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Bi-Monthly Meeting - March 14, 2023

  • 03/14/2023
  • 10:00 AM - 1:30 PM
  • Discovery Partners Institute, 200 S. Wacker Dr., 19th Floor, Chicago, IL & Zoom

Registration


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Program Schedule
10:00 AM - 11:15 AM
Panel on Intergenerational Family Philanthropy and Family Dynamics
Speakers: Elizabeth Summers, Lead Wealth Planning Strategist, Gary Shunk, Lead Family Dynamics Specialist & Patrick Sablich, Family Dynamics Consultant all with Wells Fargo

11:15 AM – 12:15 PM
Lunch break (Complimentary boxed lunches will be provided to in-person attendees)

12:15 PM - 1:30 PM
Family Dynamics - Learning About Family Philanthropy
Panelists: Frank Baiocchi, Hunter Family Foundation and Ruth Perlman, Harriette and Ted Perlman Family Foundation. Moderator: Francia Harrington, Open Door Advisor Philanthropy

Early Bird pricing ends February 28, 2023

Presentation & Speaker Details

Panel on Intergenerational Family Philanthropy and Family Dynamics
Liz Summers will moderate a panel with Gary Shunk and Patrick Sablich regarding best practices to engage and unite multiple generations around philanthropic goals and create deep, sustainable relationships.

CFRE: Pending approval


Patrick Sablich, Family Dynamics Consultant, Wells Fargo Advisors

Patrick Sablich is responsible for providing philanthropic thought leadership to help enhance advisor capabilities and deepen client relationships. Central to this work is the identification and integration of philanthropic strategies into the broad suite of Wells Fargo advice specialties to effectively meet the unique needs and objectives of each client. Patrick has 18 years of experience in philanthropy including having served as a program officer for a private foundation, nonprofit executive director and head of philanthropic services for a large community foundation. Before joining Family Wealth and Culture Services, Patrick served as a Senior Philanthropic Specialist with Wells Fargo Private Bank. In this role, he helped clients define and achieve their philanthropic objectives as part of their overall wealth plans, including gift and tax planning, multi-generational philanthropy, donor advised funds, private foundations and charitable trusts. Patrick graduated cum laude and earned a Bachelor of Science from the University of Dayton with a concentration in public affairs and minors in business administration and entrepreneurial business. He is an alumni of the Denver Metro Chamber of Commerce Impact Denver and Leadership Denver, the Regional Institute of Health and Environmental Leadership and the United States Golf Association Fellowship in Leadership and Service.

Gary Shunk, Family Dynamics Consultant, Wells Fargo Advisors
Gary S. Shunk is a family dynamics consultant for Family Wealth and Culture Services (FWCS). Mr. Shunk plays a leadership role in developing the Family Wealth and Culture Services program, and is responsible for helping high-net-worth clients successfully address their concerns at the intersection of the financial and non-financial issues families of wealth face. Prior to joining Wells Fargo, Mr. Shunk ran his own family enterprise consulting and coaching practice. Additionally, he was an associate in the Family Business Center of the Quinlan Business School at Loyola University Chicago where he co-designed and co-taught custom programs for business owning families on the issues present in the family business environment. He also coached next generation family leaders, and facilitated intergenerational family institutes. Gary is a certificate holder in Family Business Advising and Family Wealth Advising with the Family Firm Institute, as well as Positive Psychology from Kripalu. He further holds a certificate in Ontological Coaching from the Newfield Network. He received his Bachelor of Arts degree in psychology from Governors State University, and his MSW from the University of Illinois.

Elizabeth A. Summers, Lead Wealth Planning Strategist, Wells Fargo Advisors
Liz Summers is a Senior Wealth Strategist with Wells Fargo Wealth & Investment Management located in the Midwest Division. Liz serves as a trusted advisor and educational resource to financial advisors and clients on wealth transfer planning, gift and estate tax law, philanthropy and pre-liquidity planning. She reviews documents and structures and performs holistic analysis with the goal of ensuring that the plan accurately reflects the client’s philosophy, needs and objectives. She liaises with attorneys, accountants and other advisors to oversee the implementation of proposed planning. 




Family Dynamics - Learning About Family Philanthropy
This panel discussion will highlight the role of family dynamics in philanthropy. From the perspective of multi-generational family foundations, panelists will speak about how they think about philanthropy and leaving a legacy. Attendees will also get an insider’s look at how their family foundations operate, how they consider new charitable initiatives, and how decisions are made.

CFRE: Pending approval

Frank Baiocchi,  Executive Director, Hunter Family Foundation
Frank Baiocchi (he/him) believes in the power of philanthropy to move communities to understanding and to action. He is the executive director of the Hunter Family Foundation and serves on the board of directors for the Movement Advancement Project and Wide Angle Research (founding chair). Previously he served as the executive director of the Johnson Family Foundation and as a senior program officer with the Polk Bros. Foundation. Frank’s leadership in public-private partnerships has helped create new nonprofits, including Ingenuity and AMPT: Advancing Nonprofits, and multiple successful collective impact initiatives. Frank started his professional career in the arts as an administrator, educator, and performer, including working on Broadway (Miss Saigon).  He holds a BA from New York University and an MA from the Crown Family School at the University of Chicago.

Ruth Perlman, Singer, Actress, Community Volunteer
Ruth Perlman, a graduate of Northwestern University, is an accomplished actress and singer who worked professionally Off Broadway and regionally across the United States. As an Artist-in- Residence with the Whirlwind Performance Company, she brought the arts into Chicago Public Schools. To supplement her performance career, she also worked as the Publications Coordinator in the Marketing Department of Arthur Andersen’s World Headquarters in Chicago and subsequently as a freelance copyeditor and proofreader. Ruth now feels most blessed to sing for and connect with the elderly at nursing homes and senior centers, as well as performing in various concerts and charity events. Her past philanthropic endeavors include serving as a Director on the North Suburban Medical Research Junior Board of Children’s Memorial Hospital in Chicago; a Trustee for Am Shalom Synagogue in Glencoe, Illinois; and the PTO Vice President of Education and Cultural Arts Programming for Glencoe School District 35. Currently, she is an Executive Vice President of the Perlman Family Foundation Founded by Anita and Louis Perlman; a Director on the Board of Beber Camp in Mukwonago, Wisconsin; and is actively involved with the American Committee for the Weizmann Institute of Science. Ruth is the proud mother of Emily 28, Jack 24, and Alec 21.

Francia Harrington, Senior Consultant, Open Door Advisors Philanthropy
The majority of Ms. Harrington's career was spent as a senior leader at JPMorgan Chase and its Chicago legacy banks. She held managerial positions working with all lines of business and geographies globally. In her last role, she served in the Office of the Chairman. leading Civic Affairs and Corporate Responsibility, heading annual philanthropic giving of approximately $24 million, civic partnerships, corporate sponsorships and voluntarism for the 15,000 Chicago employees.

She moved to healthcare, joining Lurie Children's Hospital Foundation as President and Chief Development Officer. Next, she served as President and Chief Strategy Officer for Better Media. She returned to finance with Fifth Third Bank Chicago as Director of Civic Engagement and Strategic Partnerships.

Ms. Harrington is a social impact entrepreneur and co-founder of the Community Food Navigator with Margot Pritzker. Created with a human­centered design approach, the project is building technology and collaborations in support of food access and equity.



Cancellations/Refunds: Cancellations must be received by 12:00 pm two business days prior to the event in order to receive a full refund. No refunds will be processed after this time. Cancellations must be in writing and may be submitted to cteed@ccpgonline.org. Additionally, payment is expected from no-shows. 


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