Career Development, Conference / Seminar, Virtual Events & Programming

How to Join a Board of Directors

March 30, 2023 | 5:30 PM - 9:00 PM

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Overview

Co-Hosted by: CFA Society New York & NACD

Join us for an in-depth conversation with seasoned directors on how to join a board. Whether you are looking for to join a nonprofit, public or private company or a PE portfolio company board, we will walk through the whole process of getting on a board’s radar, preparing for your first interview and first board meeting.

Agenda

5:30 PM | REGISTRATION 

6:00 PM | WELCOMING REMARKS

Peter Gleason, President and CEO, NACD

6:05 PM | PANEL SESSION INTRODUCTION
Introduction to event by Andrew Auslander, CFA, FRM, NACD.DC, Treasurer of CFA Society New York

6:15 PM |  PANEL SESSION

Moderator

Frank Jaehnert, NACD.DC, Member of the Board of Directors, Nordson Corporation, Itron Inc, National Materials L.P.

Panelists

David E. Ourlicht, Managing Director, GAMCO Asset Management, Board Member, Merchants Mutual Insurance Group

Anouk Pappers, CEO, Signitt

Kathleen Tamayo, Consultant & Head of North American Board Operations, Spencer Stuart

Kim Wales, NACD D.C, Chief Executive Officer, CrowdBureau Corporation

7:45 PM | Q&A

7:55 PM | CLOSING REMARKS

Tom Brigandi, CFA, NACD.DC, Managing Director, RisCura, Chair – Board of Directors, CFA Society New York; Founder, CFA Society New York Asset Owner Series

8:00 PM | NETWORKING RECEPTION 

Additional Details

Learning Outcomes

  • Learn about board positions
  • Learn about requirements for joining a board
  • How to prepare for joining a board
The CFA Society New York would kindly like to thank The National Association of Corporate Directors (NACD) for co-hosting this event

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFA Society New York.

CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to cfanyevents@cfany.org.

More

CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.