Private Company Board Crisis: coronavirus COVID-19Minimize Risk, Reduce Financial Impacts while Preparing for the Worst
Please NOTE: PDA Boston is Responding to the Coronavirus.Our Originally Scheduled Program has Changed to an Online Meeting. We are executing Plan "V" for Virtual.
Event 10 Overview
When: March 25th, 2020| 5:30 pm – 7:30 pm|
Where: Your Computer/Phone – Video Conference
Pricing: Due to CV-19, This One Event is Free for All Attendees
Hear the Secrets, Stories, & Best Practices from Four Board Directors.
Board members of privately held companies are wondering how they should respond to the
Coronavirus crisis. Our panel discussion will feature four board leaders to address the following questions:
- Assessing the Impact Now and In the Future – Learning from the Past.
- What role does the Board play in helping the CEO and the leadership team navigate the Coronavirus crisis?
- What shareholder and investor concerns should the Board be addressing during this period?
- How can Boards interact effectively at a time of restricted travel and limited in-person meetings?
- Can We Create Opportunity from this Crisis?
As we all know, there are no right answers to these questions at this stage. The panel will discuss these issues to surface some of the issues and possible solutions. The session will then be turned over to the attendees for a question and answer period.
Prepare to Ask the Experts Your Theories or Questions!
Seating is Limited!
Who Is This For?
- Board Director & Chairs
- Emerging Board Directors
- ESOP Executives and Leaders
- Family Office Professionals
- Family Board Members
- PE/VC Operators
- CEO’s and Owners
- C-Suite Executives
- Shareholder Representatives
What Will You Hear?
- What Is Being Affected Now
- What impact is expected over the next six months
- What unusual steps are being taken and why?
- What surprises are occurring?
Agenda for the Event
- Family Office Room
- PE/VC Owned Firms
- Owners Room
- C-Suite Challenges
6:30-7:30 PM Panel Presentation
7:30 – 7:50PM Breakout Rooms – Panelists
8:00 PM – Meeting Adjourn
In this moderated Panel, you may be able to ask your questions directly of these exceptional leaders. Afterwards, we will move into smaller, Breakout Rooms where a small group can interact with each other directly. So, be prepared.
Private Company Board Director Panelists
President & CEO at Katahdin Industries; President Precision Coating; Chairman of Southworth International. ... see more
Repositions mid to late stage manufacturing businesses in the specialty chemical and materials field to enhance growth and profitability.
Specialties: Business leadership, Mergers & acquisitions, Industrial marketing, Operations restructuring, Business development, New technology assessment, Organization change management and alignment, International ventures and expansion.
Caleb E. White
Founder, PDA Boston
Board Chairman, CEO, Philanthropist, CFAR ... see more
Caleb E. White, Principal of CFAR, specializes in the complex strategic and operational issues facing today’s organizations. He draws on his experience as a high impact leader in both privately-held and large public companies, at different stages of development and across multiple industries. Caleb led his sixth-generation family business, Ensign-Bickford Industries, Inc., as they reinvented their portfolio of businesses for the next Century. Caleb brings both personal and professional insight to leadership and governance dilemmas facing clients.
As a member of CFAR’s Owner-Led business practice, Caleb’s work is driven by an ability to create strategic value: identifying investment/acquisition opportunities, strong P&L acumen, and dedication to building a culture of operational excellence. From his experience in his family’s business, he is also particularly attuned to high stakes shareholder issues and complex multi-generational family business dynamics.
Caleb E. White
Founder, PDA Boston
CEO, Founder, Board Member, Trusted Advisor... see more
Ken is the Managing Partner of Marlborough Street Partners, a team of senior operating executives that work with private equity and venture backed companies. He is currently Executive Chairman of Centage Corporation where he recently served as interim CEO. Previously he was Chairman, co-founder and CEO of Extraprise/QuickPivot, Chairman and CEO of Correlsense, Chairman and CEO of Carbonflow, President and COO of Giga Information Group, and CEO of Object Design (a #1 company in the Inc.500). Mr. Marshall was also a group vice president at Oracle Corporation and was the founder of Oracle’s consulting services business. He has served as an independent Director of several technology companies including; Actuate Corp., Streambase Systems, Current Analysis and Visix Software. He has a B.A. from Northeastern University and an M.A. from Boston College.
Board Director, Management Advisor, C-Suite Exec ...see more
Current clients are predominantly high tech and health care companies looking to develop new markets based on cutting edge technology and unique customer insights. Combining American and East Asian investors in partnerships is a focus as well.
Doug has authored several articles, including the white paper “The Company One Keeps” about using strategic partnerships to spur corporate innovation and a featured Business Week article, “Your Success Depends on your Talent”. I regularly author a blog about interesting innovation management practices.
In addition to his work as an advisor, strategist and consultant, he has held senior executive positions at Lotus Development, Next Era/Planning technologies and Cambridge Management Consulting. Doug is also actively involved with issues of corporate governance. I have been a member of the Board of Directors of two NASDAQ companies: Centra Software and Saba Software and am currently a member of the National Association of Corporate Directors (NACD).
- Organizational design and implementation
- Strategic partnership alliance relationship development and execution
- Corporate strategy development
- Business valuation
- Marketing a business’ assets to its industry parnters
- Negotiating asset sales
David A. Rosen
Chairman & Founder, PDA Boston
Board Director, Entrepreneur, Angel Investor, Management Advisor, C-Suite Exec ...see more
David’s business experience includes direct involvement in >40 M&A transactions, more than 10 Joint Ventures, along with other forms of Innovation Models such as license arrangements, startup businesses, partnerships, and business dispositions. He has worked directly with more than 50% of the Tech 250 and led hundreds of strategic management assignments which lead to his M&A follow-up.
David A. Rosen
RSVP NOW! and Reserve Your Seats
Thanks to our sponsors for making our evening enjoyable, interesting and educational.