PDA Program Schedule

Roundtables, Moderated Panels, Single Speaker and Topic Clusters

Speakers & Panels

October 27, 2020
12:00 PM EST – 1:45 PM EST

Overview: Authentic Inclusion must be elevated to the Board level to ensure that systemic change and transformation can take place.  In this Panel/Webinar we will dive into Inclusion from the perspective of  Digital Transformation, Psychological underpinnings of bias, and hear from active Board members on how they are thinking about and approaching this topic as well as what implementation plans they have today.

Value to Audience: Addressing current events that require Board attention & action. Attendees will be challenged on their current thinking. With this organic understanding the audience will be motivated to move from talking to authentic action toward Inclusion as a Business Imperative and not a check box exercise.

Key Takeaways:

  • The Board must believe deeply that diversity brings different perspectives to the innovation process – driving better results, profits, happier customers and employees, and enhancing the human capital experience.
  • Board members need to have a conscious awareness that D&I must be not just discussed but enacted.
  • The board must drive the coupling of message & action through all aspects of the business.
  • The audience will have new understanding where implementation gets stuck and how to address it as a Board Member


Event Details



Register Here

Sept. 29, 2020
05:00 PM EST

We will explore the area of Family Business Board membership. Like most professionally run boards, membership is critical to the success of the organization. Family Businesses are no different. Where it is different, is in the complexity of selecting the right board members and managing the dynamics of the family at the same time. David Karofsky, Principal with The Family Business Consulting Group and Caleb White, Principal with CFAR will run an interactive session exploring these concepts and facilitating breakout groups to dive deep into the world of Family Business Board membership.


Board Meeting
June 29, 2020
12:30 PM EST

The economic fallout of the COVID-19 pandemic has quickly repositioned many previously financially-strong companies to the verge of insolvency. How does a Board pivot in this environment?  What questions should the Board be asking the CEO that will uncover the realities being faced?

Managing through periods of financial distress are among the most difficult situations a Board and Leadership Team face.  If you’re unsure about where your company’s liquidity stands, or suspect your firm is closer to financial distress than desired, and you want to avoid reaching the “zone of insolvency,” then don’t miss this event.


April 29, 2020
7:30 PM EST
“Succession Planning During Crisis – What Changes Now?”

Learn More about Succession Planning During Crisis.  A Continuation of the Board Governance During Crisis Series from the PDA Boston.


May 24, 2020
11:00 AM – 12:30 pm
Look for Our Member Coffee Time Programs

PDA Boston is planning to introduce Coffee Time Affinity Conversations.  We will start programs for members to connect and enage with other members on topics of interest.  Programs will be based on the member driven agenda in areas such as:  ESOPs, Family, Owner/Founder Lead, Venture/PE Owned, and Large Partnership Business Models of Private Companies.  Sub-topics will be coming from a member research in areas such as:

  • Board Diversity
  • Corporate Integrity (ESG and Sustainability)
  • Board Psychology
  • Board Best Practices – Raising Outcomes
  • Emerging Board Members Flight Paths: Raising Visibility and Caliber
  • Others?

Your feedback would be greatly appreciated.


June 25 , 2020
12:30 PM EST
Board Governance During Crisis Series:  Program 3

Look for updates coming in May…


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