Financial Acumen for Private Company Board Members: 

Registration Opening Soon!

An exclusive, no-cost Leadership Exchange Forum for members only, made possible through the sponsorship of Fox Rothschild.

Outside general counsel will provide practical insights into the financial acumen board members need to govern with effective oversight and fulfill their fiduciary duties. The discussion will focus on strengthening directors’ ability to understand financial statements, debt and investment terms, profit and loss, and tax and tax mitigation strategies.

This session is designed to help private company directors engage critically with financial reports, ask informed questions, assess organizational financial health, and confidently evaluate and approve management’s financial strategies in alignment with the company’s best interests.

By the end of this session, participants will be able to:

1. Strengthen financial literacy by interpreting financial statements, debt and investment terms, profit and loss, and tax considerations relevant to private company governance.

2. Apply fiduciary responsibilities by engaging with financial reports critically, asking probing questions, and ensuring oversight that aligns with directors’ duty of care.

3. Evaluate and approve management’s strategies with confidence by assessing financial health, capital allocation, and risk mitigation approaches in the best interests of the company.

This is a sponsor-driven Leadership Exchange Forum presented by Fox Rothschild.