Board Engagement in Strategy
How much confidence do you have that your board has the right strategy in place? Do you have the right people in the room to make good strategic decisions? Today’s world is being reshaped by new competitors, emerging technologies, globalization, increasing regulation and shifting demographics. The board’s role in coping with these factors and in creating a strategy to succeed has demanded more involvement.
Our experienced directors shared their level of engagement and lessons learned regarding strategy in the board room and answered the many questions from the attendees.
Location and Time
100 Chopin Plaza
Miami, Florida 33131
Check-In Reception: 4:00 – 4:30 PM
Program: 4:30 – 6:00 PM
Cocktail Reception: 6:00 - 7:00 PM
Lauren SmithLauren E. Smith is Managing Director in the Miami office and a board practice member of Diversified Search, a top ten executive search firm in the US and the country’s largest woman-owned firm. She has recently co-led board searches for a number of Fortune 500 boards including Jacobs Engineering Corporation, Fifth Third and Navient. She started her search career in 2000 with Egon Zehnder where she helped design and execute the firm’s first board assessments. Her article in the National Association of Corporate Directors Directorship magazine entitled “Building a 21st Century Board” highlights the need and the roadmap for diversity in the boardroom. Before moving into executive search, Lauren had twelve years of experience leading marketing and strategy at two Fortune 50 companies – Westinghouse Electric Corporation and Motorola Inc. Lauren has lived and worked in Europe and Latin America and is fluent in Spanish. She has a BS from the Pennsylvania State University and an MBA from Thunderbird School of Global Management. She is a board member of the National Association of Corporate Directors Florida Chapter.
Tom MarkertTom Markert serves on the Board of Directors for State Auto Financial Corporation (STFC/ NASDAQ) and True Value Company. He was recently named an NACD Governance Fellow. Tom Markert is considered to be a very strong strategist, marketer and market researcher and is highly skilled in the area of customer loyalty. He was most recently CEO of Digital Tailwind, a specialized digital marketing agency based in Delray Beach, FL. From 2008 to 2012, he served as Senior Vice President Strategy & Innovation at Office Depot. He previously served as CEO of Loyalty Worldwide at Ipsos and Global Chief Marketing and Client Service Officer of ACNielsen, the world’s leading marketing information company. During his 20 years with ACNielsen, Tom held the posts of Group Chief Executive-Pacific, Chief Marketing Officer-Asia Pacific, President of ACNielsen-Canada. Tom is a graduate of St. Lawrence University, and authored “You Can’t Win a Fight With Your Boss”, published by HarperCollins in 2004.
Julie NeitzelJulie Neitzel is a board member of HEICO, NYSE (HEI). She has extensive knowledge and expertise in acquisitions, banking and finance gained through her many years of experience in the financial advisory industry. Julie is a Partner with WE Family Offices, an independent, financial advisory and wealth management firm. She advises entrepreneurs in areas including acquisition and financing of closely-held businesses, real estate portfolio acquisition and management, investment capital management, estate planning, beneficiary mentoring and education, in addition to other aspects of multi-generational planning. Prior to joining WE Family Offices in 2013, she served as President of the Miami-based operation of GenSpring Family Offices, a leading wealth management firm. Her previous professional roles include Director of Trivest Partners, a private equity firm where she worked on the aviation portfolio company team and other firm matters; President of PLC Investments, a private investment company where she led the firm's strategy on direct company investments, real estate and global financial market investments. Prior to those positions, she held key management roles with Citicorp, Chase Manhattan Bank and Clark Equipment Company.