Director's Domain: Corporate Governance News & Board Insights
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September 24, 2026
Focus at the top. Having the right person running the business is, by most measures, the key to sustainable success. Warren Buffett makes the argument that his son Howie, in his new role as chair of Berkshire Hathaway, needs to do just one thing well: confirm that the company has the right CEO. Jana Partners uses its stake in Cooper Cos. to push for a change in both CEO and chair roles, while seeking other changes at Six Flags, including the exploration of a sale. The founder and CEO of digital mortgage company Better.com finds himself in a complex boardroom drama after being forced out of his role by an investor. Broader data suggests such decisions are hardly exceptional: roughly one in seven CEO successions was forced in both 2024 and 2025, with underperformance becoming an increasingly prominent catalyst. Private equity offers another perspective, where CEO replacement can be less a response to failure than a deliberate value-creation strategy—and research finds leadership changes occurring in a striking 69% of the PE-backed companies studied. Meanwhile, Paramount settles with states to get its Warner Bros. Discovery megadeal back on track. Two perspectives on boards and AI suggest boards still have progress to make in ensuring appropriate oversight of the technology and the infrastructure and resources required to run it. Observers argue that for boardroom decision-making carefully managed friction can lead to better outcomes than harmony alone. But leadership is the standout topic this week, underscoring that the selection and ongoing confirmation of the CEO remains one of the board’s most important roles.
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September 17, 2026 -
This week, the challenge isn’t identifying the risk—it’s determining who has the authority, incentives, and willingness to act on it. At Anthropic, Dario Amodei is calling for slower AI development, even as the company’s proposed safety watchdogs illustrate the limits of oversight when those charged with identifying risk may lack the authority to intervene. At OpenAI, disclosures of concerning model behavior are prompting a more formal response, with a new framework for tracking, investigating and potentially disclosing future incidents. That same tension is playing out across the broader AI landscape, as companies continue deploying AI at speed despite increasingly urgent warnings about the risks. There’s lots to read about the technological, political, and competitive landscapes, yet our focus is on the governance impact: companies making massive data-center investments are undertaking new D&O risks, directors are being asked to govern a transformation they’ve never seen before, and outdated forecasts complicate decisions that must be made lightning fast. Elsewhere, at Automattic, an attempted CEO ouster underscores a related governance challenge: exercising authority does not necessarily produce the intended result. Meanwhile, shareholder activism across all sectors continues to be normalized as a year-round reality. And make of this what you will, directors are now more confident about business conditions today while growing less optimistic about tomorrow; meanwhile, five years after Business Roundtable redefined corporate purpose, the purpose-profit debate is back. Across these stories, the central question has moved from what is changing to whether governance structures, incentives, and authority are strong enough to guide organizations through the unknown.
Read OnSeptember 10, 2026 -
Visible progress vs. substantive change. The distinction matters and this week’s board news highlights the uncomfortable truth that what you think you see is not always what you get. When it comes to board composition that translates to a critical question: Regardless of how ideal your board looks on paper, does it truly have the collective expertise to meet the challenges ahead? Elliott Management’s recent activist investor campaign at Norwegian Cruise Line provides a fascinating case study in “board fit,” as researchers present a new AI-based analysis that aims to compare directors’ lived experience to a company’s current strategic needs. When it comes to the gender balance in the boardroom, the question has shifted from When will we reach parity, to Why are women directors not experiencing the same benefits as their male peers? New research on women directors finds that prestigious appointments can bring greater scrutiny without translating into the kind of influence or opportunity that male directors typically gain. And when it comes to AI governance, it’s no surprise to learn that board attention to AI has surged, while formal governance is lagging, but the good news here is that observers have some useful ideas to help boards better organize their AI governance efforts. A lot of questions to consider, but perhaps most important: Is the activity and progress we can see driving the changes we want and need to make happen?
Read OnSeptember 03, 2026 -
Wanted: Human qualities. The rush to embrace AI is not slowing down, but companies increasingly recognize that incentivizing AI use alone will not reap the productivity gains hoped for, as the machines lack the uniquely human skills required to ensure successful outcomes. EY is leading the charge by making $100 million available for bonuses to reward employees for applying skills like critical thinking, creativity, and empathy to achieve desired results. Meanwhile, comp committees are considering incorporating the effective use of AI into compensation structures, though report that they have yet to find an appropriate means of doing so. And a number of large companies are doubling down on the importance of humans in the workforce by investing in skilled-labor training programs in an attempt to ensure there are enough workers to build out data centers as well as keep sectors like the home improvement industry afloat. In other news, the Justice Department files a court brief in support of OpenAI’s right to train AI models without regard for the copyright protections the New York Times is suing to uphold. Regardless of the outcome, Open AI will have more days in court as another 30 lawsuits are filed against the company and its founder Sam Altman, alleging a disregard for public safety that led to the Tumbler Ridge mass shooting, after the company failed to alert police to the shooter’s concerning interactions with ChatGPT. Meanwhile, median board member compensation registers a small gain, BP elects a new board chair, Ben & Jerry’s aims to reinforce its commitment to social impact by appointing new directors who bring extensive experience with social justice issues, and shareholders approved almost no proposals this proxy season. Volkswagen CEO Oliver Blume ponders the unthinkable in Germany: streamlining the automaker’s workforce. And for Volkswagen's North America division, the vehicle maker hits reset, changing its North American chief for the second time in less than two years as sales slide. Heading into Labor Day weekend, it could be a good time to reflect on the future of labor—what if AI, instead of replacing the workforce, created the opportunity to bring the best qualities of humanity to work?
Read OnAugust 27, 2026 -
Good tech, bad tech? Maybe it’s all in the eye of the beholder. Enthusiasm for technological innovation is being challenged this week by concerns about the impact of technology on people and communities, with repercussions that will be felt in many boardrooms. Meta agreed to pay $17.1 billion to settle a child safety lawsuit that accused it of designing its Facebook and Instagram apps to be addictive to children despite knowing the mental health risks its platforms posed. The implications on the social media industry playbook are enormous. At the same time, a brewing backlash against data centers is challenging some big tech companies’ plans to build out AI capacity or at least find new ways to convince the public to embrace them. And long-time innovation champion Bill Gates published an essay suggesting that people and nations globally are woefully unprepared for the changes that will be wrought by AI, warning that the technology is far more powerful than many realize and has the potential to unleash immeasurable harm as well as deliver progress. Brown-Forman airs its family feud, Deloitte settles a DEI lawsuit, and evidence shows that a credible strategic plan can be a safeguard against activist investors. Our throughline this week: decisionmakers need to carefully consider the potential risks and consequences of their goals, strategies, and technologies alongside the financial opportunities.
Read OnAugust 20, 2026 -
This week, attention is drawn to significant judgment calls being put to a real-world test. The tension between decisions and their consequences is always a challenge for boards, and especially apparent when those consequences spill into the public arena. At L3Harris, Christopher Kubasik’s termination following a conduct investigation has revived questions about how boards weigh second chances against known risks when choosing leaders. The DOJ’s probe of Andreessen Horowitz is testing boundaries around overlapping board appointments. Nvidia’s financing commitment to OpenAI is drawing further scrutiny of the economics underpinning the AI boom. Meta’s safeguards, or lack thereof, for young users are being tested in court. Disney is taking its battle with the FCC to court, challenging the motives behind the agency’s scrutiny. And amid political pressure over DEI, new research shows companies that support diversity are doing just fine. Together, these stories offer a reminder that judgment is validated by the outcome of decisions and not a moment sooner.
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