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Webinar | So You Want to Be on a Board? What Are Boards Looking for in a Board Candidate?
Thursday, July 15, 2021, 2:00 PM - 3:15 PM CDT
Category: Southern California

12:00 PM - 01:15 PM (Pacific)
01:00 PM - 02:15 PM (Mountain)
02:00 PM - 03:15 PM (Central)
03:00 PM - 04:15 PM (Eastern)

Zoom invitation will be shared the day before the event.


Please join the PDA Southern California Chapter on July 15th for a panel discussion, “So You Want to Be on a Board?  What are Boards looking for in Board Candidates?”.

From early-stage companies to middle market private equity firms to decades old family owned businesses, what do companies consider being board ready? Our exceptional panel of diverse professionals will discuss the skills, knowledge, experience, personal traits, and professional network that should be highlighted by candidates interested in pursuing a Board seat.

Thank you to our National and Gold Chapter Sponsors!




Kristi Daeda
The Family Business Consulting Group

Kristi is the president of The Family Business Consulting Group overseeing firm strategy as well as the platform which supports the firm's clients and consultants. Her past roles within FBCG included leadership of a variety of practice areas including family and corporate governance, family enterprise education, and knowledge development and research on family enterprise topics. 

Prior to her work in the family business field, she held management roles in e-commerce, insurance, and hospitality with a focus on leadership and people development and served as an independent consultant and coach to senior executives.

Kristi is a member of the Family Firm Institute where she’s contributed to their publication, The Practitioner, and has served on steering committees for the Family Wealth Alliance and the Private Directors Association national board. Kristi’s articles have appeared in Crains Chicago Business and Family Business Magazine, and she’s been a contributing author to two books: Launchpad, a guide to building a successful career, and Lenses of Leadership: A Call to Action. Today she remains a frequent speaker and writer on the themes of family business, governance, leadership and strategy. 


J. Steven Roush
Chairman of the Board
Summit Healthcare REIT

Steve  retired from PricewaterhouseCoopers in 2007 after 39 years, 30 of those as a Partner. Over his career, Steve has experience in a diverse number of industries ranging from manufacturing, non profits and retail (restaurants) with a  concentration in real estate (office, residential, retail, hospitality and commercial), telecommunications and pharmaceuticals. He has a background in dealing with both private and public company Board of Directors

Steve is currently is Chairman of the Board of Directors and Chairman of the Audit Committee of  W.E. Hall Company, a privately held manufacturer and distributor of corrugated steel and plastic pipe and related drainage products. He is Chairman of the Board of Directors and Chairman of the Audit Committee of Summit Healthcare REIT (public non traded) which currently has ownership interests in 57 senior housing facilities. Steve is also Chairman of the Board of Directors and Chairman of the Audit Committee of Fieldpiece Instruments, Inc. , a privately held designer and manufacturer of hand-held test instruments for HVAC/R technicians. He recently joined the Board of Directors of Rowe Enterprises Inc, a large privately held  Toyota auto dealership in Tucson, Arizona.

 Steve previously served on the Board and was Chairman of the Audit Committee of AirTouch Communications, Inc, a public telecommunications device company as well as Chairman of the Audit Committee of STAAR Surgical Company(publicly traded).

Steve is a founding member of the Private Directors Association-Orange County chapter. He is also a mentor for a National women's organization, Women Unlimited which provides programs to help move women from middle management positions to the next level in their careers.

He also serves on the Board of Trustees, Executive Committee, Treasurer and Chairman of the Audit Committee for the Orange County Museum of Art . He is on the Board of Directors  for the American Heart Association-Orange County and Chairman of the Board's leadership development committee. He is also a member of the Corporate Cabinet for the Orange County United Way Tocqueville Society.

Steve previously was Chairman of the Budget Review Committee and a member of the Corporate Operations Coordinating Committee for the National American Heart Association in Dallas where he had served on their Audit Committee for six years.  



Michael Rivera
Chief Executive Officer
Association For Corporate Growth (ACG) Los Angeles

Michael currently serves as the Chief Executive Officer of the Association for Corporate Growth – West, a membership organization representing private equity and venture capital firms, investment and merchant banks, law and accounting firms, consultancies, and other service providers in Washington, Oregon, California, Arizona, Colorado, and Utah.

Prior to ACG, Michael spent two years at the University of Southern California Marshall School of Business where he ran academic programs. He is the Founding Director of the USC Marshall Venture Fund. The USC Marshall Venture Fund is an industry agnostic venture capital fund investing in early-stage startups founded by USC students, alumni, faculty, and staff or that stem from intellectual property generated at the University. The mission is to further integrate USC in the early-stage startup and venture ecosystem to offer unparalleled academic opportunity for students, catalyze entrepreneurship at USC, generate financial returns for the Fund, and contribute to the economy of Southern California. Michael continues at USC Marshall as adjunct faculty teaching graduate students in the Marshall Venture Lab, a second-year MBA course he designed.

Michael joined USC after eleven years as the Founder & President of 6th Street Ventures, an early-stage investment firm based in Santa Monica. 6th Street Ventures makes equity investments across various technology sectors. Michael also founded 6th Street Investments, a debt and equity fund focused on commercial real estate. Michael serves as a mentor for Quake Accelerator and Blackstone LaunchPad in Los Angeles.

In 2006, Michael founded and launched a franchise development group, 6th Street Fitness, for the purpose of building and operating Planet Fitness gyms. 6th Street Fitness currently operates locations across Wisconsin and California.

In 2010, Michael co-founded Westside Trading Company, a commodity trading firm based in central California. In his role at Westside, Michael managed international banking and operations while actively trading commodities. With Westside on course to reach its revenue goal of $90 million for 2013, Michael exited to focus on expanding the 6th Street family of investments.

Michael began his career as an attorney and registered lobbyist in Washington, D.C. representing corporate clients.

Michael received his J.D. from the Pennsylvania State University School of Law and his B.A. from Georgetown University. He is a member of the Washington, D.C. Bar. He serves on the Board of the Georgetown University Scholarship Program and the Jason E. Sabbag Memorial Scholarship Fund.



Norma J. Williams, Esq.
Williams & Associates

Norma Williams is an attorney and the owner of Williams & Associates, a commercial real estate law firm in Los Angeles.  She represents parties in financing; leasing; and purchase and sale transactions. She has been elected to honorary membership in the most prestigious associations of American attorneys and has risen to leadership and board service in them.

Ms. Williams has worked with executives and in-house counsel at institutional clients, CEOs of entrepreneurial and middle market clients and high net worth individuals across multiple industries including numerous types of financial institutions (banks, credit unions, insurance companies, pension funds, private lenders/funds, governmental agencies, mission-based lenders and others), real estate developers, retail tenants/chains, REITS, manufacturers, educational institutions, biotech companies, senior housing developers and operators, energy companies, and others.

Ms. Williams is a frequent speaker and writer on commercial real estate law topics and has published over fifty articles. Known for being rigorously current on the law, she has also, since 2015, authored a concise annual Newsletter on new California laws affecting commercial real estate that is anticipated and read by many legal and businesspersons across the country.

Ms. Williams received her B.A. Degree Magna Cum Laude from Wesleyan University in Middletown, Connecticut, where she was also elected to Phi Beta Kappa. She received her J.D. degree from the University of California, Berkeley. 

Her Board experience includes:

  • Chair, Executive Committee – Real Property Section of the Los Angeles County Bar Association;
  • Board of Regents, and currently California State Chair, American College of Mortgage Attorneys;
  • Executive Committee, State Bar of California Real Property Section, chairing a committee that drafted major real estate finance legislation later used as the model for a national Uniform Act;
  • Trustee, Los Angeles County Bar Association;
  • Member Selection Committee, American College of Real Estate Lawyers;
  • Board of Los Angeles Children’s Chorus from 2008-2013.  She co-chaired the Chorus’ Community Outreach Committee, served on the Board’s Strategic Planning Committee and was on its Task Force to identify new headquarters and its Task Force that established a Young Men’s Choir in the Chorus;
  • Co-Chair of Program Committee, Private Directors Association, Southern California Chapter.

Full lists of Representative Transactions, speaking engagements and publications are at: www.willassoc.com