Call Us Now:
 (312) 399-1901

MISSION:  Provide cutting-edge business intelligence, state-of-the-art solutions, and valuable social-networking opportunities that facilitate our “C-Suite” / Sr. Exec. Members' and their companies' success:  make profits, create jobs, and nourish growth, in a socially responsible manner.   WE SERVE ALL "C-Suite" / Sr. Executives.  -  SINCE 1991  -  



Wed., Jan. 17, 2018,  5:30 - 7:30 pm, COMP., at Latham & Watkins, 330 N. Wabash, Suite 2800, Chicago - In partnership with The Harvard Club of Chicago

with the Harvard Business School Club of Chicago = COMP., for Members of The CEO Roundtable-Chicago who register as per instructions below. 

You will be required to show an official picture I.D. when checking into this building / event.

"The North Korea Problem" with expert / speaker, Walter L. Keats, Harvard AB '67 

YOU MUST REGISTER BY NOON, TUESDAY, JANUARY 16, 2018 by EMAIL with your contact info only to:  

With U.S.-DPRK (North Korea) relation in the news almost every day now, with talk of "fire and fury," "nuclear war," "military solutions," etc.  What are some of the facts in all this noise?  To help answer many of these questions, Walter L. Keats, AB '67, will share his insights gained from 29 visits to North Korea since 1995 as well as his ongoing involvement in the National Committee on North Korea (NCNK) based in Washington, D.C. 

Some of the topics Walter will discuss include: 
a short history of how we got in this mess
why they hate us
examples of similar situations in the past that would be informative
what various organizations and governments are doing to deal with the situation
will there be a war on the Korean peninsula 

Walter requests:  please include your specific questions with your registration to:, by NOON on Tues., Jan. 16, 2018.
Additional Benefit:  David Howard, AB '77 will start the program with a performance of the Korean folk tune "Arirang" on the violin.

For full speaker bio, more program details, directions, map, etc.:


Fri., Jan.19, 2018, COMP., 4:00 - 5:15 pm, COMP., at The Chicago Council on Global Affairs Conf. Ctr., 130 E. Randolph Dr., Chicago 60601 (Partner event) 

"The Trump Presidency:  One Year Later" - with distinguished panelists, David Axelrod, Tim Naftali, Kori Schake

David Axelrod, Institute Director, The University of Chicago Institute of Politics; Former Senior Advisor, President Barack Obama
Timothy Naftali, Clinical Associate Professor, New York University; Presidential Historian, CNN
Kori Schake, Distinguished Research Fellow, Hoover Institution, Stanford University; Former Senior Policy Advisor, McCain-Palin Campaign

This program is complimentary for Members of The CEO Roundtable-Chicago, who register as per instructions by the deadline.

REGISTER NOW:  Send your full name, title, co. name, address, email, and cell phone to: - Registration closes NOON, Jan. 18.  We have up to 15 seats.

The first year of President Donald J. Trump’s administration has been unlike that of any other American president. Trump’s prolific use of Twitter, willingness to reevaluate long-held policies and alliances, and populist nationalism have made a significant impact on his presidency and his party. Meanwhile, the administration’s efforts in the coming year to contain the threat posed by North Korea, deal with a resurgent Russia, and broker peace in the Middle East will help shape its ultimate legacy. How will the first year of the Trump presidency be judged by historians in years to come? Is the American presidency as an institution being changed in ways that will have an impact on future officeholders and the country as a whole?


Wed., Jan. 24, 2018, Registration: 8 – 8:15 am, Program: 8:15 am – 10 am, at Illinois CPA Society (ICPAS), 550 W. Jackson Blvd., Suite 900, Chicago, IL; $20.00 per

member & $25.00 per non-member - Make check payable to ICPAS (collected at the door), Organized by ICPAS–Chicago Metro Chapter, CPE: 2 hours for CPAs. 

This is NOT a CEO Roundtable-Chicago event, just one we thought you should know about.  You do NOT have to be a member or a CPA – All welcome.

"What Non-Technology People Need to Know about Cybersecurity Risk Management"    

Please join us for an informative discussion on Cybercrime.  Cybercrime is an exponentially growing threat to all organizations and people. Management of this risk is left to board of directors, executives, managers, and others to perform, and not just the technology department. This means these persons need to learn about cybersecurity and the associated risks to their organization. Laws, such as the New York (DFS-39-16-00008-A) effective March 1, 2017, apply to all organizations in banking, insurance, and financial services regulated by the State of New York Department of Financial Services.  This model law to the nation holds the board of directors as the ultimate and final legally responsible persons for adherence to all the terms in the new law.  In addition, other regulations that detail what and how tasks in a cybersecurity risk management plan are to be completed. This session presents current challenges and overview of the New York law. The SPOTT® Gap Analysis will be explained as a pragmatic tool to identify all tasks in all areas.


REGISTER: Email your contact info to: 
Questions: call JoAnn Becker at:  847-682-5665

Speaker: JoAnn Becker, MS, MBA  JoAnn Becker has 30+ years developing high performing teams in business and all areas of technology. JoAnn has performed in many different organizations preparing project/change work and delivery of ongoing services.  JoAnn is an international speaker having addressed professional associations in various industries. She’s published in the Project Management Institute Financial Services Special Interest Group, co-authored an article in the Health Information Management Systems peer review journal.  She has an MBA from the University of Chicago, an MS from the University of Denver Stern College of Law, a BS in Mathematics and Sociology from the University of Wisconsin; and International Project Management Certificate (PMP) from 2003-2016. 


Fri., Jan. 26, 2018, 8:30 - 10:00 am, COMP., via webinar or in-person at Schneider Electric (Schaumburg), COMPLIMENTARY for CEO Roundtable-Chicago Members of record by Thurs., Jan. 25, 2018, at 8:30 am; Session will be presented live at Schneider Electric, 200 N. Martingale Rd, Schaumburg, IL 60173, and simulcast via webinar.  (Partner Event)
"Developing New Levels of Leadership Agility"

$5 Materials Fee WAIVED for CEO Roundtable-Chicago Members, compliments of fellow Member, Elene Cafasso, CEO and Head Coach, Enerpace Executive Coaching.
REGISTER:  You MUST register 24 hours in advance, using this link to attend as Enerpace’s COMPLIMENTARY Guest:

Attend Virtually Via Webinar:  REGISTER and you will receive webinar connection info a few days prior to the event.  
Can’t make it that day?  Portions of the webinar broadcast will be recorded and made available to those registered.  Presented by Northwest Professional Development Network 

In today's business environment, agility is one of the most important capacities for today's leaders to develop. But what exactly is leadership agility? What does increased agility look like when managers lead change, lead teams, and navigate pivotal conversations? And what can leaders do to develop greater agility?
In this interactive session, leadership consultant Bill Joiner will share key findings from his in-depth research on leadership agility. He will use audio clips to illustrate different "levels" of agility and go into the four types of agility that are essential for effective leadership. He will be joined by Chicago PDN member, Elene Cafasso, who will show us how she uses tools and methods from Bill's body of work with her coaching clients.

Speakers:  Bill Joiner and Elene Cafasso, President of Enerpace, Inc. (Member of The CEO Roundtable-Chicago)
Bill Joiner is co-author of the award-winning book, Leadership Agility, and a sought-after international thought leader on the subject of 21st century leadership. Bill is CEO of Changewise, a firm that partners with leaders to create high-performing leadership teams, implement organizational change, and transform leadership culture. Bill also co-designed the Leadership Agility 360, and his firm certifies coaches in its use. Bill has an MBA and earned his doctorate in Organization Development at Harvard University.
Elene Cafasso is a professionally trained executive coach, an executive mentor, and President of Enerpace, Inc. Elene helps rapidly growing organizations elevate their leaders at all levels, changing how they get results to produce measurable improvements in business performance. Her leadership insights appear frequently in the press, as Elene has been featured on NBC 5 Chicago news, Money Magazine, Career, The New York Daily News and Crain's Chicago Business, among others.

Who Should Attend:  Leaders desiring enhanced effectiveness in the face of rapidly increasing volatility, uncertainty & ambiguity.


Tues., February 13, 2018, Monthly Dinner Mtg. #280, 5:15 - 7:30 pm, at:  Wipfli's Conf. Ctr., 2nd Flr., 125 S. Wacker Dr., Chicago, IL 60606; 312.341.0100;, A multi-discipline professional services firm:  230+ partners, 1,900+ associates, 49 US offices, 2 India offices, ONE Firm.

"How You Personally and Your Company Can Take Advantage of the New Tax Code" 

Topics:  Tax Cuts and Jobs Act:  Individual Changes, Estate, Gift, & EST, Business Taxation, and YOUR QUESTIONS.
Speakers:  Rich Salter, Partner, Northbrook office, and, Joshua Graham, Tax Manager, Chicago Wacker Dr. office.  
Host:  Larry Horwich, Partner, CPA, CVA, ABV, Wipfli LLP, Office: 312.341.0100; 125 South Wacker Drive, Suite 1500, Chicago, IL 60606; | 

5:15 - 6:15 pm = Arrivals, Networking, Catered Dinner & Drinks
6:15 - 7:30 pm = Presentation, Discussion, Q&A
7:30 - ????? pm = Optional additional social - networking



Wed. & Thurs., Feb. 21 & 22, 2018, at The Ritz Carlton, COMP., $495 Conference Fee WAIVED for CEO Roundtable-Chicago Members of record by Valentine's Day, Feb. 14, 2018, compliments of fellow Member, Rick Mason, Partner, McGuire Woods.  Conference at The Ritz Carlton, Chicago, 160 E. Pearson St., Chicago, IL 60611:  (Partner Event)

 "15th Annual Healthcare and Life Sciences Private Equity and Finance Conference" 

Conference site:
The healthcare and life science markets are in a period of dramatic change.  Despite this change, successful private equity funds can still execute deals and achieve capital growth by implementing the right strategies in the right markets.  Join us at this premier two-day healthcare-focused investments conference as we continue to explore new ways to successfully close transactions and achieve growth.  This year’s conference will again include presentations by companies seeking investment or financing.

REGISTER:  Members must send their name, title, co. name, email, cell ph. no., and that you are a CEO Roundtable-Chicago Member, to:  Claudia Gunderson,

Conference Topics:  
- Current Views From Senior Lenders 
- The Next Wave of Consolidation in PPM Models I: Podiatry, Allergy and Fertility  
- Behavorial Health I: Autism, IDD and Related Investments  
- Emerging Models in Urgent Care Investments  
- Opportunities for Investing in Distressed Provider Service Businesses

Complete list of topics: 
Who Should Attend:  C-level executives, Private equity funds, senior and mezzanine lenders, investment bankers, consultants and principals in the healthcare and life sciences industries
For more info:  Rick Mason, +1 312-750-3527:, or, Karna Pruiett, +1 312 849 8137;

Sponsors:  McGuireWoods LLP, With approximately 1,000 lawyers and 20 strategically located offices worldwide, McGuireWoods uses client-focused teams to serve public, private, government and nonprofit clients from many industries including automotive, energy resources, health care, technology and transportation; RSM US LLP; Cain Brothers; CCO Healthcare Partners; Duff & Phelps; Farragut Square Group; Marwood Group.


Wed., Feb. 21, 2018, 12 PM - 2 PM, Executive Briefing and Networking Lunch, at Soho House, 113 N. Green St., Chicago, IL 60607; The Belt Room.

“9 Digital Trends Dominating the Enterprise in 2018”  -  This "Partner Lunch Event" is COMP. and Invite-Only

From Ivan Pavlov to Ronald Reagan, and Sacred Cows to Fast Followers, we’re covering the top trends impacting every organization in 2018.  Drawing on inspiration from some of history’s most groundbreaking ideas and its greatest thinkers, we’re bringing together a room full of cross-industry senior executives, like yourself, to get a jumpstart on your 2018 digital initiatives.  Join Paul Heckel, VP of Customer Experience, for this executive briefing over lunch at Soho House. Together with our panelists, he’ll dig deep into the 9 macro trends impacting every organization across: buyer engagement, digital innovation, and enterprise transformation.

REGISTER and details:

From AI to Design Systems, we’ll arm you with the amo you need to become the smartest executive in the room.
Topics include:
2018 is the year in which the backend becomes a bottleneck to delivering great CX
AI experiments that begin in a lab, will die in the lab
Consumers are being further conditioned to expect more conversational, automated, and self-service experiences
Enterprise-wide innovation matures through the concept of “mobilizing the masses”

Our all-star panel will not only weigh in on these trends, but open up the conversation with the audience to discuss the implications for the enterprise in the year ahead.
12 PM - Arrive at Soho House
12:00 - 12:15 PM = Networking and Introductions
12:15 - 1:45 PM = Lunch, Panel and Audience Q&A
1:45 - 2:00 PM = Wrap up and Networking
This event is invite-only for a limited number of executives and space is limited.

Interested in a particular topic or trend from our report?  Submit your questions in the registration field to help shape the agenda.
Questions:  Reach out to Solstice's Director of Marketing, Dan Ptak, 

Meet the Event Panel:
Paul Heckel, VP of Customer Experience, Solstice
David Gervase, Head of Retail Emerging Products & Digital Payments, Citi


Fri., Feb. 23, 2018, 12 Noon - 1:30 pm, COMP. PARTNER LUNCHEON with Keynote Speakers / Panelists:  Senator Tammy Duckworth; Lt. General Kenneth Hunzeker, U.S. Army (ret.); Ambassador Christopher Hill, U.S. Ambassador to Iraq (2009-2010); at The Hyatt Regency Chicago, 151 E. Upper Wacker Drive, Chicago, IL 60601; for registered Members of The CEO Roundtable-Chicago. 

Partner is our friends at U.S. Global Leadership Coalition and Will McIntee, Midwest Regional Outreach Director,; 1129 20th Street NW, Washington, DC 20036

"America’s Global Leadership Forum: Threats & Opportunities in the 21st Century"

Join us for a dynamic lunch discussion with Senator Tammy Duckworth on the positive impact of global affairs programs in Illinois.
This is an invitation-only event. Lunch is provided and attendance is free, but registration is required.


If you have any questions, please contact Will McIntee, at or 202-730-4172 


Wed., Feb. 28, 5:30 - 6:30 pm, COMP. for CEO Roundtable-Chicago Members.  Event at First Capital Financial Concepts, 225 W. Washington St., Suite 1550, Chicago.  Invite from our friend, Chuck Villano, Managing Partner of First Capital Financial Concepts

"How to be Prepared for Retirement" 

Wouldn't it be nice to know you are prepared to make the retirement decision any time?  It can be harder than expected to navigate a retirement that offers purpose, value and meaning?  If you feel unprepared and unsure of what lies ahead for you and your retirement future, then this is for you.  Join us for light refreshments & hors d'oeuvres along with interactive discussion and workbook take-aways on how to prepare for your best life in retirement. 

Presented by First Capital in partnership with:  Hunken-Ewing Financial Group and Jackson National.  This event is beyond financial planning and is a must attend to create the life you really want.

REGISTER:  Space is limited so call today to reserve your spot:  847-398-9000.
Questions:  Charles A. Villano, J.D.*, CFP®, CLU®, LUTCF, Managing Partner, First Capital, 847-398-9000 Ext. 101


Mon., Mar. 5, 2018, 5:30 - 7:00 pm, COMP. Open bar & finger food, with email registration to Peggy Eppink, at Gleacher Center, 450 N Cityfront Plaza Dr., Rm 621, Chicago 60611; We are invited by our friends at UChicago Booth – The Initiative on Global Markets – The Myron Scholes Global Markets Forum  

“The Misthinking of Globalization – Past, Present, and Future”

This talk will challenge the way you think about globalization. Everyone knows globalization is a process -- driven forwards by falling trade and communication costs – that is integrating national economies around the world. This view is incomplete.

This provocative talk argues that globalization should be viewed as two processes, not one. The first is the traditional view where more goods crossing borders integrates economies. The second started with the ICT Revolution made is feasible for G7 firms to unbundle their factories and shift some production stages to low-wage nations. To coordinate the whole, G7 firms brought their firm-specific know-how along with the off-shored stages. Flows of know-how, investment, training, services and people that used to happen only inside factories in G7 nations are now a part of international commerce.
The resulting North-to-South flows of know-how transformed global economic realities – giving rise to the Emerging Economies, the commodity super-cycle, and much more.
The talk concludes with conjectures on what this means for future globalization. It argue that digital technology will bring globalisation to the service sector via machine translation, better substitutes for face-to-face, and international freelancing platforms like

REGISTER:  The cost is $5, but FREE for CEO Roundtable-Chicago Members who register by emailing the following info to:  Name, Preferred Email Address, and that you are a Member of The CEO Roundtable-Chicago.  

Questions: Peggy Eppink, 773-834-8029

Speaker Profile:  Richard Baldwin is Professor of International Economics at the Graduate Institute, Geneva since 1991, President/Director of CEPR since 2014, and Editor-in-Chief of Vox since he founded it in June 2007.
He was visiting professor at Oxford (2012-2015), and MIT (2003). In terms of government service, he was a Senior Staff Economist for the President’s Council of Economic Advisors in the Bush Administration (1990-1991) on leave from Columbia University Business School where he was Associate Professor. He did his PhD in Economics at MIT with Paul Krugman with whom he has co-authored several articles. He advises governments and international organisation around the world, and is the author of numerous books and articles on international trade, globalisation, regionalism, and European integration. His latest book, The Great Convergence: Information Technology and the New Globalisation, was published in November 2016 by Harvard University Press.

The Initiative on Global Markets (IGM) is housed at the U of Chicago Booth School of Business.   
The Myron Scholes Global Markets Forum is part of the Initiative on Global Markets (IGM) and is generously sponsored by Myron Scholes.

For info you can contact: 
Executive Director:  Brian Barry, Clinical Professor of Economics,
Co-Directors:  Christian Leuz, Joseph Sondheimer Professor of International Economics, Finance, and Accounting,
Amir Sufi, Bruce Lindsay Professor of Economics and Public Policy,
Staff:  Peggy Eppink, Associate Director, Tel: 773.834.8029; Fax: 773.834.2151;


Tues., March 13, 2018, Monthly Dinner Mtg. #281, 5:15 - 7:30 pm, at:  Multiple, Inc., 845 W. Washington St., 4th flr., Chicago, IL 60607; (312) 846-6944;; Get Directions:; Hosts:  Andy Eltzroth, Principal, M: 630.222.5353;, Kevin Krueger, Principal & Creative Dir.,, and, Speaker: Dave Mason.

"How to Successfully Achieve Change In Your Life and at Your Company"

Change or be changed
Whether you’re a leader in business, government or education, making change happen is the name of the game.  The alternative—having change forced upon you—pretty much sucks, so it’s more important than ever for leaders to find ways to overcome the instinctive resistance people feel when it comes to letting go of what they know and moving toward what they don’t know.  
The Formula for Change, also known as Gleicher’s Formula, is a succinct way of breaking down the process of organizational change into its key elements.  

Virtually every organization - every person wants to change something for the better: a product or service, a reputation, market share, a way of thinking or working, an outlook or a bottom line. Or all of the above.  Luckily, there’s a formula to help the process, a succinct way of breaking down the process of change into its key elements.  

Speaker:  Dave Mason,; Principal and Strategy Director at MULTIPLE Inc.; Co-Founder+Chief Innovation Officer at PowerPlayer Inc.; Co-Founder Cusp Conference LLC.; Co-Founder ForthLevel. 

Born in England. Raised in Canada.  The things he learned as a CJFL quarterback, while working in a women’s prison, a forensic psychiatric hospital and a subatomic physics laboratory and while coaching high school football naturally prepared him to start a design firm immediately after graduating from college in the late 20th century. He subsequently co-founded internationally recognized Chicago/Vancouver-based SamataMason in 1995, which was renamed smbolic in 2010.  He Co-founded Chicago/Vancouver/Atlanta-based Multiple Inc. in 2013.

REGISTER:  Registration for this monthly dinner will open the day after our previous monthly dinner meeting on Tues., February 13, 2018.


Wed., Mar. 14, 2018, 5:15 - 7:00 pm, COMP. with email registration to, at Chicago Council on Global Affairs Conference Center, Prudential Plaza, 130 East Randolph St., Chicago, IL 60601, 312-726-3860; map We are invited by our friends at The Council and Amila Golic, Dir. Corp. Programs; This event is part of the Global Economy Series.

“The Puzzle of Growth and the U.S. Economy” with Harvard Professor, Martin Feldstein
Martin Feldstein, George F. Baker Professor of Economics, Harvard University; President Emeritus, National Bureau of Economic Research

The bulls have been raging and the economy has added jobs year after year, yet productivity growth has remained stubbornly stuck for more than a decade. Years after the financial crisis—and despite a high-tech innovation economy—this productivity paradox continues to bedevil economists, businessmen, and policymakers around the world. Is the productivity paradox due to a mismeasurement of our modern digital economy, or must we face up to persistent productivity doldrums? And what will be the fate of the US economy more broadly over the next few years as the Federal Reserve transitions from Janet Yellen to Jerome Powell and finally normalizes monetary policy? What impact will the recently passed tax cut have on growth?    

Context:  Background reading and multimedia:
·         Why the pessimists are wrong about the new US tax law, Martin Feldstein, Harvard Business Review, January 26, 2018
·         Productivity data: Why the numbers don't add up in the digital age, Gillian Tett, Financial Times, November 3, 2017
·         Boom vs. doom: A debate on the future economy, Chicago Council on Global Affairs, December 5, 2017

REGISTER BY NOON ON TUES, MAR. 13:  FREE for Members who register by emailing the following info to: = Name, email, mobile ph. #.

5:15 p.m.  Registration
5:30 p.m.  Presentation and Q&A
6:30 p.m.  Networking reception
7:00 p.m.  Adjournment

                                  SPEAKER:  Martin Feldstein, The George F. Baker Professor of Economics, Harvard University; President Emeritus, National Bureau of Economic Research (NBER)

                                 He served as president and CEO of the NBER from 1977-82 and 1984-2008 and continues as a research associate of the NBER. From 1982 through 1984, Martin Feldstein was                                            chairman of the Council of Economic Advisers and President Reagan's chief economic adviser. He served as president of the American Economic Association in 2004. In 2006,                                          President Bush appointed him to be a member of the President's Foreign Intelligence Advisory Board. In 2009, President Obama appointed him to be a member of the President's                                    Economic Recovery Advisory Board. He is the recipient of numerous honorary degrees and awards, including the John Bates Clark Medal of the American Economic Association.                                      He holds degrees from Harvard University and Oxford University.


Fri., Mar. 16:  9 am – 2 pm, COMP., at the Microsoft Technology Center, Aon Center, 200 E. Randolph St., 2nd flr., Chicago, 60601; Breakfast and Lunch will be provided.  Thanks to our friends at Microsoft:  Claudia Hernandez, Business Expert, and, Brenton Hill, Customer Support Manager.

“Three Microsoft Technology Workshops” 
9 am – Noon = "Introduction to Blogging" by Marcie Hill
Noon – 1 pm = "Get to know Microsoft 365" by Terrance Gillespie
1 pm – 2 pm = "Fuel Your Business with LinkedIn" by Claudia Hernandez

Join us at the Microsoft Technology Center in the Aon Center, 200 E. Randolph St., 2nd flr., Friday, March 16th, for our complimentary workshops tailored to business men and women at any stage of business growth.  We will have workshops that can make a difference for your business.

If you have trouble registering, please let Claudia know immediately!  Claudia Hernandez, Business Expert, 773-836-3379; 

This event is at The Microsoft Technology Center, Aon Center, 200 E. Randolph, 2nd flr.


Wed., March 28, 2018, 5:00 pm - 8:30 pm, COMP., at Grant Thornton, 171 N. Clark St., Suite 200, Chicago, IL 60601; INVITE from our friends at The Illinois Chamber's International Business Council, Laura Ortega, Exec. Dir.,; and the Consulate General of India, Chicago; and Grant Thornton = Venue:

“MAKE IN INDIA”  Executive Seminar

Make in India is a signature event that aims to showcase the potential of design, innovation and sustainability across India’s focus sectors through a series of highly visible outreach initiatives designed to forge global engagement and industry partnerships. 

Welcome by:  Vincent Tomkinson, Office Managing Partner Grant Thornton LLP
Moderator:  Mr. Stephen Bridges, Managing Director Grant Thornton LLP
Keynote by:  Ms. Neeta Bhushan, Consul General of India in Chicago

Mr. John Kingsly, Trade Promotion Officer, New York Department of Commerce “Marine & Agriculutral Commodities Opportunities”
Mr. Mark Peterson, Pres. & CEO, Intersect Illinois “India & Illinois Current Trade Relation, and Future Scope”
Ms. Ridhika Batra, Country head and Director FICCI, “Make in India Success Stories”
Mr.Rajesh Tripathi, National Leader India Business Group, Grant Thornton LLP,  “Tax aspect of doing business in India”
V. Gopalakrishnan, VP Business Dev. Wockhardt, “Pharma & Biotechnology Industry in India”
Dr. Ramesh Raman, Adani Group
Ms. Pallavi Verma, Senior Managing Director, “Accenture story in India & USA”
Laura Ortega, Exc. Director International Business Council, Illinois Chamber of Commerce



Mon., April 2, 2018, 2:30-3:30 pm, COMP., at Ida Noyes Hall, Max Palevsky Cinema, 1212 E. 59th St., Chicago IL 60637; Invite from our friends at The UChicago Becker Friedman Institute, Karen Anderson, Sr. Dir. of Policy, Communications & External Affairs and Cara Cook, Sr. Events Mgr.

“A Conversation with U.S. Senator Mark Warner on Economic Policy, the Future of Work, and Capitalism in the 21st Century”

The U.S. economy is in the midst of rapid structural and technological change. The past decade has been marked by a continued decline in U.S. manufacturing jobs and a more recent increase in the number of Americans engaged in the “on demand” or “gig economy.”
With the labor market tightening and higher skilled workers in increasing demand, too many workers are still left behind. Many lack the skills or experience to be job-ready, or do not have access to jobs with the potential for advancement, raising a host of issues about the roles of government and the private sector in workforce training.

Join the Becker Friedman Institute for Economics (BFI) in welcoming U.S. Senator Mark Warner for a conversation about these and other challenges facing American workers and the U.S. economy more broadly. BFI Director Michael Greenstone, the Milton Friedman Professor in Economics and the College, will moderate the discussion.
Senator Warner has been a leading voice in Congress for bi-partisan approaches to addressing the nation’s fiscal challenges. He also actively supports practical solutions to help the changing 21st century economy work better for more people, through new opportunities to support workers in the gig economy and quality education and training programs for the jobs of the future.  This event will also be live webcast at


2:30–2:40 pm = Welcome and Introductions, Daniel Diermeier, Provost of the University of Chicago, Lindsey Currier, Economics Major, University of Chicago, Class of 2018
2:40–3:10 pm = Moderated Discussion

The Honorable Mark Warner, U.S. Senator, The Commonwealth of Virginia
Facilitator:  Michael Greenstone, Director, Becker Friedman Institute, The Milton Friedman Professor of Economics and the College, and the Harris School

3:10–3:30 pm = Audience Q&A

Directions and parking options for Ida Noyes Hall:


Fri., April 6, 2018, 8:30am – 4:30pm, COMP., at The Gleacher Center, 450 N. Cityfront Plaza Drive, Room 400, Chicago, IL 60611; Invite from our friends at The UChicago, Becker Friedman Institute, Karen Anderson, Sr. Dir. of Policy, Communications & External Affairs and Cara Cook, Sr. Events Mgr. 

Using Corporate Data to Improve Outcomes:  Opportunities for Private Firms and Academic Researchers to Share Data and Inform Decision-Making

Organizers:  Scott R. Baker, Northwestern University; Steven J. Davis, University of Chicago Booth School of Business and the Hoover Institution; Jean-Pierre Dubé, University of Chicago Booth School of Business; Erik Hurst, University of Chicago Booth School of Business; Brigitte Madrian, Harvard Kennedy School

This conference will bring together academic researchers and private sector leaders with a range of experience in data sharing. They will address the benefits, challenges and opportunities of these agreements, and highlight examples of past and current partnerships. The panel moderators will encourage audience participation throughout the program. Following the formal agenda, experts from UChicago and Northwestern will host an in-depth tutorial for academic researchers regarding best practices in understanding and drafting legal data agreements.
Large data sets are increasingly critical tools for academic researchers to help improve our understanding of issues across economics, finance, public policy, and other social sciences. Academics have traditionally utilized data controlled by government agencies, nongovernmental organizations or academic institutions, but an increasingly large share of potentially useful data is held by the private sector. While a number of companies have been sharing data with academic researchers for many years, these types of data sharing agreements are a new concept for other firms.



Mon., April 9, 2018, 5:30 - 7:30 pm, REQUIRED $25 ADVANCE FEE and REGISTRATION arranged BEFORE NOON on Thurs., April 5, with Sandy Weissent; event at Kirkland & Ellis, 300 N. LaSalle St., Chicago 60654; CEO Roundtable Members are Sandy's personal invited guests!  
Event sponsored by The Harvard Clubs of Chicago;  We expect this event will sell out!  REGISTER EARLY!

A personal dialogue with Bruce Rauner, Incumbent Governor of Illinois
Bruce Rauner, Harvard MBA '81; Bruce Rauner was sworn in as the 42nd governor of Illinois on January 12, 201

Rauner was born and raised in Illinois. He graduated from Dartmouth College and earned an MBA from Harvard Business School. Returning to Illinois in 1981, Rauner began working at the private equity firm Golder, Thoma, Cressey (later GTCR), where he worked for more than 30 years and served as chairman.  Rauner is married to Diana Mendley Rauner and is the father of six children – two boys and four girls.

5:30 - 6:00 pm = Registration / Networking / Wine & Cheese Reception
6:00 - 7:30 pm = Presentation / Q&A with Governor Bruce Rauner

ADVANCE REGISTRATION AND $25 PAYMENT REQUIRED TO ATTEND as a personal guest of Sandy Weissent, Member of The Harvard Club of Chicago.  


Tues., April 10, 2018, Monthly Dinner Mtg. #282, 5:15 - 7:30 pm, at:  Habits at Work, 61 W. Hubbard St., Suite 300, Chicago, IL 60654; (312) 890-3223;

"Future-Proof Your Business:  The Secrets to Employee Habit Creation" 

As the world continues to change, leaders have a choice: deliberately design every aspect of your business to ensure that it is future -proof, or react to the changing world as it comes. This talk will demonstrate to leaders the need to grow, rather than find the talent that is needed to survive and thrive in future. It will make the case for why employee habits are the fundamental unit of competitive advantage and why habit design thinking is the essential leadership skill required to build highly adaptable organizations. During our time, we’ll explore the craft of Context Design, the things that surround employees and determine how they behave at work. We will share a formula for creating habits, and connect the dots between designing high performance habits in employees and the higher purpose of being a deliberate business. Our call to action is habit design thinking, used to establish and grow the capability required to make decisions that will prepare your business for the future.


• How healthy, happy and financially secure employees provide a difficult to copy and sustainable competitive advantage to companies that want to future proof their business. 
• The link between pivotal habits and employee performance at work, and how to build employee capacity to perform these pivotal habits. 
• The framework to take control of the design of your company to ensure high employee engagement and performance.

"Presentations like yours come around perhaps once or twice in a career...The highest compliment a group can offer a speaker is the collective decision to invite that speaker back to speak to their management teams. In our case, we decided immediately after your presentation to invite you to return. Your work has the potential to be transformational.” – Dennis J., Chairman.

                             SPEAKER:  Andrew Sykes CEO & Founder, Habits at Work, @SykesAndrew; /andrewsykes1;; (312) 890-3223; 

                             61 W. Hubbard St., Suite 300 Chicago, IL 60654.
                             "Andrew has a unique gift of storytelling and connecting with his audience in a way that gets to the heart of what is worth doing in wellness.” – Jeffrey A. Yoos, Senior VP, Alliant                                  Employee Benefits

Andrew holds over 20 years of leadership, organizational performance and business development experience. He has consulted to some of the world’s largest companies, including Shell Oil, McDonald’s, Nokia, British Aerospace, Unilever, Blue Cross Blue Shield and many others. Although his consulting experience is the source for many of his insights, Andrew’s real passion is professional speaking. He brings new and challenging perspectives to the topics he discusses, honed by his experience working around the world, and from the practical application of his solutions in his consulting work. Wherever and whenever he speaks, his goal is to leave his audience feeling moved and inspired to join him in his personal mission to make the world a more productive place. As a result, his presentations are passionate, lively and entertaining and will challenge your views on the way the world works.


Mon., April 16, 2018, 11:45 am - 1:15 pm, COMP., Boxed lunches will be served, at Harper Center, Room 104, 5807 S. Woodlawn Ave., Chicago, IL, 60637; Invite from our friends at The Becker Friedman Institute and the Tata Centre for Development for:

"Opportunities and Challenges Facing the World’s Fastest Growing Economy" - A Conversation with Arvind Subramanian, Chief Economic Advisor to the Government of India 

The IMF’s World Economic Outlook estimates that the Indian economy will grow by 7.8 percent in 2019, making it the world’s fastest-growing economy in both 2018 and 2019. With 1.2 billion people and the world’s third-largest economy, India has become a global economic giant. 

While India’s progress has been significant, it still faces considerable challenges in terms of poverty and inequality, energy access, pollution, and infrastructure development. Recent reforms aim to empower the people, especially the poor, with universal access to education and health, and facilitate their full participation in their nation’s economic growth.


Arvind Subramanian, Chief Economic Advisor, Ministry of Finance, Government of India
Michael Greenstone, Milton Friedman Professor of Economics, the College, and the Harris School; Director of BFI


Tues, April 17, 2018  5:30 PM – 7:00 PM, COMP., at Saieh Hall for Economics, Rm TBD, The U of Chicago, 5757 South University Ave., Chicago, IL 60637   View Map:'23.9%22N+87%C2%B035'52.9%22W/@41.7899776,-87.5985622,19z/data=!3m1!4b1!4m5!3m4!1s0x0:0x0!8m2!3d41.7899776!4d-87.598015?hl=en

“Energy Inquiry & Impact Series – The Fracking Debate: The Pros, Cons, and Lessons Learned from the U.S. Energy Boom” - Invite from our friends at The Energy Policy Institute at the University of Chicago - Energy Inquiry & Impact Series - Featuring EPIC Director Michael Greenstone, EPIC's inaugural policy fellows Jeff Holmstead and Sue Tierney, and Axios Energy Reporter Amy Harder

REGISTER and Details:

Questions / Contact:  Bethel Haile,

Hydraulic fracturing is perhaps the most important innovation in the energy system in the last half century. Because of this innovation, U.S. production of oil and natural gas has increased dramatically. This has led to abruptly lower energy prices, stronger energy security and even lower carbon dioxide and air pollution emissions by displacing coal. That is certainly good news for our climate, and our health—with large reductions in air pollution dispersed around the country.

But, while there are relatively few coal mines, conventional oil drilling sites and nuclear plants in the United States, tens of thousands of hydraulic fracturing wells have been drilled over the past few years from Pennsylvania to Colorado, Texas to North Dakota. With it being an everyday experience for many Americans, the practice has raised questions about the local impacts. Communities have reached very different conclusions about the benefits and costs, with some places banning it and others embracing it.

Two recent studies have shed light on the impacts. On the benefits side, one study by EPIC Director Michael Greenstone and his coauthors found that fracking increases economic activity, employment, income and housing prices, with the average household benefitting by about $2,000 a year. However, if people’s understanding of the health impacts were to change, it is likely that this would alter the net benefits of allowing fracking. Since health is such a critical factor, Greenstone decided to dig in further by looking at the health of those born near fracking sites. He and his coauthors found that infants born to mothers living up to about 2 miles from a hydraulic fracturing site suffer from poorer health. The largest impacts were to babies born within about a half mile of a site, with those babies being 25 percent more likely to be born at a low birth weight.

The United States’ continued access to the widely-dispersed benefits from hydraulic fracturing depends on local communities allowing it. How should we as a nation balance this challenge? What options do policymakers have at the federal, state and local levels? Join Greenstone and EPIC’s inaugural policy fellows Jeff Holmstead and Sue Tierney as they explore these questions and more in a conversation moderated by Axios energy and climate reporter Amy Harder.

***Note: This event was originally scheduled for March 5th. The date has changed to April 17th.


Wed., April 18, 2018, 5:30 – 7:00 pm, Comp. for CEO Roundtable-Chicago Members, at The UChicago, Gleacher Center, 450 N. Cityfront Plaza Drive, Room 621, Chicago, IL 60611.  We are invited by our friends at The Initiative on Global Markets (IGM) and The Myron Scholes Global Markets Forum.

“China’s Unique Crisis Management” - presented by Christian Broda, managing director of Duquesne Capital" 

China faced a dramatic macro problem in 2015, the mix of a currency and banking crisis combined with an overextended infrastructure sector. In the last two years they have achieved unprecedented progress thanks to a unique approach. Does this mean that a “Lehman moment” has been averted? What’s next for China? What are the global implications? 

REGISTRATION IS REQUIRED BY TUESDAY, APRIL 17, AT NOON:  The cost is $5, but FREE for CEO Roundtable-Chicago Members who register by emailing the following info to:  Name, Preferred Email Address, and that you are a Member of The CEO Roundtable-Chicago.  

Questions: Peggy Eppink, 773-834-8029
This event is part of the Initiative on Global Markets (IGM) and is generously sponsored by Myron Scholes


Sat, April 21, 2018, 12 Noon – 3:00 PM, at 231 S State St., 3rd flr., Chicago, IL 60604.  This invite from our friends at OPEN:  the Organization of Pakistani Entrepreneurs - Chicago:  and longtime CEO Roundtable Member, Dr. Tariq Butt, Vice President of Health Affairs, and a founding member of Access Community Health Network (ACCESS).  Since 1991, Dr. Butt has been on the frontlines of community-based health care delivery as a board-certified family physician.

“A Sneak Peek into the Future:  Healthcare and Artificial Intelligence (AI)” – the two hottest trends that will dominate our future.
 “Whether we like it or not, AI and robotics are the future of healthcare.” – PwC

Learn more about these industries from leaders who succeeded in their endeavors and are eager to share their knowledge. Get insight into their success stories and their knowledge of what the future beholds. Enjoy all this in a fun session scheduled for Saturday, April 21 (12 pm to 3 pm). The event will start off with fire-side chats with an hour in the end to network with professionals and like-minded individuals.

Details / Speaker Profiles: - Snack and refreshments provided.  Seating is limited!

REGISTER:  Purchase $10 tickets ASAP using this link:
Use coupon code 50off to get 50% OFF! ​


Tues., May 1, 5:15 – 7:30 pm, Your monthly dinner mtg. #283, at Baird & Warner Corp. HQ, 120 S. LaSalle St., 20th flr., (also enter at 121 W. Monroe), Chicago.  This topic was arranged by your CEO Roundtable Board member, Rick Mason, Partner at McGuire Woods, who is his firm’s expert in this area:

“The Brave, New World of the Blockchain, Cryptocurrency, and Smart Contracts”

Rick will provide CEO Roundtable Members and their guests with a non-technical introduction to the topic, with an emphasis on how the blockchain (bitcoin, cryptocurrency, smart contracts, etc.) are likely to produce practical applications for business in the foreseeable future. 


Speaker:  Richard Mason is a partner at the international law firm of McGuireWoods LLP:  In addition to his B.A. and J.D. degrees, he received his M.B.A. with a concentration in finance at Booth University of Chicago Graduate School of Business.  He has taught different courses on business law as an adjunct professor at Chicago-Kent College of Law each year for the past 34 years.  He has closely followed the development of the blockchain and related developments and serves at his firm as one of the resources for blockchain issues for clients.  He also written articles about the blockchain and the use of cryptocurrency. 

Contact:; Office:  312-750-3527


Wed., May 9, 4:30 - 7:30 pm, COMP., at Holiday Inn Mart Plaza = Orleans x Kinzie

“River North Business Association. 2018 EXPO and Topic Sessions”

We will have free education sessions in the areas of Branding, Business Wine Etiquette and Tax Tips for Business.  There will also be networking between 6-8 pm with appetizers and cocktails included.  No cost to you if you pre-register to attend!  Below is the link to register:  See you at the expo! 

REGISTER: River North Business Association Expo

Questions:  Marty Padilla, CEO & Fndr – Exec. Search & Training Servs, Marty Padilla & Assoc. Inc.
980 N. Michigan Ave., Suite 1400, Chicago, IL 60611; Direct 773.744.5897; Fax 312.268.5448; 


​Tue., May 15, 2018, 11:30am to 1:00pm, COMP., at Maple & Ash Restaurant, 8 West Maple St. X State St., Chicago, IL 60610, (312) 944-8888;; Thanks to our Friends at SAP Concur, Tim Schmitz, SAP Concur Events,

“Insights Event Series: Travel, Expense & Invoice Management Made Easy”  -  Grow your business through expense automation


Join us for our free Insights Event Series Luncheon with SAP Concur’s travel and expense management expert Nicholas Wong.  Nicholas will be providing key insights into our cloud-based expense, travel, and invoice automation solutions, and how you can use these simple but powerful tools to gain visibility into company spending.

Learn more about how one integrated solution can transform your invoice, travel, and expense needs from beginning to end with:
Automation: Gain efficiencies through automating expense tasks
Visibility: Achieve policy compliance by increasing visibility
Integration: Improve operational efficiency through integrated platforms
Plus, much more!        

We look forward to seeing you there!  Add to Calendar


Wed., May 16, 2018, 8 - 11 am, COMP., at Superior-Michigan Room, The Metropolitan, 233 South Wacker Dr., 66th flr, Chicago 60606; 
This invite from our friends at Advanced Resources, Jennifer D’Angelo, Div. Dir. – HR,

“New Accounting Regulations:  Pitfalls, Priorities & Program Management”

Whether you manage a large public corp. or a smaller private co., the new Lease Accounting and Revenue Recognition requirements (ASC 842/606) come with challenges. Enjoy breakfast, networking, and learning with other finance leaders! 

Event Agenda:
8 am – 9 am: Breakfast & Networking 
9 am – 11 am: Presentation and Q&A

Time is running out, as the first deadlines for compliance are quickly advancing. No doubt, balance sheets will swell in Corporate America by as much $2 trillion.


Other questions must be addressed and resolved, such as:
How to classify leases
What costs to include
Handling contract modifications
Accounting for individual contracts vs. portfolio accounting
Dealing with sale-leaseback transactions
Tax implications for all of the above

Our esteemed panelists will be discussing these and other important factors to look out for when planning, executing and managing your strategy for dealing with these new requirements.

​Thurs., May 17, 12 Noon – 5pm, Special Discounted $50 “IL Chamber Member Rate” for CEO Roundtable-Chicago Members; Sponsored by the IL Soy Bean Assn., and, our Partner at The IL Chamber, Laura Ortega; event at “The Library” at 190 S. LaSalle St. 40th Flr., Chicago

“Global is Local: Developing a 21st Century Trade Policy for Illinois”

As one of the most diverse and globalized economies in the US, Illinois has benefitted greatly from international trade. Crafting a 21st century trade policy that advances the market and economic priorities of our region is critical to Illinois as 80% of the world's purchasing power and 95% of its customers live outside the United States.

or CALL:  Joan Olivier at 312-983-7105.  For more info please contact International Business Council Exec. Dir., Laura Ortega at:

Registration fee of $50.00 for Members of The CEO Roundtable-Chciago / $75.00 for Non-Members, includes all sessions, one-on-ones, Luncheon, refreshments, open bar reception and all the materials and reference sources.

The Conference will include:
Update from Washington by U.S. Chamber Senior President for International Policy John Murphy on the State of Global Trade, US Trade Policy Outlook and Trends that will Drive Economic Growth
Illinois Trade Policy Panel Discussion on Trump’s America First Trade Policies, the Impact of Tariffs, NAFTA and the Role of FTAs to Benefit Jobs and the Economy
Industry Panel on Trade Digitalization, Latest Developments and Implications for Cross-Border and Supply-Chain Risks, Logistics, and Financing services
Federal, State & International Resources for Market Access and Export Facilitation
On-On-Ones with our ILCC Trade Experts
Conference Exhibition Hall, Business Luncheon & Networking Reception ​


Mon., May 21, 2018, 8:30 am - 9:30 = Registration & Welcome Coffee, 9:30 - 4:15 pm = Program, including a networking luncheon; 
MicroStrategy Symposium @ JW Marriott, 151 W. Adams 312-660-8200; Thanks to Amanda Zavada, 

“Enterprise Analytics and Mobility Solutions”

Join us for a one-day event in Chicago that highlights the latest in BI and analytics.  Discuss topics like getting value from big data, building intuitive dashboards and visualizations, and developing custom enterprise apps. Learn best practices from global leaders and get hands-on product experience to get the most out of MicroStrategy.

You will also have the opportunity to:
-  Learn how next-generation enterprise analytics and mobility solutions make your organization more efficient and profitable
-  Discover how to transform your organization into an Intelligent Enterprise
-  Participate in hands-on workshops covering everything from data discovery, to enterprise mobility apps and predictive analytics

REGISTER and Program details:

MicroStrategy Symposia are one-day events that are packed with the latest insights on big data, mobile app development, dashboard design, and security. Every quarter, MicroStrategy brings top customers, product experts, and senior executives to cities across the world so you can learn from and network with the very best. Each quarterly event features new content and the latest hands-on workshops, so check back regularly for updates and plan to attend as many of the symposia as you can in 2018.

  “Transform your Organization into an Intelligent Enterprise” - Speaker:  
                        Michael J. Saylor, Chairman of the Board, president, and CEO, MicroStrategy

 “System of Insights: Next-generation BI and the Role of AI in Analytics Excellence” – Speaker:
                        Boris Evelson, Vice President, Principal Analyst, Forrester


Thurs., May 24, 2018, 5 - 8 pm, Food, drinks, music - Social event at Member, Tom Goldblatt's, 
Ravinia Capital LLC,185 N. Franklin, 5th flr., Chicago, IL 60606; 

  "Expansion Party"  

You're invited to a party to celebrate Ravinia Capital's expansion.  We are proud to announce we will be expanding our office by adding the third floor of our office building at 185 N Franklin Ave.  We are hosting a party on Thursday, April 26, from 5-8 pm to celebrate Ravinia Capital's expansion.  The party will feature drinks, food and live music provided by Greg Schultz and his band on our fifth floor outdoor patio, as well as an open house tour of the third floor.  Please join us in an evening to reminisce about the good times we have all had on the deck.

Greg Schultz is our de facto house band.  He is involved in several music projects in Chicago focusing on covered material from the Red Hot Chili Peppers to the Beatles, Bob Dylan, and the Grateful Dead as well as original compositions.  When he isn't gigging, he works at One Source Risk Management and Funding specializing in brokering trade credit insurance programs for companies looking to access more capital from their lender and/or to expand sales to customers with questionable credit.  We look forward to seeing you.

Tom Goldblatt, 

QUESTIONS?  Please reach out to:  Dena Bachenheimer at: 


Wed., May 30, 2018, 8:15 am – 6 pm, COMP., at The Four Seasons Hotel Chicago,120 E. Delaware Pl., Chicago, IL 60611.  Thanks to longtime CEO Roundtable Member and Bd. of Dir., Rick Mason, Partner at McGuire Woods, for this COMP. invite for Members of The CEO Roundtable.  

This is intended for Members who are involved with or who have a need to know about Healthcare litigation and/or regulation.

“5th Annual Healthcare Litigation and Compliance Conf. - Best Practices and Practical Takeaways”

Exec. Summary Agenda:
8:15 – 8:45 a.m. Registration and Continental Breakfast
8:45 a.m. – 4:30 p.m. Program and Lunch
4:30 – 6 p.m. Reception

Full Details Agenda:

REGISTER:  Send your name, company name, address, email, and phone numbers TO:  Kirsten Doell,

Featured Panels:
General Counsel Roundtable:  General counsel from healthcare companies will discuss risk management, compliance and strategies to contain costs. Join us for a lively and informative discussion, with speakers from payer and provider sides offering their own perspectives.
Jason Barclay, General Counsel, Athletico Physical Therapy
Katrina English, Deputy General Counsel, CareSource
Anne Hance, SVP and General Counsel, BlueCross BlueShield of Tennessee
Blair Todt, Senior Vice President and Chief Legal Officer, Health Care Service Corporation
Edwin Brooks, Partner, McGuireWoods (moderator)

Business Leadership Panel:  This panel of seasoned healthcare professionals will discuss the future of healthcare delivery. McGuireWoods partner Scott Becker will moderate the panel and ask thought-provoking questions on this timely topic.
John Allen, Chief Operating Officer, Family Health Network
Evren Eryurek, Technical Director, Google Cloud Platform at Google
John Jay Shannon, M.D., CEO, Cook County Health & Hospital Systems
Scott Becker, Partner, McGuireWoods (moderator)


Tues., June 12, 2018, 5:15 - 7:30 pm, Monthly Dinner Mtg. #284, 5:15 - 7:30 pm, at:  McGuire Woods Law Firm, 77 W. Wacker Dr., 41st flr., Chicago - Thanks to CEO Roundtable Board of Director and longtime Member, Rick Mason, for arranging this mtg., and Speaker, Joel Spitz, both partners at McGuire Woods Law Firm,   

 "Update:  Today's Legal Aspects of Sexual Harassment and The Current #MeToo Movement - The Landscape Today" 

Hear from expert / speaker, Joel Spitz, how employers should help prevent issues, prepare for, and respond to the current #MeToo movement to protect all employees, your company, and avoid liability.

REGISTER:  Registration will open the day after our previous month's dinner meeting on Tues., May 1.

SPEAKER:  Joel H. Spitz T: +1 312 750 5704,; 77 West Wacker Drive, Suite 4100, Chicago, IL 60601-1818
Joel is the former chair of the firm's labor and employment practice. He is an experienced litigator in the employment discrimination area, having handled hundreds of discrimination cases, including multiparty and class action cases involving Title VII, ADA, ADEA, ERISA, FMLA, FLSA, the Illinois Human Rights Act, (and various other federal, state and local discrimination and labor statutes and ordinances).

Joel also regularly counsels employers on how to avoid discrimination charges and lawsuits. Among other things, he assists corporations and businesses on a variety of labor and employment matters, including employee rights issues, disciplinary decisions, employee handbooks, employment contracts, drug testing, family medical leave, sexual harassment investigations and covenants not to compete. He has also represented employers in onsite investigations conducted by the U.S. Equal Employment Opportunity Commission, the U.S. Department of Labor, and the Office of Federal Contracts Compliance Program.

In addition to his employment discrimination law practice, Joel represents plaintiffs and defendants in cases involving non-compete agreements, confidentiality agreements, and the alleged theft of trade secrets. On the plaintiff side, he has obtained injunctions that prohibited people from competing against firm clients. On the defense side, he has effectively represented employers who have hired employees with non-compete or confidentiality agreements. In addition to his litigation experience, he regularly counsels employers on how to draft non-compete and secrecy agreements, and on whether it is appropriate to hire employees who have such agreements.

Joel also has extensive experience litigating collective (“class”) actions pursuant to the FLSA throughout the United States.


Tues., June 12, 2018, 7:30 – 10:30 am, COMP., at Hilton Chicago / Oak Brook Hills Resort & Conf. Ctr., 3500 Midwest Road, Oak Brook, IL 60523; Thanks to our Friends at The Horton Group, Michelle Trueblood, Chief Human Resources Officer,, 312-989-1444

“Unplugged with Neil Howe:  Generations in the Workplace – Going Beyond Buzzwords – 
Understanding & Meeting the Needs of a Multi-Generational Workforce”

From the big picture of generational cycles to practical insight into how generations engage, communicate, and work together – generational diversity is a major force behind changing customer preferences, establishing new markets, and deciding how to deploy capital to ensure the success of your business operation.

Featured Speaker:  Neil Howe, Managing Director of Demography at Hedgeye and President of Saecuium Research.  Neil Howe is a historian, economist, demographer, and a leading authority on generational trends. He coined the term, “millennial generation,” and is the bestselling author of over a dozen books, including Generations, The Fourth Turning, Millennials Rising, and The Graying of the Great Powers.  He is the nation's leading thinker on today's generations—who they are, what motivates them, and how they will shape America's future.


Today’s business environment encompasses five generations working together. Often, we run into difficulties understanding each other and communicating effectively. After all, each generation has different personality traits as well as a different view of the workplace and its role in everyday life. Conflict and disagreement are to be expected. Those driven to be an organization where people strive to excel together ask themselves “What employer do we want to be?” and “How will we achieve a higher level of performance?” Five generations certainly can get along and provide the best experience possible – but it takes time and work. Neil Howe, renowned generational expert and President of Life Course Associates, explains how each of these generational perspectives has formed, how they are fundamentally different, and how these generations succeed each other.

The presentation will be followed by an open forum, moderated by Michelle Trueblood of the Horton Group, for the audience to engage directly with Howe. In this session, we will dive deeper into the trending topics in today’s workforce to discuss how employers, executives, managers, and supervisors can manage and improve generational misperceptions and barriers, therefore creating a valuable and better employee experience.


Wed., June 13, 2018, 8:30 am – 7:00 pm, at Morgan MFG, 401 N. Morgan, Chicago, IL 60642; Thanks to our friends at BMC, Angelina Sayfi, Field Marketing Mgr., BMC, Dir.: 331-777-8722; M:  773-505-9243;

“BMC Exchange – Chicago”

There's never been a more exciting time to be in IT. When you attend BMC Exchange Chicago, you'll get insights and best practices to maximize your IT investments while advancing your career path and your professional connections.

Jumpstart innovative thinking with keynote speaker Dr. Lyle Ungar on data, AI, and machine learning
Learn practical tips and tricks from BMC experts, clients, and partners
Hear real-world experiences and guidance in topical panel discussions
Discover BMC and our partners’ products and services in the solution showcase
Grow your network as you build professional relationships with industry peers and experts

Summary Agenda:
8:30 am – 9:30 am = Registration
9:30 am – 5:00 pm = Meeting
5:00 pm – 7:00 pm = Reception


QUESTIONS about BMC:  Angelina Sayfi, Field Marketing Mgr., BMC, Dir.: 331-777-8722; M:  773-505-9243;


Thurs., June 21, 5:15 – 7:00 pm, COMP., Partner event with The Chicago Council on Global Affairs, at The Council’s HQ, 180 N. Stetson, Ground Floor Lobby Conf. Ctr., Chicago.  Thanks to our friends at The Council, Victoria Williams, Program Officer, 

“Trump, America First, and The World Order America Created”

with expert / speaker:  Eliot A. Cohen, Robert E. Osgood Professor, Johns Hopkins University’s School of Advanced International Studies

REGISTER:  Before NOON on Wed., June 20, send an email to: with your name, title, co. name, cell ph., and email address, and state that you will attend this partner meeting.  When you have completed this process, The CEO Roundtable-Chicago will pay The Chicago Council’s fee for your attendance. 


With America First, the Trump administration is paving the way for a new global order - or perhaps a new global disorder. Withdrawal from the Paris Climate Accords, the downgrading of security guarantees, and protectionist trade policies, are just a few of the actions evidencing an abandonment of multilateralism and global leadership by the United States. This disengagement is creating a void for other nations and ideologies to fill, at a moment when populist movements and external subversion pose growing threats to democratic institutions across the West. What will putting America first mean for the nation’s long-term security and prosperity? If the US will not defend the international rules and institutions it created, what sort of global order will take their place?

Copies of Eliot Cohen’s book "The Big Stick: The Limits of Soft Power and the Necessity of Military Force" will be available for sale and signing after the program from the Book Cellar.

Context:  Background reading and multimedia:  "Neither Precise Nor Proportionate," Eliot A. Cohen, The Atlantic, April 15, 2018


Wed., July 4, 2018, 6:30 – 8:45 pm, COMP., BYO, at the Jay Pritzker Pavilion, Millennium Park, 201 E. Randolph St., Chicago:  Part of Chicago’s Grant Park Summer Music Festival.  NO REGISTRATION REQUIRED, but if you email Sandy, he’ll share the list among registrants.

“Independence Day Salute + Gershwin's Rhapsody in Blue” = 

The first of our two “featured CONCERT events” among our mix of summer – social activities.  Meet at 5:45 pm in the narrow, tree-lined walkway / entrance to “The Great Lawn” = about 100 yards DUE EAST of “The Bean” (officially named, “Cloud Gate”).  We usually group together, share various picnic goodies, chips & dips, NO ALCOHOL IS ALLOWED ON JULY 4, ONLY, etc.   MAP:  

PLEASE NOTE:  2018 security changes and Prohibited Items:

SUMMARY = The City of Chicago has implemented a security perimeter and bag check policy for all concerts at the Jay Pritzker Pavilion.

All metal knives are prohibited. Plastic, compostable cutlery is encouraged.  All bags, coolers & containers must be smaller than 26”L X 15”W X 15”H and subject to search.
Beer and wine can be brought in for Grant Park Music Festival concerts, except for the Independence Day Salute on July 4.
For most concerts, bag checks and entrances open 2 hours before the concert start time. The Pritzker Pavilion and Great Lawn will be closed to the public earlier in the afternoon. We encourage patrons to arrive early for all concerts.


Wed., July 11, 2018: 5:30 - 8 pm, COST $25, incl. light appetizers & 1 drink ticket; at The UChicago Booth School of Business, Gleacher Ctr., Rm 208, 450 Cityfront Plz, Chicago.  Thanks to our friends at The UChicago Booth Alumni Club of Chicago, Anjoo Rai-Marchant, '08.

“Navigating Difficult Conversations” with Professor George Wu, UChicago Booth

How do you navigate those tough or difficult conversations?  We all have them and in this interactive session, learn how to be more confident and prepared in handling them.

Event Details:  In this interactive session, led by Professor George Wu, we will explore common conversations or situations you may find challenging, perhaps because you feel ambushed or thrown off guard, or maybe because you are unsure of another party's intentions or motivations, or sometimes because the conversation is just outside of your comfort zone.  As a result, you might struggle to find the right words...or even to initiate a conversation.  We'll discuss the psychology behind these situations and provide an opportunity to practice handling these situations so you can feel more confident and prepared when you face similar high stakes circumstances in the future.  Those that plan to attend will be contacted by email in advance to complete a brief questionnaire.

Cost:  $25.00.  Light appetizers and one drink ticket included.

Deadline: 7/11/2018

Speaker Profile:  George Wu, JOHN P. AND LILLIAN A. GOULD PROFESSOR OF BEHAVIORAL SCIENCE, University of Chicago, Booth.
George Wu studies the psychology of decision making; decision analysis; and cognitive biases in bargaining and negotiation. Additionally, he has received research funding as part of a 3-year, $3.6 million project entitled "Enhancing the Human Experience through Behavioral Science: New Paths to Purpose," to advance the behavioral science of purpose. Project research explores how people adopt, pursue, and fulfill their intentions to accomplish something that is meaningful to the self, and often is of consequence to the world beyond the self."
Wu's research has been published widely in a number of journals in economics, management science, and psychology, including Cognitive Psychology, the Journal of Personality and Social Psychology, the Journal of Risk and Uncertainty, Management Science, Psychological Science, and the Quarterly Journal of Economics.
Prior to joining the Chicago Booth faculty in 1997, Wu was on the faculty of Harvard Business School as an assistant and associate professor in the managerial economics area and then in the negotiation and decision making group. He also has worked as a lecturer at Wharton School at the University of Pennsylvania. Prior to graduate school, Wu worked as a decision analyst at Procter & Gamble.
Wu is a a former department editor of Management Science and is on numerous other editorial boards, including Decision Analysis, Journal of Behavioral Decision Making, Journal of Risk and Uncertainty, and Theory and Decision. He earned a bachelor's degree cum laude in applied mathematics with a concentration in decision and control in 1985, a master's degree in applied mathematics in 1987, and a PhD in decision sciences in 1991, all from Harvard.

Questions:  Anjoo Rai-Marchant, '08; 312-806-2060


Fri., July 13, 2018, 8:00 – 10:15 pm, COMP., BYO, at the Jay Pritzker Pavilion, Millennium Park, 201 E. Randolph St., Chicago:  Part of Chicago’s Grant Park Summer Music Festival.  NO REGISTRATION REQUIRED, but if you email Sandy, he’ll share the list among registrants.

“Broadway Classics - I Could Have Danced All Night: Broadway's Lerner and Loewe" = Kevin Stites leads the Grant Park Orchestra and Chorus and stars from Broadway in an evening of favorites 

by the acclaimed team of librettist-lyricist Alan Jay Lerner and composer Frederick Loewe: My Fair Lady, Camelot, Brigadoon, Gigi, and more. 

The second of our two “featured CONCERT events” among our mix of summer – social activities.  Meet at 7:15 pm in the narrow, tree-lined walkway / entrance to “The Great Lawn” = about 100 yards DUE EAST of “The Bean” (officially named, “Cloud Gate”).  We usually group together, share various picnic goodies, chips & dips, beer & wine allowed at concerts EXCEPT NOT ON JULY 4, bread, etc.  MAP:

PLEASE NOTE:  2018 City of Chicago security changes and Prohibited Items: 


Sat., July. 28, 5:15 – 7:15 pm, COMP. (part of membership) = “SOLD OUT.” 

Members' (and sig. other) PONTOON PARTY BOAT Cruise on The Chicago River


Thurs., Aug. 9, 2018, 1:30 to 8 pm CDT, COMP., at Polsinelli, Lower Level Amenity Center, 150 N. Riverside, Chicago, IL 60606; CEO Roundtable Members are invited, complimentary, by fellow Member Tom Goldblatt, Mng. Prtnr. of Ravinia Capital, 185 N. Franklin St., Chicago, IL 60606 to: 

“The Midwest Dealmakers 2018 Conference”  

The Conference will consist of two parts:

FIRST PART, 1:30 - 5:30 pm, will feature open networking, speakers, and two entertaining panels at Polsinelli, 150 N. Riverside, Lower Level.  Detailed descriptions of the panels and speakers are below. 
SECOND PART, 6 - 8:00 pm, will feature an evening party on the Ravinia Capital rooftop, 185 N Franklin St., Floor 5.

Questions:  Barry Snyder, 724-809-5596,


Panels and Speakers:
1:30 – 2:00 pm = Check-in & Networking
2:00 – 2:40 pm = PANEL:  “Special Situations Lending Panel / Strategies for Working with Distressed Creditors:”  Hugh Wilder, Mng. Dir. & Hd of Loan Admin. at CIBC; Jay Atkins, Pres., Seacoast Business Funding; Suzanne M. Burke, Sr. Dir., Ravinia Capital, LLC; Anthony J. Nasharr, MODERATOR, A trusted business advisor and shareholder at Polsinelli
2:40 – 3:15 pm = “Using Turnaround Techniques to Boost Sell Side Valuations:”  Kobus van der Zel, Partner, Ravinia Capital Process Improvement; Ravinia Capital Performance Improvement utilizes the best turnaround and continuous improvement techniques to show its clients the opportunity to increase their valuation and capture some of the improvement benefits a buyer would otherwise capture.
3:15 – 3:50 pm = “The Effects of Tax Reform on M&A Transactions:”  David Sterling, National Leader of the M&A Tax Practice at RSM; Hear David speak about the effects of the new tax code and also the recent tariffs on the M&A Market.
3:50 – 4:40 pm = PANEL:  “Deal War Stories:” Michael J. Egan, EVP & COO at Monroe Captial; PJ Patel, Co-CEO & Sr. Mng. Dir., Valuation Research (VRC); Thomas Goldblatt, Mng. Prtnr, Ravinia Captial; Nada Litwin, MODERATOR, VP & Gen. Counsel, Kinzie Capital; Hear some stories about the successes and failures of deals from some of the best in the game. This panel will go into personal stories about the panelists' past deal experiences.
4:40 – 5:30 pm =  “How to Make that Special Client Connection Every Time:”  Gene Rosendale, Mng. Dir., Ravinia Capital;  As a follow-up to last year's presentation, Gene will reveal the psychology and neuroscience behind why you just "click" with some people and how you can create that special connection with everyone you meet
6:00 – 8:00 pm = NETWORKING PARTY at Ravinia Capital, LLC, 185 N. Franklin, 5th flr., Chicago, IL 60606


Fri., Aug. 10, 7 – 9 pm, COMP. (part of membership) = - “SOLD OUT.” 

Members' (and sig. other) PONTOON PARTY BOAT Cruise on The Chicago River


Thurs., Aug. 16, 7:45 a.m. – 9:15 a.m. COMP. = Presentation and Breakfast - OR - 5:30 p.m. – 7:30 p.m. = Presentation and Dinner at Loews Chicago Hotel, 455 North Park Drive, Chicago, IL 60611; We are invited by my longtime friend and fellow Bd. of Dir. for The Harvard Club of Chicago, Clare Golla, Director, Head of Endowment & Foundation Advisory Services at Bernstein Private Wealth Management,  Clare invites us to network, enjoy breakfast or dinner, and hear about:

“China, Emerging World Power:  Threat or Opportunity?”

China has emerged on the world stage as a global economic power.  However, its economy is changing rapidly.  With the onset of a burgeoning trade dispute, is China more of a threat of an opportunity?  Please join us for a thought-provoking conversation with Beata Kirr, National Managing Director and Head of Private Client Core Asset Strategies, wo will share an update to our ongoing research on China.  John Lin, Portforlio Manager of China Equities, will join us via videoconference from Hong Kong to discuss his perspective.  There will be ample time for Q&A.

REGISTER for the breakfast = 7:45 am – 9:15 am, at Loews Chicago Hotel, 455 North Park Drive, Chicago (Instructions / private links were provided to CEO Roundtable Members)
REGISTER for the dinner = 5:30 pm – 7:30 pm, at Loews Chicago Hotel, 455 North Park Drive, Chicago(Instructions / private links were provided to CEO Roundtable Members)

Speakers:  (Full bios:
Beata Kirr, National Managing Director and Head of Private Client Core Asset Strategies, will share an update to our ongoing research on China, and 
John Lin, Portfolio Manager of China Equities, will join us via videoconference from Hong Kong to discuss his perspective.


Fri., & Sat., Aug. 17 & 18, 2018, at The University of Chicago, Saieh Hall for Economics, Room 146, 5757 S. University Ave., Chicago, IL 60637; 
Thanks to our friends at The UChicago – Becker Friedman Institute

“Economic Theory Conference IV”

The way agents communicate, collect, and use information is essential for many strategic interactions, whether between co-workers, traders, firms, or governments.  As technology advances, the information available to such agents has grown increasingly complex.  At this year’s fourth annual BFI summer conference in economic theory, we will explore recent theoretical advances in these  and other topics.


ORGANIZERS:   Alexander Frankel, UChicago Booth School of Business; BIO:
Doron Ravid, UChicago, The Kenneth C. Griffin Department of Economics; BIO:


Wed. & Thurs., Aug. 29 & 30, Two Full Days, COMP., CEO Roundtable Members Save $300, at The Gwen Hotel, 521 N. Rush St., Chicago 60611; 312-645-1500;

“9th Annual Midwest IDEAS Investors Conference” - One of our most popular events of the year! 

AGENDA:  Wed. & Thurs., Aug. 29 & 30, 2018:  7a – 8a = Sign-in; 8a – 5p  = CEO / CFO, 30 min. presentations, 3 tracks; 12 – 1p = Keynote Lunches with distinguished financial leaders; 5p – 6p = Networking Reception (Wed. only)

One of our most popular events of the year, because we hear from about 65 CEOs and CFOs of emerging public companies about how they organize, manage, and grow their businesses - in great but concise detail - with lots of opportunities to ask them very specific questions “up close and personal;” PLUS we hear great keynote luncheon speakers, have lots of opportunities for valuable networking with fellow CEO Roundtable-Chicago Members and many other "C-Suite" executives from around the country!  Thank you to our friends and event partners at Three Part Advisors, Steven Hooser, Partner, Senior Managing Director & President of IDEAS Conferences, (214) 872-2710;


REGISTER:  Please send an email stating that you are a Member of The CEO Roundtable-Chicago, with your name, title, co. name, email, and cell ph. TO:  Members have this info.

This events is hosted by our friends at Three Part Advisors, who have invited us all to attend for 8 years COMP., and is sponsored by money management firms.  They generate their list of presenting co.s largely based on the suggestions of their sponsors and other buyside relationships, focusing on under-followed and under-appreciated companies.  

About Three Part Advisors: Three Part Advisors is a Dallas-based capital markets and investor relations consulting firm. Three Part Advisors is also the lead sponsor and producer of the IDEAS Investor Conferences hosted annually in Boston, Chicago, and Dallas (We are not a broker dealer or an investment bank so we do not require commission dollars). For more information, please visit our website:

Conference Contact Information:
Joe Noyons, Director of IDEAS Conf., 817.778.8424,
Lacey Wesley, IDEAS Conf. Coordinator, 817.769.2373, 
Kyle Hindmarsh, Marketing Director of IDEAS Conf., 817.778.8334,
Steven Hooser, President of IDEAS Conf., 214.872.2710,


Wed., Sept. 12, COMP., 7:30 – 10:00 am, Invite from fellow Member, Tom Goldblatt, Mng. Prtr., Ravinia Capital, to Jenner & Block, 353 N. CLARK ST., 45th flr. CONF. CENTER, Chicago, IL 60654; 7:30 – 8:30 am = Breakfast & Networking; 8:30 – 10:00 am = Panel Discussion.

“Battle of the Economic Experts”

What is the overall outlook of the global and US economy?  Will the US economy continue its slow but determined climb or are there storms brewing?  What has been the effect of President Trump’s policies to date?  Valuations are up and volume is down; where does the M&A market head next?  What impact will the Trade Wars and US tax reform have on the economy and US companies?  The answers to these and other economic questions will be battled out by a dream team of economic experts.


Please join fellow CEO Roundtable Members and many others for a lively debate as,
PANELISTS:  Gail Marks Jarvis (Reuters), Tom Goldblatt (Ravinia Capital), Jack A. Ablin (Cresset Wealth Advisors), Thomas Mondschean (DePaul University)
provide their perspectives on pertinent issues related to the US and global economy.  The discussion will be guided by:
MODERATOR:  Anna Meresidis (Jenner & Block Partner)
THANKS TO:  Tom Goldblatt, Managing Partner, Ravinia Capital LLC, 185 N Franklin St. 5th Floor, Chicago, IL 60606; (773) 336-2833 |;


Wed., Sept. 12, 11:30 am to 1:00 pm, COMP., at Morton’s The Steakhouse, 65 E. Wacker Place, Chicago, IL 60601

Thurs., Sept. 13, 11:30 am to 1:00 pm, COMP., at Gibson’s Bar and Steakhouse, 2105 Spring Rd., Oak Brook, IL 60523

“Insights Event Series: Travel, Expense & Invoice Management Made Easy”

Our friends at SAP Concur are hosting TWO LUNCH EVENTS showcasing SAP Concur and they would love for you to join them!  Whether you have spoken with them in the past, or have never heard of SAP Concur, you are welcome to attend and see how they help companies like yours create a paperless expense and A/P process.  Our thanks to:  Jennifer Morris, Event Marketing Manager (external - Project),, Mobile: 510.566.2679; Landon Bickel, SAP Speaker, Sheila Johanneson,, Karina Soennichsen, (external - Project),, Kelly.Clifford,, and, John Kronlokken,

Join fellow CEO Roundtable-Chicago Members and other peers from small to mid-sized businesses from across Chicagoland to learn how a complete cloud-based solution captures your data and helps you gain visibility into company spending and grow your business.

Lunch will be provided with networking, hands-on activities, Q&A session, and a brief SAP Concur demo.
Seats are limited, so please REGISTER today for the more convenient of the TWO DATES AND LOCATIONS arranged for you.

LUNCH, Wed., Sept. 12, 11:30am to 1:00pm at:   Morton's The Steakhouse, 65 E. Wacker Pl., Chicago, IL 60601 
LUNCH, Thurs., Sept. 13, 11:30am to 1:00pm at:  Gibson’s Bar & Steakhouse, 2105 Spring Rd., Oak Brook, IL 60523


MONDAY, SEPT. 24, Monthly Dinner Mtg. #285, 5:15 - 7:30 pm, at:  Northern Trust, 50 S. LaSalle St., First Flr., Global Conf. Ctr., Chicago, with Ryan Boyle, VP & Senior Economist at Northern Trust.  Ryan is a super speaker and he'll update last year's presentation by Carl Tannenbaum, EVP and Chief Economist, with whom Ryan shares the global speaking circuit. 

(Carl will be in the Middle East on Sept. 24.)  Ryan will address the domestic and global business climates, political trends and how they may impact

the economy, trends in interest rates and inflation and what comes next for the Fed and other central banks.  Ryan plays key roles in

Northern’s investment policy setting, capital planning and bank balance sheet management.   

"A Threat or a Promise?  A New Era for Commerce”  
presented by Ryan Boyle, Senior Economist at Northern Trust

Tax policy, trade practices, regulatory enforcement, and foreign relations have all changed dramatically in the past year. Despite the divisive issues we debate, we still share broad economic priorities: business growth, greater access to employment, and individual prosperity. In this talk, we will investigate how the economy is changing

and who stands to gain or lose as new policies take root.

THANKS to longtime CEO Roundtable-Chicago Member, John B. Leo, CFA, CPWA, Senior Vice President, Chief Investment Officer, Central Region, Wealth Management, for arranging and hosting this special dinner meeting at Northern Trust every year!  O: 312-444-3924; 

SPEAKER BIO:  Ryan James Boyle is a Vice President and Senior Economist within the Global Risk Management division of Northern Trust. In this role, Ryan is responsible for briefing clients and partners on the economy and business conditions, supporting internal stress testing and capital allocation processes, and publishing economic commentaries.

Prior to joining Northern Trust, Ryan held multiple management roles at TransUnion. He researched and reported on trends and key topics in the consumer credit industry, and he led initiatives to improve the breadth, depth, and quality of data reported on consumer files. Before TransUnion, Ryan worked as an economic consultant at Navigant Consulting, supporting expert testimony in competition and securities litigation. He started his career as a business analyst at ABN AMRO/LaSalle Bank.

Ryan holds an MBA from the University of Chicago Booth School of Business and a bachelor’s degree in computer science, with highest honors, from DePaul University. He is a current candidate at the Graduate School of Banking at the University of Wisconsin-Madison.​

As of June 30, 2018, Northern Trust Corporation had:
$10.7 trillion in assets under custody/administration
$8.1 trillion in assets under custody
$1.1 trillion in assets under management
$135 billion in banking assets


Michael O’Grady, President and CEO, commented, “Northern Trust’s first quarter performance was strong, generating a return on average common equity of 16.0% and earnings per share growth of 45%. This quarter’s performance reflected organic growth in our businesses, as well as the impact of favorable macroeconomic conditions. Revenue growth of 15% was driven by year-over-year growth in trust, investment and other servicing fees of 16%. Expenses during the quarter reflected support for the growth in our businesses. Our results produced positive fee operating leverage and operating leverage of 4.7 points and 3.6 points, respectively, versus the prior year. We remain focused on executing our strategy of providing excellent client service, improving our productivity and investing in future growth.”

AGENDA:  (dinner mtg at Northern Trust, 50 S. LaSalle St., ground flr., Global Conf. Ctr., Chicago, IL)
5:15 - 6:15 pm = Arrivals, Networking, Catered Dinner & Drinks
6:15 - 7:30 pm = Presentation, Discussion, Q&A
7:30 - 8:00 pm = Optional additional social - networking


Fri., Sept. 28, 2018, 12:30 – 6:45 pm, COMP., at The Chicago-Kent College of Law, 565 W. Adams St., Chicago, IL 60661; Thanks to long-time CEO Roundtable Member and Bd. of Dir., Rick Mason,, Partner, McGuire Woods Law Firm, for this annual 

invitation, to the Ninth Annual American College of Bankruptcy Seventh Circuit Education Committee Seminar

“See You in the Funny Papers”

For an informative and lively discussion of some of the more challenging issues that insolvency professionals contend with, including an analysis of topical issues, which will be presented creatively by panelists in 4 “Acts:”
“Current Consumer Issues”
“The Golden Rules”
“Current Cases Influencing Our Practice”
“I Only Wish I Had Known”

These include recent opinions influencing practice in the Seventh Circuit, and current ethical pitfalls insolvency professionals must avoid. Our panelists include leading academics, experienced practitioners and learned judges.

WHO SHOULD ATTEND:  Everyone interested in these discussions—including financial advisors, attorneys, bankers and students—is welcome to attend.

12:45 pm – 5:45 pm = Program: 
5:45 pm  –  6:45 pm = Cocktails & Hors D’ Oeuvres Reception


QUESTIONS:  Rick Mason*, Partner, McGuire Woods,, 312-750-3527; or, Dan Zazove,, from Sponsor Perkins Coie 
*Also a CEO Roundtable Board Member 


Thurs., Oct. 4, 2018, 7:30 – 10:30 am, Horton Future Forum, at Hamburger University, 2715 Jorie Blvd., Oak Brook, IL 60523; 
7:30 – 8 am = Registration; 8 – 10:30 am = Event

“An Early Economic Outlook:  2019 and Beyond – What do the Leading Indicators Tell Us About What’s to Come”

As businesses look to start the budgeting process for next year, decisions about who to hire, what equipment to purchase, etc., are impacted by questions about the future of the U.S. and global economies. Volatility has returned to the stock market, unemployment is down but wages remain stagnant, and there is continued discussion about the speed at which the Fed will increase interest rates.

Please join us for this exclusive, invitation-only event presented by one of the country’s foremost experts on macro-economic trends and what this means for your wealth and your organization’s future.


SPEAKER:  Alex Chausovsky, Market Researcher, Institute for Trend Research (IRT).  Alex Chausovsky is a highly experienced market researcher and analyst with more than a decade of expertise in subjects that include macroeconomics, industrial manufacturing, energy efficiency, automation and advanced technology trends. He has consulted and advised companies throughout the US, Europe, Brazil, China and Japan for the last fifteen years.

For a preview:


Thurs., Oct. 18, 5:15 – 7:30 pm, Monthly dinner mtg. #286, at:  Baird & Warner HQ, 120 S. LaSalle St., 20th flr., Chicago 60603; 

"How Business Gets Done:  Why the Blockchain, Artificial Intelligence, and Technology are Changing Everything”

Technology is essential to every company in every industry.  However, using technology without tailoring it to your business model will be counterproductive.  The best practice is to properly integrate the technologies into your business and to work with professionals that share your same vision. 

Key Discussion Points:
Artificial Intelligence and how it is used can become your new “best practice.”
Distributed Ledger Technology (i.e. Blockchain) and how it has changed in the last 2 years. 
Blockchain use cases in a variety of industries.
Smart Contracts and the future.
Fornaro Law’s recent visit to Congressional and Regulatory offices in Washington D.C. regarding Blockchain and Crypto. 

WHO SHOULD ATTEND:  Everyone who wants to be on the cutting edge of business intelligence.

SPEAKER:  Philip Fornaro is the managing attorney at Fornaro Law and has been practicing for 22 years. Although he always has enjoyed practicing law, his life and legal focus transformed when he was first introduced to the Blockchain in June, 2016.  Although law firms generally are not thought of as entrepreneurial, Philip believes that an entrepreneurial law firm best serves business clients and innovators. Consequently, he has driven the Firm to embrace technology and to streamline systems to elevate the Firm and its clients to a different level. Philip is a very business and network minded attorney who not only can provide excellent legal representation but is a project manager, architect of structure, and business advisor. His process is to create multi-disciplinary teams to help the Firm’s clients maximize efficiency, enhance client services and reduce costs.  His decision to diversify his practice in 2004 has resulted in the creation of a multi-disciplinary law firm which provides quality representation in a variety of legal areas. Philip follows the rule that positive energy will yield positive results. This energy is the driving force behind the success of Fornaro Law. Philip graduated from Northwestern University and then received his law degree from the John Marshall Law School. T: 708.639.4320 E:

5:15 – 6:15 pm = Catered dinner, networking
6:15 – 7:30 pm = Presentation, discussion, Q&A
7:30 – 7:45 pm = Optional additional networking​


Wed., Oct. 17, 2018, 5:30 – 6:00 pm = Sign-in, 6:00 – 7:00 pm = Lecture, COMP. (No dinner), at UChicago Gleacher Center, 450 N. Cityfront Plaza Dr., Room 621, Chicago, YOU are invited by our friends at the Chicago Booth Initiative on Global Markets (IGM) - The Myron Scholes Global Market Forum, to hear Professor Neale Mahoney.  THANKS to Peggy Eppink, Assist. Director, IGM,, 773-834-8029.  Neale will be speaking about:

“Insurance Coverage Under the ACA:  Looking Back and Peering Ahead”  

A core goal of the Affordable Care Act was to expand insurance coverage in the United States.  In his talk, Professor Mahoney will examine the evolution of insurance coverage under this influential and controversial law.



Thurs., Oct. 18, 5:15 – 7:30 pm, Monthly dinner mtg. #286, at:  Baird & Warner HQ, 120 S. LaSalle St., 20th flr., Chicago 60603; 

"How Business Gets Done:  Why the Blockchain, Artificial Intelligence, and Technology are Changing Everything”

Technology is essential to every company in every industry.  However, using technology without tailoring it to your business model will be counterproductive.  The best practice is to properly integrate the technologies into your business and to work with professionals that share your same vision. 

Key Discussion Points:
Artificial Intelligence and how it is used can become your new “best practice.”
Distributed Ledger Technology (i.e. Blockchain) and how it has changed in the last 2 years. 
Blockchain use cases in a variety of industries.
Smart Contracts and the future.
Fornaro Law’s recent visit to Congressional and Regulatory offices in Washington D.C. regarding Blockchain and Crypto. 

WHO SHOULD ATTEND:  Everyone who wants to be on the cutting-edge of business intelligence.

SPEAKER:  Philip Fornaro is the managing attorney at Fornaro Law and has been practicing for 22 years. His life and legal focus transformed when he was first introduced to the Blockchain in June, 2016.  Philip believes that an entrepreneurial law firm best serves business clients and innovators. Consequently, he has driven the Firm to embrace technology and to streamline systems to elevate the Firm and its clients to a different level. Philip is a very business and network minded attorney who not only can provide excellent legal representation but is a project manager, architect of structure, and business advisor. His process is to create multi-disciplinary teams to help the Firm’s clients maximize efficiency, enhance client services and reduce costs.  His decision to diversify his practice in 2004 has resulted in the creation of a multi-disciplinary law firm which provides quality representation in a variety of legal areas. Philip follows the rule that positive energy will yield positive results. This energy is the driving force behind the success of Fornaro Law. Philip graduated from Northwestern University and then received his law degree from the John Marshall Law School. T: 708.639.4320 E:

5:15 – 6:15 pm = Catered dinner, networking
6:15 – 7:30 pm = Presentation, discussion, Q&A
7:30 – 7:45 pm = Optional additional networking​​


Wed. & Thu., Oct. 24 & 25, Wed. = 5:30 – 8:30 pm & Thurs. = 7:00 am – 1:30 pm, COMP., at Westin River North, 320 N. Dearborn St., Chicago, IL.  Thanks to our friends at Foley!  Join fellow CEO Roundtable Members, sr. executives, and Board members from around the US.

“Foley & Lardner’s Annual National Directors’ Institute Executive Exchange”



Wed., Oct. 24, 2018 = NDI Board of the Year Awards Dinner
5:30 – 6:30 p.m. = Cocktails & Hors d'oeuvres (Westin River North)
6:30 – 8:30 p.m. = Dinner (Westin River North) and Presentation of Board of the Year Awards (Public Company, Private Company, and Non-Profit)
Thurs., Oct. 25, 2018 = NDI Executive Exchange 

7:00 – 8:00 a.m. = Registration & Breakfast
8:00 a.m. = Welcome
8:10 – 9 a.m. = Featured Speaker:  
Patrick McGurn, Director of Strategic Research, Institutional Shareholder Services: "Key Governance Trends in 2018 and 2019"

9:15 - 10:15 a.m. = Breakout Session 1
A.  Private Company Corporate Governance Best Practices 
B.  Preparing Your Board to Deal With Activist Shareholders
C.  Public Company Executive Compensation Strategies: What’s the Focus after Tax Reform?
D.  Audit Committee Hot Topics
E.  Cross-Border M&A Transactions
F.  The Board's Role in Addressing Disruptive Technologies and Innovations

10:25 – 11:25 a.m. = Breakout Session 2
A.  Private Equity Portfolio Company Corporate Governance
B.  Evaluating Acquisitions in the Boardroom
C.  Best Practices in Director Recruitment and Onboarding
D.  Integrating Cybersecurity into Day-to-Day Operations
E.  Public Company Corporate Governance Hot Topics
F.  The Board's Role in Crisis Management

11:35 a.m. – 12:35 p.m. = Breakout Session 3
A.  ESG Focus in the Boardroom
B.  Private Company: Techniques for Attracting, Rewarding and Retaining Employee Talent
C.  What Should General Counsels and Boards Expect, and Be Asking for, Regarding their IR Function?
D.  #METOO Comes to the Boardroom; #Times Up Ignoring the Issue: Governance issues and Board Oversight in a New Era 
E.   Cross-Border Director and Officer Risk Issues: Legal and Reputational Risk

12:40 – 1:30 p.m. = Lunch (with Guest Speaker) Dr. Daniel Diermeier, Provost, U. of Chicago

1:30 p.m. = Closing Remarks   


Thurs., Oct. 25, 5:30 – 6:45 pm, COMP., at The UChicago - Gleacher Center, Room 621, 450 N. Cityfront Plaza Drive, Chicago, IL.  Doors will open 30 mins before the event begins = Any unclaimed seats will be released 10 mins before the event begins.  Please arrive early to claim your seat.  Thanks to our friends at The Becker Friedman Institute Sara Cook, Sr. Events Mgr.; Karen Anderson, Sr. Dir. Policy, Commun., & External Affrs; Erik Hurst, Deputy Director, and at, The Institute of Politics David Axelrod, Executive Director.

“Have We Learned Anything From The 2008 Financial Crisis?”

The collapse of Lehman Brothers in September 2008 sent shockwaves throughout global markets and economies, marking the start of the global financial crisis. With the Dow dropping over 500 points in a single day, the US economy was well on its way to recession. The G.W. Bush Administration’s Emergency Economic Stabilization Act was quickly passed in October to stabilize the banking system, creating the $700 billion Troubled Asset Relief Program (TARP), through which the Bush Administration recapitalized the nation’s banks to save the U.S. financial system from collapse. The Obama Administration’s American Recover and Reinvestment Act followed in 2009 to help jumpstart the economy and reduce unemployment, and Congressional leaders later passed the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010, which changed financial regulation to improve financial stability.

Now, a decade later, what are the lasting impacts of the financial crisis on the U.S. economy? Looking back in the rearview mirror of fiscal policy, how effective were the responses to the crisis and how are they shaping financial markets today? And what should policymakers do to further strengthen the economy and prepare for future crises?

Join fellow CEO Roundtable Members, the Becker Friedman Institute, and the Institute of Politics in welcoming two distinguished policy leaders from the financial crisis in a conversation on what happened, what we learned, and what can be done to prevent a similar catastrophe from happening again.  Meet:
Barney Frank, former Chairman of the House Financial Services Committee (D-MA) and Co-sponsor of the Dodd-Frank Act
Henry M. Paulson, Jr., former U.S. Secretary of the Treasury (President G.W. Bush), Chairman of the Paulson Institute at the University of Chicago

This conversation will be moderated by Bethany McLean, contributing editor for Vanity Fair and former IOP Fellow.

If you cannot attend, please cancel your ticket order on Eventbrite so others may register.  Registration is required.
QUESTIONS?:  Please contact the Institute of Politics at or 773-834-4671.
Seating is limited.

REGISTER and more details:


Thurs. & Fri., Nov. 1 & 2, 11 am – 5 pm, & 8:00 am – 1:00 pm, COMP., (NO Lunch on day 2), at The Univ. of Chicago, Reynolds Club, Mandel Hall, 1131 E. 57th St., Chicago, IL 60637.  THANKS to our friends at the Becker Friedman Institute, Sara Cook, Sr. Events Mgr.; Karen Anderson, Sr. Dir. Policy, Commun., & External Affrs; Erik Hurst, Deputy Director.  Join fellow CEO Roundtable Members at this timely topic with super speakers.

“US – China Forum:  China’s Role in the Global Economy”



SAMPLE OF PANELISTS:  Hank Paulson, Robert Rubin, Max Sieben Baucus, Lars Peter Hansen, Brad Stetser, Zhou Wenzhong, Yiping Huang, Raghuram G. Rajan, Wang Yanzhi, Tom Pritzker, Michael Greenstone, Caroline Freund, Arif Rafiq, Ken Pomeranz, Wang Wen, Dali Yang.

Thurs., Nov. 1:
11:00 – 12 Noon = Registration and BOX LUNCHES AVAILABLE
12:00 – 12:10 pm = WELCOME by UChicago President, Robert J. Zimmer
12:10 – 12:20 pm = QUESTIONS about China’s Role in the Global Economy – Michelle Caruso-Cabrera, Contributor, CNBC
12:20 – 05:00 pm = FOUR PANELS / DISCUSSIONS with one 15-min. BREAK
05:00 – 05:30 pm = General Networking Reception – Hutchinson Commons

Friday, Nov. 2:
09:00 – 09:10 am = What Have We Learned?  BRIEF RECAP of DAY 1 – Daniel Diermeier, Provost, UChicago
09:10 – 09:25 am = Student Remarks and Introduction of Speakers
09:25 – 01:00 pm = THREE PANELS / DISCUSSIONS with one 15-min. BREAK; NO LUNCH PROVIDED
01:00 – 01:30 pm = WRAP-UP and ADJOURNMENT – Erik Hurst, V. Duane Rath Prof. of Ec., Booth; Dep. Dir. of the Becker Friedman Inst.



Wed., Nov. 7, 2018, 9:30 am - 4:15 pm, COMP., at Westin O'Hare, 6100 N. River Front Rd., Rosemont, IL, Thanks to our friends at SAP / 4HANA, Rondelle Springer, 978-450-0126; 

SAP 5 / 4 HANA Journey:  Strategies for Success


Mon., Nov. 12, 2018, 5:30 – 6:00 pm = Sign-in, 6:00 – 7:00 pm = Lecture, COMP. (No dinner), at UChicago Gleacher Center, 450 N. Cityfront Plaza Dr., Room 621, Chicago, IL 60611, YOU are invited by our friends at the Chicago Booth Initiative on Global Markets (IGM) - The Myron Scholes Global Market Forum, to hear Professor Eric Zwick.  THANKS to Peggy Eppink, Assistant Director, IGM,, 773-834-8029.  Eric will be speaking about:

“Tax Reform in the United States:  Know Unknows and Unknown Unknowns”

Professor Zwick will discuss the motivation for, the likely effects of, and the preliminary evidence from the business tax provisions in the 2017 United States tax reform.  



Tues., Nov. 13, 2018, 5:15 - 7:30 pm, Monthly Dinner Mtg. #287, at:  Baird & Warner Corp. HQ, 120 S. LaSalle St., 20th flr.

"Mid-Term Election Results - A Political Analysis and Likely Impact on Business" 

Speakers / Panelists:  Natasha Korecki, National Correspondent, POLITICO,; John Dunn, SVP / Partner, State Government Relations Group, McGuire Woods Consulting LLC - Chicago, 312-849-8118;; In addition to his legal practice, he assists clients with local, state and federal lobbying efforts. 

Invitation to speak accepted / Commitment to participate still pending:  


U.S. SENATOR Shelley Moore Capito was elected by the people of West Virginia to the United States Senate in 2014. She is the first female U.S. Senator in West Virginia’s history and was elected with the largest margin of victory for a Republican in state history – winning more than 62 percent of the vote and all 55 counties.
After serving West Virginia’s Second Congressional District in the U.S. House of Representatives for 14 years, and as a member of the West Virginia House of Delegates for four years prior, Shelley decided to run for Senate to be an even stronger voice for the Mountain State. She also saw an opportunity to restore order to a Senate stuck in gridlock for far too long.
Shelley believes that today's challenges demand bipartisan solutions and cooperation across the aisle to advance legislation that benefits West Virginia and the country as a whole.
Shelley serves on the Senate Appropriations Committee; the Commerce, Science and Transportation Committee; the Energy and Natural Resources (ENR) Committee; the Environment and Public Works (EPW) Committee; and the Rules and Administration Committee. This committee portfolio puts her in a strong position to create new opportunities in the Mountain State and fight for West Virginia coal, jobs, and families.


Thurs., Nov. 15, 11:30 am to 1:00 pm, COMP., at Morton’s The Steakhouse, 65 E. Wacker Place, Chicago, IL 60601; Thanks to our SAP Concur friends:  Jennifer Morris, Event Marketing Manager (external - Project),, Mobile: 510.566.2679; Landon Bickel, SAP Speaker, Sheila Johanneson,, Karina Soennichsen, (external  - Project),, Kelly.Clifford,, and, John Kronlokken, 

“Insights Event Series: Travel, Expense & Invoice Management Made Easy”

Join fellow CEO Roundtable-Chicago Members and other peers from small to mid-sized businesses from across Chicagoland to learn how a complete cloud-based solution captures your data and helps you gain visibility into company spending and grow your business.

Did you know that travel, expense and accounts payable add up to 65% of a small or midsize company's spending, on average?  Join us for an informative lunch where you'll learn how to cut travel, expense, and invoice report processes from hours to minutes.  Whether you have spoken with them in the past, or have never heard of SAP Concur, you are welcome to attend and see how they help companies like yours create a paperless expense and A/P process. 


Lunch will be provided with networking, hands-on activities, Q&A session, and a brief SAP Concur demo.  Seats are limited, so please REGISTER today.


Tues., Nov. 20, 2018, 1:00 - 7:00 pm, COMP., at:  City Winery, 1200 W. Randolph, Chicago.  Thanks to fellow Member, Tom Goldblatt, CEO, Ravinia Captial LLC,;

“Holiday Party"

Full Schedule of Events:
1:00 - 1:30 = Networking
1:30 - 3:00 = Informative and topical talks (see below)
3:00 - 4:00 = Interview of Norm Winer and Noteworthy Launch
4:00 - 7:00 = Networking party featuring hors d'oeuvres and drinks 


We are proud to release our line-up of distinguished and captivating speakers with their respective topics.  There is still some space left to register (as of 11/6) for this party.
1. $21 million fraud; $36 million recovery, By Bob Handler, Commercial Recovery Associates: Have you ever taken on a project and were not sure if you won or lost? Learn how Bob was able to use his experience as a receiver to convert what looked like a disaster situation for investors and creditors into an extraordinary recovery. Bob will also enlighten us on what the role of a receiver is and what special considerations need to be taken when principal parties have committed fraud.
Bob Handler: Turnaround and restructuring professional with over 25 years of professional experience in commercial financial transactions, as well as management of turnaround situations and other financially distressed financial matters.
2. How to turn loser companies into winners!, By Tom Goldblatt, Ravinia Capital:  In most cases, when a middle market company is in default and falling behind in it's vendor payments, a bank will look at cashing out it's collateral. Tom will explain why this is often a mistake and that there is a better way that benefits both creditors and business owners. He will present on how Ravinia Capital uses its methods and networks to turn companies that are losers to winners. To illustrate the case, Tom will use as an example a toy company that Ravinia was brought in on that was losing money and on the verge of liquidation.
Tom Goldblatt: Investment Banker for sales of companies, M&A transactions and capital options; Founder of Ravinia Capital LLC.

3. A 30 year versatile entrepreneur has taken over the TMA. What is his vision?, By Scott Stuart, TMA: 
4. Best practices to be Transaction Ready - Preparing for an exit or financing event early and with knowledge of your numbers, By Neal McNamara, Virtas Partners:
5.  The forces that prevent breakthrough performance, By Kobus Van Der Zel, Ravinia Capital Performance Improvement:
6. The biggest change in M & A this decade? For sure, it is the rapid growth of Reps and Warranty insurance. Why?, By Teddy Felker, Alera Group: 
7. How does a 100 year old anti-hate organization update its message for the 21st century? , By Matt Feldman, ADL:
8. The relevance of relationships in an overcrowded market, By Jeff Michalczyk, CIBC:

The explosive growth of streaming is driving a return to soaring music revenues - dominating both listener behavior and ad spending.
Chicago-based Noteworthy is uniquely positioned to seize this movement with its highly anticipated early 2019 launch.

About Noteworthy: 
Noteworthy is a curated streaming digital entertainment network, audio & video, offering a vast spectrum of music and live performances, as well as on-demand spoken word elements, including podcasts and interviews geared for discriminating fans of music, culture and the arts. Their target is elite global users with a more discerning perspective, and their goal is to attract supporters and friends to share this adventure.
You are invited to an introduction of this exciting new media company through an exclusive pre-launch conversation with Noteworthy Co-Founder and Chief Curation Officer, Norm Winer, in an interview by Mark Brunner, VP, Global Corporate and Government Relations at Shure Incorporated.  This will undoubtedly be an informative, engaging and spirited discussion!

About Norm Winer:
Best known for building WXRT Radio Chicago, America's foremost progressive adult rock station, Norm is a true music, media and business pioneer. Norm's leadership has driven consistent financial success and audience growth (1 million+ weekly listeners) through innovative partnerships, technological advancements and delivering first exposure to superstar artists for more than 35 years.


Tues., Nov. 27, 2018, 5:15 - 7:30 pm, at:  Baird & Warner Corp. HQ, 120 S. LaSalle St., 20th flr., Chicago 60603 (you can also enter this bldg. around the corner at 171 W. Monroe).  This is our December monthly dinner mtg early = consecutive monthly dinner mtg. #288, since 1991.   

“Economic Outlook – 2019” 

Speaker:  William A. Strauss, Sr. Economist & Economic Advisor, 35 yrs at The Federal Reserve Bank of Chicago, 230 S. LaSalle St., Chicago, 60604.  Bill is "back by popular demand" for the 6th time! 


SPEAKER BIO:  William A. Strauss, (312) 322-8151;, is a senior economist and economic adviser in the economic research department at the Federal Reserve Bank of Chicago, which he joined in 1982. His chief responsibilities include analyzing the current performance of both the Midwest economy and the manufacturing sector for use in monetary policy. 

He organizes the Bank's Economic Outlook Symposium and Automotive Outlook Symposium. In addition, he conducts industrial and manufacturing roundtables throughout the year.  
Strauss has taught as an adjunct faculty member at Loyola University Chicago and Webster University in Chicago. He currently teaches at DePaul University Kellstadt Graduate School of Business,

and at the University of Chicago Graham School of Continuing Liberal and Professional Studies. At the latter institution, he was named winner of the 2010 Excellence in Teaching Award

in the Business and Professional Programs.   He was recognized by the University at Buffalo as a Distinguished Alum in 2012.
His research papers include analysis of the manufacturing sector, the automotive sector, the Midwest regional economy, the trade-weighted dollar, business cycles and Federal Reserve payments operations.  Strauss has been interviewed on numerous television and radio shows and quoted in the major business magazines and newspapers. He has also provided testimony concerning manufacturing issues to the U.S. Senate.  He is a past president of the Chicago Association of Business Economists; a past board member for the National Association for Business

Economics; a member of the National Business Economics Issues Council; a member of the Dean’s Advisory Council for the University at Buffalo; a member of the Advisory Board f

or the Center of Excellence on Human Capital, Technology Transfer and Economic Growth and Development, a member of the Advisory Council for the University of Illinois at

Chicago’s Center for Economic Education; a member of the Economic Advisory Committee for the Council on Competitiveness; a board member of Global Interdependence

Center; and a member of the Council of Great Lakes Governors Maritime Advisory Committee.
Strauss earned a B.A. in economics and geography from the State University of New York at Buffalo, and an M.A. in economics from Northwestern University. He is a Certified Business Economist™ (CBE), the certification in business economics and data analytics developed by the National Association for Business Economics. It documents a professional’s accomplishment,

experience, abilities and demonstrates mastery of the body of knowledge critical for a successful career in the field of economics and data analytics.


Thurs., Dec. 6, 2018,from 8:00 am – 10:30 am, COMP., targeted at highlighting issues for the General Counsel, CIO, Chief HR Officer and members of their teams, on such topics as:  Benefits, Corporate Labor & Employment, Litigation and Real Estate, the use of technology in law, Privacy/Data Security, Managing in the #metoo Environment, and Blockchain/Cryptocurrency

in business; presented at Seyfarth Shaw LLP, 233 S. Wacker Dr., Suite 8000, Chicago, IL 60606, by a panel of Seyfarth Chicago subject matter experts:

“Seyfarth Legal Forum:  2018 Highlights and a Look Ahead to 2019 - a multidisciplinary overview of Legal Hot Button issues and Best Practices"

8:00 a.m. - 8:30 a.m. Breakfast & Registration
8:30 a.m. - 10:00 a.m. Panel Presentation
10:00 a.m. - 10:30 a.m. Breakout Sessions

NOTE:  There is no cost to attend but registration is required and seating is limited


If you have any questions, please contact Fiona Carlon at and reference this event.  

Seyfarth Shaw LLP is an approved provider of Illinois Continuing Legal Education (CLE) credit. This seminar is approved for 2.0 hours of CLE credit CA, IL, NY, NJ and TX. CLE Credit is pending for GA and VA. HR professionals: please note that the HR Certification Institute accepts CLE credit toward re-certification.


Tues., Dec. 11, 2018, 10 am Chicago Time, or after on demand, COMP., KEPNER – TREGOE (K-T) Webinar, a nice, free follow-up to our amazing 90-minutes of IN-PERSON training with K-T at our monthly dinner meeting on Tues., Nov. 14, 2017:  Executive Summary of:  “Decision Making” (part of their $1,900 world-renowned, “Decision Making and Problem Solving” 3 - 4 day

workshop = The single most important, practical training I ever received in my career.) presented by 20-year K-T veteran, Expert Trainer / Super Speaker,

Michael Curran-Hays, C: 717-571-0487;;;  We’re working to arrange

another of these IN-PERSON, executive-summary, training sessions with K-T, which drew rave reviews in Nov., 2017. 

“2 New Ways to Learn and Apply KT Problem Solving”

Because it is important that our clients have access to the finest problem-solving tools on the market, we’ve developed 2 NEW digital apps that make KT problem-solving portable while extending the opps for both indivs and teams to enhance their skills.  Take us up on this invitation to learn about these new KT applications.
• KT Solve is a browser-based tool that allows users to leverage KT process, store records in the cloud then, access them from any device anywhere in the world. A free version is included for KT workshop participants with premium versions available offering advanced features.
• KT eLearning is a self-paced modern learning platform accessible from any device that offers learners access to fresh KT tutorials to deepen and refresh their knowledge of KT’s processes.
What you will learn:
• How the design of KT Solve accelerates an individual’s learning experience and reinforces the use of KT process back on the job.
• Through examples of KT’s new eLearning content learn how this platform can be utilized to deepen the skills of new KT workshop participants past as well as to refresh problem-solving skills of past KT grads.
• We’ll show a sneak peek of new KT products to be released in 2019.

: . 

Join Jason O’Neill, Head of Global Training services with Kepner-Tregoe, and Wayne Stottler, Manager of Product Development with Kepner-Tregoe, as they demonstrate the device agnostic tools of KT Solve, a browser-based application to use KT process in the cloud and KT eLearning, a self-paced modern learning platform.​