Join us for an exclusive virtual session featuring industry leaders as KPMG and Women Corporate Directors (WCD) present Financial Services Board Insights. Moderated by Diana Kunz, this session will provide a comprehensive industry overview, backed by key data and emerging trends.

The discussion will focus on three important topics shaping financial services:

• Anti-Money Laundering (AML): Addressing evolving risks, compliance challenges, and strategies to strengthen AML frameworks.
• GenAI in Financial Services: Exploring how generative AI is transforming risk management, operations, and customer engagement.
• 2025 Financial Services Regulatory Updates & Trends: Examining upcoming regulatory changes and their impact on financial institutions and boards.

Don’t miss this opportunity to gain strategic insights from experts, engage in thought-provoking discussions, and stay ahead in an evolving regulatory environment.

Speakers:

Diana Kunz (Moderator), Partner, Audit Sector Leader – Banking & Capital Markets, KPMG US
Dan Boylan, Principal, Head of Financial Crimes Practice, KPMG US
David Fisher, Associate Director, Audit Technology, KPMG US
Julie Gerlach, Partner, Internal Audit & Enterprise Risk, KPMG US
Michael Lamberth, Partner, Advisory, Financial Services Risk, Regulatory & Compliance, KPMG US

CPE approved:

KPMG is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final Authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: https://www.nasba.org

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Private Company & Family Business Peer Exchange

Join us for a conversation on the board’s role in strategic planning and risk mitigation for private companies. Given today’s global geopolitical environment, what more can private company boards due to help management plan for the year ahead? Uncertainty around inflation and interest rates, trade and tariffs, supply chain risk, and AI/Gen AI technologies are making strategic planning and risk management challenging. Are board members fully leveraging their expertise and broader connections to provide greater perspective and council to the CEO on the global landscape and potential implications for the company?

Speakers:

Lesley Antoun, President, Lesley Antoun Consulting; Director, Bonterra Resources Inc., Wainbee Limited, Société Les Ponts Jacques Cartier et Champlain Inc.; WCD Quebec
Roberta F. Brzezinski, Partner and Head, Business Intelligence, The Americas, Control Risks
Maggie Hanson-Muse, Chief Operating Officer, US-ASEAN Business Council; Director, Pan American Development Foundation, Santa Fe International Folk Art Market; WCD Singapore (Moderator)
Kathryn Swintek, Managing Partner, Golden Seed Fund 2 LP; Director, Turtle & Hughes, American Bank of Investments, Oculogica, The Dalí Museum; WCD Tampa

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As AI continues to revolutionize the global landscape, its impact on business and society is becoming increasingly profound. For boards of directors, AI presents a blend of opportunity and challenge that requires vigilant oversight and strategic guidance. WCD and Fordham’s Gabelli School of Business are pleased to bring together an expert panel to discuss AI’s promise and risks including the legal and ethical considerations related to data privacy, intellectual property, and compliance with emerging global regulations, along with good practices for responsible board governance and oversight of generative AI adoption and workforce transformation.

Speakers:

Lerzan Aksoy, Dean and George N. Jean Ph.D., Chair Professor of Marketing, Fordham University-Gabelli School of Business (Moderator)

Margot Carter, Co-Founder, Cien, Inc; Director, Installed Building Products, Tyler Technologies, Eagle Materials; WCD Dallas Fort Worth

Sophia Hudson, Capital Markets Partner, Kirkland & Ellis, LLP

Spero Zacharias, Senior Vice President - Global Information Technology - Major Initiatives, Chubb

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Join us for a comprehensive review of how to navigate the board selection process and position yourself for success. Learn how to identify the right board opportunities, build relationships with recruiters, network with peers, and confidently prepare for board interviews. Gain insight into the in-demand skillsets boards are seeking now, and strategies for networking with the right people including Nominating & Governance Committee members. Our speakers will explore the differences between being on a public, private, nonprofit, and/or advisory board. Whether you’re targeting your first board role or searching for your next board role, this event will equip you with actionable strategies to advance your board journey.

Speakers:

Laurel McCarthy, Consultant, Spencer Stuart
Michelle A. Lewis, Director, Chair NomGov and Compensation Committee, ADENTRA Group, Director, e2log, President, 1911 Advisory, LLC, Advisory Board Member, Jon Brumley Texas Venture Labs
Margaret Preston, Managing Director CK LLC. Director, Chair NomGov, Member Comp, Otis Worldwide Corp.; Director (Comp Comm Member), McCormick & Co
Georganne Hodges, Director & Audit Committee member, PBF Energy, Director & Chair of Nominating & Governance Committee, BWC Terminals, Director & Audit Chair, Natural Gas Services Group, Seed Investor, Golden Seeds

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Compensation & Human Capital Peer Exchange

As AI technologies are adopted, their impact on business and the workforce is proving to be profound. Our speakers will discuss the complex ethical considerations surrounding rapid implementation of AI/Gen AI and its potential transformative effect on the workforce. What risks and benefits related to human capital management are critical for the C-suite and board to discuss and how can they be addressed responsibly? Issues such as algorithmic bias, privacy concerns, transparency and accountability in AI-driven HCM systems, workforce training and reskilling are all important factors to consider. Join us for an insightful discussion on keeping things ethical in the changing world of work.

Speakers:

Jannice Koors, Senior Managing Director, Pearl Meyer (Moderator)
Lisa Shall, Managing Director, Pearl Meyer
More TBA

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More info TBA soon.

Join us for a Regional Institute that convenes and covers topics including corporate governance issues such as:

• Innovation and Life cycle of companies and including corporate culture shifts
• Innovation and Technology
• Family Business
• Entrepreneurship (with focus on female founders and their investment support)
• Enablers of innovation; hearing from banks on financing innovation, or from law firms on reviewing legal frameworks
• Innovation and the military
• Exploring the philosophical underpinnings and paradigm of growth and profitability

An agenda and speakers will be announced soon.

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Join us for WCD's 2025 LATAM Regional Institute. We will convene in Mexico City, Mexico, and cover topics including corporate governance issues focusing on technology innovation and adoption, sustainable development in Latam, navigating trade and tariffs, cyber and AI risk, and more. An agenda and speakers will be announced soon.

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Audit Committee Peer Exchange

An uncertain economic landscape and policy shifts related to trade, tariffs and interest rates make for challenging business conditions and put stress on corporate results and forecasts. How are companies adapting to these shifting conditions and their potential impact on operations, financial plans and models? What can audit committee members do to ensure continued financial health and flexibility for the short- and long-term? What are the known or unexpected risks that could arise that might worsen current expectations and forecasts?