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Wearing Two Hats - Boss and Coach

Overview

The board of directors wears two hats. The board is the CEO’s “boss” while also being the “coach.” The board sets expectations and judges performance while also being an advisor, coach, and resource to the CEO. How do board members and the board as a whole get these jobs done? How can board members play both roles when they seem to be in conflict? What are the risks and liabilities board members must manage?

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Panelists

Alan W. Aldworth Managing Director Alexander West Capital LLC

Alan has been the Managing Director of the family office, Alexander West Capital LLC since August 2021. In that role he oversees the operating companies and investments owned by the Leopardo family. Alan was previously the President and CEO of the Private Directors Association, and is a board director on the boards of GSP Retail Inc., and One Workplace Inc. He recently stepped down as CEO of the Private Directors Association as well as Vice Chairman of EA Renfroe, Inc. and as Lead Director of Orchestra Partners at the end of August 2021 to enable him to devote his efforts to Alexander West Capital.

Alan previously served as the CEO of ProQuest Company, a publicly traded technology company, and as CFO for Bell+Howell Company and for Tribune Publishing Company. He founded the Education and New Media division of Tribune Company in 1995 and led it until it’s sale to McGraw Hill in 2000. He has served on over twenty boards including public companies, private companies, venture capital backed companies and not-for-profit organizations.

Alan received an undergraduate degree in commerce and accounting from DePaul University and a master’s degree in management from Northwestern University Kellogg Graduate School of Management. He is an amateur musician playing the French horn and other brass instruments in orchestras, wind symphonies and other ensembles.

Marisol Angelini Independent Board Director

Marisol is an Independent Board Director with experiences in public, private and non-profit companies such as American Vanguard, Coca-Cola JV, Bush Brothers, and the National Association of Corporate Directors - Atlanta Chapter (NACD). She also belongs to the Endeavor Global Inc. and the Executive Coaching Connections networks, advising CEOs/C-Suite leaders of a broad variety of companies “scaling up” their businesses across many industries, and serving as an Advisory Board Member on some of those.

In 2018, Marisol retired from a 22-year global career at the Coca-Cola Company, where she held executive marketing and general management roles in different geographies across the world. Earlier professional experience includes Procter & Gamble and Macy’s.

Marisol holds a B.S. in Business Administration from Georgia State University and an M.B.A. from Mercer University in Georgia.

Lori Tauber Marcus Founder, Courtyard Connections, LLC Courtyard Connections

Lori Marcus serves as an independent board director for Fresh Del Monte Produce (NYSE: FDP) and 24 Hour Fitness. Prior she also served as a director to Golub Corporation (owner/operator of the Price Chopper/Market 32 chain of grocery stores), DDC (DNA Diagnostics Center), a leader in private DNA testing services, Phunware (NASDAQ: PHUN), a provider of software that powers mobile apps, and Talalay Global, a privately-owned manufacturer of premium bedding. She is also a board member for SHARE Cancer Support and The MMRF (Multiple Myeloma Research Foundation). Prior, Ms. Marcus had a 30+ year career in consumer goods marketing and general management. She was the interim Global CMO for Peloton Interactive, EVP, Chief Global Brand and Product Officer at Keurig Green Mountain and the SVP, Chief Marketing Officer of The Children’s Place Retail Stores. Prior to that, she spent 24 years with PepsiCo in marketing & general management positions, including Senior Vice President, Marketing Activation. In addition to her board director work, Ms. Marcus serves as a board advisor to early-stage direct-to-consumer, tech-enabled companies. She is a founding member of the Band of Sisters, along with (5) former PepsiCo colleagues, speaking frequently on diversity, equity and inclusion. She recently published a book entitled, “You Should Smile More; How to Dismantle Gender Bias in the Workplace”. She also serves as an executive coach to c-suite executives. Ms. Marcus earned her BS degree in Marketing from the Wharton School of Business at the University of Pennsylvania.

Joe Hurd Managing Partner, The Katama Group, LLC The Katama Group, LLC

Joe Hurd is a public and non-profit board director and early-stage investor. Currently, he is a Non-Executive Director of Trustpilot Group plc (LSE: TRST; Audit, Nominations, Trust & Transparency) and Hays plc (LSE: HAS; Audit, Nominations, Remuneration). Earlier, Joe was the Lead Independent Director of SilverBox Engaged Merger Corp I (Audit, Compensation) until its successful combination with Black Rifle Coffee Company in February, 2022 (NYSE: BRCC); and a Non-Executive Director of London-based GoCo Group plc (Remuneration, Nominations) from 2018 to 2021 when it was acquired by Future plc. As an operating executive, Joe is the Operating Partner at SOSV, LLC, a $1B early-stage venture fund, where he leads strategy and business development efforts for the fund’s life sciences, deep tech hardware and mobile portfolio companies. He is also a Venture Partner for Good Growth Capital, a female-led venture fund; and advises innovative Silicon Valley-based pre-seed and seed stage startups on go-to-market strategy, revenue models, and international expansion through The Katama Group, LLC, with a particular emphasis on diverse founders. Joe built his business career leading strategic business development, strategy and sales teams globally for Facebook, Gannett, and AOL/TimeWarner. During President Obama’s first term (2009-2012), he served as a senior political appointee in the U.S. Commerce Department, where he helped implement the National Export Initiative, a successful effort to double U.S. exports over five years. Active in his community, He is on the Board of Trustees for Menlo College (Development Committee), and the Computer History Museum (Audit Committee); and the American Swiss Foundation Board of Directors. Currently, he is a life member of the Council on Foreign Relations (Membership Committee, Co-Chair of the Diversity Subcommittee), the Trilateral Commission, and the National Association of Corporate Directors. Joe graduated from Harvard Law School (J.D.), Columbia University (Master of International Affairs), and Harvard College (A.B. cum laude, East Asian Studies / Government). He is a member of the New York Bar and a Solicitor of the Senior Courts of England and Wales. Married with one daughter (16), two sons (13 & 6) and one Cavachon (1), Joe enjoys running, traveling (50 states; 62 countries), and reading historical biographies.

Moderator 

Rick Williams Managing Director Williams Advisory Partners LLC

Rick Williams is Managing Director of Williams Advisory Partners, LLC. He has a breadth of experience as a company founder, board of director’s member, and management consultant. He has been board chair of a medical device company and a bank/VC firm. His board service is usually with technology companies in the B-to-B space including medical technology, software, and financial services.

Rick is a nationally and internationally published thought leader with a CEO and board of directors’ point of view. Rick’s soon to be published book entitled “Create the Future – for your company and yourself” is a “how to field guide” for leaders who want to think creatively about where to take their organization without paying a big consulting fee. He is a frequent speaker and program moderator.

Rick founded The Equity Company, Inc., an award-winning real estate investment and development company. He is past President of the Harvard Business School Association of Boston. He was a management consultant with the global consulting firm Arthur D. Little, Inc. Rick is a physics graduate of the University of Pennsylvania.

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