Delivering for Best-in-Class Wholesaler-Distributors

If you are interested in sponsorship, please contact John Peter, Senior Vice President-Corporate Relations, at jpeter@naw.org.

November 27-28, 2018 at the Hilton O’Hare in Chicago

Add to Calendar 20181127T190000Z 20181128T153000Z America/New York NAW Billion Dollar CLO Roundtable, Fall 2018
Event Link
Hilton O’Hare in Chicago Organizer Organizer e-mail false MM/DD/YYYY
Register Today

We are currently in the process of finalizing our Fall 2018 program. Please check back for updates. Please contact Tara Mostatab at tmostatab@naw.org if you have any questions.

Daniel (Dan) Lett, General Counsel for Bunzl Distribution USA, talks with Adam Isenberg, NAW Vice President – Corporate Relations, about the value of participating in the semi-annual NAW Billion Dollar Chief Legal Officer (CLO) Roundtable.

The NAW Billion Dollar Company Chief Legal Officer Roundtable for direct members was created as a new mechanism for the Chief Legal Officers of large distribution enterprises to network with non-competing peers in multiple lines of trade on key finance issues.

Similar to other billion dollar roundtables NAW has created for the CIO, CFO, Operations, and CHRO, this by invitation only roundtable is composed of executives from billion dollar companies that meet in Chicago two times per year. This highly interactive group consists of the SENIOR-MOST legal executives. The annual fee is $1,800 per member, which covers meeting costs for two events in a twelve month cycle. Participants are expected to cover the cost of their hotel and travel. Once the annual fee is paid, there are no additional fees to attend the meetings, which will last one day beginning with a reception and dinner the evening before.

The participating companies can also name an alternate who can take the place of the Legal Executive, should that person be unable to attend the scheduled meeting.

If you would like to learn more, please contact Tara Mostatab at 202.263.4080 or tmostatab@naw.org.

Eligibility: Companies with $1B+ in annual revenue.
The NAW Billion Dollar Roundtable is the only opportunity that provides networking and benchmarking exclusively with other top executives of non competing, like-sized Wholesale-Distribution companies.

NAW Billion Dollar Company CLO Roundtable Preliminary Agenda

Day 1 - November 27, 2018

6:00 PM – 7:00 PM
Drinks & Dialogue Reception

Come prepared to meet and mingle with your fellow participants from the largest firms in the industry.

7:00 PM – 9:30 PM
Billion Dollar Executive Dinner

Day 2 - November 28, 2018

7:00 AM – 7:45 AM
Breakfast

8:00 AM – 9:30 AM
Opening Session & Discussion
The New Hire Checklist:  What CLOs Need To Know When It Comes to New Hire Onboarding

Rodney Harrison
Shareholder, Ogletree, Deakins, Nash, Smoak & Stewart

Jennifer Woodruff
Counsel, Ogletree, Deakins, Nash, Smoak & Stewart

Background check compliance has become increasingly tough over the past several years given the ever-changing landscape of the laws. Litigation trends, changes in state and local laws, and the EEOC have made compliance increasingly important. In this interactive session, we will discuss the road map of background checks in detail, beginning with the influence of ban the box laws, working through the legal requirements and best practices for obtaining and using background check information, best practices for psychological and behavioral assessments, and finally, how to talk with your HR teams and business partners about the importance of compliance.

ABOUT THE SPEAKERS

Rodney Harrison is a shareholder with the law firm Ogletree, Deakins, Nash, Smoak & Stewart.  He has practiced in the areas of labor and employment law since 1995.  He concentrates his practice primarily in litigation of discrimination and other employment related matters, as well as traded secret and non-compete litigation.  He has litigated labor and employment-related matters in federal and state courts throughout the United States, including individual and class action claims under Title VII, the Americans with Disabilities Act, ERISA, the Age Discrimination in Employment Act, collective action claims under the Fair Labor Standards Act, and represented employers in labor and employment arbitrations and administrative proceedings.

As a member of the firm’s Background Checks Practice Group, Jennifer Woodruff offers practical, real-world advice on analyzing, drafting, and implementing valid background check authorization and disclosure forms, pre-adverse and adverse action letters, background check processes and procedures, and other background-check-related documents and communications.

Leveraging her experience for one of the country’s largest background check companies, Jennifer provides client consultation on employer background check processes, including best practices related to the federal Fair Credit Reporting Act, state and local background check laws and regulations, and Title VII/EEOC Guidance.  She has experience analyzing and creating effective, efficient and compliant background check programs for clients with centralized and decentralized recruitment and onboarding processes.

9:30 AM – 9:45 AM
Break 

9:45 AM – 11:00 AM
General Session & Discussion
Technology for CLOs

Kevin Clem
Managing Director, HBR Consulting

Many CLOs are faced with increasing demand and complexity in legal services to support the business, while simultaneously managing budgets that are flat if not declining. This challenge of “running the law department like a business” has led to significant growth in the field of legal operations. The C-suite expects the legal function to be just as data-driven and technology enabled as other parts of the business, requiring new approaches and practices for running the operations of the law department. In this session, HBR Consulting Managing Director and Law Department Consulting practice leader Kevin Clem will share trends and best practices recommended for the Law Department of the Future. Insights on leading technology and operational benchmarks gleaned from the recently released 2018 HBR Law Department Survey will be shared, providing perspective on the next steps that CLOs can take to continue their path toward operational excellence. Leading trends to be discussed include:

  • Leveraging technology to maximize efficiency and client service delivery
  • The growth of data analytics and dashboards to support data-driven decision making
  • Trends in the use and management of outside counsel and other alternative service providers
  • Top methods employed to manage increasing legal demands

ABOUT THE SPEAKER

Kevin Clem serves as managing director and leader of the Law Department Consulting practice for HBR Consulting. Kevin directs large-scale transformation efforts through the alignment of people, processes and technology. With over 17 years of advisory consulting expertise counseling corporate law departments, Kevin collaborates with clients to improve operational efficiency and optimize legal operations.

Prior to joining HBR Consulting, Kevin was a founding member and managing director at Huron Consulting Group and a senior consultant at Arthur Andersen.

He serves on the Board of Directors of New Vintage Church in his hometown of San Diego, California.

Kevin spent the first 16 years of his life attending American schools overseas; with time in The Hague, Singapore, and Aberdeen, Scotland. He now spends his vacations instilling that love of travel and global cultures galloping the globe with his wife and three young children.

11:00 AM – 12:00 PM
Open Discussion

This session is set aside for you to raise any issue you would like and have the group provide their thoughts. This is an open forum to further discuss any item on the agenda or to bring up topics that are not on the agenda. Make sure to take notes during this session, you may find a perfect topic to suggest for the next NAW Roundtable.

12:00 PM – 12:45 PM
Joint Networking Lunch with CHRO and Operations Executives

This is the “halftime” period where you meet up with all of the Billion Dollar Company senior executives at this week’s Roundtable to compare ideas and benchmark across disciplines. All 3 groups: Operations, CHRO and CLO executives will attend this joint lunch.

1:00 PM – 2:00 PM
Closing Session & Discussion
How CLOs Can Improve Their Contract Management Structure 

Mark Fowler
Vice President and General Counsel, Conga

Improving your organizations contract management structure is a difficult process to manage. Adding technology to your contract management processes can either speed up your team and add additional compliance tracking or it can create additional work that adds no real value. The goal for this session is to go over some of the best options for adding increased control and optimizing your ROI with CLM technology.

We will discuss:

  • How to speed up and automate processes with digital transformation
  • Which plays offer the greatest impact in the early phases of CLM implementation
  • Some of the best features of CLM systems that free up resources to provide more products to internal clients

ABOUT THE SPEAKER

Mark Fowler is vice president and general counsel at Conga. Mr. Fowler leads a legal team that supports the #1 paid application on the Salesforce AppExchange and provides the world’s top brands solutions that simplify and automate data, documents, contracts and reporting.

Prior to joining Conga, Mr. Fowler practiced both in the courtroom and in the boardroom. Mr. Fowler litigated commercial, real estate and contract law. He was also general counsel to Barclay Group, a commercial real estate developer and New Legacy Building and Design. Prior to law school, Mr. Fowler was software developer. This technical experience with significant contract negotiation and contract lifecycle management experience has allowed him to consult with corporations to improve their contract operations.

Mr. Fowler is a graduate of The University of Texas at Arlington (BA Foreign Languages/International Business) and Texas Tech University School of Law. He is a member of the Arizona State Bar, the U.S. Federal Court, District of Arizona and the U.S. Federal Court, Eastern District of Texas.

Novatus Connect – Orlando, Florida
February 2016 – Solo Speaker
Topic: How to Reduce Risk with Contract Management

Conga Connect – Orlando, Florida
March 2017 – Solo Speaker
Topic: Mitigate risks, eliminate errors & make everyone’s life easier (through effective use of CLM)

Association of Corporate Counsel Mid-Year Meeting – Denver, Colorado
April 2018 – Panel Speaker
Topic: Navigating the Inherent Tension between Legal and Business Perspectives When Drafting and Negotiating Contracts

2:00 PM – 2:30 PM
Set Agenda for Next Meeting Scheduled for May 14-15, 2019

2:30 PM
Adjourn

NAW Billion Dollar CLO Roundtable Members

  • A B C Supply
  • Alex Lee
  • Boise Cascade
  • Brenntag
  • Bunzl Distribution USA Inc
  • Core & Main
  • Essendant (formerly United Stationers)
  • Ferguson Enterprises
  • Grainger
  • Graybar Electric Co Inc
  • M R C Global
  • M S C Industrial Supply Co
  • Pinnacle Agriculture Distribution
  • Pool Corporation
  • PrimeSource
  • UniSelect

The following wholesale distribution companies are registered for the Fall 2018 Billion Dollar CLO Roundtable:

  • A B C Supply Co Inc
  • Border States Electric Supply
  • Brenntag North America
  • Bunzl Distribution USA LLC
  • Core & Main
  • Dot Foods Inc
  • Grainger Inc
  • Graybar Electric Co Inc
  • M R C Global
  • M S C Industrial Supply Co
  • PetroChoice
  • Pinnacle Agriculture Distribution
  • PrimeSource Building Products Inc
  • TriMark USA
  • U S LBM Holdings LLC
  • Uline

The following wholesale distribution companies have attended previous NAW Billion Dollar CLO Roundtables:

  • A B C Supply
  • A D I (Honeywell)
  • Avnet Inc.
  • Ben E Keith
  • Boise Cascade
  • Brenntag
  • Bunzl Distribution USA Inc.
  • Consolidated Electrical Distributors Inc.
  • Do It Best
  • Dot Foods Inc.
  • Essendant
  • Ferguson Enterprises
  • Grainger
  • Gordon Food Service
  • Grainger
  • Graybar Electric Co. Inc.
  • M R C Global
  • M S C Industrial Direct Co. Inc.
  • Patterson Companies Inc.
  • Poolcorp
  • PrimeSource
  • ProBuild
  • Rexel Holdings (Gexpro)
  • SRS Distribution
  • Sysco Corporation
  • True Value Company
  • Uline
  • United Stationers Inc.

Meeting Location:
Chicago Hilton O’Hare
10000 W O’Hare Ave.               Hotel Accommodations
Chicago, IL 60666
(773) 686-8000

ajax-loader