Lessons from the SVB/Recent Banking Turmoil

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

Overview

The focus will be an overview of recent events and practical implications for board members. We will specifically be looking at the questions board members should be asking -  with the outcome of making all boards stronger.

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Panelists

Menekse Gencer

Menekse Gencer is a  Fortune 100 Senior Executive delivering a global digital transformation strategy to improve customer experience, innovate product, drive growth, and mitigate risk.  She has thirty years of expertise as a senior executive at Wells Fargo, PayPal, and PwC and advising CEOs of private companies.  She brings strategic and operational leadership in digital transformation, go-to-market strategy, product strategy, customer success strategies, risk mitigation, and crisis management in North America and emerging markets.  Leveraging her strategic mindset and experiences with firms under regulatory action and crises, she excels at proactively identifying potential risks. She was named “One of 31 Women Strengthening the Connection between Finance & Technology,” by Silicon Republic.  She currently serves on the Board of Directors of FINRA Foundation and the Advisory Board of Darwinian CyberSecurity firm.

Ed Balasz Managing Director, Loan Originations CIT, a Division of First Citizen’s Bank

Ed currently works as a Managing Director – Loan Originations for CIT, a Division of First Citizen’s Bank and has over 35 years of experience in the commercial real estate industry; primarily on the finance side for various domestic and international financial institutions. This includes being a double alumnus of JP Morgan (12.5 years at Chase Manhattan Bank and 5+ years at Bear Stearns which are both now part of JPM) as well as spending 10+ years as the Western Region Manager for Eurohypo AG; a company originally owned by Deutsche Bank, Commerzbank and Dresdner Bank (Commerzbank later bought out the other two). Ed was credit trained at Chase Manhattan in NYC and then spent a year as an analyst for large corporate workouts/restructurings. However, the bulk of his career has been 100% dedicated
to the commercial industry. He is a tested veteran who has worn many hats throughout numerous economic cycles. This has included loan origination, loan restructuring, REO sales, loan sales, asset management, and a stint in loan/equity placement for CBRE from early 2017 to late 2018. It is safe to say Ed has been responsible for closing well over $15 B of commercial real estate transactions in his career.

Andrew Shapiro CEO Lawndale Capital Management

Andrew Shapiro is the CEO of Lawndale Capital Management and has employed a unique combination of governance, finance, investment, legal, IR, and turnaround/restructuring skills in managing Lawndale's activist/relational hedge funds over the past three decades. In addition to leading Lawndale, Mr. Shapiro has also personally served as Board Member, Officer, Advisor/Consultant to many corporate boards, debt and equity bankruptcy committees as well as non-profit boards.

Mr. Shapiro was selected to the NACD Directorship 100, a list of the most influential leaders in the boardroom and corporate governance community. He is a frequent instructor and speaker on corporate governance, fiduciary duty, and activist investing topics. In addition to being a Contributing Author to Seeking Alpha, Mr. Shapiro has received national recognition as the subject of feature articles, in Forbes, Barron’s, Institutional Investor, and a Business Week article that labeled him “The Gary Cooper of Governance.”

Mr. Shapiro is an NACD Board Leadership Fellow and also has a Certificate in Private Company Governance from the Private Directors Association and, via Lawndale, is an Associate Member of the Council of Institutional Investors (CII) where he is a member of its Corporate Governance Advisory Council.

In addition to actively engaging with the boards of Lawndale’s portfolio companies, Mr. Shapiro is presently serving as a board advisor to early-stage start-ups, VideoXRM and Miravel, and serves on or advises the boards of several non-profits. Mr. Shapiro’s most recent public company board role, of the many he has engaged in, was as Chairman of the Official Equity Committee in the Premier Exhibitions/RMS Titanic bankruptcy reorganization.

Moderator

Tamara Garcon President, Private Directors Association - San Francisco Chapter National Board Member, PDA

Tamara is the President of the Private Directors Association, San Francisco Chapter as well as a National Board member of PDA. 

She is a highly-skilled tech-savvy executive with experience in strategy, process improvement, technology selection and deployment, and global project management for a $26B revenue company. In-depth executive experience identifying and resolving complex (strategy, operations, tax, transfer pricing (TP), supply chain, and valuation) issues facing firms in technology, media, and consumer products industries. Using Lean Six Sigma principles, provide strategic change management guidance to streamline inefficient processes, harmonize diverse points of view, and provide meaningful ROI to clients. 

Serves on the How Women Lead Silicon Valley Advisory Board to elevate women's leadership success across industries and promote gender diversity on corporate boards. Founding LP for How Women Invest, a venture fund comprised of 90 percent female (and 54 percent WOC) investors, which invests in female-founded enterprises.

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