JP Morgan


CEPC 2020-2021 Committees Listing


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

  • Outing is scheduled in August - Please note the 2020 Outing has been canceled. Will be working on 2021 Outing.
  • 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
    • Other outing tasks
  • Commit to attend the CEPC Annual Outing


Ricki Harris, Chair

Collection Strategies, LLC

Tel: (773) 972-3443




Diversity Committee – Meets quarterly

  • Mission: The CEPC Diversity Committee is focused on improving all forms of diversity, including, but not limited to, race, religion, ethnicity, gender, LGBTQIA+, and disability with the following 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 a discussion on the estate planning profession (targeting attorneys, accountants and wealth management professionals)
    • Need members to volunteer to participate on the panels at universities
    • Need members to coordinate these panel discussions (possibly over Zoom)
  • Emerging Member Program – Estate planning professionals with less than 2 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
    • Greet EMs and Student Members in attendance at CEPC Luncheons or other events
  • Collaborating with other CEPC committees
    • Need members to help with annual networking breakfast (Membership and Networking Committees as well)
    • Looking to develop NextGen Membership and Programming to include all Emerging Members and all Associate Members (Diversity & Membership Committees)
  • Commit to attend one of the events each year


Amy Schoefel, Chair

The Northern Trust Company

Tel: (312) 630-1490



Terry Navarro, Board Liaison

Karin Prangley, Board Liaison



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

  • Goals:
    • Expanding and retaining membership
    • Working together with other committees, especially the Welcome, Networking, and Diversity Committees
    • 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 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


Kathy Garlow, Chair

Shepard Schwartz & Harris LLP

Tel: (312) 726-8353




Networking Committee – Meets 2-3 times per year

  • Goal:
    • The Networking Committee of the CEPC was established to foster interaction among the 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 Chair
    • 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, Co-Chair

Schiff Hardin LLP

Tel: (312) 258-5581



Tony Oommen, Co-Chair

Fidelity Charitable

Tel: (312) 771-5676



Carrie Harrington, Board Liaison



Public Outreach Committee – Meets at least 3 times per year

  • Goal:
    • 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) present at the various venues using the presentation outline. We have two individuals co-present at each meeting


Richard Cohn, Co-Chair

Tel: (312) 726-2325



Gretchen Spreitzer, Co-Chair

The Northern Trust Company

Tel: (312) 557-8545



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

  • Goal:
    • Solicit sponsorships
  • Committee members assist with various tasks, including:
    • Reviewing and recommending sponsorship levels
    • Soliciting sponsorships


Abbe Temkin, Chair

The Chicago Community Trust

Tel: (312) 616-8000




Technology & Social Media Committee – Meets quarterly

Comprised of two primary components:

  • Social Media:
    • Goal: Review and improve use and function of the existing CEPC LinkedIn Group
    • Ascertain best use and appeal of Group to members using LinkedIn Company Page and Group Forum to improve promotion of CEPC, its members, programs and events
  • Website:
    • Goal: Review and oversight of the existing CEPC Website
    • Develop changes to the Website (within the hosting constraints) for use in promoting CEPC, its members, programs, and events for board review


Natalie Perry, Chair

Rathje Woodward

Tel: (630) 510-4935



Raquel Porter, Board Liaison



Welcoming Committee – Meets 1-3 times per year

  • Goal:
    • Get new members integrated into CEPC activities. This committee serves 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


Becky Juhant, Co-Chair

Fifth Third Bank

Tel: (815) 370-3394



Scott Voigt, Co-Chair

Wells Fargo Bank

Tel: (312) 592-5617



Aaron Stumpf, Board Liaison



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

  • Goal:
    • Schedule educational programming outside of the CEPC monthly luncheons and hot topic webinars
  • Two Subcommittees, which meet separately as needed, including telephone conference calls:
    • 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)
    • Fundamentals 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

The Northern Trust Company

Tel: (312) 444-5749



Lorri Otis, Subommittee Co-Chair: Workshops

Otis Law Offices

Tel: (312) 427-0076



Maureen Ryan, Subcommittee Co-Chair: Workshops

Madden, Jiganti, Moore & Sinars LLP

Tel: (312) 346-4101



Bridget Byrne, Subcommittee Co-Chair: Fundamentals Courses


Tel: (312) 283-5565



Steven Kriz, Subcommittee Co-Chair: Fundamentals Courses

Levenfeld Pearlstein

Tel: (312) 476-7520



Paige Goepfert, Board Liaison