Events


Dallas Chapter In-Person Event | Maximizing Your PDA Member Benefits

Please don't forget to ADD this event to your CALENDAR!
Wednesday, October 28, 2020
04:30 PM - 06:00 PM CST
Hexa Coworking
2100 N. Greenville Ave
Richardson, TX 75082

A Note from the Venue 
We are following strict COVID-19 guidelines as given to us by the CDC to ensure the safety or our guests and employees. Masks must be worn in all common areas. The Hexa Center’s interior environment is cleaned and disinfected daily with an all-natural, non-toxic, safe, eco-friendly method of disinfecting and sanitizing, and tables are spaced 6 ft. apart to insure social distancing. We provide gloved waitstaff to serve all food and drinks during event to minimize contact with food. 

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Overview

This event will include networking with local members and prospective members and a panel discussion led by the PDA Dallas Committee chairs explaining the many benefits of membership in Private Directors Association. We will provide information regarding resources, educational programs, director development, board opportunities, and networking. We will also have a special guest to talk about PDAs nationwide efforts to provide Board opportunities.

THANK YOU TO OUR HOsts!

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Panelists

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Larry King
Board Director, Advisory Board Member, CFO/COO
WhamTech, Inc.

Larry King is a proven and effective strategic leader, serial entrepreneur and business builder with over 30 years of extensive experience assisting companies in complex transactions. He is considered a highly effective client facing executive, active in marketing, business development and brand building. Larry strives to achieve collaboration at all levels of an organization by setting the example.

Larry currently serves on the Board and as Lead Director and Audit Committee Chair for nDivision, Inc., a Dallas based Public Company which provides managed IT services and project-based professional services in the IT industry. He is on the Advisory Board and serves as the CFO and COO at WhamTech, Inc., a privately-held technology company in Dallas, TX, providing security-centric distributed virtual data management and analytics platform solutions. The company currently is focused on a range of industries including, IT services, financial services, and defense industry companies. Additionally, Larry serves on the Advisory Board for Amegy Bank-Dallas; on the Advisory Board for Kwivik Therapeutics, Inc; and on the Advisory Board for BlockQAI LLC. Other current roles include: Association for Corporate Growth (ACG) DFW Advisory Council to the Board (President 2016/2017; Executive Committee 2015-2018); and TeXchange Dallas Advisory Board.

He founded and grew KBA Group, LLP into the largest Dallas based CPA and Advisory firm with a diversified menu of services and led the firm’s strategic growth, both organic and through acquisition. Larry initiated and constructed the firm’s merger with the tenth largest national CPA firm, and served as the Dallas office Managing Partner post-merger. He later transitioned to the role of South Region Leader of the Transaction Services Group before retiring from the firm in 2015. Throughout his career, he has assisted clients with business strategy, transactions including IPOs, reverse mergers, Special Purpose Acquisition Companies, and mergers and acquisitions from both the buy side and sell side. Larry has worked with both domestic and international companies in numerous industries including manufacturing and distribution, technology, software, services, energy, logistics, healthcare, real estate and retail.

He was recognized for the Texas Society of CPAs Lone Star Pathfinder Award in 2000, was a Boys & Girls Clubs Profiles in Leadership Semifinalist in 2003, and was Highlighted in D CEO Magazine in 2007. Larry is also an alumni of the Dallas Regional Chamber of Commerce Leadership Dallas Class of 2011. Under his leadership, KBA Group was recognized for the following honors and awards: North Dallas Chamber of Commerce Business of the Year–2000; Practical Accountant Practice Innovation Award – 2002 and 2005; Association for Accounting Marketing, Marketing Achievement Award – 2005; Journal of Accountancy Feature Article - recognized for Sarbanes-Oxley Compliance marketing campaign–2005; Addison Texas Magazine Most Dynamic Business Award – 2007; Dallas Regional Chamber of Commerce Employee Excellence Award–2008; Dallas Business Journal Best Places to Work –2008.

Larry is a graduate of Babson College, Wellesley, Massachusetts with a BS in Accounting and Operations Research graduating Beta Gamma. He is a Certified Public Accountant and a Chartered Global Management Accountant through the American Institute of CPAs. He is a member of the Institute for Excellence in Corporate Governance, Naveen Jindal School of Management at The University of Texas at Dallas; Private Directors Association; Business Navigators Directors Group; Association for Corporate Growth; Financial Executives International; TeXchange Dallas, a community of technology leaders; and Executive Connection.

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Kathryn Loo
Managing Partner (Retired)
Capital CFO Partners LLC

 

Kathryn Loo is a senior executive financial leader known for her pragmatic approach to problem solving. She’s been described as unwavering when faced with difficult situations. Her passion is to inspire positive change and continuous improvement. Kathryn enjoys a challenge and learning new industries, as shown by her diverse background in Consulting, Financial Services, Technology Outsourcing Services, Horse Racing, Hospitality, and Casino Gaming. While flexible and adaptive, she is dedicated and committed to providing ethical, sound solutions of the highest integrity.

Kathryn is a Certified Public Accountant and received a Bachelor of Science in Business Administration, Major in Accounting from the University of Nevada, Las Vegas on a full academic scholarship. She has achieved an Executive Certificate in Nonprofit Governance through the Institute for Excellence in Corporate Governance, Naveen Jindal School of Management at The University of Texas at Dallas. Kathryn is a Founding Member of the Dallas Fort Worth Chapter of the Private Directors Association.

As a Managing Partner in the consulting firm Capital CFO Partners LLC, Kathryn delivered value to her clients in the role of fractional Chief Financial Officer or interim Chief Audit Executive, as well as other initiatives involving the assessment of financial strategies, internal control systems (Sarbanes-Oxley programs for public companies) and risk management at the governance level. Her responsibilities to the firm included standardizing firm methodologies and performing business development. She also played an important role in recruiting qualified resources for the firm.

While serving as Senior Vice President and Chief Audit Executive for Penson Worldwide, Inc., a public company securities clearing firm, Kathryn provided the vision and execution leadership for the Internal Audit and Sarbanes-Oxley (“SOX”) compliance functions. Utilizing more than thirty years of experience in finance and accounting, she transformed those areas into highly productive programs, adding value and substantially decreasing cost. She effectively increased the level of communications with the Audit Committee to sharpen their focus on what mattered most to the company’s success. Because of her knowledge and abilities, Kathryn was twice called upon to be the interim Global Corporate Controller when the need arose.

Kathryn’s previous experience also includes nine years with Electronic Data Systems (“EDS”), a $21 Billion annual revenue technology services provider. Most notably, she led the team responsible for the first-year program implementation and ongoing operation of EDS’ compliance for Sarbanes-Oxley. Prior to EDS, Kathryn was Chief Financial Officer for Hilton Reservations Worldwide, the global Central Reservations System operation for Hilton Hotels, and the opening Chief Financial Officer for Lone Star Park at Grand Prairie, a horse race track located in a Dallas, Texas suburb. As the Director of Finance for the Loews Anatole Hotel in Dallas, she directed the successful implementation of several systems critical to the operation of this 1620-room, $125 Million annual revenue convention hotel. Earlier in her career, Kathryn was in financial leadership at Ramada Inns, Inc. during the construction/pre-opening phase and first-year operations of the Tropicana Atlantic City (the sixth Atlantic City Casino). She began her experience in public accounting with the firm of Laventhal & Horwath in Las Vegas, Nevada.

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George Kondrach
Advisor, Founder, Director

The Requisite Leader

George R. Kondrach is a seasoned executive with extensive experience in SMB and mid-market startups and scale-ups, and significant advisory experience gained though decades of business process innovation as a fractional revenue executive, executive coach/consultant, and board director. A hands-on leader with a broad skill set including strategic planning, operations, policy deployment, organization innovation and change management. Demonstrated abilities to find root causes, effect course corrections, empower leadership, and develop cultures.

  • Multiple-occurence startup entrepreneur
  • Multiple-occurrence M&A, rollup, divestiture leader
  • Fiduciary and advisory board member for private companies
  • Founding member Private Directors Association DFW Chapter
  • Broad industry exposure in Telecom, ICT, Defense & Intelligence, Healthcare, Publishing,
  • Manufacturing, Franchise Services
  • Technological literacy in a wide variety of foundational technologies
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Bets Lillo
Board Member
Positive Coaching Alliance Chicago

Bets Lillo is a high energy, insightful global Fortune 100 executive with enterprise transformation expertise in technology, M&A and business operations across biopharma, healthcare, telco and high-tech industries. She brings NACD certification and vast experience across multiple disciplines and industries to provide thoughtful counsel to leaders of both private and public companies.  Bets is a partner and investment committee member with Social Venture Partners Chicago and shares her passion for youth sports as a Board Member at Positive Coaching Alliance Chicago. A member of Purdue University’s Biomedical Engineering Advisory Board for over a decade, Bets also leads PDA’s Board Director Opportunities Committee, with more than 50 members nationwide building sustainable relationships to advance private company governance. Bets holds a Bachelors’ degree in Biomedical Engineering summa cum laude, from Purdue University and an MBA from Northwestern University’s Kellogg Graduate School of Management.  Bets and her husband have two grown children, two rescue dogs and a pink lizard.

Moderator

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Marshall Wenrich
Tech-savvy M&A Integration Advisor
Lorimar Ventures, LLC

Marshall Wenrich is a Founder of PDA Dallas and currently serving as Dallas Membership Chair.

As a serial Entrepreneur, Marshall started, operated and sold two hi tech service firms providing outsourced product development for electro mechanical, software intensive products in highly regulated industries, all while advising several of his client companies on technology disruptors. For 30 years he has built a career encompassing design and validation of more than 200 embedded hardware and software products in multiple industries.

Now, Marshall combines Strategic Technical and Operational know how to drive growth and performance at private SMBs Alignment of technology initiatives with strategic business execution is one specialization, especially during M&A Integration. He is both a champion and change agent for situations of rapid growth, requiring innovative flexibility to transform company goals into reality within practical constraints.

Marshall advises companies on practical application of AI to business processes and systems with the goal of sustaining a competitive edge. After previously chairing the Board of his own companies, he currently serves as an independent Director for a wireless water meter company, and on the Board of Advisors of a high growth for profit company cultivating Alumni Club Leadership.

Marshall holds a Master of Science in Software Engineering from the University of Texas at Arlington and a Bachelor of Science in Computing and Information Science from Lehigh University. He is a long time member of the National Association of Corporate Directors (Private Directors Association (and the Institute for Excellence in Corporate Governance (at The University of Texas at Dallas.

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