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Lisa Walters-Hoffert

Director at Flux Power Holdings
Board

About Lisa Walters-Hoffert

Independent director since 2019 (age 66), Audit Committee Chair and designated “financial expert,” with >25 years in investment banking and corporate finance and service as CFO of a Nasdaq-listed company; B.S. in Management Sciences (magna cum laude) from Duke University .

Past Roles

OrganizationRoleTenureCommittees/Impact
Daré Bioscience, Inc. (Nasdaq: DARE)Co-founder; CFO of surviving public company post-mergerJuly 2017 – January 2024Public company CFO; audit, compliance, equity finance, M&A experience
Roth Capital PartnersManaging Director, Investment Banking2003 – 2015Small-cap tech and life sciences capital markets expertise
Citicorp Securities; Oppenheimer & Co.Corporate finance/investment banking rolesNot disclosedGlobal finance experience (San José, NYC)

External Roles

OrganizationRoleTenureNotes
San Diego Venture GroupBoard memberNot disclosedEcosystem engagement
UCSD Librarian’s Advisory BoardPast ChairNot disclosedCommunity governance
Planned Parenthood of the Pacific SouthwestPast ChairNot disclosedNon-profit board leadership
The Elementary Institute of Science (San Diego)Current Board memberNot disclosedSTEM education governance

Board Governance

  • Independence: Determined independent under Nasdaq and SEC rules .
  • Committee assignments:
    • Audit Committee – Chair; qualifies as “financial expert” under Item 407(d)(5)(ii) .
    • Compensation Committee – Member .
    • Nominating & Governance Committee – Member .
  • Tenure on Board: Director since 2019 .
  • Attendance: In FY2024 the Board met 9 times; Audit 4; Compensation 3; Nominating 3; each director attended at least 75% of aggregate Board and committee meetings on which they served .
  • Executive sessions: Independent directors met 4 times in FY2024 .
  • Board leadership: Independent Chair (Dale Robinette) since March 10, 2025; Audit oversight strengthened with split CEO/Chair roles .

Fixed Compensation

MetricFY 2023FY 2024
Fees Earned or Paid in Cash ($)57,500 62,500
Stock Awards (Fair Value) ($)50,000 80,000
Total ($)107,500 142,500
  • Cash compensation structure (FY2025 package approved April 18, 2024):
    • Base director retainer: $50,000; Audit Chair fee: $7,500; Committee member fees: $3,750 (Audit non-chair), $2,500 (Comp; Nominating); Lisa’s role set implies $50,000 + $7,500 + $2,500 + $2,500 = $62,500 cash each year under current structure .

Performance Compensation

GrantRSUs Granted (Units)VestingFair Value Driver
April 2022 annual grant17,793Fully vested April 28, 2023 $50,000 divided by 10-day VWAP methodology
April 2023 annual grant16,883Fully vested April 20, 2024 $50,000 divided by 10-day VWAP methodology
April 2024 annual grant17,057Scheduled to fully vest April 18, 2025 Board-approved annual director RSU grant; FY2024 stock award fair value recorded at $80,000
  • No performance-conditioned director equity (PSUs) disclosed; annual director RSUs are time-based with vesting schedules approved by the Board .

Other Directorships & Interlocks

  • Public company directorships: None disclosed beyond FLUX .
  • Related-party or interlock exposure: Not disclosed; Audit Committee reviews related transactions; the July 2025 private placement identified participation by CEO, CFO, VP Ops, and Director Michael Johnson—not Walters-Hoffert .

Expertise & Qualifications

  • Financial expert designation; deep audit, valuation, equity finance, mergers, and corporate strategy expertise cited by FLUX .
  • Education: B.S. in Management Sciences, magna cum laude, Duke University .
  • Sector experience: Technology and life sciences; extensive small-cap capital markets .

Equity Ownership

MetricAs of Apr 8, 2025As of Jul 14, 2025
Total Beneficial Ownership (shares)48,055 48,055
Ownership % of outstanding<1% (“*”) <1% (“*”)
Common stock owned27,050 44,107
Options exercisable within 60 days3,948 3,948
RSUs vesting within 60 days17,057 (scheduled to vest by Apr 18, 2025) Not disclosed/none noted
  • Vested options held: 3,948 as of FY2023 and FY2024 .
  • No pledging/hedging disclosed for directors in proxy; Section 16 filings described as timely for FY2024 .

Governance Assessment

  • Strengths

    • Independent Audit Chair designated as financial expert; broad CFO and capital markets background enhances audit oversight quality .
    • Active engagement: FY2024 attendance ≥75% and participation across all three key committees (Audit, Compensation, Nominating) .
    • Ownership alignment: Ongoing RSU grants and direct common ownership; FY2024 equity grant ($80,000) exceeded cash fees ($62,500), signaling equity-heavy director pay mix .
    • Clawback policy adopted (effective Oct 2, 2023) covering executive incentive comp; Compensation Committee administered recovery analysis in connection with restatements (directors not subject to recovery) .
  • Watch items / potential red flags

    • Financial reporting environment: Auditor transition (Baker Tilly declined re-election) and appointment of Haskell & White for FY2025; material weaknesses noted previously; as Audit Chair, Walters-Hoffert signed the FY2024 Audit Committee report—investors may monitor remediation progress and auditor relationships closely .
    • Capital structure actions and Nasdaq compliance pressures: Board-led authorizations for increased common and preferred shares, and preferred designations with senior rights; while necessary for listing compliance and financing, they add governance complexity; no specific conflict disclosed for Walters-Hoffert in these proposals .
  • Conflicts/related party

    • No related-party transactions involving Walters-Hoffert disclosed; Audit Committee chartered to review any such matters; July 2025 private placement did not list her as a participant .

Overall, Walters-Hoffert’s profile reflects strong audit and finance oversight credentials and equity alignment through RSUs; the primary governance risk context stems from the company’s broader financial reporting and financing actions rather than director-specific conflicts. Continued oversight of remediation and capital structure execution will be the key investor focus areas, with her Audit Chair role central to investor confidence .