Member Login Donate

2023 Summer BRI Core SCHEDULE


3:00 PM - 5:30 PM ET

Summer BRI Virtual Kick-Off

Program Overview & Cohort Introductions
LCDEF leadership will review Spring BRI programming.

Corporate Boards 101: Ask the Expert on the Fundamentals
As part of BRI’s introductory sessions, this discussion will focus on providing executives with an overview of fundamental "must know" about corporate board service on a public or large private board. They would also discuss and take questions from members on the trending topics in the horizon for participants to prepare to navigate.


Round Table Format

Lead Speaker: 

Eric Shor, SVP, Diligent Institute and Global Head of Diligent Forum


Speakers:  

F. Daniel Siciliano, LCDEF Board Member; Director, Vice Chairman, Federal Home Loan Bank of San Francisco

Evan Epstein, Executive Director, Center for Business Law, UC Law San Francisco

Stephen Brown, Senior Advisor, KPMG Board Leadership Center, KPMG US


Happy Hour Networking Breakouts

Via Zoom


7:00 AM - 6:00 PM

Summer BRI Registration

KPMG Boston

7:00 AM - 7:30 AM

Joint Breakfast

KPMG Boston

7:45AM - 8:45 AM

Joint Session: Corporate Governance in an Increasingly Decentralized World

AI, Cybersecurity, Blockchain, and Work From Home environments can have immense benefits. There are also risks. The world is becoming more decentralized and with it comes more pros (autonomy, flexibility, etc.) and more cons (business uncertainty, hackers, etc.). This session will discuss the role of corporate governance within a decentralized world, potential upside of decentralized governance and potential pitfalls that leaders need to keep in mind when making decisions in the midst of uncertainty.


Moderator:  

Susan Angele, LCDEF Board Member and Programs Committee Chair; Senior Advisor, KPMG Board Leadership Center, KPMG US


Panelists:

Eduardo Gallardo, Global Co-Chair, Mergers and Acquisitions, Paul Hastings

Aaron Charfoos, Global Chair, Cybersecurity and Data Privacy Group, Paul Hastings

Juan Carlos Vega, Director, Sorenson Communications

KPMG Boston

9:00 AM - 10:15 AM

Trending Dynamics in the Modern Boardroom
Featured panelists will lay out and discuss the new landscape of corporate governance and the increasing pressures from unprecedented challenges.


Moderator: 

Eric Shor, SVP, Diligent Institute and Global Head Diligent Forum

Panelists: 

Christine Ortiz, Morris Cohen Professor of Materials Science and Engineering, MIT; Director, Enovis; Mueller Water Products, Inc. 

Evelyn D’An, Fmr CFO, Cytovia Therapeutics; Director, Backblaze Inc; Zoomcar.; GHD, Ltd (Australia)

KPMG Boston

10:30 AM - 12:00 PM

Building Your Toolkit: Refining and Communicating Your Value Proposition with Exercise
This session forms the basis for the BRI curriculum series for LCDA Members. Participants will learn about the importance of developing a board profile (resume and bio) that communicates the value proposition they bring to a board. Developing their elevator pitch and refining it to tell their story is also key to making the case for why their value proposition is an asset to the boardroom. Exercise will follow.


Facilitator:

Ozzie Gromada Meza, Acting President & CEO, LCDA and LCDEF

Trainer: 

Adriana Azuri, Founder & CEO, Azuri Group

KPMG Boston

12:00 PM - 12:30 PM

Joint Lunch

KPMG Boston

12:30 PM - 1:30 PM

Joint Session: Fireside Chat with Yie-Hsin Hung, President & CEO, State Street Global Advisors


Moderator: 

Jose R. Rodriguez, LCDA 1st Vice Chair; Fmr Partner-in-Charge/Executive Director-Audit Committee Institute, KPMG LLP; Director, CareMax, Inc.; Popular, Inc.; Primoris Services Corporation

KPMG Boston

1:30 PM - 1:50 PM

Summer BRI Group Photo

KPMG Boston

2:00 PM - 3:00 PM

Tips to Excel Along Your Board Interview Journey: Hear from Board Search Professionals
This panel consists of board search professionals sharing behind the scenes tips to help LCDA executives successfully interview for board opportunities.


Moderator: 

Ozzie Gromada Meza, Acting President & CEO, LCDA and LCDEF


Panelists:

Cynthia Dow, Boston Hub Leader & Managing Director, Russell Reynolds Associates

Maureen Alphonse-Charles, Managing Director and SVP Talent, Diversity & Equity, Koya Partners

Julie C. Norris, Senior Client Partner, Korn Ferry

KPMG Boston

3:15 PM - 4:15 PM

Practicing Your Value Proposition
LCDEF leadership will ask participants to practice presenting their value proposition (board pitch). Personalized feedback will follow pitches.


Co-Facilitator: Ana Dutra, Co-Chair, LCDEF; Director, Carparts.com; Amyris; Pembina Pipeline

Co-Facilitator: Dolores Kunda, Co-Chair, LCDEF; Frm Director, Finish Line; Lenox Group

KPMG Boston

4:30 PM - 5:30 PM

Joint Session: Navigating the Boardroom as a First-Time Director

Learning how to be an effective director is both an art and a science. It takes great analytical skills (science) and board room diplomacy (art). The science is typically refined over many years of career experience but the art isn’t so clearly laid out to directors. Experienced Directors will provide an overview of the hard skills needed to succeed as a director (private or public board) and concrete advice on the soft skills needed to be an effective director from decorum, how to show-up, and when to show your Latinidad.


Moderator:

Dolores Kunda, Co-Chair, LCDEF; Fmr Director, Finish Line; Lenox Group


Panelists

Raquel Tamez, Chief Inclusion and Engagement Officer, Charles River Associates; Director, DeVry University

Louis Caldera, LCDA Board Member; Director, Meritage Homes Corp; Granite Construction Incorporated; DallasNews Corporation

Beto Pallares, Founder and Managing Director, Joseph Advisory Services; Director, Exagen Inc.

KPMG Boston

5:30 PM - 8:00 PM

Joint Summer BRI Reception


Speakers

Ozzie Gromada Meza, Acting President & CEO, LCDA and LCDEF

Ana Dutra, Co-Chair, LCDEF; Director, Carparts.com; Amyris; Pembina Pipeline

Jose R. Rodriguez, LCDA 1st Vice Chair; Fmr Partner-in-Charge/Executive Director-Audit Committee Institute, KPMG LLP; Director, CareMax, Inc.; Popular, Inc.; Primoris Services Corporation


Host Remarks

John Capone, Managing Partner, KPMG Boston


Sponsor Remarks

Erika Vidal-Faulkenberry, Global Lead for Trade Compliance, Biogen

KPMG Boston


7:00 AM - 12:30 PM

Summer BRI Registration

KPMG Boston

7:30 AM - 8:45 AM

Joint Breakfast and Coaching Circles


Coaches

Ana Dutra, Co-Chair, LCDEF; Director, Carparts.com; Amyris; Pembina Pipeline

Louis Caldera, LCDA Board Member; Director, Meritage Homes Corp; Granite Construction Incorporated; DallasNews Corporation

Romy Diaz, LCDEF Board Member; Fmr VP/General Counsel and Chief Legal Officer, PECO Energy, Exelon Corporation; Director, Federal Home Loan Bank of Pittsburgh

Louis (Lou) Sandoval, Fmr CEO, SupplyHive; Director, Wintrust Bank, N.A.

Dolores Kunda, Co-Chair, LCDEF; Former Director, Finish Line; Lenox Group

Luis Borgen, Director, Carter's, Inc.; Color Health Inc.; Eastern Bankshares, Inc.; Synopsys Inc.

Eddie Ramos, Fmr Chief Investment Officer & Lead Portfolio Manager, Cornerstone Capital Management; Director, Optimum Fund Trust 

Evelyn D’An, Former CFO, Cytovia Therapeutics; Director, Backblaze Inc; Zoomcar.; GHD, LTD (Australia)

KPMG Boston

9:00 AM - 10:30 AM

Joint Session: Learning from the Activist Investor Playbook

Corporate governance experts will explore navigating investor activism. What do directors need to do to avoid having their companies be the target of activist investors? And, if they are a target, how do they build a game plan that is in the best interest of the company and shareholders? How are boards successfully dealing with activist approaches, including proxy contests? Today, the activism landscape is changing and while board diversity is often a part of the discussion, it may be the most important.


Round Table

Co-Facilitator: Lawrence Elbaum, Partner and Co-Head of Shareholder Activism Practice, Vinson & Elkins

Co-Facilitator; Greg Taxin, Managing Member, Spotlight Advisors

KPMG Boston

10:45 AM - 11:00 AM

Mock Board Meetings: A Case Study on the Activist Investor
Corporate governance experts and scholars will facilitate a case study with LCDA executives. Session will explore what having an activist investor in a boardroom looks like, what it means for the board and what directors should do about it.


Co-Facilitators: 

Susan Angele, LCDEF Board Member and Programs Committee Chair; Senior Advisor, KPMG Board Leadership Center, KPMG US

Stephen Brown, Senior Advisor, KPMG Board Leadership Center, KPMG US

Evan Epstein, Executive Director, Center for Business Law, UC Law San Francisco

F. Daniel Siciliano, LCDEF Board Member; Director, Vice Chairman, Federal Home Loan Bank of San Francisco

KPMG Boston

11:00 AM - 12:00 PM

Group Breakouts

KPMG Boston

12:00 PM - 12:30 PM

Group Debrief

KPMG Boston

12:30 PM - 1:00 PM

Joint Lunch

KPMG Boston

1:00 PM - 2:00 PM

Joint Closing Ceremonial Presentation of BRI Certificates of Completion


BRI Remarks

Carmen Joge, Vice President, Programs & Operations, LCDA and LCDEF

KPMG Boston

For more information on the BRI, click HERE.