Start your journey to a corporate board seat.
Overview and Key Takeaways
Learn how you can claim your seat at the boardroom table. Some say serving as a corporate board member is the ultimate career milestone. Gain proven strategies and tips as you:
Uncover what a board role entails, including time and financial commitments
Learn how to identify opportunities to get involved and pave a path towards board membership
Engage with industry professionals who overcame obstacles and earned their seat at the table
These exclusive insights and guidance will assist you to connect with board members and recruiters, as well as be your own best advocate.
Please email your questions in advance to [email protected]g.
You are encouraged to invite your colleagues for this complimentary interactive event.
Featuring:
Liz Atlee is an Independent Board Chair, Strategic Business Executive, Former Chief Compliance & Ethics Officer, and Non-Profit Board Audit Committee Member. Through 25+ years of global experience, Liz has enabled high business growth while navigating technology, cyber, regulatory, and market changes, with geopolitical volatility. She brings to public/private company boards insightful value from the intersection of governance, operations, risk, cyber, data, and culture at Fortune 120/30 leaders CBRE, Inc. (NYSE: CBRE) and BP (NYSE: BP).
Currently, Liz serves as Board Chair of Cyclum Renewables, LLC Travel Centres, a renewable fuels dispenser focused on the commercial industry nationwide. She leads board governance/structure development, guiding Cyclum’s strategy and growth goals of building a network of 400 Transitional & Renewable Truck Stops. A self-professed tech nerd, Liz is a board observer for a legal AI product called Clearbrief.ai which has grown 2x during her tenure; Liz is also an advisor for Progentic.ai, an AI use consulting company.
Most recently, Liz was the SVP and Global Chief Compliance & Ethics Officer at CBRE, where she provided strategic governance and served on the Global Senior Leadership, Risk, Compliance & Legal Team. Liz has received numerous awards from community organizations and publications including, Globe St.com, the Los Angeles Business Journal and the Mexican American Bar Foundation.
Teresa Kong is a finance executive with over 25 years' experience in investment management, capital markets, corporate strategy, ESG, and economic development.
Teresa currently serves as Independent Director of Impax Funds, a pioneer in investing in the transition to a more sustainable economy and as Committee Member of the Asset and Liability Committee of the Virgin Islands Deposit Insurance Corporate (VIDIC).
Prior to her board service, Teresa held several executive roles, including Head of Fixed Income and Portfolio Manager at Matthews Asia and Head of Emerging Market Investments at BlackRock.
Teresa is one of 50 Women to Watch for Boards by 50/50 Women on Boards™ in 2024.
Heather Spilsbury is the Chief Executive Officer at 50/50 Women on Boards™, a global 501c3 nonprofit organization committed to advancing diversity on corporate boards. Heather is a transformational leader, driving the digital and strategic evolution of 50/50 Women on Boards.
Before joining 50/50 Women on Boards, Heather served as Vice President of Marketing and Strategy at The Sheppard, a Los Angeles-based creative agency, where she established and led the agency’s marketing division.
Heather has spearheaded integrated marketing campaigns for globally recognized clients, including LVMH, Moët, Shell Oil, Nintendo, Procter & Gamble, UGG, Revlon, Almay, Starbucks, Legends, the American Heart Association, and OUE. In addition to her professional achievements, Heather is deeply committed to community building and advocacy. She actively serves on the boards of Goodwill Southern California, Women Changemakers for Education, and formerly served on the UC Riverside Extension board.
Moderated By:
Monica Erickson, CFA, is a seasoned institutional investment professional with over three decades of experience in asset management. As a co-founder of DoubleLine Capital, she played a pivotal role in the firm’s growth to $150 billion in AUM, leading strategic planning, governance, and product development, including ETFs and mutual funds. She managed $5 billion in investment-grade corporate bond portfolios and contributed to the development of a firmwide ESG framework to enhance credit analysis and risk management.
Before DoubleLine, Monica was a Vice President at TCW, where she oversaw corporate bond portfolios within a $200 billion asset management platform. She began her career at Froley Revy Investment Company, specializing in convertible bonds at one of the largest managers in the space.
Monica currently serves as an Advisory Board Member for Barksdale Investment Management, CWIM, and Stealth FinTech. She previously held board positions with The Credit Roundtable and CFA LA. A strong advocate for philanthropy and mentorship, she is the founder of the Bonnie Baha Scholarship Fund and co-founder of the Bloomberg Women’s Buy-Side Network.
For more information, please email [email protected].
CFA Institute Qualified Activity: Eligible for 1.0 PL credit hours
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