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• Effective Charitable Giving Strategies Post OBBBA

  • When
    November 05, 2025
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL

  Register

  Effective Charitable Giving Strategies Post OBBBA

  Audrey Skiera |Northern Trust

  1.0 CLE general credit| 1.0 CFP CE| CPA CPE certificates provided  

  Thank you to our Sponsor
  

  
  

  7:15 a.m. full breakfast buffet
  7:45 a.m. announcements, estate planning update, sponsor message
  8:00 - 9:00 a.m. program

  As a Regional Wealth Advisor, Audrey Skiera engages in dialogue centered on best practices in designing comprehensive wealth planning strategies for affluent families and business owners. Audrey has extensive experience in the areas of wealth transfer planning, generational planning, business succession, philanthropy and estate administration.

  Prior to joining Northern, Audrey was an attorney in private practice advising high net worth business owners, families and individuals on preserving and protecting wealth. After leaving private practice, she joined Credit Suisse Private Bank USA as a Senior Wealth Strategist collaborating with relationship managers to provide clients with wealth transfer and related planning strategies. From Credit Suisse Audrey joined MB Wealth Management as a Managing Director to lead the Wealth Strategy practice.

  Audrey is a triathlete and an avid runner, completing the Chicago marathon to raise funds for the Leukemia and Lymphoma Society, Ann & Robert H. Lurie Children's Hospital Foundation and the Anthony Rizzo Family Foundation. She volunteers at Feed My Starving Children and is on the board of The Parent Council of her children's high school.

  
  

  Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.  

  PCAM: 668539

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• Member Appreciation Event

  • When
    November 19, 2025
  •  
    4:30 PM - 7:30 PM
  • Location
    Butterfield Country Club | 2800 Midwest Road | Oak Brook
  • Registered
    53 registrants

  Register

  Member Appreciation Event

  Thank you to our Special Event Sponsors:

    

  
  

  With Musical Trivia & Prizes 
  
  

  

  4:30  -  7:30 pm Cocktails & Appetizers, Networking

  Complimentary registration for Members and their invited guests.

  
  

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• Economic Update

  • When
    December 03, 2025
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
  • Registered
    52 registrants

  Register

  Economic Update

  Michael Miranda, CFA
  Head of Investments, North American Private Wealth | BMO Wealth Management 

  Thank you to our sponsor
  

  1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided 

  
  

  7:15 a.m. full breakfast buffet
  7:45 a.m. announcements, estate planning update, sponsor message
  8:00 - 9:00 a.m. program
  

  Michael is responsible for all aspects of the investment management business in alignment with the strategy for BMO Wealth Management – U.S. As head of the Investment team, Michael chairs the Personal Asset Management Committee, is a member of our Asset Allocation Committee, and is responsible for setting investment policy and strategy throughout the United States. Michael is also a member of the Wealth Management Executive Committee.

  Michael joined BMO in 2018 and brings over 20 years of experience running investment businesses, teams and portfolios to our organization. Prior to joining our firm, Michael served as Senior Managing Director and Chief Investment Officer at a large Chicago-based asset management firm, where he oversaw a team of portfolio managers, traders and research professionals in the Currency Management group.  Previously, he had served as Senior Portfolio Manager overseeing multi-billion dollar fixed income portfolios for two established global asset managers.

  Michael graduated from Northwestern University with degrees in both economics and music performance.  He earned his MBA with honors from the University of Chicago Booth School of Business. 

  
  

  Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.  

  PCAM 668540

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• Transforming Trusts: Legal Strategies for Amending the Inflexible - A Half Day Workshop

  • When
    January 23, 2026
  •  
    7:15 AM - 11:45 AM
  • Location
    Inland - Legacy Room | 2901 Butterfield Road | Oak Brook
  • Spaces left
    62

  Register

  Transforming Trusts:

  Legal Strategies for Amending the Inflexible

  A Half-Day Workshop
  January 23, 2026 from 7:15 - 11:45 AM

  Thank you to our Sponsor
  

  7:15 – 7:50: Registration and Networking

  7:50 – 8:00: Welcome

  8:00 - 9:00: Navigating Nonjudicial Settlement Agreements

  9:00 - 10:00: Ins and Outs of Trust Decanting

  10:00 – 10:15 Break

  10:15 – 11:15 Role and Benefits of Trust Protectors

  11:15 – 11:45 NAEPC Presentation

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• ONLINE: Look What You Made Me Do: A Checklist for Post-Mortem Tax Planning (Taylor's Version)

  • When
    February 04, 2026
  •  
    7:50 AM - 9:00 AM
  • Location
    Online
  • Registered
    14 registrants

  Register

  ONLINE 7:50 a.m. Start

  Look What You Made Me Do:
  A Checklist for Post-Mortem Tax Planning (Taylor's Version)

  Ashley L. Case, Esq., LL.M., AEP | Tiffany & Bosco, P.A.

  Thank you to our sponsor

  
  

  This Eras Tour-inspired presentation provides practical insights for managing tax obligations after a decedent’s passing, helping attendees avoid any “bad blood” with the IRS. It covers key strategies for being “fearless” with income, estate, and gift tax planning, along with the use of disclaimers, to minimize liabilities and attract good “karma” throughout the estate administration. Attendees will learn how to “shake off” complex tax scenarios, ensuring they have the tools to fill in any “blank space” on tax forms with confidence. Like a true “mastermind,” attendees will be equipped to handle the full “labyrinth” of post-mortem tax decisions.

  
  

  Topics covered:

  • Post-mortem income tax requirements
  • Implementing estate tax planning techniques
  • Incorporating gift tax and disclaimer planning into administration

  
  

  ONLINE: 7:50 am - Announcements, Estate Plan Update and Sponsor message

  No later than 8:00 am - Presentation begins.
  Please join by 7:50 to ensure you hear the entire program

  9:00 am - Adjourn

  
  

  1.0 MCLE General Credit and 1.0 CFP credit pending. CPA certificates provided.

  
  

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• Advising Clients on the Benefits of Using Corporate Fiduciaries in their Estate Plans

  • When
    March 04, 2026
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL

  Register

  Advising Clients on the Benefits of Using Corporate Fiduciaries in their Estate Plans

  1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided 

  
  

  7:15 a.m. full breakfast buffet
  7:45 a.m. announcements, estate planning update, sponsor message
  8:00 - 9:00 a.m. program

  Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.  

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• Professional Responsibility

  • When
    April 01, 2026
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL

  Register

  Professional Responsibility: Ethics

  Melissa A. Smart, ARDC

  Thank you to our Sponsor:

   

  1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided 

  
  

  7:15 a.m. full breakfast buffet
  7:45 a.m. announcements, estate planning update, sponsor message
  8:00 - 9:00 a.m. program

  Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.  

  Show details
• Unpacking the Impact of OBBBA

  • When
    May 06, 2026
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL

  Register

  Unpacking the Impact of OBBBA

  Karen Snodgrass, CPA
  Cray Kaiser

  1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided 

  
  

  7:15 a.m. full breakfast buffet
  7:45 a.m. announcements, estate planning update, sponsor message
  8:00 - 9:00 a.m. program

  Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.  

  Show details
• Member Appreciation Event

  • When
    May 20, 2026
  •  
    4:30 PM - 7:30 PM
  • Location
    Butterfield Country Club | 2800 Midwest Road | Oak Brook
  • Registered
    8 registrants

  Register

  MEMBER APPRECIATION EVENT

  Thank you to our Sponsor: 

  
  

  For Members and Their Invited Guests
  Wednesday, May 20, 2026 from 4:30-7:30pm
  Business casual attire with lawn-friendly footwear!
  Butterfield Country Club in "The Lodge"

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• Succession Planning for Professionals

  • When
    June 03, 2026
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL

  Register

  Succession Planning for Professionals

  Thank you to our sponsor: 

  
  

  
  

  1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided 

  7:15 a.m. full breakfast buffet
  7:45 a.m. announcements, estate planning update, sponsor message
  8:00 - 9:00 a.m. program

  Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.  

  Show details