4/8/16 Houston CEO Succession: Finding and Developing the Next Generation CEO
What is one of the most important things that a board of directors must do, and do well? Select a great CEO and ensure there is a process in place to identify the best talent for the next CEO. But it’s not easy. As complexities rise, including shareholder activism and defense, the profile and skills of the nextGen CEO keep getting broader and deeper. Join us as we explore the best practices to follow and pitfalls to avoid with two experienced corporate directors who have been there, done that. Labe Jackson has been a director of J.P. Morgan Chase Bank, N.A. since 2010 as the company has navigated the financial seas of the London “Whale” and health issues of the Chairman and CEO, Jamie Dimon. Evelyn Dilsaver, experienced board director on boards such as Tempur Sealy (NYSE: TPX) and Aeropostale (NYSE: ARO), moderates the discussion and shares her experience with CEO succession planning and identifying and naming a new CEO. Our distinguished speakers will engage the audience in a lively and candid discussion of some of the key questions on this hot topic:
- How can the company stay focused on succession planning, even during turbulent market conditions?
- What is the board and CEO’s role during the succession process and what if the CEO resists the process?
- How can the company maintain a collaborative culture during the CEO selection process, and avoid a “horse race”?
- What CEO transitions went well and which ones were challenged?
- Should a former CEO stay on as Chairman, and for how long?
Location and Time
The Junior League of Houston
1811 Briar Oaks Lane
Houston, TX 77027
7:00am Check-in and Networking
7:30am Breakfast Roundtable Discussions
7:45am Panel Discussion and Audience Q&A
9:15am Closing and final networking
Evelyn Dilsaver ModeratorDirector, Aeropostale (ARO), Health Equity (HQY), Tempur Sealy (TPX), Blue Shield, Commonwealth Club, CSU East Bay Foundation, Women Corporate Directors and the NACD Northern California Chapter
A CPA at Ernst, Evelyn spent the first 17 years of her career in the audit and finance function as Controller for a bank and for Charles Schwab and as CFO and Chief Administrative Officer for U.S. Trust, a wealth management firm. She was given the opportunity to hone her skills in marketing, business development, strategy, M&A and product development, culminating in the role of EVP of Charles Schwab, member of the Management Committee and President and CEO of Charles Schwab Investment Management. Evelyn is a recognized leader in building motivated teams in the public and non-profit world. As President and CEO of Charles Schwab Investment Management she was responsible for all aspects of the business, growing the assets to over $200 B while generating $1 B in revenue. Recognized in the community for her leadership, she has received San Francisco Business Times “100 Most Influential Woman” award, 2003-2009, CSU East Bay Alumnae of the year, 2008, and SF Business Times “Outstanding Director”, 2014.
Evelyn has served on several public and private boards and currently serves on public company boards Aeropostale (ARO), Tempur Sealy (TPX) and Health Equity (HQY); large private companies Blue Shield of CA, global consulting firm Protiviti and leadership roles in several non-profit boards, including the Commonwealth Club, CSU East Bay Foundation, Women Corporate Directors and the NACD NorCal chapter. She formerly served on the boards of Long Drugs, Tamalpais Bancorp and High Mark Funds. She is a graduate of CSU East Bay and the Stanford Senior Executive Program.
Laban JacksonChairman and Chief Executive Officer, Clear Creak Properties, Inc.
Director, J.P. Morgan Securities plc, J.P. Morgan Chase Bank, N.A.
Laban P. Jackson, Jr. has been Chairman and Chief Executive Officer of Clear Creek Properties, Inc., a real estate development company, since 1989. He has been a director of J.P. Morgan Securities plc and of JPMorgan Chase Bank, N.A. since 2010.
Mr. Jackson served as a director of The Home Depot from 2004 to 2008 and a director of the Federal Reserve Bank of Cleveland from 1987 to 1992. He is a member of the Audit Committee Leadership Network, a group of audit committee chairs from some of North America’s leading companies that is committed to improving the performance of audit committees and strengthening trust in the financial markets. He is also an emeritus Trustee of the Markey Cancer Foundation.
Mr. Jackson is a graduate of the United States Military Academy.