Financial Poise
Board of Directors Boot Camp - The Effective Board

The Effective Board 2021

Running a productive and energized board meeting takes time and effort. Harnessing the expertise of board members while meeting the needs of the company is a balance that must be continually recalibrated by the board and company leadership. In this session, we will cover the process to achieve effective board practices ranging from board meeting formulation and preparation, board meeting execution and facilitation, and post-board meeting follow-up. The social aspects of a board will also be discussed – how to create engagement, teamwork, and camaraderie among board members to maximize their contribution. With boards charged with a company’s most important strategic matters, no company can afford to waste valuable meeting time.

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Webinar Faculty

Moderator:

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Mark Trembacki

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… Read More

Panelists:

Bruce Werner
Bruce Werner

Bruce Werner is the Managing Director of Kona Advisors LLC, which provides advisory services to owners and investors of private and family-owned companies. With exceptional experience in finance, strategy, M&A,… Read More

David Spitulnik
David Spitulnik

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… Read More

Jeremy Waitzman
Jeremy Waitzman

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… Read More

Pankaj Amin
Pankaj Amin

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… Read More

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