Cutting Edge Board Governance Insights from PRISM

Overview

Amp up your local network and keep on the leading edge of Board Governance topics by joining this gathering at Croixstone's uptown offices. Croixstone, our chapter Bronze sponsor, is once again hosting us, along with their key clients, for beer, wine and light snacks. Chapter members who attended the PDA's National Prism Conference will share their key take-aways in a short, informal panel discussion focused on what's new in Board Governance.

Registration 

$20 Member (Includes one Guest at no charge. Please use code "MemberGuest".)
$35 Non-Member

Register

Moderator

Mark Weber is the co-founder and Managing Partner of Croixstone Consulting, a Charlotte-based professional services firm that provides management consulting, interim leadership and executive search services to clients across the USA. In his role as a Partner with the Charlotte Affiliate of Social Venture Partners Charlotte (SVP), Mark provides board training to nonprofit boards and leaders across the Charlotte region. Mark has served on the boards of SVP (as a member) and ourBRIDGE for KIDS (as Board Chair and as a member of the marketing committee).

Speakers

A finance professional with senior banking experience in the small-to-mid-to-large capitalization industrial sector.

Strengths include extensive experience in corporate finance, public/private debt capital raising for issuing clients, optimal capital structure analysis, liquidity/capital management, hedging rates/FX/commodity risk exposures, trade/supply chain finance, credit risk origination/management, leading syndicated bank credit facilities, treasury management, international banking requirements. He is a former Senior Corporate Banker/Managing Director for Bank of America Merrill Lynch in the Global Corporate and Investment Bank, Global Industrials Group developing deep client banking relationships for over 15 years.  Mike is an expert legal witness with SEDA Experts, an elite expert witness firm specializing in Financial Services.

Mike currently serves as on the advisory Board of Quartix Finance, Inc, an early stage, FinTech provider of Supply Chain Finance services to middle market sized companies.  He also serves on the fiduciary Board of HUB Corporation, a privately held, metals fabrication company serving large industrial companies with high tolerance, precision machined parts.

Brian currently serves as COO of Greenbridge and on the board of Evergreen, Greenbridge and OMStrap, one of Greenbrige’s European investments, and also serves in an advisory capacity concerning M&A, due diligence and operations.  Brian previously worked for Polychem, LLC from 1998 to 2019 and served on its board throughout this period.    In 2003, Brian became President of Polychem’s consumables and systems business and was promoted to CEO and President in 2008 including its Evergreen Recycling Division.  During his tenure at Polychem, he and the management team transformed via strategic investments and acquisitions from a consumables only plastic strapping manufacturer to a securement packaging solutions company that manufactures or owns 95% of the products it sells.  Polychem Corporation was acquired by The Sterling Group in 2019 and lead the management team though this strategic process to a successful outcome.  Prior to Polychem Brian performed acquisitions for a small group of regional equity investors, worked as a management consultant for Deloitte &Touche, and was a electronic control systems engineer for Pratt & Whitney for various military aircraft programs.  Brian received his B.S.E.E. from the Ohio State University and an M.B.A. from the Tepper School of Business at Carnegie Mellon University.

Charlie Leichtweis is the founder of Experts in How LLC, a business consultancy focused on family businesses helping them create a successful legacy. For more than 40 years, he’s been helping family businesses as a C suite executive, advisor, and board member. He’s the author of two books, The Power of Respect in Business, and The Power of Legacy. He has served on more than a dozen Board of Directors for family businesses in a number of roles including Board Chair, Governance Committee Chair, Nominating Committee Chair, Audit Committee member, and Strategy Committee Lead.

I am an ICF (PCC) accredited and Board Certified (BCC) coach. As a developmental psychologist, I maintain certification in the assessments customarily used in executive selection and development. As the former head of Executive Development at multinational organizations, I am a skilled designer of intimate board meetings, large global offsite meetings, and educational experiences for sophisticated learners. I enjoy working with elite executives who want feedback but find it in short supply at their level.

Thank you to our National Sponsors!

Thank you to our Event Sponsor and Chapter Sponsor!

Thank you to our Chapter Sponsors!

GOLD SPONSOR

BRONZE SPONSORS