Onboarding New Directors
Regular and effective board refreshment is important to achieving a diversity of perspectives and backgrounds on any bank’s board. That takes intentional planning, says J. Scott Petty, a partner with Chartwell Partners. In this video, he outlines some fundamental principles that boards can use to evaluate potential directors, and he shares practical tips for getting new board members up to speed so they can quickly contribute to the board’s work.
Topics discussed include:
- Evaluating Cultural Fit
- Fostering New Relationships
- Utilizing External Training
The above video is part of Bank Director’s Online Training Series. To learn more, view Board Refreshment Strategies.
Scott Petty
J. Scott Petty is a Partner in the Dallas office of Chartwell Partners and leads the firm’s Financial Services Practice serving bank, mortgage, wealth management and real estate clients across the country. Scott has an established 30-year track record advising boards and CEOs on making key leadership decisions for small- and mid-cap public and closely-held private companies. Prior to joining Chartwell in 2009, Scott spent over a decade between his tenures with Heidrick & Struggles and Spencer Stuart. Over the course of his time with each firm, he led search practices in banking, real estate, and broad financial services. Scott is a graduate of The University of Texas at Austin with a bachelor’s degree in psychology and minor in business management.