Getting Ready for Year End - Current Topics for Directors by the Experts

National Association of Corporate Directors - New England Chapter

Event Info

  • Date:


  • Time:

    7:30 am - 9:30 am EST

  • Location:

    Boston, MA


  • Getting Ready for Year End - Current Topics for Directors by the Experts
    (Pamela B. Greene, Panelist )

Pamela B. Greene will speak in the National Association of Corporate Directors event, "Getting Ready for Year End - Current Topics for Directors by the Experts."

What do Directors have to worry about during the upcoming calendar 2012 year end reporting cycle? Is it comp? Is it changes in the law? Is it SEC hot buttons? Is it changes in the governance requirements, such as conflict minerals reporting (and what are conflict minerals anyway)? Is it shareholders’ concerns? It’s all these things and more. We have assembled a panel of experts in the areas of legal requirements, financial reporting, asset management and corporate governance. These experts will provide insight on areas of focus for Directors based on their experience with a wide variety of public companies and the Boards of those companies.

About the Panel:

Michael J. Gallagher leads the PricewaterhouseCoopers National Office, including: Accounting Services; SEC Services; Risk Management; Strategic Thought Leadership, Auditing Services and Audit Methodology.  Mike is also responsible for PwC's Audit Transformation Program (ATP), Learning & Development, and Regulatory Relations and Inspections groups.  Mike has more than 26 years of experience in public accounting.  His previous National Office roles and leadership positions included serving as PwC's U.S. Chief Accountant, U.S. Risk Management Leader and National Office Accounting Consulting Partner.  He has served as a Global Engagement Partner on a number of multinational SEC registrants focused primarily in the chemical/industrial products sector.  Mike is a member of the PCAOB's Standing Advisory Group and Chairman of the Center for Audit Quality's Professional Practice Executive Committee. 

Pamela B. Greene is a Member in the Mintz Levin’s Corporate & Securities Section. She concentrates on counseling the firm’s public company clients with respect to securities compliance under both the Securities Act of 1933 and the Securities Exchange Act of 1934; executive compensation-related issues; and corporate governance matters, including compliance with the Sarbanes-Oxley Act of 2002 and the Dodd Frank Act of 2010. In addition, she advises and represents public and private companies, as well as individuals, on all aspects of equity compensation matters. Pam works with clients’ management teams, boards, and compensation committees to develop and design appropriate executive compensation programs, and to resolve legal issues confronting employers when implementing and revising such programs. Before joining Mintz Levin, Pam was an associate in the business practice group of another premier Boston-based law firm. She has advised venture capital fund clients and participated in the organization of venture capital funds. Pam has also handled corporate and securities law matters for a range of businesses, including entrepreneurial companies and private equity investors. She represented both corporations and investors in private placements, public offerings, mergers and acquisitions, and general corporate law matters.

Timothy Smith serves as the director of ESG shareowner engagement at Walden Asset Management, a division of Boston Trust & Investment Management Company. Walden has been a leader in integrating environmental, social and governance (ESG) research and engagement into the investment process since 1975. As of June 30, 2012, Walden managed $2.2 billion in assets for individual and institutional clients. Mr. Smith joined Walden in October 2000 to lead Walden’s ongoing shareholder engagement program to promote greater corporate leadership on ESG issues. This includes company dialogues, shareholder proposals, proxy voting, and public policy advocacy. Among the areas Walden focuses on are sustainability reporting, political spending and lobbying, board diversity, executive compensation and governance, supply chain standards, water use, and human rights. Mr. Smith is actively involved in representing Walden at public events and in fostering longā€term client relationships. He is chair of Walden’s ESG Research & Engagement Committee and a member of the Corporate Governance Committee.

Timothy G. White is the office managing partner of KPMG’s Upstate New York office, which includes locations in Buffalo, Rochester, and Syracuse. Tim is also as a partner in KPMG’s Audit Committee Institute (ACI) which is committed to developing and producing thought leadership materials, primarily in the areas of audit committee corporate governance. In his role with ACI, Tim attends various national board-level leadership events sponsored by ACI, presents updates on audit committee issues to clients, and assists with the coordination and planning of ACI webcast programs. Tim is a Member, St. Ann’s Community Board of Directors, currently serving as Secretary; Member, Niagara University College of Business Administration Dean’s Advisory Council; Member, Rochester Institute of Technology/E. Philip Saunders College of Business Accounting Advisory Board; and, Member, Rochester Business Alliance Board of Directors


Patrick Gray was an audit partner in the Boston office of PricewaterhouseCoopers for 25 years. He specialized in technology and services based companies and led the Boston and US Technology practices for Price Waterhouse. Pat most recently led PwC’s US corporate Governance Group and in this capacity was responsible for strengthening PwC’s relationship with Board members. This role included identification, analysis and discussion with Board and PwC personnel of evolving corporate governance issues in the area of external reporting and disclosure and in other relevant areas, such as risk management, proxy access, say-on-pay, implications of SEC communications, audit committee optimization and working with proxy advisory services. Pat currently serves on the Board of Sancilio and Company, a privately held, research-based bio-pharmaceutical company focused on cardiovascular disease, dental products and women's health. Pat was a Trustee of the Boston Ballet for 15 years and has been involved with various other non-profit entities as well. Pat holds a BS from The Wharton School of the University of Pennsylvania and is a CPA.

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