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
Meetings are by invitation only and designed specifically for high-level financial leaders in family businesses. To join the invitation list, please contact Jill McCall.
While no meetings are currently scheduled, we aim to announce one for Spring 2025. In the meantime, explore our Economic Outlook event below.
January 29, 2025 | In-Person
Economic Outlook Breakfast
Join us for our annual economic outlook event, designed to equip family businesses with insights and foresight for the year ahead. Enjoy breakfast at Gibsons in Oak Brook.
RegisterPast Roundtables
Below you'll find information and presentation materials from past gatherings.
November 13, 2024
Host Simon Wlodarski, a Bank of America lobbyist specializing in legislative, executive, and trade group arenas, and a former U.S. Army Lieutenant Colonel, led an engaging and insightful discussion. Simon explored key topics relevant to family businesses:
- Business Impacts from Election Results: How election outcomes could shape various industries and strategies to navigate these potential changes.
- Budget Setting: Practical approaches to establishing annual budgets and ensuring they are maintained throughout the year.
Resources
CashPro Data Intelligence: Insights, Cash Forecasting and More
Event info
Date: Wednesday, November 13, 2024
Time: Noon - 1:30/2:00 p.m.
Location: Redstone American Grill, Oakbrook Terrace
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
Meetings are by invitation only and designed specifically for high-level financial leaders in family businesses. To join the invitation list, please contact Jill McCall.
While no meetings are currently scheduled, we aim to announce one for Spring 2025. In the meantime, explore our Economic Outlook event below.