Special Skills, Qualifications & Previous Board Experience
- Edmund is a Managing Director with KPMG’s Advisory Services Group. He currently co-leads KPMG’s Board Advisory Services practice, nationally, in close collaboration with KPMG’s Board Leadership Center. This work involves working closely with corporate board members to enhance their corporate governance practices in order to improve corporate performance. Key areas of focus include, but are not limited to, pre-IPO board readiness due diligence, board composition, board evaluations, risk governance/ERM, ESG, corporate culture, board reporting, strategy and emerging topics such as block chain, climate risk, AI/ML and scenario war gaming.
- Prior to KPMG, Edmund held various leadership positions, primarily in Fortune 100 financial service companies, including Corporate Banking, Corporate Treasury and Risk Management. He began his career with Andersen Consulting where he focused primarily on designing, coding and implementing large scale management information and operational systems, in the financial services and health care industries.
- He currently serves on the board of United Way of Delaware, where he has been a board member for over 15 years and has held leadership roles on the board including twice named as Audit Committee Chair and two time Chair of the Finance Committee, where his background as an auditor/C.P.A. and MBA in Finance enable him to make strong contributions to the United Way board.
- In 2015 Edmund led an effort to develop a strategy for the Foreign Direct Investment Association (FDIA). The FDIA is one of the key not-for-profit organizations focused on encouraging foreign investors to chose to locate plants and operations in the U.S.. This work led to a trip to Dubai and Sharjah, U.A.E. where he presented results to the board of the FDIA and moderated a panel discussion with C-Level executives on the challenges and risks associated with foreign direct investment in various countries around the world.
- While completing his degree at Penn, he volunteered to chair the speakers committee where he was responsible for running a monthly speakers series on behalf of his Penn classmates. In this role, he was responsible for identifying and attracting Board and C-Level speakers to present on various topics of interest to fellow students. In addition, he was responsible for organizing a trip to China for a delegation of fellow student who were able to visit several China based businesses and take tours of their operations in-country.
- Edmund is a lifelong learner and teacher, including service as an adjunct professor at Peirce College (teaching marketing, economics and statistics) and subsequently at Villanova University where he taught an executive level course on Enterprise Risk Management during his 5+ year stint as an adjunct in the Villanova Executive MBA program (VEMBA). His VEMBA students included C-Suite and Sub-C-Suite executives with a minimum of 15 years work experience. He has also presented on the topic of risk governance to Ascend Pinnacle, the premiere organization for Asian corporate board members.
- Edmund has been a frequent speaker at events including the Association of Financial Professionals, the Phila. Treasury Management Association and the Institute of Internal Auditors (Atlanta, Dallas and San Antonio). He has also published an article in the Journal of Information Systems, an American Accounting Association publication, on the topic of Systems Thinking.
- Edmund is a leader in KPMG’s efforts to improve diversity. Recently, since 2020, he has helped lead a successful effort to develop and implement a series of speaking events focused on bringing in historians and other luminaries on the topic of DEI. These events have served to help enlighten KPMG’s partners and employees by illuminating potential blinds spots that may exist due to the lack to awareness of societal structures that can contribute to disparate treatment and outcomes for underserved communities, including women, minorities, and LGBTQ people.
- KPMG is a major supporter of the Santa Clara Black Corporate Board Readiness program, founded in 2020, which aims to prepare the next generation of black corporate board directors. Edmund has been a presenter to program participants and is an advisor to the program founders. The program has an 80%+ success rate for placement of participants who’ve completed the program. Santa Clara has similar programs aimed at preparing women and LatinX people for board service and are in the process of developing a program focused on preparing members of the LGBTQ community for board service.
I believe the WCNR provides an excellent platform for engaging Wharton alums around key topics of the day that could be relevant and favorably accretive to their ongoing career growth and development. As a lifelong learner myself, I feel strongly that earning the degree was just a first step on a journey that must include continuous and ongoing growth and acquisition of new knowledge in order to remain competent and relevant to the marketplace. I’m fond of saying ‘Learning’ is the new ‘Knowing’. My vision is for WCNR to be the go-to organization for Wharton Alums seeking to update and maintain currency of knowledge in this fast paced, dynamic and uncertain world we live in. It should be a strategic mandate for the WCNR to lead the way towards the future by developing and delivering content that members will find valuable, insightful and compelling.
- As such, my vision for the club and my role on the board would be to help contribute to creating and delivering events that members will find to be current, forward looking, value added and worthy of the expenditure of their time and membership dollars.
- WCNR should also aim to be relevant to the communities where we live and work and seek opportunities to improve the lot in life of those less fortunate than ourselves. We need to make giving back one of the core features of our overall strategy.
- Given the importance of good governance in many areas of business and government, I would like to make that one of my primary areas of focus on the board of the club. In addition, there are several other emerging topics that could be of interest that the WCNR can take the lead on presenting to members, including ESG, Climate Change, Renewable Energy, Geopolitical Uncertainty, AI/ML, DEI, Blockchain, Women/Minorities on boards and the impact of genetics on healthcare, to name a few.
- I also think there are huge opportunities to team up with clubs in other regions in order to increase exposure and amplify the messages through those local chapter membership communities.