Navigating Corporate Board Membership

CFA Society Boston invites you to an informational luncheon exploring the recruitment process for Corporate Board Membership.  The interactive session will feature experts from Egon Zehnder, one of the largest global executive search firms, who will share comprehensive strategies and actionable advice for prospective board seekers.

Key Topics Include:

  • Overview of the Corporate Board Selection Process
  • Essential Qualifications and Attributes Sought by Boards
  • Crafting an Effective Board Résumé and Elevator Pitch
  • Building a Network and Navigating Board Opportunities
  • Strategies for Advancing Your Candidacy

This session is designed for investment professionals that are curious about Board Membership and/or in the initial stages of exploring board leadership opportunities. 

Kathryn Rogers
Based in Boston, Kathryn Rogers is an active member of Egon Zehnder’s Financial Services practice and leads the Asset & Wealth Management Practice in the US. She brings nearly two decades of industry experience and is a trusted advisor to clients on executive and board search and leadership advisory matters across the financial services ecosystem, including asset & wealth management, banking and capital markets, real estate, and private capital. Kathryn is also active in the Risk and Chief Financial Officers Practices, where her focus and expertise spans across industries.


Albert Laverge
Albert Laverge, based in New York, leads Egon Zehnder’s Investment Banking, Corporate Banking & Markets Practice worldwide. His consulting work focuses on succession planning, assessment and development, and search advisory for senior executive and board-level assignments. Albert’s clients include integrated global banks, independent investment banks, and selected private capital clients. During his time with the firm he has also worked in the London and Amsterdam offices.

Erik L. Jefferson, CFA, CAIA, CWS
Erik L. Jefferson, CFA, CAIA, CWS is the Chief Investment Officer for Flagship Harbor Advisors, an independent RIA headquartered in Boston, founded in 2010. In his role Erik oversees the design and implementation of the firm's CORE Portfolios in addition to developing a variety content to support advisors and clients regarding macro-economics, capital markets and thought leadership.  Additionally, Erik is a Managing Partner of TrestleBridge Capital, LLC a boutique financial planning firm offering a concierge wealth management experience to a small number of personal clients.



Members: $20.00
Candidates and Student Members: $10.00
Non-Members: $40.00
Virtual Member: Complimentary
Virtual Non-Member: $10.00

Safety Protocols and Policies
By registering for a CFA Society Boston event, program, seminar, course, dinner or meeting all attendees agree to adhere to the Meeting Safety and Responsibility Policy. Click here to view the complete Meeting Safety and Responsibility Policy.

5/9/2024 12:00 PM - 1:00 PM
Eastern Daylight Time
CFA Society Boston 101 Federal Street 4th Floor Conference Room Boston, MA 02110 UNITED STATES
Sign in or create an account to register Last day to register is 5/22/2024