Thomas W. Abendroth, Partner, Schiff Hardin LLP
Tom is a partner in the Chicago law firm of Schiff Hardin LLP and practice group leader of the firm's Private Clients, Trusts and Estates Group. He concentrates his practice in the fields of estate planning, federal taxation, and business succession planning. Tom is a 1984 graduate of Northwestern University School of Law, and received his undergraduate degree from Ripon College, where he currently serves on the Board of Trustees. He has co-authored a two-volume treatise entitled Illinois Estate Planning, Will Drafting and Estate Administration, and a chapter on sophisticated value-shifting techniques in the book, Estate and Personal Financial Planning. He is co-editor of Estate Planning Strategies After Estate Tax Reform: Insights and Analysis (CCH 2001). Tom has contributed numerous articles to industry publications, and served on the Editorial Advisory Board for ABA Trusts & Investments Magazine. He is a frequent speaker on tax and estate planning topics at banks and professional organizations. In addition, he is a co-presenter of a monthly teleconference series on estate planning issues presented by the American Bankers Association. Tom has taught at the American Bankers Association National Graduate Trust School since 1990. He is a Fellow of the American College of Trust and Estate Counsel.
David M. Bauer, Chief Financial Officer, Lubar & Co.
Sheryl Eighner, Partner, PwC
Abigail Geary, Assistant Vice President, Marsh Private Client Services, Family Office Group
Jenny Hager, Director of Strategic Asset Management, The Duchossois Group, Inc.
Jenny Hager works in the family office for the Duchossois Family in Chicago. Jenny is Director of Strategic Asset Management, a division of The Duchossois Group, Inc. In addition, Jenny is Assistant Treasurer, Compliance Director and Trust Officer of Travers Trust Company LLC, a private trust company chartered in South Dakota.
Prior to joining the Duchossois family office in 2012, Jenny worked at Harris myCFO as a manager in their tax group with a focus on servicing single family offices.
Todd Heemsoth, President, Hale Solutions, Inc.
Todd Heemsoth is founder and president of Hale Solutions, Inc. a technology consulting firm that specializes in helping its clients improve business processes with technology. He has more than 20 years of experience as a CPA, information technology consultant and software architect. Todd works closely with his clients to understand their unique needs and tailors solutions that deliver greater simplicity, agility and business value.
Todd founded Hale Solutions, Inc. in 2004 and since that time has helped many single and multi-family offices adopt new technology, change business processes to gain efficiencies, design software bridges to connect disparate systems and develop automated systems that perform financial, investment and performance reporting. Hale Solutions is a Microsoft Gold Certified partner.
Lyndy R. Januszewski, CPA, Managing Consultant, Sikich, LLP
As a registered Certified Public Accountant working in the Technology division at Sikich since 2007, Lyndy Januszewski bridges the gap between accounting and technology to ensure businesses, non-profits, and governments alike increase profitability, improve efficiencies, and achieve results. Currently, Januszewski serves as a Managing Consultant at Sikich and is responsible for managing projects and leading team members in their commitment to provide clients with exceptional service. These projects are mainly related to Microsoft Dynamics GP, an enterprise resource planning software for middle market companies.
Rebekah Kohmescher, CFP, CPA, Managing Director & Director of Investment Operations, Altair Advisers LLC
John Meade, Assistant Vice President, AIG
Tania Nield, Ph.D., Founder and CEO, InfoGrate, Inc.
Joe Oleksak, CRISC, QSA, Information Technology Consulting Principal, Plante Moran
Mark Rogozinski, President, Rockit Solutions, LLC
Mark Rogozinski brings more than 20 years of experience in various senior-level positions, with a particular focus on the ultra-high net worth space. Mark is a Managing Director of Rockefeller & Co. and President of Rockit Solutions, LLC, an outsourced solution that provides wealth data aggregation and financial reporting solutions for single-family and multi-family offices, high-net-worth individuals and financial institutions. Prior to joining Rockit in 2009, Mark was a Senior Vice President of Corporate Development at WealthTrust, where he was responsible for acquisition development and strategic relationships with other wealth management firms. Before joining WealthTrust, Mark was a partner and Chief Operating Officer for Homrich & Berg, Inc., where he was responsible for the direct management of client service, technology, operations and finance. Mark has also served as the Chief Operating Officer at Lydian Wealth Management and Senior Vice President and Chief Financial Officer of Atlantic Trust Pell Rudman.
Melissa Seibert, Partner, BakerHostetler
Melissa Siebert concentrates her practice in employment litigation, class and collective action litigation, and employment law counseling. Melissa's combined legal and human resources/business experience allows her to provide effective and efficient counsel on a variety of strategic and day-to-day issues, including the interaction between the FMLA, ADA and workers' compensation, restrictive covenants, company-wide policy creation and implementation, employee investigations, discipline and termination, and employment agreements. She also has substantial experience representing employers in labor matters, both as in-house and outside counsel. Melissa focuses on class and collective action litigation, representing employers involved in significant EEOC "pattern and practice" investigations/lawsuits, and putative class/collective actions under the FLSA, the FCRA, and state laws.
James J. Steffel, Partner, Warner Norcross & Judd LLP
Mr. Steffel serves as the Chairman of Warner Norcross and Judd’s Family Office Industry Group. His practice focuses on high net worth succession and estate planning that frequently involves family entities, including the creation and maintenance of family offices. He recently spent two years helping a firm client roll-out its Multi-Family Office Subsidiary, while leading a dedicated Family Office Team as a Senior Wealth Advisor. Mr. Steffel has presented numerous seminars on estate and succession planning and he spent over a decade practicing law in a family business setting. He is preeminently rated by Martindale and Hubbell and he has been selected as a member of Best Lawyers in America, Leading Lawyers and Michigan Super Lawyers. Mr. Steffel received a B.S. in Business from Ferris State University, attended the University of Notre Dame London Law Center, and graduated in the top 10 of his class at both the University of Toledo College of Law (J.D. and Member of Law Review) and the University of Miami Law School (LL.M. in Estate Planning).
Sophia Stratton, Chief Financial Officer, Levy Family Partners
Sophia Stratton is the Chief Financial Officer of Levy Family Partners, a position she has held since January 2006, and currently serves as CFO and Treasurer of Levy Acquisition Corporation, a special purpose acquisition vehicle listed on NASDAQ. Prior to that time, Ms. Stratton was Controller for the Levy family’s restaurant operations. In these capacities, Ms. Stratton established the accounting and tax policies, practices and procedures at the parent and subsidiary levels of the Levy family investment portfolio, including operating, real estate, and passive entities. In addition, she oversees treasury, human resources and benefits, risk management, purchasing, investment performance, IT, forecasting, estate and tax planning. She is a Manager of Levy Family Partners, a member of its Investment Committee, and has provided consulting services to several portfolio companies. Prior to joining the firm, Ms. Stratton was a Chief Financial Officer in the health care industry, preceded by a senior management position at Crowe Horvath, an international consulting and public accounting firm. While at Crowe, Ms. Stratton developed, managed and marketed tax, business assurance and operational consulting services.
Doug Wiescinski, Partner, Plante Moran
FOX Facilitators and Speakers
Heather Asher, Senior Relationship Manager - Family Office Market
Heather Asher is a senior relationship manager for Family Office Exchange (FOX). Part of FOX’s family office team, she provides a variety of member services and supports the specific needs for family business-owning members. She also works on FOX’s Next Generation Network by engaging younger family members with education and networking.
Before joining FOX in 2008, Heather served as strategic marketing and events manager at Aon Corporation for seven years. While at Aon, Heather planned and executed more than 100 large-scale events and created the marketing and project execution for Aon’s South America Division. Earlier, she worked on Capitol Hill for a U.S. senator and in the foreign policy department at a lobbyist organization. She also has previous experience working in a Chicago-based family office.
Amy Hart Clyne, Executive Director Market and Content Development
Mariann Mihailidis, Managing Director, Councils
Alexandre Monnier, President
Dawn M. Rose, Director of Human Capital
Dawn collaborates with senior management to implement human capital strategy at FOX, including organizational design, talent acquisition, performance development and assessment, employee/labor relations, compensation, benefits, and legal compliance. She joined FOX from the University of Chicago, where she served as the Director of Human Capital for faculty and staff in the Department of Surgery. She has more than 15 years of experience in human resources and earned her Professional in Human Resources (PHR) certification from the HR Certification Institute in 1998. She graduated with her Juris Doctor from Chicago-Kent College of Law in 2007, where she also earned a Certificate in Labor & Employment Law. She has volunteered as a pro bono attorney for Equip for Equality, The Chicago Lighthouse for People Who Are Blind or Visually Impaired, and the Illinois Lawyers’ Assistance Program, as well as serving on boards with the American Cancer Society – Chicago Chapter, The Chicago Lighthouse, and Sixty Inches from Center, a nonprofit organization that documents, archives, and engages with the visual arts community in Chicago.
Karen Rush, Director, Membership
Jo Wellman, Senior Relationship Manager, Family Office Market