09:00 AM - 10:00 AM (Pacific)
10:00 AM - 11:00 AM (Mountain)
11:00 AM - 12:00 PM (Central)
12:00 PM - 01:00 PM (Eastern)

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Overview

The Private Directors Association® is proud to showcase CEO conversations on digital transformation in conjunction with our Gold Chapter Sponsor, BofA.

Technology is transforming the way companies large and small do business, including how they manage internal operations, collaborate with partners, market products/services to customers, interact with clients, hire and scale.  Businesses that embrace proven, revolutionary and disruptive technologies are likely to remain viable in this rapidly changing environment.  Those that don’t, will likely lose out on valuable opportunities.

In this session, we welcome Julie Harris, Head of Global Banking Digital Strategy, Bank of America to set the stage, highlighting technological advances driving business strategy.  You will hear from private company CEO guests who have made innovation and digital transformation core to their growth strategy.  As well, we will also have an IBM senior digital transformation professional who has facilitated such projects over a 25-year career.  We will explore the strategic and governing oversight provided by private company boards from the c-suite perspective.

The agility, ingenuity and creativity private companies are known for has never been more mission critical. The organizations that embrace innovation and capitalize on the digital opportunity will win.  Join this compelling session to inform you on how to best address this ever-changing landscape within your own company or board. 

Thank you to our Webinar Host!

Thank you to our National and Gold Chapter Sponsors!

Panelists

Tana Greene Co-Founder & CEO MyWorkChoice

At 17, Tana wrote a goal on a piece of paper: own my own business by age 30. She spent the next 12 years defining what that business was going to be, but her purpose was clear…..to help others by finding them employment.

That goal became a reality in 1988, when Tana co-founded a national staffing company that grew to operate in more than 20 states. With over 30 years of experience in the industry, she saw, first-hand, the changing needs of the hourly workforce and understood the vital role flexibility and technology must play moving forward. In 2017, she guided the company’s transformation into MyWorkChoice, which embraces flexibility to provide a dependable, consistent workforce for their clients.

Tana is Co-Founder & CEO of MyWorkChoice.  She orchestrated a digital transformation journey for the Company beginning in 2017 and raised institutional capital in 2020 to support the Company’s growth outlook.

MyWorkChoice was founded on the principle of bringing dignity, through empowered choice, back to the hourly workforce. The Company understands that everyone leads busy lives and work is only one aspect of life.

Tana has served on multiple boards including Safe Alliance and The Employers Association of America. During those 12 years she has lead multiple committees, one of which raised $10MM for the development of a new women’s shelter.  She also served on the Charlotte Chamber of Commerce Board from 2006-08’ and is currently serving on the board of MyWorkChoice.

Fred holds the position of President, CEO, Chaos Strategist and Consultant with Results Thru Strategy, a restaurant consulting company he founded in 2006. Fred’s mission is to support company owners and executives while driving change and implementing long-term sustainable growth strategies.   He is a public speaker and panel moderator focusing on topics from Intentional leadership to the application of technology in business.

In September, 2020, Engelman’s Bakery, a Shoreline Equity Partners portfolio company, announced the appointment of Fred LeFranc as Chief Executive Officer, a position he holds today. As an existing member of Engelman’s Board of Directors, Fred was charged with growing the company’s wholesale & foodservice baking businesses both organically and with targeted acquisitions throughout the Southeast.

Fred, a recognized leader in the hospitality industry and for over 40 years, has held senior Leadership roles as CEO, COO, and President of numerous hospitality and technology brands, including El Torito, Una Mas, Flat Rock Grille, Ruby’s Diner, Fishbowl Marketing and Louise’s Trattoria, where he was chronicled in Inc. Magazine for the concept’s holistic turnaround. He has also been an active member of Conscious Capitalism, an organization that elevates humanity through business and has served on several relevant Industry Boards.

Dave Gilvin is a recognized digital transformation and customer experience expert with a proven record of conceptualizing, designing and delivering innovative solutions across Financial Services.  Dave is an IBM Senior Partner, fully dedicated to Bank of America, who oversees all professional services that IBM provides to the Bank.  As a multi-disciplinary executive with 25+ years of experience, he has developed an expertise in designing meaningful and engaging customer outcomes across physical, digital and emerging channels as we navigate the ever-changing landscape of customer needs, preferences and behaviors.

Over the past 15 years at IBM, Dave has founded, built out and reinvented multiple organizations and practices, including the Digital Strategy & Interactive division for Financial Services. He has participated in identifying and integrating strategic acquisitions and played a pivotal role in IBM’s commitment to nurturing the next-generation of digitally-savvy talent. While leading the Digital division, Dave oversaw and governed delivery of IBM services for Financial Services clients across a robust network of 30+ digital studios and innovation centers. 

Moderator

Julie Harris is head of Global Banking Digital Strategy at Bank of America. In her role, Harris is charged with developing and executing the Digital Strategy across Business Banking, Global Commercial Banking, and Global Corporate & Investment Banking. 

Previously, Harris was the Enterprise Credit Risk Information Strategy and Allowance Executive in Global Risk Management at Bank of America where she was responsible for the company's allowance for loan losses and the balance sheet and the related annual provision expense of ~$3 Billion. She was also responsible for the Enterprise Credit Risk data strategy and reporting, providing updates to the company's Credit Risk Committee, Management Risk Committee and Enterprise Risk Committee of the Board as well as day-to-day management reporting. 

Harris joined the company's Finance Management Analyst Program in 2000, and has served in a number of leadership roles since then. She most recently was Chris Financial Office (CFO) for Global Banking Coverage responsible for Global Corporate Banking, Global Commercial Banking and Business Banking. 

Harris is on the Board of Advisors at the Belk College of Business and the President of the Foundation Board at the University of North Carolina Charlotte. 

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