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Northeast Board of Directors Forum

March 22, 2022
4:00 PM to 5:30 PM EST

Kathy Nunez
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  • Summary
  • Agenda
  • Panelists and Moderator
Join BDO as we debrief key considerations for board members heading into shareholder meetings. Hear from fellow board members as they provide insights from the legal, advisory, and investor perspective for boards and management teams to consider in further engagement with shareholders and other stakeholders ahead of annual meetings, and in ongoing interactions.

Discussion topics will reflect enhanced action and disclosure demands being emphasized by the current regulatory environment and accountability for ESG and climate change initiatives, director and workforce diversity, enterprise risk management, compensation and pay practices, proxy reporting and increased shareholder engagement.

We look forward to hosting you for our upcoming Northeast Board of Directors Forum to engage with your fellow public company board members.
 
  • 4:00 - 4:10 PM - Welcome and Introductions
  • 4:10 - 5:15 PM - Educational Forum and Panel Discussion
  • 5:15 - 5:30 PM - Q&A and Wrap-Up
PANELISTS

Megan Gates
– Member/Chair, Corporate Practice; Co-Chair, Securities & Capital Markets Practice, Mintz

Megan is Chair of the Corporate Practice, Co-chair of the Securities & Capital Markets Practice Group, and former member of the Firm's Policy Committee. She advises publicly traded and late-stage private companies, primarily in the life sciences industry, on capital raising, SEC reporting and corporate governance obligations, and merger and acquisition transactions.

As Chair of the Corporate Practice, her responsibilities include managing the strategic direction of the group and implementing its key initiatives, marketing, hiring, personnel management, professional development, performance assessment, work allocation, budgeting, and financial analysis and management.

Megan frequently speaks at conferences on securities offerings, corporate governance, and compliance matters, including at Boston Bar Association panels and industry meetings. She is also active in community organizations in Boston, including serving as a Board member of the Pine Street Inn, the Boston Bar Foundation, and the Japan Society of Boston.
 
Courteney Keatinge – Senior Director, Environment, Social & Governance Research, Glass Lewis

Courteney Keatinge oversees Glass Lewis’ research and vote recommendations for shareholder proposals and covers research on major environmental and social issues in all major markets. Courteney plays a lead role in Glass Lewis’ partnerships with ESG data providers and specializes in issuer and stakeholder engagement, corporate governance and ESG analysis. She is also an active participant in Glass Lewis’ policy and product development. She has written reports for Glass Lewis including Greening the Green: Linking Executive Compensation to Sustainability and Mind the Gap: Board Gender Diversity. She has also contributed to a variety of papers with organizations including the UN PRI and Ceres on issues related to ESG and corporate governance. Before joining Glass Lewis, Courteney worked on corporate governance and corporate social responsibility issues at the California Public Employees’ Retirement System and the Colorado Public Employees’ Retirement Association. She has also filled roles including social media manager and scribe and as a featured author in the Yearbook for the International Corporate Governance Network.

Melissa Means – Managing Director, Pearl Meyer

Melissa is a managing director in Pearl Meyer’s Boston office with over 20 years of experience. Melissa’s areas of expertise include executive and non-employee director compensation, designing, implementing, and communicating total compensation strategies, pay for performance alignment, and short and long-term incentive compensation programs. Melissa works closely with boards and management teams in addressing issues including governance practices, executive transitions, succession planning, and aligning pay with business strategies. She specializes in working with firms ranging in size from small, private and pre-IPO organizations to large multi-national companies across many different industries including materials/industrials, consumer, healthcare, information technology, and biotechnology. In being in the boardroom most days with different clients, Melissa also helps provide context to boards on group behavioral interactions among the board and with management.

MODERATOR

Amy Rojik
– National Managing Partner - Corporate Governance, Communications and Emerging Issues, BDO USA, LLP

As a partner within BDO's National Professional Practice, Amy directs BDO's Center for Corporate Governance and Financial Reporting, overseeing the firm's communications and governance efforts. Amy has more than 25 years of experience in the auditing profession, engaging with financial reporting executives, audit committee, and board members.

Amy leads a collaborative effort in providing continual thought leadership and educational opportunities for clients and contacts of the firm across a broad variety of corporate governance and financial accounting and reporting topics of interest. This includes live and on demand webinar programming, in-person board of director forums and presentations, as well as the development of practice aids, surveys, publications, and alerts.