Delivering for Best-in-Class Wholesaler-Distributors

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

Add to Calendar 20190514T190000Z 20190515T153000Z America/New York NAW Billion Dollar CLO Roundtable, Spring 2019
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We are currently in the process of finalizing our Spring 2019 program. Please check back for updates. Please contact Tara Mostatab at 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

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
Billion Dollar Executive Dinner

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

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

CLOs should be thinking about how to make their succession plan as smooth as possible. At this session, we will discuss CLO succession planning and ways to ensure a smooth transition. One way is to prepare a handful of direct reports to take over the CLO role, even if you can’t guarantee they’ll get the job. Another good way is to have a decision-making organization within the function that shares power with the learning executive.

9:30 AM – 9:45 AM

9:45 AM – 11:00 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

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
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

  • 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 Spring 2019 Billion Dollar CLO Roundtable:

  • A B C Supply Co Inc
  • Border States
  • Core & Main
  • Grainger
  • McLane Co Inc
  • MRC Global

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. 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.