NACD Board Leadership Conference NACD Chapter System NACDonline.org

Board Deliberations Amidst an Evolving Tax and Regulatory Landscape in 2017

Classroom
May 9, 2017
San Francisco, CA


Overview

 

Navigating the evolving tax and regulatory environment in 2017 is demanding greater strategic thought from corporate directors.  Attendees learned about the pace and extent of change and discussed the implications to business growth and boards of directors in the current landscape of regulations. Attendees were treated to an impressive panel consisting of a former SEC Commissioner and former Deputy Chief of Staff for Mitch McConnell, a DC tax specialist and a distinguished public company director, as they provided a lively discussion with “in the moment” perspectives on the “grey” situation we are floating in today. 

 

 




Location and Time

 

Galvanize
44 Tehema Street
San Francisco, CA 94105


5:30 PM - 6:00 PM:  Registration & Networking
6:05 PM - 7:00 PM:  Introductions and Discussion 
7:00 PM - 7:30 PM:  Program Ends
7:30 PM - 8:00 PM:  Networking Reception


Speaker Spotlight

 

Kirsten Wolberg

Ms. Wolberg is a seasoned leader at the cross section of technology, cyber security, digital transformation and talent management. She has a distinguished track record leading technology and talent at global companies including; PayPal, salesforce.com and Charles Schwab. Kirsten is a current Board Director of SLM Corporation and Sallie Mae Bank where she serves on the Risk Committee and the Nominating, Governing and Compensation Committee. Formerly, prior to the company sale to HP Enterprise, Kirsten was a Board Director at Silicon Graphics International (SGI), where she served on the Audit Committee. Kirsten is a frequent industry speaker on innovation, payments, technology, agile development and women in technology. She was recognized in 2016 as Computerworld Premier 100 Technology Leaders "Master of Disruption" and as an "IT Rising Star." Under Kirsten’s leadership, salesforce.com was recognized for several industry awards, including InformationWeek 500, Most Innovative Business Technology Organizations, and was ranked #10 on Computerworld’s Best Places to Work in IT for 2010 and #8 in 2011. Kirsten was named one of the Most Influential Women in Business in the Bay Area, 2011 by the San Francisco Business Times. For the past eight years, Kirsten has served in leadership roles with The Leukemia and Lymphoma Society (LLS) including membership on the Board of Trustees of the Greater Bay Area chapter. Kirsten is also committed to organizations that help at risk or underserved groups find sustainable long-term employment. She is a founding Board Member of Year-Up Bay Area, an organization with a mission to close the opportunity divide by providing urban young adults with the skills, experience, and support to empower them to reach their potential. Additionally, Kirsten is a board member of JVS, (Jewish Vocational Services), an organization that transforms lives by helping people build skills and find jobs to achieve self-sufficiency. Kirsten holds a BS degree in Finance from the University of Southern California and an MBA degree from the J.L. Kellogg Graduate School of Management at Northwestern.

Troy Paredes

From 2008 until 2013, Troy A. Paredes was a Commissioner of the U.S. Securities and Exchange Commission, having been appointed by President George W. Bush. At the SEC, Paredes was a strong advocate for small business and the JOBS Act, for solving the information overload problem of securities law disclosure, and for rigorous cost-benefit analysis. He also consistently expressed concerns about the overregulation and overreach of the Dodd-Frank Act. Since leaving government, Paredes has had an active consulting practice, including as a Senior Advisor at CamberView Partners, LLC, advising clients on financial regulation, corporate governance, compliance, and governmental and regulatory affairs. He also serves as an expert and adviser in regulatory enforcement and Department of Justice investigations and in private litigation involving securities law and corporate law, and he has been an independent compliance consultant/monitor. Before becoming an SEC Commissioner, Paredes was a professor of law at Washington University in St. Louis and a professor of business (by courtesy) at Washington University’s Olin Business School. Currently, he is a Distinguished Scholar in Residence at NYU School of Law and a Lecturer on Law at Harvard Law School. Previously, Paredes was the Distinguished Policy Fellow and Lecturer at the University of Pennsylvania Law School. Paredes serves on the board of directors of Electronifie Inc. and is a member of the StreetShares Inc. board of advisors. Paredes is the author of numerous academic articles on financial regulation, corporate governance, innovation, and behavioral economics. He also is a co-author (beginning with the 4th edition) of a multi-volume securities regulation treatise with Louis Loss and Joel Seligman entitled Securities Regulation. Paredes holds a bachelor’s degree in economics from UC Berkeley and earned his J.D. from Yale Law School.

Rohit Kumar

Kumar is a PwC Principal and Leader with the firm's Tax Policy Services Group within the Washington National Tax Services practice. In this role, he advises clients on all aspects of domestic policy, including tax policy. His insights and knowledge enable companies to understand critical policy issues more effectively and develop legislative strategies to address those issues from both a technical and political perspective. He was named in Roll Call as one of the 50 most influential staffers for mastery of policy and procedure and access to decision makers. The Washington Post also described him as "an expert in both politics and policy" and he is listed in the Almanac of the Unelected as an expert in tax, trade, banking/financial services and immigration.

McCormick

Moderator
Robert McCormick

Bob is a partner at Camberview Partners, LLC. Before joining Camberview Partners, Bob was Chief Policy Officer of Glass Lewis, overseeing the policy development of Glass Lewis' proxy voting guidelines and the analysis of over 20,000 Proxy Paper research reports on shareholder meetings of public companies in more than 100 countries. Previous to Glass Lewis, Bob was the Director of Investment Proxy Research at Fidelity Investments where he managed the proxy voting of 700 mutual funds and accounts, holding 5,000 securities worth $1 trillion. He serves on the board of the Northern California Chapter of the NACD. Bob serves on the advisory boards of the University of Delaware's Weinberg Center on Corporate Governance and Enlight Research. Bob authored an article entitled "Good Governance and Shareholder Expectations-an Investor's Perspective" published by the London Stock Exchange in its 2012 book Corporate Governance for Main Market and AIM Companies. Bob frequently speaks at industry conferences and has appeared on CNN, NPR, CNBC, Fox Business News, Business News Network, BBC, Board Member's This Week in the Boardroom, Swiss TV and Bloomberg television. Bob was named one of the 100 most influential people on corporate governance by Directorship magazine from 2008 through 2012, and in 2015. Bob was a panelist on the Public Consultation panel on Corporate Governance and the Financial Crisis at the OECD in 2009 and served on the OECD's Latin American Roundtable Task Force on Related Party Transactions in 2012.

Accreditation

 




Special thanks to our program sponsors:

 

CamberView

kornferry

PwC



 


Question about this Event?

Contact NACD Northern California Chapter 781 Beach Street, Suite 302, San Francisco, CA, 94109-1245 phone: 415-561-6274 fax: 415-561-6120 email: lobue@nacd-norcal.org