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Filtering the Noise: How Directors Can Manage ESG Expectations

Join Morrow Sodali’s Greg Reppucci, Director of Sustainability, and Bill Ultan, Managing Director, along with David Shaw, Publishing Director, Directors & Boards as they discuss best approaches for directors to manage ESG expectations.

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

Click to Replay

Events of the past few years have caused remarkable acceleration focused on environmental, social, and governance (“ESG”) issues, leading many investors to scrutinize issuer ESG practices and disclosures more deeply.  Companies of all industries and sizes are feeling this pressure, and the boardroom is the focal point of this scrutiny.  This discussion will explore:

  • Events that led to this rapid transition in investor views,
  • Explore the notable trends and developments of the past proxy season and engagement cycle, and
  • Offer strategies directors can employ to better prepare their companies, and themselves, to minimize ESG-related shareholder activism risk.

We also will address common ESG-focused areas, how issuers can be prepared to address these topics, and expectations for the 2022 proxy season.

 

Greg Reppucci

Director of Sustainability, Morrow Sodali

Greg Reppucci is a Director of Sustainability and a member of Morrow Sodali’s Corporate Governance Consulting Group. He analyzes companies’ environmental and social issues through a governance lens, helping ensure a holistic approach to environmental, social, and governance (“ESG”) topics.

Greg provides guidance on best approaches to ESG issues by identifying relevant topic areas for disclosure and advising on different reporting frameworks and standards, responses to stockholder proposals, and preparations for stakeholder engagements. He is a SASB Fundamentals of Sustainability Accounting (FSA) credential holder, is versed in relevant reporting standards and frameworks, and helps structure disclosures to address shareholder and key stakeholder concerns.

Previously, Greg was a member of the Sustainability Office at PepsiCo and focused on the annual development of their sustainability reporting suite.  Earlier in his career, Greg was involved in climate and agriculture-related research at Columbia University’s Center for Climate Systems Research and the NASA Goddard Institute for Space Studies.

Bill Ultan

Managing Director, Morrow Sodali

Bill Ultan is a Managing Director at Morrow Sodali and a member of the firm’s Senior Leadership Team. As manager of the firm’s Corporate Governance Consulting Group with over 30 years of experience in the field, Bill has guided companies through a wide range of governance and takeover challenges, including contentious shareholder proposals and compensation-based initiatives, proxy contests, tender offers, and other corporate control matters. He previously was a senior member of the firm’s Stock Surveillance and Proxy Solicitation departments. Bill’s vast experience has been gained through years of observing shareholders and proxy advisory firms, assessing compensation practices and governance policies, and analyzing voting results and solicitation strategies. He prepares many strategic assessments and counsels officers and directors of public companies across a diverse range of industries and market capitalizations.

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

Morrow Sodali

Go or Grow?

Please join us for an informative discussion on navigating the decision facing many business owners today – is it time to sell your business, or should you continue to invest in growing shareholder value? Transitioning out of a business is probably the most important financial decision that a business owner will make during his or her lifetime. Statistics continue to show that while succession planning is considered to be a high priority for business owners, many have not planned appropriately. 

Tuesday, October 5, 2021
2 PM ET | 11 AM PT
60 minutes

 

Click to Replay

This webinar will provide valuable insights that will help you make the decisions that are best for you, your family and the business, regardless of what stage you are at in the lifecycle of your business or what your current strategic priorities might be.

Topics that will be addressed include:

  • Current M&A environment
  • Current lending environment
  • Update on recent tax proposals – both income and estate
  • How to leverage excess cash to drive shareholder value
  • Tips on how to prepare for a transaction

Speakers include Melissa McCarthy, Managing Director and Head of the Corporate Advisory Center, PNC; Jonathan Lander, Senior Vice President and Senior Wealth Strategist, PNC Private Bank HawthornSM; and Bill Watkins, Managing Director, Harris Williams. Moderators include Mark Buxton, Senior Vice President and Wealth Strategist Regional Manager, PNC Private BankSM; and David Shaw, Publishing Director, Family Business Magazine.

Melissa McCarthy

Managing Director and Head of the Corporate Advisory Center, PNC

As the leader of the Corporate Advisory Center, Melissa drives the continued development and coordinated delivery of PNC’s numerous advisory capabilities. In this role she supports PNC’s Corporate Banking and Private Bank teams across the country in delivering insights, analysis and tailored advice to our privately held businesses and their owners. These capabilities and insights are structured to support our customers in aligning their corporate, personal and family goals. The PNC team is focused on helping our customers drive shareholder value, as well as prepare for various exit and liquidity events.

A native to the Columbus market, Melissa has spent the last 18 years in various Corporate Banking relationship management and leadership roles, focused on supporting clients across the Midwest. Throughout her career, Melissa has worked with businesses from $20 million in revenue to $150+ billion, giving her vast knowledge across both privately held and publicly traded corporations. With her strong corporate finance and capital markets background, Melissa is able to incorporate analytical insights into the conversation as her clients consider various strategic priorities.

Born and raised in Columbus, Ohio, Melissa went on to earn her Bachelor of Business Administration with a double major in Finance and Marketing from Ohio University in June 2003. She holds her series 79 and 63 Licenses.  She is actively engaged in the local community through volunteer and board engagement.

Jonathan Lander

Senior Vice President and Senior Wealth Strategist, PNC Private Bank Hawthorn

As senior vice president and senior wealth strategist, Jonathan leads the deep and dynamic discovery process to achieve a mutual understanding of your family, business (if applicable) and financial goals to determine what is truly important to you in achieving peace of mind. He works with you and your advisors to help develop a strategic financial plan which integrates your financial, estate, tax and philanthropic considerations and preferences. Jonathan identifies and prioritizes your objectives and together with your team develops tailored solutions to help achieve them. He has a high level of technical experience in complex estate, tax and wealth planning issues to help bring about successful outcomes as your trusted advisor.

 

Jonathan is a member of the PNC Private Bank HawthornSM Chief Operating Officer's team. He serves as chair of the Wealth Strategy Editorial National Practice Group.  Jonathan also consults with PNC's officers and clients on large or complicated wealth strategy and business succession planning matters. He first joined PNC in June 2004.  After returning to the practice of law in 2013, Jonathan returned to PNC in November 2018. 

 

Jonathan has practiced law in large law firms in both New York and Philadelphia. Most recently, prior to rejoining PNC, Jonathan was a partner in the law firm of Blank Rome, LLP, working in the firm’s Philadelphia and New York offices.

 

Jonathan graduated magna cum laude with a Bachelor of Arts in history and political science from Drew University, cum laude with a Juris Doctor from Albany Law School of Union University, and with a Master of Laws in taxation from New York University School of Law.  

 

Although no longer engaged in the active practice of law, Jonathan is a member of the Bars of the States of Pennsylvania, New Jersey, New York and Connecticut and the Bar of the United States Tax Court. 

 

Jonathan is a member of the American Bar Association. He served as Chair of the Real Property, Probate and Trust Law (now known as the Real Property, Trust and Estate Law) Section's Fiduciary Income Tax Committee from mid-2003 to mid-2006. Jonathan is also a member of the Philadelphia, Bucks County, and New York State Bar Associations.

 

Jonathan is a member of Phi Beta Kappa.

Bill Watkins

Managing Director, Harris Williams

Bill has more than 30 years of investment banking and corporate finance experience. He has completed a range of financial advisory assignments including mergers and acquisitions, leveraged buyouts, and capital raises on behalf of private equity firms and public and private companies in several industries. 

Prior to joining the firm, Bill was a managing director with National City Capital Markets Investment Banking Group, where he provided investment banking services within the Industrial Group. His previous experience also includes mergers and acquisitions advisory with Piper Jaffray, as well as leveraged finance and general capital raising with Heller Financial’s Corporate Finance Group and Bank of America via its acquisition of Continental Bank.

Bill earned an M.B.A. with concentrations in Finance and Operations Management from the University of Chicago Booth School of Business and a B.S. in Business from Indiana University, Bloomington.

He is a board member of Achievement Centers for Children and Lake Erie Nature & Science Center.

Bill lives in the western suburbs of Cleveland with his wife and two children.

Mark Buxton

Senior Vice President and Wealth Strategist Regional Manager, PNC Private Bank

As a senior vice president and wealth strategist regional manager of the PNC Private BankSM, Mark oversees the wealth strategy client experience, process and business development activities within the region. He focuses on his team's relationships with clients and business partners and manages the execution of group project activities of the Wealth Strategy group.

 

Mark has more than 30 years of wealth management industry experience, having begun his career as a fiduciary advisor. He has held a variety of senior market leadership roles through the years.

 

Mark graduated with a Bachelor of Arts from Bethany College, a Master of Business Administration from Kent State University, and a Juris Doctor from Cleveland-Marshall College of Law.

 

Mark also holds the Juris Doctor, Certified Exit Planning Advisor, Certified Financial PlannerTM, and Chartered Life Underwriter designations. He is a member of the Cleveland and Cuyahoga County bar associations.

David Shaw

Publishing Director, Family Business Magazine

David Shaw is the publishing director of Family Business Magazine and its sister publication, Directors & Boards. 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

 

• Unbiased third-party family business education 

• All participants can receive a copy of the webinar materials after the event, upon request

• 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.

• 60 minutes -- maximum value for time

Sponsor

The PNC Financial Services Group, Inc. ("PNC") family of companies is committed to treating and using personal information about you responsibly. By registering for this webinar, you authorize PNC to use your information to communicate with you regarding this event (with the distribution of presentation materials), and other products and services. Your information will be governed by PNC’s Privacy Policy.

 

PNC General Disclosure

 

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing names PNC Private BankSM and PNC Private Bank HawthornSM to provide investment consulting and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds to individual clients through PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through PNC Delaware Trust Company or PNC Ohio Trust Company. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act.

 

“PNC Private Bank,” and “PNC Private Bank Hawthorn” are service marks of The PNC Financial Services Group, Inc.

 

Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.

 

©2021 The PNC Financial Services Group, Inc. All rights reserved.

 

Recruiting Non-Family Executives

Please join Bridget Dueweke, Senior Vice President of Sales for Wolverine Solutions Group (a third-generation family business); Todd Hohauser, CEO at Harvey Hohauser & Associates; and David Shaw, Publishing Director, Family Business Magazine, for a 60-minute discussion on best practices for recruiting non-family executives.

Thursday, March 17, 2022
2 PM ET | 11 AM PT

Click to Replay

Hiring outsiders into a family business can pose unique challenges. How you identify, select and integrate a non-family executive can have a big impact on the success of the hire.

During this webinar, participants will learn best practices for recruiting executives into family-owned entities by focusing on:

  • Understanding the six dimensions of the family businesses.
  • Integrating the Baker three-circle model into the recruitment process, including creation of an applicable position description.
  • Using the core values of the business and the family to define desired behavior patterns, knowledge, skills and abilities of candidates.
  • Identifying the position of the business in its lifecycle to properly match executive candidates.
  • Defining the process of onboarding and integration of the finalist candidate.
Bridget Dueweke

Senior Vice President of Sales, Wolverine Solutions Group

As Senior Vice President of Sales at Wolverine Solutions Group, Bridget Dueweke leads a team of enterprise sales executives to exceed objectives selling critical communications in the print, fulfillment and mailing space. 

For 29 years she worked in the advertising space with ATT (now Thryv), serving many roles in sales leadership, from sales operations executive, where she ran a 300-person call center; to leading a four-state Hunter team selling digital advertising in the Midwest; and as a GM running multifunctional sales, administrative and customer service teams in the print, digital and SAAS space.

Dueweke is a seven-time Presidents Club winner, awarded to the top 10% in the country, and has created multiple tools to support the selling process that have been implemented throughout the country.

Todd Hohauser

CEO, Harvey Hohauser & Associates

Todd Hohauser is CEO of Harvey Hohauser & Associates and Chairman of IIC Partners, an affiliate of the eighth-largest retained executive search partnership in the world. For 20 years, he has guided family and privately held businesses in their efforts to locate, recruit and retain top-grade leadership.

An acknowledged expert in the assessment, identification and placement of leaders, Todd is a specialist in the coordination and recruitment of exceptional executive talent in the following areas: executive leadership, operations, information technology, engineering, financial management, retail and manufacturing.

A graduate of Western Michigan University, Todd also received a master of science degree in management from Walsh College. Utilizing his extensive background in behavioral sciences, Todd’s primary purpose is to provide the best cultural fit for candidates and clients. In 2009, Todd was a recipient of Walsh College’s Award for the Outstanding Graduate of the Last Decade. In 2017, he received the designation “FEA,” Family Enterprise Advisor, successfully completing a 1,000-hour course focused on training advisors to family businesses/family enterprises.

Beyond serving as Chairman of IIC Partners, he is on the Foundation Board of Walsh College, a past committee member on the Judson Center’s Golf Planning Committee and past Chair for The Epilepsy Foundation of Michigan. He also served on the Board of Advisors of MichBusiness and CORP! Magazine.

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's 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

Harvey Hohauser & Associates

Balancing Legacy and Innovation in the Family Business

Please join Brad Mountz, 2nd-generation owner of Mountz, Inc., and his daughter, Olivia Mountz, Director of Marketing, as they speak with Jeff Viets, senior member of the Sales Strategy team at Oracle Netsuite, and Amy Cosper, Editor-in-Chief, Family Business Magazine. Brad and Olivia will share their insights about training the next generation for future leadership roles, incorporating new technology into their processes, and the impact of change on the business.

THURSDAY, APRIL 7
2 PM ET | 11 AM PT

60 MINUTES

Click to Replay

Staying relevant in family business requires innovation and entrepreneurship. Multi-generational companies often look nothing like the business the founder established. But with the weight of history and legacy, innovating is challenging. This webinar will look at that balancing act and how family-owned companies can foster a spirit of entrepreneurship that will help insure the business’ future.

Brad Mountz

2nd-generation owner of Mountz, Inc.

Brad Mountz is a second-generation owner of Mountz, Inc., a manufacturer of specialized precision torque tools and fastening control devices.  Mountz, Inc. has been selected as a Top Workplace in the Bay Area multiple times and maintains its corporate headquarters in San Jose’s enterprise zone near the historic cannery district of downtown San Jose.

Brad is married and has four children.  He is a San Jose State University alumnus and active supporter of the university athletic scholarship program.  Brad enjoys reading, cycling, golf and cherishes free time with his family and friends.  He serves on several advisory boards and is an active member of Vistage, a CEO peer group, is involved in his local church community and is an ardent supporter of free enterprise. 

Mountz, Inc. is an ISO 9001 certified and ISO 17025 accredited company that helps solve complex and quality related fastening problems for the world’s largest manufacturing companies.   Mountz’s customer list is a who’s who of the world’s largest and well-known brands. 

Olivia Mountz

Director of Marketing, Mountz, Inc.

Jeff Viets

Senior member, Sales Strategy, Oracle Netsuite

Jeff Viets is a senior member of Oracle NetSuite’s Sales Strategy team helping to deliver programs, process and tools that help Account Managers support and engage NetSuite customers. Previously, Jeff supported many of NetSuite’s larger and complex wholesale distribution customers as a Corporate Account Manager. Prior to joining Oracle NetSuite, Jeff used the ERP to grow and scale a family-owned powersports exhaust manufacturer, wireless distributor, caviar company and his own motorcycle performance products business. Jeff’s background includes sales and distribution roles in consumer electronics, recording and broadcast supply and wireless.

Amy Cosper

Editor-in-Chief, Family Business Magazine

Amy C. Cosper is the editor in chief of Family Business magazine and the former editor in chief of Entrepreneur magazine. She has been reporting and commenting on the world of business and entrepreneurship and business for 15 years and is an evangelist for innovation and disruption around the globe. She deeply believes in the positive impact of entrepreneurship on a cultural and economic level. Cosper is the author of many articles on leadership and creativity and is the author of the book The Cowgirl Mermaid Chronicles.

 

She is an award-winning editor and writer and strongly adheres to the idea that “on the other side of your fear, is your success.” And she would know, since she rides a Ducati and only does sports that require a helmet.

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

Boost Insurance

Submitted by bwenger on Mon, 04/11/2022 - 20:27

Boost Insurance provides insurance infrastructure-as-a-service. It packages the necessary compliance, operational, capital and technological components of an insurance program.

AlioVir

Submitted by bwenger on Mon, 04/11/2022 - 18:40

AZlioVir is a late-clinical stage allogeneic T0cell immunotherapy company. Their platforms leverage off-the-shelf, allogeneic, single and multi-virus -specific T cells for patients with T cell deficiencies. 

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