Kevin Robert
Independent Board Director
Vertex, Inc.
Kevin Robert joined the Vertex Board of Directors in February 2015. Named one of the “Top 100 Most Influential People” by Accounting Today magazine, Kevin spent more than three decades at Wolters Kluwer Tax & Accounting, the $1.27 billion global division of the $4.6 billion company. Beginning as an Account Sales Manager in 1981 with CCH Computax, Kevin steadily progressed through leadership positions at CCH Computax and CCH Publishing before being named President and CEO of CCH Tax Compliance in 2001. Following the company’s 1995 acquisition by Wolters Kluwer, Kevin led the Tax & Accounting division’s operations in North America and Asia Pacific before being named Global CEO in 2010. During his tenure, revenue grew 11% and EBITDA increased 66%. Kevin brings deep experience in developing and marketing leading-edge accounting, tax and audit software and information solutions for accounting and tax professionals around the world. His multi-national experience includes developing business in North America, South America, Europe and the Pacific Rim, identifying global opportunities and negotiating the acquisition of companies. Kevin holds a B.S. in Marketing from the University of New Orleans and an MBA in Management from Pepperdine University. He also serves on the Board of Epiq Software.
SESSIONS
Improving Shareholder Relations – Panelist
A board can help the CEO improve structures, systems and processes that in turn reduce strife in the family or ownership group. How, exactly, does that work? What are the lines a board shouldn’t cross? What can independent directors do to foster shareholder harmony that insiders can’t do? What are the most effective types of shareholder communications?
Takeaways:
• Independent directors can reinforce boundaries between board and family/owners’ council matters
• Independent directors can take the heat off the chairman/CEO by vetting tough decisions
• Frequent communication is key to improved shareholder relations