Succession Planning - A Board Imperative

Overview

Hosted by Pearson Partners International, we will enjoy time for networking and a discussion with a panel of experts as we discuss the Board’s oversight role of CEO and senior leadership succession planning. Directors have a fiduciary duty to protect the company through careful well thought out succession planning. Whether you are an Owner, C-Suite Executive, Board member or aspiring board member, you do not want to miss this event!

Parking

Surface and garage parking available

Registration

$00 Member Registration
$35 Non-Member Registration

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Thank you to our National Sponsors!

Thank you to our Chapter Sponsors!

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BRONZE SPONSOR

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Panelists

Susan is an accomplished business leader known for helping management teams with developing and executing financial strategies and business plans that drive revenue, increase profits, and support company growth. Susan has served on the boards of public and private companies including private equity, ESOP owned companies and she has experience working with Fortune 500 and mid-cap public and private companies as well as start-ups. She has expertise in analyzing business opportunities, implementing growth strategies, and navigating companies through significant change and is a dynamic leader skilled in building and motivating teams and partnering to achieve effective results.

Susan has a BBA from The University of Texas at Austin and is a member of Private Directors Association and NACD.

For over 30 years Ralph has been an operating executive and management advisor and has served on numerous private company boards as well as multiple non-profit boards. His private company board experience includes founder owned and private equity portfolio companies. His background crosses a variety of industries and functional areas of expertise. He currently serves on the boards of Paranet, LLC and Sheringham Corporation.

Ralph has an MBA from Darden Graduate School at the University of Virginia and a Bachelor of Science degree in Agri-Business from Sam Houston State University. He was also named Plano “Citizen of the Year” in 2003 by the Plano Chamber of Commerce. 

Julie is an experienced board director and board chair for public and private enterprises, including Fortune 1, private equity, startups, and turn-around businesses worldwide. She has built leading global brands and teams for both startups and the world's largest companies, is experienced with AI, IoT and data science that adds value for customers, investors and shareholders, and is proficient in leading digital transformations, helping businesses tap new markets, accelerate and scale.

Moderator

Renee is a strategic, creative problem solver focused on executive search and board service. She is a creative, strategic thinker helping clients recruit and develop leaders. As an executive search consultant, she solves people problems – finding the right talent to help a business execute its strategy. She thinks strategically about client work to discern where to find leaders who will positively impact her client’s business.

Beyond her role or industry, she keenly focused on ensuring the executives she presents are well suited for the client’s strategic goals, upcoming trends, business arch and life cycle. As Pearson Partners works across industries, functional roles, and organization types, she looks for connections outside the obvious.
Renee is a graduate of Trinity University.

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