San Francisco, California
London, United Kingdom
How a CFO can Attain a Seat on a Corporate Board
The Los Angeles CFO Leadership Council
Tuesday, October 18, 2016
7:15 am - 8:00 am: Breakfast and Networking
8:00 am - 9:45 am - Program
The Offices of KPMG
550 South Hope St.
Los Angeles, CA 90071
Have you always wanted to land a seat on a corporate board? There are more opportunities for CFOs to join a board than ever before! Corporations value the CFO skill set, and in particular there is a great need for financial experts to serve on audit committees. Join us for this informative program, and find out what it takes to secure a board seat, and how to excel once you're there! Our panelists will share their experiences, and offer practical tips designed to assist you during your search.
- Leverage the skill set you have developed as a CFO to ensure success as a board member
- Strategies for developing your personal brand and network to be considered for board opportunities
- Build relationships with fellow board members and company officers to ensure success
- Balance the dual obligations of being a CFO and a board member at the same time
To register for this program, simply complete the form above. The Los Angeles CFO Leadership Council members may attend this program for free. CFO Leadership Council members from all our chapters may also attend for free. Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program for $65.
Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) will not be admitted attendance to this event. The CFO Leadership Council reserves the right to decline any registration.
For more information about this program or The CFO Leadership Council, please contact Stacy Hall, Marketing Director, Southern California Chapters at email@example.com.
Send cancellations to firstname.lastname@example.org no later than 4pm on October 11th to receive a refund.
- Program level: Advanced
- Approved CPE: 1.5 Credits, Field of Study: Personal Development
- Program Prerequisites: None
- Advanced Preperation: None
- Delivery Method: Live/Group
The CFO Leadership Council 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org
Marilyn Alexander, President, Alexander & Friedman, LLC
Marilyn Alexander consults to senior executives on brand strategy and development, business planning, communications, process, and organizational issues. Clients benefit from extensive experience in finance, marketing, and strategic planning with top companies including Disney, Marriott, and Towers Perrin.
Ms. Alexander serves on the board of DCT Industrial Trust, an industrial real estate investment trust headquartered in Denver, CO, where she chairs the Audit Committee and is a member of the Nominating/Governance Committee. She also serves on the board and Audit Committee of Torchmark Corporation, an insurance holding company headquartered in McKinney, TX. Earlier, she served on the boards of four publicly traded companies in the construction/engineering, real estate, and financial services sectors.
Previously, Ms. Alexander was SVP and CFO of the Disneyland Resort in California, with revenue of $1.4 billion at that time. Before this, she served as Vice President of Destination Marketing and Brand Management at the Walt Disney World Resort in Florida, following her role as Vice President of Finance at Walt Disney World. She was instrumental in developing and implementing brand management, hotel build out, yield management, theme park pricing, and operating strategies that generated outstanding growth in revenue and income. Earlier, Ms. Alexander was Vice President, Financial Planning and Analysis, at Marriott Corporation where she directed the major financial processes for the company. She also served as a managing consultant for Towers Perrin.
At Chapman University, Ms. Alexander is a member of the Board of Governors and the Finance Committee of the Board of Trustees, along with the Board of Regents for Brandman University, where she chairs the Marketing and Enrollment Committee and serves on the Finance Committee.
Ms. Alexander graduated Magna Cum Laude and Phi Beta Kappa from Georgetown University, in Washington, DC, with a degree in Philosophy. She was awarded a George F. Baker Scholarship at Georgetown. She earned an MBA from the Wharton Graduate School of the University of Pennsylvania and is a licensed CPA in the Commonwealth of Virginia.
Patrick Lamb, Independent Director, Director & Audit Committee Chair, Real Industry, Inc.
Patrick "Ed" Lamb is currently the Audit Committee Chair for Real Industry, a global aluminum alloy company. He also serves as a member of both the Nominating and Governance and the Operations/Lean/Six Sigma Committees for Real Industry. Mr. Lamb has nearly 30 years of CFO experience in various public, public subsidiary and private entities, specifically in the financial services arena (including banking, commercial finance, and commercial and residential real estate), as well as the entertainment, insurance and manufacturing industries. He also has an extensive background with the debt and equity capital markets, acquisitions and divestitures, and various financing and securitization structures. He serves, or has served, on several start-up advisory boards.
He has served in CFO roles for the Los Angeles Clippers, Fremont General Corporation and Fremont Financial Corporation. His career started out with Ernst & Young in San Francisco. Mr. Lamb holds Bachelor of Science and Master in Accountancy degrees from the Marriott School of Management at Brigham Young University. Mr. Lamb also serves on two advisory boards for the Marriott School of Management and is also involved in various other community and educational organizations, including being on the boards of Beit Lehi Foundation and Junior Achievement of Southern California.
Erin Selleck, Independent Director, Audit Committee Chair, Broadway Financial Corp
Erin Selleck is an experienced financial executive, advisor, and corporate director. She is a current member of the Board of Directors of Broadway Fianncial Corp (NASDAQ:BYFC) and its subsidiary, Broadway Federal Bank, where she serves as Chair of the Audit Commitee, and member of the Enterprise Risk and Loan Committees. Erin is also a member of the Advisory Board of CleanBlu, a private company in the water reclamaiotn and reuse business, and on the Board of the Women Founders Network, an accelerator that connects women founders with the resources they need to grow their businesses.
After a 30-year career in the financial services industry, Erin retired in 2014. She served as Senior Executive Vice President and Treasurer for Union Bank, a top-25 U. S. bank and a key subsidiary of Japan’s Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial organizations. Her many accomplishments at Union Bank include successfully guiding the bank through the most significant financial crisis of the modern era, presiding over meaningful growth (2.6x) in the bank’s balance sheet, and expertly navigating an increasingly challenging economic and regulatory environment in the banking industry. She is the recipient of a number of professional honors, including being named a “Woman to Watch” by American Banker Magazine in 2012.
Erin transformed the treasury function at Union Bank, creating a strategic treasury unit with a shareholder value focus. She provided expert leadership of all corporate treasury functions for the bank and holding company, including interest rate risk management, liquidity risk management, derivatives hedging, funding, public debt issuance, investor and rating agency relationships, balance sheet management, and capital management. She served as executive sponsor of the bank’s successful annual capital plan submissions (CCAR) to the Federal Reserve. Erin also had P&L responsibility for the bank’s $20 billion investment portfolio, which she grew from $6 billion during her tenure while consistently delivering above-budget returns.
In addition to her responsibilities as Treasurer, Erin served as a Policy Making Officer and a member of Union Bank’s Executive Committee. In this capacity, she drove growth and profitability and she directed major corporate policies, including strategic and financial issues, M&A, and the risk profile of the company. Of particular note is the significant role she played in the parent company (MUFG) initiative to combine and integrate all U. S. operations, including Union Bank, into the newly created MUFG Americas Holdings Corp.
Erin joined Union Bank in 2002 and was promoted to SEVP in 2012 following a succession of progressive leadership positions. She began her career in the financial services industry at Bank of America, where she served as Vice President and Manager in Corporate Treasury holding various roles within that division with increasing responsibility.
Erin currently serves on non-profit boards including Girls Inc. of Greater Los Angeles, where she is Treasurer and Chair of the Finance Committee, and Heal the Bay, where she previously served a 3-year term as Audit Committee Chair. She has also served on the Boards of the National Association of Corporate Treasurers, and the Organization of Women Executives, where she recently completed a highly successful term as President.
Erin earned her Bachelor of Arts and Master of Business Administration degrees from the University of California atBerkeley.
When & Where
The CFO Leadership Council
The CFO Leadership Council, is a community of senior financial executives dedicated to developing strong leadership at all professional levels, from Controller to CFO.
Our community is a nationwide group of knowledge seekers from all industries who come together to help solve each other’s challenges and celebrate successes.
Learn more at www.cfolc.com