Date: Wednesday, January 15, 2025
Time: 3:00 p.m. – 4:00 p.m. EST
Location: Virtual
Contact: Elise Hoffer, 513.352.6748, Elise.Hoffer@ThompsonHine.com
Session 1: Succession Planning Best Practices
As a fund board leader, you are likely facing governance challenges like succession planning, board recruiting and onboarding the next generation of members. Join our three-part Coffee Chat series, where independent directors share insights and strategies for tackling these issues.
Discover effective approaches to selecting and preparing new board chairs, rotating committee assignments, refining retirement policies and enhancing board education programs. Learn practices that ease the transition from board member to board leader.
Presenters:
- Cassandra Borchers, Partner, Thompson Hine
- Dina Tantra, Independent Board Director and Chair for Heartland Funds, Chair of Nominating and Governance Committees for Boston Trust Walden Funds, Thornburg Income Builder Opportunities Trust and Mutual Fund Directors Forum
- Elsie Fletcher, CFA, Board Observer, Clear Cut Medical; Finance and Governance Committee and Lead Independent Director for Equi Multi-Strategy Closed End Fund
- Anita Zagrodnik, Independent Trustee, Madison Funds/Ultra Series Funds; Member of Audit and Nominating/Governance Committee
Sign up for Future Sessions
Session 2: Recruiting New Board Members | Wednesday, April 16, 2025
3:00 – 4:00 p.m. ET
Session 3: Onboarding Members | October 15, 2025
3:00 - 4:00 p.m. ET