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Kathleen Crusco

Director at SNX
Board

About Kathleen Crusco

Independent director since September 2023; age 59. Former CFO/COO in enterprise software with deep audit and finance expertise; currently chairs SNX’s Audit Committee and is designated an Audit Committee Financial Expert .

Past Roles

OrganizationRoleTenureCommittees/Impact
Kony, Inc.Chief Financial OfficerDec 2017 – Jan 2020Led finance for cloud-based digital app/low-code platform provider
Epicor Software Corp.EVP, COO, and CFOMay 2007 – Nov 2017Senior operating and financial leadership at global ERP software company
PolycomVP FinanceJan 2002 – May 2007Finance leadership at global communications company

External Roles

OrganizationRoleTenureCommittees/Impact
Calix, Inc. (NYSE: CALX)DirectorNot disclosedChair of Audit Committee; member of Strategic Committee
Various privately held software companiesDirectorNot disclosedBoard service (names not disclosed)

Board Governance

  • Independence: Determined independent by the Board under NYSE standards .
  • Committee assignments: Audit Committee Chair; Audit Committee Financial Expert .
  • Audit Committee activity: 11 meetings in FY2024; scope includes oversight of financial reporting, internal control, ethics/compliance, and major risk exposures; regular executive sessions with CFO, CAO, Internal Audit, independent auditor .
  • Board attendance: Board held 7 meetings; all directors (except two who had excused absences) attended at least 75% of Board and committee meetings; executive sessions of non-management directors are held regularly .
  • Overboarding policy: Directors limited to no more than four other public company boards without Board approval; Nominating Committee assessed time commitments and found no nominee requiring removal for overboarding .

Fixed Compensation

ComponentFY2024 AmountNotes
Fees Earned or Paid in Cash$126,250Includes base director retainer ($100,000) and Audit Chair retainer ($35,000) prorated as applicable
Stock Awards (grant-date fair value)$184,912Annual restricted stock grant; vests quarterly by fiscal quarters
All Other Compensation$1,962Dividend value on unvested RSAs
Total$313,124Sum of components
  • Director program structure (FY2024): Annual cash retainer $100,000; annual equity retainer ~$185,000; Audit Chair $35,000; paid quarterly .
  • Effective upon 2025 Annual Meeting: cash retainer increases to $110,000; annual equity retainer increases to $210,000 .

Performance Compensation

  • No performance-based director compensation disclosed; director equity grants are time-based RSAs/RSUs vesting quarterly; no new stock options granted to non-executive directors in FY2024 .

Other Directorships & Interlocks

CompanyRelationship to SNXPotential Interlock/Conflict
Calix, Inc.External board seat (Audit Chair)No related-party transactions with Calix disclosed in SNX proxy; related-party section focuses on MiTAC and Apollo entities

Expertise & Qualifications

  • Financial leadership: Former CFO/COO at Epicor; CFO at Kony; VP Finance at Polycom—supports role as Audit Chair and financial expert .
  • Industry recognition: Named to Women Inc.’s 2019 Most Influential Corporate Board Directors .
  • Technology/software domain experience: Cloud/SaaS, ERP, unified communications, cybersecurity software .

Equity Ownership

MetricAmountNotes
Total beneficial ownership2,490 sharesLess than 1% of outstanding shares
Unvested stock awards391 sharesRSAs outstanding as of Nov 30, 2024
Ownership guidelines5x annual base retainer in stock/options; 5-year window for directors elected after 2020Measured at each Annual Meeting; compliance status not disclosed
  • Hedging/pledging: Company prohibits hedging and pledging by directors and executive officers .

Governance Assessment

  • Strengths: Independent director with deep CFO/finance background; chairs an active Audit Committee with broad risk oversight and regular engagements with finance, internal audit, and independent auditor—supports board effectiveness and investor confidence . Equity-heavy director pay aligns interests with shareholders; transparent retainer structure and scheduled increases keep market competitiveness .
  • Alignment: Holds equity via RSAs and beneficially owned shares; subject to ownership guidelines (5x retainer) with a defined compliance window—framework promotes alignment, though actual compliance status not disclosed .
  • Conflicts/related party exposure: Proxy’s related-party section does not identify transactions involving Crusco; oversight processes require Audit Committee review/approval of any related-person transactions—mitigates conflict risk .
  • Risk indicators: No hedging/pledging permitted; no director stock option grants in FY2024; strong prior Say-on-Pay support (96%) reflects shareholder confidence in compensation governance, albeit focused on executives . No disclosed attendance or overboarding red flags; board limit policy in place and enforced .
  • Watch items: Share ownership appears modest by share count relative to guideline, but value and compliance assessment are made at Annual Meeting and include unvested equity—status not disclosed . Dual audit leadership (SNX and Calix) increases time demands but remains within SNX policy; Nominating Committee reviewed overboarding and raised no concerns .

Best AI for Equity Research

Performance on expert-authored financial analysis tasks

Fintool-v490%
Claude Sonnet 4.555.3%
o348.3%
GPT 546.9%
Grok 440.3%
Qwen 3 Max32.7%

Best AI for Equity Research

Performance on expert-authored financial analysis tasks

Fintool-v490%
Claude Sonnet 4.555.3%
o348.3%
GPT 546.9%
Grok 440.3%
Qwen 3 Max32.7%