Session Presenters
Terry Lehman
Chair of the Board
Citizens & Northern Corporation
Cathy Richmond
Chair of the Board
Mascoma Bank
Alan Kaplan
Founder & CEO
Kaplan Partners
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About the presenter
Presented by
Terry Lehman
Chair of the Board
Citizens & Northern Corporation
Terry Lehman is chair of the board at Citizens & Northern Corporation, headquartered in Wellsboro, PA. Mr. Lehman previously served on the board of directors at MidCoast Community Bancorp in Wilmington, DE. He is a seasoned professional who spent more than 35 years in public accounting representing and advising clients in the financial services sector. He has a strong knowledge of corporate governance, financial expertise, mergers and acquisitions and the regulatory environment in which financial institutions operate. Mr. Lehman, who resides in Hershey, PA, has also been an active member of civic and community organizations in the central Pennsylvania community.
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About the presenter
Presented by
Cathy Richmond
Chair of the Board
Mascoma Bank
Cathy Richmond is chair of the board at Mascoma Bank. Mascoma Bank is a B Certified $2.9 billion mutual bank with offices located in NH, VT, and ME. Ms. Richmond became a director in 2013.
Ms. Richmond worked for several banks from 1981 until 1992, beginning as a bank teller at First Savings & Loan Association in Exeter, NH: culminating as vice president and head of a regional mortgage lending and retail team from the White River Junction, VT office of the then Marble Bank.
She graduated from law school in 2002 and has worked at Stebbins Bradley, PA, in Hanover, NH as a trust and estate attorney ever since, practicing in NH and VT. She is a managing partner of the firm.
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About the presenter
Presented by
Alan Kaplan
Founder & CEO
Kaplan Partners
Alan Kaplan is founder & CEO of Kaplan Partners, a retained executive search and board advisory firm headquartered in Philadelphia. Founded in 1994, Kaplan Partners provides boards and CEOs with advice on CEO and board succession, and assistance with the identification, assessment and selection of new CEOs, directors and executives. The firm’s Board Advisory Services assist clients with director succession, performance, diversity and recruitment. Kaplan Partners also conducts executive assessments of leadership teams to enhance succession planning professional development.
Mr. Kaplan is a leader in talent management and leadership succession across the financial industry. He has 30+ years of talent assessment and executive search experience, after an initial career in corporate banking. Mr. Kaplan has led over 100 CEO/succession projects, and hundreds of board and c-suite consulting, assessment and executive search assignments. Mr. Kaplan is an NACD Certified Director and Board Leadership Fellow.
Breakout 2: Building a Strategic Asset Board
High performing boards are a hallmark of high performing banks. Hear from board leaders on the critical topics of board succession and refreshment, governance best practices and the role of board assessments in elevating board performance. Boards that effectively navigate these vital yet sensitive dynamics are well on their way to becoming top performing institutions.
Session Resources
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Session Presentation
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