Beth Ann Valente

Senior Finance Manager


All Sessions by Beth Ann Valente

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Day 1: May 12, 2022

1:30 pm

1:30 pm

CASE STUDY: BOARD AND INVESTMENT COMMITTEES

Execute a Practical Implementation Strategy for Aligning Your Board and Investment Committees

Organizational alignment is essential to developing long-term sustainable investment strategies. Whether you are a small or large organization, acquire first-hand experiences on avoiding pitfalls when realigning your investment approach. Create an action plan to:

  • Uncover the process for conducting board and committee searches to prioritize positive impact
  • Manage the technical considerations necessary when working with committees
  • Adjust your strategies based on the size of your organization

Realign your investments for a better board and committee selection.

Day 2: May 13, 2022