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Global Institute

We hope that you will join us for the 2017 Family Business Governance Institute and 2017 Global Institute in New York, NY on May 9-11.

May 9th



8:30 a.m. – 9:00 a.m.

9:00 a.m. – 9:15 a.m.        


9:15 a.m. – 10:15 a.m.     









10:30 a.m. – 11:15 a.m.        



11:30 a.m. – 12:30 p.m.

12:45 p.m. – 1:45 p.m.




2:00 p.m. – 3:00 p.m.    

Family Business Governance Institute

 KPMG Offices, 345 Park Avenue, New York, NY 10154, 1st floor, Heritage Center


 Registration, Greetings, and Networking


 Opening of the Family Business Governance Institute

 ·  Susan S. Stautberg (United States), Chairman and CEO, WCD Foundation; Co-Author of Women on Board



 Panel 1: How to Successfully Bring in Experienced Non-Family Directors and Managers to Help Modernize and Professionalize the Business

 ·         Marina Brogi (Italy) (Moderator), Director of Luxottica Group and Salini Impregilo; Full Professor of International Banking and Capital Markets, Sapienza University; WCD Family Business Co-Chair, WCD Chapter Chair, and Advisory Board Member

·         Mollie Carter (United States), Director, Archer Daniels Midland and Westar Energy; President, CEO and Chairman of the Board of Sunflower Financial, Inc.; WCD Member

·         Craig Duchossois (United States), CEO of The Duchossois Group; Director, Amsted Industries and Churchill Downs, Inc.

·         Christie Hefner (United States), Chairman of Hatch Beauty; Advisory Board Member, RDO Companies, and Springboard; former Chairman and CEO of Playboy Enterprises and Executive Chairman of Canyon Ranch Enterprises; WCD Member and Visionary Awards Committee


A Conversation With:

 ·         Lisa Ingram (United States), President, CEO and Board Member, White Castle

·         Interviewed by Susan S. Stautberg (United States), Chairman and CEO, WCD Foundation; Co-Author of Women on Board

Roundtable Luncheon 

 Panel 2:  Growing the Business: New Geographic Markets, New Products or Services, New Technologies

 ·         Laura Grondin (United States), Director, President & CEO of Virginia Industries, Inc.; Director, American Foundry Society; Chair of The Committee of 200; Chair of YaleWomen, Inc.; WCD Member

·         Hold for Latham & Watkins

 Panel 3:  Successful Transitions of Families in their Businesses

 ·         Susan Remmer Ryzewic (United States) (Moderator), President, Chief Executive Officer, and Director, EHR Investments, Inc., The Remmer Family Foundation, Cabot Wellington, LLC, and University of North Florida Foundation; WCD, Family Business Council Co–Chair and WCD Advisory Board

·         Riana Mondavi (United Stated), National On Premise Accounts Sales Manager, C. Mondavi & Family


 Closing of the Institute

 ·         Susan S. Stautberg (United States), Chairman and CEO, WCD Foundation; Co-Author of Women on Board



May 9th

6:00 p.m. - 7:00 p.m.

7:00 p.m. - 9:00 p.m.

Welcome Reception and Dinner, hosted by JPMorgan Chase



Welcome Dinner


 JPMorgan Chase, 270 Park Ave., New York, NY 10017, 50th floor

May 10th



8:40 a.m. – 9:40 a.m.











10:00 a.m. – 11:00 a.m.








11:20 a.m. - 12:00 p.m.






12:15 p.m. – 1:15 p.m.

1:30 p.m. – 2:30 p.m.






2:50 pm. – 3:50 p.m.

Global Institute




JPMorgan Chase, 383 Madison Avenue (Entrance on Vanderbilt & 47th Street)

New York, NY 10017, 2nd Floor


Panel 1:  International Mergers and Acquisitions

 ·         Anu Aiyengar (United States) (Moderator), Head of Mergers & Acquisitions (North America) Investment Banking, J.P. Morgan; WCD Member

·         Julianne Canavaggio (Panama), Head of Central America & Caribbean, Lazard; Director, Conservatorio and Inversiones Malemar; WCD Member

·         Nathalie Bourque (Canada), Director, Héroux-Devtek, Alimentation Couche-Tard, and McGill University; Québec chair, H+K Strategies; WCD Member

·         Sarah Bower (China), Partner, Chief Legal Counsel, KPMG China; WCD Chapter Chair

·         Trina Van Pelt (United States), Vice President, Intel Corporation; Managing Director, Internet of Things – Intel Capital

·         Jennifer Perkins (United States), Partner, Latham & Watkins LLP

Panel 2:  Exciting Companies Don’t Just Shake Up Existing Industries They Also Create New Ones

 ·         Deborah Caplan (United States) (Moderator), Executive Vice President, Human Resources and Corporate Services, NextEra Energy, Inc.; WCD Member

·         Laurie Ann Goldman (United States), Director, ServiceMaster Global Holdings Inc. and Francesca’s Holding Corporation; WCD Member

·         Vinod Kumar (India), Managing Director and Group CEO, Tata Communications

·         Susan Peters (United States), Senior Vice President, Human Resources, GE; Director, Girl Scouts of the USA

·         Joyce M. Roché (United States), Director, AT&T, Dr Pepper Snapple Group, Inc., Macy's, Inc., and Tupperware Brands Corporation; WCD Member

A Conversation With:

 ·         Marion Blakey (United States), Director, Alaska Air Group Inc.; President and CEO, Rolls Royce North America, Inc.; former Administrator of the Federal Aviation Administration  

·         Bradley Tilden (United States), Chairman and CEO, Alaska Airlines and Alaska Air Group Inc.; Director, Nordstrom, Inc.

·         Interviewed by Susan Stautberg (United States), Chairman and CEO, WCD Foundation; Co-Author of Women on Board

Roundtable Luncheon

 Panel 3:  The Geography of Future Markets

 ·         Juliet de Baubigny (Invited) (United States), Partner at Kleiner Perkins Caufield & Byers; Advisory Board Member, CHIME FOR CHANGE

·         Clarissa Desjardins (Invited) (Canada), CEO and Founder, Clementia

·         Frances Kang (Invited) (Hong Kong), Project Director, Horizons Ventures; Director, Slice Labs Inc., Friendsurance and Blockstream

·         Diane Greene (Invited) (United States), Director, Alphabet and Google

Panel 4:  Liquid Assets: Water - Governance, Risk and Opportunity

 ·         Elisa M. Speranza (United States) (Moderator), President, Seventh Ward Strategies, LLC; former, Senior Vice President and Director, CH2M; Senior Fellow, U.S. Water Alliance; WCD Member

·         Debra G. Coy (United States), Director, Headworks International Inc.; Partner at XPV Water Partners

·         Dr. Oyun Sanjaasuren (Mongolia), Chair of the Global Water Partnership; former Minister of Foreign Affairs of Mongolia; WCD Chapter Chair

·         Cindy Wallis-Lage (United States), President, Global Water Business at Black & Veatch; WCD Member

May 10th

6:00 p.m. – 7:00 p.m.

 7:00 p.m. - 9:30 p.m.      


Visionary Awards Reception


Visionary Awards Dinner 


 Location of Visionary Awards Dinner:


 InterContinental New York Barclay Hotel

 111 E 48th St, New York, NY 10017

May 11th

8:30 a.m. – 9:00 a.m. 


9:10 a.m. – 10:10 a.m.










10:30 a.m. – 11:10 a.m.





11:30 a.m. – 12:30 p.m.










12:40 p.m. – 1:30 p.m.

1:45 p.m. – 3:00 p.m.  



















2:00 p.m. – 3:30 p.m.              

Day Two, Global Institute, held at JPMorgan Chase

Registration, Greetings, and Networking

 ·         Continental breakfast to be provided


Panel 5: The Visionary Board at Work: Developing a Culture of Leadership


 ·         Cindy Fornelli (United States) (Moderator), Executive Director, Center for Audit Quality (CAQ)


·         Marina Brogi (Italy), Director of Luxottica Group and Salini Impregilo; Full Professor of International Banking and Capital Markets, Sapienza University; WCD Family Business Co-Chair, WCD Chapter Chair, and Advisory Board Member


·         Aliza Knox (Singapore), VP, Twitter APAC; Non-Executive Director, Scentre Group, Singapore Post, and GfK; Advisor, ANZ Bank Board Tech Subcommittee; WCD Member


·         Scott Page (Invited) (United States), Director, Center for the Study of Complex Systems at University of Michigan


·         Hold for Pearl Meyer


A Conversation With:


 ·         Isabelle Marcoux (Canada), Chairman, Transcontinental Inc.; Director, George Weston Limited, Rogers Communications Inc., Power Corporation of Canada, and The Montreal Children's Hospital Foundation; 2017 Visionary Award Winner; WCD Member


·         Interviewed by: Estelle Metayer (Canada), Director, Ubisoft Entertainment SA, BRP (Bombardier Recreational Products) Inc., and Zag Bank; WCD Chapter Chair and Co-Chair Visionary Awards Committee


Panel 6:  Dealing with Tough Issues in the Boardroom


 ·         Phyllis Campbell (United States) (Moderator), Chairman, Pacific Northwest, JPMorgan Chase & Co.; Lead Director, Alaska Air Group; former WCD Chapter Chair, WCD Advisory Board Member and Asia Pacific Chair


·         Jan Babiak (United States), Director, Walgreens Boots Alliance, Inc. and Bank of Montreal; WCD Chapter Chair


·         Caroline Blitzer Phillips (United States), Partner, Mergers & Acquisitions and Private Equity, Vinson&Elkins


·         Eunice Nyala (Kenya), Director, Sales & Marketing G4S Kenya


·         Honorable Ellen O. Tauscher (United States), Director, Sea World, eHealth, Inc., and Edison International





Optional Breakout Sessions:

 Getting More Women onto Private Equity and Investment Boards

 ·         Kapila Anand (United States) (Moderator), Director, Extended Stay America Inc. and WCD Foundation; Retired Partner and Senior Advisor, KPMG; WCD Chapter Chair and Lead Director of WCD Foundation

·         Andrea Nunes (United States), Managing Director, Portfolio Talent at Centerbridge Partners

·         Gabriela Perez (Invited) (United States), Partner, NextGen Ventures

·         Chris St.Clare (United States), Director, Fibrocell Science, Inc., and AquaBounty Technologies, Inc.; former Director, Polymer Group, Inc.; former WCD Advisory Board Member

Director-Investor Engagement: The Good, The Bad, and The Misunderstood

 ·         Susan Angele (United States) (Moderator), Senior Advisor, Board Governance, KPMG; WCD Member

Success Strategies for U.S. Women on Boards

 ·         Joann Lublin (United States) (Moderator), Management News Editor, Wall Street Journal; Author of "Earning It: Hard-Won Lessons from Trailblazing Women at the Top of the Business World"

 ·         Stephanie Sonnabend (United States), Board Director, Speaker and Executive Coach; Former CEO and President Sonesta International Hotels

·         Anne Stevens (United States), Director, Anglo American plc, Lockheed Martin, and XL Group


WCD Chapter Chair Meeting

More details will be made available soon.