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Description: BOARD OF DIRECTORS BOOT CAMP 2021
Episode #3: The Effective Board
May 20, 2021 at 1:00 PM CST
Running a productive and energized board meeting takes time and effort. Harnessing the expertise of board members while meeting the needs of the company is a balance that must be continually recalibrated by the board and company leadership. In this session, we will cover the process to achieve effective board practices ranging from board meeting formulation and preparation, board meeting execution and facilitation, and post-board meeting follow-up. The social aspects of a board will also be discussed – how to create engagement, teamwork, and camaraderie among board members to maximize their contribution. With boards charged with a company’s most important strategic matters, no company can afford to waste valuable meeting time.
This webinar is delivered in Plain English, understandable to you even if you do not have a background in the subject. It brings you into an engaging, even sometimes humorous, conversation designed to entertain as it teaches. And, it is specifically designed to be viewed as a stand-alone webinar, meaning that you do not have to view the other webinars in the series to get a lot out of it.
Speaker Information
Moderator:
Mark Trembacki, Principal, Risk Management Levers, Inc.
As Managing Principal of Risk Management Levers, Mark Trembacki provides organizations with practical value-added solutions in strategy development and execution, enterprise risk management, acquisition integration and governance. He teaches Enterprise Risk Management in the Masters of Finance program at the University of Illinois, Urbana-Champaign. Mark enjoyed a diverse career at BMO Financial Group, holding a variety of executive risk management and business leadership roles.
Mark graduated from the University of Illinois, earned an MBA in Finance from The University of Chicago Booth School of Business, and is a CPA. He earned a Cyber Security Management Graduate Certificate from the University of Virginia and is recognized as a National Association of Corporate Directors (NACD) Governance Fellow. Mark serves as Board Chair of the DuPage Children’s Museum and Treasurer of the Chicago History Museum.
Speaker #1
Bruce Werner, Managing Director, Kona Advisors LLC
Bruce Werner is the Managing Director of Kona Advisors LLC and served as an outside director on private company boards for the last three decades. Kona Advisors LLC provides advisory services to the owners, investors and CEOs of private and family-owned businesses. With deep experience in governance, succession planning, finance, strategy and management issues, Kona Advisors brings a broad perspective to developing solutions for its clients.
Speaker #2
Pankaj Amin, Managing Director, SC Ventures
In his extensive work as a CEO, private equity advisor and corporate Board member, Pankaj brings more than 25 years of leadership and operational experience in the healthcare, telecommunications, financial services and business service sectors. Pankaj is a thoughtful, insightful and intellectually curious advisor who has a solid grasp on process as much as product.
Pankaj currently serves as a board member of MUBIC, a makeup joint venture launched by Intercos, a 6000-person global makeup manufacturer headquartered in Italy and portfolio company of private equity firm L Catterton. Pankaj brings financial oversight, growth strategy, and consumer products experience to the company’s board. Pankaj also currently serves as a board member of Enzo Bevande, a beverage company that is bringing popular European products to the mass market in the United States. Pankaj represents the interests of two European investors.
Pankaj is Founder and a Managing Director at SC Ventures. The firm serves as investors, management executives, and board advisors to companies in need of renewal and growth strategies. For over 18 years, the firm brings insight into culture and process as it transforms businesses and effects operational revitalization. Pankaj’s activities at SC Ventures include being retained by boards to serve as Interim CEO or President of companies in distress. Most recently, Pankaj was retained by the board of Patient Planning Services, a healthcare program company, to lead an operational turnaround, identify growth in new product categories, and select the permanent CEO. Pankaj has also been an advisor to boards on strategic execution. For example, Pankaj was retained by the Board and a large shareholder of Sellas Life Sciences Group (NASDAQ: SLS), a clinical stage drug development company, to lead operational processes during the company’s reverse merger, assemble the public company Board of Directors, and hire a CFO, General Counsel, and investor relations firm. Finally, Pankaj has served private equity clients in operating roles. For example, Pankaj was retained by a private equity firm to serve as a consultant to the United States Army, to execute its merger of a $3.5B program of record with similarly sized United States Navy program.
SC Ventures began as a search fund, where Pankaj was an investor and a manager as CEO of Affinitel, a telecommunications company headquartered in San Francisco with several thousand business customers. Pankaj acquired the company, led its operations for 8 years and delivered in the first 24 months 100% revenue growth and over 200% cash flow growth, paying off debt 3.5 years ahead of schedule.
Prior to SC Ventures, in 2000 and 2001, Pankaj worked at Model N (NYSE: MODN), an enterprise software company funded by Accel-KKR that went public in March 2013. Pankaj began his career in equity research at Goldman Sachs and in the telecommunications and electronics strategy group at Booz-Allen & Hamilton.
Pankaj is currently President of the New York chapter of the Turnaround Management Association, a professional association for the restructuring industry. From 2016 to 2019, Pankaj served on the national board and research institute advisory board of the Cancer Support Community, an international non-profit entity dedicated to providing support, education, and hope to people affected by cancer. Since 2012, Pankaj has been an adjunct professor in the MBA program at Rutgers Business School in New Jersey. From 2001 – 2008, Pankaj served, most recently as President, on the board of the San Francisco Community Television Corporation.
Pankaj has been featured in The Wall Street Journal, The Corporate Board, Axial, Harvard Magazine, and the Journal of Corporate Renewal. Pankaj graduated cum laude from Princeton University with a Bachelor of Science degree in electrical engineering and earned a Master of Business Administration from Harvard Business School.
Speaker #3
Jeremy Waitzman, Partner, Sugar Felsenthal Grais & Helsinger LLP
Jeremy Waitzman advises his clients on significant transactions and operational issues in their
businesses. Described by clients as “an essential business advisor” and “a partner in the success of my business,” Jeremy has substantial experience representing businesses of all types and sizes from inception, guiding them through significant growth, and often through ownership’s exit. His clients include privately-held middle market and emerging growth companies, family offices/funds, investors, C-level executives, boards of directors, family-owned businesses and entrepreneurs.
Jeremy counsels clients in the areas of corporate law, mergers & acquisitions, private placements, general contract law and often acts as outside general counsel for his clients. Jeremy represents individuals, closely held businesses, start-up companies and serves as outside counsel to several large corporations. His work with companies often includes strategies for creation of enterprise value.
A big firm-trained corporate and M&A deal attorney, his experience is transactions-intensive and includes work involving business and capital structure, mergers and acquisitions, indemnification, private equity and venture capital, private placements and securities offerings, investor rights and preferences, licensing and subscription agreements, intellectual property protection, customer agreements and T&C’s, joint ventures, distribution and supply, executive employment, management equity and incentive compensation, corporate governance including board and advisory boards, and corporate contracts and agreements including enforcement. Jeremy has been included in various panels and lectured on topics related to corporate law, venture & angel financing and mergers & acquisitions.
Industry sector experience includes software, healthcare, specialty chemicals, mobile, IT, eCommerce, transportation, insurance, marketing and public relations, construction, auto body, specialty consumer, real estate, manufacturing, distribution and tech-enabled services.
Prior to law school, Jeremy worked at a Fortune 500 company where he gained invaluable insight into the operations of large business.
 | | Practice Areas: | | Business Organizations & Contracts, Corporate & Securities, Corporate Governance | | | Online Media Type: | | Audio | | | Production Date: | | 05/20/2021 | | | Level: | | Intermediate | | | Category: | | Standard | | | Duration: | | 1 Hours, 1 Minutes | | | Online Format: | | On Demand | | | Course Type: | | Public |
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| | • | Mark Trembacki - Risk Management Levers, Inc., Chicago | | • | Pankaj Amin - Managing Director, SC Ventures | | • | Jeremy Waitzman - Sugar Felsenthal Grais & Hammer, Chicago | | • | Bruce Werner - Managing Director, Kona Advisors LLC |
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