Board of Directors

Feel free to contact any member of our Board for further information about CLII:

  • Theresa Beran Kulat, JD – President
  • Rita Ghose, JD – President-Elect
  • Jessica Malmquist, JD – Treasurer, Northwest/Barrington Practice Group Board Representative
  • Eva Matela, JD – Secretary
  • Patrick Markey, JD – Vice President (Attorney)
  • Bill Keffer, CFP, CDFA – Vice President (Financial Specialist)
  • Ron Rosenthal, Ph.D. – Vice President (Mental Health Specialist)
  • Patrick Kalscheur,JD – Loop Practice Group Board Representative
  • Open – North Shore Practice Group Board Representative
  • Nancy Bell, CFP, CDFA – West Suburban Practice Group Board Representative
  • Open – Lake County Practice Group Board Representative
  • Open – Rolling Meadows Practice Group Board Representative
  • Jeff Kostis, CFP, CDFA, CPA/PFS – Past President

2016-2017 Board of Directors Meeting Locations

  • July 19, 2016 – Patrick Kalscheur’s Office (Chicago)
  • August 25, 2016 – Board of Directors Retreat (Oak Brook)
  • September 20, 2016 – Steve Rakowski’s Office (Northbrook)
  • October 18, 2016 – Eva Kogut’s Office (Chicago)
  • November 15, 2016 – Nancy Bell’s Office (Downers Grove)
  • December 2016 – No Meeting
  • January 17, 2017- Steve Rakowski’s Office (Northbrook)
  • February 21, 2017 – Strategic Planning Meeting (Location To Be Determined)
  • April 18, 2017 – Patrick Kalscheur’s Office (Chicago)
  • May 16, 2017 – Nancy Bell’s Office (Downers Grove)
  • June 20, 2017 – General Meeting. Location To Be Determined

Related organizations Many of our members also belong to:

Find out more about the benefits of CLII membership when you read about joining us, download our brochure (brochure.pdf) or visit us at our next event.

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