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http://www.opusinvestment.com

Corporate Governance Roundtable
Strategies to Avoid the Chutes & Climb the Ladders to Success

Wednesday, November 13, 2019
11:00 a.m. – 4:00 p.m.
Registration: 10:30 a.m.
The Century House
997 New Loudon Road
Latham, NY 12110

AGENDA

10:30 a.m.
Registration

11:00 a.m.
Not Your Average Board Game: Corporate Governance Best Practices
Jim Morris, Senior Manager, Consulting Practice, Baker Tilly

12:30 p.m.
Lunch

1:15 p.m.
Play Chess Not Checkers:  The Board’s Role in Investments
William Piel, Vice President, Co-Head of Portfolio Management, Opus Investment Management, Inc.

1:45 p.m.
Play Your Cards Right with the Right Players: Board Recruitment and Retention
Marc Gyimesi, Senior Search Consultant, The Carlisle Group

2:45 p.m.
Regulatory Focus:  Getting Past Go as You Prepare for CGAD
Jim Morris, Senior Manager, Consulting Practice, Baker Tilly

3:45 p.m.
Closing Remarks

4:00 p.m.
Adjourn

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