Walter Carlson regularly serves as lead counsel in securities litigation, shareholder derivatives suits, M&A litigation, and defense of SEC enforcement matters at Sidley Austin LLP. He has first-chaired major matters in state and federal courts across the country for more than 25 years. He is a former co-chair of the firmwide Securities and Shareholder Litigation practice area team and has served as a member of Sidley's Executive Committee since 2002.
Carlson's experience and successes have been recognized in Chambers USA in Litigation since 2003, in The Legal 500 US for many years, in the Benchmark Litigation since 2008, and in Best Lawyers since 2006. He has been recognized as Securities Lawyer of the Year for Illinois by Best Lawyers and is recognized for Bet-the-Company Litigation, Litigation-Mergers & Acquisitions, Litigation-Securities, and Commercial Litigations.
Carlson is also the non-executive chairman of the Board of Directors of Telephone and Data Systems Inc. and a member of the Board of Directors of US Cellular Corporation.
Donni Case is managing director at Financial Profiles. As a 30-year strategic communications veteran with expertise in communications strategy, corporate positioning, message development, presentation training, IPO preparation, crisis communications, and media relations, she supports teams across the agency and leads engagements with the firm's Midwest clients.
Prior to joining Financial Profiles, Case was a founding partner of Financial Relations Board, which she helped build into the nation's largest investor relations firm. She has worked in many industry sectors and with companies throughout the corporate lifecycle from pre-IPO to Fortune 500.
The winner of numerous PRSA Silver Anvil Awards, Case has written for Institutional Investor, International Business Journal, and Investor Relations Magazine and has been a featured speaker on business ethics, institutional targeting, "selling your brand to Wall Street," and intellectual capital.
Case has served on the Board of the Institute of Business and Professional Ethics at DePaul University for 12 years and is currently on the Presidentâ€™s Advisory Council of Governors State University. Previously she served six years on the Advisory Board of the Graduate School of Management at Kaplan University. A member of The Chicago Network, Case has also received the Midwest Women's Tribute to 10 Outstanding Chicago Women.
Mark Erkenswick has been a partner since 2007 and has more than 21 years of experience providing audit and accounting services to global manufacturing and distribution clients.
Bob Kress is a managing director and the global Quality & Risk officer for Accenture Security, responsible for identifying, assessing, and managing risk in Accenture's Security business, and managing the quality of Security services delivered to clients. He is also responsible for Accenture Security offerings to boards of directors and is the Midwest Region Security lead. He is a trusted C-level advisor for Accenture's clients.
Prior to this, Kress was the managing director of Global IT Audit in Accenture's Internal Audit organization and led the Internal Audit transformation and digitization. He was also the COO of Accenture's Internal IT organization responsible for transforming internal IT and running IT like a business, including IT strategy, IT planning, IT risk, and all IT operations. He also previously worked in Accenture's Management Consulting and Software Products organizations.
Kress has published two books, Running IT Like a Business and IT Governance to Drive High Performance, and holds patents in the United States and Australia for artificial intelligence technology for identifying risk trends associated with topics from natural language text. He has most recently published articles on "Analytics Transforming Internal Audit for a Digital Future," "Innovation in Continuous Risk Assessment," and "Why Thinking Like a Hacker May Be a Good Line of Defense."
Kress chairs the Board of i.c.stars, a nonprofit focused on technology and leadership training for low-income young adults. Additionally, he is the chairman of the Advisory Board for the College of Engineering at The University of Iowa. Kress is a member of the NACD and was named to the 2018 NACD Directorship 100, the annual list of the most influential people in the boardroom and on corporate governance. He is also a member of The Economic Club of Chicago and The Executives Club of Chicago and is co-chair of the Business Technology Committee.
Kress holds a bachelor's degree in Physics from Loras College in Dubuque, Iowa, and a Master of Business Administration from the University of Iowa. His hobbies include sports, gardening, and spending time with his family. He lives by the mantra "rigor and discipline are critical ingredients for sustained success."
Julie Marcello leads Marsh's Chicago operations. In this role, she is responsible for developing and executing the business plan, maximizing client retention, achieving sustainable growth, pursuing continuous improvement, and creating forums for collaboration and innovative dialogue around risk. A believer in trust, transparency, and talent, Marcello's leadership style aims to inspire her team to operate with passion and expertise to create exceptional results for the business and their own professional development.
Marcello is an accomplished insurance industry executive with global management and operational experience. She has 19 years of domestic and international experience spearheading strategy, P&L management, production, distribution, portfolio management, operations, service delivery, and team leadership.
Marcello joined Marsh in 2016 and successfully led the financial and professional liability growth strategy for the company's North East Zone. Prior, she spent 18 years with Chubb in professional and management liability leadership roles around the globe including Latin American zonal underwriting manager, Australia country leader, and European zone leader.
Peter Mullen is a member of Houlihan Lokey's Financial Advisory Services business. He focuses on transaction opinions, assisting boards of directors, special committees, and other constituents in evaluating proposals and understanding critical transaction issues. He has more than a decade of experience analyzing complex transactions across many industries, including conflict-prone situations involving issues of corporate governance. Mullen has played an integral role in the rendering of numerous transaction opinions related to M&A, recapitalizations, restructurings, spinoffs, and asset sales. His clients include Fortune 500 corporations, middle-market public and private companies, family-owned businesses, and start-up ventures.
Mullen graduated with distinction from the University of Wisconsin with a BBA in Finance and a concentration in History.
Bryan L. Proctor is a senior client partner and the global leader of the Financial Officer Center of Expertise (COE). He is also a member of the Board & CEO Services Practice. He co-leads the firm's CFO Institute, a leadership program designed for CFO successors or recently appointed CFOs.
Proctor brings more than 20 years of experience in executive search and leadership consulting. Prior to joining Korn Ferry, he was with another international executive search firm for 13 years, most recently as a partner within the Global Financial Officer and CEO & Board Practices. He had also served as the partner-in-charge of the firm's Chicago Office.
Throughout Proctor's career, he has led several prominent recruiting and assessment engagements across industries globally with a diverse client base, including Fortune 500, mid to small cap public and private companies. He frequently serves as a leadership and talent advisor on board of director- and CFO-related topics. He is an active member of The Chicago Club and the Economic Club of Chicago.
Proctor holds a bachelor's degree from Indiana University, Bloomington.
Jeff Schiedemeyer joined Duff & Phelps in 1998. He is a managing director in the Chicago office and a senior member of the Transaction Opinions practice, which includes fairness and solvency opinions. Additionally, he is a member of the Transaction Opinions Senior Review Committee and leads the firm's international fairness and solvency opinion activities. He has more than 20 years of corporate finance experience.
Schiedemeyer specializes in providing corporate financial advisory services to clients on valuation matters related to fairness and solvency opinions, mergers and acquisitions, and private debt and equity securities. His corporate transaction experience includes mergers and acquisitions, divestitures, recapitalizations, and spin-offs.
As a member of NACD, Schiedemeyer serves on the Advisory Committee for the Chicago Chapter and is an NACD Governance Fellow. He is also an FINRA series 7 and series 63 registered representative.
Schiedemeyer holds an MBA in Finance and Management Strategy from Northwestern University's J.L. Kellogg Graduate School of Management, where he graduated with distinction, and a BBA in Finance from the University of Wisconsin-Madison.
Ed Steinhoff is a managing director in Pearl Meyer's Chicago office. He works with the boards of directors and senior management teams of public and private companies ranging from small and middle-market firms to multi-billion dollar corporations in designing executive and employee compensation programs that drive business performance and value creation, secure high-performing talent, and withstand external scrutiny.
Steinhoff works with clients across many industries with a particular focus on health and property and casualty insurance, professional services, banking, manufacturing, and not-for-profit organizations. His areas of expertise include employee, executive, and board of directors pay competitiveness reviews; cash and equity incentive plan design; and retention program design. Prior to joining Pearl Meyer, Steinhoff worked for over 13 years with Mercer, a major human resources consulting firm, where he led the Michigan market compensation business. He also has 12 years of corporate compensation experience with Amoco Corporation in Chicago.
Steinhoff received a Bachelor of Science in Finance from Georgetown University and a Master of Business Administration from the University of Michigan Ross School of Business.
Terri Treemarcki is a member of Houlihan Lokey's Financial Advisory Services business. He has more than 15 years of experience advising clients on valuations, M&A, private placements of debt and equity, and in- and out-of-court financial restructurings. He is also active in the firmâ€™s transaction opinion practice, rendering fairness opinions and solvency opinions to boards, independent fiduciaries, lenders, and other constituents. He has a particular emphasis on cross-border and multi-jurisdiction transactions involving companies based in North America, Europe, and Asia.
Treemarcki has experience in a variety of industries, including food and consumer products, financial institutions, media and entertainment, telecommunications, metals and mining, aerospace and defense, engineering and construction, manufacturing, chemicals, and healthcare. Before joining Houlihan Lokey, he was an analyst in the corporate finance group at Ernst & Young.
Treemarcki holds a BBA in Accounting and Finance from the Stephen M. Ross School of Business at the University of Michigan.