CEPC LUNCHEON PROGRAMS and EVENTS SCHEDULE *All luncheon program meetings will be held from Noon 1:30 p.m. at: The Standard Club, 320 S. – Plymouth Court, Chicago Events locations TBD DATE SPEAKER SPONSOR *December 6, 2016 Intersection of Family David Herzig, Professor, Business Valparaiso University Law Valuation Group Businesses & Estate School Planning January 18, 2017 Basics Course: Erica Lord and Reetu Northern Trust Basics of Pepoff,The Northern Trust Drafting Estate Planning Company; and Instruments Christine Quigley, Holland & Knight *January 19, 2017 Income Tax Cases Robert Romanoff Altair Advisers Pearlstein January 25, 2017 Basics Course: Basics of Michelle Huhnke, Sugar RSM US Preparing and Felsenthal Grais & Understanding Tax Hammer LLP; Returns Emily Kuo, Harrison & Held LLP; David Lutrey, Lesser, Lutrey McGlynn, LLP; Tina Milligan, CTC MYCFO February 1, 2017 Basics Course: Putting It Jeffrey Bergman, Schiff BMO Private All Together: Case Studies Hardin LLP Bank on Integrating the Michael Calahan, Plante Moran planning and the Janet Montgomery, Daluga, Reporting Boland & Montgomery, LLC February 6, 2017 Fundamentals Workshop: Laurence Herman, CLU Under Performing Life Herman Agency Inc. Insurance Policies *February 23, 2017 2016 Recent Developments: Robert E. Hamilton MB Financial Selected Federal and Illinois Hamilton Thies & Lorch Statutes, rulings and LLP 22, 2017 Post Mortem Administration John Brooks, Foley & Stout Risius Ross and Planning Lardner Fred Weber, Northern Trust *April 20, 2017 Family Business and Net Andrew Keyt, President of BMO Wealth Gen Development the Family Business Management Network North America and Clinical Professor of Family Business- Loyola University Chicago *May 17, 2017 Anatomy of a Will Contest John Dadkis, Holland & Herman Agency Knight *June 8, 2017 ETHICS: Privilege: Terry Franklin, Sacks JPMorgan Differences for Attorneys Glazier Franklin & Lodise, and Accountants LLP; Daniel Cook, Director at Deloitte Tax LLP
CEPC LUNCHEON PROGRAMS and EVENTS SCHEDULE *All luncheon program meetings will be held from Noon – 1:30 p.m. at: The Standard Club, 320 S. Plymouth Court, Chicago Events locations TBD DATE SPEAKER SPONSOR *December 6, 2016 Intersection of Family Businesses & Estate Planning David Herzig, Professor, Valparaiso University Law School Business Valuation Group January 18, 2017 Basics Course: Basics of Drafting Estate Planning Instruments Erica Lord and Reetu Pepoff,The Northern Trust Company; and Christine Quigley, Holland & Knight Northern Trust *January 19, 2017 Income Tax Cases Robert Romanoff Pearlstein Altair Advisers January 25, 2017 Basics Course: Basics of Preparing and Understanding Tax Returns Michelle Huhnke, Sugar Felsenthal Grais & Hammer LLP; Emily Kuo, Harrison & Held LLP; David Lutrey, Lesser, Lutrey McGlynn, LLP; Tina Milligan, CTC MYCFO RSM US February 1, 2017 Basics Course: Putting It All Together: Case Studies on Integrating the planning and the Reporting Jeffrey Bergman, Schiff Hardin LLP Michael Calahan, Plante Moran Janet Montgomery, Daluga, Boland & Montgomery, LLC BMO Private Bank February 6, 2017 Fundamentals Workshop: Under Performing Life Insurance Policies Laurence Herman, CLU Herman Agency Inc. *February 23, 2017 2016 Recent Developments: Selected Federal and Illinois Statutes, rulings and Robert E. Hamilton Hamilton Thies & Lorch LLP MB Financial 22, 2017 Post Mortem Administration and Planning John Brooks, Foley & Lardner Fred Weber, Northern Trust Stout Risius Ross *April 20, 2017 Family Business and Net Gen Development Andrew Keyt, President of the Family Business Network North America and Clinical Professor of Family Business- Loyola University Chicago BMO Wealth Management *May 17, 2017 Anatomy of a Will Contest John Dadkis, Holland & Knight Herman Agency *June 8, 2017 ETHICS: Privilege: Differences for Attorneys and Accountants Terry Franklin, Sacks Glazier Franklin & Lodise, LLP; Daniel Cook, Director at Deloitte Tax LLP JPMorgan
CEPC%202016-2017%20Programs%20and%20Workshops.December.docx