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Expert Series: Onboarding and Offboarding Best Practices

  • Thursday, May 11, 2023
  • 3:00 PM - 4:30 PM (EDT)
  • Virtual on Zoom

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New directors face a steep learning curve. In today’s rapidly changing business environment a new director must be brought up to speed on issues relating to the company and board culture as soon as possible to begin adding value.

While most boards have a robust onboarding process, few have similar discipline around directors leaving the board or off-boarding—voluntarily or for performance reasons.

Join us for a conversation with Lodis Forum members Venita Fields and Sara Hays as they discuss their experiences and best practices for effective onboarding and offboarding including:

  • What are the goals of onboarding? 
  • What to do if onboarding isn't offered
  • How to engage new directors
  • How to stay current as a board director during continual change.
  • Setting expectations for off-boarding 
  • Evaluating if a board member should be removed 

Our Speakers:

Venita Fields: CFE Member, Past President & Board Director, Superior Group of Companies (NASDAQ), and 4 private company boards: Derry Enterprises, inc; Lifespace Communities, Inc., David’s Bridal, Inc., and IMA Financial Group. View Venita's bio here

Sara Hays: Sara Hays: Non-Executive Board Chair, ECI US Holdings LLC (G2/G3 family-owned real estate);  Independent Director & Nom/Gov Chair, Draper & Kramer (private real estate and finance with G3-G5 family ownership); Independent Director, Las Aguilas Enterprises (G2/G3 family-owned investments); and Former Director, Apogee Enterprises (NASDAQ:APOG) (manufacturing). Her corporate experience includes COO/GC for Wrightwood Capital (acquired by Ares), SVP/GC for Hyatt Hotels, and Co-Leader of North American Board Practice, Allegis Partners.



Contact us for more information
admin@thelodisforum.com

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