September 22, 2020 Qualified Webinar

History and 2020-2021 Schedule

Featuring Clint Allen, Founder and President

Zoominar Certification Program

Tuesday, September 22, 2020, 2:00 - 3:00p


Attendees Earn 1 Qualified Certification Credit

Contact information will be furnished

September 30, 2020 Qualified Webinar

The Future of Trade and Supply Chains: Resilience in the face of Managed Trade and US-China De-coupling

Michael McAdoo, Partner; Gary Wang, Project Leader; Iacob Koch-Weser, Knowledge Team Lead, Global Trade

The future of Global Trade and Supply Chains post corona-19

Global Trade flows have fallen much more rapidly than GDP as a result of the Covid-19 pandemic. US-China tensions increasingly appear to be chronic, and not a passing political fad. Corporations across many sectors are seeking greater resiliency in their international supply chains. How will the shape and speed of the GDP recovery affect trade levels? How will deepening geopolitical tensions affect trade routes? And how should corporations respond to secure competitive advantage? Michael and his colleagues will walk through BCG’s proprietary research on Global Trade including the growing “de-coupling” between the US and China.

Zoominar Certification Program
Wednesday, September 30, 2:00-3:00p EST
Attendees Earn 1 Qualified Certification Credit
Contact information will be furnished


Michael McAdoo
Partner & Director
Global Trade and Investment


Michael co-leads BCG’s world-wide Global Trade practice, serving clients across industries and geographies. For more than 25 years, he has worked at the nexus of corporate strategy, public policy, and international geopolitics. He has been a member of the senior staff of the prime minister of a G7 country, and a C-suite executive responsible for strategy, international trade, and international business development. He has successfully resolved trade disputes and/or market access barriers in the US, the EU, Russia, China, and Brazil. He has lived and worked in all three NAFTA countries, including running a Mexican manufacturing site with 225 unionized employees.

October 07, 2020 Qualified Webinar


Governor Tom Ridge

2:00-3:00 EST


Born in Pittsburgh’s Steel Valley and raised in Erie, PA, Governor Tom Ridge is well known as one of our nation’s most respected public servants. From his decorated service in Vietnam to Congress, from the Governor’s Office to serving as our nation’s first Homeland Security Secretary, he is well respected across the nation and overseas. A strong and visionary leader, he has gained a deserved reputation as an innovator, not an ideologue and is esteemed by individuals on both sides of the aisle.

Public Service:

  • Following the tragic events of September 11th, 2001, became the first Assistant to the President for Homeland Security and the first Secretary of the U.S. Department of Homeland Security, marking the largest reorganization of government since the Truman administration
  • Served as the 43rd Governor of Pennsylvania, where his aggressive technology strategy helped fuel the state’s advances in economic development, education, health care, and the environment
  • Elected to U.S. House of Representatives in 1982 and overwhelmingly re-elected by Pennsylvania voters five times

Boards, Activities, and Honors:

  • Chairman, National Organization on Disability
  • Cochair, Blue Ribbon Study Panel on Biodefense
  • The Tom Ridge Environmental Center and the Ridge College of Intelligence Studies and Applied Sciences at Mercyhurst University are named in his honor
  • Bronze Star for Valor, the Combat Infantry Badge, and the Vietnamese Cross of Gallantry for his time in the U.S. Army


  • Harvard University, B.A., with honors
  • Dickinson School of Law, J.D.

October 15, 2020 Qualified Webinar

Breaking News Webinar: Major Change, Public Company Reporting

Hosted by Clint Allen, Featuring Matt Gardella, Mintz Levin

Zoominar Certification Program

Thursday October 15, 2:00-3:00 PM ET


Matt represents publicly traded companies and companies on their way to an IPO, especially in capital-raising transactions and mergers and acquisitions. He handles IPOs, private placements, follow-on offerings and debt offerings for companies whose business depends on well-executed access to the capital markets. With respect to M&A, Matt regularly advises companies, boards of directors, special committees, investment banks and investors in both buy and sell-side M&A, other strategic transactions and defensive measures. In addition, Matt counsels public companies on a broad range of corporate, securities and business-related matters, including fiduciary duties, corporate governance and SEC reporting. He is consistently recognized by the publication Best Lawyers in America for corporate governance and other areas. Matt has served as outside general counsel for publicly traded clients in a broad range of industries, especially life sciences, technology and media/telecommunications.

October 28, 2020 Qualified Webinar

State of the Markets

With Andrew Malik, Needham & Company

Zoominar Certification Program

October 28, 2:00 - 3:00p EST
Attendees Earn 1 Qualified Certification Credit
Contact information will be furnished


Chairman, Needham & Company, LLC, and Head of Capital Markets

Andrew Malik was named Chairman of Needham & Company in 2008. Prior to Needham, he spent 21 years at Lehman Brothers, where he was a partner and subsequently managing director. During his time at Lehman, Mr. Malik’s duties included serving as head of Technology Capital Markets and head of the Banking Development Group. Prior to Lehman Brothers, he ran Capital Markets and Institutional Sales for C.E. Unterberg, Towbin (which became L.F. Rothschild, Unterberg, Towbin) from 1971 to 1987. Earlier in his career, Mr. Malik was a security analyst with Josephthal & Co. and a partner in charge of Institutional Sales with Muriel Siebert & Co. A well respected Wall Street veteran, he has worked on more than one thousand equity, debt, and M&A transactions. In addition, he has served on the Board of Directors of several technology companies and venture firms, including a number of years as chairman of the Audit Committee of Hummingbird, Inc. Mr. Malik also lectures extensively on college campuses on a variety of topics related to corporate finance.

November 10, 2020 Qualified Webinar

A D&O Update

Featuring John M. Orr, D&O Coverage Leader

D&O Coverage Leader

Willis Towers Watson, San Francisco, Ca

Participants earn 1 Qualified Professional Director Credit Contact instruction to be sent


John was previously at Integro, where he served for almost 14 years, most recently as the firm’s national executive and professional risk practice leader. Before Integro, he led the West region’s claim advocacy team for Marsh’s FINPRO practice. John began his career as a practicing attorney with the national firm of Arter & Hadden representing directors and officers, and professional liability insurers as coverage and monitoring counsel, rising to a partner with the firm. John received his J.D. and B.A. from the University of Southern California.

November 18, 2020 Qualified Webinar

How Not to get Sued as a Director

Featuring Robert Popeo, Chairman, Mintz Levin

Participants earn 1 Qualified Professional Director Credit Contact instruction to be sent


As Chairman of Mintz and a member of the firm’s Policy Committee, Bob is credited with establishing the firm’s Litigation Practice and, in particular, the nationally recognized White Collar Criminal Defense Practice.

From playing a key role in reforming the Massachusetts court system to his active involvement in a long list of charitable endeavors, Bob has been an integral part of the fabric of Boston’s business and civic communities for more than 40 years. Considered a "force of nature at the Bar," according to Chambers USA, Bob has had a legal career that includes representation of a full spectrum of high-profile clients, including CEOs, doctors, lawyers, and leading political figures. He has also represented several Fortune 500 companies and their directors and officers.

December 02, 2020 Qualified Webinar


Guhan Subramanian

2:00-3:00 EST


H. Douglas Weaver Professor of Business Law, Joseph Flom Professor of Law and Business
Guhan Subramanian is the Joseph Flom Professor of Law and Business at the Harvard Law School and the Douglas Weaver Professor of Business Law at the Harvard Business School. He is the first person in the history of Harvard University to hold tenured appointments at both HLS and HBS. At HLS he teaches courses in negotiations and corporate law. At HBS he teaches in several executive education programs, such as Strategic Negotiations, Making Corporate Boards More Effective, and the Advanced Management Program. He is the faculty chair for the JD/MBA program at Harvard University, the Harvard Program on Negotiation, and the Mergers & Acquisitions executive education course at HBS. Prior to joining the Harvard faculty he spent three years at McKinsey & Company

December 10, 2020 Qualified Webinar

Running a Successful Audit Committee

Moderated by Krishna Palepu and Blythe McGarvie


Blythe J. McGarvie, as Founder and President of Leadership for International Finance, heads a team of enthusiastic experts committed to increasing clients' business performance. Blythe currently serves on the Boards of Accenture Ltd, The Pepsi Bottling Group, St. Paul Travelers Companies, Lafarge North America and Wawa Inc. and has served on numerous non-profit boards.Prior to founding her firm, Blythe was Executive Vice President and Chief Financial Officer of BIC Group, one of the world's leading manufacturers of convenient disposable products. She also served as Senior Vice-President and Chief Financial Officer of Hannaford Bros. Co., a Fortune 500 supermarket retailer, and as Chief Administrative Officer – Pacific Rim of Sara Lee Corporation. Blythe is a Certified Public Accountant and earned an MBA degree from Kellogg Graduate School of Management at Northwestern University. She received the Kellogg Graduate School of Management Schaffner Award, presented to an alumnus (a) who is pre-eminent in his or her field and who provided outstanding service to Kellogg. In 2003, she was appointed as Senior Fellow of The Kellogg Innovation Network.Blythe has been featured in numerous national and international publications, including The New York Times and CFO magazine. Her new book Fit In, Stand Out, Mastering the FISO Factor for Success in Business and Life explains the key to leadership effectiveness. Visit to learn more. Career Summary Serves as a director on five corporate boards (Accenture, Pepsi Bottling Group, St. Paul Travelers Companies, Lafarge North America and Wawa, Inc.). MBA/CPA Chief Financial Officer with a proven record of building shareholder value in organizations undergoing significant change. Over a 26-year career, developed strategic initiatives to drive growth and profits for domestic and international businesses. Possesses broad and deep expertise in strategic business development, international acquisition, information technology, tax, treasury, financial planning and reporting, and accounting.


Krishna G. Palepu, joined the faculty of the Harvard Business School in 1983, and he is currently the Ross Graham Walker Professor of Business Administration. In addition to his academic position, Professor Palepu is Senior Advisor to the President for Global Strategy at Harvard University. Prior to this, Professor Palepu held other leadership positions at the School, including Senior Associate Dean, Director of Research, and Unit Chair.

January 13, 2021 Qualified Webinar

The Economics of Organizations and Human Resource Practices

Hosted by Clint Allen featuring Professor Paul Oyer, Stanford Business School


Paul Oyer studies the economics of organizations and human resource practices. His work has looked at the use of broad-based stock option plans, how firms use non-cash benefits, how firms respond to limits on their ability to displace workers, and how labor market conditions affect their entire careers when MBAs and PhD economists leave school. Oyer's current projects include studies of of the "Gig Economy" and a study of how people's backgrounds determine the decision to become an entrepreneur and the success of ventures that they start.

January 28, 2021 Qualified Webinar

The Dynamics of an Effective Non-Executive Chairman

Hosted by Clint Allen featuring Joe Martin and Jack O'Brien two skilled c-suite executives with extensive Non-Executive Chairman Experience

Attendees earn 1 Qualified Credit

Contact information will be sent prior to the event.


Director Since July 2003

Mr. O’Brien retired in 2002 as the Chief Executive Officer of Allmerica Financial Corporation, a public insurance company. In addition to serving on our Board of Directors, he is a director of Cabot Corporation, a global specialty chemicals corporation, and a director of The TJX Companies, Inc., an off-price retailer of apparel and home fashions. Mr. O'Brien was a director of a family of registered investment companies managed by BlackRock, an investment management advisory firm, until December 2018. From August 1989 to November 2002, Mr. O’Brien was President and Chief Executive Officer of Allmerica Financial Corporation. From 1968 to 1989, Mr. O’Brien held several positions at Fidelity Investments, including Group Managing Director of FMR Corporation (from 1986 to 1989), Chairman of Institutional Services Company (from 1986 to 1989) and Chairman of Brokerage Services, Inc. (from 1984 to 1989).


Mr. Martin is the Non-Executive Board Chairman for Brooks Automation, Inc., a publicly traded company that is a leading provider of life science and semiconductor manufacturing automation solutions worldwide, headquartered in Chelmsford, MA. Mr. Martin had previously served as Vice Chairman of the Board for Fairchild Semiconductor Corporation, a publicly traded company designing and manufacturing power semiconductors. Besides Brooks Automation, he is also currently a member of the board of directors and Chairman of the Nominating and Governance committee of Collectors Universe, Inc., a publicly traded company that provides third-party authentication and grading service for high-value collectibles; Bionik Laboratories Corp. a publicly traded medical device and robotics company focused on developing transformational technologies and solutions for individuals with neurological disorders, where he chairs the Audit and Finance Committee; and a member of the board of directors and also chairman of the Audit Committee for privately-held Allegro MicroSystem, which manufactures high-performance power and sensing semiconductors. Mr. Martin currently serves as a trustee of Embry-Riddle Aeronautical University, where he was Commencement Speaker and received an honorary Doctorate in 2018. Mr. Martin previously served as a director of SynQor, Incorporated, a privately held manufacturer of power converters, and Soitec, Inc., a publicly traded semiconductor wafer processing company.

February 09, 2021 Qualified Webinar

Heeding the Board's 5 Observables

Webinar Featuring Mark Pfister

2:00 - 3:00 PM, ET


Mark A. Pfister is CEO of Integral Board Group and the Chairman of the Board. He is also CEO of M. A. Pfister Strategy Group, an executive management firm that serves as a strategic advisory council for executives and Boards in the private, public, and nonprofit sectors. He is a 'Board Macro-Influencer' and his success has been repeated across a wide range of business situations and environments. Mr. Pfister prides himself on being a coach and mentor to senior executives and is sought by teammates for his unique skill sets. In Board Director circles, Mr. Pfister has earned the nickname 'The Board Architect.'

February 23, 2021 Qualified Webinar

Current and Future Director Fees

Featuring Jan Koors, partner, Pearl Meyer and Partners


Ms. Koors is a senior managing director with Pearl Meyer and president of the firm’s Western region. She has more than 25 years of experience in executive compensation and governance, and has consulted to companies of all sizes and industries. She advises company boards and management teams on all aspects of executive and director compensation design, performance measure selection and calibration, and related corporate governance issues. She is also responsible for the firm’s annual Director Compensation Study, published in conjunction with the NACD.

A noted expert in the field, Ms. Koors has been quoted in publications such as The New York Times, The Wall Street Journal, and Financial Times. She has appeared on CNN’s MoneyLine, NBC Nightly News, and has spoken at numerous seminars on executive and director compensation issues. Ms. Koors is an NACD Governance Fellow, and serves as faculty for the NACD’s Director Professionalism and Master Class programs. In 2016, she was named for the ninth time to the D100 list of the most influential people in corporate governance.

Ms. Koors received her BA from Wellesley College, and is a member of the Wellesley College Business Leadership Council.

March 09, 2021 Qualified Webinar

Investment Banking in the 2021 Administration

Hosted by Clint Allen, Featuring Jim Apostolides, Managing Director Needham & Company

Zoominar Certification Program

Tuesday March 9, 2:00 - 3:00p

Attendees Earn 1 Qualified Webinar Certification Credit

Contact information will be furnished


Mr. Apostolides joined Needham & Company as a Managing Director in the Mergers & Acquisitions Group in 2008. He has 46 years of experience as an investment banker, a strategy consultant and a corporate executive, and he has completed a wide variety of transactions valued at well over $100 billion. In addition to serving a broad range of clients on M&A and restructuring matters, Mr. Apostolides also serves as Chairman of the Firm’s Fairness Opinion Committee.

Mr. Apostolides began his career at McKinsey & Company, helping clients develop strategies to address growth, resource allocation, turnaround and diversification issues across a wide range of industries, and was based in New York, Amsterdam and Athens.

As an investment banker, he has worked at Salomon Brothers, Scully Brothers & Foss, Lehman Brothers, Morgan Stanley and Citigroup. Most of his banking career was devoted to working on large, extremely complex projects for some of the world’s most demanding clients, including GE, KKR, Accenture, GM, Hughes Aircraft, EDS, United Technologies and IBM.

Mr. Apostolides also spent four years in executive roles at Accenture, Oracle and BearingPoint, executing C-suite special projects of a financial and strategic nature.

Mr. Apostolides has a BS in Operations Research and an MBA in Finance, both from New York University.

March 23, 2021 Qualified Webinar

An Update on the Political Arena

Hosted by Clint Allen, Featuring Michael Whouley, Political Consultant

Zoominar Certification Program

March 23, 2021 2:00 - 3:00p

Attendees Earn 1 Qualified Webinar Certification Credit

Contact information will be furnished


As a co-founder of Dewey Square Group with more than 25 years of experience, Michael has been a key strategist in many of the nation’s high-profile public policy debates. He has led “war room” campaigns, directing messaging and political strategy operations for Fortune 50 companies, non-profits and coalitions.

A senior strategist for several national campaigns, Michael’s experience includes serving as General Election Director at the Democratic National Committee in 2004, Chief Political Strategist for the DNC in 2000, and senior advisor to the John Kerry for President and Gore 2000 campaigns. Additionally he was National Field Director for Clinton/Gore ’92 and National Campaign Manager for Vice President Gore during the 1996 reelection. Following the Clinton/Gore victory in 1992, Michael was appointed Director of the Office of Priority Placement in the White House Office of Personnel. In 2006 he oversaw national GOTV activities for the Democratic Congressional Campaign Committee, which led to a historic gain in US House seats and Democratic control of Congress.

Michael is a native of Boston and a graduate of Boston College.

April 07, 2021 Qualified Webinar

Getting a Board Seat

Hosted by Clint Allen, Featuring Mike Jeans.

Zoominar Certification Program

Tuesday, April 7, 2:00 - 3:00p

Attendees Earn 1 Qualified Certification Credit

Contact information will be furnished


May 05, 2021 Qualified Webinar

Governor George Pataki Revisits Where Washington DC is Leading Us

Hosted by Clint Allen, Featuring former N.Y. Governor and Presidential Candidate, George Pataki

Zoominar Certification Program
Wednesday, May 5, 2:00 - 3:00p
Attendees Earn 1 Qualified Webinar Certification Credit
Contact information will be furnished


George Elmer Pataki (/pəˈtɑːki/; born June 24, 1945) is an American lawyer and Republican politician who served as the 53rd Governor of New York (1995–2006). An attorney by profession, Pataki was elected mayor of his hometown of Peekskill, New York and went on to be elected to the State Assembly and the State Senate. In 1994, Pataki ran for Governor of New York against three-term incumbent Mario Cuomo, defeating him by a margin of more than three points as part of the Republican Revolution of 1994. Pataki would himself be elected to three consecutive terms, and was the third Republican Governor of New York elected since 1923 (the other two were Govs. Thomas E. Dewey and Nelson Rockefeller). As of 2020, Pataki is the most recent Republican to hold any statewide office in New York.
In early 2015, Pataki began exploring a candidacy for the Republican nomination for President of the United States in 2016; he announced his candidacy on May 28, 2015. On December 29, 2015, Pataki ended his campaign before the Republican presidential primaries had begun.

May 25, 2021 Qualified Webinar

Basic Info All Directors Should be Aware of

Webinar featuring Megan Gates, Mintz Levin

2:00pm - 3:00pm EST

Participants earn 1 Qualified Webinar Credit toward all levels of Professional Director Certification


Megan is a prominent corporate and securities attorney who deftly steers public companies through capital-raising transactions, SEC reporting obligations, and mergers and acquisitions. She applies knowledge she gained during an earlier in-house role with a laboratory and analytical instrument maker to ably advise life sciences and other clients on corporate governance and SEC compliance matters. She is a graduate of Wellesley College and BC Law School.

June 16, 2021 Qualified Webinar

An Update of the Cyber Crime Epidemic

Brigadier General Gregory J Touhill, Retired, USAF


Brigadier General Gregory (Greg) J. Touhill Ret, USAF, is President of AppGate Federal and is on the faculty of Carnegie Mellon University. He was previously appointed by President Barack Obama as the first Federal Chief Information Security Officer of the United States, stepping down in January, 2017.

June 29, 2021 Qualified Webinar

Thinking Strategically about Risk Management

Hosted by Clint Allen, Featuring R. Brad Oates

Zoominar Certification Program

June 29 2:00 - 3:00p

Attendees Earn 1 Qualified Webinar Certification Credit

Contact information will be furnished


Brad Oates once had a distinguished professional football career in the National Football League after a noted athletic career at Brigham Young University (“BYU”) where Brad was a two-time captain of the football team and was named to the 1975 Associated Press All-American team. Brad augmented his off seasons in the NFL by attending law school at BYU’s Law School. He graduated with honors in 1982, and he was awarded the Professional Responsibility Award by the Utah Bar Association. In 1985, Brad began his multi-faceted professional career in Texas, beginning with the banking industry. Brad is currently Chairman of Stone Advisors, LP, a Dallas-based buyout, business advisory, and resolution services firm. Former senior executive positions include: Chairman of NFC Global; Chairman of Universal Hardwood Flooring; Chairman of eBureau; Chairman of RiskWise International; President of LexisNexis Risk Solutions Group; Executive Vice President of Stone Capital; President/COO of Bluebonnet Savings Bank; and SVP/General Counsel of Stockton Savings Bank. Brad holds an Executive Masters Professional Director Certification from the American College of Corporate Directors, and serves as an independent board member at CIT Group (NYSE:CIT). He also serves on the Advisory Board of the Institute for Excellence in Corporate Governance that is associated with the Jindal School of Business at University of Texas – Dallas. He is a former Chairman of the Texas Savings and Community Bankers Association. And, he is a noted lecturer on business ethics and corporate governance.