DOCSLIB.ORG

First Chair Awards & Conference

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
First Chair Awards & Conference FIRST CHAIR AWARDS CONFERENCE & GALA AUGUST 28, 2019 | CHICAGO, IL SPONSOR PROSPECTUS FIRST CHAIR AWARDS PRELIMINARY AGENDA Now in its ninth year, the annual First Chair awards program recognizes America’s WEDNESDAY, AUGUST 28, 2019 most innovative and accomplished in-house counsel for their achievements and significant contributions to the legal community. This full-day conference 8:30 a.m. - 9:00 a.m. | Registration Opens program, followed by an evening awards gala, has become the must-attend 9:00 a.m. - 9:30 a.m. | Welcome event for in-house counsel and their partners in the private legal community. 9:30 a.m. - 11:15 a.m. | General Counsel Roundtable Attended by more than 400 attorneys from around the country this event will 11:30 a.m. - 1:00 p.m. | Lunch/Keynote honor in-house counsel, from some of the country’s most recognized companies, 1:15 p.m. - 2:15 p.m. | Breakout Sessions that have made significant contributions to the legal community. 2:20 p.m. – 3:20 p.m. | Breakout Sessions The event includes a full day of CLE programming presented by First Chair faculty 3:20 p.m. - 3:35 p.m. | Networking Break for our in-house counsel community and select sponsors. The full-day event 3:35 p.m. - 4:35 p.m. | Breakout Sessions will include a General Counsel Panel followed by a private luncheon. Thereafter, attendees will be able to choose from a number of Breakout Sessions led by top 4:40 p.m. - 5:40 p.m. | Breakout Sessions law firm practitioners and members of the in-house community. 6:00 p.m. - 9:30 p.m. | First Chair Awards Gala After the Conference, First Chair will host its 2019 Award Gala at Venue SIX10. The KEYNOTE SPEAKER gala will feature plenty of food and drink with great networking opportunities. Leslie Abramson Retired criminal defense attorney and author of The Defense is Ready: Life in the Trenches of Criminal Law. Leslie Abramson is best remembered for representing defendants such as the Melendez brothers and Phil Spector. CO-CHAIRS AUDIENCE STATISTICS NEIL HAYES GENERAL COUNSEL GUARANTEED RATE, INC. 56% In House Counsel 32% Outside Counsel CHRISTINE M. CASTELLANO SENIOR VICE PRESIDENT, GENERAL 12% COUNSEL, CORPORATE SECRETARY Legal Business Partners AND CHIEF COMPLIANCE OFFICER INGREDION INCORPORATED 1 For sponsorship information contact Gina Amatruda-Fiorillo at (203) 915-3975 or [email protected]. Presented by FIRST CHAIR AWARDS CONFERENCE & GALA AUGUST 28, 2019 | CHICAGO, IL SPONSOR PROSPECTUS SPONSORSHIP OPPORTUNITIES SPONSORSHIP UPGRADES PRESENTING SPONSORSHIP: $20,000 (3 YEAR LUNCH SPONSORSHIP: $2,000 MINIMUM COMMITMENT) • Opportunity to introduce the keynote speaker • Your firm’s name on an award category on the website and promo- • Lunch Sponsor branding highlighted with signage tional information (i.e. “[FIRM NAME] General Counsel Award”) at Awards Event Conference and Gala • Your firm’s name on the actual award for a particular category • Half page ad in onsite program • Ability to announce the award recipients for your firm’s award category REFRESHMENT BREAK SPONSOR (AM OR PM): • Ability to present on a panel at Awards Event Conference $2,000 EACH • Presenting Sponsor branding highlighted with signage at Awards • Break Sponsor branding highlighted with signage at Event Conference and Gala Awards Event Conference and Gala • Five (5) tickets for firm representatives to attend the 2019 First Chair • Sponsor can supply branded décor during break Awards Event Conference (custom napkins, cups, etc., with company logo) • Ten (10) tickets for firm representatives to attend the 2019 First Chair Awards Gala • Attendance at the keynote luncheon exclusively for in-house counsel EVENT APP SPONSOR: $2,000 attendees and sponsors • Sponsor branding highlighted with signage at Awards Event Conference and Gala • List of attendees in advance of Awards Event • Sponsor highlighted in email sent to attendees to • Half page ad in onsite program promote the app PLATINUM SPONSORSHIP: $10,000 PAPER & PEN SPONSOR: $2,000 • Ability to present on a panel at Awards Event Conference • Sponsor branding highlighted with signage at Awards • Platinum Sponsor branding highlighted with signage at Awards Event Event Conference and Gala Conference and Gala • Sponsor to provide branded custom notepad and • Three (3) tickets for firm representatives to attend the 20198 First Chair pens to be distributed on-site to all attendees Awards Event Conference and Gala • Attendance at the keynote luncheon exclusively for in-house counsel ONSITE BROCHURE ADVERTISEMENTS*: attendees and sponsors • $2,500 Half page ad • List of attendees in advance of Awards Event • $4,500 Full Page Ad *20% discount for sponsors GOLD SPONSORSHIP: $5,000 • Participating Sponsor branding highlighted with signage at Awards Event Conference and Gala • One (1) tickets for firm representatives to attend the 2019 First Chair Awards Event Conference and Gala SPONSORSHIPS ARE A • Attendance at the keynote luncheon exclusively for in-house counsel GREAT WAY TO GET YOUR attendees and sponsors PRODUCTS AND SERVICES • List of attendees in advance of Awards Event • 25% discount for Nomination Committee Members IN FRONT OF YOUR TARGET MARKET www.firstchairevent.com 2 For sponsorship information contact Gina Amatruda-Fiorillo at (203) 915-3975 or [email protected] Presented by FIRST CHAIR AWARDS CONFERENCE & GALA AUGUST 28, 2019 | CHICAGO, IL 2018 FIRST CHAIR AWARD RECIPIENTS DRINKER BIDDLE TOP GENERAL COUNSEL Martin Galese, Formlabs Torgny Nilsson, Sierra Energy Cindy Abbott, Chicago Public Media-WBEZ Steve Galler, The Habitat Company Scott Noah, Fieldpoint Private David Adler, Market Connect Group Gene Gardner, MorganWhite Group Inc. Deirdre O’Callaghan, Center for Internet Security, Inc. John Albright, Hub International Michael Gershowitz, Harrison Street Real Estate Capital, LLC Clara J. Ohr, East Coast Energy Group David Altman, Freedom Mortgage Larry Gille, Prevea Health David Oskandy, Avanade LLC Killol Amin, Collabera, Inc. Marc Goodman, Pepperdine University Louise Pentland, PayPal Inc. Shauna Askins, Knighthawk Engineering R. Keith Gordon, Vis Solis Consulting, LLC Dale Pierson, International Union of Operating Scott Baity, Baptist Health Matthew Griffin, Kaplan Engineers Local 150 Patricia Barbieri, Daiichi Sankyo, Inc. Robert Hagedorn, GeoVera Holdings, Inc. Barbara Pollack, Raytheon Theodore Barry, SKF USA, Inc. Janice Hamblin, Cramer-Krasselt John Polster, Bridgeview Bank Daniel Barsky, Fluent Inc. Chad Hamilton, Sargento Foods Inc. Chad Powers, Medical Reimbursements of America Mark Bell, COR Clearing LLC Scott Hampton, Forever 21 Kristin Pruitt, Lakeland Financial Corp. Anne Benedict, Summit Materials LLC Melanie Hansen, Massage Envy Franchising LLC Robert Rader, Ovation LLC Brad Bergmooser, Baxter Credit Union Kara Harchuck, Hunt Companies, Inc. Melissa Reardon Henry, Northeastern Illinois Kesner Bienvenu, Illinois Medical District Katherine Hargis, Key Energy Services Inc. University David Billings, Affiliated Managers Group Donna Hargrove, AmWINS Group, Inc. Rob Rieders, Postmates Susan Blizzard, Intekon Corporation Kathryn Hartrick, Robertson Lowstuter Eric Rietz, Kenny Construction Company Lane Blumenfeld, Team Velocity Marketing Jeffrey Hartwig, Dotdash James Rizzo, National Association of Home Kathleen Boege, Wintrust Financial Corporation Builders George Hefferan, Mindcrest Inc. Cynthia Boeh, OWC Rudy Rodriguez, CEC Entertainment Inc. Carrie Hightman, NiSource Ilya Braz, GFI Capital Resources Group Inc. Diego Rotsztain, Gain Capital Holdings, Inc. Michael Holt, TOTE, Inc. Jason Brown, Dyson Richard Russeth, Leprino Foods Company Gary Hood, The Duracell Company Tom Buckley, Archdiocese of St Louis Mark Sarlitto, Wilton Re Services Keith Horton, Camelot Illinois, LLC Bradley Burd, Inc. John Schmieding, Arthrex Mary Huser, Plantronics Dorothy Capers, National Express LLC Rachel Schulman, EMCO Chemical Distributors, Stacey Jackson, Golden Bear Insurance Company Paul Carango, AE Companies Inc. David Kelly, Golden State Warriors, LLC Richard Casey, Innogy Renewables US Michael Silverman, SmithBucklin Corporation Gerald Kenney, Unisys Corporation Brian Chase, The Michelson Found Animals Foundation Dan Simon, The Coffee Bean & Tea Leaf Dennis Kerrigan, Zurich North America Andrew Chen, Vyopta Inc. Stephen Sitley, Sears Holdings Andrea Kimball, Sporting Kansas City Mark Chilson, Caresource Michael Sparks, Alacer Gold Corp. Mike King, Zonar Systems Carla Christofferson, AECOM Adina Storch, Cedar Realty Trust Inc. Jeffrey Korn, Crexendo, Inc. Richard Clampitt, WD-40 Company Christine Sweeney, Texas Municipal Retirement Charles Lee, Esurance Insurance Services Malissia Clinton, The Aerospace Corporation System Daniel Leep, Old World Industries, LLC Jonathan Coleman, CoStar Group Marc Taxay, Arista Networks Inc. Terry Leve, Pinnacol Assurance Evelyn Crane-Oliver, Robert Half International Pia Thompson, LendUp Chaim Levin, Tradition (North America) Inc. Mareilé Cusack, Ariel Investments Georgia Vlamis, FreightCar America, Inc. Lola Lin, Airgas, Inc. Deborah Danzig, Ashton Woods Homes Jules Vogel, American Advisors Group Michael Lorge, Village of Skokie Pedro DeJesus, Tampico Beverages, Inc. Courtney Vanlonkhuyzen Welton, Lenovo Mobile Monica Machen, Fifth Third Bank Business Group Rana Dershowitz, Aspen Skiing Company Nicole Madigan, Flying Food Fare Simone Wu, Choice Hotels International Inc. Adam Deutsch, ConvaTec Group Plc William Mahone, Interlaken Capital, Inc. Brian Ziff, Sandor Development Company Nicole Duckett-Fricke, Los Angeles Clippers Joshua
Load more

Recommended publications
  • 2018 Inspection Grant Thornton LLP (Headquartered in Chicago, Illinois)
    2018 Inspection Grant Thornton LLP (Headquartered in Chicago, Illinois) April 28, 2020 THIS IS A PUBLIC VERSION OF A PCAOB INSPECTION REPORT PORTIONS OF THE COMPLETE REPORT ARE OMITTED FROM THIS DOCUMENT IN ORDER TO COMPLY WITH SECTIONS 104(g)(2) AND 105(b)(5)(A) OF THE SARBANES-OXLEY ACT OF 2002 PCAOB RELEASE NO. 104-2020-010 Executive Summary Our 2018 inspection report on Grant Thornton LLP provides information on our inspection to assess the firm’s compliance with Public Company Accounting Oversight Board (“PCAOB”) standards and rules and other applicable regulatory and professional requirements. This executive summary offers a high-level overview of: (1) Part I.A of the report, which discusses deficiencies (“Part I.A deficiencies”) in certain issuer audits that were of such significance that we believe the firm, at the time it issued its audit report(s), had not obtained sufficient appropriate audit evidence to support its opinion on the issuer's financial statements and/or internal control over financial reporting (“ICFR”), and (2) Part I.B of the report, which discusses deficiencies that do not relate directly to the sufficiency or appropriateness of evidence the firm obtained to support its opinion(s) but nevertheless relate to instances of non-compliance with PCAOB standards or rules. The fact that we have included a deficiency in this report — other than those deficiencies for audits with incorrect opinions on the financial statements and/or ICFR — does not necessarily mean that the issuer’s financial statements are materially misstated or that undisclosed material weaknesses in ICFR exist.
    [Show full text]
  • In the United States District Court for the Northern District of Illinois Eastern Division Surfside Non-Surgical Orthopedics, P
    Case: 1:18-cv-00566 Document #: 47 Filed: 06/25/18 Page 1 of 31 PageID #:227 IN THE UNITED STATES DISTRICT COURT FOR THE NORTHERN DISTRICT OF ILLINOIS EASTERN DIVISION SURFSIDE NON-SURGICAL ) ORTHOPEDICS, P.A., individually and ) on behalf of all others similarly-situated, ) ) Plaintiff, ) ) v. ) Case No.: 1:18-cv-00566 ) ALLSCRIPTS HEALTHCARE ) Hon. Sara L. Ellis SOLUTIONS, INC., ) ) Hon. Jeffrey Cole, Magistrate Defendant. ) MEMORANDUM IN SUPPORT OF DEFENDANT ALLSCRIPTS HEALTHCARE SOLUTIONS, INC.’S MOTION TO DISMISS THE CLASS ACTION COMPLAINT Case: 1:18-cv-00566 Document #: 47 Filed: 06/25/18 Page 2 of 31 PageID #:228 TABLE OF CONTENTS INTRODUCTION......................................................................................................................... 1 RELEVANT FACTS .................................................................................................................... 2 I. THE PARTIES ...................................................................................................................... 2 II. THE ATTACK ON THE LLC HOSTING ENVIRONMENT ......................................... 4 III. PLAINTIFF’S CONTRACT WITH LLC .......................................................................... 4 IV. PLAINTIFF’S ALLEGED CLAIMS AGAINST INC. ...................................................... 5 ARGUMENT ................................................................................................................................. 5 I. PLAINTIFF’S CLAIMS AGAINST INC. MUST BE DISMISSED ...............................
    [Show full text]
  • A X O N Feren Ce
    LOCATION The Meridian Conference Center in Rolling Meadows offers on site parking free of charge. A block of rooms has been reserved for conference guests at DoubleTree by Hilton Chicago-Arlington Heights, located at 75 West Algonquin Road, Arling- WELCOME TO OUR ton Heights, Illinois 60005. For hotel accommoda- 20TH ANNUAL CONFERENCE tions, call Tracy Scaduto at 217.522.6818 by August 17. THANK YOU IllINOIS This year, our conference will focus Platinum Sponsors on technical tax and policy developments Abbott Laboratories STATE AND LOCAL Akerman LLP in Illinois, plus provide updates to changes Baker & McKenzie LLP occurring in other states. The speakers for Caterpillar Inc. TAX CONFERENCE Crowe LLP the State and Local Tax Conference are Deere and Company some of the leading experts on state and Deloitte Tax LLP local tax issues. A basic understanding DuCharme McMillen & Associates Inc. Ernst & Young LLP SEPTEMBER 17, 2019 of state tax concepts acquired through Grant Thornton LLP work preparedness is recommended as a The Inland Real Estate Group LLC prerequisite. No advance preparation is KPMG LLP 8:00 A.M. - 4:50 P.M. McDermott Will & Emery LLP needed. NASBA approved delivery method Plante Moran PwC for all sessions is Group Live. Field of Reed Smith LLP ONFERENCE MERIDIAN CONFERENCE CENTER Study–Taxes-Technical and Legal Ethics. Ryan LLC Program Level–Intermediate. Sidley Austin LLP 1701 W. ALGONQUIN ROAD State Farm Insurance Companies C ROllING MEADOWS, IllINOIS All day attendance at this conference Gold Sponsors will provide up to 6.25 hours of AbbVie Inc. Andersen Tax LLC MCLE and CPE credits.
    [Show full text]
  • Financial Executive Compensation Survey 2015
    Financial Executive Compensation Survey 2015 Financial executives see larger salary increases Thomas Thompson Jr. and Ken Cameron Contents 1 Introduction Private company compensation still lags behind public company compensation 2 No change in finance/accounting staff size Sign-on and retention bonuses Use of variable pay Benefits 3 Perquisites Long-term incentives 4 Performance measures Employment contracts Public vs. private company responses 5 Portraits of the top financial jobs Portrait of a CFO Portrait of a corporate controller Portrait of a VP of finance 8 Applying survey results Survey methodology and demographics 9 About the authors 10 About Financial Executives Research Foundation Inc. About Grant Thornton LLP 11 Our supporters 12 FEI 2015 Distinguished Service Award recipients Authors Thomas Thompson Jr. Senior research associate Financial Executives Research Foundation Inc. Ken Cameron Director of Compensation and Benefits Consulting Practice Mid-South Market Territory Grant Thornton LLP The Financial Executive Compensation Private company compensation still lags behind public company compensation Survey 2015 of public and private company Despite base-salary increases that are higher overall than increases financial executives shows a continuing at public companies, private organizations trail in base and total trend of higher salary increases for financial compensation. Differences between the two groups are greater executives at both public and private than 10% among smaller organizations, and the gap increases as the size of the organizations does. The survey data shows companies. Public companies reported a that eligibility for long-term incentives is more than double for 3.9% increase from 3.4% a year ago, while financial executives of public companies compared with private.
    [Show full text]
  • Hearing on How Business Tax Reform Can Encourage Job Creation ­ Ways and Means
    2/26/2016 Hearing on How Business Tax Reform Can Encourage Job Creation ­ Ways and Means (http://waysandmeans.house.gov) The Committee on Ways and Means Hearing on How Business Tax Reform Can Encourage Job Creation JUNE 2, 2011 — TRANSCRIPTS (HTTP://WAYSANDMEANS.HOUSE.GOV/CATEGORY/TRANSCRIPTS/) FULL COMMITTEE (HTTP://WAYSANDMEANS.HOUSE.GOV/SUBCOMMITTEE/FULL-COMMITTEE/) HEARING ON HOW BUSINESS TAX REFORM CAN ENCOURAGE JOB CREATION HEARING BEFORE THE COMMITTEE ON WAYS AND MEANS U.S. HOUSE OF REPRESENTATIVES ONE HUNDRED TWELFTH CONGRESS FIRST SESSION June 2, 2011 SERIAL 112-13 Printed for the use of the Committee on Ways and Means http://waysandmeans.house.gov/hearing­on­how­business­tax­reform­can­encourage­job­creation/ 1/37 2/26/2016 Hearing on How Business Tax Reform Can Encourage Job Creation ­ Ways and Means COMMITTEE ON WAYS AND MEANS DAVE CAMP, Michigan, Chairman WALLY HERGER, California SANDER M. LEVIN, Michigan CHARLES B. RANGEL, New York SAM JOHNSON, Texas FORTNEY PETE STARK, California KEVIN BRADY, Texas JIM MCDERMOTT, Washington JOHN LEWIS, Georgia PAUL RYAN, Wisconsin RICHARD E. NEAL, Massachusetts DEVIN NUNES, California XAVIER BECERRA, California LLOYD DOGGETT, Texas PATRICK J. TIBERI, Ohio MIKE THOMPSON, California GEOFF DAVIS, Kentucky JOHN B. LARSON, Connecticut EARL BLUMENAUER, Oregon DAVID G. REICHERT, Washington RON KIND, Wisconsin CHARLES W. BOUSTANY, JR., Louisiana BILL PASCRELL, JR., New Jersey PETER J. ROSKAM, Illinois SHELLEY BERKLEY, Nevada JOSEPH CROWLEY, New York JIM GERLACH, Pennsylvania TOM PRICE, Georgia VERN BUCHANAN, Florida ADRIAN SMITH, Nebraska AARON SCHOCK, Illinois LYNN JENKINS, Kansas ERIK PAULSEN, Minnesota KENNY MARCHANT, Texas RICK BERG, North Dakota DIANE BLACK, Tennessee JON TRAUB, Staff Director JANICE MAYS, Minority Staff Director C O N T E N T S Advisory of June 2, 2011 announcing the hearing (http://waysandmeans.house.gov/?replace=news&p=242048) WITNESSES Ashby T.
    [Show full text]
  • June Newsletter
    The Institute of Internal Auditors Puget Sound Chapter NEWSLETTER August 2011 INSIDE THIS ISSUE: President’s Message President’s Message 1 Greetings All, Chapter Events 2 Your Board members have The last two years we have been Pacific NW Enterprise Risk met, finalized the plans, and it tracking those members who Forum 3 looks like we are off to another support our events on a regular great year! New CIAs 4 basis. This year we plan to kickoff the “Champion Program.” Look You will see a few changes. Platinum Award 4 to future newsletters for updates We will be rotating our on how you can increase your Job Opportunities 5 meetings between the familiar score and be recognized at the downtown Seattle site and the Meet Your Chapter May event. Officers 6 - 7 Eastside, including a By now you should have collaborative joint session with The May luncheon appears to be received your invitation to Chapter Officers 8 ISACA. far in the future but your officers register for the Pacific are already making plans to Northwest Enterprise Risk Board of Governors 8 We begin the year with the engage Larry Harrington as a Forum. If you have not, please first of our events at the Committees 9 speaker and monitor of the Audit plan on visiting the site Washington Athletic Club on Committee panel session. Larry is provided in the newsletter to September 13th at 11:30AM. the VP of Internal Audit at add your name to the list of Mark your calendar because Raytheon, and is currently serving attendees.
    [Show full text]
  • November 9 – 10, 2016 | Westin River North Chicago | Chicago, Illinois AGENDA AS of NOVEMBER 9, 2016 Wednesday, November 9 5:30 P.M
    November 9 – 10, 2016 | Westin River North Chicago | Chicago, Illinois AGENDA AS OF NOVEMBER 9, 2016 Wednesday, November 9 5:30 p.m. – 6:30 p.m. Cocktails and Hors d’oeuvres (Westin River North) 6:30 p.m. – 8:30 p.m. Dinner (Westin River North) Presentation of Board of the Year Awards (Public Company and Private Company) Thursday, November 10 7:00 a.m. – 8:00 a.m. Registration and Breakfast 8:00 a.m. – 8:10 a.m. Welcome Steve Barth and Jessie Lochmann Allen, Foley & Lardner LLP 8:10 a.m. – 9:00 a.m. Featured Speaker – Key Governance Trends in 2016 and 2017 Patrick McGurn, Executive Director, Institutional Shareholder Services 9:10 a.m. – 10:10 a.m. Breakout Session I A. Private Company Corporate Governance Best Practices Ed Mason, Partner, Foley & Lardner LLP | Paul Broude, Partner, Foley & Lardner LLP | Jeff Mueller, Partner, Grant Thornton LLP |Rajan Sheth, Chief Executive Officer, Mead & Hunt | | Barry Cain, Managing Partner, Amuleto Advisory LLC |John Dwyer, President, Global Alzheimer’s Platform Foundation | Gary Gardner, President and Co-Founder, PFG, LLC B. Public Company Executive Compensation Hot Topics Jessie Lochmann Allen, Partner, Foley & Lardner LLP | Joshua Agen, Partner, Foley & Lardner LLP | Patrick McGurn, Special Counsel, Institutional Shareholder Services | Eric Gonzaga, Partner, Compensation and Benefits Consulting, Grant Thornton LLP | Amy Jennings, Partner, Aon Hewitt LLC | Pete Underwood, Senior Vice President, General Counsel, and Secretary, Fortive Corporation C. Preparing Your Board to Deal With Activist Shareholders Phillip Goldberg, Partner, Foley & Lardner LLP | Benjamin F. Garmer III, Partner, Foley & Lardner LLP | Rick Grubaugh, Senior Vice President, D.F.
    [Show full text]
  • Catholic United Investment Trust Annual Report (Audited) December 31, 2017
    CATHOLIC UNITED INVESTMENT TRUST ANNUAL REPORT (AUDITED) DECEMBER 31, 2017 CATHOLIC UNITED INVESTMENT TRUST TABLE OF CONTENTS Page REPORT OF INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS 1-2 Statement of Assets and Liabilities 3-4 Schedule of Investments: Money Market Fund 5-7 Short Bond Fund 8-11 Intermediate Diversified Bond Fund 12-20 Opportunistic Bond Fund 21-26 Balanced Fund 27-36 Value Equity Fund 37-39 Core Equity Index Fund 40-46 Growth Fund 47-50 International Equity Fund 51-55 Small Capitalization Equity Index Fund 56-62 Statements of Operations 63-65 Statements of Changes in Net Assets 66-68 FINANCIAL HIGHLIGHTS 69-71 NOTES TO FINANCIAL STATEMENTS 72-89 Grant Thornton LLP Grant Thornton Tower 171 N. Clark Street, Suite 200 Chicago, IL 60601-3370 REPORT OF INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS T 312.865.0200 F 312.565.4719 www.GrantThornton.com To the Members of the Board of Trustees and Unitholders of the Catholic United Investment Trust We have audited the accompanying financial statements of the Catholic United Investment Trust, including the Money Market Fund, Short Bond Fund, Intermediate Diversified Bond Fund, Opportunistic Bond Fund, Balanced Fund, Value Equity Fund, Core Equity Index Fund, Growth Fund, International Equity Fund, and Small Capitalization Equity Index Fund, (collectively, the Funds), which comprise the statements of assets and liabilities, including the schedules of investments, as of December 31, 2017, and the related statements of operations, changes in net assets, and financial highlights for the years ended December 31, 2017 and 2016, and the related notes to the financial statements. The accompanying financial highlights for the years ended December 31, 2015, 2014, and 2013, were audited by other auditors whose report thereon dated March 8, 2016, expressed an unqualified opinion on those financial highlights.
    [Show full text]
  • Usef-I Q2 2021
    Units Cost Market Value U.S. EQUITY FUND-I U.S. Equities 88.35% Domestic Common Stocks 10X GENOMICS INC 5,585 868,056 1,093,655 1ST SOURCE CORP 249 9,322 11,569 2U INC 301 10,632 12,543 3D SYSTEMS CORP 128 1,079 5,116 3M CO 11,516 2,040,779 2,287,423 A O SMITH CORP 6,897 407,294 496,998 AARON'S CO INC/THE 472 8,022 15,099 ABBOTT LABORATORIES 24,799 2,007,619 2,874,948 ABBVIE INC 17,604 1,588,697 1,982,915 ABERCROMBIE & FITCH CO 1,021 19,690 47,405 ABIOMED INC 9,158 2,800,138 2,858,303 ABM INDUSTRIES INC 1,126 40,076 49,938 ACACIA RESEARCH CORP 1,223 7,498 8,267 ACADEMY SPORTS & OUTDOORS INC 1,036 35,982 42,725 ACADIA HEALTHCARE CO INC 2,181 67,154 136,858 ACADIA REALTY TRUST 1,390 24,572 30,524 ACCO BRANDS CORP 1,709 11,329 14,749 ACI WORLDWIDE INC 6,138 169,838 227,965 ACTIVISION BLIZZARD INC 13,175 839,968 1,257,422 ACUITY BRANDS INC 1,404 132,535 262,590 ACUSHNET HOLDINGS CORP 466 15,677 23,020 ADAPTHEALTH CORP 1,320 39,475 36,181 ADAPTIVE BIOTECHNOLOGIES CORP 18,687 644,897 763,551 ADDUS HOMECARE CORP 148 13,034 12,912 ADOBE INC 5,047 1,447,216 2,955,725 ADT INC 3,049 22,268 32,899 ADTALEM GLOBAL EDUCATION INC 846 31,161 30,151 ADTRAN INC 892 10,257 18,420 ADVANCE AUTO PARTS INC 216 34,544 44,310 ADVANCED DRAINAGE SYSTEMS INC 12,295 298,154 1,433,228 ADVANCED MICRO DEVICES INC 14,280 895,664 1,341,320 ADVANSIX INC 674 15,459 20,126 ADVANTAGE SOLUTIONS INC 1,279 14,497 13,800 ADVERUM BIOTECHNOLOGIES INC 1,840 7,030 6,440 AECOM 5,145 227,453 325,781 AEGLEA BIOTHERAPEUTICS INC 287 1,770 1,998 AEMETIS INC 498 6,023 5,563 AERSALE CORP
    [Show full text]
  • Audit Quality and Transparency Report
    Audit quality and transparency report DECEMBER 2020 Contents Audit quality and transparency report Quality at the foundation of all we do 3 Who we are and what we do 4 Our ownership structure and our business 4 Governance and management 4 Quality control and external monitoring 7 Quality control system 7 Quality monitoring 18 Risk management and independence practices 21 Independence and ethical guidelines 21 Client acceptance and continuance 25 Compliance with regulatory requirements 25 Recruitment and retention of talent 25 Data security 26 Availability controls 26 Appendix A — Our governance structure 27 Quality at the foundation of all we do This year’s Audit Quality and Transparency Report encompasses Our Audit team members, leaders and national office members a year of unparalleled challenges since our profession has faced are dedicated to continuously improving audit quality, and using the immense hardships COVID-19 posed to our work head on this each year’s findings as fuel for further progress in excellent year. Our Audit professionals pivoted rapidly to keep quality at engagement results. We’re gratified to share these updates our core despite an extraordinary environment for our clients and to our audit quality and transparency efforts this year, and teams – moving key procedures and protocols to a virtual setup to highlight the major commitments that made this year’s while making certain that the highest standards were rigorously accomplishments possible. maintained. Those efforts, including national office support, updates to key protocols and procedures in alignment with virtual environment auditing standards, quality monitoring and controls, and technology and methodology use all drove better outcomes and exceptional client service.
    [Show full text]
  • 2016-17 a Time for Growth and Impact
    Over Four Decades of Industry-led Collaborative Research 2016-17 A Time For Growth and Impact CAM-I Vision: To be recognized as the premier collaborative forum for innovative leading edge management solutions that create lasting value A Message from the President of CAM-I 2016-17: A time for growth and impact: Over the last 14 months, five organizations joined CAM-I. These additions were significant in terms of diversity of operations and international presence, with growth mainly in the United Kingdom and Canada. CAM-I, once again, produced quantifiably impactful management methodologies that its members can implement immediately to improve the performance of their organizations. Our interest groups are actively working on the following deliverables: Performance Management: Our methodology provides organizations with detailed guidance on specific improvement techniques for organizational performance management. The team has assembled reference materials, established methods, and is in the process of developing an online readiness assessment tool which any member organization will be able to access. Risk and Value Management: Leading-edge exploration integrating risk management and value creation is being done within CAM-I. Our team is developing tools that will guide organizations through thought provoking conversations that thoroughly assess the intersection of risk and value. The Integrated Risk and Value Management interest group’s article on the risk-crisis continuum was selected as Public Risk magazine Article of the Year for 2016! The award will be announced at PRIMA’s Annual Conference in Phoenix in June. Data Integrity: CAM-I has developed a way to help organizations prioritize their data integrity initiatives by assigning a value to the data your organization collects.
    [Show full text]
  • Illinois CPA Society Diversity Summit Agenda
    THANK YOU TO THE DIVERSITY ADVISORY COUNCIL: Sandra Brummitt Dianne Lystlund Exelon Allstate Insurance Company Pedro Diaz de Leon Dorri McWhorter Aon YWCA of Metropolitan Chicago Tony Fuller KC Rakow Grant Thornton LLP Loyola University Natasha Granholm Seun Salami PricewaterhouseCoopers LLP Jones Lang LaSalle, Inc. THE ILLINOIS CPA SOCIETY’S Kevin Jackson JoAnna Simek University of Illinois BKD LLP DIVERSITY SUMMIT Joe Kosinski Scott Steffens DePaul University Grant Thornton LLP LEADERS CHAMPIONING CHANGE Sandra Lozano Karen Thompson KPMG LLP Crowe Horwath LLP NOVEMBER 3, 2017 | 7:30 AM - 12:00 PM VENUE SIX10, CHICAGO, IL THANK YOU TO THE EVENT SPONSORS: AGENDA Good morning, 7:30 AM - 8:00 AM BREAKFAST & NETWORKING 8:00 AM - 8:15 AM WELCOME & OPENING REMARKS The Illinois CPA Society warmly welcomes you to its 2017 Diversity Summit: Leaders Championing Change. Diversity and inclusion Todd Shapiro - President & CEO, Illinois CPA Society Seun Salami - EVP & Global Controller, Jones Lang LaSalle, Inc. continue to be challenges virtually all organizations face. 8:15 AM - 9:00 AM THE BUSINESS RELEVANCE OF DIVERSE LEADERSHIP Today’s program includes opportunities for you to dig deep about Billy Dexter - Partner, Heidrick & Struggles’ Chicago Office, and significant issues, ignite critical conversations, and seek decisive actions the Americas Champion for Diversity & Inclusion toward sustainable solutions. You’ll learn from emerging professionals 9:00 AM - 9:50 AM LEADERS CHAMPIONING CHANGE PANEL and expert thought leaders on how to advance diversity in the Facilitator: Victoria Cheng - Senior Manager, IT Risk, profession. The facilitated breakout sessions are meant to be interactive Emerging Industries, Crowe Horwath LLP Marques Fisher - Manager, PricewaterhouseCoopers LLP and I encourage you to be vocal and courageous in contributing to Allison Luna - Audit Staff, Sikich LLP these important discussions.
    [Show full text]