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  -  

Call Us Now:
 (312) 399-1901





Mon., Dec. 2, 2019, 4:30 - 7:45 pm,
300th consecutive monthly mtg., at "The Fed", followed by a celebration dinner at BIG BOWL
Meeting hosted by The Federal Reserve Bank of Chicago, 230 S. LaSalle St. 
https://www.chicagofed.org/  THANKS to our friends 
at The Fed., especially, Bill Strauss, for his many years of generous, gracious service to The CEO Roundtable!

4:30 - 5:00 pm = SECURITY CHECK-IN, enjoy a walk thru "Money Museum"
5:00 pm SHARP - 6:20 pm = "Economic Outlook 2020" (including Q & A)  
6:45 - 7:45 pm = DINNER at BIG BOWL REST., 60 E. OHIO ST. (NW Corner)
(Cab to BIG BOWL, 
https://www.bigbowl.com/chicago/ = 1.3 mi. from The Fed.)

“Economic Outlook – 2020” - with Bill Strauss, Senior Economist & Economic Adviser

37 years at The Federal Reserve Bank of Chicago, 230 S. LaSalle St., Chicago.  Bill is "back by popular demand" for the 8th time! 



REGISTER:  https://www.ceoroundtable-chicago.com/next-dinner-register---pay.html

SPEAKER BIO:  William A. "Bill" Strauss, (312) 322-8151; 
William.Strauss@Chi.FRB.orghttps://www.chicagofed.org/people/s/strauss-william-a, 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. 




​Wed., Jan. 23, 2019, Monthly Dinner Mtg. #289, 5:15 - 7:30 pm, at:  Wipfli's Corp. Offices, 1 N. Wacker Dr., 17th flr., Chicago, IL 60606; 312.341.0100; 
https://www.wipfli.com/, A multi-discipline professional services firm:  230+ partners, 1,900+ associates, 49 US offices, 2 India offices, ONE Firm.

"THE NEW TAX LAW UPDATE:  Its Significant Impact on Individuals, Corporations, Flow Through Entities, and Trusts / Estates" 

Larry Horwich, Partner, CPA, CVA, ABV, Wipfli LLP, 1 North Wacker Dr., Suite 1700, Chicago, IL 60606; 312.341.0100; LAH@Horwich.com


Ms. Robin Linklater, CPA, Mgr., Tax Dept., Tinley Park Office,

708-614-1166; RLinklater@wipfli.com
Rich Salter, Partner, CPA, JD, LL.M., Lincolnshire, IL, office, 847-562-4605; 

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


​Thurs., Jan. 31, 2019, 4:00 - 7:00 pm, COMP., at Deloitte Offices, 111 S. Wacker Drive, Chicago, IL 60606; THANKS to our friends at IAOP, Nicole Dumont,

Program Liaison; Amanda Safdar, Managing Director of Global Events and Member Services; and, the Chicago Chapter Leadership team.

“Navigating the Future of Work”

Media coverage on the future of work focuses on the rise of the robots—everything from “Robots will take our jobs, how terrible!” to (slightly less prevalent) “Robots will free us from drudgery, how wonderful!” Lost in the noise is a recognition that the future of work involves a much broader set of issues. 
The accelerating use of robotics, cognitive technologies, and artificial intelligence in the workplace is an issue whose impact will almost certainly be more complex than many foresee. It’s time to focus on aligning priorities and actions in an age of experimentation. Every worker and every leader will need to prepare and make choices about how to act when faced with the new and the uncertain. How will we choose to navigate the future of work?

3:45 – 4:00 = Arrival and Registration / Sign-in / Networking
4:00 – 5:00 = Speakers – Blue Prism – positioning Digital Labor

as an additional sourcing option alongside off-shore and on-shore delivery models
5:00 – 5:45 = Discussion with US-based national Retailer on their Digital Labor experience
5:45 - 7:00 = Networking Reception sponsored by Deloitte Consulting and Blue Prism
About IAOP
Collaborative partnerships are an integral piece of the successful strategy for nearly every organization in the world. For well over a decade, IAOP has been the association that professionals working in these strategic relationships - like outsourcing, Global Business Services, and more - count on to keep them informed, educated, and above all, connected to the resources and people they need to succeed.
IAOP members have full access to exceptional events, a vibrant community, practical and compelling content and essential tools that empower and inspire. Members expand their network of peers who face the same challenges and can help find solutions; advance their careers by taking advantage of a wide range of professional development opportunities; network with decision makers at in-person events; gain visibility for their businesses by contributing their subject matter expertise IAOP's Knowledge Center;  grow their client lists by tapping into IAOP's highly-engaged community and set their organizations up for success by empowering employees with access to practical, problem-solving resources. For more information visit http://www.IAOP.org.


Wed. – Thurs., Feb. 20 – 21, 2019, at The Four Seasons Hotel – Chicago, 
$550 Conf. fee waived for Members of The CEO Roundtable, THANKS to our longtime

Member and Board of Director, Rick Mason, Partner at McGuire Woods; Presented by McGuire Woods LLP and RSM US LLP.

“16th Annual Healthcare & Life Sciences Private Equity & Finance Conf.” at The Four Seasons Hotel–Chicago, 120 E. Delaware Place

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 the premier two-day healthcare-focused private equity, lending and finance conference as we continue to explore new ways to successfully close transactions and achieve growth.  This year’s conf. will again include presentations by companies seeking investment or financing. 

http://www.healthcareprivateequity.com/agenda  (visit for regular updates)

* James Carville is a seasoned TV personality and political commentator who makes regular appearances on major news networks including CNN, MSNBC and Fox News. Carville earned his political prowess after working as the lead strategist for Bill Clinton’s successful 1992 presidential campaign. He went on to work as an adviser for foreign campaigns including Tony Blair’s 2001 campaign for prime minster before settling in as a political commentator featured in popular U.S. print publications, TV networks and radio shows. Carville is now a highly sought-after political speaker for annual conferences, political events and leadership summits.

* Monica Mehta is a finance expert who offers cultural commentary on money — how it impacts the economy, politics and our ability to lead entrepreneurial lives. She is currently a managing principal at Texas-based Seventh Capital, with 20 years of experience as a principal investor. Mehta is a regular commentator on the economy for Real Time with Bill Maher, CNBC, CNN, HLN, Fox News, Fox Business, PBS, MSNBC, Bloomberg TV, ABC News and The Adam Carolla Show.

*Ari Fleischer, Former White House Press Secretary, political commentator, president of Ari Fleischer Communications.  As former White House press secretary, Ari Fleischer was the primary spokesperson for President George W. Bush.  He delivered the daily White House briefings from 2001 to 2003, and served as a spokesman during the presidential recount, 9/11, two wars, and the anthrax attack.  Since leaving the White House, Fleischer is a FOX News contributor and appears frequently on the leading political and news shows.  View complete biography = http://media.mcguirewoods.com/events/2019/2019-HCPE-Ari-Fleischer-Bio.pdf  

Top 6 Things Not to Miss at This Year’s Conference
1. Keynote Speakers:  James Carville, Ari Fleischer, Monica Mehta *Due to extenuating circumstances, we have slotted a new keynote speaker for this years’ conference, James Carville, and we look forward to hearing from him. We hope to have Ezra Klein join us in the future. 

2. Women in Private Equity  At our third annual networking breakfast advancing and connecting women in private equity, connect with other women in the industry and hear insights from keynote speaker Monica Mehta.
3. Fireside Chat With DuPage Medical Group  We will have an intimate conversation with the CEO of DuPage Medical Group and investment partner Summit Partners about their multispecialty practice platform story.
4. Company Connection Opportunities  Healthcare, life sciences and biotech companies seeking capital or otherwise wishing to be highlighted will be presenting at the conference. However, if you fit this criteria, your organization can still be featured and included in our conference materials. Please complete the company overview survey form by Feb. 18.
5. Four Substantive Program Tracks  The conference offers unlimited combinations of programming to suit the unique interests of you and your organization. View the agenda to start planning your schedule now.
6. Excellent Networking Opportunities  Meet fellow attendees during strategically timed coffee breaks, at the first-night cocktail party, over two lunches and while enjoying the beautiful space. To view an attendance list for the conference, click here.

Who Should Attend:  Private equity funds, senior and mezzanine lenders, investment bankers, C-level executives, consultants and principals in the healthcare and life sciences industries. 

REGISTER:  CEO Roundtable Members have this info.  You must send an email with all of the following required info:  First and last name, Title, Co. Name, Mailing address, W & M ph. no.s, Email address, and state your status as a Member of The CEO Roundtable, SEND TO:  CEO Roundtable MEMBERS have this address.

Our CEO Roundtable Members’ Host: 
Rick Mason, Partner, McGuire Woods, Longtime Member of The CEO Roundtable and Board Member; 312-750-3527; RMason@McGuireWoods.com; Richard represents significant business interests in transactions and litigation, with a strong concentration in the areas of business insolvency and debtor-creditor relations. He has extensive experience representing a range of clients in business matters throughout the United States and overseas.  https://www.mcguirewoods.com/people/m/richard-j-mason-pc 

Event Co-Chairs:
Amber Walsh, Partner, McGuire Woods; Amber is chair of the firm's Healthcare Dept. She focuses on corp. healthcare transactional work & regulatory matters. Her experience includes representation of various types of healthcare providers incl. hospitals, health systems, dialysis facilities, multi- & single-specialty medical practices, specialty hospitals, ambulatory surgery centers, and a variety of healthcare industry entrepreneurs, in sales & M&A, joint ventures, gen. corp. matters, contracting, securities, and regulatory matters. Connect with Amber Walsh on LinkedIn®

Geoff Cockrell, Partner, McGuire Woods; Geoffrey serves as the co-chair of the firm's private equity group. He has a wide scope of experience spanning mergers and acquisitions, senior and mezzanine lending, venture capital investments and private equity fund formation.  Connect with Geoff Cockrell on LinkedIn®

Visit the blog:  https://www.thehealthcareinvestor.com/ = insights on issues and trends that impact investments in healthcare and life sciences businesses.


​Mon., Feb. 25, 2019, 5:15 - 7:30p, Monthly dinner mtg. #290, at Multiple, Inc., 845 W. Washington Blvd., 5th flr., Chicago, IL 60607; Hosts: Andy Eltzroth, CEO,

Multiple, Inc., O: 312-846-6944; Andy.Eltzroth@MultipleInc.comhttps://MultipleInc.com; and Bob, Cerone, CEO Roundtable-Chicago

Board of Director, C:  847-514-8067; RCerone@CognosHR.com   

"Not Everything That Counts Can Be Counted" – this talk will cover the value of intangibles — from human behavior to brands. 

Multiple, Inc., is a strategic design firm based in Chicago, Atlanta, and Vancouver.  Multjiple, Inc., helps clients drive intentional change by designing

change by designing and advancing brands, services, and products.  

Speaker:  Dave Mason, 
https://multipleinc.com/company/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 symbolic in 2010.  He Co-founded Chicago/Vancouver/Atlanta-based Multiple Inc. in 2013.

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


Tues., Feb. 26, 4:00 - 6:00 pm, COMP., Happy Hour Cocktail Reception at RPM Steak, 66 W. Kinzie St. (400 N. X 66 W.), Chicago.  This invite is from our friends at Dell Boomi, who help “build the connected business.”  Today organizations need to move with increased agility and insight to grow and thrive.  Boomi provides the foundation on which your business can evolve and innovate.  According to a recent survey by Vanson Bourne, connected businesses are far outpacing their competitors.

“Happy Hour Cocktail Reception at RPM Steak” – at RPM Steak, 66 W. Kinzie St.

CEO Roundtable Members are invited to join Dell Boomi for a Happy Hour Cocktail Reception, at RPM Steak.  This event is an opportunity for you to learn about Dell Boomi’s innovative platform; ask questions of and provide feedback to their Management Team, and to speak with Boomi customers who are using the Dell Boomi Unified Platform successfully in Chicago.  Please register to secure your spot for this exclusive cocktail reception.

REGISTER:  https://boomi.com/event/small/chicago-usergroup/?mkt_tok=eyJpIjoiWW1ZME1tRXpZMk5tTTJaayIsInQiOiJneGQ0VnlCTVBxczBWSU91SFU4SVB1TWEwWHdzOFNHRFM4dGNxdFFBQ25wNkhRZ0dJWWw4MW5HanQ1WEhneHhmQzJSSEZpTFwvYmtyRXlqWnZvWGxxcGFKUFArSWc4eER2UU9VZVlEcEYydWt1OHQwRG43SVwvako1UlhMTTVvRzhmIn0%3D​


Tues., March 12, 2019, 12:30 – 4:30 pm, immediately followed by our monthly dinner #291, COMP., at LondonHouse Chicago, 

312-357-1200; ​85 E. Wacker Dr. X Michigan Ave., Chicago IL 60601; Invite from our CEO Roundtable Gold Sponsor, 2015 and 2016, Tableau Software.  

This event is sponsored by Tableau in partnership with Slalom, and Snowflake.  CEO Roundtable Members’ monthly dinner will immediately follow

the event happy hour that ends at 4:30 pm.  We’ll then have a light dinner together at LondonHouse.

“2019 Top 10 Business Intelligence Trends – Chicago”

Business intelligence is rapidly evolving – what works today, may not tomorrow – let alone next year. Tableau interviewed some of our fastest growing and most innovative customers, data visualization experts, and industry leaders to identify 10 influential trends—from artificial intelligence (AI) to ethical data practices, and we want to share that valuable info with you.
Join fellow Members, along with Tableau Software and partners Slalom and Snowflake, for a free event to learn how these emerging trends will impact your business, and deep

dive into some the most impactful trends. Stay for happy hour to network, explore new product features, and get your questions answered by Tableau experts.  

CEO Roundtable Members will adjourn to dinner following the happy hour for their monthly dinner.  
Attend this free in-person event to learn more about what these trends mean for you.

Who should attend?  If you answer yes to any of these questions, this event is for you:
Do you work with data?
Do you struggle to share analytics quickly?
Do you want to network with other people who are interested in business intelligence and data visualization?


12:30 - 1:30 - Check in
1:30 - 2:00 - Welcome + Trends Overview
2:00 - 2:30 - How Cloud Data Migration Drives Analytics Adoption
2:30 - 2:40 - Break
2:40 - 3:10 - The Rise of Artificial Intelligence
3:10 - 4:30 - Happy Hour + Demos (CEO Roundtable Members will gather at 4:30 pm at the Happy Hour.)
4:30 - 6:00 - CEO Roundtable Members’ monthly (light) dinner at LondonHouse, or nearby. 
REGISTER for the Tableau presentations:  https://www.tableau.com/community/events/2019-top-10-business-intelligence-trends-chicago-2019-03-12 
REGISTER for the CEO Roundtable Members’ dinner:  Send Sandy an email that you’ll attend a light dinner.  SandyWeissent@CEORoundtable-Chicago.com
Parking:  Garage parking will be available for $15-$30; Valet parking is also available for $30
Featured Speakers:
Mary Grace Glascott, Senior Product Marketing Manager, Tableau
Mary Grace is a Senior Manager in Tableau’s Product Marketing group, focused on the company’s technology partnerships.  She’s spent the last 8 years focused on B2B enterprise software, where she led product marketing, content marketing, and analyst relations at technology companies including Narrative Science and IBM.

Brad Ganas, Sales Engineering Manager, Snowflake
Brad is a Presales and Information Management professional with 20 years experience in the Data Warehousing, Business Intelligence and Analytics industry. He’s among the first Presales Engineers at Snowflake and currently manges the North Central Sales Engineering team.

Mike Burger, Practice Director - Data & Analytics, Slalom
Mike has over 12 years of experience helping clients iteratively deliver end-to-end data and analytics solutions. He believes all data solutions should focus on clear business outcomes and takes pride in helping clients balance solution governance while sustaining innovation.

Kevin Chaplin, Practice Director - Data & Analytics, Slalom
Kevin is a project leader dedicated to sharing thought leadership, delivering successful client projects, and helping to breakdown the most complex problems to obtainable goals.  He is also a father of three, handyman and lifelong technology consultant, and founded the North Chicago Tableau User Group. ​


​Fri., March 15, 7:30 – 10:30 am, COMP., at Kirkland & Ellis, 300 N. LaSalle St., Chicago; This invite from fellow Member, Tom Goldblatt, CEO, Ravinia Capital, 

www.raviniacapitalllc.com, Ravinia Capital LLC is an independent financial advisory and investment bank in Chicago specializing in sales and capital raises

including debt refinancing, mergers and acquisitions advisory, and helping clients develop and execute strategic alternatives. Ravinia helps company owners

discover and implement the best strategy to enhance value through a company sales process or debt and equity raise.  Whether it's to maximize proceeds

from a sale, fund new investments in growth, enable a succession plan, or just buy additional runway in a tough time, we can help.  

“What’s The Deal With Deals – 2019” – event held at Kirkland & Ellis, 300 N. LaSalle St., Chicago

CEO Roundtable Members are invited to join Ravinia Capital for their annual conversation and networking breakfast, “What’s the Deal with Deals?” co-hosted by RSM.    
With their esteemed panel members, Ravinia Capital will review the outlook for acquisitions and lending and provide a look forward to the remainder of 2019. Our panels will get beneath the numbers to provide insights into what is really going on in the market and what middle market deal professionals should expect for the future.


7:30-8:00 = Networking Breakfast
8:15 = Welcome by Tom Goldblatt
8:15-10:30 = Panel Discussions and Q&A

Mergers and Acquisitions Panel:
William Spizman (Moderator), Partner, RSM US LLP
Susan Beth, COO, NRD Capital Management
Walter Florence, Managing Partner, Frontenac
Andrew Greenberg, CEO, GF Data® 
Alex Mazer, VP, Big Shoulders Capital 

Lending Panel:
Tom Goldblatt (Moderator), Managing Partner, Ravinia Capital LLC
Martin Battaglia, CEO, Encina Business Credit
Stephen Christ, Executive Director, J.P. Morgan
Ted Koenig, President and CEO, Monroe Capital
William Stapel, SVP Director, MB Business Capital

"What's the Deal with Deals?" is directed at commercial bankers, private equity professionals, investment bankers, alternative lenders, transaction attorneys, and other lending or acquisition professionals who are seeking deeper insights into understanding the markets.  Please join us.

Contact / Questions:  David Bergal, Ravinia Capital LLC, 551-795-4769, 

REGISTER:  Info sent to Members.


Wed., Mar. 20, 3:00 – 6:00 p.m., (small fee), Carlucci Rosemont, 6111 North River Road, Rosemont, IL.  This invite from ITA and CITCA.

“Chicago’s International Trade Commissioners:  What They Do, and What They Can Do for You”

Panel discussion and networking reception sponsored by the International Trade Association of Greater Chicago in collaboration with the Chicago International Trade Commissioners’ Assn. (CITCA) and SelectChicago.  Collectively, the 50 CITCA members (from more than 40 countries) represent a wealth of international business

expertise as they seek to promote bilateral trade & investment opportunities between their respective countries and the Midwest.  The purpose of this meeting

is for select CITCA members to describe their role and to advise on how best the Midwest business community can utilize them as resources. 

Panelists include: Beatriz Vivas, Consul General of Argentina; Jose Luis Cabascango, Trade Commissioner, Trade Office of Ecuador; Dr. John Gatto, President, FrankfurtRheinMain Corporation (Germany); Winchell Cheung, Director, Midwest, Hong Kong Trade Development Council; Marco Saladini, Trade Commissioner, Italian Trade Agency. 

Following the panel discussion there will be a networking reception with the panelists and many other CITCA members to promote a clearer understanding of what they can do for your international business. 

COST:  ITA/GC & CITCA Members - $25; Non-members - $50. 

REGISTRATION & information, please see:  http://calendar.itagc.org/docs/ITAGC_Calendar_10759.pdf;  or  e-mail:  rsvp@itagc.org


Tues., April 9, 2019, Monthly Dinner Mtg. #292, 5:15 - 7:30 pm, at:  Habits at Work, 61 W. Hubbard St., Suite 300, Chicago, IL 60654; 312-890-3223; 
Thanks to our friends at “Habits at Work” 
https://habitsatwork.com/; Andrew Sykes, CEO & Founder, Andrew@HabitsAtWork.com,

@SykesAndrew; andrewsykes1; and Tia Pappas, Head of Business Development & Partnerships, Tia@HabitsAtWork.com,

435-820-2331, linkedin.com/in/tiapappas, and their entire terrific, professional team. 

“The Habits of High Performance Sales and Customer Success” - with Andrew Sykes speaking!

In this talk we’ll share some of the overlooked daily habits of the best, brightest and most productive customer success and salespeople, and show why replacing bad habits with these superstar habits will transform your close rates, average time from contact to close and the engagement and retention of your high-performers.  It’s not what your people know, it’s actually doing what they know to do that makes all the difference. Habits are the key to unlocking your company’s profitable growth.

Andrew Sykes' Bio:
Andrew is an author and adjunct lecturer in the Kellogg Business School Executive Education team and is part of the Kellogg Sales Institute.  He grew up, and later qualified as the youngest actuary at the time, in South Africa. There, he built one of the country’s largest healthcare consulting businesses. He has since lived, worked and run businesses on six continents.  He is now settled in Chicago, where he and his team at Habits at Work have spent the last 15 years researching which habits make the biggest difference to high-performance in customer success and sales, and helping companies to activate these habits within their teams.

REGISTER:  https://www.ceoroundtable-chicago.com/next-dinner-register---pay.html


Thurs., May 9, 2019, COMP., Cocktail Reception: 5:00-5:30 PM, Program: 5:30-6:45 PM, at The Gleacher Center, Room 621, 450 North Cityfront Plaza Drive, Chicago, IL 60611; THANKS to our friends at “BFI” = The Becker Friedman Institute for Economics at The University of Chicago, in particular:  Cara Cook, Sr. Events Mgr., 773-834-1233; CaraCook@UChicago.edu; Karen Anderson, Sr. Dir. Policy, Commun & External Affrs, M: 202-492-8269; Erik Hurst, Dep. Director, and a frequent, past speaker at CEO Roundtable events.

“Super-Star Firms, Monopolies, and Productivity:  Are We in a New Gilded Age or a New Rust Age?”

Join fellow CEO Roundtable Members and The BFI for a downtown Chicago roundtable discussion featuring Steven Strongin, The Goldman Sachs Group, Inc.; Chad Syverson, Chicago Booth and Co-Director of BFI Industrial Organization Initiative; John Van Reenen, MIT Department of Economics and Sloan School of Management; and moderated by Soumaya Keynes, The Economist.  BFI brings together researchers from the entire Chicago Economics community, including the Booth School of Business, the Kenneth C. Griffin Department of Economics, the Harris School of Public Policy, and the Law School, to foster novel insights on the world’s most difficult economic problems. By leveraging robust data and cutting edge analytical tools, BFI researchers have the potential to play a significant role in meeting the most difficult challenges facing the global community. 

REGISTER:  https://bfi.formstack.com/forms/conversation_strongin_syverson_vanreenen_keynes

​​Mon., May 13, 6 - 8 pm, COMP., at The Westin O’Hare Hotel, 6100 N. River Rd., Rosemont, IL 60018.  You are cordially invited, by our friends at The Institute for Management Accountants, Inc. (IMA) and Sam Walker, Director, Business Development, to join the Chicago area's top accounting and finance leaders at an invitation-only event.

“Join Senior Finance Leaders at IMA’s Corporate Recognition Dinner Event” - featured speaker, John S. McGaw, Partner, Ernst & Young

IMA will be recognizing local companies for having high performing accounting and finance teams, as well as, for applying best practices in the work that they do.  Caterpillar and Walgreen and Company will be among these companies.  You will have an opportunity to hear John McGaw of Ernst & Young, Americas Accounting Change and Revenue Recognition Leader at EY, speak about the future of finance and the rapid changes that are impacting senior accounting and finance leaders and their teams.

John S. McGaw, Partner, Ernst & Young BIO:  I am an EY Partner and leader of the firm’s Americas Accounting Change Program.  In my role as the Americas Accounting Change Leader, I guide our teams to help clients operationalize accounting changes by providing pragmatic, service line-agnostic solutions in revenue recognition. As accounting standards continue to evolve, my experience developing cross-functional teams and innovative technologies supports our position to help companies turn challenges into business benefits.  With a career spanning over two decades as a global client service partner, I have a proven record of helping clients effectively and efficiently navigate financial reporting, operation and compliance risks associated with accounting change, M&A activity and other business change matters.   Prior to joining EY, I served on the accounting advisory services national leadership team for KPMG and was responsible for coordinating professional services in more than 40 markets around the world.

Please join us for an opportunity to engage with other CFOs, vice presidents, and controllers in discussions about key issues that organizations of all types and sizes are facing today. There is no cost for CEO Roundtable-Chicago Members to attend and registration is limited. 

5:45 pm = Registration Opens
6:00-6:30 pm = Time to get food and drink and network
6:30-7:10 pm = Featured speaker with Q & A time
7:10-7:30 pm = Recognition of Companies being Honored
7:30-8:00 pm = Networking and Wrap-up

REGISTER TODAY = contact Sam Walker at:  (678) 640-5027, or, SWalker@imanet.org

IMA, Inc., 10 Paragon Dr., Ste. 1, Montvale, NJ  07645; 800-638-4427 or 201-573-9000; CMA®| You’ve got to earn it. 


Tues., May 14, Monthly Dinner Mtg. #293, 5:15 - 7:30 pm, at:  McGuire Woods LLP, 77 W. Wacker Dr., Suite 4100, Chicago, IL 312-890-3223; 
Thanks to our friends at McGuire Woods, in particular, longtime Member and Board member, Rick Mason, Partner, 
RMason@McGuireWoods.com; 312-750-3527.

“How to Effectively Hire and Manage a Lawyer” 

with speaker, Rick Mason, UChicago Booth MBA; Notre Dame Law School, JD; U. of IL, Urbana-Champagne, BA with High Honors; Named to 
BEST LAWYERS in AMERICA, Illinois SUPERLAWYERS, Co-Chair of the Insolvency Section of the International Bar Assn.; 36-yrs an Adjunct Law Professor.


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

REGISTER:  https://www.ceoroundtable-chicago.com/next-dinner-register---pay.html


Tues., May 21, 5:30 - 7:00 pm, at ORBIT MEDIA, 4043 N. Ravenswood, Suite 316, Chicago, IL 60613 – brought to you by our friend, Andy Crestodina, CEO, Orbit Media.

“Wine & Web:  Selling 101 for Marketers (How to Sell When You Aren’t a Salesperson)

Whether or not the word sales is on your business card, we all have to sell. Whether it’s our ideas to our colleagues, projects to prospective clients, 
or ourselves to employers or potential partners, knowing the framework for effective selling will create huge returns. 
It will also help you understand what our partners in sales are trying to do. Let’s take the ick out of sales:  

- Understand how psychology affects how we buy and therefor how we should sell
- Create the foundation of a simple 3 step sales process you can use for anything
- Learn how to position your ideas and ask for commitment without being pushy


5:30 - Networking, pizza, wine
6:00 - Presentation and Q&A
7:00 - Finish up

REGISTER:  (Free for Orbit clients, use promo code “CLIENT”; NON-Clients = $15 food, wine, mtg. fee)


Thurs., May 23, 11:00 am to 1:00 pm, COMP. Lunch mtg., at Beatrix River North, 519 N Clark St, Chicago, IL 60654; http://beatrixrestaurants.com/beatrix/river-north/ (Parking will be validated through the Aloft Hotel, 515 N. Clark St.).  Thanks to our friends at SAP Concur, and, Jennifer Morris, SAP Concur Event Marketing Manager, Jennifer.Morris02@SAP.com

“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! 

11:00 am to 11:30 am:  Registration and networking
11:30 am to 1:00 pm:  Presentation and lunch 

REGISTER:  https://go.concur.com/chicago-insights-event-series-register-smn-0519.html?pid=email&cid=invite3


Thurs., June 6, 2019, 8:30 am – 5:30 pm at Convene, 16 W. Adams, Chicago, IL 60603

“MicroStrategy Symposium Series:  The Next Wave, HyperIntelligence™”

Join your peers and learn how other enterprise organizations are using the latest tools from MicroStrategy to become a more Intelligent Enterprise.
If you're a systems, business, or finance analyst, or if you’re just looking to gain greater insights from your enterprise data resources, then this event is a must attend. You’ll experience HyperIntelligence™, the breakthrough technology where contextual answers find you—no clicks required. You’ll also learn about transformation mobility applications, the benefits of federated analytics, and the latest innovations in technologies such as NLQ, voice, and machine learning.

You will also have the opportunity to:
Learn how to get more from the tools you love, on the platform you trust
Chart your roadmap to a more Intelligent Enterprise
Hear from customer speakers, sharing their transformative journey with MicroStrategy 

REGISTER:  https://events.microstrategy.com/events/microstrategy-symposium-chicago/registration-a0483a73550f40a5a8313b3a28d92d90.aspx?fqp=true

AGENDA / SPEAKERS:  http://events.microstrategy.com/events/microstrategy-symposium-chicago/event-summary-a0483a73550f40a5a8313b3a28d92d90.aspx


Wed., Thur., Fri., June 5, 6, 7, 2019, (Hosts have a $1,000 FEE) at Revel Fulton Market, 1215 W Fulton Market, Chicago, Illinois 60607; Thanks to our Friends at 
The Chicago Council on Global Affairs, for this invite with the 2019 Pritzker Forum, and The Financial Times, who will host a discussion of:

“The City of Chicago ‘Resilient Chicago’ Road Map - for a resilient future” - based on recommendations from the North American Climate Summit.

This 3-day event has a $1,000 fee from The Chicago Council on Global Affairs.

AGENDA:  https://www.cvent.com/events/2019-pritzker-forum-on-global-cities/agenda-4d2a0894179344a38d2a2b13637aa6cb.aspx
SPEAKERS:  https://www.cvent.com/Events/2019-pritzker-forum-on-global-cities/speakers-4d2a0894179344a38d2a2b13637aa6cb.aspx

REGISTER:  https://www.cvent.com/events/2019-pritzker-forum-on-global-cities/registration-4d2a0894179344a38d2a2b13637aa6cb.aspx?fqp=true    


​Wed., June 12, 2019, COMP., 8a = Regstrtn & Brkfst, 9a – 5:15p = Conf., immed. followed by a "5:15 pm Networking Reception" = ALL these IBM events at Venue SIX10, 610 S. Michigan Ave., Chicago 60605; 
https://venuesix10.com/.  Thanks to our friends at IBM, David Jenness, IBM, WW Portfolio Marketing Mgr, Enterprise Content Mgmt, & Sarah Greening, Event Coord., among others!

CEO Roundtable Members will gather at the “5:15 pm Networking Reception” and walk 2 minutes to a nearby restaurant for monthly dinner #294. (dinner = 5:45 – 7 pm, at “Thai Spoon & Sushi,” 601 S. Wabash Ave. (= 2 minute walk from 610 S. Michigan Ave.), (872) 484-1850, http://www.thaispoonsushi.net/.) 
REGISTER for this monthly dinner at Thai Spoon & Sushi, BEFORE Mon., 5pm, June 10:  Send SandyWeissent@CEORoundtable-Chicago.com an email with your contact info and plan to attend = for our restaurant reservation and space planning! 

“IBM’s Automation 2019 Chicago” – part of IBM Worldwide Events

Everyone is talking about Automation. Whether it’s Artificial Intelligence, Robotic Process Automation, Intelligent Workflow, Decision Management, or Cognitive Capture, the new Digital Workplace is bursting with opportunities to disrupt your competition, empower your employees and engage with customers. Are you ready to take advantage?

Automation 2019 is a full-day event that will offer a complete picture of the state of the Digital Workplace and a clear vision for the role of intelligent automation – where it is today, and where it’s headed tomorrow. This free event will present client-led presentations, detailing authentic customer use cases from financial services, public sector, healthcare, telecom, and retail. You’ll have access to the leading thinkers on intelligent automation, see the newest technology being used by today’s leaders, and learn the strategies and methodologies that assure successful applications.

You’ll even be able to put your hands on a keyboard and experience for yourself how these tools can make your employees into modern knowledge workers that can deliver real business benefits to your organization and better results to customers.
Don't wait to get started on your Automation journey! Register today at no cost for this one-day Automation 2019 experience.  I look forward to meeting you there! 

AGENDA at Venue SIX10:
8:00am: Registration and Breakfast    //    9:00am: Welcome and Opening Remarks
9:40am: IBM Digital Business Automation Roadmap and Strategy - Mike Gilfix, IBM VP of Digital Business Automation
10:15am: Client Success Panel moderated by Kramer Reeves, IBM Director of Digital Business Automation Marketing
11:00am: Coffee Break in the Business Partner Solution Center
11:30am: Breakout Session #1:  Technical Track | Business Track | Client Success Track
12:20pm: Lunch with Partners
1:20pm: Breakout Session #2:  Technical Track | Business Track | Client Success Track
2:10pm: Breakout Session #3:  Technical Track | Business Track | Client Success Track
3:00pm: Coffee Break with Partners
3:30pm: Breakout Session #4:  Technical Track | Business Track | Client Success Track
4:20pm: Breakout Session #5:  Technical Track | Business Track | Client Success Track
5:15pm: Networking Reception at Venue SIX10 = CEO Roundtable Members will gather at the “5:15 pm Networking Reception” and walk 2 minutes to a nearby restaurant for monthly dinner #294. (dinner = 5:45 – 7:15 pm, at “Thai Spoon & Sushi,” 601 S. Wabash Ave. (= 2 min. walk from 610 S. Michigan Ave.), (872) 484-1850, http://www.thaispoonsushi.net/.) 

REGISTER for this monthly dinner BEFORE Mon., 5pm, June 10 = Send SandyWeissent@CEORoundtable-Chicago.com an email with your contact info and plan to attend = for our restaurant reservation and space planning

REGISTER for this IBM Conf:  www.ibm.com/events/2019/AutomationChicago  

Parking:  Discounted parking is available with Venue SIX10 validation at Grant Park South Garage, also known as Millennium Park South Garage, underground garage located on Michigan Ave. between Van Buren and Adams Streets (325 S. Michigan Ave).

Questions about this event, please contact Sarah Greening at:  sarahg1@us.ibm.com
We look forward to having you join us for this great event!  The IBM Automation 2019 Team, David Jenness, Manager, Communications and Communities, IBM Digital Business Automation; 917 439 9554; DJenness@us.ibm.com, and, Tim Blackwood, IBM WW Events, Austin, TX (Market Research)​
​ =========================================================================================================================================================================

Mon., June 17, 5:15 – 7:30 pm, Monthly Dinner Mtg. #295, 5:15 - 7:30 pm, at Sandy Weissent’s home, 1415 N. Dearborn Pkwy, 28th flr. Party Room,

Chicago Gold Coast Dinner & FREE Parking in the bldg. (Get parking stickers from Sandy at the dinner.) 

“Brainstorming & Planning for the Future of The CEO Roundtable-Chicago”

5:15 - 6:15 pm = Arrivals, Networking, Catered Dinner & Drinks
6:15 - 7:30 pm = Discussion re The CEO Roundtable-Chicago's future
7:30 - ?? pm = Optional additional social – networking by the rooftop pool

REGISTER:  Registration opens the day after our previous monthly dinner mtg. in May.


Thurs., June 20, 10 am – 5:30 pm, FREE, at The UIC Forum (new Forum name = “Isadore & Sadie Dorin Forum, Chicago: 
forum.uic.edu), 725 W. Roosevelt Rd., Chicago, IL, (312) 413-9875.  This INVITE from our friend at The Show Producers, Erik Eitelman, Sales Exec., (212) 404-2345,  Erik@TheShowProducers.com, (212) 404-2345. 

“The Small Business Expo” - http://www.thesmallbusinessexpo.com

Ignite your entrepreneurial spirit at America’s BIGGEST business-to-business trade show, conference & networking event of the year! Small Business Expo helps small business owners, start-ups and entrepreneurs like you take their business to the next level.

REGISTER:  https://www.eventbrite.com/e/small-business-expo-2019-chicago-registration-50788987228

Small Business Expo is America’s BIGGEST & most anticipated business-to-business networking event, trade show & conference for business owners, entrepreneurs, start-ups, decision-makers or anyone who works for a small business or is interested in starting a Small Business.  
Small Business Expo is a FREE one-day event to attend for small businesses to network, build new business relationships, participate in cutting-edge and business-building workshops/seminars, exchange ideas, shop for new vendors and learn from leading industry experts. If you are serious about starting or growing your business, Small Business Expo is a "MUST ATTEND" event for you.  Hosted in 17 major cities across the Country, Small Business Expo is the #1 Business to Business Networking Event dedicated to helping Small Business Owners take their business to the next level.


There are upgraded premium badges that include benefits like Reserved Seating, Lead Scanner, Beer & Biz Happy Hour Bar & other perks (see below Badge Chart).
If you would like to be a Sponsor or Exhibit at Small Business Expo, please call us at 212.404.2345 or VISIT OUR EXHIBITOR INFO PAGE. 

Network with thousands of businesses, entrepreneurs & start-ups
Attend 25+ Business workshops & seminars to help your business grow
Fast-paced speed-networking sessions to make new contacts quickly
Learn about new cutting-edge products and services
Establish hundreds of new & valuable contacts
Interact with the movers and shakers of your industry.
Leave the show with a wide array of qualified and targeted sales leads  

Any qualifying participant (i.e., not a minor) can attend Small Business Expo. We encourage anyone that currently operates/owns a small business or anyone that works for a small business to attend.
If you don't currently own a small business or work for a small business, that's okay too! Small Business Expo is the perfect place for you to come learn how to start & grow your own business. We have FREE workshops & seminars about building your own business, an exhibitor hall with great products/services to help you, speed networking & more!
Whether you are already an established business, a start-up, a Fortune 100 or anything in between, if you love small business, we want to see you at Small Business Expo.

CLICK HERE To start building your own personal schedule! You don’t want to miss out on these wonderful sessions, Workshops, Speed Networking, Main Stage Presentations, AND MORE! Start planning your day at Small Business Expo now! 

The Show Producers is a NYC based Film, Theatre & Live Events Production Co. that produces the Small Business Expo, and other major events around the country.  

More info, or to Sponsor or Exhibit, please call us at (212) 404-2345, or visit us online at:  TheShowProducers.com.



Thurs., June 27, COMP., 2 - 4 PM = Hands-On Lab, and, 4 - 5 PM – Happy Hour and Follow On Discussions, at Google - Building US-CHI-FLMK, 320 N. Morgan St., #600, Conf. Rm: "Android," Chicago, IL 60607 = https://bit.ly/2YLHvlV.  Thanks to our friends at NetApp and the Google Cloud Team:  fellow Booth ’05 Alum, Apurv Anand, NetApp Director – Marketing Analytics (Chicago), Krish Ellath, NetApp Sr. Dir. of Business Engagement (Cupertino, CA), and Erin Milbrandt, NetApp Field Marketing Manager (Minneapolis, MN), Erin.Milbrandt@netapp.com

"Bits and Beer" - Hands-On Lab for NetApp Cloud Volumes Service for Google Cloud

The event is getting close, and we wanted to remind you to bring your laptop or device to gain the full Hands-On Lab experience. Please also bring a government-issued photo ID.  

Add this event to your calendar: https://bit.ly/30CgJOj

REGISTER:  https://www.netapp.com/us/forms/live-events/cvs-google-cloud-hands-on-lab-series-engage-email.aspx?linkId=100000006640127 

Parking:  The garage entrance can be found on the north side of the building, just off of Morgan street.

Lobby:  A registration table will be set up in the lobby near the security desk. Guests will pick up their badges and then be escorted to the elevators 

and taken up to the 6th floor and directed to the Android Conference room.
Join us in the Cloud - Inspire Innovation with the Cloud


Thurs., June 27, from 5:00 to 8:00 PM CDT, SOCIAL / NETWORKING / BENEFIT EVENT at Ravinia Capital LLC, 185 N. Franklin St., 5th floor, Chicago, IL 60606; THANKS to Tom Goldblatt, Managing Partner, tgoldblatt@raviniacapitalllc.com, and Member of The CEO Roundtable-Chicago.  Networking, food, and more…!!

“Ravinia Capital Party to Benefit Nonviolence Chicago" - co-hosted by Big Shoulders Capital and PPL Group 

In addition to being a great opportunity to socialize and find business referrals, we will learn about the good work being performed by the Institute for Nonviolence Chicago. They are using principles, practices, and teachings of nonviolence to prevent shootings in our city. 
The party will be on Ravinia Capital’s fifth floor patio and will feature drinks, food, and live music from Greg Shultz's band.  Let us know if you will attend! 

REGISTER:  https://events.r20.constantcontact.com/register/eventReg?oeidk=a07ega6vcqf7c1cc1d7&oseq=&c=3ebf06b0-5273-11e3-a1ac-d4ae5275dbc8&ch=3efab020-5273-11e3-a1e6-d4ae5275dbc8

DRIVING DIRECTIONS:  https://www.google.com/maps/dir//185+N+Franklin+St+5th+Floor,+Chicago,+IL+60606/@41.885365,-87.7052146,12z/data=!4m8!4m7!1m0!1m5!1m1!1s0x880e2cb9d818f9af:0xb481de2caddba900!2m2!1d-87.6351747!2d41.8853863

Info on Nonviolence Chicago and to Donate:  www.nonviolencechicago.com    Donate Now!
Info on Ravinia Capital:  www.raviniacapitalllc.com
Info on Big Shoulders Capital and PPL Group:  www.bigshoulderscap.com and www.pplgroupllc.com

Questions:  David Bergal, Dbergal@RaviniaCapitalLLC.com   


Friday, July 12, 7:15 - 10 pm:  Members' SOCIAL Outing = COMP. / BYOB & picnic treats, at Millennium Park Jay Pritzker Pavilion, 201 E. Randolph, Chicago 60601 = 
part of the Grant Park Summer Music Festival www.grantparkmusicfestival.com/ .  For the 8th year, The CEO Roundtable-Chicago is excited to host a 
summer socialat Jay Pritzker Music Pavillion in Millennium Park.  It will be an evening of Grammy, Tony, and Academy Award winning music, including 
songs from The Lion King, Wicked, The Phantom of The Opera and more, plus tributes to Marvin Hamlisch and John Williams.  Lawrence Loh 
will be the featured conductor along with the Grant Park Orchestra and Broadway veterans Susan Egan and Dough La Brecque. 

"A MUSICAL TRIBUTE TO BROADWAY & HOLLYWOOD’S BEST" at Millennium Park, Pritzker Pavillion, Chicago

7:15 – 7:30 pm = MEET in the narrow, walkway entrance to the lawn = about 50 yards directly East of “The Bean.”  
Then SETTLE, EAT & ENJOY THE MUSIC on the lawn in your chairs and/or on your blankets!  
We’ll provide NAMES and CELL #’s to those who register so you can communicate! 

8:00 – 10:00 pm = CONCERT PERFORMANCE

COST:  FREE = BYOB / Picnic treats

REGISTER:  Send SandyWeissent@CEORoundtable-Chicago.com your plans to attend, before 5 pm, on Thurs, 07/11/19, to be included in the group communications. 

Join fellow CEO Roundtable Members and your guests for this pleasant night and music of favorite Broadway tunes in Jay Pritzker Pavilion. 


Sat., July 27, 4:15 - 6:15 pm, COMP., on the Chicago River from Chicago Boat Rentals / Estate Ultra Bar, 1177 N. Elston Ave., Chicago (parking in lot along river)

 "ANNUAL PONTOON PARTY BOAT -  SOCIAL"  ("SOLD OUT" = Now taking names for Waiting List = in case of cancellations.) 

This is one of our Members' favorite "socials" on the beautifully restored Chicago River in our own, private, self-driven, pontoon party boat.  Chat with fellow Members while you casually cruise 
to the famous Chicago River / Lake Michigan "Locks", see Chicago's incredible architecture (old and new), journey to Chinatown, and venture around "Goose Island" - all from the unique 
vantage point of the Chicago River surface!  Members BYOB and pass around their own delicious, homemade treats and drinks of various kinds - always a great time together!  

REGISTER:  ASAP = THIS SELLS OUT QUICKLY! = Send your name, title, co. name, home address, email address, and cell ph. no. (REQUIRED for 
the rental co. "passenger manifest.") to:  SandyWeissent@CEORoundtable-Chicago.com 


Tues., July 30, COMP., from 10 am – 12 Noon, at “Hamburger U.” (Old McDonald’s Campus), 2715 Jorie Blvd., Oak Brook, IL 60523 – Thanks to our friends at 
The Horton Group, Beth Sotelo, Marketing Operations Specialist, 708-845-3122; Beth.Sotelo@TheHortonGroup.com for this invitation to join them for:

“Marijuana and Corporate Policies and Procedures:  What Employers Need to Know”

As Illinois inches closer to the legalization of recreational marijuana use, the question becomes:  How should employers move forward with their drug policies?
Join fellow CEO Roundtable Members and other Chicago area Senior Execs for a timely event, where the presenters will help you understand how this change may impact your business.

REGISTER and more event info and speaker pictures and profiles:

·        How marijuana in the workplace (medical or recreational) impact employment in Illinois
·        Overview of state laws legalizing marijuana, focusing on Illinois
·        Overview of federal law and policy regarding marijuana
·        Concerns about the effect of state laws, which legalizes both medical and recreational use, including:
·        Employment policies including Substance Testing and Reasonable Suspicion Testing
·        Workers' compensation issues that may arise
·        Updates to company policies including the employee handbook

NOAH A. FRANK, SmithAmundsen LLC, and, ALEXIS MAIMONIS, SmithAmundsen LLC

Download Event PDF   CE Credits: 2.0 HRCI | SHRM 2.0 


Thurs., Aug. 8, from 9a – 5:30p, River North Business Assn. GOLF OUTING “LUAU” = $150 / player ALL-Inclusive @ Silver Lake CC, 14700 S. 82nd Ave, Orland Park, IL www.silverlakecc.com; 9 am = REGISTRATION & Driving Range Open; 10 am = SHOTGUN Start; 3:30 pm = Patio Grill Dinner Buffet, includes 2-hours open bar.
Thanks to our friends at The River North Business Assn. (RNBA), Ms. Marty Padilla, President, President@RiverNorthAssociation.com; 312-645-1047 x12, for this invite to join them! 

“2019 Luau Golf Outing - Silver Lake CC, Orland Park”

Date: Thurs., Aug. 8, @ 9a = Register, Range Open; 10a = Shotgun START; 3:30p = dinner+

REGISTER:  (see email to Members of The CEO Roundtable-Chicago)

  Event Description: 
Let's Luau!  Join the RNBA this year for a special Luau Golf Outing! Hosted at Silver Lake Country Club, the outing this year will be sure to impress. A day complete with golf, networking, entertainment, and delicious food and beverages! An opportunity to make valuable connections and have fun.  Come dressed in your best Hawaiian shirt!

For more event or sponsorship info, email:  Kyle Flynn:  Kyle@RiverNorthAssociation.com

Location:  Silver Lake Country Club, 14700 S 82nd Av, Orland Park 60462; w

Date/Time Info:  Thurs., Aug. 8, 2019:  9:00 AM = Registration, Driving Range Open; 10:00 AM = Shotgun Start; 3:30 PM = Patio Grill Dinner Buffet Including 
Strip Steaks & Chicken, includes Two-Hour Top-Shelf Open Bar until 5:30 pm
Contact Info:  Kyle Flynn:  Kyle@RiverNorthAssociation.com
Fees/Admission:  $150 Per Player, All Inclusive

REGISTER:  (see email to Members of The CEO Roundtable-Chicago)

*Clubs can be rented by the pro-shop if needed. Please contact Silver Lake Country Club.
*A portion of this events proceeds will go to benefit the River North Clean Streets Foundation. 


Thurs., Aug. 15, 8:00 – 11:00 am, Add to Calendar, at The Blossom Café, 8349 West Lawrence Ave., Norridge, IL 60706.  Thanks to our friends at 
onShore Security and Chicago Metrics, CEO and COO, Stelios and Nick Valavanis, and Marketing Mgr., Josh Eklow, at onShore, for this invite to:

“Brunch and Learn with a Cybersecurity Litigator”

onShore Security and Chicago Metrics would like to invite you to an informative and inclusive breakfast event. Start your day with us on August 15th at 
The Blossom Cafe at 8AM. Food will be provided and a presentation by Hillard M. Sterling, Partner at Clausen Miller P.C., will follow.
REGISTER and details:  https://www.eventbrite.com/e/brunch-and-learn-with-a-cybersecurity-litigator-tickets-66390729459

VIEW MAP:  https://www.eventbrite.com/e/brunch-and-learn-with-a-cybersecurity-litigator-tickets-66390729459#map-target

About the Speaker:
Hillard Sterling is a commercial litigator and trial lawyer with thirty years of experience bringing cases to successful resolutions through settlement, judgment, and verdict in tribunals across the country. Hillard brings a strategic, creative, and focused approach to his clients’ cases and disputes, and a wealth of litigation and trial experience at firms ranging from big law (Kirkland & 
Ellis, Arnold & Porter) to boutique. Hillard’s matters span the spectrum of commercial and insurance-defense matters, including professional-liability cases (defending agents, brokers 
and financial advisors), technology system-implementation disputes (representing vendors and customers), cyber matters (breach coaching and counseling clients on risk reduction), 
privacy cases (defending clients against allegations of wrongful disclosures and access), defamation claims (defending and bringing claims on behalf of private and public 
figures), intellectual property (defending against infringement allegations), and a panoply of other business disputes representing companies, shareholders and LLC 
members. Hillard has served as an expert commentator in print and broadcast media on breaking stories in the technology-law realm. He also  speaks at 
conferences across the country regarding a wide range of technology and cyber issues as well as other insurance-defense topics.


Wed., Aug. 21, 11a – 1p, COMP. LUNCH & Presentation at Soho House Chicago, 113-125 N Green St, Chicago, IL 60607, thanks to Jennifer Morris, SAP Concur.

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

SAP Concur is hosting a lunch event showcasing SAP Concur and Jennifer would love for you to join her!  Whether you have spoken with them in the past, or have never heard of SAP Concur, come 
see how they help companies create a paperless expense and A/P process.  Join your peers from small to mid-sized businesses across Chicago to learn how a complete cloud-based solution 
captures your data and helps you gain visibility into co. spending and grow your business.  Lunch will be provided with netwrkg, hands-on activities, Q&A session, and brief SAP Concur demo.

11:00 a.m. – 11:15 a.m = Registration & Netwrkg
11:30 a.m. – 1:00 p.m. = Presentation & Lunch

Complimentary Uber Rides:
No car? No problem! Upon registering for this event, you will receive Uber credit to get you to and from our event!   Claim up to $20 in Uber credit with promo code: eqa2ugp
(Tip: Once logged into Uber app, tap the menu icon in the top left corner. Tap ‘Payment’ in the menu and choose ‘add promo code’ to apply credit. This code is limited to one redemption per person and only valid the day of the event.) 

REGISTER:  Seats are limited, so please RSVP today = https://go.concur.com/chicago-insights-event-series-register-smn-0819.html?pid=email&cid=invite1


Wed & Thurs, Aug. 28 & 29, (We’ll have an August monthly dinner mtg. on Wed. eve. = SEE BELOW); COMP., $300 IDEAS Conf. Fee WAIVED for Members of The CEO Roundtable; Schedule Below, at The Gwen Luxury Hotel, 521 N. Rush St, Chicago; Thanks to our friends at Three Part Advisors, Steven Hooser, Partner, Senior 

Director & President of IDEAS Conferences, 214-872-2710; SHooser@ThreePa.com;  Our generous and gracious hosts would like to reiterate that ALL attendees 
need to agree to their attendee guidelines prior to reaching out for registration and note that they have a very strict no solicitation policy.  One differentiator 
that distinguishes this conference is they do not have corporate sponsors and stress to their presenting companies that only actual investors attend their 
events; i.e. they will not be solicited for other business while participating in their conferences.

On Wed. eve., Aug. 28, CEO Roundtable Members will gather at the IDEAS Conf. “5:00 pm Cocktail Reception” and walk 3 minutes to a nearby restaurant for an AUGUST monthly dinner mtg. #297. (dinner = 5:30 – 7 pm, at “Big Bowl,” 60 E. Ohio St., Chicago 60611, (312) 951-1888, bigbowl.com, = 3 min. walk from 521 N. Rush St.  

REGISTER for this August monthly dinner BEFORE Mon., 5pm, Aug. 26:  Send SandyWeissent@CEORoundtable-Chicago.com an email with your contact info and plan to attend = for our restaurant reservation and space planning!

 “10th Annual Midwest IDEAS Investor Conference” AND MONTHLY DINNER - One of our most popular events of the year!

This Independent Regional Investor Conf. brings together influential investors with underfollowed / underappreciated public companies’ CEOs and CFOs for in-depth scrutiny of the companies’ business models, their competition, their market strategies, their margins, their sector outlook and their general economic outlook, PLUS attendees in-depth, no-holds-barred Q&A.  The Presenting Company list is generated directly from the buy side investment community and from Three Part Advisors' independent research.

Wednesday, August 28, 2019, at The Gwen Luxury Hotel
7:00 AM - 8:00 AM         Registration and Sign In​​;
8:00 AM - 11:50 AM      Company Presentations​
11:55 AM - 1:05 PM      Keynote Lunch Program: TBD;
1:10 PM - 5:00 PM        Company Presentations​
5:00 - 6:00 PM  Cocktail Reception at The Gwen

CEO Roundtable Members will gather at the “5:00 pm Cocktail Reception at The Gwen" 
 and walk to a nearby restaurant for monthly dinner #297. (dinner = 5:30 – 7 pm, at 
“Big Bowl” 60 E. Ohio St., Chicago 60611, (312) 951-1888, bigbowl.com, = 3 minute walk from The Gwen.

REGISTER for this August 28, monthly CEO Roundtable dinner BEFORE Monday, 5pm, August 26:  Send SandyWeissent@CEORoundtable-Chicago.com an email with your 
contact info and plan to attend = for restaurant reservation and space planning!

Thursday, August 29, 2019, at The Gwen Luxury Hotel
7:00 AM - 8:00 AM        Registration and Sign In​​
8:00 AM - 11:50 AM      Company Presentations​
11:55 AM - 1:05 PM      Keynote Lunch Program: TBD
1:10 PM - 5:00 PM        Company Presentations​

CONFERENCE FORMAT:  There are 60 - 70 companies presenting over two days. Every presenting company will have a 30-min. group presentation with up to 3 companies presenting concurrently in separate rooms. 

LUNCH PROGRAMS & RECEPTIONS:  A lunch program with a keynote speaker is scheduled for each day and a cocktail reception is held after the first day of the conf. These events are open to both attendees and presenting companies and offer a great opportunity to network with investors.

REGISTER by Friday, Aug. 23, for COMP. attendance at this 2-day, Midwest IDEAS Investors Conf.:  CEO Roundtable Members send an email to Lacey Wesley, VP of Admin., IDEAS Conf., stating your status as a Member of The CEO Roundtable-Chicago, with your name, title, co. name, email address, and cell ph. no. to:  LWesley@ThreePa.com 


Thursday., Sept. 5, from 12 noon – 6 pm, COMP., at The Union League Club, 65 W. Jackson Blvd., Chicago, IL 60604-3598, 312-427-7800; https://www.ulcc.org/; Thanks to 
our friends at APTTUS.  Apttus, apttus.com, is an American b2b software provider specializing in business process automation.  Founder(s): Neehar Giri, Kent Perkocha, 
Kirk Krappe; David Murphy, Executive Chairman; Frank Holland, CEO; Ben Allen, CMO; Chris Bishop, Chief Delivery Officer. 

“APTTUS Exchange Chicago!”- An event to share strategies and use cases for CPQ, CLM, and Quote-to-Cash Solutions.

Spend an afternoon with Apttus learning how to maximize outcomes for the most critical operations of your business – generating revenue and managing key commercial relationships.  Roll up your sleeves alongside other members of the Apttus Community and learn proven strategies, product developments and use cases that drive your business forward in today’s digital economy.

12 noon – 1:00 pm = Registration, Lunch, and EXPO
1:00 pm – 3:00 pm = Keynotes, Customer Panel and Demos
3:00 pm – 4:30 pm = Two interactive learning breakout sessions dedicated to identifying roadblocks and measuring success
4:30 pm – 6:00 pm = Networking Reception and EXPO

REGISTER:  https://www.cvent.com/events/apttus-exchange-chicago/registration-00190623b80a4999a2df99a3dbff4f69.aspx?fqp=true

US Headquarters:  1400 Fashion Island Blvd, Ste. 100, San Mateo, CA 94404
Chicago Office:  1 N. Wacker Drive, Ste. 2410, Chicago, IL 60606


Fri., Sept. 13, 3:05 pm, COMP., at Wrigley Rooftops, 3609 N. Sheffield, Chicago, IL 60613; Thanks to our friends at LogicGate, 320 W. Ohio St., Floor 5E, Chicago, IL 60654, Meghan Piercy, Meghan.Piercy@LogicGate.com, 312-279-2775; https://www.logicgate.com/, and OnShore SECURITY, 1407 W. Chicago Ave., Chicago, IL 60647, 312-850-5200, www.onshore.com, for this invite for hosted drinks and all-you-can-eat ballpark fare while networking with your peers in GRC.  FOR MEMBERS IN CYBERSECURITY, GRC, and GDPR. 

“Take Me Out to the Ballgame!” – Cubs vs. Pirates

REGISTER:  https://www.logicgate.com/events/take-me-out-to-the-ballgame-presented-by-logicgate-onshore/

VENUE:  Wrigley Rooftops = 3609 N. Sheffield, Chicago, IL 60613 = https://www.wrigleyrooftopsllc.com/rooftop/3609%20N%20Sheffield

GDPR:  General Data Protection Regulation; GRC:  Governance, Risk and Compliance


Tues., Sept. 17, 5:15 – 7:30 pm, Monthly dinner mtg. #297, at Northern Trust, Ground Flr Global Conf. Ctr., 50 S. LaSalle St., Chicago, IL; THANKS to longtime CEO Roundtable-Chicago Member, John B. Leo, CFA, CPWA, Senior Vice President, Chief Investment Officer, Central Region, Wealth Management, Booth ’89, for hosting this elegant dinner meeting at Northern Trust every year!  O: 312-444-3924; jbl@ntrs.com; This is one of our most special evenings of the year!

“A Lot Can Happen In A Year” – What’s Northern Trust doing with its $11.3 Trillion in assets?

Last September, Northern Trust’s Senior Economist Ryan Boyle, Booth ’08, shared insights on the growth outlook for the global economy and the rising risks of trade confrontations.  One year later, the stakes are higher and tensions are tighter.  From local to international economics, Ryan will walk us through the challenges & opportunities ahead. Bring your questions for a lively Q&A.

5:15 - 6:15 pm = Arrivals, Networking, Catered Dinner & Drinks
6:15 - 7:30 pm = Presentation, Discussion, Q&A
7:30 - 7:45 pm = Optional additional social - networking

CEO Roundtable Dinner Menu
Italian Chopped Salad - avocado, red onion, tomato, crispy pancetta, gorgonzola & white balsamic
Mixed Field Greens - Vermont cheddar, dried cranberries, spiced pecans and cider vinaigrette
Crispy Duck Fat Potatoes - pecorino and sage
Asparagus - blistered tomatoes and roasted yellow peppers
Pan Roasted Ruby Red Trout - capers, lemon, parsley and tomato
Plantain Crusted Chicken Havana - mango and sweet red pepper sofrito
Strawberry Tres Leches Parfait - strawberry sauce and Chantilly cream

Speaker BIO:  Ryan James Boyle, VP & Senior Economist at Northern Trust, Booth ’08; Ryan travels the globe speaking for Northern Trust.  He is positioned 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. In addition, Ryan completed the Graduate School of Banking at the University of Wisconsin-Madison.

As of June 30, 2019, Northern Trust Corporation had:
$11.3 Trillion in assets under custody/administration
$8.5 Trillion in assets under custody
$1.2 Trillion in assets under management
$127 Billion in banking assets

“Northern Trust performed well in the second quarter of 2019 despite the impact of a mixed global macroeconomic environment. Net income was flat versus the prior-year quarter and improved 12% on a sequential-quarter basis, as revenue grew 2% and expense declined by 2%. We continued to have success in generating organic growth across our businesses, while also driving improved efficiencies. We generated a return on common equity of 15.9% during the quarter and returned $402 million to common shareholders through dividends and the repurchase of 2.9 million shares. During the quarter we announced our 2019 Capital Plan actions, which include increasing our quarterly dividend by 17% to $0.70 per share and the flexibility to repurchase up to $1.4 billion of common stock. We believe the capital distributions included in our plan demonstrate the strength of Northern Trust’s focused business model and balance sheet, as well as our commitment to shareholders,” said Michael O’Grady, Chairman and Chief Executive Officer.


Thurs., Sept. 26, 6 – 7:30 PM, (This HOST has a $25 fee) at College of Lake County - Southlake Campus, 1120 S. Milwaukee Ave., Vernon Hills, IL 60061

"Intellectual Property Basics for Small Businesses" - by Illinois Small Business Development & Int'l Trade Center

You may have intellectual property assets that need legal protection.  Attend and learn the basics of domestic and international intellectual property 
for start-ups and small businesses. We will review patents, copyrights, trademarks and trade secrets and learn how each are applied to protect a
business’s products, brands and operations. We will also discuss non-disclosure agreements, invention assignments as well as privacy policies. 
Additionally, we will discuss what resources are available in the IP world to those in financial need. Active Q & A is encouraged! 

REGISTER:  https://www.eventbrite.com/e/intellectual-property-basics-for-small-businesses-fall-2019-registration-61187060144?internal_ref=login#tickets

Instructor: Ben Rotman is a shareholder and registered patent attorney focusing on strategic intellectual property portfolio development and management with Rosenbaum IP, P.C., located in Northbrook, IL.

Date and Time: Thurs., September 26, 2019, 6:00 PM – 7:30 PM CDT

Location:  https://www.clcillinois.edu/aboutclc/locations/southlake, College of Lake County - Southlake Campus, 1120 S. Milwaukee Ave., Vernon Hills, IL 60061

HOST’s Refund Policy:  Refunds up to 1 day before event


Fri., Sept. 27, 2:30 - 6:45 pm, COMP., at Chicago-Kent College of Law, 565 W. Adams St., Chicago, IL 60661, Chicago-Kent College of Law, for the Tenth Annual American College of Bankruptcy 7th Circuit Education Cmte. Seminar.  Thanks to longtime CEO Roundtable Member and CEO Bd Member, Rick Mason, Partner, McGuire Woods.

“Do You Believe in Magic?” (...the "magic" of bankruptcy...)

Please join us for an informative and lively discussion of some of the more challenging issues that insolvency professionals contend with, including an analysis of topical issues like 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.  Everyone interested in these discussions—including financial advisors, attorneys, bankers and students—is welcome to attend.

REGISTER (enter link in your search engine):  https://email.perkinscoie.com/9/1642/landing-pages/rsvp-(prefill).asp?sid=blankform

Agenda Summary: 
12:30  - 12:45 pm = doors open, register, mingle
12:45 - 5:45 pm = Program, discussions, networking
5:45 – 6:45 pm = Reception:  Drinks & Hors d’ Oeuvres

Agenda & Speaker detail:  https://email.perkinscoie.com/9/1642/july-2019/event-invitation---oft-cn.asp?sid=9724af19-3c5b-4329-b984-0c63f6b7dfd9

If you have any questions or are unable to attend, please contact Cynthia Nawrocki:  CNawrocki@perkinscoie.com
Other Questions? Contact Dan Zazove:  DZazove@perkinscoie.com, or, Rick Bendix:  RBendix@raviniacapitalllc.com 


​Thurs., Oct. 10, 2019, 5:45 – 8:00 pm, COMP., Monthly Dinner = Two Receptions at “UChicago Partner” mtg. at The Palmer House Hilton, 
17 E. Monroe St., Chicago, IL 60603, with the UChicago Alumni Assn., Harper Lectures Series – Thanks to our friends at the Alumni Assn, 
Andrea Hodgman, Assoc. Director, AHodgman@UChicago.edu, 773-702-7149.  (600 registrations, so far) 

“How to Save a Constitutional Democracy” - Featuring Aziz Huq and Tom Ginsburg

AGENDA – Event Details:  (Arrive early!)
5:45 – 6:30 pm = Reception / Dinner:  Open bar beer & wine, Hors d’ oeuvres, Register & network
6:30 – 7:30 pm = Presentation and discussion
7:30 – 8:00 pm = Reception:  Desserts


According to a recent book by Tom Ginsburg and Aziz Z. Huq, How to Save a Constitutional Democracy (UChicago Press, 2018), we can no longer afford to be complacent about democracy in the United States. Drawing on a rich array of other countries’ experiences with democratic backsliding, the authors mount an urgent argument to show how

constitutional rules can either hinder or hasten the decline of democratic institutions. The checks and balances of the federal government, a robust civil society and media, and individual rights—such as those enshrined in the First Amendment—do not necessarily succeed as bulwarks against democratic decline. Rather, the Constitution’s design may make democratic erosion more likely. But we—and the rest of the world—can do better. Join Ginsburg and Huq to explore practical steps for how laws and constitutional design can play a more positive role in managing the risk of democratic decline.

Questions?  Contact Andrea Hodgman, Assoc. Dir., AHodgman@UChicago.edu, 773-702-7149.  

Two Speakers:  Aziz Huq is the Frank and Bernice J. Greenberg Professor of Law at the University of Chicago. His scholarship focuses on how constitutional design influences individual rights and liberties. It has appeared in leading law reviews, including flagship journals at Yale; Harvard; Stanford; Columbia University; the University of Chicago; the University of California, Berkeley; the University of Pennsylvania; the University of Michigan; Duke University; the University of Virginia; Northwestern; Vanderbilt University; and the University of Texas at Austin. He has also published in leading peer-reviewed journals in empirical legal studies, criminology, and social psychology. Recent pieces have won the Junior Scholars Paper Competition Award in Criminal Law from the Association of American Law Schools and have been selected for the Harvard/Stanford/Yale Junior Faculty Forum. In 2015 Huq received the Graduating Students Award for Teaching Excellence. He clerked for Judge Robert D. Sack of the US Court of Appeals for the Second Circuit and then for Justice Ruth Bader Ginsburg of the US Supreme Court. Before teaching, he led the Brennan Center’s Liberty and National Security Program and was a senior consultant analyst for the International Crisis Group.

Tom Ginsburg focuses on comparative and international law from an interdisciplinary perspective. He holds BA, JD, and PhD degrees from the University of California, Berkeley. Prior to How to Save a Constitutional Democracy, his books include Judicial Review in New Democracies (Cambridge University Press, 2003), which won the C. Herman Pritchett Award from the American Political Science Association (APSA); The Endurance of National Constitutions(Cambridge University Press, 2009), which also won a best book prize from APSA; and Judicial Reputation (University of Chicago Press, 2015). Ginsburg currently co-directs the Comparative Constitutions Project, an effort funded by the National Science Foundation to gather and analyze the constitutions of all independent nation-states since 1789. Before entering law teaching, he served as a legal adviser at the Iran-US Claims Tribunal in The Hague, and he continues to work with numerous international development agencies and foreign governments on legal and constitutional reform. He is a member of the American Academy of Arts and Sciences.


Mon., Oct. 28, 9 am – 11:15 am, COMP., at UChicago, The Oriental Institute Museum, Breasted Hall, 1155 E. 58th St., Chicago 60673, 773-702-9514, https://oi.uchicago.edu/visit/directions-parking.  There are limited seats for this program, and seats will be available

on a first come, first serve basis.  Thanks to our friends at UChicago, The Becker Friedman Institute.

“A Conversation with U.S. Senator, Lisa Murkowski” - Chair of the Senate Energy & Natural Resources Committee

In an era of divided government, there has been concern over Congress’s ability to reach compromise and pass legislation. With Democrats in the majority in the House of Representatives and Republicans in control of the Senate and the White House, progress has been limited. Senator Lisa Murkowski (R-Alaska) is one of only five women Republican Senators and is considered by many to be a key leader for forging compromise. Senator Murkowski has time and again made headlines for key votes on everything from healthcare to climate policy.  Join fellow CEO Roundtable-Chicago Members, the Becker Friedman Institute for Economics (BFI) and the Energy Policy Institute at UChicago (EPIC) for a moderated conversation with Senator Murkowski on issues facing the US economy and the environment. As Chair of the Senate Energy and Natural Resources Committee, Murkowski sits at the forefront of crucial decisions around the future of energy and environment policy in the United States on issues from the Green New Deal to oil and gas development on federal lands. Her work on a range of other areas offers a unique perspective on a wealth of key issues that will frame debates in 2020.  BFI and EPIC Director Michael Greenstone, the Milton Friedman Distinguished Service Professor in Economics, the College and the Harris School, will moderate the discussion. 

REGISTER:  https://bfi.formstack.com/forms/conversation_senator_murkowski

9:00 am – 10:00 am = Coffee, light breakfast available
10:00 am - 10:10 am = Welcome and Introductions
10:10 am - 10:55 am = Moderated Discussion
10:55 am - 11:15 am = Audience Q&A / End

The Hon. Lisa Murkowski, Chair, Committee on Energy & Natural Resources, U.S. Senate (R-Alaska)
Michael Greenstone (Moderator), The Milton Friedman Distinguished Service Prof. in Economics 
and the College, the Kenneth C. Griffin Dept. of Economics and Harris Public Policy​


Wed., Nov. 6, 5:30–6:00 pm = Reception and PIMCO Decision Research Labs Pop-Up Study, then, 6:00–7:00 pm, Lecture, followed by Q&A, at The Gleacher Center, 450 Cityfront Plaza Drive, Rm 621, Chicago.  This invite is compliments of our friends at The Center for Decision Research, Amy Boonstra, Exec. Dir.; Donald Lyons, Ops. Mgr., et al.

"Challenges and Opportunities of Behavioral Science in Business"

Behavioral teams have proliferated thru the private sector, from small consulting shops to major corporations like Walmart and Pepsi Co. Steve Wendel will present results from the largest survey of behavioral teams in the world, which he recently conducted with the Behavioral Science Policy Assn. He'll share an overview of how behavioral science is being applied, the landscape of job opportunities, and the key challenges these teams face.  Space is limited and registration is required.

REGISTER = Register Now at the link sent to Members.

SPEAKER:  Dr. Steve Wendel is a behavioral social scientist who studies how digital products can help individuals manage their money more effectively. He currently serves as the Head of Behavioral Science at Morningstar, a leading provider of independent investment research. At Morningstar, he leads a team of behavioral scientists and practitioners to conduct original research on savings and investing behavior, applies behavioral insights to Morningstar’s products and services, and frequently speaks with the media and industry groups on these topics.
Wendel is the author of two books on applied behavioral science. In his first book, Designing for Behavior Change (2013), he gives step-by-step instructions on how to develop products that help users take action: from exercising more to learning a new language. In his second book,  Improving Employee Benefits (2014), Wendel examines why employees fail to use their benefits and how behavioral economics can help.He is also the Founder and Chair of the nonprofit Action Design Network, which helps over 10,000 practitioners apply behavioral science research to product development through an annual conference and monthly events in ten cities across the United States.
Wendel holds a BA from UC Berkeley, a Master’s from Johns Hopkins-SAIS, and a PhD from the University of Maryland, where he analyzed the dynamics of behavioral change over time.


Thurs. & Fri., Nov. 14 & 15, 2019, Dinner Wed. = 5:30 – 8:30 pm, and, Conference Thurs. = 7:00 am – 1:30 pm, COMP., at Westin River North, 320 N. Dearborn St., Chicago, IL.  Thanks to our executive friends at Foley, Steven Barth, Milwaukee, Partner, (414) 297-5662; SBarth@foley.com, David J. Seno, Milwaukee, Partner, (414)

297-5555; DSeno@foley.com, et al.!  Join fellow CEO Roundtable Members, senior executives, and Board members from around the US.

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

​Thursday, November 14
5:30 p.m. – 6:30 p.m. = Cocktails and Hors d’oeuvres (Westin River North),
6:30 p.m. – 8:30 p.m = Dinner and Presentation of Board of the Year Awards (Westin River North)

Friday, November 15
7:00 a.m. – 8:00 a.m. = Registration and Breakfast

8:00 a.m. – 8:10 a.m. = Welcome: Steve Barth and Jessie Lochmann Allen, Foley & Lardner LLP

8:10 a.m. – 9:00 a.m. = Featured Speaker – Key Governance Trends in 2019 and 2020 
Patrick McGurn, Director of Strategic Research, Institutional Shareholder Services

9:15 a.m. – 10:30 a.m = Breakout Session I
10:45 a.m. – Noon = Breakout Session II

Noon – 1:00 p.m. = Lunch
Guest Speaker – Bownnie Reitz, Chairman of the Board, Airlines Reporting
Corporation – “How Your Board Can Help Instill A Culture of Customer Service.”

1:00 p.m. = Closing Remarks: Steve Barth and Jessie Lochmann Allen, Foley & Lardner LLP

REGISTRATION PROCESS / INFO:  Sent directly to CEO Roundtable-Chicago Members
View detailed info:  https://www.foley.com/en/insights/events/2019/11/2019-ndi-executive-exchange
For more info, please contact Karen Larkin at klarkin@foley.com


​Mon., Nov. 18, from 6:30 – 8:00 pm, COMP., at The Gleacher Center, 450 N. Cityfront Plaza Dr., Chicago, IL 60611.
Thanks to our friends at UChicago Booth. 

“Super Pumped – The Battle for Uber”

Award-winning technology reporter Mike Isaac in conversation with Chicago Booth's John Paul Rollert, Moderator.  Book signing to follow.

REGISTER:  https://www.eventbrite.com/e/super-pumped-the-battle-for-uber-tickets-72541630971

About this Event:
Award-winning technology reporter Mike Isaac's Super Pumped presents the dramatic story of Uber, the Silicon Valley startup at the center of one of the great venture capital power struggles of our time. Mr. Isaac will be in conversation with Chicago Booth's John Paul Rollert. Book signing to follow.  Books will be available for purchase at the event.

From the publisher:  
On June 2017, Travis Kalanick, the hard-charging CEO of Uber, was ousted in a boardroom coup that capped a brutal year for the transportation giant. Uber had catapulted to the top of the tech world, yet for many came to symbolize everything wrong with Silicon Valley.
Award-winning New York Times technology correspondent Mike Isaac’s Super Pumped presents the dramatic rise and fall of Uber, set against an era of rapid upheaval in Silicon Valley. Backed by billions in venture capital dollars and led by a brash and ambitious founder, Uber promised to revolutionize the way we move people and goods through the world. A near instant “unicorn,” Uber seemed poised to take its place next to Amazon, Apple, and Google as a technology giant.
What followed would become a corporate cautionary tale about the perils of startup culture and a vivid example of how blind worship of startup founders can go wildly wrong. Isaac recounts Uber’s pitched battles with taxi unions and drivers, the company’s toxic internal culture, and the bare-knuckle tactics it devised to overcome obstacles in its quest for dominance. With billions of dollars at stake, Isaac shows how venture capitalists asserted their power and seized control of the startup as it fought its way toward its fateful IPO.
Based on hundreds of interviews with current and former Uber employees, along with previously unpublished documents, Super Pumped is a page-turning story of ambition and deception, obscene wealth, and bad behavior that explores how blistering technological and financial innovation culminated in one of the most catastrophic twelve-month periods in American corporate history.

John Paul Rollert's teaching and research (Booth Assistant Adjunct Professor) focus on the intellectual history of capitalism, the ethics of leadership, and the application of empathy to law, business, and politics. He is also interested in the political economy and moral philosophy of Adam Smith.
A graduate of Harvard College, Rollert earned his JD from Yale Law School and a PhD from The John U. Nef Committee on Social Thought at the University of Chicago. Since 2005, he has taught courses at Harvard in ethics, politics, and leadership.  



Mon., Dec. 2, 2019, 4:30 - 7:45 pm, 300th consecutive monthly mtg. at "The Fed", followed by dinner at BIG BOWL at The Federal Reserve Bank of Chicago, 230 S. LaSalle St. https://www.chicagofed.org/  THANKS to our friends at The Fed., especially, Bill Strauss, for his many years of generous, gracious service to The CEO Roundtable!


4:30 - 5:00 pm = SECURITY CHECK-IN, enjoy a walk thru "Money Museum"
5:00 pm SHARP - 6:20 pm = "Economic Outlook 2020" (including Q & A)  
6:45 - 7:45 pm = DINNER at BIG BOWL REST., 60 E. OHIO ST. (NW Corner)
(Cab to BIG BOWL, https://www.bigbowl.com/chicago/ = 1.3 mi. from The Fed.)

“Economic Outlook – 2020” - with Bill Strauss, Senior Economist & Economic Adviser

37 years at The Federal Reserve Bank of Chicago, 230 S. LaSalle St., Chicago.  Bill is "back by popular demand" for the 8th time! 

REGISTER:  https://www.ceoroundtable-chicago.com/next-dinner-register---pay.html

SPEAKER BIO:  William A. "Bill" Strauss, (312) 322-8151; William.Strauss@Chi.FRB.org, https://www.chicagofed.org/people/s/strauss-william-a, 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.