Events


Los Angeles | Is there Value in Adopting Board Governance Practices for Private Companies?

Wednesday, April 03, 2019
07:30 AM - 09:30 AM PST
Law Offices of Polsinelli
2049 Century Park East, Suite 2900
Los Angeles, CA 90067

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Overview

Please join the newly formed Los Angeles Affiliate of the Private Directors Association on April 3rd for a panelist discussion on adopting best governance practices for private companies. We will explore the value and effectiveness of an advisory Board and/or a Board of Directors for a private company. Our panelists will discuss their experiences working with boards and address how  private boards are the same/different from Public Boards, what to look for in board members, and how to form an effective board.

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Panelists

Miguel

Miguel D. Vasquez
CEO
Financial Fitness Group (FFG) 

Miguel D. Vasquez is the CEO of the Financial Fitness Group (FFG), an enterprise software company that developed a financial e-learning platform and actionable ecosystem designed to maximize employee engagement, financial knowledge, and desired behaviors

Prior to his current role, Miguel Vasquez led a team of executives in educational management, behavioral science, community development and financial education as the Founder and CEO for the California Foundation Fund. The Foundation collaborates with socially conscious businesses for the development and delivery of financial education and empowerment initiatives. 

Miguel is the co-author of “Teaching Financial Education” and “Inspiring Entrepreneurship”.  He is the resource Chair for the Youth Entrepreneur Community Council where he provides support in creating, funding and coordinating the FutureBoss Entrepreneurship Scholarship Competition. Miguel is Co-Chair of the California Foundation Site Council and is a member of the President’s Lecture Series at Alliant International University. Miguel Vasquez is a graduate of the University of San Diego, Pacific Coast Banking School and Alliant International University’s MBA program.

Cabaldon

Larry Cabaldon
CEO
Boardroom Performance Group 

Lawrence Cabaldon is a co-founder of Boardroom Performance Group.  Previously he was with DHR International, a Big 5 retained executive search firm, as Executive Vice President in Irvine, California and a member of the firm’s Board & CEO Practice.

Prior to DHR, Mr. Cabaldon headed his own executive assessment, board consulting and executive recruiting firm serving clients such as Bank of America, Security Pacific Corporation, County of Riverside, and numerous private companies. He was assessed over 1000 executives and board members.  He’s spoken to CEO’s on “How to Assess Fiduciary Performance”, “Board’s Role in Mergers & Acquisitions”, “Board Succession Planning:  How to Create a High-Performance Bank” “Governance Post Enron” and “Creating a Proud Legacy of Leadership and Value

Previously he was Director of Executive Search for PricewaterhouseCoopers and a Director of Human Resources for a 400 employee one- bank holding company. He started his career with Union Bank with a group of 50 management trainees, many of whom moved to top management positions at Wells Fargo as described in the book “Good to Great”.

He’s a director of the Forum for Corporate Directors, the largest independent director group providing director forums, education and recognition.  He was President of USC Commerce Associates. He serves on the Dean’s Advisory Board for Concordia University (Irvine) School of Business. He received a BS degree from California State University Northridge.

He helps boards/executives, regulators, investors, private equity firms, acquirers, venture capitalists, private companies and non-profits benchmark performance, select and maximize talent, improve results, and facilitate transactions that create value.

Larry

Larry Scherzer
Founder
Scherzer International 

Mr. Scherzer is the founder of Scherzer International.

Previously, he was a tax partner with the international public accounting firm of Arthur Young & Company (now Ernst & Young). While with this firm, he successfully managed two of their offices in the greater Los Angeles area. He left Arthur Young to become Executive Vice President and Chief Financial Officer of Products Research & Chemical Corporation a New York Stock Exchange Company and served in that capacity until the company’s acquisition.

In 1992, Mr. Scherzer was a co-founder of Verdugo Banking Company in Glendale, California. He served as Vice-Chairman until its sale in August 2004 to a New York Stock Exchange listed Bank. He also served on most major Board of Director Committees of the bank.

Mr. Scherzer then founded Scherzer International in 1993. Scherzer International performs business background investigations for major financial services firms and professional firms throughout the world. Today, Scherzer International has approximately 70 employees with offices located in Woodland Hills, California and Rocky River, Ohio.

In 1993, Scherzer was elected Chairman of the George Elkins Companies and served until its sale.

In July 2004, Scherzer was elected to the Board of Directors of Facey Medical Foundation. He served on the Board until the alignment of Facey with Provident Health Systems in July 2012. While on the Facey Board, Larry served on the audit, finance, investment, strategic planning, community benefits, and compensation committees. He was Chairman of both the audit and investment committees.

In October 2005, Scherzer was elected to the Board of Directors of The Private Bank of California located in Century City, California. He is a member of the Director’s Loan and IT Strategy Committees. On July 1, 2013, The Private Bank of California was sold to Banc of California.

In January 2013, Larry was elected to the Board of Americas United Bank, Glendale, CA.  Scherzer serves on the Directors Loan and Audit Committees. He was Chairman of Audit Committee.  In July 2018, the bank was acquired by The Bank of Southern California.

During August 2018, Scherzer was elected to the Board of BFC Funding, a company specializing in the SBA 504 program.

Scherzer is a Past President of the Ernst & Young Alumni Council of greater Los Angeles. He is on the Board of C5LA. He is currently the Chair of C5LA.  He was previously Chairman of the Arthritis Foundation-Pacific Region.

ToddSargent

Todd Sargent
Senior Manager, Organization Development
Walt Disney Company

Board Director
UCLA Alumni Association

 

Todd Sargent leads talent and organizational development efforts for The Walt Disney Company’s Parks, Experiences and Products segment, solving complex organizational challenges through cultural change initiatives that affect 200,000 global Cast Members. He leads employee engagement efforts for Walt Disney World Resort, Disneyland Resort (Anaheim), Disneyland Paris, Shanghai Disney Resort, Tokyo Disney Resort, Hong Kong Disneyland, and the Disney Cruise Line. 

 

Prior to his role at Disney, he spent 16 years as a leader in the management consulting and government, focused on large-scale process improvement. He recently served for five years as president the City of Los Angeles Innovation and Performance Commission and is now a board member of the City of Los Angeles Civil Service Commission, appointed by Los Angeles Mayor Eric Garcetti.  He has been on the national finance committee of three presidential campaigns.

Todd holds a Bachelor of Arts degree in Political Science from UCLA and is currently in his second term with the UCLA Alumni Association Board of Directors, where he serves as Board Treasurer. He holds a Master of Business Administration degree in International Business and Marketing from The George Washington University.

Moderator

Greer_Quateman

Lisa Greer Quateman
Senior Partner
Polsinelli

Lisa Quateman possesses a unique combination of business and legal experience in financial services, real estate corporate governance and regulatory compliance. She has served on boards for over 25 years.  Currently she serves on the corporate boards of Scherzer International and The Comedy Store.  In the non-profit arena, she serves on the boards of National Association of Corporate Directors, Pacific Southwest; Los Angeles Area Chamber of Commerce; UCLA Ziman Center for Real Estate; Heidi Duckler Dance Theatre; and City of Hope Board of Governors.  Lisa is the immediate past Vice Chair of the Board of Directors of the UCLA Alumni Association, chairing the Nominating Committee and the Governance Committee, and was its General Counsel from 2014-2016.  Lisa served eight years as a public official, as an appointee of bi-partisan Mayors, on the Board of Directors of the City of Los Angeles Industrial Development Authority, promoting economic development and job creation in the City of Los Angeles.  She has undergone extensive education in board governance and cybersecurity issues and is an NACD Board Leadership Fellow. At present and for over 25 years, Lisa has concurrently been CEO/CFO/Trustee of a family office which owns and operates a commercial real estate portfolio.

Lisa has received numerous awards, recognition, and commendations from Federal, State and local elected officials; business periodicals, and professional organizations, including the U.S. Congress, State of California, City of Los Angeles, Los Angeles Business Journal, and the Century City Chamber of Commerce.  The Los Angeles Area Chamber of Commerce named Lisa “2018 Board Member of the Year”.

A graduate of UCLA School of Law, Lisa is a “double Bruin”, and received her Bachelor of Arts degree in French from UCLA, Phi Beta Kappa, Summa Cum Laude.

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