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


The Effective Director

Premiere Date: 09/17/2018 11:00am

While we think of a board as a functioning entity, much of the success of the board relies on the individual behavior of its directors. During this program, we talk about some of the productive and problematic behavior that can show up in the boardroom, and the effect that it can have on board effectiveness. 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.

The Good, the Bad and the Ugly: Planning and Running Effective Board Meetings

Premiere Date: 08/13/2018 11:00am

All of us have had experiences of meetings that were painful to participate in. Lack of preparation, ineffective facilitation, or inability to move decisions forward can all lead to an ineffective board. With boards charged with a company’s most important strategic matters, no company can afford to waste valuable meeting time. 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.

Building an Independent Board

Premiere Date: 07/16/2018 11:00am

When private companies move from a “paper board” (a/k/a owner-only board) to the inclusion of independent directors, it can be a big shift in the status quo. Working through a process and making good decisions on some key common issues can help prevent headaches down the road and set the new board on course. In this webinar, through discussion with expert consultants and experienced directors, we talk about how companies create effective boards from the ground up, discuss the differences between advisory and fiduciary directors, and how to select the right talent for the new board.

The Role of the Board in a Private Company

Premiere Date: 06/04/2018 11:00am

The Role of the Board in a Private Company

To view this webinar for CLE/CPE credit, click here.

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.