Delivering for Best-in-Class Wholesaler-Distributors

Please contact Tara Mostatab at if you have any questions.

May 15-16, 2018 at the Hilton O’Hare in Chicago

Download Content from this Roundtable

“The Billion Dollar CLO Roundtable is a great opportunity to network with peers and discuss common issues and brainstorm. I often find our discussions more useful than the continuing legal education seminars we general counsel must attend.”

Matthew Geekie, Senior Vice President, Secretary & General Counsel, Graybar Electric Company

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

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 - May 15, 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
NAW Government Relations Update

Jade West
Senior Vice President, NAW

For over 20 years, Jade West was a staple in the U.S. Senate. For the past 10 years, Jade has helped educate lawmakers on how certain legislative policies could impact true economic engines such as wholesaler-distributors. From stopping the repeal of LIFO, to tax and labor initiatives, Jade has been out front and leading the charge on Capitol Hill to benefit the entire $5.7 trillion industry that is wholesale distribution.

Make sure to attend the most exclusive executive supper club in Chicago this evening! This dinner is your opportunity to pick the brains of the senior executives for the top wholesale distribution companies in the industry. This is a joint dinner that will include the CLO, CHRO and Operations executives attending the spring Roundtable.


Jade West is Senior Vice President-Government Relations for the National Association of Wholesaler-Distributors. She also serves as Executive Director of the NAW Political Action Committee. Jade is the senior lobbyist for NAW, advocating the interests of the wholesale distribution industry in Washington both on Capitol Hill and in the regulatory agencies.

In addition, she is Executive Secretariat for the 1,000-member Tax Relief Coalition and the LIFO Coalition. Jade is a Steering Committee member of the Alliance for Tax Fairness and Growth, and she is on the Management Committee of the Coalition for a Democratic Workplace, which leads the opposition to organized labor’s effort to remove secret ballot elections from union certification elections and force employers into binding “interest arbitration” in negotiating contracts. Jade is also a Director of the Business Industry Political Action Committee and a Founder and Director of the trade association Get Out the Vote Best Practices Group, both working to maximize the turnout of pro-business voters in federal elections.

Before joining NAW in 2002, Jade was a senior aide on Capitol Hill for more than 20 years.

Day 2 - May 16, 2018

7:00 AM – 7:45 AM

8:00 AM – 9:30 AM
Joint Opening Session & Discussion with CHROs
Social Media Policy and Sexual Harassment 

Rodney Harrison
Shareholder, Ogletree, Deakins, Nash, Smoak & Stewart, P.C.

Global communication occurring through social media sites such as Facebook, Twitter, and LinkedIn implicate many legal issues for in-house counsel. This session will help you navigate the changing landscape of workplace social media law, focusing on recruiting risks, social media policies, harassment and discrimination, concerted activity, and privacy concerns. The “dos and don’ts” for monitoring employees’ computer usage and best practices for establishing a legal defense will also be addressed.


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.

9:30 AM – 9:45 AM

9:45 AM – 11:00 AM
General Session & Discussion
Rising to the Challenge: Anticipating and Responding to Creative Online Data-Related Claims

Jeffrey L. Schultz
Partner, Armstrong Teasdale LLP

For businesses handling large amounts of personally identifiable information (PII) online, any loss of control over that information may require quick action to stop the dissemination of data, recover it, and mitigate any harm. Most recently, data breaches have given rise to class action lawsuits, creating a particular need for efficient and expeditious problem solving. Online data breach matters are particularly attractive for creative plaintiff’s lawyers because of the large numbers of potential class members. As a result, plaintiff’s lawyers are now looking for ways to bring claims even in the absence of a traditional breach; they are bringing claims when the technology operates exactly as it was intended. For example, in a recent wave of cases, it was alleged that the mere use of Javascript in connection with online merchants’ payment pages unlawfully exposed PII and violated state and federal law in the absence of any evidence that PII was actually acquired by, disclosed to, or used by any third parties.


This program will address why we’re seeing an uptick in matters brought by plaintiff’s lawyers, some of the creative claims they’re bringing, and potential defenses. Among other things, we will discuss:

  • Recent putative class actions concerning the use of Javascript
  • Types of state and federal claims that are being asserted
  • Standing challenges
  • Enforceability of rights and obligations contained in a privacy policy
  • Challenges to class certification

We will also discuss a strategy employed by plaintiff’s lawyers in which they pursue settlements with smaller companies that they then use to extract higher settlements from larger companies.


Jeff Schultz is an experienced business litigator who has extensive knowledge about the field of data security and privacy. This background led him to be named co-leader of the firm’s Privacy and Data Security practice area and the former chair of The Missouri Bar’s Technology and Computer Law Committee. Jeff is a Certified Information Privacy Professional (CIPP/US) through the International Association of Privacy Professionals.

As a litigator, Jeff routinely represents individuals and organizations in complex commercial disputes, including those involving the misappropriation of trade secrets, computer tampering, nondisclosure and noncompete agreements, commercial contracts and shareholder disputes. Jeff also assists clients in developing and implementing information protection strategies and responding to data-related incidents, including data breaches. He is a sought-after writer, speaker and advisor on the topics of noncompete agreements, trade secrets, computer tampering, data security and social media.

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
Current Trends in Compliance Organizations: The Shift Away From Legal

Holly Tucker
Partner, Deloitte Risk and Financial Advisory

This 1 hour session will explore the way in which current organizations have structured their compliance groups and how that aligns (or doesn’t) with the CLO. We will discuss trends on where CCOs sit and how we have seen this shift over time, to whom they report, their access to the board, and the role of the CLO relative to the CCO. Further, we will discuss recent trends in tools and technologies that both support and enable compliance functions, as well as the risks and procedures that compliance organizations and CCOs are covering in today’s current environment.


With almost 20 years of global public accounting and professional services experience, Holly Tucker helps clients identify, understand and address complex business issues related to fraud, corruption, and regulatory compliance. Holly assists clients with both proactive and reactive matters across many industries including retail and distribution, consumer products, travel and hospitality, manufacturing, industrial distribution, and energy and resources. Holly is the Deloitte Risk and Financial Advisory Forensics leader for Consumer & Industrial Products, and is the Consumer Products leader for our Enterprise Compliance Services market offering.

Holly has spent almost 15 years leading and conducting global FCPA investigations, conducting regulatory due diligence and post-acquisition integration for M&A transactions, conducting fraud and corruption risk assessments, performing ethics and compliance program assessments, developing and conducting proactive compliance monitoring activities, analyzing whistleblower hotlines and associated policies/procedures, and designing and implementing various components of fraud, corruption and compliance programs.

Holly also has extensive experience in employee misconduct investigations, matters involving financial statement manipulation and irregularities, as well as providing litigation support to a variety of clients with a focus on purchase price related disputes.

Holly received both her BBA – Accounting and Masters of Science – Accounting from Texas A&M University. She is a Certified Public Accountant (Texas), a member of the American Institute of Certified Public Accountants, coaches girls youth soccer and volleyball, and is a member of the Junior League.

2:00 PM – 2:30 PM
Set Agenda for Next Meeting Scheduled for November 27-28, 2018

2:30 PM

NAW Billion Dollar CLO Roundtable Participants, Spring 2018

The following wholesale distribution companies participated in the Spring 2018 Billion Dollar CLO Roundtable:

  • A B C Supply Co., Inc.
  • Alex Lee, Inc.
  • Boise Cascade Company
  • Brenntag North America, Inc.
  • Bunzl Distribution USA, Inc.
  • Ferguson Enterprises
  • Grainger, Inc.
  • Graybar Electric Co., Inc.
  • M R C Global
  • M S C Industrial Supply Co
  • Pinnacle Agriculture Distribution
  • PrimeSource Building Products, Inc.
  • U S LBM Holdings, LLC

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

  • ABC Supply
  • ADI (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 S C Industrial Direct Co. Inc.
  • M R C Global
  • 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

Hilton Central Reservations – 877 865 5322