The Charlotte Conversation on Board Leadership

In-Person Strategic Networking Event

Date: TBA

Time: TBA

Co-Chairs

Jennifer Hunter Sherrill

Senior Consulting Partner

COMPANY:
Ernst & Young

Akshata Udiavar

Partner / Principal

COMPANY:
Ernst & Young

Build the Relationships That Lead to Board Service

Securing a board position is rarely the result of a single conversation. It is built through preparation, sustained visibility, and trusted relationships developed over time.

This in-person gathering connects aspiring board leaders and business executives with corporate directors serving on boards across your region and industries. Through curated conversations, strategic introductions, and candid governance insight, participants expand their network, elevate their visibility, and take meaningful steps toward board service.

5050wob city events intro

Director Coaches

Corporate directors guiding small-group discussions on board readiness and the path to board service.

Terri Zandhuis
Terri Zandhuis Chief People Officer Krispy Kreme
Boards: National Veterinary Associates (NVA)
Holly Paeper
Holly Paeper President Commercial HVAC Americas Trane Technologies
Boards: LiquidStack
Marcia Avedon, PhD
Marcia Avedon, PhD Former EVP and CHRO Trane Technologies
Boards: Generac (NYSE), Acuity Brands (NYSE), Cornerstone
Diane Morais
Diane Morais Former Business Unit President Ally Financial
Boards: First Citizens Bank (NASDAQ)
Dan Moynihan
Dan Moynihan Managing Director Pearl Meyer
Jamila Mayfield
Jamila Mayfield Chief Regulatory Officer COMPLY
Boards: Lafayette Square BDC
Mary Winston
Mary Winston Board Director
Boards: TD Bank (NYSE), Northrop Grumman (NYSE), Chipotle (NYSE), Acuity Brands (NYSE)
HeatherLynn Daly
HeatherLynn Daly Head of Corporate Development/M&A UPS
Boards: Rithum
Kristen Actis-Grande
Kristen Actis-Grande CFO Sealed Air
Boards: Pulte Homes
Dorlisa Flur
Dorlisa Flur Corporate Director and Strategic Advisor
Boards: Sallys (NYSE), Hibbet (NASDAQ), U.S. Cold Storage (NYSE), SpartanNash (NASDAQ) and Blue Cross NC
Angela Yochem
Angela Yochem Chief Information Officer Krispy Kreme
Boards: Zurich Insurance
Allen Rogers
Allen Rogers Corporate Director
Boards: Insteel Industries (NYSE), Park National Advisory Board (NYSE), Carolina Alliance Bank
Marissa Andrada
Marissa Andrada Chief Culture Officer at WUF World
Boards: Krispy Kreme
Scott Tozier
Scott Tozier Corporate Director
Boards: International Paper (NYSE)
Nikki Fraser
Nikki Fraser Co-Founder & Managing Partner NextKey Services
Boards: Intelligent Bio Solutions (NASDAQ)

Leadership Committee

Regional business leaders who volunteer their time to help plan and support each City Conversation.

Di Morais
Di Morais Board Director First Citizens (NASDAQ)
Jennifer Winstel
Jennifer Winstel Managing Director, Wealth Management UBS
Boards: Jr. League Community Advisory Board
Vonda Huss
Vonda Huss EVP & CHRO Brighthouse Financial
Maria Brennan
Maria Brennan Chief Supply Chain Officer Huntsman
Lisa Wicker, Ph.D.
Lisa Wicker, Ph.D. Chief Executive Officer Career Mastered Magazine
Kristi Coleman
Kristi Coleman CEO, Tepper Sports Carolina Panthers Team President
Kelly Adkisson
Kelly Adkisson General Manager Slalom
Danielle Squires
Danielle Squires Head of Client Growth Segments – Corporate & Investment Banking Wells Fargo
Megan Turner
Megan Turner Partner EY
Stephanie Richard
Stephanie Richard Chief Audit Executive Ally Bank
Laura Parrott
Laura Parrott Senior Managing Director, Head of Private Fixed Income Nuveen
Holly Paeper
Holly Paeper President Commercial HVAC Americas Trane Technologies
Jennifer DeWitt
Jennifer DeWitt SVP Bank of America
Ann Marie Williams
Ann Marie Williams
Terri Zandhuis
Terri Zandhuis Chief People Officer Krispy Kreme
Jennifer Ola
Jennifer Ola Director USAA
Carrie Galloway
Carrie Galloway Managing Director, Head of the Carolinas J.P. Morgan Private Bank
Julie Albrecth
Julie Albrecth Career Global Public Company CFO
Julie Szeker
Julie Szeker General Counsel Lumexa Imaging

INDIVIDUAL TICKET PACKAGES
$250

Our Individual Tickets include an in-person strategic networking event in a city of your choice. These events are designed to help you build your network and make valuable connections that can propel your career forward. Secure your spot today!

SPONSORSHIP
PACKAGES
$5,000+

Our Sponsorship Packages start at the City Silver level with options to curate packages at the Worldwide Corporate level, providing you with the opportunity to showcase your commitment to diversity, equity, and inclusion.

Thank you to our Sponsors!

Official Airline

United Airlines

Multi-city – $50K

Multi-city – $40K

Multi-city – $30K

Emerald

Platinum

Gold

Silver

Thank you to our In-Kind Donors!

Code of Conduct: Governing Data & Emerging Tech

Boards are no longer observers of emerging technology; they are stewards of how it’s governed. This panel goes beyond awareness to examine how directors can structure oversight, define accountability, and measure governance effectiveness in AI, data use, and digital innovation. Panelists will share practical strategies for building governance systems that ensure transparency, ethical decision-making, and responsible innovation at scale.

Speakers include: Sita Lowman, Nithya Das, Suresh Sharma, Byron Loflin

Your First Board Meeting: A Director’s Playbook

Designed for aspiring and newly appointed directors, this session offers practical guidance on how to step confidently into your first boardroom. Learn what to expect in early meetings, how to contribute with purpose, and how to quickly build credibility and trust among seasoned peers. Gain insight into board dynamics, unspoken protocols, and the critical questions new directors should be ready to ask and answer.

Tactics that Work: Case Studies in Navigating Shareholder Activism

In this tactical, director-focused session, participants will engage in case-based exercises to dissect real campaigns and pressure scenarios. From activist letters to proxy fights, explore how boards can craft strategic responses that reinforce governance integrity, protect corporate reputation, and align with long-term priorities. Walk away with actionable tactics and frameworks to strengthen board preparedness in the face of growing investor scrutiny.

Inside the Boardroom: Resilience Planning in Action

This interactive session places directors inside the boardroom during moments of disruption. Through tabletop exercises and real-world scenarios, participants will explore how boards can apply structured frameworks to assess geopolitical risk, anticipate threats, and make decisive decisions under pressure. Designed as a classroom-style session, this breakout provides practical tools to strengthen oversight and build a proactive board response strategy in an increasingly uncertain world.

Reputation & Response: How Boards Navigate Shareholder Activism

As shareholder activism intensifies, boards face mounting pressure to defend strategy, protect corporate reputation, and engage stakeholders with clarity. This panel brings together seasoned directors to explore how boards can respond effectively while maintaining credibility, board alignment, and stakeholder trust. Hear real-world insights on navigating activism in today’s high-stakes, high-visibility environment.

Speakers include: Gaby Sulzberger, David Cahoy, Rachael Coffey, Eduardo Gallego

Navigating Global Markets: Trade, Tariffs, and Supply Chain Strategy

As global disruptions reshape business models, this panel will explore how boards can navigate the practical complexities of trade, tariffs, and supply chain shifts across regions. Panelists will share how directors are guiding companies through regulatory changes, sourcing challenges, and new market risks, while seizing opportunities for growth and operational agility.

Speakers include: Titi Cole, Mia Mends

Strengthening Oversight: Risk Management and Board Resilience

This keynote will equip directors to think globally about risk through the lens of geopolitical foresight, cross-border tensions, and long-term instability. Learn how boards can strengthen oversight and guide enterprise-wide resilience by anticipating disruption and embedding a proactive risk culture in a changing world.

Speakers include: Rodger Baker