×

Charting a Course for Family Business Legal Leadership

Legal Leadership for Family Businesses

Our second annual legal forum created an inclusive environment for families and their trusted advisors, including in-house or external legal counsel, to initiate or advance discussions on pertinent topics. The program showcased a diverse lineup of industry leaders, family business allies, and esteemed alumni and faculty from Loyola.

Event Materials

Agenda

8:15 a.m. Registration and Continental Breakfast
8:30 a.m. Welcome
  • Adam Damerow, Katten, & Loyola Alumnus
  • Jill McCall, Loyola Family Business Center
8:35 a.m. Session 1: 
It's Not Magic, It's Math: Responsibly Using AI for Your Family and Business

  • Steven Keith Platt, Loyola University Chicago
  • Michael R. Justus, Katten
9:25 a.m. Session 2:
Addressing the Unexpected Lawsuit/Settlement: BIPA Madness
  • Johnny Schroeder, creative werks
  • Chris Clancy, Panduit
  • Moderator: Charlie DeVore, Katten 
10:15 a.m. Break 
10:25 a.m. Session 3:
Stress in the Workplace: The Impact It Has On Our Thinking 
  • Denis John Healy, Turtle Wax & Healy Family Holdings, Inc.
  • Elizabeth Lewis, Turtlewax, Inc.
  • Tony Pacione, Illinois Lawyers’ Assistance Program
11:15 a.m. Session 4:
Forming a Family Office
  • Larry Barry, Uline 
  • Jessica Ashley Davis Garmon, The Will Group
  • Saul Rudo, Katten
  • Tye J. Klooster, Katten
12:05 p.m. Networking Lunch
12:35 p.m. Session 5:
Corporate Transparency Act: Overview and Update
  • Caitlin Kelly, Katten and Loyola Alumna
  • Stephen Naughton, Loyola University Chicago
  • Walter Weinberg, Katten
1:25 p.m. Session 6:
Family Business Transition Planning
  • Anita Sarafa, JPMorgan Private Bank
  • Adam Damerow, Katten, & Loyola Alumnus
  • Jeffrey R. Patt, Katten
2:30 p.m. Adjourn

Speakers

Larry Barry Larry Barry
Director, Legal Affairs
ULINE
Chris Clancy Chris Clancy
General Counsel
Panduit
Adam Damerow

Adam Damerow
Partner, Katten
Loyola Alumnus

Charles Devore Charles DeVore
Partner & Deputy General Counsel
Katten
Jessica Ashley Gorman Jessica Ashley Davis Garmon
COO, President, Chief General Counsel
The Will Group

Denis John Healy Denis John Healy
Executive Chairman
Turtle Wax & Healy Family Holdings, Inc.
Michael Justus Michael R. Justus
Partner, Intellectual Property
Katten
Caitlin Kelly Caitlin Kelly
Associate, Private Wealth
Katten
Tye Klooster Tye Klooster
Partner, Private Wealth
Katten
Elizabeth Lewis Elizabeth Lewis
General Counsel
Turtle Wax Inc.
Jill McCall Jill McCall
Director
Loyola Family Business Center
Steve Naughton Stephen Naughton
Professor of Law
Loyola University Chicago
Tony Pacione Tony Pacione, LCSW, CSADC
Deputy Director
Illinois Lawyers’ Assistance Program
Jeff Patt Jeffrey R. Patt
Partner, Mergers and Acquisitions
Katten
Steven Keith Platt Steven Keith Platt
Director of Analytics & Lecturer of Applied AI
Director, AI Business Consortium
Quinlan School of Business
Saul Rudo Saul Rudo
Partner and Chair, Transactional Tax Department
Katten
Anita Sarafa Anita Sarafa
Managing Director
JPMorgan Private Bank
Johnny Schroeder Johnny Schroeder
Corporate Legal Counsel & Sr. Manager, Plant Operational Systems
creative werks
Walter Weinberg Walter Weinberg
Senior Counsel, Corporate Practice
Katten

Event info:

Date: Tuesday, April 16, 2024
Time: 8:15 a.m. - 2:30 p.m.
Location: Katten Muchin Rosenman, 525 W. Monroe Street, Chicago