Dbriefs
24 May

Private company governance and the nuances for family enterprises

Private Companies

Tuesday, 02:00 p.m.  ET | 1 hr
Credits offered: CPE Event language: English

Participants will gain insights into current research and best practices and discover ways to apply them within their organizations.

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Key takeaways

Host: Bob Rosone, managing director, Deloitte LLP

Presenters: Maureen Bujno and Michelle Osry

1 Overview CPE credit | Specialized Knowledge

The importance of robust and effective corporate governance is increasingly understood to be essential and valuable for both private companies and family enterprises. We’ll discuss:

  • How strong governance can create tangible value, perspectives on leading governance practices, and pitfalls to avoid
  • The role of an independent board and key areas of focus for boards today
  • How to evolve governance practices for family enterprises and structures to support the distinct needs and interests of family members

Meet the speakers

Robert Rosone

Robert Rosone

Managing Director | Deloitte Private

Bob is a managing director with Deloitte LLP focused on expanding Deloitte’s services to private companies through Deloitte Private. His responsibilities include operations, business development, marketing, public relations, advertising, and communications. Bob is a member of the Deloitte Private Leadership Committee and leads the Deloitte Private global brand and marketing organization, as well as the US Best Managed Companies program. Prior to his current roles, he served as chief of staff for Deloitte’s chairman of the board and has held numerous marketing and leadership positions since joining the firm in 1998. Bob received his MBA from Fordham University and BS in political science from the College of the Holy Cross. He is the chairman of the board of United Way of Monmouth and Ocean Counties and a board member of Pro-Mujer, a women's empowerment organization serving 250,000 women in Latin America.

Maureen Bujno

Maureen Bujno

Managing Director | Center for Board Effectiveness

Maureen Bujno is a managing director in Deloitte LLP’s Center for Board Effectiveness. She is a subject matter resource to public and private company directors and committees on several governance, strategy, and risk-related topics, as well as on timely and emerging topics that pose challenges to companies. She also serves as the governance liaison to several of Deloitte’s most significant and complex clients, and provides education to boards and audit committees. In 2016, 2017, and 2018, Bujno was recognized by NACD Directorship Magazine as one of the top 100 influential professionals in corporate governance and in the boardroom. In her 29 years with Deloitte, she has also worked in Deloitte & Touche LLP’s Audit and M&A practices.

Michelle Osry

Michelle Osry

Partner

Michelle leads Deloitte Canada’s Family Enterprise Consulting practice, working with family businesses, family offices and wealthy families on issues of governance and generational transitions. As an advisor and facilitator, Michelle helps her clients to define their goals, improve communication, and establish the structures, practices, and relationships required to achieve lasting success across generations. Committed to the whole family as the client, Michelle draws from a broad range of disciplines and practices, blending systems thinking with traditional consulting frameworks, to help families navigate the complexities of wealth and family dynamics. Michelle’s passion for surfacing new opportunities and possibilities extends from her work to her support of non-profit initiatives. She is the vice chair of the Family Enterprise Xchange, a Canadian organization that seeks to empower enterprising families and their advisors, and a board member of SeeChange Initiative, a non-profit organization that promotes a Community First method that leverages the unique skills, knowledge and will of marginalized communities to transform humanitarian emergency response. For several years, Michelle has been a member of the Perimeter Institute’s Emmy Noether Council, which aims to foster women in theoretical and mathematical physics. With now more than 30 years of business and investment banking experience in North America, Europe, and Africa, Michelle’s professional career began as a lecturer in tax at the University of Cape Town in South Africa. She holds a BCom in accounting, from the University of Natal, and a BCom Hons. in financial management, and a post-graduate diploma in accounting from the University of Cape Town. She is a Chartered Accountant, a UK Certified Securities Dealer, and is a certified Family Enterprise Advisor in Canada.

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