Betsy Berkhemer-Credaire
CEO, Berkhemer Clayton Retained Executive Search, CEO, 2020 Women on Boards
Based in downtown Los Angeles, Betsy co-founded Berkhemer Clayton Inc. 24 years ago, specializing in senior management Communications, Marketing, Finance and Board searches for corporations, universities and large nonprofits. Client companies include Bank of America, GAP, Mattel, Toyota USA, Ross Stores, Southern California Gas Company, Sempra, Kaiser Permanente, Tournament of Roses, City of Hope, UCLA, USC, Chapman University, American Lung Association, Big Brothers Big Sisters Los Angeles, and more.
As of January 2018, she became national CEO of the 501c3 nonprofit public awareness campaign called “2020 Women on Boards” dedicated to achieving at least 20% of all public company board seats held by women by the year 2020. Its website 2020WOB.com informs the general public which companies have women directors, how many, and which companies don’t.
Author of the book "The Board Game – How Smart Women Become Corporate Directors," with 10,000 copies in distribution nationally, telling how 58 women directors found their first board seats. For 17 years, Betsy chaired the Los Angeles/Orange County chapter of Women Corporate Directors (WCD), a global nonprofit network of women serving on public and private boards. She is a frequent keynote speaker throughout the U.S., and in Washington D.C.
Since 2000, she has served on the statewide board of the National Association of Women Business Owners-California (NAWBO-CA), representing the issues and interests of 1.5 million women business owners in CA. She was on board of Southern California Leadership Network (SCLN) for 25 years, and the advisory boards of Edison (SCE) and UCLA Medical Center.
Before going into retained executive search, Betsy owned a major public relations agency in downtown Los Angeles which was acquired by global firm Golin/Harris based in Chicago. She's a graduate of UCLA. She and her husband Cris live in Little Tokyo, downtown Los Angeles.
Sandy Brown
Director/Trustee, First Pacific Advisors LLC
Sandy Brown currently serves as an independent director/trustee for the FPA Funds complex (one NYSE- and six NASDAQ-listed funds totaling $25 billion*). An SEC/SOX financial expert, she serves on both the Audit and Governance Committees (subcommittees: Cyber-risk/BCP review and Auditor selection).
Sandy has served in executive leadership positions at three Fortune 100 firms – Chair, CEO and President of Transamerica Financial Advisers, where she directed 3,300 independent securities and insurance sales representatives. At Bank of America, Sandy served as Vice President, Mutual Fund Administration -- a role with strict regulatory responsibility for federal, state and international filings, prospectuses, and financial reports for $28 billion in assets (registered both nationally and internationally). Her responsibilities included business management of five independent boards of directors. At Chemical Bank (Texas Commerce), she began her career as a trust auditor and concluded it managing trust operations for mutual and commingled funds.
As an SEC/SOX financial expert, Sandy was responsible for oversight of risk for the organizations for which she provided management and leadership. She is a seasoned strategic adviser, a skilled collaborator, and a respected industry expert with a proven talent for forging strategic consensus among stakeholders pursuing complex mission-critical objectives. Deep structural knowledge and experience in the securities industry enable her to provide valuable consulting services to registered investment advisors, broker/dealers, banks, insurance companies, and mutual fund organizations.
Drawing on her technology background, at Transamerica Sandy pioneered TFA Synergy® -- the first completely paperless processing platform ever deployed in the independent broker/dealer channel. TFA Synergy® cut processing errors by 95% in 90 days. Additionally, she championed a comprehensive Business Continuity Plan that became the template for other divisions in the organization.
In the early ‘90s, Bank of America established a National Diversity Council -- one of the first ever implemented in a Fortune 50 company; Sandy served proudly as an inaugural member of said Council. Working without a roadmap, diversity became a keystone value that shaped subsequent corporate performance metrics for Bank of America worldwide. Sandy embraced that value and projected it forward in the workplaces she subsequently influenced.
In addition to her mutual fund responsibilities at Bank of America, Sandy directed due-diligence teams for major acquisition transactions and served as the principal adviser for executive-level acquisition negotiations,
including those leading to the successful purchases of a Chicago-based national bank (Continental Bank) and a premier boutique investment-management firm (San Francisco-based Robertson Stephens).
Prior to earning her CPA, Sandy was a practicing Dental Hygienist; where her specialty was periodontics.
Sandy currently serves on the California Lutheran University Executive Council (School of Management), and previously mentored graduate students at CLU. In the past, she held executive board positions in non-profit organizations such as the American Heart Association (Investment Committee), and Los Angeles Youth Programs.
Allan Rudnick
Director/Trustee and Chairman of the Board, First Pacific Advisors LLC
Allan M. Rudnick has over 40 years of experience in the investment management industry.
He co-founded Kayne Anderson Rudnick Investment Management (KAR) in 1989. Mr. Rudnick served as Chief Investment Officer, CEO and Chairman. He retired as Chairman Emeritus from KAR in December, 2007. He continues to advise clients through his family investment office.
Currently, Mr. Rudnick is a Director/Trustee and Chairman of the Board of seven mutual funds managed by First Pacific Advisors LLC, including the closed-end investment company Source Capital, Inc. listed on the New York Stock Exchange.
Mr. Rudnick serves on the Board of Trustees of Children’s Hospital Los Angeles (CHLA). He is on the Board of Los Angeles Leadership Academy Charter School in East L.A., where he is a visiting instructor in economics. He is also a member of the Cedars-Sinai Investment Committee. Mr. Rudnick previously served as President of the Bogart Pediatric Cancer Research Foundation, and on the Trinity College Board of Fellows.
He earned a BA in Economics from Trinity College, Hartford, CT and an MBA from Harvard University.
Monica Erickson, CFA
Portfolio Manager, Global Developed Credit, DoubleLine Capital LP
Ms. Erickson joined DoubleLine's Global Developed Credit Group in 2009. She is head of investment grade within the group and participates in DoubleLine's Fixed Income Asset Allocation committee.
Prior to DoubleLine, Ms. Erickson was a Vice President in the Corporate Bond group at TCW where she was involved in the management of the Firm's corporate credit fixed income and structured products.
Prior to TCW, she was a Vice President at Froley, Revy Investment Company for over fifteen years, active in managing several convertible strategies.
Ms. Erickson graduated from the University of Southern California in 1993, summa cum laude, with a BS in Business. She is a CFA charterholder, a past board member of CFA Society of Los Angeles, and the current chair of the Charter Recognition committee for the CFA Society of Los Angeles. She is also an Advisory Board Member for the Credit Roundtable and a member of the Southern California Chapter of 100 Women in Finance’s Education Committee.
Jane Goodman
Partner, Ernst & Young, LLP
Jane Goodman is a Los Angeles-based Audit Partner in Ernst & Young’s Asset Management Assurance practice. She has 12+ years of experience with Ernst & Young in the financial services industry having spent over five years in New York and six years in San Francisco prior to relocating to Los Angeles.
Jane has served key asset management clients and led both fund audits and corporate audits for asset managers specializing in the hedge fund, private equity and real estate space. Jane has also worked in the Perth, Australia office of Ernst & Young and has spent time in the Tokyo, Japan and Bangalore, India Ernst & Young offices working with her global asset management teams. Jane currently serves on the Education Committee for the Southern California Chapter of 100 Women in Finance.
Prior to Ernst & Young, Jane worked in the Office of the Chief Accountant of Investment Management at the U.S. Securities and Exchange Commission in Washington, D.C.
Jane holds an undergraduate degree in Finance and a master’s degree in accounting from Tulane University in New Orleans, LA and is both a California and a New York CPA and member of the AICPA.
