CEO Roundtable 2013 Schedule: 


40 total dinner mtgs and other events:  $550 Annual dues, ALL-inclusive.

  • 11 monthly business dinner meetings (in 2013) with wine, etc., every SECOND TUESDAY.  (NO business dinner meetings in July and August.)
  • +30 FREE additional "Members' Social-Networking" events* and, FREE 3rd-party business conferences* throughout the year for Members.
  • In 2013, the year's total waived conf. fees = $1,800 per Member.  Our All-inclusive, one-time, up-front, annual dues were $475 in 2013. 


-----------------------------------------------------------------------------------------

Tues., Jan. 8,"THE NEWEST ECONOMIC OUTLOOK 2013"with Sr. Economist, Bill Strauss, of the Fed. Res. Bank of Chicago, and, "20-min. Q&A panel re:  THE NEW LAWS THAT AVOID THE FISCAL CLIFF”  (Dinner Mtg #231, 82 registrants)


-----------------------------------------------------------------------------------------

Tues., Feb. 12,"GUARDIAN AT THE GATE:  PRAGMATIC COMPLIANCE STRATEGIES FOR SMART COMPANIES”with Amy Manning, Managing Partner, McGuireWoods Law Firm, 2013 GOLD SPONSOR,and CEO Roundtable Member and McGuire Woods client, Donald Walther, EVP & General Counsel for the Heico Companies ($2.2B rev., 35 co.s).  (Dinner Mtg #232, 86 registrants)


-----------------------------------------------------------------------------------------

*Tues. and Wed., Feb. 26 and 27,“HEALTHCARE AND LIFE SCIENCES PRIVATE EQUITY AND FINANCE CONFERENCE” at Ritz Carlton – Chicago;$400 conf. fee waivedfor CEO Roundtable Members by our CEO Roundtable dinner meeting HOST:  McGladrey, and, by one of our 2013 GOLD SPONSORS, McGuire Woods.  Forrest Sawyer is the day 1, keynote luncheon speaker. 


-----------------------------------------------------------------------------------------

*Tues., March 5th, 4:30 – 6:30 pm:  Members are invited to a FREE, 3rd-party reception, hors d' oeuvres and drinks, and conversation withEdward Paul Lazear, Chairman of the Council of Economic Advisers for President George W. Bush:   “ARE WE HAVING FUN YET?”  Free valet parking at the entrance to the Gleacher Center, 450 N. Cityfront Plaza Drive,Courtesy of the UChicago Becker Friedman Institute for Research in Economics.  Ed Lazear served from Feb. 27, ‘06 – Jan. 20, ‘09; Preceded by: Ben Bernanke; Succeeded by: Christina Romer; "Ed" Lazear (born 1948) is an award-winning American economist, considered the founder of personnel economics, and was the chief economic advisor to President George W. Bush;Members ONLY.  bfi.uchicago.edu.  (40 RSVPs)


-----------------------------------------------------------------------------------------

Tues., Mar. 12:  "WEB MARKETING TODAY:  CONTENT STRATEGY FOR SEO, SOCIAL MEDIA, AND EMAIL MARKETING"with CEO Rndtbl Member, Andy Crestodina, is a co-founder and the Strategic Director of Orbit Media, an award-winning 30-person web design company in Chicago.  (Dinner Mtg. #233, 96 registrations)


-----------------------------------------------------------------------------------------

Tues., April 9:  "UPDATE ON COMMERCIAL BANKING - MARKET CONDITIONS, REGULATORY and CREDIT STANDARDS"with Member, "Meeting Manager" and Moderator:  Marsha Cruzan, President, USBank, a 2013 GOLD SPONSOR, Chicago Market, and her fellow expert panelists.  (Dinner Meeting #234; 85 Registrations)


-----------------------------------------------------------------------------------------

*Wed., April 10, 5 - 8:30 pm:"OPEN (Organization of Pakistani Entrepreneurs) FREE DINNER and PRESENTATION - WHO WE ARE, and, WHAT WE DO"  $50 dinner fee courtesy of Member, Navaid Abidi,President and CEO of Razor Hedge, and, President of OPEN, at Reza's Restaurant, 432 W. Ontario. 


-----------------------------------------------------------------------------------------

*Thurs. and Fri., May 2, and 3, FREE 3rd-Party Conf.,all day, TEDx Midwest,at The Harris Theatre at Millennium Park,$250 conference fee waived for 50 of our Members, courtesy of Member, Philippe Lavie,President, KeyRoad Enterprises.  ("SOLD OUT")


-----------------------------------------------------------------------------------------

Tues., May 14:  DAVID AXELROD,President Obama's presidential campaign chief strategist and manager in '08 and '12, and, Senior White House Advisor, now Executive Dir, of the new, nonpartisan, UChicago Institute of Politics, and, NBC News Political Analyst, re:  "THE LEADERSHIP and MANAGEMENT STORY BEHIND WINNING TWO U.S. PRESIDENTIAL CAMPAIGNS" (dinner mtg #235, 142 registrants)


-----------------------------------------------------------------------------------------

*Thurs., May 30th, 4:30 – 6:30 pm:  A FREE reception with hors d' oeuvres, drinks, and conversation withUChicago Booth Professor John Cochrane, on "Monetary Policy - Its History and Impact"at the UChicago Gleacher Center, 450 N. Cityfront Plaza Drive, 6th flr., Chicago, IL 60611.  Courtesy of UChicago Becker Friedman Institute for Research in Economics.


-----------------------------------------------------------------------------------------

Tues., June 11:  9:30 am - 4:30 pm:  FREE, CEO Roundtable, Peer subgroup, "ADVISORY BOARD" meeting, at McGladrey, One South Wacker, Conf. Rm. 8B. We discussed in detail with two different visiting experts, two different topics, critical to two of our Members.  We also discussed other topics important to other Members and toured the nearby penthouse offices of a Member.  


-----------------------------------------------------------------------------------------

Tues., June 11:  "GAME-CHANGING HEALTH CARE STRATEGIES FOR YOUR BOTTOM LINE"with Bd of Dir., and Mtg Mgr - Moderator:  Bob Cerone,President of Laurus Strategies and his panel of experts:  John Zern,EVP, Americas Health and Benefits Practice, Aon Hewitt,2013 GOLD SPONSORSand,Mike Christie,SVP of National Health Exchange Sales, Aon Hewitt.  (Dinner mtg #236; 86 registrants)


-----------------------------------------------------------------------------------------

*  Mon., June 24:  (First of 3 FREE) 2.5 hr, Lake Michigan BOAT CRUISE  aboard the NEW "Anita Dee II" Yacht, a big, 3-deck beauty. Board 6 pm SHARP. Navy Pier.


-----------------------------------------------------------------------------------------

*  Mon., July 8:  (Second of 3 FREE) 2.5 hr, Lake Michigan BOAT CRUISE aboard the NEW "Anita Dee II" Yacht, a big, 3-deck beauty.  


-----------------------------------------------------------------------------------------

*  Thurs., July 11:  First of 3 consecutive FREE Thursday buffet lunchesat The Signature Room, 95th flr., John Hancock bldg., 875 N. Michigan (8 RSVPs)


-----------------------------------------------------------------------------------------

*  July and Aug.:  GOLF OUTINGS and other "Members' Social-Networking Events and Outings" arranged informally by Members.


-----------------------------------------------------------------------------------------

*  Thurs., July 18:  Second of 3 consecutive FREE Thursday buffet lunchesat The Signature Room, 95th flr., John Hancock bldg., 875 N. Michigan (12 RSVPs)


-----------------------------------------------------------------------------------------

*  Fri., July 19:  30 FREE TIX to the CHICAGO WHITE SOX vs. ATLANTA BRAVESat US Cellular Field, 7:10 pm game; Courtesy of longtime Member, and AVID Sox fan, Mike Moebs, Economist and CEO of Moebs $ervices. ("sold out")


-----------------------------------------------------------------------------------------

*  Thurs., July 25:  Third of 3 consecutive FREE Thursday buffet lunchesat The Signature Room, 95th flr., John Hancock bldg., 875 N. Michigan  (14 RSVPs)


-----------------------------------------------------------------------------------------

*  Mon., Aug. 5:  (Third, FREE)  2.5 hr, Lake Michigan BOAT CRUISE aboard the NEW "Anita Dee II" Yacht, a big, 3-deck beauty.  Board 6 pm SHARP, Navy Pier.


-----------------------------------------------------------------------------------------

*  Tues., Aug. 6, 5:30 pm - 8:30 pm:  Board of Directors Meeting (Volunteers)


-----------------------------------------------------------------------------------------

*  Wed., Aug. 7, 10 am - 3 pm:  FREE, CEO Roundtable, peer group, "ADVISORY BOARD" meeting,at McGladrey, One South Wacker, Conf. Rm. 8A.  


TOPICS THIS MONTH:  (about an hour on each)  


1.)  A legal expert, Phil Tortoric, attorney at Katten Muchin, (a past HOST for CEO Roundtable dinner meetings!) will visit with us and detail the ROI of a captive insurance program:  how to set it up, how it works, how to account for it, our Q&A, etc., and describe how it worked for one of our longtime Members who has saved hundreds of thousands of dollars;


2.)  Another expert who is a Member of the CEO Roundtable, James "JB" Brewer, an MIT/Sloan MBA and CEO of Envision 401k Architects, will tell us what actions we should be taking to reduce our risks of unnecessary legal costs and bad PR that can arise from the unattended administration of our 401k program;


3.) Other important Members' topics, possibly including a discussion with a third expert on measuring the ROI of a branding campaign;


4.)  revisit past topics and our Members' progress working on them...  and, LUNCH al fresco, at Lloyds Restaurant.


-----------------------------------------------------------------------------------------

*  Wed., Aug. 14:  ALL Members and all guests FREE "CONCERT / BYO PICNIC at JAY PRITZKER PAVILION on MILLENNIUM PARK LAWN" = Valentina Lisitsa performing Rachmaninov 2nd piano concerto = 55 million hits on UTube!http://grantparkmusicfestival.com/2013-season/rachmaninov-second-piano-concerto


-----------------------------------------------------------------------------------------

*Tues., Aug. 27:  FREE, 3rd-party conf.  ALL Members invited.($300 conf. fee waived)theMidwest IDEAS Investor Conf., @ Gleacher Ctr,450 N. Cityfront Plaza Dr,  

http://www.threepartadvisors.com/#!midwest-ideas/c23f4.   Registration required;  instructions sent to Members;http://www.chicagobooth.edu/visit/gleacher/ 


-----------------------------------------------------------------------------------------

Tues., Sept. 10:  "ASSET EFFICIENCY:  STACKING THE ODDS IN YOUR FAVOR" ...a follow up to last year's, "THE RULES HAVE CHANGED:  A New (and Better!) Approach to Asset Allocation for Your Investment Portfolio."  Our host, CEO Roundtable Member, John Leo, Chief Investment Officer, Northern's Midwest Region, will present their outstanding dinner, wine, and speaker, Peter Mladina, SVP, Dir. of Portfolio Research.  Mtg at Northern Trust, 50 S. LaSalle, in Northern's elegant and legendary 6th flr., "Assembly Room."  (dinner mtg #237, 82 registrations)


-----------------------------------------------------------------------------------------

*Thurs., Sept. 12, 8:30 am - 11:45 am:  FREE, 3rd-party breakfast meeting,at The Signature Room, 95th flr., John Hancock bldg., 875 N. Michigan, sponsored by Info Week/IBM/Forrester Research:  "EXPERT IT:  ACCELERATE BIG DATA AND CLOUD WITH EXPERT INTEGRATED SYSTEMS"  ALL Members welcome to attend.  Registration required; instructions emailed to Members.  


-----------------------------------------------------------------------------------------

*Sat., Sept. 21, 6:30 pm:  FREE, ALL MEMBERS with ONE SIGNIFICANT OTHER GUEST, BBQ / COOKOUT = BYOB = first 50 who commit to attend,at the Riverwoods (north suburb) home of Member, Bruce Schlesinger, EVP, JMB Insurance. Location, details, etc., emailed to Members.  (36 RSVPs)


-----------------------------------------------------------------------------------------

Tues., Oct. 8:  "NEW OPPORTUNITIES TO'GO GREEN AND GAIN'ON YOUR BOTTOM LINE"  Member, Mtg Mgr, and Moderator, Eloise Karlatiras, President & CEO, The Green Chicago Coalition, 4554 N. Springfield Ave., Chicago 60625, and her panel of experts: Karen Weigart, Chief Sustainability Officer for the City of Chicago; and, Lisa Elkins, Principal, LEED AP at 2 Point Perspective:  Architecture + Interiors.  (Mtg # 238, 46 registrations)


-----------------------------------------------------------------------------------------

Thurs., Oct. 17:  "ORGANIZATIONAL TRANSFORMATION:  REBUILDING and REBRANDING YOUR GLOBAL ORGANIZATION - to meet and exceed the needs of today's global marketplace."  FEATURING:  JEROME PERIBERE, CEO, SEALED AIR (NYSE:  SEE  $27.88):  http://www.sealedair.com/AtaGlance.aspx  GOLD SPONSOR
http://ir.sealedair.com/mobile.view?c=104693&v=203&d=1&id=1791312    Jerome will address the general tenets of organizational transformation with examples from other companies and while providing concrete examples of what he is doing with Sealed Air, including the development and creation of a new mission, vision, values, and culture.  He'll highlight the best practices on how executives can best engage employees, push forward their value propositions, and encourage end-to-end solutions offerings for customers, as opposed to simply product selling.  (Dinner Mtg # 239, 76 registrations)

*  FREE, CEO Roundtable, peer group, info exchange "ADVISORY BOARD" mtgs = 3 repeated sessions, 2 in Chicago, 1 in Lombard, IL:  "REDUCING THE HIDDEN PERSONAL RISKS OF YOUR COMPANY'S RETIREMENT PLANS:"

  • Understand your ERISA Fiduciary Duties, Business and Personal Risks: 
  • Get Answers to questions every Fiduciary should know
  • Learn strategies like using a 3(38) investment manager to legally transfer risk
  • Learn 5 things you should do, first thing tomorrow morning!


-----------------------------------------------------------------------------------------

*  Session 1:  Wed., Oct. 30, at McGuire Woods(2013 GOLD Sponsor),77 W. Wacker Dr., Suite 4100, Chicago, IL 60601:  8:45 - 10:15 am:  Working Breakfast Session(brkfst provided) =PLEASE RSVPby  Noon on Mon., Oct. 28, to:  James.Brewer@LPL.comwith "Session 1" in the Subject Line and the attendee names in the body of the email.  


*  Session 2:  Wed., Oct. 30, at McGuire Woods(2013 GOLD Sponsor),77 W. Wacker Dr., Suite 4100, Chicago, IL 60601:  11:45 am - 1:15 pm:  Working Lunch Session(lunch provided) =PLEASE RSVPby  Noon on Mon., Oct. 28, to:  James.Brewer@LPL.comwith "Session 2" in the Subject Line and the attendee names in the body of the email.  

*Session 3:  Fri., Nov. 1, at "SERVICE 1 FINANCIAL GROUP," 2500 S. Highland Ave., Lombard, IL 60148:  8:45 - 10:15 am:  Working Breakfast Session(brkfst provided) = PLEASE RSVPby Noon on Thurs., Oct. 31, to:  James.Brewer@LPL.comwith "Session 3" in the Subject Line and the attendee names in the body of the email.  


-----------------------------------------------------------------------------------------

*Tues., Nov. 5:  FREE 3rd-Party:  "FOLLOW-UP LUNCH TO OUR AUG. 27th MIDWEST IDEAS INVESTOR CONF. with Steven Hooser, EVP of Three Part Advisors" (our Hosts for these events) and the CEO of one of the presenting co.'s:  formerly AT Cross (pens) now reorganized and re-branded to:  Costa, Inc. (ATX).  They make sunglasses.  Loop area, 11:30 am, LUNCH, IF there's enough interest from our Members to hear this company's fascinating and successful story.  CONTACT Steven ASAP:  SHooser@ThreePa.com, or, W: 214-872-2710214-872-2710, or, C: 214-923-3937214-923-3937.  

-----------------------------------------------------------------------------------------

*Thurs., Nov. 7:  FREE 3rd-Party:  ($300 conf. fee waived for Members) "MEDICAL DEVICE & LIFE SCIENCES CONFERENCE - INNOVATION, INVESTING, and, REGULATORY ISSUES"at the TRUMP Hotel, 401 N. Wabash, Chicago:  1:30 pm thru a Networking Reception:  5:30 - 7:00 pm;  Sign-up by email to Rick Mason, McGuire Woods(a 2013 GOLD Sponsor):  RMason@McGuireWoods.com  (limited # of tix).  Thank you, McGuire Woods and Rick!

-----------------------------------------------------------------------------------------


Tues., Nov. 12:  "SURPRISING BUSINESS CREDITS AND INCENTIVES - DON'T MISS OUT ON THE MANY OPPORTUNITIES - BOTH STATE AND FEDERAL!"   SPKR:  Thomas Blaze,
Director, State and Local Tax, McGladrey LLP Chicago, IL; thomas.blaze@mcgladrey.com; 312.634.4498312.634.4498; Our speaker is from our dinner meeting HOST firm, McGladrey, the fifth largest U.S. accounting  firm with over 6,500 professionals in over 175 offices.  This presentation will highlight Illinois credit and incentive programs and federal work opportunity tax credit programs that you need to know about!  You'll leave with an understanding of how to incorporate credit and incentive programs into an overall planning strategy that can have significant impact on your bottom line!  If you register and escort your CFO, he/she can attend FREE.  (Dinner Mtg # 240, 65 Registrations)


-----------------------------------------------------------------------------------------

*Wed., Nov. 13:  FREE 3rd-Party Conf., National Directors Institute - Executive Exchange:  "THE NEW NORMAL - AN INTERACTIVE EXCHANGE ON THE FUTURE OF GOVERNANCE" We are comp. guests of David J. Seno, Foley & Lardner LLP(2014 GOLD SPONSOR), 777 E. Wisconsin, Milwaukee 53202; (414) 297-5555(414) 297-5555; C: (414) 426-3494(414) 426-3494;deseno@foley.com  Conf. @ The Westin Chicago - River North, 320 N. Dearborn St., Chicago  
Registration & Breakfast:  7:00 a.m. - 8:00 a.m.                                                        
TOPICS COVERED during the day, among others:
 

  • Executive Compensation HOT Topics
  • Significant Internal Investigations and the Board’s Role
  • Dealing with Difficult or Activist Shareholders
  • Governance Changes in Becoming a Public Company
  • Audit HOT Topics
  • Private Equity Portfolio Company Corporate Governance
  • 10 Things a Director or Officer Should Know about a D&O Policy
  • Board Composition Challenges and Solutions
  • Evaluating Acquisitions in the Board Room
  • Board Oversight of Capital Allocation Strategies


Lunch:  12:15 p.m. – 1:00 p.m.
Closing Remarks & Reception:  3:15 p.m. – 5:00 p.m.
PRIVATE REGISTRATION DETAILS were sent to Members.


-----------------------------------------------------------------------------------------

* Thurs., Nov. 14:  FREE, 3rd-party conf.  ALL Members invited. ($300 conf. fee waived for Members) courtesy of CEO Roundtable Member, Philippe Lavie, President of KeyRoad Enterprises,for The Sales Association - Midwest Conf.: 
http://salesassociation.org/displaycommon.cfm?an=1&subarticlenbr=30#Media
"IT'S ABOUT PERFORMANCE - REAL LIFE STRATEGIES FOR SALES"  8:30 am - 6:30 pm, including reception:  9000 West College Pkwy, Palos Hills, IL 60465; limited # of tix.  Philippe will speak at 1:40 pm:
https://m360.salesassociation.org/event/session.aspx?id=91950   Private registration info sent to all Members.  Philippe Lavie:  W (Chicago): 773-687-0557773-687-0557; C: 650-996-0445650-996-0445; W (San Fran): 415-229-9226415-229-9226; PLavie@KeyRoad.com 


-----------------------------------------------------------------------------------------

*Tues., Nov. 19:McGladrey's "MANUFACTURING SUMMIT"in Rosemont, IL.  Email Dave Ritzert for more info and to register:  Dave.Ritzert@McGladrey.com  Thank you, McGladrey and Dave!  

-----------------------------------------------------------------------------------------

Tues., Dec. 10:  "GET MORE CLIENTS.  GET MORE BUSINESS.  DISCOVER THE POWER OF DIGITAL ADVERTISING!"
 Speaker / Member: Kristie McDonald, CEO, Vitruvian,  312-698-3655312-698-3655 X1;  Kristie@VitruvianWay.com; www.VitruvianWay.com  
(Dinner Mtg #241, 51 Registrations)


-----------------------------------------------------------------------------------------

*Wed., Dec. 11:  FREE, 3rd-Party Conf.,2014 GOLD SPONSOR,FOLEY & LARDNER'S"Eye on China Roundtable Series:  Comercializing Technology in China:  Navigating Pitfalls and Seizing Opportunity." Co-Sponsored by Wisconsin Manufacturer's & Commerce, Wisconsin Economic Development Corp., and Wisconsin International Trade Assn., 3 - 6 pm (includes final reception), at the Wisconsin Manufacturers & Commerce, 501 E. Washington Ave., Madison, WI 53701.  REGISTER WITH:  David Seno, Foley & Lardner, DSeno@Foley.com, 414-297-5555414-297-5555.  
 

-----------------------------------------------------------------------------------------

*Thurs., Dec. 12:  FREE, 3rd-Party,Palmer House Hotel Breakfast Mtg, 8:30 - 10 am:  Hosted by Midwest IDEAS Investor Conf. sponsor, Three Part Advisors, Steven Hooser, EVP, with the CEO, and the CFO of ARI Network Services (ARIS):  for interested investors.  CONTACT / RSVPwith Steven Hooser,SHooser@ThreePa.com; 214-923-3937214-923-3937. 


-----------------------------------------------------------------------------------------

Tues., Jan. 14, 2014:  "THE NEWEST 2014 ECONOMIC OUTLOOK"  SPKR: Bill Strauss,Award Winning Senior Economist, Fed. Res. Bank of Chicago,Back by popular demand!


-----------------------------------------------------------------------------------------

Tues., Feb. 11, 2014:  Foley & Lardner LLP,2014 GOLD SPONSOR,will present:
MODERATOR:  Myles "Mush" Berman, Chicago Office Managing Partner

- ACA:  New Deadlines, Penalties, Problems and Cures - for Individuals and Companies of All Sizes - What You NEED to Know Now!"Panelist: Bernard "Bud" Bobber, Partner
- D&O Insurance - "What Every CEO Should Know"Panelist: Ethan Lenz, Partner
- Best Practices for Internal Investigations - When you suspect something suspicious is going on...  Panelist: Lisa Noller, Partner

Tues., Mar. 11, 2014:
 TBD

===========================================================


2014 SCHEDULE,  POSSIBILITIES / in discussions:


-  "Protecting and Extending Democracy:  The Challenges of Our Generation"  

Professor Larry Lessig, Harvard Law School, The Roy L. Furman Professor of Law & Leadership, Director of the Edmond J. Safra Center for Ethics, Harvard University.  

- "Timely Topics in Politics and Business"EJ Dionne, Journalist and op-ed columnist for the Washington Post

-  "Risk Rules:  How Local Politics Threaten the Global Economy"a return visit with author, UChicago Prof Emeritus, Marvin Zonis, re this subject / title of his new book.

-  "Manias, Panics, and Crashes"  with author and Chicago Booth Professor Emeritus of International Economics and Finance, Robert Z. "Bob" Aliber, one of our frequent, most popular, speakers over our 23-year history.  

-  "The CLOUD:  HOW and WHY"with Zack Nelson, Founder & CEO of NetSuite, (N) is one of the hottest stocks on the NYSE, and the leading provider of CLOUD services to the Small and Medium-size Business (SMB) market.  

-  "HOW TO FIX THE ECONOMY"with Paul Krugman, Nobel Laureate, the NY Times
-------------------------------------------------------------------------------


2012 Schedule: 


January 10:  THIS MTG MOVED TO OCT.:  Nobel Prize Winner(Economics, '07) former Northwestern and now U of C Prof. Roger Myerson.  Roger’s research is now centered on"Moral Hazard and Macroeconomics - What really happened during the 2008 financial crisis!"  Mtg Mgr = Eric Fox, Mtg #221  

http://home.uchicago.edu/~rmyerson/  We held a Members' networking meeting.


-----------------------------------------------------------------------------------------

Jan, Feb., and March:  We're working on a few more "Mid-Winter, Members' Social-Networking Events" for you = United Center Corp. Suites for BULLS and BLACKHAWKS, and other events.  Feb. 28th is the first! 


-----------------------------------------------------------------------------------------

Feb. 14:  Return visit with Rob Slee, extremely popular speaker / author of Midas Managers, and, Midas Marketing, (two previous topics with us) and the creator of “Midas Nation.”  Rob has bought, turned around, and sold dozens of companies.  His new book on"M&A in the Private Equity Markets"will be released in January and will be the topic of his discussion with us!  MidasNation, 6201 Fairview Rd, Suite 200, Charlotte, NC 28210; r.slee@midasnation.com    Mtg Mgr = Sandy Weissent;  Mtg #222  ("Sweethearts" are FREE GUESTS for this meeting ONLY!)


-----------------------------------------------------------------------------------------

Feb. 28:  FIRST of several FREE “Members’ Social-Networking Events” in 2012 – this one at theFreeborn & Peters Law Firm United Center Corp. Suiteto see the Chicago BULLS, 7 pm game vs. New Orleans Hornets = compliments of our meeting hosts and Mike Tomasek, Partner at Freeborn & Peters Law Firm.


-----------------------------------------------------------------------------------------

March 13:  "The Realities of Doing Business in China"with 2 high-profile experts / speakers; Member, Mtg Mgr = Katherine Kim (with fellow Members, Punyu Ho and Tom Parro)  Mtg #223


-----------------------------------------------------------------------------------------

April 10:  “Managing Your Taxes and Planning for Retirement” Two volunteer Members and their senior corporate team members will get a FREE estate plan and be presented as a "case study."  In addition, a panel of experts will explain tax and other techniques to minmize your taxes and improve your retirement finances."  Experts-Spkrs:  Gladys Zolna and Eileen Trost, Partners, Freeborn & Peters Law Firm.  Mtg Mgr / Moderator / Member = Susan Carr-Templeton, Stafford Wells Advisors.  Mtg # 224


-----------------------------------------------------------------------------------------

May 3:  "FREE Members' Social-Networking Event"at the Midwest Orthopaedics at Rush (MOR)SKYBOX - Corp. Suite at US Cellular Field- Chicago White Sox, 7:10 pm game vs. the Cleveland Indians = Compliments of CEO Roundtable Member, Dr. Bernie Bach, Dir. of Sports Medicine at MOR.


-----------------------------------------------------------------------------------------

May 8:  "The New Power Base Selling Model:  Viewing Sales as a Management Science to Transform a Sales Force into a Significant Corporate Asset"with Speaker / CEO Roundtable Member / Author, Ryan Kubacki, President of Holden International; and Founder, Jim Holden, CEO of Holden International.  This presentation and discussion will be based upon a 12-year research project of 28,000 enterprise sellers and over 50,000 deal coaching sessions.  Ryan is a thought leader in the area of sales force effectiveness.  Holden International, founded in 1979, has trained over 500,000 sellers in 35 countries.  Before Holden, Ryan graduated from Harvard Business School and had global sales and marketing roles at various companies including Microsoft.  Ryan and Sandy = Mtg Mgrs; Mtg #225  THIS DINNER MTG WILL BE AT HOLDEN'S CORP. HDQRTRS:  135 S. LaSALLE ST., SUITE 4300, CHICAGO, IL 60603 - in the original grand dining room inside the original Marshall Field's penthouse mansion. 


-----------------------------------------------------------------------------------------

June 12:  “UPDATE, Healthcare Reform:  What do we do Now?”  Member of the CEO Roundtable and its Bd of Dir, Bob Cerone, President & CEO of EmpowerHR, Inc., will once again Moderate this annual review and update us on how best to deliver healthcare benefits.  SPKRS: our usual outstanding panel of experts - super speakers.  Mtg Mgr = Bob Cerone;  Mtg #226


-----------------------------------------------------------------------------------------

Saturday, July 28:  FREE, 7:30 pm = Concert starts =Beethoven's Fifth Symphony @ Millennium Park.  "Members' Summer Social - Networking Event"BYOB picnic - or, buy there...  6:30 pm = We'll meet 25 yards east of "The Bean" (Cloud Gate) and enter the great lawn together!  Click this link below = we'll meet where the photographer is standing who took the picture of "the bean." 
http://www.explorechicago.org/city/en/things_see_do/attractions/dca_tourism/MP_orinigal.html
NO NEED TO REGISTER ~ JUST SHOW UP WITH YOUR FAMILY AND FRIENDS!!!!  Celebrate the Grant Park Music Festival's 78th season of free summertime classical music in Millennium Park with the Grant Park Orchestra and Chorus, led by Principal Conductor Carlos Kalmar and Chorus Director Christopher Bell, along with internationally acclaimed guest artists.  With its famous opening gesture and uplifting emotional message, Beethoven's Fifth Symphony is the archetypal example of the form.  Also featured on the program are two works inspired by Egypt.  Grant Park Music Festival, Millennium Park, N. Michigan Ave. & E. Randolph St., Chicago IL 60602; 312.742.7638312.742.7638   http://explorechicago.org/city/en/things_see_do/event_landing/special_events/dca_tourism/Grant_Park_Music_Festival.html


-----------------------------------------------------------------------------------------

Tuesday, Aug. 14, 5:30 – 8 pm:  FREE, Women Members’ Social – Networking Event. Private, downtown location.  Wine and light refreshments provided.  Details sent to women Members ONLY.  


-----------------------------------------------------------------------------------------

Monday, Aug. 20, 6 - 8:30 pm:  "FREE Members' Social-Networking Event" = Boat Cruise on the beautiful, four-story, Kanan Yacht, from Navy Pier.


-----------------------------------------------------------------------------------------

Tuesday, Aug. 28,FREE, 3rd-party conference for all Members:  all of you have the opportunity to attend for FREE ($300 conf. fee waived for CEO Roundtable Members) theall-day Midwest IDEAS Investor Conference at the Gleacher Center,450 N. Cityfront Plaza Drive, Chicago, IL 60611, 312-464-8787312-464-8787,http://www.chicagobooth.edu/visit/gleacher/.  This includes your breakfast, lunch, and a dinnertime cocktail party and hors d' oeuvres. You'll participate in a fascinating day hearing about 40 different public company CEOs and CFOs present their mission, market, business model, products and services, profit structure, how they make their money, past performance, plans, and long range vision, etc., to several different investor groups, like PEGs, VCs, Angels, Banks, and a select group of private investors like you!  This is one of the most educationally rich days in our calendar.  Past attendees have RAVED about all they learned, the connections they made, and the fun they had being there in a very select audience with their fellow CEO Roundtable Members!  http://www.threepa.com/ideasconferences.html  THIS IS A "DON'T MISS" EVENT ON OUR ANNUAL SCHEDULE - for the third year!!   


-----------------------------------------------------------------------------------------

MONDAY, Sept. 10, SPECIAL DATE:  Our host, Northern Trust and CEO Roundtable Member, John Leo, Chief Investment Officer, Midwest Region, will present their outstanding dinner, wine, and expert, John Skjervem, Senior Chief Investment Officer - West Region, and "The Rules Have Changed, Part 1:  A New (and Better!) Approach to Asset Allocation for Your Investment Portfolio."   Beginning with Harry Markowitz's* introduction of mean  / variance optimization techniques in 1952, Modern Portfolio Theory (MPT) has provided the quantitative framework for the investment management industry.  The first two bear markets of the 21st century, however, have exposed various elements of MPT as insufficient (in terms of successful investment outcomes) and therefore perhaps no longer valid.  A new approach to asset allocation and portfolio construction, specifically one that jettisons traditional MPT definitions of risk and investment success, represents both a dramatic departure from the long-standing industry status quo and a powerful new approach to determining appropriate asset allocation strategies.  Please join us as John Skjervem, Senior Chief Investment Officer for Northern Trust's West Region, provides an understandable and useful "first look" at this new investment management paradigm, one that John describes as "an iPod in an otherwise Walkman world."  Meeting at 50 S. LaSalle St., in Northern's elegant and legendary 6th flr., "Assembly Room."  (Mtg #227)
*http://en.wikipedia.org/wiki/Harry_Markowitz


-----------------------------------------------------------------------------------------

Tuesday, Oct. 9:  Nobel Prize Winner ('07) Roger Myerson,will discuss with us his ideas about"Moral Hazard and Macroeconomics" and it's role in the financial crisis.  Roger has asked that we solicit for him, feedback from our Members on this subject:  http://home.uchicago.edu/~rmyerson/research/mhazmacro.pdf  Please send your feedback to Roger at: rmyerson@uchicago.edu     


-----------------------------------------------------------------------------------------

Tuesday, Nov. 13:  "Election Analysis and Stories from the Inside"  Member - Mtg Mgr - Moderator:  Robert "Bob" Jordan of WGN-TV Newscasting fame, will once again, bring to us an outstanding panel of award-winning, expert, political analysts:  Charles Thomas, ABC News; Natasha Korecki, Sun-Times; and Member, Jan Gollins, CEO, Delta Modelling Group; WHO won, their strategies and tactics; HOW and WHY they won, etc., a complete and fascinating analysis and discussion! 


-----------------------------------------------------------------------------------------

Monday, Dec. 10: "The Anemic Recovery"from popular Chicago Booth Professor, Erik Hurst;  PLEASE NOTE this DATE CHANGE in your calendars:  Our previous meeting date, Tues., Dec. 11, has been changed to Monday, December 10, to accommodate Professor Hurst's schedule.  We will meet, for the last time, after 3 years, at Freeborn & Peters law firm, 311 S. Wacker Dr., 30th flr.  Freeborn & Peters has been a wonderful HOST for 3 years! 
5:30 - 6:25 pm:  Doors open, networking w/ speaker, fellow Members, dinner.
6:25 - 6:35 pm:  Annual meeting, Elect Bd. of Dir.:  Weissent, Cerone, Wang.
6:30 - 8:00 pm:  Erik Hurst will present and entertain our lively Q&A.

schedule of events 2013

If you are a "C-Level" executive (e.g., Chairman, Owner, CEO, COO, President, CFO, CIO, CMO, General Manager, National or Regional Sales Mgr., Managing Partner, etc.) with organization-wide, or function-wide, P/L responsibilities, and you would like to join the CEO Roundtable, please see our "Why and How To Join" page, and contact our Chairman:


Alexander "Sandy" Weissent
Office: 312-751-2153
Cell: 312-399-1901
1415 N. Dearborn Pkwy, Suite 22-D
Chicago, IL 60610

SandyWeissent@post.harvard.edu 



MISSION:  Provide cutting-edge intelligence, state-of-the-art solutions, and valuable social-networking opportunities that facilitate our “C-Suite” 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:

Office:  (312) 751-2153
Cell: (312) 399-1901