Managing Board & Investor Relations: Best Practices and Playbook
Speakers
Myoung Kang, ex-Head of Finance, Notion
Chris Brubaker, VP of Finance, Postscript
Stephen Hedlund, Head of Finance, Rillet
57:23Key takeaways
- Essential board materials + contents + cadence
(deck, memo and investor update email - templates will be shared!) - Practical tips on running the board meeting
- Setting the right expectations with the board
- Managing investor and board FAQs
- How to automate investor and board reporting package
- Dedicated Q&A session
Your board is your trusted advisor and partner. Giving them visibility into your company’s progress with up-to-date reports and periodic updates is key to maintaining that trust.
Putting this together requires consolidation of your financial and business data, creating projections, and calculating key metrics all neatly put together that tell the story behind the numbers.
Stephen Hedlund, Head of Finance at Rillet, moderates this informative session with Myoung Kang and Chris Brubaker as they share their best practices, tips and how they tap into real-time data and analytics tools to tackle higher-order questions during the board meeting to improve investor confidence.
Speaker spotlight
Myoung Kang
ex-Head of Finance, Notion
Myoung Kang is a finance and operations executive supporting startups for more than two decades. She previously served as the Head of Finance at Notion, CFO advisor for First Round Capital and has served as CFO for more than a dozen startups, handling everything from making the board presentations and reports, creating performance review process, compensation strategy, and more. 13 of Myoung’s clients were acquired during her tenure including Pulse (LinkedIn), Strongloop (IBM), Makara (Red Hat), Swiftkey(MSFT), Aria Glassworks/Bubbli (Dropbox), Bump (Google), TagArray (Maxim), Bitplay (Jive), Reflectivity (Texas Instruments). Three of her other startups were purchased after she left - Glint by Linkedin/Microsoft, Myfitnesspal by UnderArmour. Myoung currently serves as the Head of Operations for Mother Duck, a serverless easy-to-use data analytics platform based on DuckDB and manages finance, legal and administration.
Chris Brubaker
VP of Finance, Postscript
Chris Brubaker currently serves as the VP of Finance at Postscript, the market leader in ecommerce SMS. Previously, Chris held financial leadership roles at OnlineMedEd and Opcity (acquired by Realtor.com), with over a decade of experience in strategic finance, FP&A and corporate development. Chris has also acted as a Strategic Advisor for HomeRoom since 2018. He holds a J.D. from the University of Iowa and a Master of Science in Accounting from the University of Connecticut.
Stephen Hedlund
Head of Finance, Rillet
Stephen Hedlund is the Head of Finance at Rillet. He has over a decade of professional experience in corporate FP&A and startup finance, with leadership roles at OpenSpace, Molekule and Walmart. Stephen holds an MBA from the University of Chicago Booth School of Business.
