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COMPLIANCE & LEGAL ISSUES SEMINAR

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CHICAGO, IL | JULY 13-14, 2023

Seminar Details for Attendees

Thank you once again for registering to attend the USFN Compliance & Legal Issues Seminar! We look forward to welcoming you at the Westin Chicago River North in Chicago, July 13-14. USFN is excited to bring you this seminar where you will come away with the relevant information, insight, and connections needed to succeed in today’s ever-changing environment. Each section below contains important information instrumental to your success as you prepare to engage with thought leaders, colleagues, and friends — be sure to read through it all! If you have any questions or need assistance prior to arriving, please contact the USFN Events Team by email, by calling the USFN office at 817-770-0818, or by sending us a text message to 833-322-8111.

See you soon! 
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Quick Links

CONFERENCE SCHEDULE
SPEAKER BIOS
WESTIN HOUSEKEEPING PROGRAM
CLE INFORMATION
USFN EVENT POLICIES
VOLUNTEER OPPORTUNITIES

Tips to Get the Most out of the Compliance & Legal Issues Seminar

1. Download the Mobile App
Delete the Old, Download the New – Here’s how:
  1. If you already downloaded the new app at USFNdustry Forum, simply login to the same app and skip to Step 4 below.
  2. Search the App Store or Google Play for USFN
  3. Download the app to your device
  4. Open the app; click "Allow" if you see a prompt asking to send you notifications
  5. Click Sign In (the first tile) 
  6. Enter your username (i.e., the work email address you registered with)​ ​
  7. Enter the passcode: chicago2023
  8. Review/update your attendee profile by choosing the My Profile tile​​
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​Note that access to the mobile app will only be available for two (2) weeks after the event concludes.
2. Make Your Learning Plan
Setting your goals and priorities in advance is the key to making the most out of your experience at the meeting. Download the mobile app to your phone (link for iOS | link for Android) or access the mobile app contents on a web browser. Once logged in, you can create your personal agenda before the conference, enable app notifications, and access session materials onsite. The schedule is also available on our website. ​
3. Check In Before the Conference
Come see us at Registration on River Level One of the hotel (go down from Lobby Level) to pick up your name badge (which we’ll ask that you wear to all events) or to ask us a question! Onsite registration hours are as follows:
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Thursday, July 13 7:00 AM - 5:00 PM
Friday, July 14 7:00 AM - 4:00 PM
4. Save the Wifi Password
WiFi is available in our meeting space. Follow the access instructions below: 
  • Make sure the WiFi accessibility is turned on for your device.
  • Choose to connect to the network named: WESTINCHICAGO-MEETING
  • Enter the password: USFN
5. Volunteer Your Time
Giving a little time to support the event helps ensure a successful seminar and puts you in front of as many new people as possible. Bonus? Volunteering also helps with Award of Excellence points! Sign up for one of our available slots using our online sign-up form.

Westin Housekeeping Program

The Westin River North and USFN have agreed to a housekeeping opt-out program, which benefits our environment by saving water, reducing energy use, and conserving natural gas. For you, this means that your guestroom will NOT​ be serviced daily over your stay. However, if you would like daily housekeeping, you can OPT-IN during hotel check-in. Simply notify the front desk that you DO want daily housekeeping.

All overnight guests that maintain “opt-out” status will be provided an additional 500 Marriott Bonvoy bonus points per day for each night of your stay (after departure; can take up to two weeks to load into account). If you do not currently have a Marriott Bonvoy account, we encourage you to sign up for one prior to your arrival. Register for a Marriott Bonvoy account. Download the Marriott Bonvoy app.

Travel Information

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Chicago Weather
Average temperatures in Chicago, IL in mid-July are mid-70's to low 80's during the day and upper 60's overnight.​
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​Time Zone
The time zone in Chicago is Central Time (CT). All event times are listed in CT.
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​What to Pack
Business casual attire is appropriate for most of this event. Session rooms are air conditioned, so a light sweater or jacket may be needed. Your favorite casual attire will be perfect for Thursday night's event at Chicago's House of Blues.
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 Transportation
A variety of transportation options are available from the O'Hare International Airport (ORD) and the Midway International Airport (MDW) to the Westin Chicago River North hotel (approximately 30 minutes from either airport). To coordinate your ground transportation, please visit the respective airport's travel pages linked above for more information. Visit the Hotel + Travel page for additional information.
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Hotel Check In
Hotel check in is available beginning at 4 PM with check-out at 12 PM. See Hotel Housekeeping Program details highlighted at left.​
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Parking Information
On-site valet parking is available for $79 (nightly rate) with in/out privileges. Self-parking is available at The Greenway Garage located at 58 W. Kinzie, Chicago, IL 60654 for $60 (nightly rate) without in/out privileges.​
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Things to Do
Arriving early or staying late and looking for something to do? Discover things to do in the Chicago area.


Detailed Conference Information

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How to Engage with Content Leaders
Questions: Our learning sessions are most beneficial to you and your colleagues when you ask questions. Whether you leverage the mobile app or simply raise your hand, please speak up when something is unclear or nuanced.

Session Chatroom: Use this app feature to ask questions for specific sessions. Within each session or function, click into the item to see more details; under the five-star rating, you'll see "Info", "My Notes", "Who's Going" and "Chatroom" - these chatrooms are specific to each session. Feel free to drop questions ahead of time into the sessions and presenters will see them. 
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Evaluations: At the conclusion of each learning session, please locate the session within the USFN mobile app. After tapping on the session name, a page will appear with the session details and five (5) stars at the top. Use our simple 5-star rating (1=low quality, 5=high quality) to share instant feedback about the session. Tap on the stars to turn them gray - this submits your session evaluation to us and helps us make improvements for next time and share kudos with our presenters. A complete event evaluation will be sent via email AFTER Compliance & Legal Issues Seminar concludes. Speakers can also be rated from one (1) to five (5) stars.

A special THANK YOU to our presenters for their time, energy and expertise!
You can learn more about our presenters on our Speakers page.


Education Sessions
We hope you're ready for a remarkable learning experience with USFN in Chicago. Here's just a glimpse at what we have in store for you:
  • 3 Keynote Sessions
  • 6 Panel Presentations
  • 2 Roundtables

Detailed descriptions of all sessions can be found in the Full Schedule. Additionally, we are pleased to feature more than 30 thought leaders representing a wide range of knowledge who will be leading engaging discussions and providing key updates (meet your speakers and session facilitators here.)
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Networking Events
We consistently hear from you that networking is an important element of USFN events. Be sure to take full advantage of the following networking opportunities in Chicago:

See who’s coming: Attendees can access the list of who's coming to Compliance & Legal Issues Seminar in the mobile app under the "Attendees" tile. Locate someone on the list you want to connect with, click their name, then the "Actions" button in the upper right to Send Connection Request or Add To Favorites. 

House of Blues Networking Reception & Dinner (Thursday, 6:00 PM): Join us Thursday evening, July 13 for a special off-site dinner at the House of Blues, Chicago’s premier restaurant and concert venue. Enjoy cocktails, dinner, and entertainment in this unique setting which combines the grandeur of a European Opera House with a down-home juke joint. Spend time getting to know other attendees in a casual setting just minutes from the Westin Chicago River North. This event is included with both one- and two-day seminar registrations. Still hoping to add a guest registration? Email [email protected] or stop by the USFN Registration Desk.

Networking breaks: Throughout the conference we’ve scheduled a number of short networking breaks. Check email or voicemail, grab something to drink or tag up with other seminar attendees while enjoying the down time. 

Volunteer opportunities: Your time and energy is appreciated, and we would love to have help gathering attendees before sessions begin with our musical chimes, as well as moving microphones throughout the audience in our sessions. Hours count towards the Award of Excellence! Sign up for one of our available slots using our online sign-up form.

​Downtown Chicago Morning Walk/Run (Friday, July 14, 6:00 AM): Get ready to kickstart your day with an invigorating walk or run through downtown Chicago! Starting from the lobby of The Westin Chicago River North, you’ll have the option to run or walk with fellow conference attendees along an approximately 3-mile scenic route that will take you on a journey past some of Chicago’s most famous landmarks, architecture, and culture. Whether you’re an avid runner or prefer a leisurely walk, this promises to be a memorable experience for all fitness levels. So, lace up your sneakers, enjoy the fresh morning air, and join us for a delightful workout through the heart of Chicago.
Refuel with USFN
As part of your USFN Compliance & Legal Issues Seminar registration we’ve included the following meals (all meals will be in the Riverfront Room except for the offsite dinner, which will be held at the House of Blues, Thursday, July 13):
DATE
TIME
EVENT
LOCATION
Thursday, July 13
8:00 AM
Networking Breakfast Buffet
Riverfront Room
Thursday, July 13
11:45 AM
Networking Lunch Buffet
Riverfront Room
Thursday, July 13
6:00 PM
House of Blues Networking Reception & Dinner
Chicago House of Blues
Friday, July 14
7:30 AM
Networking Breakfast Buffet
Riverfront Room
Friday, July 14
11:55 AM
Networking Lunch Buffet
Riverfront Room

Kudos to the Education Committee & Legal Issues Section

The USFN Education Committee and Legal Issues Section partnered together to pull this event together, and we appreciate their dedication to creating high quality content for this year's expanded Compliance & Legal Issues Seminar! Special thanks to each of them:
Education Committee
Doug Oliver, Committee Chair
Christianna Kersey, Vice Chair
Roy Diaz, Board Liaison
Members
Carrie Ward
Ben Paden
Diane Rosenberg
John Kay
Graham Arceneaux
Heather Fuller
Judy Newberry
Debbie Foster​

​​Tina Crivello
Rachel Ljunggren
Lance E. Olsen
Colleen Kumar
Nicole FitzGerald
Hilton T. “Hutch” Hutchens, Jr
Renee O'Donnell
Eddie Jimenez
Ex Officio Members
Phyllis Ulrich
Michael Feiwell
Dianna O'Donnell

Jeremy Wilkins
Brett Beehler
​Lisa Lee


Staff Liaison
Aaron Wolowiec
Legal Issues Section
Michael Feiwell, Section Chair
Jeanette O'Donnell, Vice Chair
Andy Saag, Board Liaison
Members
Aaron Schuckman
Andrew HIggins
Daniel Cox
Eva Massismino
James Pocklington
Jennifer Shen
Michael Wiery
Mike McKeefery
​
​Paul Weingarden


Reggie Corley
Robert Michael
Robert Rappe
Sara Tussey
Seth Harris
Zachary Kondo


Staff Liaison
Tracy Vecchio
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    • CASE Files >
      • SERIES 1: TITLE SCHEDULE
      • SERIES 2: ADMINISTRATIVE & PROCEDURAL ISSUES
      • SERIES 3: POST-SALE
      • SERIES 4: OPERATIONS
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  • IN-PERSON
    • COMPLIANCE & LEGAL ISSUES
    • FORUM
    • REGIONAL BOOT CAMP
  • SIGNATURE
  • SPEAKERS
  • NextGen