Family Business CFOs
Join our exclusive CFO Roundtables to share insights and solutions with peers in family businesses.
Open to family and non-family executives, the CFO Roundtables bring together a small group of CFOs and Controllers from different family businesses to share common experiences and solutions to business, family, and governance challenges.
These gatherings are usually by invitation only, bringing together about a dozen individuals for two hours over breakfast or lunch, 3-4 times a year, at a restaurant. Each event features a host CFO who initiates the conversation by discussing an issue they have faced or are currently facing. Prior topics have included cybersecurity and governance. Group members benefit from feedback from peers who understand the unique challenges and privileges of being in a family business.
"The event was exceptionally well-coordinated. I truly appreciate the valuable experience and I'm grateful for the opportunity to participate."
–
Sylvia Ye
Wells Plumbing and Heating Supplies, Inc.
Upcoming Meetings
Our next CFO Roundtable is scheduled for noon on November 13, 2024 at Redstone American Grill in Oakbrook Terrace.
Meetings are by invitation only and tailored for high-level financial leaders in family businesses. Please reach out to Jill McCall to be added to the invitation list.
Past Roundtables
Below you'll find information and presentation materials from past gatherings.
September 10, 2024
Thanks to our host CFO, Ronald Knutson of Distribution Solutions Group, who shared valuable insights on working capital, a key focus for his company. Attendees also had the opportunity to engage with Meredith Anderson, Vice President of Corporate Treasury Consulting at JPMorgan Chase, who provided expert answers on the topic. Andy Salski from JPMorgan Chase and Jill McCall from Loyola's Family Business Center were also present to contribute to the discussion.
Resources
Additional insights into working capital
Event info
Date: Tuesday, September 10, 2024
Time: Noon - 1:30/2:00 p.m.
Location: Redstone Grill, Oakbrook Terrace, IL
May 20, 2024
An engaging and insightful discussion led by host, Mike Gelande, CFO of Etnyre International. Mike initiated the conversation by delving into pivotal topics that resonate with family businesses:
- Board Governance: Navigating the complexities and nuances of board structures to ensure effective governance.
- Engaging with Shareholders: Strategies and best practices for fostering harmonious relationships and managing expectations.
Download slides
Event info
Date: Monday, May 20, 2024
Time: Noon - 1:30/2:00 p.m.
Location: Gibsons Bar and Steakhouse, 2105 Spring Rd., Oak Brook
November 16, 2023
Family business CFOs were invited to our first roundtable luncheon specifically for Chief Financial Officers. This gathering gave attendees the chance to network with other CFOs and discuss important topics related to CFOs in family business.
Download slides
Event info
Date: Thursday, November 16, 2023
Time: Noon - 1:30/2:00 p.m.
Location: Gibsons Bar and Steakhouse, 2105 Spring Rd., Oak Brook
Join our exclusive CFO Roundtables to share insights and solutions with peers in family businesses.
Open to family and non-family executives, the CFO Roundtables bring together a small group of CFOs and Controllers from different family businesses to share common experiences and solutions to business, family, and governance challenges.
These gatherings are usually by invitation only, bringing together about a dozen individuals for two hours over breakfast or lunch, 3-4 times a year, at a restaurant. Each event features a host CFO who initiates the conversation by discussing an issue they have faced or are currently facing. Prior topics have included cybersecurity and governance. Group members benefit from feedback from peers who understand the unique challenges and privileges of being in a family business.
"The event was exceptionally well-coordinated. I truly appreciate the valuable experience and I'm grateful for the opportunity to participate."
–
Sylvia Ye
Wells Plumbing and Heating Supplies, Inc.
Upcoming Meetings
Our next CFO Roundtable is scheduled for noon on November 13, 2024 at Redstone American Grill in Oakbrook Terrace.
Meetings are by invitation only and tailored for high-level financial leaders in family businesses. Please reach out to Jill McCall to be added to the invitation list.