Events

Upcoming Events & History

Passageways Webinar
Measuring & Transforming Corporate Culture to Minimize Risk & Improve Valuation
Speaker with Brian P. Rivel, Chairman & CEO, Rivel Research Group, September 18th, 2019
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Passageways Webinar
Strategic Thinking & The New World Order of Governance Realities
Speaker with Charles M. Elson, Director of the John L. Weinberg Center for Corporate Governance at the University of Delaware,  June 20th, 2019
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Passageways Webinar
Google’s Innovation, Culture and Decision-Making: Driving Accurate News and Information in the Digital Age
Speaker with Jason Washing, Director, Strategic Partnerships, Partner Business Solutions, Google, July 10th, 2018
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CUES Director Strategy Seminar
Gain a strong foundation of strategy development to fulfill your Director responsibilities efficiently. You’ll discover ways to improve your planning processes and find out how to cultivate strategy year-round. Leave knowing how to optimize the skills and time commitment of your board members.
Keynote Speaker, July 25-27th, 2018
Register Here

Passageways Webinar
Overcoming The The Top Five Risks of 2018
Speaker, March 8th, 2018 2pm
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FCC Services 2017 Director Leadership Conference
Your Board Needs to Embrace Transformation: Digital and Human
Fernandina Beach, Florida
Keynote Speaker, November 15th, 2017
Register Here

List, Sell Negotiate Conference
International Convention Center Sydney, Australia
Keynote Speaker, October 31st, 2017
Register Here

Passageways Webinar
Exceptional Leadership: How To Optimize For Results
Listen To Webinar
Speaker, October 25th, 2017 2pm

NACD Global Board Leader’s Annual Summit
Landing Your Next Board Seat
Gaylord National Resort & Convention Center, MD
Panelist/Facilitator, October 3, 2017
Register Here

Passageways Webinar 
Board Meeting Optimization: Driving Excellence
Listen To Webinar
Speaker, August 8th, 2017 2pm

Passageways Webinar 
Board & Management Succession Planning: Best Practices for Sustainable Success
Listen to Webinar
Speaker, May 18, 2017 2pm

Passageways Webinar 
Strategy Execution: A Proven Path to Results
Listen To Webinar
Speaker, April 5, 2017 2pm

Passageways Webinar 
Lead Your Culture or Your Culture Will Lead You
Listen To Webinar
Speaker, February 22, 2017 2pm

Passageways Webinar 
The Six Fundamentals of Success: Create a Culture of Results in 2017
Listen to Webinar
Speaker, January 24, 2017 1pm

NACD Webinar
Preview of the 2017 Regulatory Environment
Sign Up Here
Speaker, January 19, 2017 2pm

Passageways Webinar
Maximizing Meetings: Best Practices for Management & Boards
Listen to Webinar
Speaker, November 29th, 2016 1pm

Passageways Webinar
Cybersecurity: Five Best Practices for Boards of Directors
Listen to Webinar
Speaker, October 26th, 2016 2pm

NACD 2016 Global Board Leaders’ Summit
Landing Your Next Board Seat
Panel Facilitator & Speaker, September 19th, 2016

Passageways Webinar
Your board needs to Embrace Transformation: Digital and Human
Listen to Webinar
Speaker, August 24th, 2016

Agenda Education: Responding to Activists
Webcast Discussion How Boards Can Best Respond to Activists Through a Combination of Genuine Engagement and Defense of Boards’ Positioning
Panelist, February 23, 2016

NACD Webinar
Cyber-Risk Oversight:  A focus on ERM and C-Suite to Boardroom, Stuart as Moderator,  April 14, 2016

Money Media Webinar
Agenda Education:  Responding to Activists, Stuart as Panelist, February 23, 2016

Women in the Boardroom
“Preparing Yourself for Public Board Candidacy”
Sole Webinar Presenter, October 15, 2015

NACD Directorship 2020
Power Breakfast:  Every Company Is a Technology Company
Panelist, Washington DC, Sept 29th, 2015

NACD Directorship 2020
Technology and Cyber Risk Master Class
Panelist, Laguna Beach, CA, August 20, 2015

Society of Corporates Secretaries and Governance Professionals
69th National Conference
“Board Recruitment and Refreshment”
Panelist, Chicago, Illinois, June 26, 2015

Society of Corporates Secretaries and Governance Professionals
69th National Conference
“What Directors Want, and Need, to Know – Considerations for preparing Board Materials”
Panelist, Chicago, Illinois, June 25, 2015

Northwest Farm Credit Services Financial Summit
“The Power of Fundamentals: Relentless Strategic Leadership to Ensure Exceptional Customer Value”
Seattle, Washington, May 6, 2015

HANYS 2015 Human Resources Conference
“Quality Results through Effective Leadership”
Closing Keynote Speech, Brooklyn NY, April 24, 2015

Women in the Boardroom
“Conservations in the Boardroom”
Panelist, New York, NY, April 9, 2015

NACD Luncheon Program
“Executive Compensation and Upcoming Proxy Season”
Panelist, New York, NY, February 11, 2015

NACD NJ Chapter Event
“Looking towards the 2015 Proxy Season”
Panelist, January 15, 2015

NACD Webinar
“Finding and Leveraging Talent to Drive Shareholder Results
Moderator, November 6, 2014

Massachusetts/New Hampshire/Rhode Island Credit Union Leagues
2014 Fall Leadership Conference
“Innovative Board Governance”
Keynote, New Castle, New Hampshire, October 25, 2014

NACD Corporate Governance Conference
“The Internet of Everything”
Facilitator, Washington DC, October 13, 2014

Russo Partners, LLC
“An Interactive Leadership Program”
Workshop, Bellport, NY, July 10, 2014

Agenda Webinar
“Face Compliance Challenges at the Board Level”
Panelist, July 8, 2014

NACD Webinar
“Boards and Shareholders:  The Case for Engagement”
Moderator, June 6, 2014

New Jersey Credit Union League
“Adopting Best Practice for Board Governance”
Keynote, Hightstown, New Jersey, May 15, 2014

IR Magazine Think Tank
Panelist, Palo Alto CA, April 2, 2014

NACD Board Leadership Conference 2013
“The Board as a Strategic Asset for Private Companies”
Panelist, National Harbor, MD, October 15, 2013

KPMG Board Vision VIDEO
BV Episode #1 – “Utilization of a Director, October 15, 2013

Society of Corporate Secretaries and Governance Professionals 67th National Conference
“Enhancing the Role of the Corporate Secretary”
Panelist, Seattle, Washington, July 12, 2013

NACD Webinar
“What’s Next in Shareholder Communication”
Moderator, June 25, 2013

KPMG Small Biz Conference
Panelist, Atlanta GA, June 18, 2013

Card Services for Credit Unions CSCU
“Is Your Credit Union Ready to Innovate?”
Keynote, St. Petersburg, FL  April 26, 2013

NACD Webinar
“Moving Across the Social Media Spectrum”
Moderator, March 19, 2013

Daniel Gale/Sotheby’s International Realty
“Can You Learn As Fast As the World Is Changing?”
Keynote, Cold Spring Harbor, New York, January 13, 2013

Agenda Webinar
“How Board Members Can Best Oversee the Management’s Disaster Preparation Plan to Assure Business Continuity in the Event of a Clamity”
Panelist, December 20, 2013

NACD Boardroom Excellence Series, Webinar
“Responsibility and Reality for Directors”
Moderator, June 6, 2012

NACUSO
“Can You Learn As Fast As the World Is Changing?”
Keynote, Las Vegas, Nevada, May 9, 2012

State Employees Credit Union – SECU
“Relentless Strategic Leadership and Effective Governance Best-Practices to Ensure Member Value”
Workshop, Linthicum, Maryland, May 4, 2012

State Employees Credit Union – SECU
“Can You Learn As Fast As the World Is Changing?”
Workshop, Linthicum, Maryland, May 3, 2012

NACD Boardroom Excellence Series, Webinar
“Capitalism, Transparency and Ethics”
Panelist, April 10, 2012

CUES
“Is Your Credit Union Positioned to Survive and Thrive?”
Workshop, Steamboat Springs, Colorado, March 5, 2012

CUES
“The Fundamentals of Exceptional Governance that Achieve Results”
Workshop, Steamboat Springs, Colorado, March 5, 2012

NACD Webinar
“Technology, Innovation and Strategy”
Panelist, February 14, 2012

NACD, Battlefield to Board Room
“The Key Committee”
Panelist, Washington DC, February 29 2012

NACD Boardroom Excellence Series, Webinar
“Succession Planning”
Panelist, January 19, 2012

NACD Boardroom Excellence Series, Webinar
“Evolving Role of the Lead Director”
Panelist, December 13, 2011

Long Island Business News
Leading in Modern, Strange and Difficult Times
Panelist, Bethpage, New York, December 8, 2011

NACD Webinar
“NACD’s Quarterly Environment Update”
Panelist, November 17, 2011

Municipal Credit Union
“New York City Macro-Issues: Key Insights Impacting Credit Union Strategy and Focus”
Keynote, New York, NY, October 21, 2011

NACD Board Leadership Conference 2011
“Dysfunctional or Dynamic?  Your Role in Board Relationships”
Speaker, October 3, 2011

Pennsylvania Credit Union League
“Building the Governance Model and a Board that Will Drive Success for Your Credit Union and CUSO in the 21st Century”
Keynote, September 26, 2011

CUNA Operations Sales & Service Council
“Ensuring Mergers and Acquisition Integration Success”
Breakout Session, San Antonio, Texas, September 27, 2011

34th Annual National Directors Convention
“Relentless Strategic Leadership to Ensure Member Value”
Keynote, Las Vegas, Nevada, August 2-5, 2011

Coast Hills Federal Credit Union
“Relentless Strategic Leadership to Ensure Member Value: Governance, Risk Management and Technology”
Keynote Speaker, Cambria, CA, August 24, 2011

NACD Webinar
“New Standards and Credentials for Director Professionalism”
Panelist, August 17, 2011

NACD Boardroom Excellence Series, Webinar
“Boards and CEOs:  Trust, Transparency and Constructive Tension”
Panelist, June 1, 2011

Fidelity Investments
“The Power of Fundamentals Executive Program”
Keynote, Boston, MA, May 19, 2011

Colliers International High Producer Event
“The Power of Fundamentals Executive Program”
Keynote, Montreal, Canada, May 6, 2011

NACD Boardroom Excellence Series, Webinar
“Board/C-Suite Interaction:  Skills of the IT Team”
Moderator, May 4, 2011

NACUSO
“A Macro View:  Current Market Realities and New Member Opportunities”
Breakout Session, April 27, 2011, Las Vegas, Nevada

NACUSO
“Building the Governance Model and a Board that Will Drive Success for Your Credit Union and CUSO in the 21st Century”
Breakout Session, April 26-29, 2011, Las Vegas, Nevada

NACD Boardroom Excellence Series, Webinar
“Board/C-Suite Interaction:  The Importance of Brand
Moderator, April 6, 2011

Professional Golf Association Leadership and Career Management Workshop
Leadership Training”
Keynote Speaker, Dallas, TX, March 24, 2011

Professional Golf Association Leadership and Career Management Workshop
Leadership Training”
Fredericksburg, VA, March 10, 2011

PGA Leadership and Career Management Workshop
Leadership Training”
Oak Brook Illinois, March 7, 2011

PGA Leadership and Career Management Workshop
“Leadership Training”
Coeur d’Alene, Idaho February 21, 2011

NACD Director Professionalism Master Class
“The Board as a Strategic Asset”
Panelist, Clearwater, FL December 8, 2010

NACD Boardroom Excellence Series, Webinar
“Board Composition and Evaluations”
Panelist, December 1, 2010

NACD Boardroom Excellence Series, Webinar
“Board Processes for a New Era”
Panelist, November 3, 2010

NACD Corporate Governance Conference
“The Age of the Super Director”
Panelist, Washington, DC, October 18, 2010

NACD, Boardroom Excellence Webinar Series
“Board Level Briefing On Proxy Access”
Facilitator, September 1, 2010

The Society of Corporate Secretaries and Governance Professionals 64th Annual Conference
“The Role of the Lead Independent Director”
Panelist, Chicago, Illinois, July 8, 2010

The Society of Corporate Secretaries and Governance Professionals 64th Annual Conference
“Small & Mid-Cap Companies – Streamline Corporate Governance”
Panelist, Chicago, Illinois, July 8, 2010

NACD, The New Director Summit
Panelist, New York, NY, June 7, 2010

Chaddick Ellig Harvard Club event
“Women Corporate Directors”
Panelist, New York, NY, May 19, 2010

NACD Boardroom Excellence Webinar Series
“Board’s Role in Developing Corporate Strategy”
Panelist, May 5, 2010

The Long Island Museum
“Fundamentals Are the Future”
Keynote, Stony Brook, NY, April 22, 2010

St. Joseph’s College
Keynote, Patchogue, NY, March 26, 2010

Credit Union Reality Check Conference
“Relentless Strategic Leadership to Ensure Member Value”
Keynote, Atlantic City, NJ, March 23, 2010

2010 Quality Fair, Leadership at Every Level, University of Minnesota
“Strengthening Your Leadership Capacity to Achieve Quality Results in a Pandemic Technology Revolution”
Keynote, February 4, 2010

NACD, Boardroom Excellence Webinar Series
“Building the Right Board”
Facilitator, February 3, 2010

CUNY School of Professional Studies, New York City
“Fundamentals Are The Future”
Keynote, New York, NY, February 1, 2010

Society of Corporate Secretaries and Governance Professionals
“Guiding Your Board”
Panelist, Orlando, Florida, January 29, 2010

Society of Corporate Secretaries and Governance Professionals
“Beyond the Basics, Compensating and Managing an Effective Board”
Panelist, Orlando, Florida, January 28, 2010

Credit Union Learning Event
Host, University Club, New York, NY, August 5, 2009

Directorship Magazine
Panelist, New York, NY, July 14, 2009

National Association of Corporate Directors
Keynote, Fairfield, CT, June 10, 2009

Palisades Institute of Dominican College
Keynote, Sparkill, NY, April 7, 2009

University of California San Francisco
Keynote, San Francisco, CA, April 22, 2009

National Grid Leadership Meeting
Keynote, Wading River, NY, April 2, 2009

National Association for Home Care & Hospice, 2009 Industry Strategic Planning Congress
Keynote, San Diego, CA, January 30, 2009

Healthcare Trustees of NY State
Keynote, Bolton Landing, NY, September 7, 2008

Cut to the Chase Workshop Capital Communications Federal Credit Union
Albany, NY, June 3, 2008

Home Care Association of NJ, Inc.
Keynote, East Rutherford, NJ, May 13, 2008

Why Women Mean Business
Keynote, New York, NY, April 7, 2008

The Directorship Boardroom Roundtable/Eisner LLP
Keynote, New York, NY, January 23, 2008

LECG
Keynote, Scottsdale, AZ, January 12, 2008

Hofstra University
Keynote, Hempstead, NY, May 19, 2007

Cut to the Chase Workshop for Workoptionsgroup
Denver, CO, May 3, 2007

Power of Fundamentals Course for AIG
New York, March 22, 2007

Hofstra Univeristy
Keynote, Hempstead, NY, March 8, 2007

Leadership & Innovation Summit
Keynote, New York, January 31, 2007

Power of Fundamentals Course for Pricewaterhouse Coopers
Dallas, Texas, January 3, 2007

Sterling Testing Systems
Keynote, New York, November 10, 2006

Deloitte Touche Keynote Speaking Engagement
Keynote, New York, October 16, 2006

NY Blood Center Account Manager’s Recognition Event
Keynote, New York, September 8, 2006

2006 Leadership & Innovation Summit
Keynote, New York, May 10, 2006

Siemens
Keynote, Scottsdale, AZ, May 3, 2006

Duro Bag Manufacturing Company
Keynote, Covington, KY, March 3, 2006

New York State Credit Union CEO Roundtable
Keynote, New York, March 30, 2006

New York State Country Club Managers Conference
Keynote, Glen Cove, NY, January 26, 2006

SCA North America Tissue Distributor Advisory Council Meeting
Keynote, Great Exuma, The Bahamas, January 24, 2006

Connecticut Hospital Association
Keynote, April 28, 2005

KeySpan Energy
Keynote, Hauppauge, NY, March 24, 2005

Verizon IT Conference
Keynote, Tampa, FL, March 3-4, 2005

2005 Practice Management Seminar
Keynote, Atlantic City, NJ, March 2, 2005

Execuleaders
Keynote, Farmingdale, NY, February 17, 2005

Professional Women’s Association
Keynote, New York, January 18, 2005

The Accounting Firm Leadership Form
Keynote, Orlando, FL, November 14-16, 2004

Hofstra
Keynote, Hofstra University, October 27, 2004

The Accounting Firm Marketing Forum
Keynote, October 22, 2004

Association of Fundraising Professionals
Keynote, Melville, NY October 18, 2004

Otesaga Hotel Convention
Keynote, October 12, 2004

HFMA
Keynote, New York, September 14, 2004

LIMBA Breakfast
Keynote, Hauppauge, NY August 20, 2004

American Society for Training and Development
Keynote, New Jersey, June 22, 2004

Great Neck Chamber of Commerce
Keynote, Great Neck, NY, June 17, 2004

Webster National Bank
Keynote, Hartford, CT, June 14, 2004

Media Entertainment Roundtable
Keynote, New York,   May 26, 2004

Institute for Student Achievement
Keynote, New York, May 20, 2004

International Business Women’s Club
Keynote, Great Neck, NY, May 11, 2004

Meritas International Legal Association
Keynote, Dallas, TX, April 29, 2004

Federal Reserve Bank
Keynote, Dallas, TX, April 27, 2004

SUNY Old Westbury College
Keynote, Old Westbury, NY April 22, 2004

NYU Stern Graduate School of Business
Keynote, New York, NY April 21, 2004

Association of Information Technology Professionals (AITP)
Keynote, Jericho, NY, April 20, 2004

Dowling College MBA Program
Keynote, Oakdale, NY, April 17, 2004

American Society for Training and Development (ASTD)
Keynote, Totawa, NJ, April 13, 2004

Let’s Talk Business
Keynote, New Jersey, April 12, 2004

American Society for Training and Development
Keynote, New York City, April 7, 2004

Healthcare Financial Management Association (HFMA)
Keynote, White Plains, NY April 1, 2004

Advancement for Commerce and Industry
Keynote, Huntington Hilton, Melville, NY  March 25, 2004

Ruskin, Moscou, Faltischek PC
Keynote, Uniondale, NY, March 24, 2004

Citibank Private Banking Breakfast
Keynote, Garden City Hotel, NY, March 3, 2004

Huntington Book Revue
Keynote, Huntington, NY, January 29, 2004

Marketing Partner Forum
Keynote, Orlando, Florida, January 22, 2004

KeySpan Customer Relationship Event
Keynote, Garden City, NY, January 22, 2004

Gentiva Health Services, 2004 Leadership Conference
Keynote, Ft. Lauderdale, Florida, January 15, 2004

Association for Information Technology Professionals
Keynote, New York, April 23, 2002

San Diego Regional Economic Development Corporation
Keynote, March 5, 2002

Corporate Directors Forum
Keynote, San Diego, March 5, 2002

Young Presidents’ Organization
Keynote, New York, November 2001

Citibank Private Banking
Keynote, New York, October 25, 2001

Hofstra University
Keynote, New York, May 16, 2001

Dowling College
Keynote, New York, April, 2001

ViaTech Publishing Solutions
Keynote, Atlanta, Georgia, November 5, 2000

Luce, Forward, Hamilton & Scripps LLP
Keynote, San Diego, CA, May 19, 2000

LEAD San Diego, Inc.
Keynote, May 18, 2000

Thomas Publishing
Keynote, New York, May 8, 2000

Gentiva Health Services
Keynote, Annual Convention, Aruba, April 5, 2000

American Society for Quality
Keynote, New York, February 17, 2000

New York State Banking Department
Keynote, 1999 Symposium, New York, Keynote, October 25, 1999

Long Island Sales and Marketing Executives
Keynote, New York, September, 22, 1999

Clothing Manufacturers Association of the USA, International Conference
Keynote, Fashion Institute of Technology, New York, September 8, 1999

Alternative Resources Corporation
Keynote, Annual Convention, Las Vegas, Nevada, July 18, 1999

University Health System Consortium
Keynote, Oak Brook, Illinois, May 25, 1999

Olsten Corporation
Keynote, Annual Convention, St. Thomas, April 22, 1999

Legal Marketing Association
Keynote, Annual Convention, Florida, April 15, 1999

Alternative Resources Corporation
Keynote, Hartford, CT, April 13, 1999

Microsoft Corporation
Keynote, Washington, DC, March 8, 199

U.S. Chamber of Commerce
Keynote, Colorado College Institute, July 20-21, 1998

American Society for Training and Development
Keynote, New York, June 24, 1998

PricewaterhouseCoopers
Keynote, New York, May 1998

Long Island Association Small Business Council
Keynote, New York, March 17, 1998

U.S. Chamber of Commerce
Keynote, Southern Methodist University, Texas, June 23-24,1997

Long Island Sales and Marketing Executives
Keynote, New York, September 16, 1997

Cohen’s Fashion Optical
Keynote, Cancun, Mexico, November 6, 1996

Employee Involvement Association, Annual Conference
Keynote,  Marriott’s Camelback Inn, Scottsdale, AZ, September 11, 1996

Computer Associates
Keynote, CA World Annual Convention, New Orleans, July, 1995

Milliken & Company
Senior Management Team with Q&A, 1995


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