10:00 AM - 11:00 AM (Pacific)
11:00 AM - 12:00 PM (Mountain)
01:00 PM - 02:00 PM (Eastern)
Zoom Invitation Will Be Shared the Day of the Event
The COVID-19 pandemic highlights the need for effective risk and crisis management programs to address extreme and unexpected events. Boards play a crucial oversight role with such challenges given their collective experiences with other crises and overall business judgement. What is currently unfolding in the domestic and global economy will require a major reset in strategies, plans, forecasts and finances of most businesses. Private middle-market companies and their boards possess unique characteristics that allow for long-term perspectives during economic uncertainty, with a focus on Now, Next and Beyond.
Thank you to our National and Gold Chapter sponsors!
Stephen W. Klemash
EY Americas Center for Board Matters
As the leader of the EY Americas Center for Board Matters, Steve provides strategic direction for the Center and its activities, including development of thought leadership, webcasts and education aimed at helping directors as they oversee strategy, risk and compliance for their organizations. Steve regularly facilitates various director summits, presents at corporate governance events and meets with boards and individual directors to discuss the challenges in their governance role. Steve has been recognized by the National Association of Corporate Directors as one of the top 100 most influential leaders in boardrooms and corporate governance for 2018 and 2019.
Steve has been on the Board of Trustees at Robert Morris University since 2004, where he has served as Vice Chair and Chair of the Nominating and Governance Committee. He has also held various other non-profit board positions in the Pittsburgh market during his EY career.
EY Private Client Services, Family Enterprise Business Services
As national practice leader of EY’s Family Enterprise Business Services (FEBS) unit, James is responsible for working with multi-generation family businesses and family offices that own upper middle market companies.
He has over 35 years of professional experience working with such companies and owners. During his career, James has personally advised the principal owners of hundreds of business in a wide range of industries on business value creation and generational transition matters.
He assists on matters relating to developing and implementing strategies to drive organic and/or external growth, financing the growth of companies while maintaining family control, completing generational transitions that use parallel governance structures and processes, and on designing and implementing shareholder liquidity plans.
EY Americas Advisory Risk Leader
Cindy Doe is Ernst & Young’s Americas Advisory Risk Leader. She brings over 25 years of experience working in the financial services industry, specifically in banking and capital markets, investment management, and insurance. Cindy has significant experience working with global financial services clients on resiliency, technology, cyber, and privacy risk management, vendor risk, internal and external audits, and service provider control reporting exams.
Prior to joining Ernst & Young’ Financial Services Office, Cindy worked for Zurich Financial Services as Director of IT Audit for Zurich Global Assets, and Director of Internal Audit for Zurich Scudder Investments in North America. In these roles, she was responsible for the development and execution of the annual risk-based audit plan for IT and as well as business operational audit work in the US and international locations as well as co-led the Business & Technology Recovery cross functional working group at Zurich Scudder.