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Board members must follow the same cybersecurity standards as employees.
Digital transformations boost efficiency and increase revenue.
Nonprofit service can prepare directors for private company boards.
The better the introduction, the sooner the board member can make meaningful contributions.
Orienting the right people to your board bolsters retention efforts.
Know board resources and ask the right questions.
Optimize the board's time to create shareholder value.
Knowing board strengths and weaknesses adds company value.
Seasoned marketing professionals make the difference in a competitive marketplace.

Medable Inc.

Submitted by bwenger on Mon, 04/18/2022 - 19:52

Medable Inc. is a SaaS platform for patient-centered clinical trials. They connect patients, sites and clinical trial teams.

Catamaran Bio

Submitted by bwenger on Mon, 04/18/2022 - 19:48

Catamaran Bio is a biotechnology company developing off-the-shelf chimeric antigen receptor (CAR)-NK cell therapies designed to treat a broad range of cancers.

ESG for Boards, Private, Closely Held and Family-Owned Businesses — A Lasting Legacy

A special conversation with Professor Robert G. Eccles

Join us for this important ESG discussion with Professor Robert G. Eccles, Visiting Professor of Management Practice, Saïd Business School, Oxford University; Maha Eltobgy, Chief Sustainability Officer and Managing Director, Brightstar Capital; and David Shaw, Publishing Director, Family Business Magazine.

 

Wednesday, March 9, 2022
2 PM ET | 11 AM PT
60 minutes

Click to Replay

A long-term mindset, sense of purpose and the importance of creating and sustaining a legacy are central to how businesses define success. Given this purpose-driven mindset, how can boards of privately held and family-controlled businesses lead the way in adopting and accelerating the evolution of the sustainability and ESG agenda? How does this agenda impact the family legacy?

In this webinar, featuring special guest speaker Professor Robert G. Eccles — who specializes in integrated reporting and is a leading researcher on how companies and investors can create sustainable strategies — we will demystify ESG and provide practical guidance for how businesses can align its purpose and strategy with its environmental, social and governance goals.

Robert G. Eccles

Visiting Professor of Management Practice, Saïd Business School, Oxford University

Robert is the world's foremost expert on integrated reporting and a leader on how companies and investors can create sustainable strategies. He was previously a tenured Professor and Professor of Management Practice at Harvard Business School. He is the Founding Chairman of the Sustainability Accounting Standards Board (SASB) and one of the founders of the International Integrated Reporting Council (IIRC). He has recently joined the board of Mistra Centre for Sustainable Markets (MISUM) in Sweden. Bob is also on the Advisory Board of the JANA Impact Capital Fund. In 2011, Bob was selected as one of the Top 100 Thought Leaders in Trustworthy Business Behavior, for his extensive, positive contribution to building trust in business, and in 2014 and 2015 he was named as one of the 100 Most Influential People in Business Ethics. He is also an Honorary Fellow of the Association of Chartered Certified Accountants (ACCA). Bob is the award-winning author of a dozen books, including seminal works on integrated reporting, sustainability, and the role of business in society. A prolific writer for both academic and practitioner audiences, he has his own column on Forbes.com

Maha Eltobgy

Chief Sustainability Officer and Managing Director, Brightstar Capital Partners

Maha Eltobgy is the Chief Sustainability Officer and Managing Director at Brightstar. She is responsible for designing and implementing the firm’s ESG strategy to support efforts to generate long term value for portfolio companies, investors and stakeholders. Prior to Brightstar, Maha was Head of Investors Industries and a Member of the Executive Committee at the World Economic Forum. She spearheaded the Forum’s stakeholder capitalism and ESG activities and led a global team responsible for overseeing the Forum’s community of asset owners and fund managers. Previously, she worked for nearly two decades in senior leadership roles in strategy, first as a consultant with the Monitor Group and subsequently as a member of in-house strategy teams with Pearson PLC and Louis Vuitton North America. Maha also has experience working in government, having served as Vice President of Marketing and Strategy for the New York State Department of Economic Development. Maha holds an MBA from INSEAD and an MA in International Relations, Economics and Middle East Studies from Johns Hopkins University.

David Shaw

Publishing Director, Family Business Magazine

David Shaw is the publishing director of Directors & Boards and its sister publication, Family Business. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites.

Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multi-generational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.

Benefits

  • No cost to attend.
  • Opportunity for questions and feedback.
  • All participants receive a copy of the webinar materials after the event.
  • All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
  • Unbiased third-party family business education.
  • 60 minutes -- maximum value for time.

Sponsor

Brightstar Capital Partners

New Challenges For Boards in the New Year

Please join Robert Dilenschneider, Founder of The Dilenschneider Group, Chris Policinski, Lead Director of Xcel Energy and Hormel Foods, Jeff Erdmann, III, Managing Director for Wealth Management, The Erdmann Group, and David Shaw, Publishing Director at Directors & Boards, for a discussion on the major issues that will affect board agendas in 2022.

Thursday, February 24
2 PM ET | 11 AM PT
60 minute

Click to Replay

Corporate directors faced a myriad of challenges in 2021 including supply chain disruptions, increased cyber risk, and the workforce mass exodus, to name a few. While these issues may carry over into board agendas in 2022, what new challenges will directors face in the coming year? We’ll look at some of the most urgent issues with a panel of top business leaders and thinkers.

This webinar will address:

  • The politics of 2022 and beyond
  • The future of the economy
  • Social trends and upheavals
  • Strategies for managing crises before they become crises

 

Chris Policinski

Former CEO/President of Land O’Lakes and current lead director of Xcel Energy and Hormel Foods

Christopher Policinski is the former president and chief executive officer of Land O'Lakes, Inc. He previously held senior leadership positions at The Pillsbury Company in Minneapolis, Minnesota. He currently serves as the lead director of the board of Xcel Energy and Hormel Foods. Mr. Policinski earned a bachelor's degree in finance from the University of Notre Dame and a Master of Business Administration degree from New York University.

Jeff Erdmann III

Managing Director – Wealth Management, The Erdmann Group and on the Advisory Council for the Fairfield County Community Foundation

Jeff Erdmann is the founder and leader of the Erdmann Group, a distinguished wealth management team in the United States. Jeff began his Merrill career in 1984 and has garnered national recognition as a leading Financial Advisor. He was named #1 on Forbes’ “America's Top Wealth Advisors” list in 2016, 2017, 2018, and 2019. Barron’s has recognized Jeff as one of "America's Top 100 Financial Advisors" from 2004 – 2020 and the top advisor at Merrill from 2009 – 2020. In addition, Merrill honored Jeff with the esteemed David Brady Award in 2017 recognized for his client focus, philanthropy and overall commitment to his company and community. Jeff was also inducted into Research Magazine’s Advisor Hall of Fame in 2010.

The Erdmann Group serves a select group of highly successful clients, designing tailored strategies that reflect their unique circumstances. Over three decades, Jeff has built a team that emphasizes intellectual rigor, in-depth customization, and committed service. He and his team work closely with ultra-affluent individuals and families, helping them streamline the complexities and capitalize on the opportunities of substantial wealth.

Jeff earned his Economics and Business degree from Ohio Wesleyan University. He is the Chairman of the Board of Trustees at the Open Doors in Norwalk where he has dedicated the past 7 years helping transform and build the shelter into a community support organization that provides shelter, food, medical services, job training, counseling and childcare. Jeff is on the Advisory Council for the Fairfield County Community Foundation and is a past Trustee of the New Canaan Country School, the Maritime Aquarium in Norwalk, NFTE & The Philadelphia Relief Foundation.

Robert Dilenschneider

Founder and Principal of The Dilenschneider Group

Robert L. Dilenschneider formed The Dilenschneider Group in October, 1991. Headquartered in New York and Chicago, the Firm provides strategic advice and counsel to Fortune 500 companies and leading families and individuals around the world, with experience in fields ranging from mergers and acquisitions and crisis communications to marketing, government affairs and international media.

Prior to forming his own firm, Mr. Dilenschneider served as president and chief executive officer of Hill and Knowlton, Inc. from 1986 to 1991, tripling that Firm's revenues to nearly $200 million and delivering more than $30 million in profit. Mr. Dilenschneider was with that organization for nearly 25 years.

Mr. Dilenschneider started in public relations in 1967 in New York, shortly after receiving an M.A. in journalism from Ohio State University, and a B.A. from the University of Notre Dame.

Experienced in a number of communications disciplines, Mr. Dilenschneider is frequently called upon by the media to provide commentary and strategic public relations insights on major news stories. He has counseled major corporations, professional groups, trade associations and educational institutions, and has assisted clients in dealings with regulatory agencies, labor unions, and consumer groups, among others.

David Shaw

Publishing Director, Directors & Boards

David Shaw is the publishing director of Directors & Boards and its sister publication, Family Business. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites.

Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multi-generational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.

Benefits

  • No cost to attend.
  • All participants receive a copy of the webinar materials after the event.
  • All particpants will receive the Directors & Boards newsletter featuring real-time news, analysis and thought leadership on corporate governance -- all delivered right to your inbox every Monday morning. You may, of course, opt out at any time.
  • Opportunity for questions and feedback.
  • Unbiased third-party director education.
  • 60 minutes -- maximum value for time.

Sponsor

The Dilenschneider Group

Family Business Perspective: Thinking About Capital Partners and Types of Capital to Solve Your Business Needs

Please join Brian Block, Partner at Freedom 3 Capital, and family business owners Matt Michealis, third generation CEO, Emprise Bank, and Tom Wilky, CEO and Owner, Highway 89, along with David Shaw, Publishing Director, Family Business Magazine for a discussion about choosing and leveraging capital for your family business.

Click to Replay

How do family business leaders think about accessing capital? This webinar will feature two family business leaders discussing their path to accessing capital and how they think about leveraging different types of capital to solve the go-forward objectives of their businesses. Learn about the drivers of decisions — Speed, Price, Certainty and Flexibility — and how these drivers can influence your decision.

Brian Block

Partner Freedom 3 Capital

Brian Block is a Partner at Freedom 3 Capital and has more than 20 years of experience as a principal investor and senior executive of portfolio operating companies. Mr. Block has deployed ~$1 billion of capital and completed ~$5 billion in successful capital markets transactions for the companies. Mr. Block has worked in a range of industries including industrials, healthcare, telecom and retail. He was a member of numerous boards (including chairing a number of committees) working in-depth with management on executing the strategic plans. Previously, Mr. Block was President and Chief Operating Officer at WireCo WorldGroup Inc., (“WireCo”). Mr. Block began his tenure as the VP of Strategic Analysis for Operations and over a decade working at the Company, held numerous operating roles. Mr. Block led the Company’s worldwide plants in 26 different countries, sales organization in over 119 different countries and had responsibility for financial reporting and analysis, financing and mergers and acquisitions, standard cost management, treasury, domestic and foreign accounting, and all of the statutory reporting requirements. He served as the Chief Financial Officer and prior to his final position as President and Chief Operating Officer. Mr. Block successfully executed the sale of the business to a new private equity firm in 2016 and remained with the business supporting transition to a new management team. Prior to that, Mr. Block was an investor at Fox Paine & Co. Prior to Fox Paine & Co. he was at CIBC World Markets where he focused on leveraged finance capital markets, mergers & acquisitions, recapitalizations, and private capital placements. Mr. Block received his B.A. in finance from the AB Freeman School of Business at Tulane University.

Matt Michealis

Chairman & CEO, Emprise Bank

Matt Michaelis is Chairman & CEO of Emprise Bank, a $2 billion bank headquartered in Wichita, KS. Prior to his current role, Matt founded an investment firm focused on wireless infrastructure, and enjoyed a 15-year career in merger and acquisition advisory with firms including Salomon Brothers and Greenhill & Co. Matt holds a B.S. in Business Administration with Highest Distinction from the University of Kansas.

 

Matt is actively engaged in the community serving in roles including as a member of the Executive Committee of the Greater Wichita Partnership and as Chairman of the Investment Committee for the Kansas Health Foundation. He has three children and currently resides in Wichita, KS.

 

Thomas Wilky

CEO and Owner, Highway 89

Thomas Wilky created Highway 89 as a platform company to integrate all technology services targeted to high density residential developments as the “Single Source Solution and Trusted Advisor” that focuses on high-quality and dependable network services and a dedicated customer service commitment to developers, property management, and property residents. He recently secured funding for the acquisition of four operating companies providing services to more than 400 properties and 40,000 subscribers across the platform in 18 states.

He has successfully developed integrated communication/data service solutions to real estate developers in the multi-family and student housing market segments as well as to large master planned communities in the deployment of fiber-based broadband services.

He has a broad range of marketing, operations, and leadership experience through several corporate career engagements and over 25 years of consulting services to a broad client base. He received his Bachelor of Science from the University of Arizona and resides in Phoenix with his wife of over 30 years.

David Shaw

Publishing Director, Family Business Magazine

David Shaw is the publishing director of Directors & Boards and its sister publication, Family Business. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites.

Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multi-generational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.

Benefits

  • No cost to attend.
  • Opportunity for questions and feedback.
  • All participants receive a copy of the webinar materials after the event.
  • All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
  • Unbiased third-party family business education.
  • 60 minutes -- maximum value for time.

 

Sponsor

Freedom 3 Capital

2022 Insights for Family Businesses: Optimism in the Face of Uncertainty

Please join David Libertson, 2nd generation Owner & President, Ronin Gallery, Adam Zurawski, Solution Consultant, Oracle NetSuite, and David Shaw, Publishing Director at Family Business Magazine, for a discussion on the economic outlook affecting family businesses.

Click to Replay

Many of the themes that dominated news headlines in 2021 have bled into the new year. A robust economic recovery has been paired with historic levels of inflation, global supply chains remain hampered by sluggish ports, and new COVID variants persist. Despite all of these factors, over 500 US-based executives expressed reasons for optimism in the face of uncertainty in a recent survey conducted by Brainyard.

Learn how both finance and non-finance executives perceive the first half of 2022 playing out and what nuances might await family-owned businesses, including:

  • Economic outlook for the first half of 2022 and how it may look through a family-owned lens
  • Revenue and profit expectations for the first half of 2022
  • Priorities in terms of spending and areas for finance team improvements
  • Strategies to drive growth and increase revenue
David Taro Libertson

2nd generation Owner & President, Ronin Gallery

David Taro Libertson is the president and second-generation owner of Ronin Gallery. Since assuming responsibility for the gallery in 2012, he has stressed three priorities: curatorial excellence, accessibility and education. By combining traditional gallery charm with innovative digital marketing, he aims to create a personal art experience for each and every collector, whether online or in the gallery.

David received his MBA from Boston University, where he graduated with high honors. A graduate of The College of William and Mary, he remains an active alumnus and served two terms on the Board of Directors of the Muscarelle Museum of Art. He has hosted seminars on Japanese art for numerous universities and institutions, including both NYU and Columbia University. He is a member of the Japanese Art Society of America and Ukiyo-e Dealers Association of Japan.

Adam Zurawski, CPA

Solution Consultant, Oracle NetSuite

Adam is a Senior Solution Consultant at Oracle NetSuite, where he works with companies to understand areas they want to become more efficient in and then helps deliver presentations to show how the NetSuite software can make their operations more efficient and provide savings.  Being on the emerging team, he primarily focuses on small fast-growing companies along with family-owned businesses.  Adam’s interest in helping family owned business was piqued at a very young age due to both of his parents being small business owners.  Prior to working at NetSuite, he was in public accounting and is a licensed CPA.

David Shaw

Publishing Director, Family Business Magazine

David Shaw is the publishing director of Directors & Boards and its sister publication, Family Business. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites.

Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multi-generational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.

Benefits

  • No cost to attend.
  • Opportunity for questions and feedback.
  • All participants receive a copy of the webinar materials after the event.
  • All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
  • Unbiased third-party family business education.
  • 60 minutes -- maximum value for time.

Sponsor

Oracle NetSuite

The Expanding Board Mandate for Human Capital Management Issues

The Character of the Corporation Year-End Briefing
Wednesday, December 8 at 2 PM ET

Join Semler Brossy's Managing Director, Blair Jones, Vanguard's former Chairman and CEO F. William McNabb III, and Directors & Boards Publishing Director, David Shaw as they focus in on best practices for human capital management.

Click to Replay

The pandemic has expanded the board’s focus on human capital management (HCM). The “great resignation” has only intensified this trend. Beyond executive succession and compensation, boards are sharpening their focus on talent strategy; diversity, equity, and inclusion; culture; employee wellbeing; and more. How are HCM issues being built into board and committee charters? Which topics are covered? What are best practices for how boards and compensation committees are engaging on HCM? How are boards allocating responsibilities and decision rights across committees, the board, and management? When is it right to include HCM metrics in incentives?

Blair Jones

Managing Director, Semler Brossy

Blair has 30 years of experience in executive compensation consulting, primarily advising public company boards but also private and pre-IPO companies. Blair has extensive experience across healthcare, retail, consumer products, automotive, and aerospace industries. She has expertise in advising boards on company transitions, significant investor concerns, and an expanding human capital management mandate.

Blair regularly speaks at leading board of directors and executive forums and is a prominent author in the executive compensation space. Her articles have been featured in many publications including NACD DirectorshipDirectors & BoardsHarvard Business ReviewWorkspanCorporate Board Member, and Bloomberg. Blair was a many-year member of the Executive Rewards Advisory Council for WorldatWork and co-founded WorldatWork’s Women in Executive Compensation and Regional Executive Compensation Roundtables. Blair participates in broader governance dialogue at the steering committee of the U.S. 30% Club and Harvard Law School Corporate Governance Roundtables.

Blair began her career at Bain & Company. Prior to joining Semler Brossy, Blair was Practice Leader in Leadership Performance and Rewards at Sibson Consulting. Blair holds a B.A. from Williams College in chemistry, with highest honors

F. William McNabb III

Former Chairman & CEO, Vanguard

F. William McNabb III is the former chairman and chief executive officer of Vanguard. He joined Vanguard in 1986. In 2008, he became chief executive officer; in 2010, he became chairman of the board of directors and the board of trustees. He stepped down as chief executive officer at the end of 2017 and as chairman at the end of 2018. Earlier in his career, he led each of Vanguard’s client-facing business divisions.

Mr. McNabb is active in the investment management industry and served as the chairman of the Investment Company Institute’s board of governors from 2013 to 2016. A board member of UnitedHealth Group, IBM, Axiom, Tilney Smith & Williamson, and Altruist, he is also chairperson of Ernst & Young’s Independent Audit Committee and vice chair of the board of Nexii.

He is a board member and vice chair of CECP: The CEO Force for Good and co-chair of its Strategic Investor Initiative, a board member of the Philadelphia School Partnership, and the chairman of the board of the Zoological Society of Philadelphia.

In addition, Mr. McNabb is the executive in residence at the Raj & Kamla Gupta Governance Institute at the LeBow College of Business and a member of the Advisory Board of the Ira M. Millstein Center for Global Markets and Corporate Ownership at Columbia Law School. He is a senior fellow of the Wharton Center for Leadership and Change Management. He also serves on the Dartmouth Athletic Advisory Board.

Mr. McNabb earned an A.B. at Dartmouth College and an M.B.A. from The Wharton School of the University of Pennsylvania.

David Shaw

Publishing Director, Directors & Boards

David Shaw is the publishing director of Directors & Boards and its sister publication, Family Business. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites.

Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multi-generational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.

Benefits

  • No cost to attend.
  • All participants receive a copy of the webinar materials after the event.
  • All particpants will receive the Directors & Boards newsletter featuring real-time news, analysis and thought leadership on corporate governance -- all delivered right to your inbox every Monday morning. You may, of course, opt out at any time.
  • Opportunity for questions and feedback.
  • Unbiased third-party director education.
  • 60 minutes -- maximum value for time.

Sponsor

Semler Brossy

How Family Business Leaders Can Help Drive Change

Whether you’re considering your career beyond the family business or adding philanthropy into the current mix, join us for a compelling discussion with Court and Robin Lorenzini, co-founders of The Lorenzini Family Foundation, along with Foundation Source’s National Director of Philanthropic Advisory Services, Elizabeth Wong and Family Business Magazine’s Publishing Director, David Shaw, for insights on what happens when you successfully transition beyond the business and channel that business energy to positively impact the community and your children.

Tuesday, November 30, 2021
2 PM ET | 11 AM PT
60 minutes

Click to Replay

As a business owner, you impact your employees, organization, and industry every day. But what if there was a way to extend that impact and drive change in your community and beyond?

With a private foundation, no matter the size, you can start making a difference today while building your personal legacy and creating a way to engage your family for generations to come.

In this webinar, you will learn:

• The advantages of formalized giving through a private foundation vs. individual charitable giving
• Opportunities of transitioning from leading a business to a foundation
• The benefits of incorporating family members and spouses into your philanthropic mission
• Insights on navigating the shift from corporate leader to philanthropist
• The integration of philanthropy in day-to-day work
• Lessons learned on the journey from the corporate world to the philanthropic world

Court Lorenzini

Co-founder of The Lorenzini Family Foundation and Founding CEO of DocuSign

Mr. Lorenzini is the founder and CEO of multiple successful technology startups including DocuSign, Point.com, Primus BioVision and MetaBrite Inc. His latest venture, Founder Nexus, aims to radically increase the success rate of early stage startups, and his work with the Lorenzini Family Foundation is aggressively investing in building a stronger and more equitable society. Additionally, Mr. Lorenzini serves on the Boards of many early-stage companies across the US and UK as well as the United States Olympic and Paralympic Foundation, and is an active investor and advisor. Over his career, Mr. Lorenzini has raised over $300M in venture and strategic funding from leading corporations and venture capital funds. Prior to his entrepreneurial ventures, Mr. Lorenzini held senior management positions with Cisco Systems and KLA-Tencor, and spent three years running a technology business in Neuchatel, Switzerland. He holds a Bachelor of Science in Mechanical Engineering from Duke University and post graduate credentials from Stanford University, UC Berkeley and University of Wisconsin at Madison.

Robin Lorenzini

Co-founder of The Lorenzini Family Foundation

Robin Neff Lorenzini is the President of the Lorenzini Family Foundation. She completed graduate work in Organizational Behavior and worked at IMD in Lausanne, Switzerland. Her first entrance into philanthropic work was as a member of the original cohort in Social Venture Partners.

 

Following in that passion, Robin became an experienced philanthropist and investor specializing in making connections that build community and improve female and non-binary run businesses. Additionally, she’s helped to create an internship program with Female Founders Alliance which paired college women who lost their internships with FFA companies.

 

Robin and her husband Court co-founded Duke Technology Scholars Seattle and leads their Alumnae Network. They sit on the Board of the United States Olympic and Paralympic Foundation, and she’s also on the Board of the Anne Welsh McNulty Institute for Women's Leadership at Villanova University, the Board of The Duke Women's Impact Network and the Board of the Center for Voter Information.

Robin has three amazing daughters and is married to Court Lorenzini ME '87.

 

Elizabeth Wong

National Director of Philanthropic Advisory Services at Foundation Source

Elizabeth Wong is the National Director of Philanthropic Advisory Services at Foundation Source, the nation’s largest provider of comprehensive support services for private foundations. In this role she manages an experienced team of philanthropic directors and is a member of the company’s management team.

 

With more than 25 years of experience in the philanthropic sector, Elizabeth is responsible for setting strategy for the company’s philanthropic advisory services and leads custom pricing and revenue generation opportunities for the team. While overseeing the delivery of advisory services across the company’s national client base, she also directly supports clients in the Western region of the country by helping them accomplish their philanthropic goals through a variety of methods. These include research, strategic planning, grantmaking and evaluations, governance, and family engagement. Before joining Foundation Source, Elizabeth established and ran an independent philanthropic consulting firm. Prior to that, she was a senior program officer at the Gates Foundation, managing a $90 million portfolio of Special Initiative and Family Interest grants. This included leading the foundation’s global education partnership with the William and Flora Hewlett Foundation QEDC Initiative.

 

Earlier in her career, Elizabeth was vice president at JP Morgan Private Bank Global Foundations Group, where she provided tailored grantmaking services to client foundations with assets of $25 million or more. She served as a program manager at the Aspen Institute Business and Society Program, and as a program officer at the New York-based United States-Japan Foundation. She began her career as a program coordinator with the Council on Foundations in Washington, D.C., one of the preeminent membership and service organizations serving U.S. private foundations.

She has an undergraduate degree from Columbia College and a master’s degree from the Harvard Graduate School of Education.

 

Elizabeth is passionate about philanthropy and the power of the social sector. She grew up in San Francisco, CA. She and her family live in Seattle, WA.

David Shaw

Publishing Director, Family Business Magazine

David Shaw is the publishing director of Directors & Boards and its sister publication, Family Business. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites.

Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multi-generational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.

Benefits

  • No cost to attend.
  • Opportunity for questions and feedback.
  • All participants receive a copy of the webinar materials after the event.
  • All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
  • Unbiased third-party family business education.
  • 60 minutes -- maximum value for time.

Sponsor

Foundation Source

What Does it Take to Be a Successful Family Business CEO?

In our November/December 2021 edition, Family Business Magazine recognizes a diverse group of family business CEOs for their exceptional leadership. To complement this special feature, we asked three of the CEOs to join us for a webinar discussion on the unique challenges and opportunities of leading a family-owned business.

Wednesday, November 17, 2021
2 PM ET | 11 AM PT
60 minutes

Click to Replay

BDO’s Brooke Anderson and Jeffrey Kane will moderate the session with Jason Andringa, President & CEO of Vermeer Corporation, Donna Peterson, CEO of World Innovators, Inc., and Paul Bartelt, CEO of The Vollrath Company, along with David Shaw, Publishing Director of Family Business Magazine. The interactive webinar will address these topics:

  • What you wish you had known before you became CEO of a family business
  • What impact ESG (environmental, social, governance) initiatives are having on your business and how you’re addressing them
  • How are you and the family business addressing other issues, such as COVID protocols, back to work and diversity initiatives
  • Advice you have for other family business CEOS or those preparing for those roles

If you are the CEO of a family-owned business or aspire to lead your family company, this webinar will offer insights into what it takes to achieve true leadership success.

 

Family Business Magazine’s “Family Business CEOs to Watch” section is made possible through the sponsorship of BDO.

Jason Andringa

President & CEO, Vermeer Corporation

Before becoming president and CEO in November 2015, Jason Andringa served as president and chief operating officer at Vermeer, a global industrial and agricultural equipment manufacturing company. His previous roles at the company were president, forage and environmental solutions; vice president, dealer distribution and global accounts; managing director for Europe, Middle East and Africa (based in the Netherlands); and segment manager, new products and markets in the environmental business segment.

Andringa serves on the Vermeer board of directors and on the board of directors of Raven Industries and the board of advisers for Camcraft Inc. He is a member of the board of directors of the National Association of Manufacturers and the Association of Equipment Manufacturers. He also sits on the board of trustees of the U.S.-Brazil CEO Forum.

Before joining Vermeer in 2005, Andringa was an engineer at NASA’s Jet Propulsion Laboratory. He graduated with a bachelor of science degree in mechanical engineering from Calvin College and later completed advanced degrees including a master of science in aeronautics and astronautics from the Massachusetts Institute of Technology (MIT) and an MBA from the University of Southern California Marshall School of Business.

Donna Peterson

CEO, World Innovators

Donna Peterson is leading World Innovators into a rapid growth phase and ensuring the company evolves as fast as the marketing industry. The company, which recently celebrated its 41st anniversary, was a list management and brokerage firm at its inception. Today it is a strategic marketing company that assists clients in reaching specific niche areas worldwide. Peterson has been with the company for 33 years.

Peterson was instrumental in producing online business-to-business direct marketing courses, which teach people how to advertise effectively in the B2B space. She’s planning a book and a conference centered on teaching business-to-business direct marketing worldwide.

Paul Bartelt

President & CEO, The Vollrath Company

Paul Bartelt became president and CEO of Vollrath in 2009 after joining the organization as chief operating officer in 2008. Before joining Vollrath, he worked at Kohler Company for nine years, first directing cast iron and stainless steel operations and then as president of the engine division.

Vollrath’s business divisions encompass commercial food service, frozen treat equipment, manufacturing services and cleaning equipment, and consumer cookware and bakeware.

Bartelt has grown Vollrath significantly, both organically and through acquisitions. The company has more than doubled in size, stretching across the United States as well as into Europe and Asia, during his tenure. The growth is a result of expanding not only geographically but also in product and service categories, particularly induction equipment, countertop equipment, serving systems and fabricator components, aluminum cookware and frozen dessert equipment.

Bartelt received his MBA from the University of Iowa and a master of science degree in metallurgical engineering from the University of Wisconsin-Madison.

Brooke Anderson

Private Client Services National Leader, BDO

Brooke has more than 15 years of experience serving high net worth individuals, their families, family offices, C-suite executives and others with complex tax and financial structures. Her expertise centers on trust administration, fiduciary responsibility, gift taxation, generation skipping transfer taxation and estate taxation and planning. Brooke is skilled in working alongside the clients' trusted advisors and focusing on assessing current situations, identifying risks and proposing solutions to achieve the most optimal results.

Currently, Brooke leads the firm's Private Client Services national practice where she is responsible for the strategic growth and operations of the practice. During her career at BDO, she also led the Pittsburgh market as Office Managing Principal of the Tax Practice for several years. Concurrently, she served as the Central Region Private Client Service Leader where she assisted the national leadership team over the last five years in the development of the practice. 

Brooke is a current member and Pittsburgh Board Member of YPO (Young Presidents’ Organization) which is a global leadership community of chief executives.

Jeffrey Kane

Chair Global Private Client Services Centre of Excellence, BDO

Jeff has over 40 years of experience providing financial and tax advice to high net worth individuals and their families as well as executives of public companies. For over 15 years, he was also the outside CFO to a Forbes 200 family as well as advising them on their income and estate tax matters.

During his career, Jeff has also been the tax advisor to businesses from start-ups and PE owned enterprises, to multi-national, multi-billion dollar companies in manufacturing, retail, real estate, and other industries.

Prior to joining BDO, Jeff led tax practices and offices in the Mid-West for Arthur Andersen and Grant Thornton, as well as being a partner in the Private Client Service group of RubinBrown in St. Louis. He is a member of the Business School Dean’s Advisory Board of the University of Detroit-Mercy and has served on many civic boards in the cities in which he has lived.

David Shaw

Publishing Director, Family Business Magazine

David Shaw is the publishing director of Directors & Boards and its sister publication, Family Business. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites.

Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multi-generational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.

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