Description: Join us for breakfast and a workshop focused on Governance. In this session, led by David Spitulnik, Mike Airheart and Ward Wellman from the Private Director's Association you will explore the various types of Boards, Ownership Alternatives, Challenges and Opportunities that come into play with each option, engaging and managing a Board as well as the effect on company culture. 

David Spitulnik is a successful executive with over 35 years of experience in both large technology companies and in consulting to and leadership of mid-market, closely held and family owned businesses across a variety of industries. In addition to serving as chair of the Private Directors Association’s Private and Family Business Center Outreach Committee, David frequently writes on a number of topics related to leading, building, maintaining and strengthening businesses and their governance structures. Drawing from a broad range of experience in the United States and internationally, David is often called upon to advise family and non-family members on board creation, structure and effectiveness so that the board and company can maintain powerful forward momentum.

David recently published a book on leadership, Becoming An Insightful Leader: Charting Your Course To Purposeful Success.  The book focuses on the journey from managing to leading to advising and reflects David’s belief in communicating and questioning how individuals and teams will define and then accomplish their goals and objectives.  

Mike Airheart has nearly 33 years of wholesale banking experience with Bank of America Merrill Lynch (“BofAML”). During his last 15 years with BofAML, Mike served as a Managing Director, Senior Corporate Banker within the Investment Banking division’s, Global Industrials Group. His responsibilities included overall client relationship management, business development, corporate finance advice, debt capital raising services across the capital markets, credit origination/management, origination of risk and liability management services, trade and supply chain management products, treasury and investment management products and services. Mike’s industrial, sub-sector, client focus, included packaging, building products, metals & mining and diversified industrials. His experience with large corporate and middle market clients included large cap global companies, mid and small cap public companies, family and private equity controlled, private companies.

Who is this for? Owners, CEOs, Presidents, Board Chairs, Non-Profit Management Teams

What will I learn? This 2-hour session will cover the following topics:

• Boards: Advisory vs. Fiduciary

• Charter Members
• The Board Charter
• Evaluation of Board as a whole and of Board Members
• Why a Board is Paid
• What Board Structure or Structures you want/need?
• Where do you want/need advice and counsel and how to use it?

• Culture: Status Quo vs. When Change Happens 

This event is in partnership with the Private Directors Association. David Spitulnik is the Chair of the PDA National Family Business Center Outreach Committee (Chicago), Mike Airheart is the PDA Charlotte Chapter Leader and Ward Wellman is a founding member of the PDA Charlotte Chapter Affiliate.

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