2024 Spring BRI Core SCHEDULE

Joint Breakfast and Networking

8:00 AM
Welcome Remarks
Elizabeth Oliver-Farrow, Chair, LCDA; Director, Hispanic Communications Network LLC
8:35 AM
Host Remarks
Susan Angele, Senior Advisor, KPMG Board Leadership Center, KPMG US; Director and Programs Committee Chair, LCDEF

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

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:
Kimberly Casiano,
Director, Ford Motor Company; 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, Co-Founder & CEO, Nikkl, Inc.; Director, Chairman, Federal Home Loan Bank of San Francisco; LCDEF
Evan Epstein, Executive Director, Center for Business Law, UC Law San Francisco

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, Managing Director, Diversified Search Group; Fmr Director, Popeyes Louisiana Kitchen, Inc; Edioma; LCDA

Speakers:
Odilon Almeida,Jr., Managing Principal, AJ. Holdings Co; Director, NCR Atleos, Votorantim Bank (BV)
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

Joint Lunch

Speaker for Fireside Chat:
Michelle Caruso-Cabrera, CEO, MCC Productions; Director, Wendys Co (NASDAQ: WE)

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

BRI Group Photo

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, The Azuri Group

Co-Facilitator:
Timothy Holt Jr., Partner- CEO and Board Recruitment, Heidrick & Struggles

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

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

Joint BRI Reception

Location: Davio's Northern Italian Steakhouse | Boston Seaport, 26 Fan Pier, Boston, MA 02210

LCDA-LCDEF Remarks
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

BRI Registration

Joint Breakfast & Coaching Circles

8:00 AM
Introductory Remarks
Jose R. Rodriguez, LCDA 1st Vice Chair; Fmr Partner-in-Charge/Executive Director-Audit Committee Institute, KPMG LLP; Director, CareMax, Inc.; Popular, Inc.; Primoris Services Corporation

Mock Board Meeting
Corporate governance experts and scholars will facilitate a case study and explore what a boardroom looks like during a crisis, what it means for the board and what directors should do about it.

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

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

Group Breakouts

Group Debrief

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