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Webinar | The Five (Or Seven) Things Family Businesses Need To Do When They Are Forming A Board Of Directors Or Advisors For The First Time
Wednesday, May 12, 2021, 3:00 PM - 4:00 PM CDT
Category: Chicago

01:00 PM - 02:00 PM (Pacific)
02:00 PM - 03:00 PM (Mountain)
03:00 PM - 04:00 PM (Central)
04:00 PM - 05:00 PM (Eastern)

Zoom invitation will be shared the day before the event.


Forming your company’s first formal Fiduciary or Advisory Board can be accompanied by an endless list of questions. Why are we forming a board? What sort of advice and counsel do we want? Who do we want on the board? And then, after it has been formed, how do we continue to make it better?

No wonder so many board formations are put off.

On May 12th at 3pm Central we’ll navigate these questions and others. Join us for an invaluable discussion with a group of distinguished panelists who have helped companies form boards, advised them on the legal and business aspects of board formation and served on initial and subsequent boards.

Thank you to our Webinar Host!

Thank you to our National and Gold Chapter Sponsors!



Randy Bridgeman
Perkins Coie

Randy is a corporate and M&A partner in Perkins Coie’s business practice. He represents businesses and their owners in sale transactions, acquisitions, strategic partnerships, and general corporate matters throughout a wide variety of industries. He frequently serves as the client’s primary outside counsel, quarterbacking all its legal matters and utilization of legal resources.

Randy is the former firmwide co-chair of Perkins Coie’s Corporate & Securities practice, and with his more than 25 years in practice has extensive experience in representing privately held and family-owned businesses through the entirety of the sale process, providing owners advice on pre-sale preparations, sale strategy and processes, tax planning and structuring, post-sale roles, and family succession, in addition to taking the lead legal role in the execution of the transaction.

While Randy represents clients in a wide range of industries, he has worked extensively in the food & beverage sector, including beverage alcohol. He is recognized for his knowledge and experience in these industries and for his leadership roles in various supporting organizations in this sector. He also has extensive experience in representing management groups in various strategic transactions, counseling them on equity liquidation strategies and issues as well as executive employment matters.

Randy is known for immersing himself in his clients’ businesses and industries. In his role as primary outside counsel, Randy manages the client’s utilization of legal resources throughout the firm and contributes to strategy and team management related to litigation, labor and employment, intellectual property, regulatory compliance, estate planning, and real estate issues that arise in his clients’ legal matters.

A contributing founder and member of the board of directors of the Private Directors Association, he also serves on the board of directors of the Chicagoland Food and Beverage Network. Active in the Chicago Bar Association, Randy is the former co-chair of its mergers and acquisitions and business and corporate law committees.

In addition to his professional leadership outside of the firm and his former role as the firmwide co-chair of the Corporate & Securities Practice, Randy serves on the firm’s Audit Committee having recently served as its Chair, and has held and continues to contribute to various committees assignments within the firm, including its Partner Compensation Committee, Strategic Growth Working Group, and a task force charged with implementing the firm’s Strategic Plan. He is a member of the board of trustees of the Lycée Français de Chicago, a K-12 French immersion school in Chicago.

His recent professional recognitions include:

  • Finalist for the “Food & Beverage Dealmaker of the Year” category in The Deal Awards Middle Market, 2019
  • Selected for inclusion in Crain’s Chicago Business’ Notable Gen X Leaders in Law, 2019

Randy earned his undergraduate degree in government and international studies from the University of Notre Dame and his Juris Doctor from the University of Michigan Law School.


Liz A. Levy-Navarro
Public and Private Company Board Director
Digital Commerce Advisor
Value Creation Expert

Liz A. Levy-Navarro is a public and private company board director, digital commerce advisor, and value creation expert.  As a 25-year CEO and business practice leader, her career has been devoted to helping financial services and consumer products leaders build and implement strategies that helped profitably grow their businesses and brands.  

The public and private company boards Ms. Levy-Navarro has served on:

  • Wilshire Funds Board, a NASDAQ listed public funds complex.  Valuation Chair, she also serves on their Audit and Nominating Committees
  • Eastside Distilling Company (NASDAQ:EAST).  Compensation Committee Chair, she also serves on the Audit and Nominating & Governance Committees
  • AIG US Life Company Board.  Serves on the Audit Committee
  • Burke Distributor Holdings Board, a multi-generational family-owned regional alcohol beverage distributorship
  • Formerly served on the Gold Eagle Company Board, a multi-generational family-owned consumer products and manufacturing company
  • Formerly served on the Alper Services Board, a commercial insurance brokerage.  Chairman of the Board and Compensation Committee Chair.  Oversaw the successful M&A sell-side transaction of the company

MBA in Finance from The Wharton School, University of Pennsylvania, and a BBA in Marketing from University of Michigan. 


Lisa M. Morel
The Family Business Consulting Group

Lisa is an advisor with The Family Business Consulting Group where she works with families who own businesses in planning and organizing for growth and generational transitions.

Her work is focused on the areas of family and corporate governance, by designing and implementing structures that allow for effective decision-making processes. She has guided families develop family charters, implement family councils, build corporate boards within dependent directors, draft policies for succession planning and next-gen development.

As a member of a family business and current vice-president of its foundation, she brings first-hand experience of the challenges and joys of working together as a family in business and navigating multiple roles in building family legacy.

She has worked with clients across Latin America and now the United States. She has been a guest speaker at several international conferences, such as the American Bar Association (ABA) Annual Conference, Campden Wealth Families in Business Conference, the Latin American Private Wealth Summit by Marcus Evans.

Prior to joining FBCG, Lisa successfully led a family business consulting firm in the Dominican Republic, where she received the National Association of Young Business Leaders (ANJE) Outstanding Member Award for her work in promoting family business continuity in the country and invited to join its Board of Directors. Lisa has been included in the ranking of Mercado Magazine’s Top Forty Under Forty and among its list of 20 Women Gamechangers.

Lisa and her husband currently reside in Miami and are the parents to two children. She is passionate about cultural photography, and is fluent in English, Spanish and French.

Honors and Certifications:

  • Member Board of Directors, Family Firm Institute.
  • Certificate in Family Business Advising, Family Firm Institute.
  • New York State Bar Association, admitted to practice law in the State of New York.



David Spitulnik
Managing Partner
Spitulnik Advisors, LLC

David Spitulnik is a successful executive with over 40 years of experience in both large technology companies and in consulting to and leadership of mid-market, closely held and family owned businesses across a variety of industries. He serves as a member and former chair of the Private Directors Association’s Private and Family Business Center Outreach Committee and a member of the PDA Chicago Programming Committee.   David frequently writes and speaks on a number of topics related to leadership as well as building, maintaining and strengthening businesses and their governance structures. Drawing from a broad range of experience in the United States and internationally, David is called upon to coach and mentor business leaders, to work with companies to develop and implement their long-range plans and to advise businesses on board creation, structure and effectiveness so that the individual, the board and the company can maintain powerful forward momentum.  

David also is active in the community, currently serving on the Executive Committee of the Board of the Youth Job Center whose mission is “Success for Young People in Their Careers and in Life.”

David published a book on leadership, Becoming An Insightful Leader: Charting Your Course To Purposeful Success.  The book focuses on the journey from managing to leading to advising and reflects David’s belief in communicating and questioning how individuals and teams will define and then accomplish their goals and objectives. 

David graduated from Haverford College with a B.A. in Economics and received his MBA from the Kellogg School at Northwestern University.