Katherine Ellis
Chief Financial Officer
Expertise
Board Interests
Public and private company boards
Audit, Finance, Risk, and Nominating & Governance committees
Illustrative exampleTurn executive
experience into
boardroom opportunity.
Board education, executive branding, and targeted matchmaking to help accomplished leaders pursue board and advisory roles.
Executive membership built around positioning,
education, and opportunity access.
Education
Board-ready learning built for executives.
Positioning
Elevate your brand and boardroom narrative.
Opportunity Access
Curated opportunities aligned to your expertise and goals.
Executive Impact Report
Board-Facing Summary
Executive Snapshot
Seasoned CFO with a record of driving growth, strengthening governance, and creating value across complex organizations.
Strategic Impact
- Led financial strategy through periods of transformation and growth
- Delivered strong returns and operational efficiencies
Governance Leadership
- Partnered with boards on risk oversight, compliance, and controls
- Built and scaled governance frameworks that drive accountability
Boardroom Contributions
- Brings financial expertise with a strategic, long-term perspective
- Collaborative leader who adds clarity, rigor, and independent judgment
Independent Director
Audit Committee Member
Public Company
Company Overview
Growth-stage industrials company with global operations and a strong commitment to governance.
Why it’s a good fit
- Seeks financial leadership and governance expertise
- Expanding board with independent perspectives
- Values strategic insight and risk oversight
Trust & Credibility
More than access.
A stronger boardroom presence.
Boardsi delivers the structure, insight, and relationships
that help executives contribute with confidence.
Executive Profile
Board Readiness Overview
Seasoned executive with demonstrated leadership in technology and transformation. Proven ability to guide organizations through growth and governance with a focus on long-term value creation.
Core Strengths
- Corporate governance
- Risk oversight
- Digital transformation
- Strategy & innovation
- M&A / Capital allocation
Board Contribution Areas
- Strategy
- Governance
- Risk
- Growth
- Talent
Board Interests
Technology
Financial Services
Healthcare
Experience Highlights
CEO, Global Technology Company
2016 – 2023
Led enterprise transformation and delivered sustained growth.
Board Member, Private Company
2019 – Present
Provide governance and strategic oversight across growth initiatives.
Executive positioning
We refine your board narrative, highlight differentiating strengths, and align your profile with current boardroom priorities.
Board education
Expert-led learning on governance, fiduciary responsibility, and boardroom dynamics—so you’re prepared to add value from day one.
Targeted matchmaking
Curated introductions to boards and committees where your experience and perspective are most relevant.
Human support
A dedicated advisor partners with you throughout the journey—offering guidance, context, and continued support.
Two sides of a stronger boardroom.
Boardsi connects experienced leaders and forward-thinking companies
to build boards that drive impact.
For Executives
Build your next
leadership chapter.
Position your experience for board and advisory opportunities with education, executive branding, and focused matchmaking.
Explore executive membership↔
For Companies
Bring the right
experience to
your board.
Connect with executives whose expertise aligns with your organization’s priorities and board needs.
Discuss your board needsRelevant connections
start with deeper context.
Bring executive experience, board interests, and company
needs into a more focused search.
Executive profile
A holistic view of
experience and goals.
Illustrative example
Alex Morgan
CEO (ret.)
CEO, global industrial manufacturer
Grew revenue through operational transformation
Public company board experience
Passionate about sustainability and talent
Context inputs
Key areas that shape
relevance.
Executive experience
Leadership roles, scope, and impact.
Industry and functional expertise
Sectors, functions, and domains.
Board interests
Purpose, topics, and preferences.
Opportunity requirements
Skills, experience, and priorities.
Human review
and support
Boardsi experts add
judgment and insight.
Context is reviewed by a Boardsi advisor
Nuanced assessment of fit and contribution
Curated opportunities that align with your experience and goals
Relevant opportunity
A thoughtfully matched
board opportunity.
Illustrative example
Audit Committee Member
Industrial Technology Company
Why this is relevant:
Governance experience
Deep public company oversight and audit committee service
Sector familiarity
Industrial and technology experience at scale
Board interests
Sustainability and talent development focus
Boardsi advisor insight
Alex’s operational leadership and governance background align well with this board’s priorities.
✦ Boardsi Board Suite
A clearer view
of your
board journey.
Bring your executive profile, opportunity discovery, and board-facing positioning into focus.
Explore the Board SuiteExecutive profile
Showcase your leadership and board readiness.
Opportunity discovery
Explore curated board opportunities.
Executive Impact Report
Articulate your impact and board value.
Executive profile
View full profile ›Alexandra Morgan
Chief Operating Officer
New York, NY
Technology
MBA, Northwestern University
Core strengths
StrategyOperational ExcellenceM&A IntegrationDigital TransformationRisk ManagementTalent Leadership
Opportunity discovery
View all opportunitiesGrowth-stage technology company
Scaling enterprise software business seeking an independent board director.
TechnologyHealthcare organization
Nonprofit health system focused on expanding access and innovation.
HealthcareEstablished consumer business
Well-positioned brand navigating digital and global expansion.
ConsumerExecutive Impact Report
Illustrative exampleYour board impact story
A summary of the unique value you bring to the boardroom.
Strategic Perspective
Brings clarity to complex challenges and helps shape long-term value creation.
Operational Excellence
Drives performance through scalable processes and effective execution.
Stakeholder Leadership
Builds alignment across teams, investors, and communities.
Board contributions
Areas where you drive meaningful impact.
Governance & OversightRisk ManagementStrategyTalent & CultureTransformationM&A Guidance
Share your impact story
Use this report to communicate your board value with nominating committees.
HOW IT WORKS
From experience to a
focused board strategy.
Education, executive branding, and matchmaking support your progress.
1.
Discuss your goals.
Consultation Notes
Leverage global operations leadership and governance experience to contribute at the board level.
- Clarify your board aspirations
- Identify strengths and experiences
- Define impact and preferences
2.
Develop your board-facing positioning.
Board Positioning Summary
Leadership Narrative
Core Differentiators
Board Contribution Themes
- Craft a compelling leadership narrative
- Define board contribution and themes
- Build a board-ready profile
3.
Explore relevant opportunities.
Opportunities for You
Independent Director
Industrial Technology · Public
NY, USA · Mid–Large Cap
StrategyAdvisory Board Member
Healthcare Services · Private
Boston, MA · Growth Stage
Transformation- Curated opportunities that align
- Insights on priorities and context
- Warm introductions, when relevant
4.
Pursue conversations and evaluate fit.
Conversation & Fit Checklist
Mission & strategy alignment
Governance & culture
Committee focus & priorities
Time commitment
Mutual fit & next steps
- Prepare for high-impact conversations
- Evaluate opportunity and board fit
- Decide your next best step
Put your experience
in a new context.
Explore board and advisory opportunities aligned with
your background, interests, and next chapter.
Present your
board-level value.
Showcase the expertise and leadership you bring.
Explore relevant organizations.
Discover opportunities in organizations aligned with your interests.
Pursue opportunities with greater context.
Access key context to determine where you can make the most impact.
ILLUSTRATIVE OPPORTUNITIES
BOARD OF DIRECTORS
Growth-stage technology company
Sector: Technology
Expertise sought: Scaling operations, Product strategy, Go-to-market, Risk oversight
ADVISORY BOARD
Healthcare organization
Sector: Healthcare
Expertise sought: Clinical strategy, Digital transformation, Compliance, Stakeholder engagement
BOARD COMMITTEE
Established consumer business
Sector: Consumer
Expertise sought: Brand & marketing, Supply chain, International expansion, M&A oversight
Build a board around
what comes next.
Connect your strategic priorities with experienced
executives who can bring relevant perspective
to the boardroom.
EXPERTISE COVERAGE
Finance
Operations
Growth
Technology
LEADERSHIP PROOF
A closer look at the Boardsi experience.
Boardsi prepares and connects exceptional leaders for board service—combining education, positioning,
and thoughtful matchmaking to strengthen governance where it matters most.
and thoughtful matchmaking to strengthen governance where it matters most.
boardsiExecutive
Executive
Impact Report
ILLUSTRATIVE EXAMPLE
An excerpt from a board leadership engagement.
BOARD-FACING NARRATIVE
The organization sought a director who brings strategic clarity, risk awareness, and a collaborative mindset to help oversee long-term value creation and stakeholder trust.
AREAS OF IMPACT
- Strengthening governance practices and board effectiveness
- Enhancing enterprise risk oversight and ethical decision-making
- Guiding strategy, innovation, and sustainable growth
- Supporting talent, culture, and stakeholder engagement
LEADERSHIP PERSPECTIVE
This engagement reflects the power of aligning purpose-driven leaders with organizations committed to responsible leadership and long-term impact.
Board leadership insights
Practical perspectives on governance, risk, strategy, and leadership—curated for current and future board leaders.
Read leadership resourcesEducation
Expert-led learning that strengthens governance knowledge, boardroom readiness, and leadership confidence.
Positioning
We help leaders articulate their board value proposition and build a compelling, credible board profile.
Matchmaking
Thoughtful introductions to opportunities aligned with your expertise, interests, and impact goals.
YOUR NEXT MOVE
Make your next
chapter a boardroom
conversation.
Talk with Boardsi about your experience, your goals,
and what executive membership includes.
Book an introductory call
Looking for board talent?
Talk to our team