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2024 Spring BRI Core SCHEDULE

Location: KPMG Boston, Two Financial Center 60 South Street, 2nd Floor, Boston, MA 02111


8:00 AM - 6:00 PM

BRI Registration



8:00 AM - 8:45 AM

Joint Breakfast and Networking
8:35 AM
Host Remarks
Susan Angele, Senior Advisor, KPMG Board Leadership Center, KPMG US
LCDEF Board Member and Programs Committee Chair

8:40 AM
CEO Remarks
Ozzie Gromada Meza, President & CEO, LCDA and LCDEF



9:00 AM - 10:00 AM

Corporate Boards 101: Board Fundamentals
Session will focus on providing participants with an overview of the fundamentals of corporate board service. Participants will also learn how to understand and navigate a board’s culture while leveraging their Latino superpower as directors.

Lead Speaker:
Kim Casiano,
Director, Ford Motor Company (NYSE: F); Mutual of America Financial Group; Federal Home Loan Bank of Atlanta; Mead Johnson Nutrition - Acquired by Reckitt Benckiser Group (2017) (formerly)

Speakers:
F. Daniel Siciliano, LCDEF Board Member; Director, Vice Chairman, Federal Home Loan Bank of San Francisco
Evan Epstein, Executive Director, Center for Business Law, UC Law San Francisco



10:15 AM - 11:15 AM

Navigating the Shift from Operational Management to Strategic Oversight
Session will focus on providing participants an overview of the difference between succeeding as a senior executive and succeeding as a board director. Concrete advice will be provided on the soft skills needed to be an effective director from decorum, to how to show up, and when to ask more discerning questions.

Lead Speaker:

Victor Arias
, LCDA Board Member, Managing Director, Diversified Search Group; Fmr Director, Popeyes Louisiana Kitchen, Inc; Edioma

Speakers:
Odilon Almeida
, Former President and CEO, ACI Worldwide; Director, Millicom International SA (NASDAQ: TIGO); ACI Worldwide (NASDAQ: ACIW) (formerly)
Emma Rodriguez-Ayala
, EVP and Chief Administrative Officer, Ariel Investments; Director, First Bank Chicago
Alice Rodriguez
, Fmr Senior Advisor/ Managing Director, JPMorgan Chase; Director, Oncor Electric LLC



11:30 AM - 12:30 PM

Stewardship in the Boardroom: Fulfilling Director Duties
Experts will discuss and provide best practices on the duties and responsibilities of a Director and how they can navigate the personal challenges and risks that can come with it.

Lead Speaker:
Beto Pallares, Founder and Managing Director, Joseph Advisory Services; Director, Exagen Inc.

Speakers:
Juan Figuereo
, Former EVP & CFO, Revlon; Director, Deckers Outdoor Corporation (NYSE: DECK); Diversey Holdings (NASDAQ: DSEY); Mass Luminosity Inc. (private); Western Alliance Bancorp (NYSE: WAL)
Maria Lensing
, Chief Strategy and Transformation Officer, Walgreens Boots Alliance; Director, Sorenson Communications
Linda Griego
, Fmr Deputy Mayor, City of Los Angeles; Director, Paramount Global (NASDAQ: PARA)



12:45 PM - 1:45 PM

Joint Lunch

Speaker for Fireside Chat:
Michelle Caruso-Cabrera
, CEO, MCC Productions; Director, Wendys Co (NASDAQ: WE) (Finance, Communication, Media; she is a news anchor and will have tons to share about her story, politics, the election, what it means for boards, etc.)

Moderator:
Elizabeth Oliver-Farrow, Chair, LCDA; Director, Hispanic Communications Network LLC



1:45 PM - 2:00 PM

March BRI Group Photo



2:15 PM - 3:45 PM

Elevate Your Toolkit: Refining Your Board Value Proposition
Participants will learn about the importance of developing a board-facing profile (board resume and bio) that communicates the value proposition they bring to a board. Developing their elevator pitch and refining it to tell their story is also key to making the case for why their value proposition is an asset to the boardroom. This session includes a hands-on exercise.

Co-Facilitator:
Adriana Azuri
, Founder & CEO, Azuri Group

Co-Facilitator:
Julie C. Norris
, Senior Client Partner, Korn Ferry



4:00 PM - 5:30 PM

Practice Your Board Value Proposition
LCDEF leadership will ask participants to practice presenting their value proposition (board pitch) and receive valuable feedback.

Co-Facilitator:
Ana Dutra, Co-Chair, LCDEF; Director, Carparts.com; Amyris; Pembina Pipeline



6:00 PM - 8:00 PM

Joint BRI Reception

LCDA-LCDEF Leadership
Ozzie Gromada Meza, President & CEO, LCDA and LCDEF
Elizabeth Oliver-Farrow, Chair, LCDA; Director, Hispanic Communications Network LLC
Ana Dutra, Co-Chair, LCDEF; Director, Carparts.com; Amyris; Pembina Pipeline

Host Remarks
John Capone, Managing Partner, KPMG Boston




8:00 AM - 12:00 PM

BRI Registration



8:00 AM - 9:30 AM

Joint Breakfast & Coaching Circles



9:45 AM - 10:00 AM

Mock Board Meetings: A Case Study on the Activist Investor
Corporate governance experts and scholars will facilitate a case study and explore what having an activist investor in a boardroom looks like, what it means for the board and what directors should do about it.

Co-Facilitators: 
Susan Angele
, LCDEF Board Member and Programs Committee Chair; Senior Advisor, KPMG Board Leadership Center, KPMG US

Evan Epstein, Executive Director, Center for Business Law, UC Law San Francisco



10:00 AM - 11:00 AM

Group Breakouts



11:00 AM - 11:30 AM

Group Debrief



11:45 AM - 12:45 PM

Learning from the Activist Investor Playbook
Corporate governance experts will explore navigating investor activism. What do directors need to do to avoid having their companies be the target of activist investors, and, if they are a target, how they can build a game plan that is in the best interest of the company and shareholders. The session will also discuss the pros and cons of being an activist appointment director.

Co-Facilitators:
Lawrence Elbaum, Partner and Co-Head of Shareholder Activism Practice, Vinson & Elkins 

Desi Baca, Shareholder Activism Practice, Vinson & Elkins 

Jessica McDougall,  Partner and Chair of Corporate Governance & Shareholder Engagement, Longacre SquarePartner



1:00 PM - 2:00 PM

Joint Lunch and Closing Ceremony

1:00 PM
Host Remarks
Susan Angele, LCDEF Board Member and Programs Committee Chair; Senior Advisor, KPMG Board Leadership

1:05 PM
BRI Remarks
Carmen Joge, Vice President, Programs & Operations, LCDA and LCDEF

1:15 PM
BRI Certificates
Group Photo of 2024 March BRI Certified Members




For more information on the BRI, click HERE.