FOX Webcast: Good Governance: How to Build or Refresh Your Board - April 26, 2023

Overview

Wednesday, Apr 26, 2023 - 10:00am to 11:00am CDT


Please join us on Wednesday, April 26, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.

A well-functioning board is a crucial component to help the family business achieve longevity and growth. From risk mitigation to culture oversight, a good board can be an important resource for the company, shareholders, and stakeholders. In this discussion, Meghan Juday, IDEAL Industries Chairman and Founder of The Lodis Forum, a peer group for women in board leadership roles, will address key insights and lessons to establish or refresh a board. She will discuss specific steps to build a strategic board that provides high-level guidance to management, while also implementing governance tactics to sustain family businesses for future generations.

By the end of this webcast, attendees will be able to:

  • Identify key insights and lessons to establish or refresh a board.
  • Examine resources and first-hand case studies to implement while establishing a board.


Please click on the Register button below to sign up for this webcast. A replay of this webcast will be available to members approximately three weeks after airing. 

You may contact the Events Team with any questions at events@familyoffice.com
 

Field of Study: Specialized Knowledge - Up to 1 CPE credit can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.

Program Level: Overview | No prerequisites are required for this session. | Delivery Method: Group Internet Based

Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

REFUND POLICY: For this event, there is no fee. To cancel, you may contact the Events Team at events@familyoffice.com. 

Recommended for: 
All FOX Members

  • Agenda
  • Speaker(s)

10:00 am CT

Webcast Begins
   
 

Presentation: Good Governance: How to Build or Refresh Your Board
   

11:00 am CT

Webcast Adjourns

 

  

Presenter

Meghan Juday
Chairman of the Board, IDEAL Industries, Founder of The Lodis Forum

Meghan Juday understands how family businesses thrive and survive and makes it her mission to share this know-how with the business community. The enthusiastic champion for family businesses draws on her   experience as a fourth-generation leader and Chairman of  the Board at  IDEAL Industries, a family business in operation for over 105 years. Meghan cut her teeth in the  family business  and further honed her skills as a business analyst and project manager at Computer Sciences Corporation (CSC). As the IDEAL Family Council Chair for 14 years, Meghan increased family engagement and mitigated risk. She reimagined family roles within the corporation, creating a family development and education program based on family governance and director development. The program gives family members equal access to leadership and director roles with selection based on merit. Meghan has served on the IDEAL board since 2008, chairing the Nominating and Governance Committee for five years. She was named Vice Chairman in 2018  and became Chairman in 2020. Her leadership role at IDEAL gave Meghan a unique platform to advance family businesses as a thought leader. In her career, the highly sought-after public speaker and transformational leader.
 

FOX Moderator

Peter Moustakerski
CEO

Peter Moustakerski is CEO of Family Office Exchange (FOX), the premier resource for families managing private enterprises and family wealth across generations. For over 30 years, FOX has been recognized as the industry’s most exclusive, innovative, and influential community for peer networking and learning, and has provided independent insights, expert guidance, and practical solutions to complex problems related to family transitions and family wealth.

Peter has spent more than 25 years as a C-level strategist and executive across a variety of industries, including wealth management, capital markets, and technology. He is a former family office executive and FOX member, management consultant, and entrepreneur. He has served as a strategy, innovation, and growth leader for a number of private and public companies and founded two start-ups in New York City and China.

Prior to joining FOX, Peter served as Chief Operating Officer of the family office of the founder of Bridgewater Associates, where he worked closely with the principal family members to envision and oversee the redesign of the family office strategy and day-to-day operations to better serve the evolving needs of the family. Before that, Peter was a management consultant at Booz Allen Hamilton, advising many of the world’s top C-suite leaders, and a strategy executive at UBS, leading all growth and transformation initiatives for the bank’s wealth management organization.

Most recently, Peter was Chief Strategy Officer of News America Marketing, a former News Corp. subsidiary, where he built and led the Corporate Strategy and M&A function and led the company’s successful carve-out and sale to a private equity sponsor. In addition, for more than 20 years, Peter has been a contributing writer and researcher with The Economist Intelligence Unit (EIU), and has led many qualitative and quantitative research projects, and written a number of influential white papers for the EIU, NBER, and other research institutions and media publications.

Peter holds an MBA from Columbia Business School and a BSc in Computer Science and Engineering from Zhejiang University in China, and is proficient in Mandarin, Russian, and Bulgarian.