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Upcoming events

    • 04/15/2020
    • 5:30 PM - 8:00 PM
    • TBD

    CFE Members will gather for dinner and a social discussion on the book Where the Crawdads Sing.  

    For years, rumors of the “Marsh Girl” have haunted Barkley Cove, a quiet town on the North Carolina coast. So in late 1969, when handsome Chase Andrews is found dead, the locals immediately suspect Kya Clark, the so-called Marsh Girl. But Kya is not what they say. Sensitive and intelligent, she has survived for years alone in the marsh that she calls home, finding friends in the gulls and lessons in the sand. Then the time comes when she yearns to be touched and loved. When two young men from town become intrigued by her wild beauty, Kya opens herself to a new life–until the unthinkable happens.  

    • 04/23/2020
    • 5:30 PM - 8:00 PM
    • Standard Club of Chicago

    This program has been postponed to July.  Date and venue information coming soon!

    Women entrepreneurs start companies at twice the rate of men yet those with women CEOs receive only 2% of VC funding. Join us for a lively discussion of existing and emerging financing resources for women entrepreneurs.

    The program will feature women and men at the forefront of supporting and sponsoring women entrepreneurs, covering their funding needs and available resources. We will also feature Zebras Unite, a global organization whose mission supports a more sustainable and inclusive start-up community. Zebras Unite will unveil, for the first time, their results of a global survey on the capital structures and funding needs of ‘Zebra companies,’ firms that prioritize mutualism, shared prosperity, and social good over a “winner take all” mentality.


    Panelist Bios:

    James H. Lowry is Senior Advisor to The Boston Consulting Group and a Minority Business Enterprise (MBE) Hall of Fame inductee who has dedicated his career to advancing women and MBE entrepreneurs.  He is a business icon, sought after speaker, strategic advisor and nationally recognized workforce and supplier diversity expert and pioneer. Lowry was the first African American consultant for global consulting firm McKinsey & Company in 1968. Later, he became the first African American senior partner at the prestigious Boston Consulting Group, where he led the firm’s workforce diversity, ethnic marketing and minority business development consulting practice. Lowry continues to serve as a senior advisor to BCG, while heading his own private consulting firm, James H. Lowry & Associates.

    Lowry was elected into the inaugural class of the Minority Business Hall of Fame, and over the years has been awarded the National Minority Supplier Development Council’s Lifetime Achievement Award, MBDA’s Abe Venable Award for Lifetime Achievement, Chicago Minority Supplier Development Council’s Impact Award and the Executive Leadership Council’s Alvaro L. Martins Heritage Award.

    His thirty plus years of experience in the field of minority business development were encapsulated in the book he co-authored in 2011, Minority Business Success: Refocusing on the American Dream. His new book, Change Agent: A Life Dedicated to Creating Wealth for Minorities, is an intimate memoir that demonstrates the power of iconic mentors and pivotal opportunities leveraged across the globe, and offers solutions to the ever widening wealth gap that plagues black and brown communities today.

    Jennifer Brandel is Co-founder of Zebras Unite, CEO of Chicago-based Hearken, and Founder of NPR’s (WBEZ-Chicago) Curious City.  She is CEO and Co-founder of Hearken, a company that helps organizations around the world develop and operationalize participatory processes. Hearken took home the prize for "Best Bootstrap Company" at SXSW and won the News Media Alliance Accelerator. Brandel received the Media Changemaker Prize by the Center for Collaborative Journalism, was named one of 30 World-Changing Women in Conscious Business, is a Columbia Sulzberger Fellow and an RSA Fellow. Brandel is co-founder of Zebra’s Unite, a global movement and network of entrepreneurs, funders, investors and allies creating a more ethical, inclusive and collaborative ecosystem for mission-based startups. She also co-founded Civic Exchange Chicago which brings together civic startups in a collaborative learning community.

    Loretta McCarthy is Founder & Managing Partner of Golden Seeds,
    one of the most active early-stage investment firms in the U.S., focused solely on investing in women-led businesses.  Golden Seeds is one of the largest and most active angel investment networks in the country.  Ms. McCarthy manages the national Golden Seeds network of over 300 members, with eight active chapters throughout the country.  She is a frequent speaker about early stage investing, women entrepreneurs and gender diversity. 

    Previously, Ms. McCarthy was Executive Vice President and Chief Marketing Officer at OppenheimerFunds and was an executive at the American Express Company.  She has extensive corporate and non-profit board experience.  

    • 04/24/2020
    • 9:00 AM - 12:00 PM
    • Bright Endeavors, 4105 W. Carroll Ave, #1W, Chicago

    This event has been postponed.  The new date will be announced soon.

    The Giving Back Exchange invites you to participate in a volunteer session at Bright Endeavors.  Please set aside a few hours to join us as we make candles alongside women participating in the Bright Endeavors New Moms program.

    The New Moms program assists adolescent mothers attain financial literacy and self-sufficiency through its Bright Endeavors program by providing intensive training and a pathway out of poverty for young mothers in Chicago as they transition into quality, permanent employment. Participants gain job skills as they produce premium soy candles and bath products.

    The Bright Endeavors young moms will teach us how to make candles and then we can all work together making candles to fulfill their orders.

    This is a terrific opportunity to volunteer with your fellow CFE members.  Volunteers will receive a confirmation email with directions and additional details.

    Volunteers are invited to gather at Inspiration Kitchen for lunch following the volunteer event. 

    • 04/29/2020
    • 12:00 PM - 1:30 PM
    • Brownson, Rehmus & Foxworth, 200 S. Wacker Drive, Suite 2300, Chicago

    What is wealth management?  Who needs it and why?
    Should you consider “DIY”?

    Join fellow CFE members for a Lunch-n-Learn program.  Hosted by Laura Stern, the format will include a mix of presentation, discussion, and participant questions that will venture beyond the basics of wealth management. 

    Key considerations for women:

    Time horizon
    Elements of risk
    Partner Dynamics
    Retirement Income
    What should YOU consider?

    Fee: $15 per person includes a sandwich/salad buffet.  
    Space is limited so register early!

    Laura Stern is a Principal in the Chicago office of Brownson, Rehmus & Foxworth, a wealth management firm specializing in high net worth individuals and multi-generational families.   Her expertise as an investment advisor developed over a career of more than 30 years, including roles in portfolio management and investment consulting.  Previously, Laura worked for almost 12 years at Prudential Retirement Services as Vice President in the Investment Advisory Services unit. Prior to joining Prudential, Laura founded an asset management firm servicing high net worth individuals, foundations and pension plans in Rochester NY.  A Chartered Financial Analyst and a CERTIFIED FINANCIAL PLANNER practitioner, Laura earned an MBA from Northwestern University and a BA with honors from the University of Chicago. An active member of CFA Society of Chicago, she served as a board member 1998-2004 and Chair in 2002-2003.  Laura has also served the United Way of Metropolitan Chicago since 2007, formerly as Chair of the Retirement Sub-Committee, now as member of the Finance Committee.  A board member of VNA Foundation since 2013, Laura currently serves as Chair of the Investment Committee, and was elected in 2019 to the Executive Committee as Vice Chair.

    • 04/29/2020
    • 6:30 PM - 8:30 PM
    • Davanti Enoteca, 800 Hillgrove Ave, Western Springs

    The West Suburban Book Club will hold their next event on Wednesday, April 29 at Davanti Enoteca in Western Springs.  Please note, we will continue to monitor the updates from the CDC and WHO on the COVID-19 situation.  We are prepared to reschedule this as a virtual event based on their guidelines.

    The featured book is Educated a memoir by Tara Westover.  

    Tara Westover was 17 the first time she set foot in a classroom. Born to survivalists in the mountains of Idaho, she prepared for the end of the world by stockpiling home-canned peaches and sleeping with her "head-for-the-hills bag".  In the summer she stewed herbs for her mother, a midwife and healer, and in the winter she salvaged in her father's junkyard.

    Then, lacking any formal education, Tara began to educate herself. She taught herself enough mathematics and grammar to be admitted to Brigham Young University, where she studied history, learning for the first time about important world events like the Holocaust and the civil rights movement. Her quest for knowledge transformed her, taking her over oceans and across continents, to Harvard and to Cambridge. Only then would she wonder if she'd traveled too far, if there was still a way home.

    Educated is an account of the struggle for self-invention. It is a tale of fierce family loyalty and of the grief that comes with severing the closest of ties. 

Chicago Finance Exchange
332 S. Michigan Avenue, Suite 1032 - #C232
Chicago, IL  60604 - 4434
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