Dbriefs
27 Oct.

Transforming data into insights for board decision-making

Private Companies

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

Participants will unpack real-life examples of board presentations and explore techniques for presenting board-appropriate information.

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Key takeaways

Host: Bob Rosone, managing director, Deloitte LLP

Presenters: Pete Leadstrom, partner, Deloitte & Touche LLP
                      Kirti Parakh, managing director, Deloitte & Touche LLP                       

1 Overview CPE credit | Specialized Knowledge

To help the board of directors address a growing range of responsibilities, management often provides a significant amount of information. But too much data and not enough insights can impede change and meaningful dialogue. We’ll discuss:

  • Information and key performance indicators to support effective decision-making
  • Creating a consistent framework and governance model for the data necessary to the presentation
  • Presenting information so that it tells the story, highlights key risks and growth opportunities, and allows the board to drill down where needed
  • Tools to automate data extraction, transformation, and visualization              

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.

Pete Leadstrom

Pete Leadstrom

Audit & Assurance Partner | ARA

Pete is an Audit & Assurance partner with Deloitte & Touche LLP, based in the Chicago office, leading growth in the Consumer and Technology, Media and Telecommunications industries. He has more than 25 years of public accounting experience and serves large and mid-sized companies in audit and advisory roles. His primary focus has been on fast-growing public and private companies that are likely to have a liquidity event in the near term and expand internationally. Pete has served clients in an audit or advisory capacity related to and including accounting standard implementation, on-call technical accounting assistance, controls remediation and rationalization, and digital controllership. He has helped clients prepare carve-out financial statements, prepare for and execute initial and other public equity and debt offerings.

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Thursday, 27 Oct 2022 02:00 p.m. ET
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