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Trusted Advisors Council

Deerfield Chapter
clark@tractionprocess.com
847-680-6550
Oakbrook Chapter
mike@stewardadvisors.com
630-537-0108 
 Northwest Chapter
dkarnatz@portebrown.com
847-866-6800 

O’Hare Chapter

Joseph.Gurreri@Insperity.com
847-233-3702

 

 Northbrook Chapter

lorena@lmbassociates.com
847-831-5990 

 Fox Valley Chapter

Kenstevens@b2bcfo.com
312-520-2599

 
Downtown Chicago Chapter
bweinthal@taftlaw.com

312-836-4074

 


HomeMember Criteria



Selective Membership

Membership in Trusted Advisers Council is limited to Senior level professionals and their executive staff who apply a consultative approach and serve small to mid-size business owners.


Members are highly respected professionals who demonstrate high-character in their everyday lives and how they serve their clients.  Each person carries a humble servant mentality and like-mindedness giving mentality with fellow members.

Professions include the following categories:

  • Accounting
  • Legal
  • Banking and Finance
  • Financial services
  • Insurance
  • Real estate
  • Investment management
  • Human resources
  • Marketing
  • Consulting

Exclusivity


Each professional discipline within a local group is exclusive to protect each member and to avoid duplication and confusion of where to refer member opportunities.  Consequently, a member is only allowed to represent one seat discipline within a professional matrix category.

Vetting Process


Member prospects are . . . Introduced to a Chapter by an existing member in good standing . . . attends two meetings interacting with Members . . . and, attends two TRIADs with a Group Leader and fellow-Member present at each Triad.  Among the considerations for Membership are the right personality and mentality.  Character counts.  In addition, Members possess significant networks to share.


Decision to approve a new member is made between the Chapter Leader and at least two Members.  The Chapter Leader has final say on all new members. 


Dues

The Group Leaders developed a dues policy to achieve two goals; 1) cover our costs 2) make it simple to implement.  Here is that policy:

  • Dues are assessed for the calendar year, January - December
  • Dues will be established in October for the next calendar year based on a projected annual budget
  • Members will be invoiced November/December and dues must be paid in January
  • New Members who join during the year through August will pay the full annual dues
  • New Members who join in September or October will pay a prorated amount
  • New Members who join in November or December will pay the next year new annual dues and receive a bonus of one or two months.

 

2019 Dues Schedule:

  • Annual Dues - $290
  • September – October Prorated Dues - $100





KNOW • LIKE • TRUST • REFER


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