Events


New York | Building Better Boards - Family Business & Beyond

Tuesday, March 12, 2019
05:30 PM - 07:30 PM EST
Eisner Amper
750 3rd Avenue, 16th Floor
New York, NY 10017

Networking, Cocktails & Hors D'Oeuvres start at 5:30 PM

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Overview

Effective and engaged Boards can be the competitive edge that organizations need to reach their strategic potential.

In this interactive workshop, our panelists will share their decades of experience in building and facilitating effective boards, highlighting the attributes and practices of great boards, including tips for re-energizing board, and optimizing performance.

The discussion will include:

  • What makes a great board?
  • Avoiding Operational Temptation!
  • What makes a great board member?
  • How to move from simple fiduciary or advisory practices to Leadership Governance
  • The role of the board in performance management, continuity and culture
  • Common board pitfalls

THANK YOU TO OUR SPONSORs!

EisnerAmper Financial_Poise

presenters

Stewart,_Lise

Lisë Stewart
Principal-in-Charge, Center for Family Business Excellence
EisnerAmper LLP

 

Lisë Stewart is Principal-in-Charge of EisnerAmper’s Center for Family Business within the Private Business Services Practice. She has more than 25 years of experience in organizational development, strategic planning and training, and human performance management. A popular and nationally recognized speaker, on best board practices and author of the e-book Building Better Boards, she has developed a national training curriculum that was adopted by the National Institute of Standards and Technology’s MEP program, various small business development centers and private consulting groups.

Lisë has trained over 800 professional consultants in a wide range of topics and developed proposals, project plans and contracts with federal, state, and local government agencies as a specialist in leadership development, board development, strategic planning, organizational development, training design and process improvement. In 2017/2018, Lisë worked with 32 boards across nation in board development, nominating and recruiting, fiduciary and advisory roles and responsibilities, compensation, self-evaluation, strategy development and problem-solving.

Charles_Privitera_Jr

Charles J. Privitera, Jr.
Senior Consultant
Westminster Consulting

 

Charles is a Senior Consultant at Westminster Consulting having client relationship responsibilities primarily in the Metro New York and Mid-Atlantic regions. He assists his clients with the design, implementation, and investment monitoring of their retirement plans.

Prior to joining Westminster, Charles was a part of the Gallagher retirement plan consulting team. Charles has over 20 years of financial experience that has encompassed all areas of the employee benefits industry. The last ten years have been specifically focused on investment consulting, fiduciary liability consulting, and plan design consulting for mid-market defined contribution plans.

Susan_Hartley_Moss

Susan Hartley Moss
Senior Vice President
EMM Wealth

Susan joined EMM in 2017 as a Senior Vice President and Senior Wealth Advisor/Relationship Manager. Susan draws on over 30 years of experience serving as a senior director in trust, investment, wealth management and family office advisory firms, and as a personal fiduciary advisor to wealthy individuals and families. She has helped large global families and family offices evaluate and establish Private Trust Companies (PTCs) and developed family office governance structures, operations and policies and procedures.

Steve_Lang_low_res

Steven​ Lang
President | CEO
dancker

Steve Lang joined dancker in 1997 and in the spring of 2012, he became the President and CEO. Steve was well prepared to lead this dynamic organization, having successfully served as a regional Dealer Business Consultant (DBC) for Steelcase, Inc., and as Manager of Company Operations at Exxon/Mobil Corporation.

Since taking the helm, Steve has instilled a customer-centric philosophy and a clear, strategic blueprint aimed at building and sustaining market leadership for the nearly 200-year old organization. dancker has won various awards and recognitions from industry-peer groups, business organizations and publications – such as being named among the 50 Fastest Growing Companies in New Jersey, as well as one of the Top 100 Privately-Held companies by NJBiz Magazine. In May of 2016, Steve was named EY Entrepreneur of the Year in New Jersey. 

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