Events


Chicago | Boards and the Bottom Line: Harnessing Valuation Strategies

Wednesday, October 16, 2019
05:00 PM - 07:30 PM CST
Bank of America
135 S. LaSalle Street, 43rd floor
Chicago, IL 60603

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Overview

Everyone loves the success story of companies that make the next step and hit it big. What isn’t as fun to talk about are the missed opportunities. As a board member, private companies are looking toyou for advice, advocacy, guidance and expertise. It’s a tall order. Navigating growth means helping a company always be ready. A proactive valuation strategy is essential for short- and long-term wins.

Join this session to learn how you can add more value as a board member by helping build a formal and proactive valuation strategy.

THANK YOU TO OUR SPONSORs!

BofA

Panelists

Stout

Craig Stout
Stout Advisors

Craig Stout serves as Chief Executive Officer of Stout Risius Ross, LLC (“Stout”), a 450-person advisory firm founded in 1991. With 23 offices around the world, Stout focuses on investment banking, valuation advisory, dispute consulting and certain speciality consulting services. Having worked on over 1,000 projects, his experience is broad and diverse in the fields of investment banking, litigation consulting, and valuation advisory. Mr. Stout is a recipient of the Crain’s 40 under 40 award and Ernst & Young’s 2002 Entrepreneur of the Year Award. Prior to founding the firm, Mr. Stout was with Price Waterhouse in its Valuation Services Group. Craig earned a B.A. Accounting and and M.B.A. in Taxation from Michigan State University.

Sorkin

Stuart Sorkin
Former President and CEO
Affy Tapple, LLC

Stuart Sorkin is the former President and Chief Executive Officer of Affy Tapple, LLC. Stuart led Affy Tapple since identifying and engineering its acquisition in 1995. Stuart transformed Affy Tapple from the beloved, local brand, into the largest wholesale caramel apple producer in the USA and then replicated that success with the acquisition of the Mrs. Prindable’s brand, which has grown into the largest food vendor on QVC. Under Stuart’s leadership, the company has grown twelvefold, matched by many years of uninterrupted profitability. In late 2017, Stuart sold the company to a Chicago area-based food company.

Prior to Affy Tapple, Stuart was a Vice President of business banking at American National Bank of Chicago (now part of JP Morgan Chase).

Stuart began his career at Arthur Andersen & Co. in the auditing and advisory services division. Stuart earned a BS degree in accountancy from Southern Illinois University and is a Certified Public Accountant (CPA).

Pantalena

Lynne Pantalena
Wealth Strategist
Bank of America Private Bank

Lynne L. Pantalena is Managing Director and a Wealth Strategy Executive at Bank of America Private Bank. In this role, Lynne leads the wealth strategies advisors in the Central and West regions in developing planning strategies for Private Bank clients. These professionals consult with clients to develop planning strategies in many areas including tax and estate matters, business succession and philanthropy.

Lynne joined the Private Bank of Connecticut Bank and Trust, now Bank of America Private Bank, in 1990. Before assuming her current position, she was the Northeastern Regional Executive for Bank of America Private Bank. Prior to joining the bank, Lynne was an attorney in a private practice.

Lynne received her B.S. in Human Services from New Hampshire College, M.P.A. from New York University, J.D. from Quinnipiac University and LL.M. from Boston University. She is a member of the Connecticut and Chicago Bar Associations.

Moderator

Rixie

Jerry Rixie
Bank of America Private Bank

Gerald Rixie is a Senior Vice President and Private Client Advisor with Bank of America Private Bank, in Chicago. Jerry works closely with business owners, corporate executives, and family offices, helping them assess their opportunities, simplify complexities, and pursue their goals with purpose and efficiency. As a former executive, he brings first-hand experience and practical insight, spearheading strategies and tactics designed to help add measurable value to the clients he serves.

An intuitive leader, Jerry builds a team of specialists around each client, orchestrating a cohesive approach that connects clients to the resources they need.

Prior to joining Bank of America Private Bank, Jerry served as a Private Wealth Consultant with U.S. Bank, where he assisted business owners as a liaison to the Commercial Bank. Previously, he was the Chief Financial Officer for Calamos Family Partners and his career includes tenures in senior-level corporate finance positions for Chicago-area firms.

Jerry earned his M.B.A. in Finance from DePaul University and his B.A. in Accounting from Michigan State University. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

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