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Charting a Course for Family Business Legal Leadership

Our second annual legal forum created an inclusive environment for families and their trusted advisors, including in-house or external legal counsel, to initiate or advance discussions on pertinent topics. The program showcased a diverse lineup of industry leaders, family business allies, and esteemed alumni and faculty from Loyola.

Event Materials

Agenda

8:15 a.m.	Registration and Continental Breakfast
8:30 a.m.	Welcome Adam Damerow, Katten, & Loyola Alumnus Jill McCall, Loyola Family Business Center
8:35 a.m.	Session 1: It's Not Magic, It's Math: Responsibly Using AI for Your Family and Business Steven Keith Platt, Loyola University Chicago Michael R. Justus, Katten
9:25 a.m.	Session 2: Addressing the Unexpected Lawsuit/Settlement: BIPA Madness Johnny Schroeder, creative werks Chris Clancy, Panduit Moderator: Charlie DeVore, Katten
10:15 a.m.	Break
10:25 a.m.	Session 3: Stress in the Workplace: The Impact It Has On Our Thinking Denis John Healy, Turtle Wax & Healy Family Holdings, Inc. Elizabeth Lewis, Turtlewax, Inc. Tony Pacione, Illinois Lawyers’ Assistance Program
11:15 a.m.	Session 4: Forming a Family Office Larry Barry, Uline Jessica Ashley Davis Garmon, The Will Group Saul Rudo, Katten Tye J. Klooster, Katten
12:05 p.m.	Networking Lunch
12:35 p.m.	Session 5: Corporate Transparency Act: Overview and Update Caitlin Kelly, Katten and Loyola Alumna Stephen Naughton, Loyola University Chicago Walter Weinberg, Katten
1:25 p.m.	Session 6: Family Business Transition Planning Anita Sarafa, JPMorgan Private Bank Adam Damerow, Katten, & Loyola Alumnus Jeffrey R. Patt, Katten
2:30 p.m.	Adjourn

Speakers

	Larry Barry Director, Legal Affairs ULINE
	Chris Clancy General Counsel Panduit
	Adam Damerow Partner, Katten Loyola Alumnus
	Charles DeVore Partner & Deputy General Counsel Katten
	Jessica Ashley Davis Garmon COO, President, Chief General Counsel The Will Group
	Denis John Healy Executive Chairman Turtle Wax & Healy Family Holdings, Inc.
	Michael R. Justus Partner, Intellectual Property Katten
	Caitlin Kelly Associate, Private Wealth Katten
	Tye Klooster Partner, Private Wealth Katten
	Elizabeth Lewis General Counsel Turtle Wax Inc.
	Jill McCall Director Loyola Family Business Center
	Stephen Naughton Professor of Law Loyola University Chicago
	Tony Pacione, LCSW, CSADC Deputy Director Illinois Lawyers’ Assistance Program
	Jeffrey R. Patt Partner, Mergers and Acquisitions Katten
	Steven Keith Platt Director of Analytics & Lecturer of Applied AI Director, AI Business Consortium Quinlan School of Business
	Saul Rudo Partner and Chair, Transactional Tax Department Katten
	Anita Sarafa Managing Director JPMorgan Private Bank
	Johnny Schroeder Corporate Legal Counsel & Sr. Manager, Plant Operational Systems creative werks
	Walter Weinberg Senior Counsel, Corporate Practice Katten