Committees

 

CEPC 2019-2020 Committees Listing

 

Annual Outing Committee – Meets 2-3 times (typically April, June, and October)

  • Committee members assist with various tasks including:
    • Soliciting sponsorships, soliciting items for both the give-away bag and the prize table, purchasing gifts for the prize table, running golf and tennis events, volunteering for the registration desk, and other outing tasks.
  • Commit to attend the CEPC Annual Outing

Ricki Harris, Chair

Collection Strategies, LLC

Tel: (773) 972-3443

Email: harrisricki514@gmail.com

 

Diversity Committee – Meets quarterly

  • Mission: focused on racial, ethnic and gender diversity with two areas of focus:
    1. Encouraging law students and other students in industry feeder universities to enter the estate planning field
    2. Recruiting and retaining members that increase the diversity of the council
  • Student Outreach - Panel of CEPC members at local universities for pizza lunch discussing the estate planning profession (targeting attorneys, accountants and wealth management professionals)
    • Need members to volunteer to participate on the panel
    • Need members to coordinate these meetings
  • Emerging Member Program – Estate planning professionals with less than 3 years of experience. Opportunity to participate in CEPC and receive mentorship to participate in the future of CEPC
    • Need seasoned CEPC members willing to act as a mentor
    • Need CEPC members to review applications
  • Collaborating with other CEPC committees
    • Need members to help with annual networking breakfast (Membership and Networking Committees as well)
    • Looking to develop NextGen CEPC program to include all Emerging Members and all Associate Members (Diversity & Membership Committees)
  • Committed to attend one of the events each year

Karin Prangley, Co-Chair

Brown Brothers Harriman & Co.

Tel: (312) 781-7128

Email: Karin.prangley@bbh.com

Amy Schoeffel, Co-Chair

Hagnell Law Offices

Tel: (312) 445-0566

Email: schoeffel@hagnell-law.com

Terry Navarro, Board Liaison

 

Membership Committee – Expected 3-5 meetings/conference calls a year

  • Be a part of the inaugural Membership Committee (the membership responsibilities previously being carried out by the Secretary)
  • Goals:
    • Expanding membership
    • Developing targeted strategies for soliciting new members
    • Determining and utilizing related professional organizations in the estate planning field and other sources for qualified new members (e.g., IL CPA Society, CFA societies, Certified Appraiser societies, insurance societies, trust administrator societies, AVVO, Sullivan’s, etc.) in a cost-efficient manner
    • Developing methods to solicit existing members for qualified new members from their organization
    • Developing methods to solicit qualified new members from outside organizations
    • Assisting individuals seeking membership who do not have a sponsor in finding one

Gregg Simon, Chair

Much Shelist, P.C.

Tel: (312) 521-2605

Email: gsimon@muchlaw.com

Aaron Stumpf, Co-Chair

Stout

Tel: (312) 752-3358

Email: astumpf@stout.com

 

Networking Committee

The Networking Committee of the CEPC was established to foster interaction among CEPC members across the various disciplines. Accordingly, the objective of the Networking Committee is to develop and plan certain events (e.g., 3 or 4 per year) that CEPC members will find valuable and that give CEPC members the opportunity to interact with each other across disciplines for professional purposes.

Each Networking Committee member should be willing to:

  • Assume responsibilities as delegated by Committee Char
  • Participate in preparation and implementation of goals and objectives of the committee that support the CEPC
  • Attend meetings as requested and actively participate in meetings
  • Prepare for committee meetings by reviewing the agenda and researching issues to be discussed at committee meetings
  • Keep abreast of issues related to the specific committee
  • Make contributions to committee agendas as necessary
  • Actively participate in discussions at committee meetings
  • Follow through promptly on any committee assignments as requested
  • Support committee recommendations before the full Board
  • Commit to attend all Networking events, as many pre-luncheon networking sessions as possible, and one CEPC extracurricular event each year

Allison Pfeifle, Chair

Schiff Hardin, LLP

Tel: (312) 258-5581

Email: apfeifle@schiffhardin.com

Carrie Harrington, Board Liaison

 

Public Outreach Committee – Committee meets at least three times per year

  • The Committee furthers the Council's goal of public outreach through both written and spoken means
  • The Committee updates, as needed, the presentation outline, marketing materials, and CEPC website FAQs page
  • Presentations are made at various venues throughout the year (public libraries and community organizations). This year we would like to reach out to companies in Chicago and present to their employees
  • Members of the Committee (optional) are the speakers who deliver the presentations using the presentation outline

Richard Cohn, Co-Chair

Tel: (312) 726-2325

Email: rick@richardcohn.net

Gretchen Spreitzer, Co-Chair

The Northern Trust

Tel: (312) 557-8545

Email: gr23@ntrs.com

Joan Emery, Co-Chair

Law Office of Joan Emery

Tel: (847) 602-6814

Email: jemery@emery-law.com

Fred Weber, Board Liaison

 

Sponsorship Committee – Meets twice a year (May/June and October/November) and committee members may be required to also participate in 2-3 conference calls, as needed

Committee members assist with various tasks, including:

  • Reviewing and recommending sponsorship levels (to be approved by the Board)
  • Soliciting sponsorships

Abbe Temkin, Chair

The Chicago Community Trust

Tel: (312) 616-8000

Email: atemkin@cct.org

 

Technology Committee – Meets quarterly

Comprised of two primary components:

  1. Social Media

Goal:

  • Review and oversight of the existing CEPC LinkedIn Group; develop proposals for LinkedIn to present to the Board for use in promoting CEPC, its members, programs and events
  1. Website

Goal:

  • Review and oversight of the existing CEPC Website; develop proposals for changes to the Website (within the hosting constraints) to present to the board for use in promoting CEPC, its members, programs, and events

Natalie Perry, Co-Chair

Rathje Woodward

Tel: (630) 510-4935

Email: nperry@rathjewoodward.com

Grant Hendricks, Co-Chair

Horwood Marcus & Berk Chartered

Tel: (312) 242-3300

Email: ghendricks@hmblaw.com

John Welsh, Co-Chair

BNY Mellon Wealth Management

Tel: (312) 422-5434

Email: john.welsh@bnymellon.com

Michael Wycklendt, Board Liaison

 

Welcoming Committee - Meets 1-3 times a year

Goal: Get new members integrated into CEPC activities. This committee will serve to foster active membership as well as retain and attract new members. We are seeking committee members who will take an active and regular role in the following activities:

  • Phone calls to welcome new members to membership and answering any questions
  • Host the New Member table at CEPC lunches
  • Serve as point of contact for new members
  • Committee members to plan and host one event designed to build networks and integrate with current members beyond lunch meetings
  • Commit to attend one of the CEPC extracurricular events each year as well and host the new member table at two (2) monthly luncheon programs

Rebecca Juhant, Chair

Bernstein Private Wealth Management

Tel: (312) 696-7818

Email: rebecca.juhant@bernstein.com

Kathy Garlow, Board Liaison

 

Workshop Committee - Meets 2-3 times with entire Workshop Committee

  • Responsible for organizing the educational programming outside of the CEPC monthly luncheons and hot topic webinars
  • Two Subcommittees, which meet separately as needed, including telephone conference calls:
  1. Workshop and Roundtables Subcommittee:
  • Assist in planning four (4) to six (6) workshops per fiscal year
  • Assist in planning two (2) to four (4) roundtable sessions per fiscal year
  • Brainstorm topics and speakers for Board approval
  • Responsible for working with speakers and sponsors to coordinate timing of program, completion of materials, and marketing of event
  • Attend one session to welcome guests and introduce speaker(s)
  1. Basics Course Subcommittee:
  • Assist in planning 5-part educational seminar
  • Brainstorm topics and speakers for Board approval
  • Responsible for working with speakers and sponsors to coordinate timing of program, completion of materials, and marketing of event
  • Attend one session to welcome guests and introduce speaker(s)

Erica Lord, Chair

Northern Trust Company

Tel: (312) 444-5749

Email: eel2@ntrs.com

Steven Kriz, Workshop Co-Chair

Levenfeld Pearlstein

Tel: (312) 476-7520

Email: skriz@lplegal.com

Maureen Ryan, Basics Course Co-Chair

Madden, Jiganti, Moore & Sinars LLP

Tel: (312) 346-4101

Email: mryan@mjms.com

Paige Goepfert, Board Liaison