01:00 PM - 02:30 PM (Pacific)
02:00 PM - 03:30 PM (Mountain)
04:00 PM - 05:30 PM (Eastern)
Zoom Invitation Will Be Shared the Day of the Event
The COVID-19 global pandemic has disrupted every company from a financial and logistic standpoint. Companies must adjust their business operations in order to survive. Decisions must be made swiftly - an experienced Board of Directors can be an invaluable resource.
Board of Directors take a leadership role and assume responsibility for the Corporation’s overall approach to governance. One of the key aspects of governance is to ensure a timely and relevant process to determine that there is a manner, frequency, and timelines with which significant issues/risks are reviewed by the Board and acted upon by the Management. An Enterprise Risk Management (ERM) process is used to identify and evaluate the potential effect of risks to a corporation in a structured and timely manner.
The experienced leadership of members of a Board will help an organization be more successful on two levels when it comes to a crisis:
- Anticipation - Timely identification of a potential risk caused by a crisis
- Action - Practical advice on how to pivot effectively to deal with the effects of the risk
Are you prepared?
Please join for a Charlotte PDA Chapter Webinar Program on June 1, 2020 with an experienced group of panelists/moderator who will address both the Anticipation and Actions Boards can address in pivoting in a crisis.
THANK YOU TO OUR NATIONAL AND GOLD CHAPTER SPONSORS!
Dr. Fred Buckman
Chairman, President and CEO
Powerlink Transmission Company
Dr. Fred Buckman’s career spans five decades and a long list of executive positions and accomplishments. Dr. Buckman’s past positions include the following: President and Chief Executive Officer of Power Group of The Shaw Group Inc., and during his tenure he oversaw Shaw’s premier capabilities in the fossil and nuclear power industry; Managing Partner of Brookfield Asset Management Inc., where he was responsible for the utility sector; in 1999, he founded and was President and Chief Executive Officer of Trans-Elect which was the first independent transmission company in North America.
He continues to serve as President and Chief Executive Officer of Powerlink Transmission Company. He was President and Chief Executive Officer of PacifiCorp from 1994 to 1998, where he transformed the company from a regional utility to a significant national and international energy company that was sold to MidAmerican Energy in 2005 for US $5.2 billion. He also served as President and Chief Executive Officer of Consumers Power Company (now known as Consumers Energy), the utility subsidiary of CMS Energy, from 1986 to 1994.
Dr. Buckman continues to hold several directorships of leading energy companies, including: General Fusion Inc. (Chairman) and Terrestrial Energy. He is also a member of the StanCorp Financial Group Board (former Lead Director). His past Board service includes not only the two utilities where he served as President and CEO, but also, Pacific Gas and Electric, InfraSource, Quanta Services, Smart Wires (Chairman), Gradient Resources (Chairman), SPG Solar (Chairman), Solomon Corporation, Osmose Corporation, Contract Land Staff and Oregon Health Sciences University (Chairman).
Dr. Buckman is an Adjunct Professor of Nuclear Engineering at the University of Michigan. He completed Harvard Business School’s Advanced Management Program in 1982. He received a bachelor’s degree in engineering from the University of Michigan in 1966 and a doctorate in nuclear engineering from the Massachusetts Institute of Technology in 1970. He resides with his wife of more than 50 years in the Pacific Northwest and serves primarily as a Board member.
Dr. Alan Amling
Global Supply Chain Institute, Haslam College of Business
The University of Tennessee Knoxville
Dr. Alan Amling is a TED speaker and thought leader on harnessing digital disruption for success. Alan helped drive innovation over a 27-year career with UPS and is currently a Fellow at The University of Tennessee, CEO of advisory firm Thrive and Advance LLC, and on the Executive Advisory Board for the Georgia Tech Manufacturing Institute. He researches, invests, advises, and speaks on innovation in manufacturing and logistics and how firms can recognize and thrive in disruption. Alan’s latest role at UPS was VP Corporate Strategy, where he helped revitalize UPS innovation and venture capital programs for the digital economy. He moved into this role after serving as VP of Marketing for UPS Global Logistics & Distribution. Alan began his UPS career in 1982 working as a seasonal employee for four years, performing a variety of jobs, including package handler and car washer. Alan rejoined UPS after graduate school in 1992 and held numerous leadership roles in industrial engineering, customer technology, and new product development. Alan holds a Ph.D. in Management from Kennesaw State University, an MBA from Indiana University, and a B.A. in business and psychology from Lewis & Clark College.
Bob has over 30 years of experience in the energy industry providing strategic and financial leadership to improve stakeholder value. He led transformation efforts at three major utilities: TVA, Duke Energy and New York State Electric & Gas (NYSEG). He is currently the Executive Director of Joules, a nonprofit clean energy accelerator.
- Joules: Executive Director – developed new strategy to identify, advise and connect early stage energy companies with corporations and the investment community to accelerate their success. Current cohort of eight startups is enrolled in a 90-day program to improve their business model, connect with industry experts and demonstrate their product offering. Joules has accelerated the start-up of 40 businesses that have created over 100 new jobs and attracted $20 million in funding since 2016.
- TVA: Senior Vice President, Strategy, Financial Planning and Business Development - repositioned federal utility to compete with Southeastern peers. Developed vision, financial/operational plan, metrics and communications plan to become top quartile utility as measured by retail rates and organizational health.
- Duke Energy: Vice President, Market & Portfolio Analysis -developed growth strategy and portfolio of energy assets to succeed in an increasingly competitive marketplace. Involved in significant M&A work (PanEnergy, AEP, Southern, FP&L, SONAT, Texaco, Progress and Cinergy); joint ventures (Duke/Louis Dreyfus, Duke/Fluor Daniel); and start-ups (DukeSolutions, Duke Ventures, DukeNet).
- NYSEG: Director, Corporate Development - diversified electric utility into gas distribution and energy services.
As an energy executive, he was responsible for the development and execution of corporate and business unit plans which drive enterprise value. In addition, he has led merger integration, market forecasting, system planning, performance reporting and analysis, incentive programs, capital productivity and investment execution, business development, technology ventures, renewable programs and MBA leadership programs.
Earlier jobs included working on new source performance standards with the EPA, financial analysis with Harris Corporation and business development experience with KDT Industires which included providing venture capital analysis with IC2, a University of Texas think tank.
Bob received his MBA from UNC-Chapel Hill, MEM (Master’s of Environmental Management) from Duke University and his BA in Biology from McDaniel College. He is married with three children and resides in Davidson, NC.
Independent Board Director
Dorlisa Flur is an active business and community leader in Charlotte. She first moved here as a partner with McKinsey & Company, where she spent the first half of her more than 30-year professional career. She spent the second half as a C-level operating executive in three multi-billion-dollar retailers, including Family Dollar and Belk.
Dorlisa was most recently Chief Strategy and Transformation Officer at Southeastern Grocers, an $8 billion sales supermarket holding company based in Jacksonville, Florida. Following the company’s successful restructuring, she transitioned to a senior advisor role to the CEO/Board and began her “Phase 3” career serving on corporate boards.
She currently serves as a Director for Hibbett Sports, Inc. (NASDAQ: HIBB), a publicly-traded, athletically-inspired fashion retailer; and also as a Director for United States Cold Storage, Inc., a provider of refrigerated warehousing and logistics, owned by a privately-held U.K. conglomerate. In January 2020, she was elected to the board of Sally Beauty Holdings, Inc. (NYSE: SBH), a publicly-traded, $4 billion sales specialty retailer of professional beauty supplies.
Dorlisa is also an active civic leader who has chaired both the Bechtler Museum of Modern Art and Blumenthal Performing Arts boards. She is currently Vice Chair of the Board of Advisors at UNCC’s Belk College of Business. She was appointed to the NACD-Carolinas board in January 2020 and is among the first to have passed the NACD’s new Director Certification exam.
Dorlisa earned her B.S. and M.B.A. degrees from Duke University, where she met her husband, Peter. They have been happily married for more than 30 years and live in Ballantyne with their daughter, now a student at Northwestern University.
Experts in How LLC
Charlie Leichtweis is the founder of Experts in How LLC, a business consultancy focused on helping businesses with HOW to identify, prioritize, and eliminate/mitigate their barriers to sustainable profitable growth. Charlie has over 30 years of Global, Strategic, Operational, and Financial leadership experience with a record of success in helping organizations achieve sustainable profitable growth. Prior to Experts in HOW, Charlie shared his experiences as an advisor to clients as a Partner with Phoenix Strategic Advisors and Managing Director of Process Solutions, Inc., He has held a number of C Suite roles including, CEO and President of The Testor Corporation, COO of North American Wholesale Group of Blyth Inc., CFO of Rand McNally Book Services, and CFO and Comptroller of Rust-Oleum Corp. Charlie has significant experience in strategy development and execution, alignment of strategy with process, leading global sourcing and operations, business transformation, driving growth, and creating a culture of continuous improvement. His deep international experience includes managing sourcing and manufacturing organizations in North America, China, Southeast Asia, and Europe and he maintains business relationships in those areas of the world. Charlie is the author of top selling books on business, a popular speaker and serves as a member of the Board of Directors for private companies. He is one of those rare individuals who can help your organization understand WHAT needs to be done, and can enable your organization with HOW to do it.