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Positive Interactions with Board of Directors and Audit Committee Members

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In our roles as financial professionals, we are likely to have contact with the Company’s Board of Directors, and directly with the Audit Committee. On occasion, we will have to communicate negative results or challenging issues. During these occasions, we want these interactions to be positive, as well as have these interactions lead us to strengthen our networks for future growth. In this session, we will learn the best practices from an experienced panel on how to enable positive interactions.

Learning Objectives:

  • Providing Board of Directors with actionable information to make decisions
  • Building positive relationships with the Board of Directors and the Audit Committee
  • Best practices for communicating with the Board of Directors
  • Handling difficult situations

Panelists:

Catriona Fallon is a board member of Cray, Inc. Most recently, she was SVP and GM of Itron Networked Solutions, Inc. She previously held CFO positions at Silver Spring Networks and Marin Software. Prior to joining Marin Software, she held several senior executive positions at Cognizant Technology Solutions, and HP. She has also been a Wall Street analyst and a strategic consultant at McKinsey.

Brian Kinion is currently CFO of Upwork with more than 25 years of experience leading finance organizations during periods of high growth and previously held finance leadership roles at Marketo and SuccessFactors (acquired by SAP). He is also on the Board of Directors of Marin Software, Inc. and serves as their Audit Committee Chair.

Lisa Lee is the VP of Audit at Alphabet/Google where she established the Sarbanes-Oxley compliance program and the internal audit function. She has 25 years of auditing, finance, and systems implementation experience. Prior to joining Google, she worked for OpenTV, Cisco Systems, SAP, and KPMG.

Ken Ludlum has extensive experience as a CFO, an independent board member and Audit Committee Chair of public traded companies. Currently, Ken serves on the board and as a member of the Audit Committee of Personalis, Inc. and Audit Committee Chair and Compensation Committee Chair of Natus Medical (a NASDAQ listed medical equipment company).

Moderator:

Janet S. Wong is an independent Board Director and Audit Committee Chairman of Enviva Partners (NYSE: EVA), one the world’s largest manufacturers of a clean energy alternative. She is an Advisory Board member of BigControls, a cloud-based software company. Janet is a CPA and a partner (retired) with KPMG where she spent twenty years of her career based in the Silicon Valley and San Francisco offices as a national practice leader and global lead partner. She volunteers as an Executive Advisor to Ascend, the largest non-profit Pan-Asian organization for business professionals in North America. Her responsibilities include leading Ascend Pinnacle, the largest network of experienced Asian American Corporate Directors. Janet serves as a Trustee for the Computer History Museum.

 

Event Details:

4:00 pm – 5:30 pm
Tuesday, February 12th

Members and Partners:  Free (included in membership)
Non-Members: $15.00 online or $20.00 at the door

Please note, if you plan to attend the dinner following this event, you must register separately for it.

Meal Type

Pre-Dinner

 

CPE Credits

One and a half (1.5) CPE credits available. Field of Study: Personal Development

FEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.learningmarket.org.

 

Tickets

Registration is closed, please contact Micky at micky.robledo@feisv.org for questions.