Financial Poise

Board of Directors Boot Camp 2022

A Three Part Webinar Series by Financial Poise Webinars

Three, one-hour webinars for only $50


Board of Directors Boot Camp Webinar Series

About The Board of Directors Boot Camp Webinar Series

More and more privately-held companies are recognizing the benefits of effective corporate governance and are working towards establishing more formalized and independent board processes. Multiple factors influence this evolution at private companies and its continued acceleration:

  • Managing increasing complexity companies face in today’s operating environment and the associated requirement to have additional and new expertise to help navigate

  • Shoring up risk management practices to manage an expanded and ever-changing risk profile 

  • Dealing with leadership transitions and succession planning resulting from the demographic wave associated with leadership retirements and generational ownership transfers

  • Responding to the ever-increasing pressure that companies face from foreign competitors 

  • Managing growing stakeholder expectations – customers, employees, community - as well as government regulation

This webinar series touches on the roles and responsibilities of a board, the traits of an effective director and creating an effective board for your company.

What You Get With Your Purchase

Three One Hour Webinars

Each webinar dives deep on a particular topic, delivered by an panel of experts in the field of board of directors.

Three Slideshow PDF Files

Additional content, insights and resources in the PowerPoint slides that accompany the webinar audio.

Get instant access to Board of Directors Boot Camp 2022 now!

Once you purchase the webinar series you have immediate access to listen to the audio files and view or download the PowerPoint slides. Take advantage of this great deal while it lasts!

What Our Listeners Are Saying...

Scott Steer

Bravo to the Private Directors Association and Financial Poise for producing this webinar series! They offer expert speakers providing invaluable content in a very conversational format. Love that none of the speakers just read their slides, but the audience always has that information for reference. I'd give them 5 stars.

SCOTT STEER  //  Private Company Director & Board Advisor

An Overview of the Series

  1. 1
    Episode #1: Roles & Responsibilities: a Primer
    In this webinar, the audience will learn what companies are really looking for (or should be looking for) from their boards, and the many ways that boards contribute to private company success.
  1. 2
    Episode #2: The Effective Director
    Here we look at what’s expected of directors from ownership and management, and share examples of the ways that a highly effective director can help to meet or exceed those expectations and make a meaningful contribution to the company’s success.
  1. 3
    Episode #3: The Effective Board
    In this discussion, we share practices that happen in real boardrooms that help equip directors to participate and lead to energized and productive debate that feeds the company’s success.

Who Are The Panelists?

David Spitulnik, author at Financial Poise

David Spitulnik  (episodes two and three)

David Spitulnik is a successful executive with over 40 years of experience in both large technology companies and in consulting to and leadership of mid-market, closely held and family owned businesses across a variety of industries. In addition to serving as chair of the Private Directors Association’s Private and Family Business Center Outreach Committee, David frequently writes and speaks on a number of topics related to leading, building, maintaining and strengthening businesses and their governance structures.

Jeremy Waitzman

Jeremy Waitzman  (all episodes)

Jeremy Waitzman advises his clients on significant transactions and operational issues in their businesses. Described by clients as “an essential business advisor” and “a partner in the success of my business,” Jeremy has substantial experience representing businesses of all types and sizes from inception, guiding them through significant growth, and often through ownership’s exit.


Pankaj Amin  (episode one)

In his extensive work as a CEO, private equity advisor and corporate Board member, Pankaj brings more than 25 years of leadership and operational experience in the healthcare, telecommunications, financial services and business service sectors. Pankaj is a thoughtful, insightful and intellectually curious advisor who has a solid grasp on process as much as product.

Phillip Buffington

Phillip Buffington  (all episodes)

Phil Buffington joined Adams and Reese in 2011 and serves as Leader of the Financial Services Team, and is a Partner in the Transactions Practice Group. For more than 30 years, Phil has served as a trusted advisor to community, regional and national financial institutions, and he routinely helps these institutions assess and analyze regulatory and litigation risks.

Mark Trembacki

Moderator: Mark Trembacki  (all episodes)

Mark Trembacki is the founder and Managing Principal of Risk Management Levers, Inc., a consulting firm focused on strategy, risk management, acquisition integration, and change management. He is an adjunct professor at the University of Illinois Urbana-Champaign teaching Enterprise Risk Management in the Masters of Finance program. Mark has a MBA in Finance from The University of Chicago Booth School of Business, a BS in Accounting from The University of Illinois at Urbana-Champaign, and is a CPA.

Download The Board of Directors Boot Camp Today!

This deal won't last forever. Get all three webinars and all three PowerPoints for only $50.00! That's only $16 per webinar and 15% OFF the retail price of $59.99. 

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Frequently Asked Questions

When will I receive my webinar files?

As soon as you complete the purchase you will be logged into our website, at which point you can access all three webinars from your My Account area. The email receipt you receive will also contain a link to your My Account area.

Why should I trust these panelists?

Every moderator and panelist we invite to speak on a webinar has gone through our vetting process. No speakers are paid for their time. We choose authors and speakers that are recommended by other authors and speakers. They are all experts in their particular field.

Do you have more webinars I can listen to?

Financial Poise Webinars publishes hundred of webinars every year across a variety of topics such as investing, starting or owning a business, bankruptcy, law, and much more. Check out all available webinars here.

What do I get with my purchase?

You don't receive any files or physical products. You will have created an account on where you can access the three episodes and PowerPoint presentations at any time.

Can I get a refund if I don't like the webinar?

We will gladly refund your purchase for any reason within seven days of the purchase day.

Can I speak on one of your webinars?

We're always looking for qualified speakers and authors. If you're interested in speaking, shoot us an email and let us know who you are, what your area of expertise is in and we'll follow up with more information.

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