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Southern California In-Person Event | Building and Optimizing a Private Company Board
University of California, Irvine, Paul Merage School of Business
4293 Pereira Drive (SB-1 Building Auditorium)
Irvine, CA 92697
Thursday, June 23, 2022, 3:30 PM - 7:00 PM PDT
Category: Southern California


03:30 PM - 07:00 PM (Pacific)
04:30 PM - 08:00 PM (Mountain)
05:30 PM - 09:00 PM (Central)
06:30 PM - 10:00 PM (Eastern) 


$25  Members

Directions and Parking Instructions 

3:30pm - 4:00pm   Registration
4:00pm – 5:00pm  Panel Discussion
5:00pm – 7:00pm  Open Networking




Research shows that private companies with professional, well informed, and experienced board members sustain, grow, and thrive at higher rates than those without a thoughtfully planned and curated board. Three expert panelists will identify and discuss challenges, plans, and issues that private companies face in forming, choosing, and educating their board of directors. The panelists have experience in serving on or providing advice to private or closely held boards and will share experiences in positive and negative board experiences as well as structural concerns boards members need to consider. There will be time to ask questions of the panelists, and a relaxed outdoor networking opportunity after the formal program.

Thank you to our National and Gold Chapter Sponsors!



Steven Roush
Chairman of the Board
Summit Healthcare REIT.

Steven Roush is chairman of the board of Summit Healthcare REIT. In addition he currently sits on the board for Rowe Enterprises and Fieldpiece Instruments amongst others. He spent 30 years as a partner at Pricewaterhouse Coopers and was SEC review Partner for over 20 years. A SoCal PDA founding member, Steve has extensive board experience with startup firms and nonprofit organizations, and brings a very practical approach to rather complex financial issues.


Jared Pelissier
Sr. Vice President and Partner
Woodruff Sawyer & Co

Jared Pelissier is Senior Vice President and Partner in Woodruff Sawyer’s Southern California office and sits on the Board of Directors for the Junior Achievement of Orange County. Jared specializes in management liability and cyber liability risks for companies of all sizes, public and private. He brings the assessment, mitigation, and placement of risk and insurance to the forefront of awareness for management and board members. 


David Grant
CEO and Founder 
Innovation Executive

David Grant is an innovation executive with a successful track record for pioneering new companies, products, and disruptive methodologies in the Healthcare, Automotive, e-Commerce, Digital Media, and Fintech industries.

From inception to revenues, Mr. Grant helped companies he worked for grow and gain operational advantage through novel approaches to product and process. As an entrepreneur, Mr. Grant built and sold startup companies that today generate billions of dollars in revenue, save lives, and improve our quality of life. 



Kay Plantes
Board Director, Strategy Consultant, Ph. D. Economist

Kay Plantes, Ph. D., is Founder and Principal of Plantes Company a boutique strategy consultancy. She sits on the board of advisors of Automation NTH and is an advisory board director of Hyper Innovation Digital health Lab. Kay is an economist, Board member, and strategy consultant who helps organizations transform through innovative business models and stronger strategic leadership. A member of the Private Directors Association, Kaye was selected as a "2021 Director to Watch" by Private Company Director magazine.