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Today, I am delighted to welcome Sophia Ruffolo, General Counsel and Head of Compliance for the Zell Family Office, a division of Chai Trust Company, LLC. With over 20 years of experience in Estate and Tax Planning, Investment Management and Fiduciary Oversight, Sophia is a seasoned leader in law, fiduciary risk management, compliance, and governance. Sophia is a member of the Board of Directors and Audit Committee of Metropolitan Family Services and co-founder of femmebought, a social enterprise dedicated to supporting women-owned businesses and promoting gender equity in the global marketplace. Sophia and the Chai Trust Company are long-time valued members of FOX and are very generous and insightful contributors to the FOX community. In the family wealth and family office space, most of the advisors and family office professionals serving multigenerational families are acting in a fiduciary role on behalf of their clients. Sophia talks about what it means to be a fiduciary and how this concept and its practice have evolved over the recent decades and years, as families and the world around them have evolved. One challenge fiduciaries and their clients face is an ever-changing external environment and an ever-evolving and more complex families and family enterprises. Sophia shares her thoughts on how fiduciaries can keep things evergreen in the face of all this change and disruption – how they should think about the design of their role and how they perform their duties day to day in service of the family. Sophia offers some practical suggestions and tips for advisors, and especially those in a fiduciary role, to ensure they are fulfilling that role in the best possible way for the families they serve. She then tuns her focus on the clients themselves and provides useful advice for family principals on how they can best engage with their fiduciary advisors to ensure the family goals are achieved and the family and its members are happy and flourishing in the long run. Don't miss this deeply insightful conversation with a uniquely experienced expert and family office professional serving one of the most prominent and sophisticated enterprise families in the US.
We're breaking away from this season's “duos” theme and bringing you a TRIO! R.J., Jerrod, and Molly Melman are the sibling trio behind Lettuce Entertain You Restaurants, a privately held, family-owned restaurant group with more than 110 restaurants and 60 unique concepts nationwide, including; the RPM Restaurants, Sushi-san, Aba, Ramen-san, Bub City, Miru, The Oakville Grill & Cellar, Summer House Santa Monica, Three Dots & a Dash, and more. In this episode, we discuss the ups and downs of the restaurant industry, and how reimagining one of their failed restaurant/club spaces, ultimately got converted into one of the city's hottest concepts with multiple locations. They also share lessons learned from having the legendary restaurateur Rich Melman as their dad.The Melmans and Lettuce Entertain You are one of the most generous restaurant groups in America. In addition to the number of organizations Lettuce works with, R.J., Jerrod, and Molly each have causes close to their heart such as Israel Cancer Research Fund, Metropolitan Family Services, Share Our Strength, The Pink Agenda, and Breast Cancer Research Foundation. Enjoy this episode as we go Beyond the Plate… with R.J., Jerrod, and Molly Melman. This season is brought to you by Fords Gin, a gin created to cocktail.Check out our #BtPlatePodcast Merch at www.BeyondthePlateMerch.com Follow Beyond the Plate on Facebook and TwitterFollow Kappy on Instagram and Twitter
In this week's episode, Vanessa Shwarts, Executive Director of Family Services located in South Chicago joins the podcast to talk about all of the services that MFS has provided the community over the many years that it has served residents. Visit https://www.metrofamily.org for more information on services or if you would like to join their team. Come chat with me about all things mental health. Instagram & Facebook: @mindifchat
As Illinois lawmakers edge toward the end of spring session and head into campaign season, talk of potential bills to address a rise in crime is heating up. Democratic lawmakers, fearful of polling that shows violence is a top concern for voters, have discussed legislation cracking down on ghost guns, organized retail theft and carjacking. Gov. Pritzker's budget includes increases to state police and witness protection, as well as grants for anti-violence programs. Republicans, meanwhile, are pushing for bills that boost funding for police, set a minimum 10-year sentence for anyone convicted of selling a gun to a felon, and automatically transfer cases of aggravated carjacking or armed robbery that involve a minor to adult court. But this week's guests – Soledad McGrath and Vaughn Bryant – are wary of knee-jerk reactions to an increase in violence. McGrath is executive director of the Neighborhood Network Initiative at Northwestern University, which has studied the outcomes of several anti-violence programs operating in Chicago. Bryant is the executive director of Metropolitan Peace Initiatives, a coordinator for many anti-violence groups. MPI is a division of Metropolitan Family Services – it focuses on helping people that have experienced the highest levels of gun violence in the city. That help involves things like violence interruption and street outreach; behavioral health and help finding jobs or getting into school; expunging criminal records; and working with cops to help them better understand the communities they police. Early analyses of these programs show some positive results. Northwestern's analysis of CP4P, which Bryant's group helps organize, found that fatal and non-fatal gunshot injuries among participants were 20% lower 18 months after they joined and roughly 30% lower two years after. Arrests were 17% lower two years after joining, too. This conversation explores what programs are working – including efforts to enhance community policing with the Chicago Police Department, a big upcoming test for anti-violence work in North Lawndale, and why both guests are urging patience when thinking about solutions to crime.
Ric Estrada shares insights into empowering families to learn, to earn, to heal, to thrive. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Líder comunitario Ricardo “Ric” Estrada es nombrado miembro de la junta directiva de ComEd ComEd anunció hoy el nombramiento del líder comunitario Ricardo “Ric” Estrada, de 55 años, presidente y director ejecutivo de Metropolitan Family Services, a su junta como director independiente. “Ric es un líder exitoso y con experiencia en servicios humanos y un apasionado defensor de la equidad en las diversas comunidades a las que sirve ComEd”, dijo Calvin Butler, vicepresidente ejecutivo senior y director de operaciones de Exelon, director ejecutivo interino de ComEd y vicepresidente de la junta de ComEd. “Le damos la bienvenida a la junta como un líder que ha trabajado incansablemente para empoderar a las familias en toda nuestra región y brindarles el apoyo que necesitan para fortalecer sus comunidades”. Estrada tiene tres décadas de experiencia en servicios humanos. Desde que se unió a Metropolitan Family Services, una de las agencias de servicios humanos más grandes de Illinois, en el 2011, ha liderado la agencia, ayudándola a duplicar el numero de familias a la que sirve. Antes de unirse a Metropolitan, ocupó puestos de liderazgo en el departamento de Family and Support Services de la Ciudad de Chicago y en la agencia de servicios sociales Erie Neighborhood House of Chicago. “Estoy emocionado de unirme a la junta de ComEd porque la compañía está y estará al frente en los temas de energía, medio ambiente, fuerza laboral e inversiones comunitarias de nuestra región”, dijo Estrada. "Como líder nacional en el sector, ComEd es fundamental para el futuro de nuestro estado". Estrada es miembro del comité ejecutivo y presidente de gobierno del University of Illinois System y las juntas directivas del Chicago Council on Global Affairs, el Woods Fund of Chicago, Grand Victoria Foundation y A Better Chicago. Estrada obtuvo su licenciatura de Loyola University of Chicago, una maestría de University of Chicago School of Social Service Administration y un MBA de University of Illinois at Chicago. Estrada, residente de Chicago, creció en el barrio de La Villita.
The Honorable Sylvester Turner, Mayor of Houston, discusses diversity and inclusion. The event is moderated by Politico National Correspondent Natasha Korecki and includes a panel discussion with Gail Christopher, Executive Director of the National Collaborative for Health Equity; Pedro Noguera, Emery Stoops and Joyce King Stoops Dean, Rossier School of Education, University of Southern California, and Kathleen Yang-Clayton, Clinical Assistant Professor, Department of Public Administration, University of Illinois at Chicago. Teresa Córdova, Director of the Great Cities Institute and Professor of Urban Planning and Policy at the University of Illinois at Chicago, starts the event with a land acknowledgement. Ula Y. Taylor, Professor & H. Michael and Jeanne Williams Department Chair, Department of African American Studies & African Diaspora Studies, UC Berkeley, introduces the event. Stephen Small, Director of the Institute for the Study of Societal Issues and Professor of African American Studies at UC Berkeley, closes the event. This event is part of a series presented by the Institute for the Study of Societal Issues and the Department of African American Studies at UC Berkeley, as well as the Great Cities Institute at the University of Chicago at Illinois. For more about the series, visit https://issi.berkeley.edu/BlackMayors The series is co-sponsored by: Othering and Belonging Institute at UC Berkeley, Goldman School of Public Policy at UC Berkeley, African American Mayors Association, National Urban League, California Association of Black Lawyers, Charles Houston Bar Association, Litigation Division of the California Bar Association, Equal Justice Society, City Club of Chicago, Executives' Club of Chicago, the Chicago Community Trust, Metropolitan Family Services of Chicago, Communities Partnering 4 Peace, Institute for Nonviolence Chicago, Strides for Peace, and WBGO-FM (Newark). Support Inclusion Catalyst by contributing to their Tip Jar: https://tips.pinecast.com/jar/inclusion-catalyst
Ashley Duchossois Joyce is President of The Duchossois Family Foundation. She received her Bachelor of Arts from University of Colorado and her Master's degree from University of Chicago, School of Social Service Administration (SSA). Ashley serves as a trustee for the University of Chicago and sits on the Audit committee and is Chair of the Outward Engagement Committee. Ashley is also on the University of Chicago Medical Center Board. She has been involved with the not-for-profit organization, Metropolitan Family Services, for more than twenty years in various leadership positions and currently is Board Chair. She is a Director of The Duchossois Group, Inc., a privately held, family- owned enterprise comprised of operating companies and an investment company, and serves on the Compensation, Nominating, and Shareholder Committees. Ashley is a 2018 Leadership Greater Chicago fellow, is a member of the Economic Club of Chicago, the Commercial Club of Chicago, and Women Corporate Directors. Additionally, she is on the Executive Committee for The Duchossois Family Council and the Advisory Board for the Duchossois Family Office.
Hosted by Jane Wernette, the latest episode of Spotlight features: 1) Melanie MacBride, Managing Attorney of Metropolitan Family Services 2) Jim Kleinwachter, Conservation@Home Program Manager of The Conservation Foundation 3) Peggy McGuire, Dir. of Child & Family Development of YWCA Metropolitan Chicago’s Project HELP Program
Great brands are defined as much by what they choose NOT to do as by what they choose to do. Having clear guardrails on the brand and being very specific about what actions and communications happen in the market can prevent ‘brand drag.” This is true for your personal brand as well. Exhibiting behavior and making decisions that are not thoughtful drag you off from your core brand values and create drag that gets in the way of the intentional actions that should be amplified to move your brand forward. Jayzen is thrilled to welcome the president of Banfield Pet Hospitals, Brian Garish, to the show. Brian joined Banfield in 2015 as chief operating officer, bringing more than 20 years of healthcare leadership to the organization. He is passionate about the inclusive culture at Banfield and takes a unique approach to communicating with his workforce, using Instagram as the primary tool. Guest Bio As president of the industry’s leading provider of preventive care, Brian’s top priority is creating a high-performing, inclusive culture at Banfield Pet Hospital’s 1,000+ hospitals for its 19,000+ associates across the country. Since taking over as president in 2017, Banfield has achieved the lowest turnover in its history while simultaneously growing four times faster than the broader veterinary industry. Brian believes that pets, people and society are all connected and is passionate about ensuring Banfield is making a positive impact on the world at large. This philosophy can be seen in the launch of the company’s Student Debt Relief Program, making Banfield one of only four percent of organizations offering such a benefit. To date the program has contributed over $8M to pay-off debt for veterinary professionals while helping to refinance more than $14M in student loans. In addition, Banfield recently launched the industry’s first mental health training to combat compassion fatigue for veterinary professionals as part of its holistic commitment to the health and wellbeing of all Banfield associates. Beginning his career stocking store shelves at Walgreens, Brian has never sat in a corner office or followed a traditional trajectory. This unique path has pushed him to think differently about leadership, redefining what it means to be a leader. Brian is committed to ensuring the voice of Banfield’s associates dictates the vision of the organization. With over 75% of Banfield’s workforce being Millennial or Gen Z, Brian connects directly with associates on Instagram, LinkedIn and Twitter to listen, engage and transform the organization. Brian holds a bachelor’s degree in philosophy from Indiana University. He serves on the board of several nonprofits, including Metropolitan Family Services, Columbia River Economic Development Council and the Banfield Foundation as well as serving as Board Chair-elect for Classic Wines Auction. He is also a member of the Fortune CEO Initiative and CEO Connection. Brian has also completed the Burnham Rosen Interactive Leadership program, the EQ Mentor program and the Leadership at the Peak program at the Center for Creative Leadership. Brian has been featured by BBC World News, USA Today, FOX News Radio, Wirecutter and more. He resides in Camas, Washington with his Savannah cats, Ashen and Kenji. Brian enjoys reading, as well as playing tennis and basketball. To learn more about Lead With Your Brand and the Career Breakthrough Mentoring program , please visit : https://www.leadwithyourbrand.com To book Jayzen for a speaking engagement or workshop at your company, visit : https://www.jayzenpatria.com Please connect on LinkedIn : https://www.linkedin.com/in/jayzenpatria To connect with our guest, Brian Garish: Instagram, LinkedIn and Twitter To learn more about Banfield Pet Hospital, visit: https://www.banfield.com
We're back from our winter hiatus! In acknowledgement of Human Trafficking Awareness Month, Jim and Jake are sitting down with Ellie Milan and Kimberly Fay from the Legal Aid Society of Metropolitan Family Services to continue our discussion of the impact of trafficking, this time focused on the Chicagoland area. Eligia “Ellie” Milan is the Program Coordinator for the Victim Legal Assistance Network (VLAN) at the Legal Aid Society (LAS) of Metropolitan Family Services. Ellie provides case management and counseling services to victims of crime, including psychological evaluations for immigration petitions. She also supervises interns from various levels of education, from high school to Masters-level programs. Prior to joining MFS in 2015, Ellie was a clinical mental health counselor for South Suburban Family Shelter in their residential domestic violence program. She also spent some time in private practice primarily helping clients who were experiencing depression, anxiety, and trauma. Kimberly Fay, Esq., is an Equal Justice Works fellow with the Legal Aid Society of Metropolitan Family Services, working at their DuPage location. Her work focuses on serving immigrant victims of crime, helping them to achieve stability and security by remedying their immigration status. She also conducts “Know Your Rights” training and other education work on issues affecting immigrants, for other legal and social service providers and for the community directly. She has nearly six years of experience practicing humanitarian and family-based immigration law, five of those years in the public service/non-profit fields. Kimberly is bilingual in Spanish. She has a deep compassion for the immigrant community and a heart for the unique struggles they face.
You might not expect a private wealth manager to provide a platform for community outreach to stem gun violence, but that’s just what our Chicago office did. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2018 AllianceBernstein L.P.
Brought to you by ubackforgood.com. Today we catch up with Ric Estrada, CEO of Metropolitan Family Services – an organization that has empowered families to learn, to earn, to heal and to thrive since 1857. MFS works with 72,000 families across the Chicagoland region providing financial aid, counseling, workforce, education and legal services. Ric has nearly three decades of leadership experience in human services, philanthropy and government – including appointments to the University of Illinois Board of Trustees, the Chicago Council on Global Affairs Selection Committee for the Emerging Leaders Program, and Board of Directors at the Woods Fund of Chicago. In this episode, we learn about: MFS’ programs and growth, along with increased services to Latino families across Chicagoland; opportunities to support the emotional wellness of working families; the importance of facilitating leadership, as well as continuing to innovate and build; and Ric shares insight on the great possibility that exists in Chicago and ways to get engaged in creating opportunity for families across the city.
If you experience any technical difficulties with this video or would like to make an accessibility-related request, please send a message to digicomm@uchicago.edu. SSA faculty and staff discuss the impact that Ricardo Estrada, AM '93 makes on the city of Chicago as the president and CEO of the human services agency Metropolitan Family Services, which serves more than 53,000 people annually in and around Chicago with programs that range from job training to mental health services. Estrada received the Social Impact Award for 2014 from the UChicago School of Social Service Administration during the “A Night for Stars” gala on October 25, 2014.
If you experience any technical difficulties with this video or would like to make an accessibility-related request, please send a message to digicomm@uchicago.edu. SSA faculty and staff discuss the impact that Ricardo Estrada, AM '93 makes on the city of Chicago as the president and CEO of the human services agency Metropolitan Family Services, which serves more than 53,000 people annually in and around Chicago with programs that range from job training to mental health services. Estrada received the Social Impact Award for 2014 from the UChicago School of Social Service Administration during the “A Night for Stars” gala on October 25, 2014.