Delivering for Best-in-Class Wholesaler-Distributors

If you are interested in sponsorship, please contact John Peter, Chief Corporate Relations Officer, at

May 14-15, 2019 at the Hilton O’Hare in Chicago

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

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 14, 2019

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
Large Company Executive Dinner
What in the World is Going On in Washington!

Blake Adami
Vice President–Government Relations, NAW

Make sure to reserve your seat for 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.

Blake Adami, Vice President – Government Relations, will be joining us as our dinner speaker this year. Blake will share his insights on what the heck is going on in Washington, whether anything will actually get done this year, and how NAW is working with Congress and the regulatory agencies, to benefit the entire $6 trillion wholesale distribution industry.


Blake Adami is NAW’s Vice President-Government Relations and his primary areas of responsibility include health care, workforce and workforce benefits, and labor issues. He concurrently serves as Political Director of the NAW Political Action Committee. Blake is also a member of the Management and/or Steering Committees of several coalitions, including the Employer’s Health Care Clearinghouse, the National Coalition on Benefits, the Partnership for Employer Sponsored Coverage, and the Stop the HIT (Health Insurance Tax) Coalition. Prior to joining NAW, he served for nearly 10 years in the U.S. House of Representatives as a Deputy Chief of Staff and Legislative Director.

Day 2 - May 15, 2019

7:00 AM – 7:45 AM

8:00 AM – 9:30 AM
Opening Session & Discussion

CLO Succession Planning  

Bob Barker
Managing Partner, BarkerGilmore

While succession planning has become de rigueur for CEOs, increasingly, leading companies are planning succession in broader, deeper terms for key management positions they cannot risk having unoccupied, even for brief periods. Given the increased and more central responsibilities of the General Counsel, that role is now on a short list of senior positions for which there must, at all times, be a capable successor. Succession planning for GCs may entail anything from a planned succession, such as retirement, over the course of a couple of years, to an emergency succession, where the GC is unable to meet his or her responsibilities because of a quick, unplanned departure.


  • How to overcome the biggest challenges
  • How to create a succession plan
  • Best practices to prepare successors
  • How to obtain buy-in from the CEO
  • The importance of benchmarking candidates
  • Tools available to be successful


Bob is co-founder and Chair of the Industrial Practice at BarkerGilmore. He brings more than three decades of executive search and international business experience to his clients. Bob has successfully managed General Counsel and Chief Compliance Officer engagements for mid-sized to Fortune 500 companies including those in the financial, industrial, energy, healthcare, consumer, and technology industries. In addition, he has partnered with numerous Fortune 500 companies to build out their legal and compliance departments.

Bob has been instrumental in expanding BarkerGilmore’s services to include consulting, advising, and leadership development. Spanning across the United States, he has assembled a network of world-class General Counsel and Chief Compliance Officers from the most highly respected public and private corporations. These experienced leaders are passionate about helping others to optimize their legal and compliance departments, lead more effectively and deliver a greater business impact.

Prior to founding the firm, Bob was the North American Sales Manager for the Imaging and Printing Group at Hewlett-Packard, where he achieved the highest recognition in the company and was awarded membership into HP’s President’s Club.

Bob holds a bachelor’s degree from the Rochester Institute of Technology. He is a strong advocate for diversity in the workplace and has been actively involved in the firm’s Women and Diversity Practice. His writing has been published in Corporate Board Member, Corporate Counsel and he has been interviewed by The Wall Street Journal and numerous other media outlets.

9:30 AM – 9:35 AM

9:35 AM – 10:50 AM
General Session & Discussion

Building a Compliance Program That Works for You: Practical Approaches & Common Mistakes

Jennifer Purcell
Chief Labor, Employment, and Compliance Counsel,  US LBM

The importance of having an internal compliance program has never been higher. Distributors are required to comply with a constantly evolving, and sometimes contradictory, patchwork of local, state, federal, and international regulations. Non-compliance with regulatory obligations often results in costly and frustrating headaches. Building a compliance program is important, but making sure the compliance program works for your company and culture is the key to the program’s effectiveness.


  • How distributors can design practical, simple, and effective compliance programs tailored to effectively address the highest-risk compliance challenges facing the distribution industry
  • Recommendations for how distributors can implement compliance programs, integrate them into their culture, and maintain effectiveness
  • Examples and case studies from cross-industry leaders as well as within distribution on common compliance program pitfalls and successes
  • Top 10 mistakes made by distributors when developing and implementing a compliance program


Jen Purcell is Chief Counsel- Labor, Employment, & Compliance for U.S. LBM Holdings, LLC. U.S. LBM is a collection of leading building material distributors across 29 states with more than 230 locations. U.S. LBM is one of the fastest growing companies in its industry and is recognized as one of the largest building products distributors in the United States.

Before joining U.S. LBM, Jen served as Senior Labor & Employment Counsel for Cook County Health & Hospitals System, one of the nation’s largest public health systems. Prior to that, Jen worked in private practice and also in the federal employment litigation unit of the Illinois Attorney General’s Chicago Office. Jen has counseled and represented dozens of employers on a broad spectrum of issues arising from federal, state, and local labor and employment laws and general regulatory compliance matters.

She is a frequent author, speaker, and instructor on a wide array of regulatory compliance and employment law issues.  Jen received her undergraduate degree from Western Kentucky University and her Juris Doctor from Chicago-Kent College of Law. During law school, she was on the Dean’s List and was also a member of the Moot Court Honor Society. Jen also maintains her Six Sigma Yellow & Green belt certifications from the University of Wisconsin School of Business.

10:50 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
Data Privacy and Breach Laws 

Danielle Vanderzanden
Shareholder, Ogletree Deakins

Liability Risks in Our Data-Driven World:  Technology-based hiring, employee-monitoring, and the ever-expanding scope of state, federal, and international privacy regulations pose enormous threats to organizations that fail to prepare for cyberattacks.  Court decisions holding employers liable for the information security failures of their employees and verdicts such as the recent 925 million dollar verdict for violation of the Telephone Consumer Protection Act plainly illustrate the importance of data privacy and information security diligence.


  • Limiting potential discrimination liability associated with the use of artificial intelligence in applicant screening;
  • The benefits and pitfalls of various forms of employee monitoring (e.g., the use of biometric time clocks, internet access and email screening, geolocation monitoring, and other commonly used monitoring tools);
  • Best practices in establishing and auditing your information security and data privacy program; and
  • Effective methods for avoiding privacy-related litigation risks.


Ms. Vanderzanden is a Shareholder in the Boston and Portland (ME) offices, and Co-Chair of the firm’s Data Privacy Practice Group. She specializes in the areas of privacy, restrictive covenant, wage and hour, discrimination and labor and employment litigation and counseling. She devotes her practice to helping employers with employment-related disputes, conducting investigations and providing counsel to clients seeking to reduce their potential for liability to their employees and third parties. She has personally conducted dozens of investigations, including investigations involving employee allegations of misconduct by company executives and systemic discrimination.

2:00 PM – 2:30 PM
Set Agenda for Next Meeting Scheduled for November 19-20, 2019

2:30 PM

NAW Billion Dollar CLO Roundtable Members

  • ABC Supply Co Inc.
  • Alex Lee
  • Boise Cascade
  • Brenntag
  • Bunzl Distribution USA Inc
  • Core & Main
  • Essendant
  • Ferguson Enterprises
  • Grainger
  • Graybar Electric Co Inc
  • MRC Global
  • MSC
  • Pinnacle Agriculture Distribution
  • Pool Corp.
  • PrimeSource
  • UniSelect

The following wholesale distribution companies are registered for the Spring 2019 Billion Dollar CLO Roundtable:

  • ABC Supply Co Inc
  • Border States Electric Supply
  • Core & Main
  • Grainger
  • McLane Co Inc
  • MRC Global
  • PetroChoice
  • U S LBM Holdings LLC

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

  • ABC Supply Co Inc.
  • ADI Global
  • Avnet
  • Ben E. Keith
  • Boise Cascade
  • Brenntag
  • Bunzl Distribution USA
  • Consolidated Electrical Distributors Inc.
  • Do It Best
  • Dot Foods
  • Essendant
  • Ferguson Enterprises
  • Grainger
  • Gordon Food Service
  • Grainger
  • Graybar
  • MRC Global
  • MSC
  • Patterson Companies
  • Pool Corp.
  • PrimeSource
  • ProBuild
  • Rexel
  • SRS Distribution
  • Sysco
  • True Value Company
  • Uline
  • United Stationers Inc.

Meeting Location:
Chicago Hilton O’Hare
10000 W O’Hare Ave. Click Here to Book Your Room
Chicago, IL 60666
(773) 686-8000

Hilton Central Reservations – 877 865 5322


Please be vigilant if approached by any company or service that implies or claims to be an official housing provider for the National Association of Wholesaler-Distributors (NAW). We have been made aware of other housing companies or travel agencies that may be aggressively pursuing you, or your company, to book your guest rooms through their company, using your credit card information, at supposedly significant discounts. The only way to book your rooms with security for NAW Roundtables is to use the channels provided on our website. If you are contacted by one of these pirate companies, please contact NAW staff immediately.