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Patricia M. Flynn

About Patricia M. Flynn

Professor Emeritus of Economics and Management at Bentley University (Professor 1976–2023; Dean, McCallum Graduate School of Business 1992–2002), Dr. Flynn has served as an Independent Director of the Fund since October 2009; current Board term runs 2023–2026 . Her research and teaching focus on technology-based economic development, corporate governance and women in business; prior board experience includes Boston Fed Bancorp Inc., U.S. Trust, and The Federal Savings Bank . Born in 1950, she oversees 172 funds in the Columbia Funds Complex as part of her director responsibilities .

Past Roles

OrganizationRoleTenureCommittees/Impact
Bentley UniversityProfessor of Economics & Management1976–2023 Research/teaching in governance, tech-based development, women in business
Bentley UniversityDean, McCallum Graduate School of Business1992–2002 Led graduate business programs

External Roles

OrganizationRoleTenureNotes
Massachusetts Taxpayers FoundationTrustee (Former)1997–2022 Non-profit governance
The Massachusetts Business RoundtableDirector (Former)2003–2019 Business policy network
MA Technology Collaborative – Innovation Index Advisory CommitteeChairperson (Former)1997–2020 Technology/innovation policy oversight
Boston Fed Bancorp Inc.Director (Prior service)Not specified Corporate board experience (not within past five years)
U.S. TrustDirector (Prior service)Not specified Corporate board experience (not within past five years)
The Federal Savings BankDirector (Prior service)Not specified Corporate board experience (not within past five years)

Board Governance

  • Status: Independent Director; all standing committees are comprised solely of Independent Directors; Flynn serves on three of them (Audit, Contracts, Investment Review) .
  • Committee assignments and engagement: Member, Audit Committee (also listed in the Audit Committee Report membership) ; Member, Contracts Committee ; Member, Investment Review Committee .
  • Term/tenure: Director since October 2009; current term 2023–2026 .
  • Attendance: The Fund confirms each incumbent Director attended at least 75% of Board and applicable committee meetings held during 2024 .
  • Meeting cadence (2024): Board met 5 times; Audit 6; Contracts 5 (plus subcommittee meetings not counted); Investment Review 4 (plus subcommittee meetings not counted); Board Governance 6; Compliance 4 .
  • Audit Committee independence and responsibilities: Committee members are independent under NYSE standards; charter amended March 2024; functions include oversight of financial reporting, internal control over financial reporting, auditor independence and appointment; report approved Feb 18, 2025 .

Committee Activity (2024)

CommitteeRoleMeetings Held
AuditMember 6
ContractsMember 5 (excludes subcommittee meetings)
Investment ReviewMember 4 (excludes subcommittee meetings)
Board (overall)Director 5

Fixed Compensation

Component (2024 actual)AmountNotes
Aggregate Compensation from the Fund (STK)$3,619 Cash fees (attendance/retainer/committee); no pension accruals
Pension or Retirement Benefits Accrued as Part of Fund Expenses$0 None
Total Compensation from the Fund and Columbia Funds Complex$423,000 Total across 163 portfolios overseen (year-end 2024)
Compensation Structure (Effective Jan 1, 2025)AmountApplicability
Annual retainer (Independent Directors, excl. Chair)$275,000 Paid by funds in complex other than the two Closed-End Funds
Closed-End Funds annual fee (Fund + one other)$10,000 total Based in part on relative assets
Committee Chair retainer$25,000 Additional; if serving as Chair
Sub-committee Chair retainer$15,000 Additional; if serving as Sub-committee Chair
In-person Board meeting fee$6,000 per day For each in-person Board meeting day
In-person committee or sub-committee meeting fee$3,000 per day If not same day as a Board meeting
Special virtual meeting fee$3,000 per meeting Applies to special virtual meetings

Additional: Independent Directors may defer up to 100% of compensation under a Deferred Compensation Plan, notionally invested in selected complex funds; distributions can be lump sum or over time; plan is unfunded for tax purposes .

Performance Compensation

Performance-Based ElementDisclosed?Details
Equity awards (RSUs/PSUs), options, performance metricsNo Director comp is cash-based retainers/fees; proxy does not disclose equity or performance-conditioned awards for directors
Deferred Compensation PlanYes (elective deferral) Up to 100% of cash fees may be deferred into notional fund investments; Flynn did not have a deferral footnote in 2024 (others did)

Other Directorships & Interlocks

Company/OrganizationTypeStatus/YearsNotes
Public company directorships (past 5 years)PublicNone disclosed No current public company boards listed for Flynn in past five years
Boston Fed Bancorp Inc.; U.S. Trust; The Federal Savings BankCorporatePrior service (years not specified) Cited in biography; not within the last five years
Massachusetts Taxpayers FoundationNon-profitFormer Trustee, 1997–2022 Governance/oversight experience
The Massachusetts Business RoundtableNon-profitFormer Director, 2003–2019 Business/public policy
MA Technology Collaborative – Innovation Index Advisory CommitteePublic/Quasi-publicFormer Chairperson, 1997–2020 Innovation metrics/policy leadership

Interlocks/conflicts: No related-party transactions or interlocks involving Flynn are disclosed in the proxy; Board/committees oversee conflicts processes .

Expertise & Qualifications

  • Academic leadership and governance expertise: Professor Emeritus; prior Dean of a graduate business school .
  • Research focus: technology-based economic development, corporate governance, and women in business; extensive publications .
  • Broad fund oversight: director overseeing 172 funds in the Columbia Funds Complex, indicating significant investment oversight exposure .

Equity Ownership

As of Dec 31, 2024Flynn OwnershipNotes
Dollar Range of Equity Securities Owned in the Fund (STK)$1–$10,000 Ranges disclosed rather than share counts
Aggregate Dollar Range Owned Across Columbia Funds ComplexOver $100,000 Includes value of any amounts deferred under the Deferred Compensation Plan, if applicable
Shares pledged as collateralNot disclosed No pledging disclosed for directors
Directors and officers as a group – % of Fund’s Common Stock<1% Group beneficial ownership

Governance Assessment

  • Independence and committee load: Flynn is an Independent Director serving on Audit, Contracts, and Investment Review—committees comprised solely of Independent Directors—supporting robust independent oversight .
  • Financial reporting oversight: As an Audit Committee member (named in the 2025 Audit Committee Report), she participates in auditor selection/oversight and financial reporting risk oversight; the committee affirmed auditor independence and recommended inclusion of audited financials in the annual report .
  • Attendance and engagement: The Fund confirms each incumbent Director met the ≥75% attendance threshold in 2024; Board and key committee meeting cadence indicates regular engagement (Board 5; Audit 6; Contracts 5; Investment Review 4) .
  • Compensation alignment: Director compensation is transparent and cash-based (no equity/option grants), with the ability to defer into fund investments; Flynn’s 2024 total across the complex was $423,000 (Fund portion $3,619), consistent with multi-fund complexes and updated 2025 structure .
  • Ownership alignment: Direct STK exposure is modest ($1–$10k), though aggregate complex exposure exceeds $100k; directors/officers as a group own <1% of STK—typical for closed-end funds but presents limited “skin-in-the-game” at the Fund level .
  • Conflicts/RED FLAGS: No related-party transactions or conflicts involving Flynn are disclosed; no hedging/pledging, legal proceedings, or pay anomalies reported. No red flags identified in the proxy specific to Flynn .

Overall: Longstanding independent oversight with substantive committee participation (including Audit), satisfactory attendance, and clear, cash-only compensation structure. The main investor consideration is relatively low direct ownership in STK (range-disclosed), partially mitigated by the deferred compensation mechanism and aggregate complex exposure .

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