corporate boards

Happy Black History Month!

Today we are discussing the lasting impact Black leaders have had in business, government, and beyond. In this episode we feature SWS Chairman, Christopher Williams, who shares his dedication to making an impact on surrounding communities, especially in relation to Black History Month.

About our Speakers:

Moderator: Gary Hall, President of Municipal Finance and the Infrastructure Group

Christopher Williams, Chairman

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This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this recording is not a statement of Siebert Williams Shank & Co.’s policy. This podcast is not a product of SWS’s Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed by guests are their own and their appearance on the program does not imply an endorsement or reflection of their views by SWS. and may differ from the views and opinions of other departments or divisions of SWS and its affiliates. SWS is not providing any financial, economic, legal, accounting, or tax advice or recommendations in this podcast. The information contained in this podcast does not constitute investment advice or an offer to buy or sell securities from any SWS entity to the listener and should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any SWS entity. Neither SWS nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

Have you ever wondered how the trajectory of a company is shaped and influenced? Join us as we sit down with the dynamic Roosevelt Giles, Chairman of the Stakeholder Impact Foundation, for an enlightening conversation on the power of boardrooms and the road to creating more opportunities for future generations. Our dialogue takes a deep dive into the concept of Black Philanthropy, the intersection of entrepreneurship and philanthropy, and Roosevelt's personal journey from humble beginnings to corporate America and entrepreneurship.

Board diversity and stakeholder governance form the backbone of our discussion. We exchange views on the importance of transforming boards' compositions to address the transactional relationship between companies and employees also takes center stage in our discourse. In a candid discussion on the challenges faced by people of color in securing board opportunities, we underline the pressing need for a change in the recruitment process of board members. 

Our final segment paints a vivid picture of the importance of board governance and diversity. Roosevelt generously shares invaluable advice for anyone aspiring to secure a seat at the corporate board table. We also delve into the necessity for generation diversity on corporate boards, the need for a tech-focused CEO and board, and the art of selecting an organization to be a part of the board. So, please tune in and let this episode serve as your guiding beacon as we navigate the intricate world of board governance, diversity, and corporate sustainability together.

In this episode, Chris and Mark are joined by special guest Helle Bank Jørgensen, the CEO and Founder of Competent Boards and an internationally recognized expert on sustainable business practices. This episode dives into the topic of embedding sustainability in corporate boards and how to best engage board members on sustainability.

Today's C-Sweet Talks episode features Leslie Stackpole, CPA- Los Angeles Office Leader at RSM US LLP! 

Ms. Stackpole, along with hosts Dianne Gubin & Beth Hilbing, discusses topics including:
- DEI initiatives at RSM
- Mentoring younger employees to become a firm partner
- Keeping women in the accounting firm pipeline to work in senior roles
- Staffing challenges in recent years
- Why younger people should consider a career in accounting

C-Sweet Talks is a podcast by C-Sweet featuring women entrepreneurs, executives, and innovators that takes you inside the most interesting businesses and industries today.

To get involved with C-Sweet, please visit: https://csweet.org/

Dr. Tana M. Session is an award-winning Consultant, International Speaker, Executive-level Performance Coach, Best-selling Author, recognized Inclusion, Diversity & Multigenerational Thought Leader and Media Contributor. Dr. Session was recently recognized as a “Top Company Culture Consultant” by Fond.co, “Top Employer Branding Expert” by Eightfold.ai, and a Huffington Post “Top Female Expert to Follow.” Dr. Session is the official LinkedIn Learning expert for Diversity & Inclusion in recruiting and interviewing and was also recognized by Forbes as a “Next 1000” and a “Top Diversity & Inclusion Business Leader,” and a “DEI Champion” by the National Diversity Council. Additionally, her business was recognized by Design Rush as a "Top 5 California Business Consulting Firm" and a "Top 10 California HR Outsourcing Company," and CORE Magazine/USA Today recognized her as "CORE 100 Most Influential Blacks Today." 

As an Organizational Development Strategist, Dr. Session partners with multiple clients across various industries to help assess their individual company cultures and develop transformational workplace strategies to increase employee retention and engagement with a focus on inclusion, diversity, equality & belonging. As a corporate trainer and performance coach, Dr. Session provides actionable tools & strategies catered to each organization to help both leaders AND employees excel in the workplace. Her unique skill is making people MORE of who they already ARE!

Dr. Tana M. Session holds the PHR, GPHR and SHRM-SCP certifications as well as multiple ICF-approved performance coaching certifications. 

Betsy Berkhemer-Credaire is CEO of 50/50 Women on Boards™, the global education and advocacy campaign committed to accelerating gender balance and diversity on corporate boards. She is also CEO of Berkhemer Clayton Retained Executive Search in Los Angeles. She is the author of two books, "The Board Game: How Smart Women Become Corporate Directors” and “Winning the Board Game: How Women Directors Make the Difference.” Both books offer real-world guidelines and profiles of women corporate directors for helping women seek board positions as their ultimate career goal.

Betsy led the successful campaign to secure the passage of SB826, effective September 2018, the first and only law in the U.S. requiring every public company headquartered in California to have at least three women directors on a board of six or more, before year-end 2021. Formerly, she was the statewide president of the National Association of Women Business Owners of CA (NAWBO-CA), founding SoCal chair of WomenCorporateDirectors, member of National Assn of Corporate Directors (NACD), and International Women’s Forum. Previously Betsy served on the boards of the Southern California Leadership Network, UCLA Medical Center, and the consumer advisory board for SoCal Edison.

Beverly Behan has worked with nearly 200 Boards of Directors in the United States, Canada, and around the world over the past 25 years. Her clients are primarily boards of listed public companies in the S&P1500 but range from F100s to recent IPOs. She is the author of Great Companies Deserve Great Boards, which was named Governance Book of the Year in 2012, and the newly published Board & Director Evaluations (August 2021), Amazon's #1 New Release in the field of Corporate Governance.

Beverly's focus is on creating truly great boards - boards that are a genuine asset to the companies they govern rather than merely compliant with regulatory requirements and best practices. Her clients are generally Board Chairs, Lead Directors, and CEOs that want to take their board to the top of its game - and keep it there.

Beverly's recent books include: Becoming a Boardroom Star and New CEOs and Boards: How to Build a Great Board Relationship and a Great Board.  Her classic best-seller, Great Companies Deserve Great Boards, has also been re-released. She recently created several online workshops now available worldwide: Becoming a Boardroom Star, Innovations in Board-Building, and CEO Succession Planning.

Beverly is a frequent speaker at board conferences and private board workshops and is often quoted on board issues in major business publications including Corporate Board Member, BusinessWeek, the Wall Street Journal, and others. She is a frequent contributor of thought-leadership in the area of board effectiveness and CEO succession planning. She can be reached through her website: www.boardadvisor.net.

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Elsie Fletcher, CFA, a C-suite financial services leader with expertise in institutional and high net worth investment management. Elsie currently serves on the Board of Directors for Prime Genomics and Clear-Cut Medical as well as on the Advisory Committee of Access Alts Asia. She served on the Society's Board of Directors as President for the 2016 fiscal year.

Listen to the full interview, where Elsie shares her experience sitting on both non-profit and for-profit boards, how to navigate industry career changes, the importance of networking, and tips for those looking to join a board of directors. 

This episode discusses board involvement, networking, and career development.

CFA Society San Francisco is a not-for-profit professional association, supporting members of the Northern California investment community and beyond. Learn more by visiting our website or connecting on LinkedIn.

This podcast is provided for general interest only. Content is not intended to be, nor should be interpreted as recommendations or fiduciary advice.

Boeing’s fall from grace didn’t happen overnight. Sandra Sucher shares five key mistakes made by the CEO and the board of directors.

Deborah Rosati is a change-maker, champion, and advocate for women. She’s the founder and CEO of Women Get On Board, a leading member-based company that connects, promotes and empowers women to corporate boards.

Bloomberg Opinion columnist and economist Noah Smith talks with EconTalk host Russ Roberts about corporate control, wages, and monopoly power. Smith discusses the costs and benefits of co-determination--the idea of putting workers on corporate boards. The conversation then moves to a lively discussion of wages and monopoly power and how the American worker has been doing in recent years.