Independent Director and compensation committee member for HeroWear Exo, an innovative wearable technologies company. Additionally, he has given back to six different non-profit organizations during his career. He enjoys educating CEOs and leaders on the value of building exceptional and intentional customer experiences as a speaker. He is available for select private or public company engagements.Dusty earned a BBA in Business Administration from Columbus State University, and later completed the MBA program at Auburn University. He also completed the Advanced Management program at the Kellogg School of Management, Northwestern University. Dusty is an active member of the National Association of Corporate Directors (NACD). He resides with his family in Knoxville, TN, is an avid sportsman, triathlete, and 5-time Ironman Finisher. HIGHLIGHTS03:45 Joining Red Stag due to a desire to create client value09:51 Be forward-thinking and see through a client-centric lens14:25 What makes a good 3PL partner19:11 A culture that people come first28:39 Do big and bulky if inventory load balance is your expertise QUOTES15:18 Create client value by removing the logistical hassle from customers - Dusty: "I think it really comes down to a mutual alignment of what value creation is. And so what I mean by that is I think a brand has to understand what their core competencies are, and they have to understand the value that they are creating for their customer. And what is debiting that value? So our mission statement as an organization is to do the heavy lifting of e-commerce so our clients can focus on what they do best."26:10 Your core values will enable technical competencies - Dusty: "There are certain core values that are absolute buzz saws. And if you run into that one, it's a buzz saw. You're not gonna make it here if you just don't believe that. So looking for people that are core-value-focused, are people-focused, they understand that what we do is done through the hard work of people, who have a get-stuff-done bias or just GSD, it was get it done, and are client-centric. So it was kind of four big buckets of things that I'm looking for that transcends or enables technical competency." Find out more about Dusty in the links below:LinkedIn: https://www.linkedin.com/in/dustyholcomb/Website: https://redstagfulfillment.com/

0:00 -- Intro.1:31 -- Start of interview.1:57 -- Peter's "origin story". 2:40 -- His career prior to NACD, including at Institutional Shareholder Services (ISS).  Peter joined NACD in 2000.4:52 -- On the origin and mission of the National Association of Corporate Directors (NACD). Founded in 1977 by John Nash. Today the organization has grown to 23,000+ members. 7:02 -- About the NACD Directorship Certification (created three years ago). About 2,800 candidates have registered, and about ~1,100 have graduated with the certification.10:38 -- On the evolution of corporate governance in the last 30 years from his vantage point. “Everything has changed [about boards] – it used to be more of an honorary position, we look it now as a profession with accountability and expectations.” The precedent of the ISS corporate governance quotient (CGQ).14:36 -- About NACD's Future of the American Board Report: A Framework for Governing into the Future. 20:07 -- On NACD's Summit 2022 and lessons from 2022 from a corporate governance perspective. The impact of the pandemic and getting back to in-person events.24:29 -- About NACD's 20 chapters throughout the US. Mostly in "NFL cities."27:53 -- On ESG and the anti-ESG trend and the politicization of corporation governance.30:30 -- On Institutional Investors passing-through voting power to beneficial owners, retail investors and the Universal Proxy Rule. A revolution in shareholder democracy?41:01 -- On the increasing influence of private markets and its corporate governance implications. "From NACD's 23,000 members, about 8,000 are directors of private companies." There is a lot of informationsharing between public and private company directors.43:49 -- On the challenges of founder-led private companies. The case of FTX.47:20 -- On dual-class share structures (supermajority voting structures). "The NACD doesn't have an official position." The example of Meta and Mark Zuckerberg. On the role of the board in non-profits. "I always recommend to go get a few independent directors for boards, because they will tell you what they are thinking (unvarnished opinions) but you have to listen to their independent advice."52:10 -- Focus on social issues (pressure on CEOs speaking out). The framework that CEOs and boards must use to communicate their positions.55:39 - The books that have greatly influenced his life: Good to Great, by Jim Collins (2001)To Kill a Mockingbird, by Harper Lee (1960)The Industries of the Future, by Alec Ross (2016)57:17 - His mentors, and what he learned from them. His parents.Ken Daly, former CEO of NACD from 2007-2017.Ira Millstein59:32 -  Quotes he thinks of often or live his life by. "If at first you don't succeed, try, try again." (from his parents)"It ain't about how hard you hit. It's about how hard you can get hit and keep moving forward." Rocky Balboa."Man in the Arena" by Teddy Roosevelt (1910).1:00:59 - An unusual habit or an absurd thing that he loves: he watches TV to unwind (noise in the background).1:01:52 - The living person he most admires: his mother and his wife.Peter Gleason is the President and CEO of the National Association of Corporate Directors (NACD).__ You can follow the NACD on social media at:Twitter: https://twitter.com/NACDLinkedIn: https://www.linkedin.com/company/national-association-of-corporate-directors/YouTube: https://www.youtube.com/user/NACDVideos1__ You can follow Evan on social media at:Twitter: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

  In this episode, we interview Kristie Paskvan. Kristie is an experienced board member and CFO/COO/President with over 25 years of experience assisting diversified financial services, asset management, real estate, insurance, and professional services companies to grow their businesses worldwide. Kristie is a board director at First Women's Bank (FWB) - a de novo bank launched in 2021, SmithBucklin - a Chicago-based association management company, and the National Council on Compensation Insurance (NCCI) which provides objective state insurance rate and loss cost recommendations. She is a member of the United Way of Metropolitan Chicago board of directors where she chairs the Stronger Neighborhoods committee and the Chicagoland Chamber of Commerce board. Additionally, she is a member of the University of Illinois Dean's Business Council for the Gies College of Business. Kristie is a member of the National Association of Corporate Directors (NACD), attaining Certified Board Director status. Kristie was a member of the Mesirow Financial board of directors for 6 years, participating in or leading numerous committees including strategy, audit, information technology, HR & compensation, and enterprise risk management. She is a part-time Associate Director in the Magelli Office of Experiential Learning at the University of Illinois Gies College of Business. Previously she was the CFO and COO at Mesirow Financial, a global financial services company. Kristie received her bachelor's degree in Accounting from the University of Illinois. She has an executive MBA from the Kellogg Graduate School of Management. She is a member of the Illinois CPA Society for which she is a contributor to its quarterly Insight magazine.

0:00 -- Intro.1:38 -- Start of interview.2:06 -- Nora's "origin story". 4:33 -- How she got started on her board journey. 6:25 --  The distinctions between serving on advisory boards and private venture-backed company boards.11:27 --  On serving on non-profit company boards. Nora has served on the boards of NACD, YWCA of Silicon Valley and the Anita Borg Institute.13:50 -- On serving on private equity (PE) backed company boards. *Prof Ron Gilson's article on Boards 3.0.16:34 -- On serving on public company boards. The evolution of shareholder primacy vs stakeholder capitalism.18:05 -- Distinctions between serving on U.S. boards vs international boards. "The 'what' is very similar or the same, however the biggest distinction is the 'how'." "When I started on my first board in Europe 10 years ago there was a strong focus on 'double materiality' (a more stakeholder driven approach) which was not discussed on US boards." Nora currently serves on boards of Ericson and SUSE Linux. Thoughts on employees serving on boards.23:17 -- The new NACD report "The Future of the American Board" (released on Sept 27, 2022). Nora served as one of the Commissioners for this report. "This initiative was created to reassess and, where needed, redefine the effectiveness of the board in response to the seismic societal, economic, technology and climate changes affecting business. "NACD established a diverse, influential group of directors and notable governance practitioners drawn from the investor, regulatory and academic communities to issue guiding principles that will help boards achieve high performance in a much more turbulent future."26:21 -- Why all the principles flow from Principle #1: Corporate Purpose. "Shareholders are value based, not values based." "The noise is in the media."34:02  -- Thoughts on founder-control and dual-class share structures in tech companies. "It serves a purpose at a certain time, but once you meet a threshold is it really that important? It's not one-size-fits-all. Maybe it's milestone-based or time-based sunsets." *CII's "reasonable 7-year sunset provision" position.38:53  -- On the rise of ESG and more recent "anti-ESG" movement.  "The investors are doing what's right in the long term, and I think it will prevail in the long term." 41:51  -- On the growing influence of large institutional investors in corporate governance. "Communication [both during and outside the proxy season] is the key, these investors (and the companies) are rational."44:05 -- On the evolution of boardroom diversity. "Europe took the lead with quotas, and their representation of women on boards was surpassing the U.S." "This year about 500 board positions opened up and ~50% went to diverse (gender and minorities) candidates." "Boards are valuing heterogeneous composition."46:29 -- The books she recommends: Factfulness, by Hans Rosling, Anna Rosling Rönnlund and Ola Rosling (2018)Talent, Strategy, Risk, by Dennis C Carey, Bill McNabb and Ram Charan (2021)NACD's "The Future of the American Board" (2022)47:25 -- Who were your mentors, and what did you learn from them? Lynn M. Yates, her first mentor at IBM.48:19 -- Are there any quotes you think of often or live your life by? "Everyone dies, but not everyone Lives" (you want to Live with a capital L)50:23 --  An unusual habit or an absurd thing that you love: "I'm extraordinarily talented at finding things that I'm not extraordinarily talented at." 52:55 --  The person(s) she most admires: after pandemic, the front line workers.Nora Denzel is a Silicon Valley technology executive who has served on eight public company boards and is currently an independent director of AMD, Ericsson, SUSE Linux and NortonLifeLock. She also serves on the board of the National Association of Corporate Directors (NACD) in Washington, D.C.__ You can follow Evan on social media at:Twitter: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

Change has been the one constant for companies since 2020, and the wave of new developments is challenging corporate boards to consider a fresh approach. The Future of the American Board, a new report from the National Association of Corporate Directors (NACD), offers a framework for boards looking for answers. Sue Cole, chair of the NACD, joins the Journal of Accountancy podcast to discuss how the NACD's framework can be a resource for boards tasked with navigating an ever-changing corporate landscape.

Glenn Rogers is an accomplished senior Fortune-class executive who has played a major role in guiding the growth of dozens of global industrial, retail, and technology companies. Rogers recently retired as Senior Partner with Accenture ($50B revenue, 710,000 employees and operations in 120 countries) running Oracle's Products Industry practice globally. He led engagements for Fortune clients in the Retail, Consumer Goods, Industrial, Life Sciences, Automotive, and Travel sectors, over a 25-year period. Major clients included Honda Motors, Williams-Sonoma, and numerous State and Local governments. He is considered one of Accenture's leading partners in the design and implementation of Oracle systems from CRM, Finance, to HCM, design of the overall architecture, and implementation. He is certified by The National Association of Corporate Directors (NACD). In addition, he is certified by NACD CERT in Cyber Risk Oversight for Directors. --- Support this podcast: https://anchor.fm/tbcy/support

Michael Deem is an experienced senior professional who has operated in senior management, Board, and advisor capacities with companies ranging from start-up, to rapid growth, to large multi-national companies. His intellectual bandwidth has benefited companies from a wide cross section of industries that include Life Sciences, Artificial Intelligence, Genomics, Data Science, Biotechnology, Energy, and Cancer Research. Michael recently finished his term as Department Chair of Bioengineering at Rice University. In this capacity, he oversaw a department with 20 tenure track faculty, 5 non-tenure track faculty and instructors, 20 support and research staff, 200 undergraduate and 125 graduate students, and an annual research and operating budget of approximately $27 million. The faculty represent a broad range of disciplines in bioengineering: basic physics of biology and cancer, synthetic and systems biology, multimodal imaging, machine learning, tissue engineering, and biomaterials. The department is consistently ranked in the top 10 programs in Biomedical Engineering. Michael is an active member of The National Association of Corporate Directors (NACD), and is available for select Board appointments. Certified by SAFe in Lean Portfolio Management, Agile, and Scrum. Michael's LinkedIn Michael's Wikipedia page #DreamBIG #ImproveYourselfImpactLives To see what we are up to and what is going on around the Dream BIG & Co community you can follow us on the following platforms: Website Instagram Twitter Facebook Vimeo Snapchat Tik Tok LinkedIn Medium Our Spotify Playlist Our Amazon Alexa Skill - Dream BIG Daily Our Amazon Alexa Skill - Dream BIG Quotes

Vernon Steiner was appointed President and CEO of State Fund on June 9, 2014. Vern has 30 years of insurance industry experience, the majority in workers' compensation. As the President and CEO, he reports directly to the Board of Directors and is responsible for the day-to-day operations at State Fund. Vern began his career in 1990, as a Claims Examiner. Early in his career, Vern experienced the workers' compensation system from the point of view of a third party administrator, a self-insured/self-administered employer and a managed care organization. In 1995, Vern joined AIG as a Service Center Manager, and by 2003, when he left AIG, he was the Regional Vice President, Northwest. He worked for CNA from 2003 to 2007, starting as the Vice President, Field Operations and ultimately Vice President, Workers' Compensation. Prior to joining State Fund, Vern served as Senior Vice President, Claims at Zenith Insurance from 2007 to 2014. Vern was a member of the Workers' Compensation Research Institute's (WCRI) advisory board from 2009 to 2016, and he served as the California Workers' Compensation Institute's (CWCI) Board of Directors Chairman and as a member of the Fraud Assessment Commission from 2014 to 2016. He is currently on the CWCI board, the executive committee of the board, and has served on the WCIRB Governing Committee since 2014. Vern received his Bachelor of Arts in Philosophy from the University of California, Los Angeles. He also earned the Leadership Fellow designation from the National Association of Corporate Directors (NACD). Highlights from the Show The State Comp Fund was setup to provide Workers Compensation insurance to businesses in California that weren't able to find it elsewhere What they've really focused on over the past few years, they've realized they can't just be a market of last resort if they wanted to genuinely meet the needs of businesses that turn to them for coverage SCIF swelled to being the largest carrier in California, and the country overall due to market conditions Due to restrictions on hiring and investment in tools, they weren't able to scale their staff to meet the surge in business, and feel they were not serving the market acceptably, and that hurt their brand and the organization's morale For the past 8 years, they've been working to transform the culture and brand by accepting their past shortcomings and working to do better They started an effort around innovation that engaged the entire organization, training everyone on design thinking (which they called Experience by Design) and running  Challenges for employees to come up with new ideas to improve the company They also took a look at their 10 core values, like Honesty, that were good, but were hard to identify with or see how they really applied to the business; they come up with four new ones that came from the people and were more action-oriented, like Be Innovative They also embrace the ideas that don't move ahead for various reasons like prioritization calls that have to be made, and ensure people are still engaged even if their idea isn't taken up We discussed SCIF's innovation in their direct business, which was essentially the same process and approach as their broker business, but without an advisor to guide you through something very long, arduous and confusing for most business owners SCIF realized that the way people buy insurance will be disrupted and change, and they need to able to engage in that shift themselves Simplifying things a bit, SCIF doesn't actually underwrite since they're a Take All Comers market; instead they just need to develop a price, allowing them to cut out more questions than a carrier doing risk selection in addition to pricing might have to do When they built and launched their new direct, digital journey, they learned that people buy insurance around the clock, even on Thanksgiving and Christmas They've since found additional ways to simplify the process and automate things like post-bind data validation and re-underwriting so they make better calls about what risks need to be reworked, and then to do that more effectively One major lesson they learned from all of this is the need for the right person to own and champion an innovation project, who has the appetite to take risks and push the team to keep moving ahead even when it's tough, while also staying open to feedback and insights from all around them They also created Innovation Design Centers, a team that is dedicated to looking at what's out there through the lens of the problems and needs of the business, and it's tended to have more success on specific solutions for specific parts of the business than things that look across multiple functions of the business at once They also played with a metaverse-like solution to help with remote working and the way that can make casual collaboration tougher, but people didn't really take to it despite there really being a need Part of this is likely because it was yet another change on top of lots of others during the pandemic But it was still worth trying, learning from it, and making good decisions about what you keep doing and what you realize won't be a winner and need to move on from Vern things the future will vary by market segment, and most of their business is small business, which is generally more interested in self-service than perhaps larger accounts are, so you need to meet those on-demand needs digitally today This episode is brought to you by The Future of Insurance thought leadership series (future-of-insurance.com). Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of UPbeat Music, available to stream on Spotify, Apple Music, Amazon Music and Google Play. Just search for "UPbeat Music"

“I think one of the most important things that boards do is they say no to stuff that doesn't fit and yes to stuff that does.”  Julie's Top Five Tips For Being a Valuable Board Member1. Align everything to your company's core purpose2. Get informed about your executive leadership team3. See the company through the eyes of your stakeholders 4. Stop talking about ‘digital transformation' and concentrate on making digital progress 5. Train your board  TIME STAMP SUMMARY00:07 Exploring what being a valuable board member entails06:31 CEO needs to be fully involved09:08 Keeping promises 16:12 Training is extremely important Where to find Julie Garland McLellanLinkedIn                               https://www.linkedin.com/in/juliegarlandmclellan       Website                               http://www.directorsdilemma.com/  Who is Julie Garland McLellan?Julie is one of very few women to have commenced a board career with a single not-for-profit organisation and built it to a portfolio of boards including chairing an ASX listed company. Julie has chaired boards and committees and is respected for her practical experience. A frequent speaker at conferences, Julie is also a prized reference for journalists and has featured in ABC News' Nightly Business Report, The Business Programme, The Australian Financial Review, The Financial Times (Britain), Company Director Journal, Keeping Good Companies, and other quality publications.  Julie has also more than 20 years' experience delivering education programs for the Australian Institute of Company Directors and has written more than 14 courses for that institute. She has also developed and delivered director education for the National Association of Corporate Directors (NACD), Director Institute, Governance Institute of Australia, College of Laws, University of Sydney, CPA Australia, The Taiwan Corporate Governance Association, The Oman Centre for Corporate Governance and Sustainability, and Better Boards Ltd.   In addition to her work developing director education Julie has continued to research and study directorship and most recently completed a course at Wharton Business School at the University of Pennsylvania. Julie is the author of several reference books for company directors including two that have been translated into Mandarin and are the global best sellers in their topic category.  Importantly, Julie is a qualified board reviewer and has conducted numerous reviews of boards, committees, and individual chairs and directors over the past 17 years. She has also won numerous awards including (twice) the Australian Institute of Company Directors Faculty award for contribution and excellence in governance education, the CPA President's Award for Service and Excellence in Governance, The I E Business School Epic Award for Women Inspiring Women, and the Australian Business Award for Specialised Services in Board Advisory and Governance.  

Betsy Berkhemer-Credaire is CEO of 50/50 Women on Boards™, the global education and advocacy campaign committed to accelerating gender balance and diversity on corporate boards. She is also CEO of Berkhemer Clayton Retained Executive Search in Los Angeles. She is the author of two books, "The Board Game: How Smart Women Become Corporate Directors” and “Winning the Board Game: How Women Directors Make the Difference.” Both books offer real-world guidelines and profiles of women corporate directors for helping women seek board positions as their ultimate career goal.Betsy led the successful campaign to secure the passage of SB826, effective September 2018, the first and only law in the U.S. requiring every public company headquartered in California to have at least three women directors on a board of six or more, before year-end 2021. Formerly, she was the statewide president of the National Association of Women Business Owners of CA (NAWBO-CA), founding SoCal chair of WomenCorporateDirectors, member of National Assn of Corporate Directors (NACD), and International Women's Forum. Previously Betsy served on the boards of the Southern California Leadership Network, UCLA Medical Center, and the consumer advisory board for SoCal Edison.

David Chun is the founder and CEO of Equilar, one of the most trusted names in the corporate governance community. He has been recognized as one of the most 100 influential players in corporate governance by the National Association of Corporate Directors (NACD).  In this episode we discuss how the Thanks for listening! We love our listeners! Drop us a line or give us guest suggestions here. Links Equilar website: https://www.equilar.com/ Equilar Diversity Network: https://www.equilar.com/diversity   As Corporate Boards Pursue Diversity, Director Training Programs Spring Up: https://www.wsj.com/articles/as-corporate-boards-pursue-diversity-director-training-programs-spring-up-11640946604     Quotes   Founding of Equilar worked in investment banking for DLJ (Donaldson, Lufkin & Jenrette), and that was really the transformative experience for me to really learn about data, what's out there. I spent a lot of time going through SEC filings and recognized that, "Hey, there's an opportunity to potentially build the business around this data.     In '97, my wife and I moved out to California to help open up the DLJ Menlo Park office right in the heart of Silicon Valley, and when you're out here, especially in the late nineties, everybody wanted to start a company and so I said, "Hey, it's not going to get any easier for me. Let's go ahead and let's give it a shot."   It looks a lot easier from the outside, but kind of once you get in you'll realize, "Wow, it is hard." That's the reason 90-plus percent of businesses never make it beyond a couple of years.   I just happened to be at the right place at the right time with the executive compensation data that is essentially the foundation of our business.     Raza David, Joe and I have often talked on this podcast that the old excuse of "we can't find enough qualified" candidates is no longer really available, and I think what you're doing is the last mile step in bringing that to fruition!   David It's big data opportunity where there are, like I said, 1.2 million candidates. Having a lot of data is not the answer. The key is getting to the right data as quickly as possible, and so literally when somebody says, "I can't find candidates," I say, "Hey, do you have 10 seconds?"   You can get binders of information about women, but if you're not able to figure it out how you may be potentially connected to that individual, those binders and those lists are not that valuable because what  people are looking for is not only to show me candidates, but is there some level of connectivity to them?   Rate of increase in women directors of public companies The rate of change is pretty much at parity now, so its one-to-one so as new board seats are being refilled,  roughly a 50/50 balance, and we should reach parity by around 2030.   Big Ideas/Thoughts We mine the compensation that's disclosed in annual proxy filings. We also have our proprietary survey where we collect data compensation, that data that companies provide as part of a broader survey, and we've got close to a thousand companies that use our data for various benchmarking purposes.   You'll see us often cited in The New York Times, the Wall Street Journal, CNBC and others, where they're looking for pay statistics   We have over just across 1.2 million profiles in our dataset of anyone who's been an executive or board member of a public company, private company non-profits and others, and so we are excited about how that's become, also a  way to better serve our clients. As we all know work diversity is a very hot topic right now on the agenda of every board, public, private, nonprofit, and others.   Within our BoardEdge product, we built up the Equilar Diversity Network where we partnered with over 50 different organizations to help match the demand and the supply for diverse talent,   We also allow people to claim their profiles, so people have gone in, they've enriched and particularly added important metrics like their ethnicity or their sexual orientation and disability, veteran status, because what we want in a company, we want to make it much easier for our corporate clients and search firms and others who use our database to find these candidates. Partnership with NASDAQ That's when we found out that this was happening, and what we feel really great about is that since NASDAQ was using our products and they had this big vision of what the big broader ESG vision and my guess, and I don't know this for sure, but behind the scenes over at NASDAQ, when they were putting this together saying, "Hey, if we're going to go out this and ask NASDAQ-listed companies to set a new standard, how do we help them?" And I think that's honestly maybe where Joan said, "Hey, we've been using Equilar. It's a great database. Let's work out some type of partnership with them."   So, yeah, we're honored to be part of that, to be working with them with all of their listed companies, and NASDAQ being technology is very focused on ESG. It blends in well with both what we're doing. They're able to offer to their companies, "Here's a resource. If you don't have the requisite diversity or you want more diversity, here's a place you can go to get it."   We talked about earlier was one of the things that really strikes me is that one of the great strengths is that you can enhance the database of virtually any other company, so they don't see you as a competitor to them. executive search, private equity well, of course they have their own database    any relationship-based business where relationships play a critical part of one's offering. we have our network center, and so that's where our clients are maintaining their pipeline of candidates. So ,every quarter, when a nom/gov committee meets, they can export that and they can be assured that everything has been updated     Without question, the tragic events that have happened, let me show you the dates. It was summer 2020 with George Floyd and the whole Black Lives Matter movement, and that was a wake-up call for corporate America and just recognizing, "Hey, have we done enough? What are the things that we could do differently?" the rate of change has probably doubled so that's a pretty substantial increase over a year.   A lot of boards really took that to heart and there's been a big push to bring. African-American and Black individuals into the boardroom, so that's tremendous progress there. I also would add to that, about four or five years ago, we launched the gender diversity index, and so we're looking at the rate of women on boards. When we looked at this, when we first calculated, I think it was like fall of '16, beginning of '17, I don't know if I'm getting the dates right, roughly 25% of the Russell 3000, so over 750 companies did not have any women on their board   Wow.   And it wasn't that long ago.   They shared it with me, I said, "This can't be right. We can't publish this. I've got to see the data," and so they shared the file with me, and I started going through them. I didn't go through all 750, but I went through about 20 to 30 of them, and I'm like, "Oh, my God, this is right. This is really the state of play.   this stunning statistic that over a million men joined the labor force last month that are taking a job or looking for one compared to only 39,000 women. What explains it then? How does that fit into the diversity push in general?   Yeah. To be able to fill those board seats, you're going to need to have a pipeline of women executives that are going to be quote unquote "board ready." And if you're not having as many women coming back into the workforce, that pipeline is just going to get thinner and thinner.

Michael T. Marquardt is an experienced CEO, corporate director, and business advisor with broad experience serving companies throughout Asia, Europe and the United States. The National Association of Corporate Directors (NACD) has awarded him its highest credential of Board Leadership Fellow® for eight years in a row and has invited him as a speaker and author on emerging corporate governance, multicultural management, and global compliance issues at many of its conferences. From 2007 to 2016, Michael served as non-executive chairman of the board of healthcare services and logistics company AA International, the parent company of Asia Assistance, based in Kuala Lumpur, with operations in eight other countries throughout the Asia-Pacific region. After the sale of five of the operating entities to French insurance giant AXA in 2016, Michael was appointed as chairman of the board of the remaining independent companies, including AA International Indonesia, a healthcare and insurance services provider based in Jakarta. In 2016 Michael was elected chairman of the supervisory board of the Paris-based International Assistance Group S.A.S. (IAG). IAG is a global consortium of 150+ independent companies with a combined staff of more than 7,500 that provide medical and security services on five continents. The IAG board has nine members from nine different countries. After his two-year term concluded in October of 2018, Michael was asked to continue to serve on the board's executive committee. He stepped down in October of 2019 after 10 years of service on IAG's supervisory board. Since January of 2011, Michael has served as one of four independent directors on the board of Commonwealth Trust Company, Delaware's largest non-deposit trust company with more than $15 billion in assets under administration. In addition to his board service, over the past eleven years as CEO of Global Kompass Strategies, Michael has served as an advisor to corporations and government clients in the United States, Europe, and Asia. He works closely with CEOs and senior leadership teams on business development, cybersecurity oversight and strategic planning. He also advises boards of directors and audit committees on effective risk management measures, corporate governance, global expansion efforts, and emerging digital technology issues. Michael gained extensive expertise in the areas of risk management, corporate governance, and the Foreign Corrupt Practices Act when former FBI Director Louis Freeh asked him to serve as President of his global risk management firm, Freeh Group International Solutions, in early 2008. Applying his entrepreneurial and international business experience, Michael was integral in developing the firm's early business relationships and engagements with several Fortune 500© and Global 500© corporations. He also assisted with the group's strategy and business development efforts in Europe. Michael grew up in Berlin and emigrated to the United States soon after witnessing the fall of the Berlin Wall in 1989. He had the opportunity to lead a fast-growing technology company before being recruited to lead a new start-up venture in late 1999. Michael served for seven years as co-founder and chief executive of the health services company MediGuide and led its business development initiatives in the United States, Europe and the Asia-Pacific region. Michael holds a Master's degree from the University of Virginia and a Bachelor's degree from the University of New England. He is a member of the Young Presidents' Organization and the Aircraft Owners and Pilots Association. He earned the CERT Cybersecurity Oversight certificate from the Software Engineering Institute at Carnegie Mellon University and NACD in 2017. Following his personal passions, Michael currently serves as Chair of the Board of the American Cancer Society and, in 2020 and 2021 co-chaired the national search that led to the first woman becoming CEO of this 107-year-old organization. From 2005 to 2014 he served on the board of the Delaware Theatre Company, including four years as chairman. To mark our show's 10th anniversary this month, on this episode, Michael shares 10 things we should know about cancer. Michael is just one of the engaging personalities featured on The One Way Ticket Show, where Host Steven Shalowitz explores with his guests where they would go if given a one way ticket, no coming back. Their destinations may be in the past, present, future, real, imaginary or a state of mind. Steven's guests have included: Nobel Peace Prize Winner, President Jose Ramos-Horta; Legendary Talk Show Host, Dick Cavett; Law Professor, Alan Dershowitz; Fashion Expert, Tim Gunn; Broadcast Legend, Charles Osgood; International Rescue Committee President & CEO, David Miliband; Former Senator, Joe Lieberman; Playwright, David Henry Hwang; Journalist-Humorist-Actor, Mo Rocca; SkyBridge Capital Founder & Co-Managing Partner, Anthony Scaramucci; Abercrombie & Kent Founder, Geoffrey Kent; Travel Expert, Pauline Frommer, as well as leading photographers, artists, chefs, writers, intellectuals, etc.

Diversifying a board of directors is easier said than done, but Rebecca Thornton, head of Director Advisory Services at JPMorgan Chase & Co., has some great advice about creating a well-rounded board. She sits down with Women on the Move host Sam Saperstein to discuss how her team identifies diverse board candidates—and her advice for women aspiring to sever on a board. The art and science of matching candidates to board positions Rebecca describes how JPMorgan Chase & Co.'s Director Advisory Services was formed in 2016 by Jamie Dimon. It was a time when senior bankers at the firm were increasingly being contacted as sources for board searches. “And Jamie knew who he knew and the banker down the hall knew who she knew, but there was no real central clearing house for all the great talent our bankers knew to be board interested,” she explains. “And on the other side, we had clients coming to us saying, We need an audit chair. Do you know anybody with emerging markets experience? It'd be great if they were also diverse.” Rebecca's team now acts as that central clearinghouse with a mission of creating a more robust list of candidates. They now have a network of 4,000 people, and about 60 percent of their “actively looking network” are women or other underrepresented individuals. Creating the list is when art and science meet, according to Rebecca. “The science is where they match the criteria,” she says. “So you're looking for a qualified financial expert who can step into an audit chair role who has emerging markets experience [and the client would love it] if they've also had operations experience out of a consumer-facing business, and this has to be a female or underrepresented person.” Rebecca's team goes through their network and identifies people who meet the science. “The art is where the special sauce is because you have to make sure that beyond the paper that the person is going to fit,” she describes. “And that's where you really do need to understand a little bit of the culture of the organization.” Advice for aspiring board members Rebecca acknowledges that there's a catch-22 for people seeking their first board positions: boards want individuals with board experience, so how do you get the experience? Her advice: be really good at what you do, and make sure that people are aware of your skills. With about 70 percent of board vacancies filled through relationships, Rebecca maintains that building your brand and networking are key to getting your name out there as a potential board candidate. As a resource for aspiring board members, she recommends checking out the local chapter of the National Association of Corporate Directors (NACD). And while she believes that the time is right for women taking more and more prominent roles on boards—most firms are fully on board with wanting to recruit women and other diverse members—there are still practical roadblocks to achieving full parity. One of them is the simple fact that board vacancies can be infrequent. She says that age remains the predominant reason for board turnover, and members typically serve until 72 or 75 years of age. “I just think there are some practical reasons why it continues to sort of lag or take time or plateau, but the good news is that I don't think there'll ever be a board search done again where there's an entire slate of white men,” she adds. Rebecca and Sam also discuss the topic of quotas on boards. And while Rebecca says that in general she doesn't like quotas for quota's sake, she  does feel like we're in a place where the talent and depth is there, and quotas can help move institutions toward parity. “And if a company's doing it to satisfy a quota, I have a lot of confidence in my sisters that they show up, they do their work, and they're going to have impact,” she emphasizes. “So if that voice convinces everybody else in the room that, Hey, this wasn't so bad, she was actually pretty great. Then they get a second voice and a third voice and a fourth voice and parity at some point down the road . . . you have to start somewhere.”

As corporate directorship increases in complexity, the ability of directors to fully engage with the board agenda and to be an effective partner to management are two of the most critical corporate governance issues. In this environment, the ability of directors to be “certified” as to their competency to serve is attracting greater interest. To review what board members need to know about director certification and how the National Association of Corporate Directors (NACD) works to support the profession of directorship, Michael Peregrine is joined by Kimberly Simpson, COO, General Counsel, and Corporate Secretary for the NACD. She also leads NACD's Director Certification Program and joins us to discuss the process and importance of engagement certification.

  As corporate directorship increases in complexity, the ability of directors to fully engage with the board agenda and to be an effective partner to management are two of the most critical corporate governance issues. In this environment, the ability of directors to be “certified” as to their competency to serve is attracting greater interest. To review what  board members need to know about director certification and how the National Association of Corporate Directors (NACD) works to support the profession of directorship, is joined by , COO, General Counsel, and Corporate Secretary for the NACD. She also leads NACD's Director Certification Program and joins us to discuss the process and importance of engagement certification, including: ·         The driving focus behind and key elements of the NACD director qualification ·         How NACD works to support new directors and expand the pool of qualified director candidates ·         An overview of the certification process from start to finish ·         The future of director certification in light of governance oversight expectations     Additional Resources:    

Intro.(1:08) - Start of interview.(1:42) - Robin's "origin story": she grew up in Indiana, "sought warmer weather" so she headed to Duke for college. She later got an MBA at Harvard and started her consulting career at Booz Allen in SF. Five years later she started her own firm, SCA Consulting, focusing on executive compensation and strategy, based out of L.A. She sold that firm to Mercer in 2001, stayed on with the firm until 2007 when she left to start her current firm Farient Advisors.(5:50) - "In the SCA days, executive compensation was commissioned by management, very rarely by boards of directors."(7:20) - Her take on the evolution of executive compensation since the '80s.(10:28) - Her description of her firm Farient Advisors.(12:07) - Her discussion of her firm's research study: "2021 and Beyond: Global Trends in Stakeholder Incentives" authored jointly with the Global Governance and Executive Compensation Group (GECN Group).(15:16) - Her experience on how to link stakeholder goals in executive compensation, particularly in connection to climate change, social matters and DEI.(24:37) - Her take on "moon shot equity grants" ("I am not in favor of them") and founder top-up grants.(28:43) - Her take on SPACs.(32:40) - Her take on the Exxon Mobil proxy fight with Engine No.1. "It's a watershed moment for corporate boards."(36:37) - Her take on human capital "it's time has come." "It's much more about people than it's ever been before." There are four areas of disclosure: 1) number of employees, 2) diversity, 3) profile of the workforce, and 4) retention of workforce.(39:34) - The book that has greatly influenced his life:Fair Pay, Fair Play: Aligning Executive Performance and Pay (2010), her own book! "It consumed my life for a year and a half."Aesop Fables. Collection of fables credited to Aesop, a slave and storyteller believed to have lived in ancient Greece.(42:03) - Her mentors: "I have a view that you can literally learn for anybody." (44:29) - Her favorite quotes: "my favorite sayings have to do luck." Her father-in-law: "Luck is where you look for it."(45:04) - An unusual or absurd habit that she loves: fro-yo!(45:29) - The living person she most admires:  Misty Copeland.Robin Ferracone is the Founder and CEO of Farient Advisors. She is the author of the book “Fair Pay, Fair Play: Aligning Executive Performance and Pay” and is a frequent presenter for well-known organizations including Council of Institutional Investors, Society for Corporate Secretaries and Governance Professionals, the National Association of Corporate Directors (NACD), and The Conference Board, among others. Robin has written extensively on the topics of performance management, incentive plan design, goal setting, and corporate governance.If you like this show, please consider subscribing, leaving a review or sharing this podcast on social media. __ You can follow Evan on social media at:Twitter @evanepsteinLinkedIn https://www.linkedin.com/in/epsteinevan/ Substack https://evanepstein.substack.com/Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

Anton Gopka is a Managing Member at ATEM Capital with a primary focus on private investments. Before ATEM, Anton was managing a biotech venture capital fund — a US$760 million strategic partnership between Domain Associates and a sovereign wealth fund. Notable exits include a $1.7 billion sales of Tobira Therapeutics at an unprecedented premium to its current market cap (up to 19x) and IPO of Atea Pharmaceuticals in 2020 at 30x valuation to the Series A investment back in 2014. Before that, Anton held senior positions in M&A advisory at Barclays Capital, Sistema JSFC (LSE: SSA), and Dresdner Kleinwort. Previous board memberships include Marinus Pharmaceuticals (NASDAQ: MRNS), Regado Biosciences which merged into Tobira Therapeutics (NASDAQ: TBRA), and Miramar Labs (observer). Anton received a master's degree in international economics from the Moscow State University for International Affairs (MGIMO-University), an advanced corporate finance course diploma from INSEAD, and a Board Leadership certificate from Harvard Business School. He is a member of the US National Association of Corporate Directors (NACD) and a member of the Review Committee of the National Cancer Institute (NCI). Anton enjoys life, passionate about classical music & contemporary art. FIND ANTON ON SOCIAL MEDIA LinkedIn | Facebook | Twitter ================================ SUPPORT & CONNECT: Support on Patreon: https://www.patreon.com/denofrich Twitter: https://twitter.com/denofrich Facebook: https://www.facebook.com/denofrich YouTube: https://www.youtube.com/denofrich Instagram: https://www.instagram.com/den_of_rich/ Hashtag: #denofrich © Copyright 2022 Den of Rich. All rights reserved.

Anton Gopka is a Managing Member at ATEM Capital with a primary focus on private investments. Before ATEM, Anton was managing a biotech venture capital fund — a US$760 million strategic partnership between Domain Associates and a sovereign wealth fund. Notable exits include $1.7 billion sale of Tobira Therapeutics at an unprecedented premium to its current market cap (up to 19x) and IPO of Atea Pharmaceuticals in 2020 at 30x valuation to the Series A investment back in 2014.Before that, Anton held senior positions in M&A advisory at Barclays Capital, Sistema JSFC (LSE: SSA), and Dresdner Kleinwort. Previous board memberships include Marinus Pharmaceuticals (NASDAQ: MRNS), Regado Biosciences which merged into Tobira Therapeutics (NASDAQ: TBRA), and Miramar Labs (observer). Anton received a master's degree in international economics from the Moscow State University for International Affairs (MGIMO-University), an advanced corporate finance course diploma from INSEAD, and a Board Leadership certificate from Harvard Business School.He is a member of the US National Association of Corporate Directors (NACD) and a member of the Review Committee of the National Cancer Institute (NCI). Anton enjoys life, passionate for classical music & contemporary art.FIND ANTON ON SOCIAL MEDIALinkedIn | Facebook | TwitterVisit the podcast page for additional content https://www.uhnwidata.com/podcast

In this episode of Nonprofit Architect, Travis talks with Mark Pfister.  His popular book, 'Across The Board: The Modern Architecture Behind an Effective Board of Directors,' an Amazon best-seller with circulation in over 70 countries, has influenced a whole new generation of Board Directors. Travis and Mark talk about setting up a Board, finding the perfect Board Members, and structuring a Board that will be successful. Conversation Highlights:  {00:48} About Mark Pfister. {02:47} Background on Mark's Board and what it looks like. {06:48} The size and structure of a modern Board without wasting bureaucracy. {12:05} Being a Chief Executive Officer, and what Mark's organization looks like. {17:34} When you have top-level guys, especially on boards, working on something they have no business spending time on?  {25:02} Being challenged to ask uncomfortable questions, not being compliant.   {28:24} What happens when you are stuck with a sudden emergency that knocks you off your feet. {31:19} Be open to feedback. Once you have your mission have you checked your impact on the community? Are you meeting your goal? Do you have goals? {35:15} How do you structure awards intentionally, and make sure you are starting your board or recreating your board with the success that you want to have sure?  {40:58} Why having a marketing expert on the board is essential. {42:03} Where do you find the perfect board members? {46:49} Planning for the future and picking board members that will spread your message. {49:42} Why Mark has worked on over 800 Boards. {55:18} Advice for Board of Directors, preparing for the eventual changing of the guard.   Remarkable quotes:  90 plus percent of their problems or inefficiencies are due to the fact they were not structured properly from the beginning.  You must know where you came from to know where you are going.  I think this is one of the biggest misses right now that a board is viewed as a hindrance. 20% of the time, as a CEO or Executive Director, I'm going to now put on a different hat and I'm going to ask questions 80% of the time and give my opinion or my input 20% of the time. The maturity of that decision-maker's ability to allow for discourse, but not take it as an example as a personal attack on them. A board director is not going to be comfortable going out and representing a program, that is not as impactful as it should be.  Three components create the depth of the board.  The vertical component creates your expertise Influence. The horizontal component is your planes of congruence that create your character and then your coverage and balance create the depth of the board. If you can get those three areas balanced in some way, these boards are unstoppable.      Resources:  Mark@PfisterStrategy.com      Bio: Mark A. Pfister   With a strong focus in Strategy, Governance, and Technology / Cybersecurity, Mark A. Pfister is CEO & Chief Board Consultant of M. A. Pfister Strategy Group, an executive advisory firm that serves as a strategic advisory council for executives and Boards in the public, private, and nonprofit sectors. He is also Chairman & CEO of Integral Board Group, a specialized Board services and consulting company.    Mr. Pfister is a 'Board Macro-Influencer' and his success has been repeated across a wide range of business situations and environments. He prides himself on being a coach and mentor to senior executives and directors.    In Board Director circles, Mr. Pfister has earned the nickname 'The Board Architect.' The overarching theme throughout his career has been his aptitude in leadership positions, passionate focus on people, unique governance models, and ability to create value for stakeholders through innovative business strategies and operational excellence.    Michael Lorelli, Executive Chairman of Rita's Franchise Company, has said, “Mark's unusual combination of excelling at a macro and micro grasp of business, genuine interest in Governance, and ability to coach and mentor a Management Team make him a terrific Independent Director.” Mr. Pfister is a certified project management professional and frequently serves as an expert Project Executive, consulting on global projects in their initiation and operational phases, as well as programs requiring remedial focus to bring them back on track. He has deep knowledge and experience in Board design & operations, strategic planning, business transformation, technology implementations, decisioning processes, continuing education programs, executive coaching, and governance models.    Previously, Mr. Pfister was CEO of Pro4ia, Inc., an international consulting and professional services company specializing in a wide range of technology solutions utilizing formal Project Management as a proven and repeatable delivery method. With a Fortune 50 client list, Pro4ia was Citibank's Nominee for Crain's Magazine 'Entrepreneurship of the Year' Award in 2005. He simultaneously served as CEO of Onit, Inc., a national sourcing company specializing in placements for all levels of technology skill sets.   Mr. Pfister was also the National Program Office Leader for American Express leading some of the largest technology transformation initiatives in the company's history. He served as a Licensed Engineering Officer in the U.S. Merchant Marine, holds a B.S. from the State University of New York Maritime College in Facilities Engineering, and completed Harvard Business School's Executive Education Program for Board Directors.   Mr. Pfister is the creator of the ‘Board as a Service' (BaaS) engagement model, an industry he is credited with inventing. He is a Master Speaker and conducts national speaking tours, lectures, and seminars focused on effective leadership, strategy, Board architecture, becoming an exceptional Board Director candidate, professional project/program management, and entrepreneurship.    His popular book, 'Across The Board: The Modern Architecture Behind an Effective Board of Directors,' an Amazon best-seller with circulation in over 70 countries, has influenced a whole new generation of Board Directors.    Mr. Pfister is a proficient Board Director and CEO with experience across multiple industry verticals. He is typically the Chair, or a member of the Strategic Planning Committee, Governance Committee, Technology & Cybersecurity Committee, and Nominating Committee. Mr. Pfister's experience as a renowned Board Consultant, having guided and coached hundreds of Boards, Board Committees, and Board Members, additionally offers up unique and informed viewpoints to the companies he serves.    He holds an Executive Masters Professional Board Certification through the American College of Corporate Directors (ACCD), is a member of the National Association of Corporate Directors (NACD), is a certified Project Management Professional (PMP) through the Project Management Institute (PMI), holds a Global ESG Certification through Competent Boards, and holds a Certified Cyber Intelligence Professional Board Certification (CCIP) through the McAfee Institute.           Nonprofit Architect Podcast Links     Website: http://nonprofitarchitect.org   Community: https://www.facebook.com/groups/NonprofitArchitect    Ultimate Podcast Guide https://www.fatfreecartpro.com/ecom/gb.php?&i=1698463&cl=377219&c=cart&ejc=2&custom=card Subscribe and leave a review https://podcasts.apple.com/us/podcast/nonprofit-architect-podcast/id1481292481 Patreon https://www.patreon.com/NonprofitArchitect Watch on YOUTUBE https://www.youtube.com/channel/UCQm8fnR2sHyrmLpV2jKYajA Listen to these other great podcasts from Veterans. https://nonprofitarchitect.org/veteran-podcast-network/ Want help getting your podcast started? https://nonprofitarchitect.org/podcast-production-services/

In this episode of Nonprofit Architect, Travis talks with Mark Pfister.  His popular book, 'Across The Board: The Modern Architecture Behind an Effective Board of Directors,' an Amazon best-seller with circulation in over 70 countries, has influenced a whole new generation of Board Directors. Travis and Mark talk about setting up a Board, finding the perfect Board Members, and structuring a Board that will be successful. Conversation Highlights:  {00:48} About Mark Pfister. {02:47} Background on Mark's Board and what it looks like. {06:48} The size and structure of a modern Board without wasting bureaucracy. {12:05} Being a Chief Executive Officer, and what Mark's organization looks like. {17:34} When you have top-level guys, especially on boards, working on something they have no business spending time on?  {25:02} Being challenged to ask uncomfortable questions, not being compliant.   {28:24} What happens when you are stuck with a sudden emergency that knocks you off your feet. {31:19} Be open to feedback. Once you have your mission have you checked your impact on the community? Are you meeting your goal? Do you have goals? {35:15} How do you structure awards intentionally, and make sure you are starting your board or recreating your board with the success that you want to have sure?  {40:58} Why having a marketing expert on the board is essential. {42:03} Where do you find the perfect board members? {46:49} Planning for the future and picking board members that will spread your message. {49:42} Why Mark has worked on over 800 Boards. {55:18} Advice for Board of Directors, preparing for the eventual changing of the guard.   Remarkable quotes:  90 plus percent of their problems or inefficiencies are due to the fact they were not structured properly from the beginning.  You must know where you came from to know where you are going.  I think this is one of the biggest misses right now that a board is viewed as a hindrance. 20% of the time, as a CEO or Executive Director, I'm going to now put on a different hat and I'm going to ask questions 80% of the time and give my opinion or my input 20% of the time. The maturity of that decision-maker's ability to allow for discourse, but not take it as an example as a personal attack on them. A board director is not going to be comfortable going out and representing a program, that is not as impactful as it should be.  Three components create the depth of the board.  The vertical component creates your expertise Influence. The horizontal component is your planes of congruence that create your character and then your coverage and balance create the depth of the board. If you can get those three areas balanced in some way, these boards are unstoppable.      Resources:  Mark@PfisterStrategy.com      Bio: Mark A. Pfister   With a strong focus in Strategy, Governance, and Technology / Cybersecurity, Mark A. Pfister is CEO & Chief Board Consultant of M. A. Pfister Strategy Group, an executive advisory firm that serves as a strategic advisory council for executives and Boards in the public, private, and nonprofit sectors. He is also Chairman & CEO of Integral Board Group, a specialized Board services and consulting company.    Mr. Pfister is a 'Board Macro-Influencer' and his success has been repeated across a wide range of business situations and environments. He prides himself on being a coach and mentor to senior executives and directors.    In Board Director circles, Mr. Pfister has earned the nickname 'The Board Architect.' The overarching theme throughout his career has been his aptitude in leadership positions, passionate focus on people, unique governance models, and ability to create value for stakeholders through innovative business strategies and operational excellence.    Michael Lorelli, Executive Chairman of Rita's Franchise Company, has said, “Mark's unusual combination of excelling at a macro and micro grasp of business, genuine interest in Governance, and ability to coach and mentor a Management Team make him a terrific Independent Director.” Mr. Pfister is a certified project management professional and frequently serves as an expert Project Executive, consulting on global projects in their initiation and operational phases, as well as programs requiring remedial focus to bring them back on track. He has deep knowledge and experience in Board design & operations, strategic planning, business transformation, technology implementations, decisioning processes, continuing education programs, executive coaching, and governance models.    Previously, Mr. Pfister was CEO of Pro4ia, Inc., an international consulting and professional services company specializing in a wide range of technology solutions utilizing formal Project Management as a proven and repeatable delivery method. With a Fortune 50 client list, Pro4ia was Citibank's Nominee for Crain's Magazine 'Entrepreneurship of the Year' Award in 2005. He simultaneously served as CEO of Onit, Inc., a national sourcing company specializing in placements for all levels of technology skill sets.   Mr. Pfister was also the National Program Office Leader for American Express leading some of the largest technology transformation initiatives in the company's history. He served as a Licensed Engineering Officer in the U.S. Merchant Marine, holds a B.S. from the State University of New York Maritime College in Facilities Engineering, and completed Harvard Business School's Executive Education Program for Board Directors.   Mr. Pfister is the creator of the ‘Board as a Service' (BaaS) engagement model, an industry he is credited with inventing. He is a Master Speaker and conducts national speaking tours, lectures, and seminars focused on effective leadership, strategy, Board architecture, becoming an exceptional Board Director candidate, professional project/program management, and entrepreneurship.    His popular book, 'Across The Board: The Modern Architecture Behind an Effective Board of Directors,' an Amazon best-seller with circulation in over 70 countries, has influenced a whole new generation of Board Directors.    Mr. Pfister is a proficient Board Director and CEO with experience across multiple industry verticals. He is typically the Chair, or a member of the Strategic Planning Committee, Governance Committee, Technology & Cybersecurity Committee, and Nominating Committee. Mr. Pfister's experience as a renowned Board Consultant, having guided and coached hundreds of Boards, Board Committees, and Board Members, additionally offers up unique and informed viewpoints to the companies he serves.    He holds an Executive Masters Professional Board Certification through the American College of Corporate Directors (ACCD), is a member of the National Association of Corporate Directors (NACD), is a certified Project Management Professional (PMP) through the Project Management Institute (PMI), holds a Global ESG Certification through Competent Boards, and holds a Certified Cyber Intelligence Professional Board Certification (CCIP) through the McAfee Institute.           Nonprofit Architect Podcast Links     Website: http://nonprofitarchitect.org   Community: https://www.facebook.com/groups/NonprofitArchitect    Ultimate Podcast Guide https://www.fatfreecartpro.com/ecom/gb.php?&i=1698463&cl=377219&c=cart&ejc=2&custom=card Subscribe and leave a review https://podcasts.apple.com/us/podcast/nonprofit-architect-podcast/id1481292481 Patreon https://www.patreon.com/NonprofitArchitect Watch on YOUTUBE https://www.youtube.com/channel/UCQm8fnR2sHyrmLpV2jKYajA Listen to these other great podcasts from Veterans. https://nonprofitarchitect.org/veteran-podcast-network/ Want help getting your podcast started? https://nonprofitarchitect.org/podcast-production-services/

We’re back with Part 2 of our latest episode with Erin Essenmacher, the award-winning documentary film writer, director, producer, and former president and chief strategy officer of the National Association of Corporate Directors (NACD).  (Haven’t listened to Part 1 yet? We suggest you do that first. Context!) In Part 2, Erin and Paul focus on the big question: should there be agreed standards or even legislation around the required education for directors?  Erin and Paul also dive into: Which mindset is found most often in the boardroom; growth, learner or fixed? How inexperience can be a positive addition to diversity Is it up to companies to educate board members, or the individual directors?  The benefits of working with people from different backgrounds, skills and experiences Do boards have the right controls in place to make sure the diverse voices feel important and can contribute? What does Erin think will change most in the boardroom over the next 20 years? Connect with Erin: LinkedIn - Erin Essenmacher Erin Essenmacher Mine - Award-winning Documentary Connect with Paul: LinkedIn  Future Directors Follow Future Directors on LinkedIn If you enjoyed the show, we'd love to know!  Leave a quick review here: Future Directors on iTunes

This episode features Erin Essenmacher, who has a long list of achievements we can mention after her name; she’s an award-winning documentary film writer, director, producer, and former president and chief strategy officer of the National Association of Corporate Directors (NACD).  Oh, and she’s also a cancer survivor. As we’re sure you can already guess, Erin’s story is amazing. In Part 1 of this two-part episode, Erin and Paul discuss her passion of innovation and disruption, as well as the importance of understanding your boardroom audience – and how Erin’s filmmaking experience enables her to do that. Erin and Paul also dive into: Why storytelling is such an essential skill for directors to have How boards can better mitigate the constant uncertainty in the world The common view that age and experience are intertwined The best way to create stronger connections within your network What is the one factor that some boards and businesses have in common, that has helped them thrive through the COVID pandemic? The highest priority skill Erin would look for in directors if she were to build a board from scratch Connect with Erin: LinkedIn - Erin Essenmacher Erin Essenmacher Mine - Award-winning Documentary Connect with Paul: LinkedIn  Future Directors Follow Future Directors on LinkedIn If you enjoyed the show, we'd love to know!  Leave a quick review here: Future Directors on iTunes

In this EdUp Embedded episode, sponsored by FRANK., Joe talks one-on-one with the President and CEO of the Association of Governing Boards (AGB), Henry Stoever. Henry gives an absolute masterclass regarding higher education governing boards. He discusses the three main components of effective board operations - composition, mindset, and action. The macro roles of an effective board are to hire, motivate, and incentivize the President of a college or university and to collaboratively develop the strategy. The "noses in, fingers out" functioning of an effective board allows for financial stress testing and scenario planning. However, governing boards need to spend more time understanding marketing and planning - the price to value proposition. Don't miss this episode! Mr. Henry Stoever brings to AGB a deep understanding of the importance of citizen governance and a wealth of experience in building on the strengths of a member-focused organization. In Mr. Stoever's previous position at National Association of Corporate Directors (NACD), he oversaw marketing, partner relations, and board-development teams, helping to provide insights on critical issues that shape board agendas for the largest association of corporate directors in the United States. Episode sponsored by our great friends at FRANK! Check out www.withfrank.org! Thanks so much for tuning in. Join us again next time for another episode! Contact Us! Connect with the hosts - Elvin Freytes, Elizabeth Leiba, and Dr. Joe Sallustio ● If you want to get involved, leave us a comment or rate us! ● Join the EdUp community at The EdUp Experience! ● Follow us on Facebook | Instagram | LinkedIn | Twitter | YouTube Thanks for listening! We make education your business!

Doug Baumoel shares on The Family Factor: Why it's so important, How to measure it, How to Build it. About: Doug Baumoel is the Founder of Continuity, LLC and offers an extensive background in family business operations and executive management in his work with clients. He served as a second-generation executive in his own family's business and has held key executive positions in other family and non-family businesses. Doug started and ran businesses in both the U.S. and Europe, and lived overseas for six years while establishing and managing the European offices of his family's business. He has applied more than 20 years of business experience to the development of a process for analyzing key variables affecting family business conflict. Early on in his career, prior to joining his family's business, Doug served as an internal consultant in strategic planning for Sperry Corporation (Unisys) and as an engineer at Polaroid. Doug is the co-author, with Continuity Managing Partner, Blair Trippe, of Deconstructing Conflict: Understanding Family Business, Shared Wealth and Power. This recently published work is the ultimate guide to Continuity's unique developmental approach to conflict management in family enterprises. A highly-regarded thought leader on conflict management, leadership and governance in family enterprise, Doug has authored or co-authored articles and chapters for numerous professional publications and journals – including Family Business and Massachusetts Family Business magazine; the Thomson West Alternative Dispute Resolution Practice Guide; Private Company Director magazine; and Negotiation Journal of the Harvard/MIT/Tufts Program on Negotiation. His extensive speaking and facilitation engagements include the Campden “America's Families in Business” conference; FFI's annual international conference; Transitions East; and the Smith Family Business Initiative at Cornell University along with Suffolk University Law School; Northeastern University Business School; Babson University; the Massachusetts Bar Association; American Bar Association; Massachusetts Probate Council; Boston Private Bank; several regional estate planning councils and various national industrial conferences in multiple industries. Doug earned an MBA from the Wharton School at the University of Pennsylvania and a BS in Electrical Engineering from Cornell University. A dual certificate holder in both Family Business Advising and Family Wealth Advising from the Family Firm Institute, he has been awarded the additional distinction of FFI Fellow. Among Doug's numerous professional achievements, he holds a certificate in Civil Mediation from MCLE and is a graduate of the Director Professionalism program of the National Association of Corporate Directors (NACD), which recognized him with Fellow status. Doug also served as President of the New England chapter of the Family Firm Institute.

Boards are not like our work settings and take a special skill set. If you have ever pondered what makes a successful board career, you are in the right podcast. Julie Garland McLellan built a board career from one not-for-profit to a portfolio including chairing an ASX listed company. A frequent conference speaker, Julie has featured widely in media such as ABC News' Nightly Business Report, The Business, The Australian Financial Review, The Financial Times, Company Director Journal, Keeping Good Companies, and others. She has 23 years' experience delivering education for the Australian Institute of Company Directors, National Association of Corporate Directors (NACD), Governance Institute of Australia, College of Laws, University of Sydney, CPA Australia, Taiwan Corporate Governance Association, Oman Centre for Corporate Governance and Sustainability, etc. Julie continues to research and study and recently completed a course at Wharton Business School. She is the author of six books. We are here discussing The Politics of Boards. Listen on to hear from Julie on: What makes a perfect board? How can you start a board career? How can a Board Chair operate at their best and ensure a diverse board sings from the same songbook? Best advice on how to get heard, especially when you are the dissenting voice in the board discussion? Take away: What is your best tip to manage The Politics of Boards? (one tip or sentence please). To connect with Julie: LinkedIn Website

How must board-management relationships evolve to proactively lead into the future? Find out by listening to Episode 188. Scott and I speak with returning guest Peter R. Gleason, CEO of the National Association of Corporate Directors (NACD) about highlights from their Blue Ribbon Commission report “Fit for the Future.”   Peter is a recognized expertRead More The post Is Your Board Fit for the Future? — with guest Peter Gleason appeared first on Business Advancement.

How must board-management relationships evolve to proactively lead into the future? Find out by listening to Episode 188. Scott and I speak with returning guest Peter R. Gleason, CEO of the National Association of Corporate Directors (NACD) about highlights from their Blue Ribbon Commission report “Fit for the Future.”   Peter is a recognized expertRead More The post Is Your Board Fit for the Future? — with guest Peter Gleason appeared first on Business Advancement.

Find out by listening to Episode 188. Scott and I speak with returning guest Peter R. Gleason, CEO of the National Association of Corporate Directors (NACD) about highlights from their Blue Ribbon Commission report "Fit for the Future."   Peter is a recognized expert in board leadership and corporate governance issues. He serves as a member of NACD's national faculty, is regularly quoted in the national media, and is a frequent presenter on the subjects of corporate governance, executive and director compensation, risk, strategic planning, and board/shareowner relations. He has served as a commissioner on every NACD Blue Ribbon Commission report issued over the past 16 years, including the most recent releases on Fit for the Future: An Urgent Imperative for Board Leadership and Adaptive Governance: Board Oversight of Disruptive Risks.  (read more about Peter Gleason below) You'll gain insights on: The most impactful challenge for boards and management teams in the age of rapidly interacting "Megatrends" The “Recalibration" of expectations and roles between boards and management Three immediately useful ideas for shaping “Future Fit” Board – Management teams

Why are more boards looking for greater adaptability in CEOs, C-Suite, and Sr. Executives? Find out by listening to Episode 152.  In this pivotal fan-favorite podcast, Scott and I speak with Peter R. Gleason, President & CEO of the National Association of Corporate Directors (NACD). Although we recorded this conversation in 2019, before the disruptionRead More

FEATURED GUESTSLeah RozinLeah Rozin joined the National Association of Corporate Directors (NACD) in 2019 as the senior manager of Research. Prior to joining NACD, she was Vice President at ISS Corporate Solutions (ICS) where she served as the principal advisor for the Sustainability Suite working with corporate clients understand the ESG landscape and improve disclosure practices. She joined ICS in 2015 from the Corporate Executive Board where she specialized in investor perception studies and investor messaging. RELATED RESOURCESRozin, Leah. "Understanding the Board’s Role in ESG," NACD BoardTalk blog (Sept. 22, 2020).NACD. Strategic Oversight of ESG: A Board Primer (Sept. 22, 2020; NACD member exclusive).Cyrus Taraporevala letter, State Street Global Advisors (Jan. 28, 2020).NACD ESG Oversight Resource Center 

Diversity on the Board: Peter Gleason, President and CEO of the National Association of Corporate Directors (NACD) discusses diversity lessons learned over the past 40 years and how to accelerate the diversity of your board with host Richard Levick. https://www.nacdonline.org/insights/magazine/article.cfm?ItemNumber=65752

Nicola Fraser Website: www.nextkeyservices.com LinkedIn: https://www.linkedin.com/in/nicolamfraser/  Twitter: https://twitter.com/FraserIrish Nicola Fraser is an experienced global executive at Fortune 50 companies. She held various leadership positions at world-class organizations including JPMorgan Chase, Fannie Mae, Deloitte & Touche and Arthur Andersen. Nicola is a qualified financial expert with over 20-years of experience providing solutions to clients across multiple industries in finance, accounting, risk management, corporate governance and regulatory environments during times of significant change and challenge.  She is respected as a credible voice in decision making, finding strategic partners and establishing governance.   Nicola is Managing Partner at NextKey Services LLC, a firm she founded which provides management consulting services in addition to the management of a growing residential real estate investment portfolio.  She partners through understanding the business and a commitment to establishing a business relationship that reflects the truest sense of a partnership. Nicola’s passion for affordable housing inspired her to manage and continue to grow a residential real estate investment portfolio.   Nicola volunteers as a mentor in the Million Dollar Women Summit Street Sisters mentorship program where she advises entrepreneurs on how to evaluate and overcome financial challenges in their business. Nicola’s academic achievements include a Bachelor of Arts in business administration with a concentration in accounting from Franklin & Marshall College.  She also attended Harvard Business School Executive Education program, Risk Management for Corporate Leaders.  Nicola is a Certified Public Accountant. She is a member of the American Institute of Certified Public Accountants (AICPA) and the National Association of Corporate Directors (NACD). In this episode, we discuss: Taking a moment to shift your life Planning to follow your passion Putting your full self out there How to build relationships to build your future Knowing what you want and going for it How to embrace the mess for the long game How to manage it all personally and professionally Why it’s important to be uncomfortable Why the 4th quarter is a huge opportunity instead of a lost quarter

Javier Saade is Managing Partner of Impact Master Holdings and Venture Partner at Fenway Summer Ventures. He is chairman of the board of a private equity-owned financial services firm and serves on the Boards of Trustees of The Nature Conservancy and The Organization of American States Pan American Development Foundation. Saade also holds seats on the Global Board of Advisors of DocuSign, the Corporate Social Responsibility Board of Univision, and the Board of Advisors of Harvard University's Arthur Rock Center for Entrepreneurship. He is a founding member of Fast Company's Impact Council and a member of the National Association of Corporate Directors (NACD) and the Latino Corporate Directors Association (LCDA). Previously Saade was one of the highest-ranking Latinos during the Obama administration and the SBA programs he oversaw have invested over $128 billion into more than 300,000 companies. Before his White House appointment he spent time at organizations that include McKinsey & Company, Booz Allen & Hamilton, Bridgewater Associates, Global Emerging Markets and Abbott Laboratories. He holds an MBA from Harvard Business School, an MS from Illinois Institute of Technology, and a BS from Purdue University.

Joanna Massey  Website: https://www.jdmainc.com/ LinkedIn: https://www.linkedin.com/company/jdmainc/ Instagram: https://www.instagram.com/jdmainc/ Twitter: https://twitter.com/jdmainc With over 25 years of experience in the media industry at companies, such as Condé Nast, Lionsgate, CBS, Viacom, Discovery and Hasbro, Joanna Dodd Massey, Ph.D., MBA is an experienced C-level communications executive and Board Director. She has managed brand reputation, corporate turnaround, crisis communications, culture transformation, and multi-million-dollar P&Ls. Currently, she serves as a consultant, who advises clients on communicating with Millennial and Gen Z employees, consumers, and investors. She is a corporate speaker and trainer, as well as the author of the upcoming book, Culture Shock: Surviving Five Generations in One Workplace (in stores on May 19, 2020). As a Board Director, Dr. Massey is a member of the National Association of Corporate Directors (NACD) and currently serves on the Advisory Board of 8B Education Investments, a financial startup. Formerly, she served on the Board of Directors of The Resolution Project as a member of the Audit Committee, the University of Southern California New York Alumni Club as a member of the Executive Board, and Colors LGBTQ Youth Counseling Services. Dr. Massey is also an angel investor who advises female entrepreneurs on all stages of seed funding, including investor decks and go-to-market messaging. She previously served as a Managing Director at Golden Seeds, an early-stage female-led investment firm with more than $125 million in total investments in over 170 female run businesses, and she is a member of the Angel Capital Association. In addition, Dr. Massey is an adjunct professor at Columbia University, where she teaches a masters-level course in corporate communications. In addition, she holds four graduate degrees in both business and psychology, and she is a member of the American Psychological Association. In this episode, we discuss: Pivoting from a corporate job to entrepreneur Recognizing your differentiator How to address culture shock in the workplace How having a company is like having a child Making time for board and volunteer work How tech gives females opportunity to step into business and entrepreneurship

Lauren Harrell Website: https://www.chathamfinancial.com/ Lauren currently serves as a Head of Commodities for the Financial Institution Group at Chatham Financial, an independent global leader in debt and derivatives advisory. Known for her strategic thinking and vision, she has built and scaled an innovative commodity derivative hedging business line for regional and community banks who lend to oil and gas producers. She brings together people, process, and technology to develop and deliver on strategy, business development, operations, marketing, client relations, and implementation. Throughout her career, Lauren has had roles in finance, banking, credit, Treasury, auditing, internal controls, risk management and lending. She has been recognized as an industry leader and is a faculty member at the ABA Stonier Graduate School of Banking hosted by Wharton at the University of Pennsylvania, creating their Derivatives elective course for industry professionals. Lauren has been interviewed by American Banker and Risk Management Association for her subject matter expertise in the areas of risk, derivatives, and energy. She has also been a guest speaker at Villanova, Gordon College, and West Chester University. Recently, Lauren was named to VISTA.Today’s Millennial Superstar 40 Under 40 List for Chester County. She has also served on over a dozen not for profit and for profit boards. Currently, she serves on the Advisory Board of WSFS Bank (NASDAQ: WSFS), a $12B bank that serves the Delaware Valley region. Additionally, she serves as Chair of the Chester County Food Bank, was appointed to the Chester County Women’s Commission serving as their Vice President, is a Trustee for the Chester County Hospital Foundation serving as their Audit Chair, and serves on the Board of Historic Kennett Square as their Vice Chair. Lauren holds a CPA license and is also a Chartered Financial Analyst. She received her undergraduate degree in Criminal Justice at the University of North Carolina Wilmington and a master’s degree with a concentration in Finance from Gonzaga University. She is also a graduate of the ABA Stonier Graduate School of Banking and holds a Certificate in Leadership from The Wharton School of Business at the University of Pennsylvania. She is a member of the CFA Institute, American Institute of Certified Public Accountants (AICPA) and the National Association of Corporate Directors (NACD). Lauren lives in Landenberg, PA with her husband and daughter. In this episode, we discuss: How to keep your options open in your career The importance of mentorship, networking, and building relationships to career advancement Investing in yourself to achieve career goals The value of having someone advocate for you How to reduce or eliminate reactivity in business The need for more women in leadership roles How women approach decision-making from collaboration The future of women in the workplace

When I think of the word “resilient”, I think of Lela Panagides. As the President and Founder of Leap Into Leadership and current candidate for City Council in Carlsbad, CA, Lela has faced many challenges and hurdles and won.  Her philosophy is that everything she has seen has brought her to where she is! Having lived in several different countries, worked in corporate, and now running her own business, she has had to take many leaps of faith to get where she is today. Her other philosophy is that once we know better we are accountable for doing better. And she is doing that by putting her hat in the ring as a first-time candidate. You don't want to miss this interview!   About the Guest: Lela Panagides provides coaching, leadership development and organizational change consulting for some of the most admired global companies. Her current position as President of Leap Into Leadership, a leadership consulting firm, helps companies manage during major periods of change and transition. Lela started her career with DAI, an economic development company that at the time was providing technical assistance to countries of the former Soviet Union transitioning to a free-enterprise economy. She later moved to Warsaw, Poland and was a manager in the Human Capital Group for Pricewaterhouse. In her role, she helped recruit and train local talent as well as integrated company talent management practices throughout Europe. When she returned to the U.S., she joined EY as Assistant HR Director with responsibility for human resource, organization development, and integration of EY's Latin America Tax practices. Five years later, she was recruited for a senior leadership role with Tyco as Director of Training and Organizational Development and spearheaded the Women's Leadership Council, the first in the company. It was at Tyco that she met her husband and started a family. Searching for  a more family friendly culture, she joined Microsoft as Director of People and Organization Capability. Her responsibilities included talent development, strategic planning and change management and executive on- boarding and coaching. Ms. Panagides has consistently been rated as an outstanding facilitator, speaker and educator on topics ranging from manager effectiveness to mindfulness at work, from corporate leaders to first responders. She is a member of the International Association of Chiefs of Police and has been a featured speaker at the Electronic Security Expo. Ms. Panagides has worked in various industries including: Telecommunications, Information Technology, Healthcare, Security/Law Enforcement, Education, and Non-Profit. Ms. Panagides has a B.A. from the University of Virginia (Phi Beta Kappa) and an M.B.A. from Indiana University Kelly School of Business. Ms. Panagides was selected as a William Davidson Institute Fellow at the University of Michigan School of Business. She has lived in six countries and continues to deliver outstanding service to her clients and customers around the globe. With a social conscience orientation, Ms. Panagides gives her time and resources to the San Diego Zoo, PCI Global, the NAACP and other non- profit organizations that promote human dignity and equity. In March of 2019, she was confirmed as Board Chair of Inova International, Inc. a technology company. Lela is a member of the National Association of Corporate Directors (NACD). In 2013, she was selected by the Springfield Business Journal as one of the Most Influential Women. Lela Panagides is currently running for Carlsbad City Council, District 2. You can find our more about her campaign at www.lelaforcarlsbad.com. Her company website is www.leapintoleadership.com   About the Host: Laurel Rutledge's human-centered approach, empathy, and understanding of individual needs make her a top-notch personal advisor and women's leadership coach. Her care and compassion have made her an indispensable guide for countless women navigating the next phases of their lives and careers. Add to that her intimate knowledge of the HR landscape, and it becomes clear why her HR clients have had such transformative experiences. Just as Rutledge has helped countless others get out of their rut and off of the ledge, so too can she help you. After receiving her MBA, Laurel moved from accounting and consulting to human resources, driven by a desire to do good in a business environment. It quickly became apparent that the switch had been a good choice — she flourished professionally and became happier, satisfied with the difference she could make through her work. After a 30-year career, she left the corporate world, but her passion for HR and helping others has only grown. Now, she works one-on-one with clients, leveraging her experience in leadership and personal development to help them get the most of out their lives and careers. From her beginnings as a consultant at Deloitte to her time as VP of HR at Covestro, Laurel has seen more sides of the business world than most. She's achieved technical mastery of HR, with a deep knowledge of the rules and regulations that must be followed. She's also a people person, perceptive and outgoing, with a sixth sense for helping others to see the difference between what they want and what they need. The culmination of this is in her personal philosophy: “lead with your heart, act with your head.” Find out more at: https://laurelrutledge.com   Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device. Leave us an iTunes review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.

Scott Robinson (www.rrgexec.com) has 35 years of experience in the human capital industry. After founding and leading the largest full-service human resources firm in the Midwest, Scott returned to his entrepreneurial roots to launch Robinson Resource Group, where he now continues to serve as a trusted advisor to executives in the C-Suite. Scott is certified by the Worldwide Association of Business Coaches as a Registered Corporate Coach™-one of fewer than 1000 such certified Coaches worldwide. He is also a member of the Institute of Coaching Professional Association at McLean Hospital—a Harvard Medical School affiliate and is certified in the Hogan Assessment and the full suite of MRG assessment tools. In addition to serving on several BODs, Scott is highly active in many business organizations including The Executives’ Club of Chicago (ECC), the Young Presidents Organization (YPO Gold), the National Association of Corporate Directors (NACD) and the ESOP Association. 2:30 Executive coaching and executive search 6:00 It’s all about the culture fit 24:20 Effective extrication from a direct management to a high-level leadership position 29:43 How to prep for future executive success 30:40 One company’s culture fit is another company’s NOPE 40:10 How Scott’s small-town upbringing informed his values 48:00 Relationship building as marketing; customer service is king 52:00 Transition from Counseling to Coaching & one essential ingredient for success: a supportive partner 1:1:30 Understanding what motivates your employees and clients 1:11:20 Never underestimate the power of a great Executive Assistant and a great team Connect with Gary Rabine and DDCEO: Visit the DDCEO BLOG: http://ditchdiggerceo.com/ Like DDCEO on Facebook: https://www.facebook.com/DitchDiggerCEO Follow DDCEO on Twitter: https://twitter.com/DitchDiggerCEO Follow DDCEO on Instagram: https://www.instagram.com/DitchDiggerCEO Subscribe on YouTube: https://www.youtube.com/channel/UCh03Px5ez_xe_oE_iJMMNIg/featured?view_as=subscriber

Beth Boland is a force to be reckoned with.  Named one of Massachusetts “most influential lawyers,” Beth was first initiated into the world of shareholder defense working as a clerk for a district judge on the Mike Milken and Ivan Boesky cases. Now chair of Securities Enforcement & Litigation Practice at Foley & Lardner LLP, she also serves as President of the New England chapter of the National Association of Corporate Directors (NACD).  An expert on how boards operate, she champions the expansion of diversity on boards and has worked tirelessly to bring gender diversity to the boardroom. Thanks for listening! We love our listeners! Drop us a line or give us guest suggestions here Quotes “I think folks are really growing away from the idea of thinking of their board as a potential nuisance that they have to deal with, and [thinking of it] as one that is really a strategic asset.” [12:10] “I guarantee you that there are some rock star women and aspiring directors of color who will knock your socks off.” [19:05] “Take care of your people, who will take care of your product, which will take care of your shareholders.” [27:40] Big Ideas  The increasing interest of private companies to run their boards more similarly to their publicly held counterparts. [09:50] Board expansion and diversity. [14:53] Delaware courts’ decision to hold boards accountable for additional stakeholder interests. [22:38]   Links Beth Boland's Website Beth Boland on LinkedIn B Corps Business Roundtable NACD

Female Leader | From the Ground Up Peggy McHale is a serial entrepreneur, growth guru, and renown female leader in the consulting industry where she built her business, C2G Partners. Peggy is the co-author of Black and White Strike Gold: Practical Nuggets to Grow Your Business, and she serves on NJIT's Undergraduate Research and Innovation Board and The Women's Center for Entrepreneurship (WCEC) Board. She has a long list of accolades and accomplishments, but the recent sale of her business was one of the most significant milestones in her career. The emotional and logistical challenges of growing and selling a business are greater than most could imagine, but they provided Peggy with invaluable lessons that made her the leader she is today. She joined us to share some of them and explain what it took to achieve success as a woman in the marketing industry. Built to Sell Prior to becoming an entrepreneur, Peggy built a successful career as a female leader in corporate America. However, when 9/11 took place, the global economic impact forced Peggy and thousands of others into unemployment. Instead of looking for a new job, Peggy decided to pursue her dormant goal of starting a business, and she entered the consulting industry after discovering a widespread need for interim expertise. She and her partner built a business plan, tapped into their networks, and softened the market so they could hit the ground running when they launched C2G. One-by-one, Peggy built a team of elite experts and grew the company to 150 employees before selling—but it did not come easy. Making Difficult Decisions One of the most challenging parts of being a female leader is making difficult decisions swiftly and effectively. Since her business plan incorporated an exit strategy from the beginning, it meant she had to constantly make difficult decisions to stay on course. The greatest cost for a consulting business is labor, so when the recession hit, Peggy had to cut people based on revenue generation alone. And when she sold, she had to deal with changes in loyalty and attitude after the new owners came into the picture. No matter what your goals are, every decision you make will have consequences; About Peggy McHale Peggy is the co-founder and recently retired Managing Director for C2G Partners (Formerly Consultants 2 Go) a Newark, NJ based consulting firm that provides marketing and analytic solutions to Fortune 500 companies in the Financial Services, Telecom, CPG, Healthcare, and Insurance industries. C2G was acquired by Whitegate Capital Partners, a private equity firm in 2016. C2G was recognized for the second time by Fortune Magazine/ICCC as one of the top 100 Inner City Companies in the US. In addition, C2G was also included on the Inc. 500/5000 list as one of the fastest-growing companies in the US for the last six years. Peggy is the co-author of Black and White Strike Gold: Practical Nuggets to Grow Your Business. She just recently co-wrote Lessons Beyond the Obvious: An Entrepreneurs Handbook. Before she started her company with her partner Sandi Webster, she was a Vice President of Marketing at American Express. She holds an MBA in Finance from St. John's University and a BA from the College of Mount St. Vincent. Peggy currently serves as an independent Board Member for Pariveda Solutions. In addition, Peggy is committed to supporting several nonprofit organizations including NJIT's Undergraduate Research and Innovation Board and The Women's Center for Entrepreneurship (WCEC) Board. Peggy served on the State Board of the New Jersey Association of Women Business Owners as their Vice President of Marketing and Nominations Chair. She is also a member of the Women Presidents' Organization, New Jersey Technology Council (NJTC), National Association of Corporate Directors (NACD) and NYPAY. Peggy was a Finalist for EY's Entrepreneur of the Year in 2016 & 2017. She was also awarded Leading Women of NJ and Top 50 Women Leaders in NJ by NJ Biz. What You Will Learn: How Peggy started her company and grew it to 150 employees How Peggy leveraged her network to soften the market before launching her company How Peggy and her partner extended their expertise to new team members so they could start delegating and growing the business Practices that helped Peggy make difficult decisions as a female leader How Peggy navigated the internal and external challenges of selling her business Resources: Website: www.pandimedia.com LinkedIn: https://www.linkedin.com/in/peggymchale/ Twitter: @peggymchale

  Betsy Atkins CEO Baja Corp Board Member at Wynn Resorts and Volvo Cars LinkedIn: https://www.linkedin.com/in/betsy-atkins-a36b114/   Betsy Atkins is a former three-time CEO and has served on some of the world’s most visible Global public company boards. For 20 years, she has worked behind the scenes at companies like Chico’s, Vonage, Darden Restaurants, NASDAQ, HealthSouth, Wix, and Home Depot Supply.  She has served on over 30 boards and been through 13 IPOs. Betsy started her career as an entrepreneur co-founding several successful digital tech and consumer companies including blockbuster $5.4 billion Ascend Communications. Betsy is an effective operational leader, dramatically building, and scaling businesses. She has a strong operational perspective with focus on taking friction out of the consumer experience. She leverages broad contemporary knowledge of digital technology to reduce costs, drive experiences/productivity using AI machine learning analytics to drive consumer outcomes. Betsy is a corporate governance expert with an eye for making boards a competitive asset. Her corporate Board experience is vast and covers multiple industries including: Technology, Retail, Hospitality, CPG, Manufacturing, and Automotive. She brings vision for new consumer experiences, relentless customer focus and high business discipline around execution. Betsy has written three books including, “Be Board Ready: The Secrets to Landing a Board Seat and Being a Great Director” and “Behind Boardroom Doors: Lessons of a Corporate Director”.  Betsy’s publications on Corporate Governance include The Conference Board, National Association of Corporate Directors (NACD), Business Insider, and Forbes to name a few. Betsy frequently appears on CNBC, Bloomberg, and Yahoo Finance as a Corporate Governance expert commentator. She is currently serving on 3 public company boards: Wynn Resorts, Covetrus and SL Green and is a Board Member at Volvo Car Corporation & Docker (private).  https://betsyatkins.com/   @Betsy_Atkins   https://www.facebook.com/BajaLLC/ In this episode we discuss: - Owning the possibilities - Distilling down your own unique messaging; your value proposition - Identifying your brand; marketing your expertise and strengths - The need to be an asset versus being the oversight of the past - The value and the give and take of relationships - The importance of believing in yourself - Working toward the goal of serving on a Board - Building genuine relationships and connections - The importance of doing things that bring you joy and re-charging your battery

On this episode of the Principled podcast, host Ben DiPietro, Editor of LRN’s ENC Pulse Newsletter, interviews Peter Gleason, the CEO of the National Association of Corporate Directors (NACD). Peter explains how the expectations of a board have expanded over the last 10 years, resulting in the need for a certification from the NACD to prepare new board members for the boardroom. In addition, there is increased pressure on boards from investors and activists to improve board composition and to take a stance on controversial social issues. Peter also explains how Ethics and Compliance professionals can position themselves and prepare for the boardroom.What You’ll Learn on This Episode[0:58] How long has NACD existed and what was his journey to becoming CEO?[2:34] NACD recently released a new program to certify board members. Why is this being done now and what benefits do you expect to see from this?[4:39] What will it take to get the majority of boards to embrace diversity, not just in gender and race, but in age and skill sets? Why has progress been so slow?[7:20] What role are investors and activists having in driving action on board composition and oversight, and how are boards responding?[10:01] There’s been a lot of focus on CEOs and the stances they take on controversial public issues. Do you see this coming for directors, and are they prepared for it?[11:55] Why does Gleason think more boards don’t have directors with ethics and compliance backgrounds? What can ethics and compliance professionals do to make themselves more attractive board candidates?Find this episode of Principled on Apple Podcasts, Google Podcasts, Stitcher, SoundCloud, Podyssey or anywhere you listen to podcasts.

Do you get a second chance to make a first (Board) impression?  No! And that's because there are only 70,000 Board seats in the US. And since only a fraction turn over every year (~8,500 seats annually) if you get the interview, you need to drive it home! What you need is a guide to help you make yourself marketable as a serious Board candidate.  And I've got the perfect guest today to help you: Mike Lorelli. Mike is on 5 Boards today.  He's also Masters Certified by both the National Association of Corporate Directors (NACD) and the American College of Corporate Directors (ACCD). On today's show, Mike talks us through  Understanding your reasons for seeking Board work The right path to muscle-build your Board credentials Crafting your Board Bio  Creating your Board resume  Designing your LinkedIn profile  Crafting your value proposition Developing your elevator speech Going to market Mike's approach covers the critical interview questions and helps you crisply construct your answers, in a way that is natural to you. Click here to listen now! Let's Get Social!  I absolutely love connecting with listeners on social media. I'm most active on LinkedIn. (And yes, I do personally post and respond to my accounts!) This is a great way to hear my latest thinking, get the inside track on new products, and occasionally see a picture of my adorable toddler.  Resources Mentioned in This Episode FasterLandings Episode 24: What Is The Best Way to Land a Board Seat?

What are more boards looking for in CEOs, C-Suite, and Sr. Executives? Find out by listening on-the-go to Episode 152.  Scott and I speak with Peter R. Gleason, President & CEO of the National Association of Corporate Directors (NACD). He is a recognized expert on board leadership and corporate governance issues. He serves as aRead More

Adam Hartung   Adam Hartung: For 8 years, Adam was the No. 1 Leadership columnist for Forbes.com with over 50 million readers. He wrote the quarterly Strategy & Leadership column for CIO Magazine for 7 years, and he has been a contributing editor for the International Journal of Innovation Science since its founding in 2008. His columns boldly predicted the success of industry changers like Netflix, Amazon.com, Apple, Facebook and Tesla.  As well as the too often unexpected negative impact these disruptors had on former leaders like Sears, Tribune, Research in Motion – and many others who were unable (or unwilling) to adapt. Since the emergence of innovation as a critical part of strategy, Adam’s accurate forecasts about market shifting trends and his predictions for industry-leading corporations has made him a frequent press interviewee regarding top tech companies, as well as the automobile, media and retail industry leaders. His insights into business growth and overcoming organizational obstacles have been featured in over 600 journals, including such notables as Inc, Adweek, Fortune, Washington Times – and multiple radio and television interviews. Since 2004, Adam has been CEO and Managing Partner of Spark Partners, a strategy and transformation consultancy. In 2010, Adam became the founding CEO of Soparfilm Energy, a corporation that invested early in fracking for oil and gas production. Additionally, Adam has been Audit Chair for a NASDAQ traded tech company, and on the Board of Directors at several successful privately held companies, including Crosfield Electronics and Benchmark Technologies in the U.K., Biometric Access Corp. and Apex Interactive in the U.S. Adam is a Certified Board Leadership Fellow by the National Association of Corporate Directors (NACD) where he is a regular speaker on risk management, and he is a certified financial expert by the SEC. He regularly provides board advisory services on the role of Directors in strategy and leading during periods of innovation upheaval. Adam was formerly a successful entrepreneur, an executive with PepsiCo and DuPont, and is a Boston Consulting Group alum. Adam received his MBA from the Harvard Business School with Distinction. He now travels globally giving keynotes, leading strategy and innovation management workshops, and coaching executives and boards on how to increase their success. Adam's website Listen to another #12minconvo 

Mark A. Pfister is Chief Executive Officer of Integral Board Group and the Chairman of the Board. He is also the CEO of M. A. Pfister Strategy Group, an executive management firm that serves as a strategic advisory council for executives and boards in the private, public and nonprofit sectors. His success has been repeated across a wide range of business situations and environments. Mr. Pfister prides himself on being a coach and mentor to senior executives and is sought by teammates for this unique skillset.Mr. Pfister is a certified expert project/program manager and frequently consults on global projects in their initiation phases as well as programs that require remedial focus to bring them back on track. He has deep knowledge and experience in entrepreneurship, turnaround management, data analytics and consults companies of all sizes in business strategy, structure, development, operations and raising capital.Mr. Pfister is considered to be the inventor of the ‘Board as a Service’ (BaaS) engagement model, an industry he is credited with inventing, and frequently lectures on this topic. He also conducts speaking engagements, lectures, courses and seminars nationally focused on effective leadership, board strategy, professional project/program management and entrepreneurship.He is a certified Advanced Professional Director through The American College of Corporate Directors (ACCD), an active member of the National Association of Corporate Directors (NACD), a certified Project Management Professional (PMP) through the Project Management Institute (PMI) and holds a Certified Cyber Intelligence Professional (CCIP) Board Certification through the McAfee Institute.Learn More: www.integralbg.comInfluential Influencers with Mike Saundershttp://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Mark A. Pfister is Chief Executive Officer of Integral Board Group and the Chairman of the Board. He is also the CEO of M. A. Pfister Strategy Group, an executive management firm that serves as a strategic advisory council for executives and boards in the private, public and nonprofit sectors. His success has been repeated across a wide range of business situations and environments. Mr. Pfister prides himself on being a coach and mentor to senior executives and is sought by teammates for this unique skillset.Mr. Pfister is a certified expert project/program manager and frequently consults on global projects in their initiation phases as well as programs that require remedial focus to bring them back on track. He has deep knowledge and experience in entrepreneurship, turnaround management, data analytics and consults companies of all sizes in business strategy, structure, development, operations and raising capital.Mr. Pfister is considered to be the inventor of the ‘Board as a Service’ (BaaS) engagement model, an industry he is credited with inventing, and frequently lectures on this topic. He also conducts speaking engagements, lectures, courses and seminars nationally focused on effective leadership, board strategy, professional project/program management and entrepreneurship.He is a certified Advanced Professional Director through The American College of Corporate Directors (ACCD), an active member of the National Association of Corporate Directors (NACD), a certified Project Management Professional (PMP) through the Project Management Institute (PMI) and holds a Certified Cyber Intelligence Professional (CCIP) Board Certification through the McAfee Institute.Learn More: www.integralbg.comInfluential Influencers with Mike Saundershttp://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

In this episode, I visit with Robyn Bew, the Director of Strategic Content Development for the National Association of Corporate Directors (NACD) and Henry Stoever, the Chief Marketing Officer for the NACD. They discuss what is the NACD, who are its members and why directors or those desiring to be directors should join. We review some of the highlights from the 2017 NACD Directors Compensation Reports, the types of trainings offered by the NACD and the NACD’s advocacy for the director profession. You can find out more about the NACD by checking out their website, NACDonline.org. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's time for CEOs, C-Suite Executives, and Boards to Engage in New Ways Be sure to listen to our conversation with Peter R. Gleason, President of the National Association of Corporate Directors (NACD), and a recognized expert on board leadership and corporate governance. With increasing complexity and uncertainty in the business environment, there are a number ofRead More The post What CEOs Need to Know About Emerging Trends in C-Suite – Board Relationships appeared first on Business Advancement.

Louie Strike is President of Louie Strike & Company LLC, a firm providing advisory services to CEOs and Boards of Directors.  A member of the National Association of Corporate Directors (NACD), he has a combined experience as an outside director of over fifty years for nine unrelated firms; and over twenty years of experience as a CEO. He has public and private sector experience and has been involved with the administration of pension and profit sharing plans for over thirty five years. Louie has been interested in green energy and environmental issues for many years and is the author of Electric Cars and Solar Energy which focuses on changes in the automobile industry and how electric vehicles and solar energy can benefit society as a whole.

David Childers' lecture was presented on January 21, 2010. David Childers is a pioneer in the fields of governance, risk, and compliance. He is a member of the Society of Corporate Compliance and Ethics (SCCE), the Ethics & Compliance Officer Association (ECOA), the International Association of Privacy Professionals, where he has been trained and is certified as an Information Privacy Professional (CIPP), and the National Association of Corporate Directors (NACD), where he has completed the Director of Professionalism course and is certified in Director Education. He is a charter member of the Open Compliance and Ethics Group (OCEG), a coalition of the nation's business leaders assembled to develop compliance standards and guidelines. He is a member of the Association for Corporate Growth (ACG) and serves as the Vice Chairman for the Software Association of Oregon (SAO). Mr. Childers is a frequent lecturer on the subject of business ethics and was named one of the “100 Most Influential People in Finance” by Treasury & Risk magazine in 2008.

Directors of public and private companies face the specter of unlimited personal liability. This podcast scopes and calibrates the risk faced by directors, and includes a discussion of when public company directors have paid out of pocked in the past. The podcast also briefly discusses three key strategies for addressing director risk: corporate governance, indemnification, and D&O insurance.To listen to this podcast click here.Podcast Recorded June 2007 for the National Association of Corporate Directors (NACD), Silicon Valley Chapter.

Directors of a company have a duty to their shareholders to be prepared for the day when a potential buyer makes an attractive offer to buy the company. This podcast discusses the dynamics of the sale of a company and directors' duties under the law when selling their company. This podcast also discusses the steps that directors can take before the sale of a company to maximize their personal protections so that directors can focus on maximizing shareholder value.To listen to this podcast click here.Podcast Recorded June 2008 for the National Association of Corporate Directors (NACD), Silicon Valley Chapter.The podcast generally takes between 2 to 7 seconds to load. Thank you for your patience.

Directors of a company--as opposed to the officers of a company--have clearly defined roles and duties. Using the famous "agency problem" as an anchor point of the discussion, this podcast sets forth the three specific fiduciary duties of board members, as well as the seven key areas of board member responsibility.To listen to this podcast click here.Podcast Recorded February 2008 for the National Association of Corporate Directors (NACD), Silicon Valley Chapter.The podcast generally takes between 2 to 7 seconds to load. Thank you for your patience.