Skip to Content
Grand Ballroom 1 Session B

Midday Keynote Session: New Rules for the Board Room: Change, Growth, and Capital in a fast-moving environment

Presented By: Smart Business

This engaging session will be your guide to navigating the intricacies of post-capital-raise board dynamics. Uncover the secrets to designing a stellar board, learn from common mistakes directors make and discover foolproof ways to avoid them. Decode the mystery behind “MRBA”; delve into the essential steps for getting your management team board-ready; and explore the art of CEO leadership in the boardroom. From understanding the nuances of effective board decks to unraveling the complexities of boardroom dynamics, this discussion promises to be a masterclass in board governance. Join us for an illuminating journey as we redefine the rules of the boardroom. 


Patrick Colletti
Co-founder, Net Health
CEO, CoSage

Growth oriented technology executive and board member with 20+ years of experience in PE backed companies and angel/VC funded start-ups. Served as President of Net Health for two decades, author of the book Refounder: How Transformational Leaders Take What's Broken and Make it Better (Per Capita, 2021)


Joe Cardosi
Founder + CEO
Free Market Health

Joe Cardosi is the Founder and CEO of Free Market Health. Prior to launching Free Market Health, he held sales and strategy leadership roles within Walgreens Specialty Pharmacy. Before joining Walgreens, Cardosi managed the business aspects of the pharmacy benefit at Gateway Health. Prior to that, Joe began his career in clinical and patient-facing roles at small and large specialty pharmacies. Joe holds both a Finance MBA and a Doctor of Pharmacy degree from Duquesne University. 


Meredith Meyer Grelli
Entrepreneur in Residence & Faculty Member
Tepper School of Business, Carnegie Mellon University

Meredith is a faculty member and Entrepreneur in Residence at Carnegie Mellon University's Tepper School of Business. She has developed the Family Business Initiative at Carnegie Mellon, which brings together family business owners and entrepreneurs from an array of industries and geographies.

Meredith Meyer Grelli founded, led, and sold two craft beverage companies, Wigle Whiskey and Threadbare Cider & Mead. Wigle Whiskey was Pennsylvania’s first direct to consumer spirits company since Prohibition.


Jason Wolfe
Founder & CEO
Wolfe, LLC

Jason created the first coupon web site, MyCoupons, in 1995, growing it to 20 million visitors per month before selling it in 2000 for $23 million. He then built Direct Response Technologies Inc. and sold it to Digital River in 2006 for $22 million.  From 2008 to 2015, he focused on and OmniCard, growing into the No. 1 gift card site in the world, selling over 10 million gift cards valued at more than $1 billion. In 2016, he sold them to Blackhawk Network for $120 million.

Today he is focusing on Wolfe LLC, and specifically on GiftYa, his next-generation gifting solution.


Conference Location

600 Commonwealth Place
Pittsburgh, PA 15222
Tel: (412) 391-4600