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Board Access & Placement
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Board Access & Placement Committee

CFE’s Board Access Committee (BAC) is a key initiative to ensure CFE members, who are interested and qualified, be considered for and obtain board opportunities of all types – public, private family, private equity, mutual fund advisory, and non-profit. The committee conducts board education and preparedness workshops, assembles board resources, and serves as a conduit between board-search partners and CFE members. CFE members with board experience serve as mentors to potential board members throughout the recruitment and onboarding process. The BAC is particularly focused on board searches seeking diverse candidates with financial expertise.


For Recruiting Partners

If you are interested in joining CFE's board recruiting partners, please contact Christine Maki or Sara Hays. Recruiting partners are given access to member resumes for review.


Committee Leadership

Christine Maki - Co-Chair
Senior Vice President, Tax
RR Donnelley

Joan Rockey - Co-Chair
Chief Financial Officer
CastleArk Management LLC


Member Resources

Board Mentor Exchange for Business ADvisory and Family Business Boards
In this section of our website you will find Board educational events, Board opportunities, the latest Board news, Board Bio templates, self-assessment tools, Board mentors and external organizations that focus on Board readiness and opportunities.

One such resource was the Mentor Exchange for Business Advisory and Family Business Boards event that BAC held April 14th featuring CFE Members Aimee Daniels, Kim Adriano, Emilia DiMenco and Gaye van den Hombergh. Michelle Carlson was the moderator. Some questions discussed at the event were: Does the business owner really need a Board and will they listen? It takes a long time for business owners to entrust new persons with their private information. Best way to join a Private Company or Family Office Board is to already have a relationship with them. They are also not obligated, like Public Boards, to take their Board’s advice. Who gets the opportunities? For firms $200 million & under, business owners typically tap their trusted list of advisors they currently use to form their Boards. What is typical Board compensation? $1,500-$2,000 per meeting or $30,000-$50,000 annually. What are the right questions to ask if you are approached to join a Board? What tips/mistakes can you share with the group? Make sure you fully understand the time commitment, relationship, and expectations of any Private Business or Family Office Board. Will you be at their beck and call? What is my fiduciary responsibility and reputational risk?

This was discussed at high level but is very important to be fully comprehended by anyone taking on Board service. This kickoff mentor event was lively and showcased the four mentors’ vast experiences and knowledge in an intimate and open venue. Know of any Board opportunities your fellow CFE members may be interested in? Please email them to BAC Co-Chairs Joan Rockey and Chris Maki

Access member resources here.

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