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Blaine Faulkner

Director at Legacy Education
Board

About Blaine Faulkner

Independent director (age 62) of Legacy Education Inc. since December 2023; designated by the Board as independent under NYSE American rules. Career spans 30+ years across healthcare services and finance, including CEO/President roles and CFO positions; CPA (inactive) with seven years at Ernst & Young. Education: B.S. Business Administration (Accounting emphasis), San Diego State University; MBA, University of San Diego. Serves as Audit Committee Chair and is the Board’s “audit committee financial expert.”

Past Roles

OrganizationRoleTenureCommittees/Impact
First Health Group CorpChief Executive Officer & President2012–2017Led managed care services provider to healthcare payors
Lightfully Behavioral HealthChief Financial Officer2018–2024Multi-site behavioral health treatment provider
AlsanaChief Financial Officer2018–2024Multi-site behavioral health treatment provider
Ernst & YoungAudit/Advisory (CPA, inactive)~7 yearsFoundational accounting and audit rigor

External Roles

OrganizationRoleTenureCommittees/Impact
Lamden School of Accountancy, SDSUAdvisory Board MemberOngoingAcademic advisory and curriculum insight

Board Governance

  • Independence, board balance, and structure: Board determined Faulkner is independent; Board is 50% independent. CEO serves as Board Chair; Board believes a Lead Independent Director is not necessary at this time. Independent directors meet separately without management on a regular basis.
  • Committee assignments:
    • Audit Committee: Chair; financial literacy satisfied by all members; Faulkner designated “audit committee financial expert.”
    • Compensation Committee: Member.
    • Nominating & Corporate Governance Committee: Member.
  • Meetings and attendance: FY2025 Board held 5 meetings; Audit Committee held 1 meeting; Compensation Committee held no meetings; Nominating & Corporate Governance acted by written consent once. No director attended fewer than 75% of combined Board and committee meetings.
CommitteeRoleMembership
AuditChairBlaine Faulkner; Janis Paulson; Zwade J. Marshall
CompensationMemberZwade J. Marshall (Chair); Janis Paulson; Blaine Faulkner
Nominating & Corporate GovernanceMemberJanis Paulson (Chair); Zwade J. Marshall; Blaine Faulkner; Gerald Amato

Fixed Compensation

Fiscal YearFees Earned or Paid in Cash ($)Notes
202535,500 Company policy: $40,000 annual Board retainer; Committee chair +$10,000; Committee member +$5,000 per committee. Actual paid can vary by service period/timing.

Performance Compensation

Fiscal YearOption Awards (Grant-date Fair Value, $)Grant Timing/PolicyPerformance Metrics
2025176,596 Company restricts option grants around filings/MNPI; last director option grant noted January 2025 (company statement); executives’ last option grant September 2025. No performance-based metrics disclosed for director compensation; compensation comprises cash retainer and equity options.

Equity grant practices: Company states it does not time disclosure to affect executive compensation value and restricts option grants close to material filings; restrictions do not apply to RSUs.

Other Directorships & Interlocks

CompanyRoleStatusPotential Interlock/Conflict
None disclosedNo public company directorships or interlocks disclosed for Faulkner.

Expertise & Qualifications

  • CPA (inactive) with seven years at Ernst & Young; designated audit committee financial expert by the Board.
  • Senior leadership in healthcare services (CEO/President) and multi-site behavioral health finance (CFO), providing risk oversight, operational, and accounting rigor.
  • Academic engagement via SDSU Accountancy Advisory Board.
  • Degrees: B.S. (Accounting emphasis) SDSU; MBA, University of San Diego.

Equity Ownership

HolderTotal Beneficial Ownership (Shares)Ownership % of OutstandingBreakdown
Blaine Faulkner113,379 <1% (*) 81,000 shares (Faulkner Family Trust DTD 2/11/1999) ; 32,379 options exercisable within 60 days

Shares outstanding at record date: 12,564,370.
No disclosures of share pledging or hedging activity specific to Faulkner; company does not currently prohibit hedging by directors.

Governance Assessment

  • Strengths

    • Independence and role: Independent director; Audit Committee Chair; designated audit committee financial expert—supports robust financial oversight.
    • Engagement: No director fell below 75% attendance in FY2025; independent directors meet in executive sessions.
    • Ownership: Beneficial ownership (incl. options) demonstrates some alignment, though under 1% of shares.
  • Risks and Red Flags

    • Anti-hedging: Company does not prohibit hedging by directors—misalignment risk with shareholders.
    • Board leadership: Combined CEO/Chair and no Lead Independent Director—potential governance concentration risk; Board cites company size to justify structure.
    • Director compensation mix: Meaningful option awards ($176,596 FV) vs. cash fees ($35,500); absence of disclosed performance metrics for director pay may weaken pay-for-performance linkage at the director level.
  • Related-party exposure

    • No related-party transactions disclosed for Faulkner; other directors (Amato, Tiderman) received consulting fees, but none noted for Faulkner.
  • Committee process

    • Compensation Committee oversees Clawback Policy administration (scope not detailed), indicating some recourse mechanisms exist though triggers/enforcement history are not disclosed.

Overall: Faulkner’s finance/accounting depth, audit chairmanship, and independence support board effectiveness; the lack of an anti-hedging policy and combined CEO/Chair structure are notable governance drawbacks from an investor-alignment perspective.