Utilizing Effective Board Reporting for Strategic Excellence

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May 13, 2025 12:00 PM - 1:00 PM EDT Webinar

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PCGLS / Utilizing Effective Board Reporting for Strategic Excellence

About The Event

Member Price: Complimentary

Non Member Price: Complimentary

Credits: 1 NACD/CPE Credit

Effective board reporting is a pivotal element in steering private company boards toward strategic excellence. This webinar, part of the Private Company Governance Learning Series, will guide you through the essentials of crafting board reports that foster insightful discussions and drive informed decision-making. Join us for a moderated panel discussion with seasoned private company directors and gain actionable strategies to improve your board’s reporting practices, ensuring your team remains aligned and prepared for success.

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Learning Objectives

  • Master Best Practices for Creating Impactful Board Packs: Gain insights into preparing concise, comprehensive board reports that effectively summarize key information while keeping board members engaged and informed during strategic discussions.
  • Discover Tools and Templates for Streamlining Reporting: Learn to utilize tools and templates that simplify the reporting process, making board meetings more productive by reducing time spent on routine updates and increasing focus on strategic priorities.
  • Customize Board Packs for Maximum Strategic Impact: Explore how to tailor the content of your board reports to align with your company’s strategic objectives, enabling directors to participate in focused, meaningful board discussions.

Who Should Attend

  • Board directors seeking to optimize board reporting and enhance strategic decision-making.
  • Private company directors looking to streamline reporting processes for greater efficiency and alignment.
  • Governance professionals who want to improve the productivity of their company’s board meetings.
  • C-suite executives involved in governance and reporting functions within private companies.
  • Available to NACD members and nonmembers.

Key Benefits

Expert Insights

Learn from seasoned board directors

Streamlined Processes

Simplify board reporting.

Actionable Takeaways

Practical tips ensure immediate impact

Improved Governance

Enhance board decision-making with clear reports

Event Speakers

Associate Director, Corporate Governance & Sustainability Content, NACD

Stu Dalheim

Director, TDIndustries Inc., BAMCO Inc.

Steve Healy

Steve Healy serves as an independent director for two employee-owned (ESOP) companies: TDIndustries Inc., a provider of mechanical construction and facility services; and BAMCO...

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Director, Basic American Foods; Strategic Consultant, Westmark Group

Jay Jacobs

Jay Jacobs has more than 30 years of leadership experience as an executive and board member across family businesses, nonprofits, and educational...

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Director, Barrie House Coffee Roasters, CLP Holdings III LLC, NACD Pacific Southwest Chapter; President, Taylor Strategy Group LLC

Lawrence Taylor

Mr. Taylor brings a diverse perspective to the boardroom, combining deep financial expertise, strategy, and governance to deliver thoughtful questions and insights that help drive...

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NACD Credits

One (1) NACD credit will be applied towards your NACD Directorship Certification® after the event based on your session attendance.

NASBA Continuing Professional Education (CPE)

Continuing Professional Education (CPE) credits (i.e., Certified Public Accountants (CPAs)) are available for the “Utilizing Effective Board Reporting for Strategic Excellence” webinar. NACD is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org

  • Instructional delivery methods: Group Internet
  • Number of Hours: 1.0
  • Field of Study: Business Management & Organization
  • Level: Basic
  • Prerequisites: Directors with at least one year of experience on a public, private, and/or NFP board
  • Advance preparation: None

To receive the NASBA credit certificate, attendees must watch the webinar live and answer 3 poll questions during the webinar.

Utilizing Effective Board Reporting for Strategic Excellence

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