Private Director Symposium – May 15, 2019

Private Director Symposium Events

Private Director Symposium events feature speakers, perspectives and
practical information on the most relevant of topics to help C-Suite
executives, board members and their trusted advisors to Learn – Govern –
Grow – Connect.

Learn – From leading experts in areas of board service such as
cybersecurity, M&A, insolvency, risk management, family business and
private equity.
Govern – Implement board, business and governance best practices to
help you and your organization thrive.
Grow – Your skills, perspectives and board level experiences to help your
business grow.
Connect – With your peers in leadership roles within privately controlled
businesses across the tri-state area and beyond!

Don’t Miss Out On This Event. Space is limited.


4:00 – 4:10pm : Introductory Remarks

4:10 – 5:30pm : Cybersecurity & Data Privacy – For the Private Company Director
This panel will first address the prevention and preparation elements of data security and explain why board involvement is necessary. The panel will outline the laws and regulations currently in play and highlight best practices regarding the development and implementation of internal information security policies and incident response plans.

The panel will then present several interactive breach response tabletop exercises. Each hypothetical will frame a particular issue that may arise in the context of a security incident or data breach, and will provide the audience with practical tips for application in the event of a cybersecurity incident at their respective companies.


  • Cassandra Porter, Cognizant
    Lead, Americas and APAC Data Privacy Teams; Director, Sr. Privacy Counsel (Americas)
  • David Ross, Baker Tilly
    Principal, Privacy Practice Leader, Cybersecurity Practice Leader
  • Kari Rollins, Sheppard Mullin Richter & Hampton
  • Elizabeth Vandesteeg, Sugar Felsenthal Grais & Helsinger
    Chair, Litigation and Dispute Resolution Practice

5:30 – 5:40pm : Break

5:40 – 7:00pm : M&A Considerations – For the Private Company Director
When considering approving an M&A transaction, whether on the buy-side or sell-side, corporate directors must consider and assess many factors in order to properly fulfill their fiduciary duties. And, at the same time, they must provide an appropriate level of oversight in managing executive management, outside counsel, and other advisors.

This panel will guide the audience through the timeline of an M&A transaction from the unique perspective of the company’s board of directors and provide an eye-opening behind the scenes look at the internal workings of a board in action when dealing with an M&A transaction.


  • Bruce Werner, Kona Advisors LLC
  • David Wells, EY
    Partner, Transaction Diligence
  • Dustin Mondell, MAEVA Capital Group
  • David Lallouz, Tannenbaum Helpern Syracuse & Hirschtritt LLP

7:00 – 8:00pm : Cocktail Reception & Networking

Event Sponsors:

Platinum Sponsor:


Silver Sponsors:

Point Road Group Smartroom by BMC Group

Organizational Co-Sponsors:

Association of Corporate Growth - NYC Chapter Society for Corporate Governance New York Institute of Credit
Private Directors Association - National Organization, Metro NYC Chapter Financial Executives International - NYC Chapter NY Metro Chapter of the Society of Information Management

Event Produced By:

Financial Poise