Agenda

8:00 - 8:30 am: Registration and Networking
8:30 - 11:00 am: Workshop
11:00 - 11:30 am: Networking

Have you thought about building an advisory board but don’t know where to begin?  Do you have questions about the role an advisory board should play in your business?  Are you wondering how to compensate board members?    If so, then join us for this educational, discussion-based workshop about how to choose, build and manage a strong advisory board as a key success factor in your business.

Topics to be covered will include:

• Benefits and drawbacks to having an advisory board
• Arriving at and communicating the board’s mission
• Identifying skills needed on your advisory board
• Execution of advisory board meetings

This workshop will be led by Rick Fumo, CEO of Round Table Group Advisory Board Services LLC, who has extensive experience providing strategic direction and operational oversight to small businesses.

Rick Fumo

Rick has more than 35 years of experience as a practitioner and member of management in accounting and consulting firms. He specializes in consulting with owners of private companies on business strategy, growth and ownership issues. As the CEO of Round Table Group Advisory Board Services LLC, Rick provides strategic direction and oversight of the company’s operations. Prior to cofounding this organization, Rick served as President and CEO of Parson Consulting, an international financial management consultancy.  For most of his career, Rick was a partner and practicing CPA at Arthur Andersen, where he focused on working with high-growth businesses, both family-owned and venture-backed, on issues ranging from strategy and operational excellence to financing growth and reporting results internally and externally. In this capacity he regularly interfaced with clients’ boards of directors. Currently, Rick is Chairman of the Board of Mercy Housing Lakefront, a Chicago based provider of supportive housing for the homeless. He is a past board member of the School of the Art Institute of Chicago, Milwaukee Art Museum, Contemporary Arts Council of Chicago, British American Business Council of Chicago, National Small Business United, Life Directions Chicago, and The Milwaukee Urban League. Rick is a graduate of Marquette University.