BUILDING YOUR SKILLS IN THE BOARDROOM: Event Series

This is an event series. You can purchase the full series or each course individually below, please select the ticket option with the date you would like to attend.

Build your skills in the boardroom and join our board training series! Each session will focus on a different aspect of board leadership and will equip you with the skills needed to step into the boardroom with confidence. Learn from current board and industry leaders what the current topics are, what questions are being asked in the boardroom, and how to ensure you are prepared to be a leader in the boardroom.

Workshops in this Series:

Felicity Yost: Insights and Lessons

Time: May 24th 5:00-8:00pm

Location: In-person SF bay area

Join Moss Adams and speaker Felicity Yost, Co-founder & President of Tia for a fireside chat and networking opportuntiy. 

Advanced Financial Statement:May 24th  and August 24th 

Time: May 24th at 12:00 - 1:00 pm and  August 24 at 12:30-1:30pm PST

Building on your basic knowledge of financial statements, Sarah Ratra and Arlene Chan of Moss Adams will provide a deeper dive into some of the more advanced components. Breaking down the language allows you to walk away from this presentation with the information needed to actively participate in financial conversations at a board level.  Join us as we explore these complex elements, including:

• Revenue Recognition
• Inventory & Related Reserves
• Goodwill & Intangible Assets
• Leases
• Preferred Stock & Warrants
• Stock-based Compensation
• Non-GAAP Measures

Speakers:

• Sarah Ratra, Moss Adams
• Arlene Chan, Moss Adams

Get a VC/PE Board Seat :June 23rd and September 14th

Time: 9:00-10:00am PST

Speakers: 

• Susan Akbarpour, Managing Partner, Candou Ventures, Board Member, KQED, Facenote
• Mary Jo Cook, Board Member, Ganaz
• Lu Zhang, Founder and Managing Partner, Fusion Fund, Board Member, Loft Labs, Accern

Meet the decision makers who source board candidates for venture backed companies. Learn what they seek in great candidates. Do you need to come with funding contacts? What kind of talent is most often needed?

Audit Committee:June 22nd or 23rd and December 4th

Time: 9:00-10:00 am PST

Whether you’re a seasoned director or aspiring to sit on your first board, understanding the foundations and expectations of audit committees is an essential skill to have. This session will explore recent trends and common risk areas to look for in the role of the audit committee in corporate governance and risk management.

Undertaking Nomination and Governance Committee:  Nov 16th

Time:  12:00 - 1:00 pm PST

Speakers:  

• Lisa Edwards, President & COO, Diligent Corp; Board Director, Colgate-Palmolive
• Sheila Bangalore, Venture Partner, SpringTide Ventures; Board Director Games Global & McLaren Technology Acquisition Corp
• Janet Wong, Board Member, Lucid Motors, SHINE Technologies, Enviva, Lumentum

Nominating and Governance committees play an important role in identifying individuals qualified to be board members, selecting/recommending board members to shareholders and developing a set of corporate guidelines for the board. Corporate guidelines are under increasing scrutiny as a result of a focus on ESG, diversity of the company employees at all levels and more recently, lawsuits to hold boards accountable for diversity at the board level. Explore the role of the Nominating and Governance committee with Nom & Gov Committee Chairs, how to be effective as a member and/or chair of the committee, topics discussed and the various stakeholders who are holding the Nominating and Governance accountable.

More Than Numbers: Financial Statements Every Board Member Should Know:

Date TBD

No matter what board you sit on, every board member must possess a basic understanding of how to analyze financial statements to make decisions that satisfy his or her duty of care. The experts at EisnerAmper will walk you through how to evaluate decisions and direction of an organization effectively through reading the following information:

• Statement of financial position (balance sheet)
• Statement of activities (income statement)
• Cash flow forecast
• Actual results compared to budget
• Operational figures (for example, cost per unit of service)