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Red Flags and Green Lights: Important Considerations When Joining Your First Board – Or Your Tenth (Part 1)

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Philadelphia Events / Important Considerations When Joining Your First Board – Or Your Tenth (Part 1)
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NACD Philadelphia
Contact Us

Kristen Coscia
Executive Director
kristen@philadelphia.nacdonline.org

Elizabeth Parisoli
Administrator
elizabeth@philadelphia.nacdonline.org

NACD Philadelphia Chapter
P.O. Box 1
Wynnewood, PA 19096
programs@philadelphia.nacdonline.org
610-640-5454

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About The Event

This program included a presentation on how to evaluate a company’s financial health and risk profile, as well as a presentation on equity compensation for directors.  Each presentation was limited to 35-45 minutes, to provide ample opportunity afterwards for Q&A, networking, and follow-up conversations with the expert speakers.

 

Speakers:

headshot of Amara Briggs

Vice President, Wealth Advisor, Bernstein Private Wealth Management, Philadelphia

Amara Briggs

Amara has spent her 30 year career advising private business owners on their financial goals. Working at Citizens Bank, Wells Fargo and Truist, she led financings for private companies. Currently she is a Wealth Advisor at Bernstein Private Wealth Management..

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headshot of Elizabeth Sohmer

Director, Wealth Strategies, Bernstein Private Wealth Management

Elizabeth Sohmer, CFA

Elizabeth Sohmer is a Director and Vice President in Bernstein’s Wealth Strategies Group. She works closely with high-net-worth clients, particularly entrepreneurs and private business owners, as well as their professional advisors, on complex planning issues such as pre-transaction planning...

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Headshot of Chad Rubin

Partner, Duane Morris

Chad Rubin

Chad J. Rubin represents independent trustees of mutual funds and exchange traded funds (ETFs). He advises independent trustees with respect to their duties under the Investment Company Act of 1940 and state law...

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NACD Philadelphia
Contact Us

Kristen Coscia
Executive Director
kristen@philadelphia.nacdonline.org

Elizabeth Parisoli
Administrator
elizabeth@philadelphia.nacdonline.org

NACD Philadelphia Chapter
P.O. Box 1
Wynnewood, PA 19096
programs@philadelphia.nacdonline.org
610-640-5454

Find a Chapter

Final Days to Save $1,500 on NACD Directors Summit™
 2026 Registration

Register by Thursday, April 30 to take advantage of this exclusive discounted pricing.

October 11-14, 2026
The Gaylord National Harbor | Washington, DC Area

 

Register Now

By registering for an NACD or NACD Chapter Network event, you agree to the following Code of Conduct.

NACD and the NACD Chapter Network organizations (NACD) are non-partisan, nonprofit organizations dedicated to providing directors with the opportunity to discuss timely governance oversight practices. The views of the speakers and audience are their own and do not necessarily reflect the views of NACD.