Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

Roles & Responsibilities: A Primer

Series: PRIVATE COMPANY BOARD OF DIRECTORS BOOT CAMP 2019

Private Company Board Boot Camp - Roles and Responsibilities

Private company owners, including family businesses, ESOPs, and private equity owners, often have different expectations for their boards than is common in publicly traded firms. Besides being much less encumbered by regulatory compliance, many private firms are looking for a completely different kind of engagement from directors. In companies with new boards, leaders and directors often struggle early on to determine the role of the board and how to separate board responsibilities from those of ownership and management. In this webinar, the audience will learn what companies are really looking for (or should be) from their boards, and the many ways that boards contribute to private company success.

Principal Audience: Investors, Attorneys and Advisors, Business Owners and Executives

Partner: ChamberWise, Financial Poise, West LegalEdcenter


Meet the Panel:


Mark Trembacki

Mark Trembacki is the founder and Managing Principal of Risk ...

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Kristi Daeda

Kristi Daeda is Vice President at The Family Business Consulting ...

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Jay Reilly

With his private practice and in-house experience, Jay Reilly, Counsel ...

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David Spitulnik

  David Spitulnik is a successful executive with over 35 years ...

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Aarthi Belani

Aarthi Belani is a partner in the M&A practice in ...

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