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Congratulations to the 2017 Board Members elected on January 12, 2017 at the  Annual Meeting.  Read the press release


Terry Savage to Moderate Panel Featuring Author Meredith Jones at Chicago Finance Exchange Dinner  Download the Press Release


CFE Welcomes Illinois Attorney General Lisa Madigan, Guest Speaker at May Dinner.  
Download the Press Release

 


CFE Board President Sara Hays featured in the Chicago Tribune for her recent re-election. Read the article.

 


Congratulations to the 2016 Board Members elected on January 14, 2016 at the Annual Meeting.  Read the press release.


Chicago Finance Exchange Named as a Top Business Club in Chicago (August, 2015) Chicago Finance Exchange (CFE) has been named one of Chicago’s 8 most exclusive business clubs by Crain’s Chicago Business. This recognition is a result of the thought leadership programming and enriched networking events conducted for the invitation only organization, which counts as members over 230 senior women leaders in finance across Chicago’s public, private, and non-profit business community.
Read the full press release.

 



Member News

Joan Waggoner has been re-appointed to the Financial Accounting Standards Advisory Council (FASAC) for 2017. FASAC comprises approximately 35 members who are drawn from the ranks of CEOs, CFOs, senior partners of public accounting firms, executive directors of professional organizations, and senior members of the academic and analyst communities, all with an interest in the integrity of full and complete financial reporting and disclosure.
Northwestern Pritzker School of Law announced that Sara Hays has been selected as chair of the Northwestern Law Board. She began her 2-year term at the start of the new fiscal year in September. Read the complete press release.
Congratulations to Laura Pearl on being appointed to the Teahers' Retirement System Board for a three-year term by Illinois State Governor Bruce Rauner.  Read the full press release.

Laura Pearl moderated the 4th Annual Chicago CFO Invitational hosted by Evanta, a Corporate Executive Board company.  


Congratulations to Marsha Cruzan and Elizabeth Karlson - both were included in Crain's "2016 Who's Who in Chicago," published September 5, 2016. 
Anna Rappaport was mentioned in a New York Times article, Trading Stocks for Bonds Poses Its Own Risk

CFE members Sara Hays and Roberta Lane were quoted in a May 28th Crain's article, "Women's Work? Non-profit CFO."   Read the entire article here 
The May edition of Corporate Counsel Magazine features an article by Sara Hays entitled “Yes, Lawyers Can Be On Boards of Directors.”

Anna Rappaport wrote two essays just published:
Women and Retirement Risk: What Should Plan Sponsors, Planners, Software Developers and Product Developers Know? and Thinking about the Future of Retirement. 
Anna also spoke on May 3 at the Plan Sponsor Council of America meeting on the employers role in retirement advice.  More info here.

Meenal Sethna was promoted to Executive Vice President and CFO of Littelfuse Inc. in March, 2016. Littelfuse Inc. is a global leader in circuit protection, with an expanding presence in power control and sensing. In this role, she is responsible for the company’s finance and accounting, investor relations, mergers and acquisitions, and internal audit activities.


On May 5 CFE Members JoAnn Lilek, Marie Graul and Sara Hays participated in a panel discussion, "How to Attain a Seat on a Corporate Board." The Chicago Chapter of the CFO Leadership Council hosted the panel discussion and CFE Member Joan Rockey was instrumental in coordinating the program.


The May edition of Corporate Counsel Magazine features an article by Sara Hays entitled “Yes, Lawyers Can Be On Boards of Directors.”


Jan Promer joined Campbell & Company as their Director of Finance and Administration. Campbell is a national consulting firm, headquartered in Chicago, that specializes in supporting not for profits in their development activities.


Laurel Bellows gave a powerful TEDx Talk on April 10 on modern day slavery in the United States and what businesses and individuals can do to combat this invisible epidemic. Watch it by downloading LIVESTREAM and search for TEDxIIT 4:14:34. Call Laurel with any questions. She is passionate about transforming businesses and their supply chains.


Congratulations to Martha McGuire on her promotion to Executive Vice President, Capital Markets & Lease Finance, for First Bank of Highland Park.  
Donna Moore has been named CFO for the nationally recognized LEARN Charter School Network. LEARN's mission is to provide children with the academic foundation and ambition to earn a college degree. The network currently includes nine elementary schools with an annual operating budget of over $46M. As CFO, Donna will manage Accounting, Finance, IT and Facilities. Previously, Donna was CFO for Chicago Public Media, Inc.


Congratulations to Kim Hunter on being named Treasurer and Vice President of Investor Relations for Libbey Inc.  


Laurel Bellows is thrilled again to be named Super Lawyer and Illinois Best Lawyer, 2016. She is currently serving on the Executive Committee of the InterAmerican Bar Association and is planning a trip to the Council meeting in El Salvador. Laurel is delighted that she was accepted into the Direct Women Corporate Board program as she seeks to sit on public corporate boards based on her executive compensation and cyber security expertise. As part of her busy new year season of executive transition, Laurel is fortunate to represent a number of Named Executive Officers and Senior Management to negotiate their new employment, retirement and separation agreements. Laurel wants to thank you for your confidence in referring friends and business associates during their difficult and/or joyful transitions.


On January 5, Anna Rappaport had an article posted to the Pension Research Council blog in Forbes, and also one in The Capital Exchange. Read the post here.


Anna Rappaport authored an article published in The Conference Board Human Capital Exchange titled “New insights on the finances of Americans support need for financial wellness programs”.This is a report about a project sponsored by the Society of Actuaries Committee on Post-Retirement Needs and Risks. The Society of Actuaries is partnering with the Social Security Administration to support research conduced by the Center for Economic and Social Research at the University of Southern California. The 2015 new study “How Americans Manage Their Finances” provides insights into financial management and at all ages. The study provides insights into use of financial products, debt, financial stresses, and planning for the future by age group.

Congratulations to Kim Hunter on being named Treasurer and Vice President of Investor Relations for Libbey Inc. 


Meenal Sethna, currently Senior Vice President, finance, has been named Chief Financial Officer for Littelfuse, Inc. in a transition that will occur at the end of March.

Congratulations to Martha McGuire on her promotion to Executive Vice President, Capital Markets & Lease Finance, for First Bank of Highland Park.


Donna Moore has been named CFO for the nationally recognized LEARN Charter School Network. LEARN's mission is to provide children with the academic foundation and ambition to earn a college degree. The network currently includes nine elementary schools with an annual operating budget of over $46M. As CFO, Donna will manage Accounting, Finance, IT and Facilities. Previously, Donna was CFO for Chicago Public Media, Inc.  


Laurel Bellows is thrilled again to be named Super Lawyer and Illinois Best Lawyer, 2016. She is currently serving on the Executive Committee of the InterAmerican Bar Association and is planning a trip to the Council meeting in El Salvador. Laurel is delighted that she was accepted into the Direct Women Corporate Board program as she seeks to sit on public corporate boards based on her executive compensation and cyber security expertise. As part of her busy new year season of executive transition, Laurel is fortunate to represent a number of Named Executive Officers and Senior Management to negotiate their new employment, retirement and separation agreements. Laurel wants to thank you for your confidence in referring friends and business associates during their difficult and/or joyful transitions. 


On January 5, Anna Rappaport had an article posted to the Pension Research Council blog in Forbes, and also one in The Capital Exchange. Read the post here.


Congratulations to CFE members Lori Carlson, Vicki Dudley, Kathleen Hechinger, JoAnn Lilek and Joan Rockey on being selected by the Chicago Chapter of Financial Executives International as a Finalist in the Mid Private category for a 2015 Chicago CFO of the Year® Award. 
Congratulations to Claire A. Koeneman on being appointed to the Board of Trustees of Lexington Realty Trust (“Lexington”) (NYSE:LXP), a real estate investment trust focused on single-tenant real estate investments.  Read the full press release

Chicago Finance Exchange (CFE) is pleased to announce that it has been named one of Chicago’s 8 most exclusive business clubs by Crain’s Chicago Business. This recognition is a result of the thought leadership programming and enriched networking events conducted for the invitation only organization, which counts as members over 230 senior women leaders in finance across Chicago’s public, private, and non-profit business community.  Read the full press release. (Posted August 25, 2015)
 

Anna Rappaport is quoted in Time Magazine article "Inside the Next Social Security Crisis" http://time.com/3969233/inside-the-next-social-security-crisis/ August 3, 2015 edition, posted 7/23/2015 on-line. This article is about Social Security and women. Anna Rappaport is quoted at the beginning and end of the article. (Posted July 24, 2015)

Laurel Bellows is thrilled to announce her election to the Executive Committee of the Council of the Inter-American Bar Association, the organized bar coalition of the Presidents of all the countries of the Americas, France and Spain. Not only will Laurel be working alongside Latin American leaders to address issues of consequence among Latin American countries and global corporations, but she is perfecting her Spanish idioms and mastering “What's App” in Spanish at breakfinger speed since her Latin peers love to chat. (Posted July 16, 2015) 


Sara Hays recently joined Allegis Partners and Major, Lindsey & Africa to launch a board search practice among the other executive search services offered by the companies which are part of Allegis Group, the largest private staffing and recruitment company in the United States with over 350 offices world-wide. (Posted July 15, 2015)


Pavilion Advisory Group’s CIO, Susan McDermott and several of the firm’s investment consultants have published a book - the “Fiduciary Primer”. This is a best practice manual based on the firm’s experience over several decades and participating in over 1,000 Investment Committee meetings. The book is designed to assist those responsible for governing asset pools, such as defined benefit and defined contribution plan, endowments, foundations and healthcare systems. Each of the eight chapters covers the “need-to-know” particulars and best practices on one aspect of managing an investment pool. References at the end of chapters provide interested readers with direction on how to delve further into the subject matter. Finally, the appendix contains definitions of the most commonly used investment terms. The Fiduciary Primer is available for download to an e-reader from Amazon. It can also be accessed via http://www.pavilioncorp.com/ideas-insights/fiduciary-primer/ free of charge. (Posted July 14, 2015)


Christine Edwards was selected by the National Law Journal as one of a distinct, national group of distinguished leaders in government, business and law firms, recognized as trailblazers in regulatory and compliance. In the article, Chris comments on her Washington D.C. government relations experience, her effort in supporting women in the corporate setting, and the evolving role of the chief compliance officer.

View Ms. Edwards’ profile in The National Law Journal 2015 “Trailblazers: Regulatory & Compliance”. 
(Posted July 9, 2015)

Congratulations to Linda Havard who was named Chairman of the Board of Trustees of The Chicago School of Professional Psychology. She also received an honorary Doctor of Business from TCSPP for her work in the business and professional community, as well as her work with The Chicago School. (Posted July 9, 2015)

Congratulations Kelly Grier for being named new Midwestern Managing Partner at Ernst & Young. Formerly a Managing Partner, Kelly will now head the accounting firm's central region, the first time a woman has been appointed to that position.

She takes over from Rick Fezell as vice chair and central region managing partner. Based in Chicago, she will oversee more than 8,000 auditors, consultants and tax professionals spread across 15 states, with nearly 2,700 of them here. That's two more states and double the number of professionals than when Fezell tackled the job three years ago. Read the full Crain's article here.  (Posted June 30, 2015)


Julie Scott elected as Board President - University of Illinois College of Business Alumni Association

Julie Scott, President of CTS Holdings, Inc., a hands-on Finance & IT business advisory and project management firm, has been elected as the Board President of the University of Illinois College of Business Alumni Association Board (CBAA) which represents approximately 60,000 University of Illinois College of Business alums worldwide. Julie remains very active with her Urbana-Champaign campus alma mater, and is also currently serving on the Selection Committee to identify the new Dean for the College of Business at Urbana-Champaign.

Along with her husband, Julie established and maintains a scholarship program for U of I Business at Urbana-Champaign students interested in Entrepreneurship. In addition to her this role, Julie also serves on the Board for the University of Illinois Alumni Association (UIAA), representing all three U of I campuses, with over 700,000 alumni worldwide. (Posted June 24, 2015)


Catherine McGivney was recently interviewed for an article in the Chicago Tribune about the legal issues faced by software developers. Click here to read the interview(Posted June 18, 2015)


Leslie M. Savickas joins the Logan Foundation's board and brings to it the benefit of her long experience in a variety of financial roles in both the public and private sectors. A Chicago native, she has served as a corporate treasurer, commercial lender, and financial controller and has managed accounting, corporate finance, financial marketing, and investment functions.

She has also served on charitable and civic boards and commissions. Her undergraduate degree in French was earned at DePaul University; her M.B.A., at Loyola University in Chicago; and a C.P.A. credential, from the State of Illinois. Leslie looks forward to contributing to the important work of achieving the foundation's mission. (Posted June 17, 2015)


Anna Rappaport was quoted in a CNBC article. http://www.cnbc.com/id/102752219

Anna Rappaport had an article published online by Forbes, “Seven Retirement Gaps And What To Do About Them” is currently available on Forbes.com at the following address:
http://www.forbes.com/sites/pensionresearchcouncil/2015/06/01/seven-retirement-gaps-and-what-to-do-about-them/

Anna Rappaport spoke at the National Association of Insurance Commissioners Center for Insurance Policy and Research Symposium: Boom or Bust: A Look Into Retirement Issues Facing Baby Boomers, on June 16. http://www.cvent.com/events/cipr-symposium-boom-or-bust-a-look-into-retirement-issues-facing-baby-boomers/agenda-ad45c1d57c084da5bc9475236d66ac53.aspx  (Posted June 17, 2015)


Dorri McWhorter is quoted in the Chicago Tribune as Uber partners with the YWCA in its "Drive to Thrive" program. This new initiative aims to create one million jobs for women by the year 2020, including 5,000 in the Chicago area. YWCA CEO Dorri McWhorter said the technology and ride-hailing company would support her 139-year-old organization’s economic-empowerment initiatives as part of the arrangement.  “We are really focusing on how do we continue to bring our services and address the needs of the women that we serve in a very 21st century, modern way,” McWhorter said. She said YWCA will use direct marketing and a new seminar series called YShare, focused on the sharing economy, to alert constituents to job opportunities with Uber.  Read the full article here(Posted June 10, 2015)
Sara Hays recently joined fellow CFE member Chris Edwards and several other public company directors to discuss “Perspectives of Directors: Corporate Counsel Challenges in Today’s Environment” at a Project 5/165 regional workshop designed to support and accelerate the development of women in-house lawyers. The name 5/165 derives from the goal – a target – to have 165 (30%) women as General Counsel in Fortune 500 companies within 5 years.

Sara Hays also recently addressed a group of compliance professionals at the ACC Advanced Compliance Education Summit in New Orleans on the topic of “Words of Wisdom from Audit Committee Members.” (Posted May 21, 2015)

Margaret Annett has recently joined two corporate advisory boards: Alternative Teaching, Inc., a child and adolescent behavior management consulting firm and Forward Space, Inc. the Steelcase dealership in Chicago.  (Posted May 15, 2015)


Anna Rappaport’s article “Impact of Long-Term Care on Retirement Wellness” was published in the second quarter 2015 issue of Benefits Quarterly, published by the International Foundation of Employee Benefit Plans. This is part of a special issue on Retirement Wellness. See https://www.iscebs.org/Resources/BQ/Pages/BQExecutiveSummaries2015.aspx for executive summaries of that issue.

Congratulations to Michelle Applebaum who has been elected to the Board of Trustees, where she will be a member of the Post-Graduate Outcomes Committee. She will serve a four-year term. From September 2010 through June 2014, Applebaum taught finance at Lake Forest College, served as an advisor to the school’s new investment club, and helped students connect and prepare for internships and jobs.  

“Michelle knows our community very well and has a wide network of contacts in industry, business and finance. She’s been able to open doors for our students,” President Stephen D. Schutt said. Congratulations Michelle!  Read press release. (May 11, 2015)


Anna Rappaport is pleased to let CFE members know she is part of the Pension Research Council's blog team. She published an article "Key Retirement Concerns and 7 Planning Tips for Women in Forbes online. She serves on the advisory board of the Pension Research Council; the Council is a leading pension research organization connected to the Wharton School at the University of Pa. (April 17, 2015)
Additional congratulations to Dorri for being honored by three additional organizations. On March 26, Dorri received the Phenomenal Woman Award at the Black Women's Expo 2015. The Phenomenal Woman Award pays tribute to African American women that have distinguished themselves throughout the city of Chicago and beyond. On April 1 she received the Chicago Defender Women of Excellence award which celebrates local African American women who inspire others through their vision, leadership, exceptional achievements and participation in community service. And lastly, on June 21, Dorri will receive the N'DIGO Foundation 2015 Community Award.  The N'Community Award is the foundation's most prestigious award given to someone that exemplifies accomplishment and achievement in the community. Congratulations Dorri!  (March 2015)
Congratulations to Sara Hays who has been appointed as a director of ECI Group, a private family-owned multi-family real estate developer/operator headquartered in Atlanta with developments throughout the Southeast U.S. Also, Sara was quoted in a recent article in Chicago Lawyer Magazine regarding lawyers as corporate board directors. Here’s the link: http://chicagolawyermagazine.com/Articles/2015/03/Corporate-Directorships.aspx (March 2015)


Lee Ann Hoover was pleased to be a panelist at the upcoming University of Illinois Champaign-Urbana College of Business Roundtable on April 8 entitled “Pioneers, Groundbreakers, Innovators: A Roundtable for Women in Business”.  The panel talked about continuing the legacy to of leadership and shaping the future of business. Whether it's shattering the glass ceiling, shaking up the entrepreneurial frontier, or generously giving time and leaderhsip back to the College, alumnae have made a significant impact on the College - and on business as a whole. (March 2015)

Congratulations to Laura Born, who was apppointed to the Carlson Wagonlit B.V. Board of Directors. Carlson Wagonlit B.V. organizes business travels. The company offers air, train, and ferry tickets, as well as hotel accommodation, car rental, and other travel services.(March 2015)


Patty Delony has been elected to the board of trustees of Fisk University in Nashville, Tennessee. She was invited to this position by fellow CFE member and Fisk alumna Barbara Bowles, who is chairman of the Fisk board. (3/10/2015) 


Kristie Paskvan is serving as Chairperson of Chicago Says No More, a non-profit that will be launched in April that will bring various organizations together to help support victims of domestic violence. The idea to form the Chicago group was inspired by the national No More Campaign. Chicago Says No More will launch officially in April with a reception being held at CBS 2 Chicago, the lead media partner for the organizaiton. To learn more and get involved, read the press release. (3/10/2015)
Congratulations to Julie Goonewardene who has been named to the National Advisory Council for Innovation and Entrepreneurship. This group advises Secretary of Commerce Pritzker on issues and solutions related to the Innovation Economy. (3/10/2015)


Ellen Rogin would like to share that Metropolitan Capital Bank has a great summer intern opportunity. If you know of someone who is interested, see the attached for additional details and resume submission information. (2/16/2015)

We are excited to share that CFE Board Member Dorri McWhorter, Chief Executive Officer, YWCA of Metropolitan Chicago, and CFE Member Kelly McNamara Corley, EVP, General Counsel and Secretary, Discover Financial Services, have each been selected as one of the ten Chicago female leaders Womenetics will recognize at the annual POW! Awards. Chosen for their ability to transform vision into action, triumph through adversity, rise through the ranks and break through barriers to attain success in the workplace and the community; Dorri's and Kelly's leadership will be celebrated at the POW! Awards luncheon taking place March 25th at The Metropolitan Club in Chicago. The POW! Awards honor women who demonstrate business leadership, community impact and commitment to the advancement of other female leaders. Kelly exemplifies a truly purposeful woman who has used her position to advance substantive change in business and society. Congratulations Dorri and Kelly!  (February 11, 2015)

The Northwestern University Black Alumni Association recently selected Gail Hasbrouck for a Salute to Excellence Award. The Excellence Award recognizes alumni that have attained a high level of professional success while exhibiting a commitment to community. "It was my pleasure this past weekend to be honored by Northwestern University Black Alumni Association, with the Salute to Excellence Award, at its Summit and Salute to Excellence Gala in Ft. Lauderdale, FL January 23-25. I was one of five alums who were selected for 'accomplishments both professional and personally, reflecting brightly on Northwestern,'" said Gail.  (January 28, 2015)

Laurel Bellows was recently interviewed for an article about pay equity between men and women, "Even Movie Star Needs Leverage to get Equal Pay." Read the article here. (1/16/2015)


Congratulations to Lee Ann Hoover who was appointed in December to the Dean's Business Council at the University of Illinois at Urbana-Champaign's College of Business. Read the full press release here.(1/6/2015)

Linda Havard was awarded the degree of Doctor of Business, Honoris Causa and was named chairman of the Board of Trustees of The Chicago School of Professional Psychology in October 2014. Linda has served on the Board of TCSPP since October 2004. She also serves on the Board of The Chicago School Education System (TCSES).  (January 5, 2015)

Betty Latson is happy to announce she joined U.S. Bank in September as Senior Vice President - Team Lead.  Betty is managing of a team of corporate bankers responsible for business development, client management, and underwriting, targeting middle market companies defined broadly as companies with $20 million to several billion in revenue. (January 2, 2015)


Congratulations to Joan Rockey on becoming Partner of CastleArk Management, LLC on December 1, 2014. (January 2, 2015)

Congratulations to Michelle Applebaum was elected to the Northwest Pipe Company (NASDAQ: NWPX) Board of Directors September 15, 2014. Northwest Pipe an industry leader of engineered welded steel pipe products. View the full online press release here. (January 2, 2015)

 

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