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Webinar | Bare Bone Board Basics Episode #7 - Special Issues Require Special Attention: Retaining Experts & Conducting Investigations
Wednesday, July 13, 2022, 5:00 PM - 6:30 PM EDT
Category: Multi-Chapter


02:00 PM - 03:30 PM (Pacific)
03:00 PM - 04:30 PM (Mountain)
04:00 PM - 05:30 PM (Central)
05:00 PM - 06:30 PM (Eastern)

Zoom invitation will be shared the day before the event.


Occasional and infrequent events pose special challenges for boards and the companies they govern. Most often encountered in ‘high value, high risk’ circumstances, these occasions often require the board to take additional measures to protect the company, its shareholders, its other constituents, and even themselves.

This seventh episode of Bare Bone Board Basics takes you through some common occurrences that can lead to the need for an internal investigation. It discusses how a board goes about retaining the right outside professionals to conduct an investigation. And then it explains the role of the board itself in such investigations.

This webinar and the series of which it is a part are co-production of certain chapters (Alabama, Dallas, DC Metro, Nashville, New England, New York Metro, Tampa Bay & Wisconsin) of the Private Directors Association®, Executive Forum™, Private Director Symposium™, ChamberWise™ & Financial Poise

Thank you to our National and Gold Chapter Sponsors!


             Allan Grafman
Managing Partner
JMJ Advisors, LLC.

Allan Grafman has served on 12 boards, including 4 public, 4 private equity-owned and 4 venture-sponsored. He is currently Chair of the Audit Committee of a public company (IDW) and also Audit Committee member for a REIT, and has served on Compensation and Governance Committees as well.   Specific past experience includes serving as the Chairman of the Board of a Nasdaq listed video game company and other entertainment, media and consumer focused entities.  He is currently a licensed investment banker raising capital for companies. Allan comes to board service building on executive roles at All Media Ventures, Archie Comics, Hallmark, Tribune, ABC and Disney.  He received his BA from Indiana University (PBK), Masters (Fellow) and MBA from Columbia (BGS).

             Derek Cohen
Walden Macht & Haran 

Derek is a partner at Walden Macht & Haran where he regularly represents U.S. and foreign companies and individuals in a wide range of criminal and regulatory investigations by federal, state and local authorities, including, among others, allegations of healthcare fraud, securities fraud, tax fraud, bribery, False Claims Act, sanctions/export violations and Foreign Corrupt Practices Act (FCPA) violations. He also has significant experience in complex commercial litigation matters and internal investigations. Derek is a former Deputy Chief of the Fraud Section at the U.S. Department of Justice, an Assistant U.S. Attorney in Philadelphia and an Assistant District Attorney in Manhattan. Derek is widely recognized as a leading white collar criminal defense lawyer by a number of legal publications, including Chambers USA: America’s Leading Lawyers for Business Benchmark Litigation and Best Lawyers.

             Andrew Lelling
Jones Day 

Andrew Lelling is a partner at Jones Day, where he specializes in complex internal investigations, defending companies in government inquiries, and advising on compliance with federal, state and international laws.  Andrew is the former United States Attorney for the District of Massachusetts (2017 – 2021) and a former senior Department of Justice official.  During his 20 year career with the government, Andrew led several complex matters of national importance, including Operation Varsity Blues, major healthcare enforcement initiatives, DOJ’s investigation of the 2000 presidential election in Florida and elsewhere, and negotiations with the Chinese government on human rights issues.  Andrew is a graduate of the University of Pennsylvania Law School and Binghamton University.

             Guillermo Christensen
Managing Partner
Ice Miller, LLP

Guillermo Christensen, managing partner for the Washington DC office of Ice Miller LLP, combines his experience as a former CIA officer and diplomat to advise companies and boards on enterprise risks such as cybersecurity and international trade laws. Guillermo’s work includes sensitive investigations of OFAC sanctions, export controls, and anti-corruption laws.

Guillermo’s prior public service includes stints in Paris as the Science and Technology Advisor to the U.S. Mission to the OECD and working with the FBI post-9/11. A life member of the Council on Foreign Relations, Guillermo also serves on the International Advisory Board for William and Mary and is general counsel for the Association of U.S. Cyber Forces. Guillermo is co-president of the newly formed DC Metro chapter of the Private Directors Association.


    Jonathan Friedland
Sugar Felsenthal Grais & Helsinger LLP
  • Jonathan Friedland is a partner with the Sugar Felsenthal law firm.
  • He regularly advises boards of directors and owners of companies in financial distress.
  • Jonathan has been representing companies in out-of-court workouts, chapter 11 bankruptcy, and controlled liquidations for more than 25 years. He also has broad and substantial experience in acting as outside general counsel to clients and in running both a wide variety of corporate transactions, and a wide array of commercial litigation.
  • He is widely recognized as a leading corporate restructuring and insolvency attorney. He has been rated for many years as AV® Preeminent™ by Martindale-Hubbell, 10/10 by AVVO, and 10/10 by Justia. Jonathan is the principal author of two leading legal treatises, and his scholarship is widely cited by legal scholars. He formerly served stints as an Adjunct Professor of Strategic Management at the University of Chicago’s Graduate School of Business and as a Clayton Center for Entrepreneurial Law Visiting Professor of Business Law at the University of Tennessee College of Law. More information here.