0001623387-24-000028.txt : 20240118 0001623387-24-000028.hdr.sgml : 20240118 20240118131840 ACCESSION NUMBER: 0001623387-24-000028 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: WAREHAM,THERESE,LYNN, FILED AS OF DATE: 20240118 DATE AS OF CHANGE: 20240118 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kaufman, Hall & Associates, LLC CENTRAL INDEX KEY: 0001623387 ORGANIZATION NAME: IRS NUMBER: 472564584 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-04318 FILM NUMBER: 24541036 BUSINESS ADDRESS: STREET 1: 200 SOUTH WACKER DRIVE STREET 2: SUITE 2800 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 847-441-8780 MAIL ADDRESS: STREET 1: 200 SOUTH WACKER DRIVE STREET 2: SUITE 2800 CITY: CHICAGO STATE: IL ZIP: 60606 FORMER COMPANY: FORMER CONFORMED NAME: Kaufman, Hall & Associates, Inc. DATE OF NAME CHANGE: 20141024 MA-I/A 1 primary_doc.xml MA-I/A 0001623387 XXXXXXXX Ken McManus 9736189508 kenmcmanus@alternativereg.com RTurner@kaufmanhall.com PBrown@kaufmanhall.com N 0001623387-23-000068 N Therese Lynn Wareham N 1 0001623387 Kaufman, Hall & Associates, LLC 02-25-1985 N 867-01238 LOCATED 02-25-1985 5215 OLD ORCHARD ROAD 8th Floor SKOKIE IL 60077 SUPERVISED 02-25-1985 433 W. VAN BUREN STREET SUITE 330 CHICAGO IL 60607 02-1985 Kaufman Hall & Associates, LLC CHICAGO IL 60607 Y Y Managing Director, Senior Executive Y 08-2018 Solis Mammography 15601 Dallas Parkway Suite 500 Addison TX 75001 N N Healthcare services Board Member 7 Board membership duties 04-2009 Sunset Ridge School District 29 Foundation 300 N Lasalle Street No 4000 Chicago IL 60654 N N Charitable Organization Board Member 5 Act as Board member as required 05-2011 Wareham Revocable Trust 2330 Burr Oak Road Northfield IL 60093 N N Personal trust set up for my estate-planning purposes Trustee 1 Investing funds on hand 06-2011 Wareham Family Trust 2330 Burr Oak Road Northfield IL 60093 N N Family trust set up for estate-planning purposes for three children Trustee 1 Distributing proceeds and investing funds on hand 09-2023 Evidence-Based Cybersecurity Research Group at the Andrew Young School of Policy Studies at Georgia State University 55 PARK PLACE NE Suite 441 Atlanta GA 30303 N N Seeks to provide empirical research and evidence regarding behavior of existing policies to prevent cyber crimes. member of the advisory board 2 External advisor N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 01-18-2024 Kimberly McManus President, Alternative Regulatory Solutions, LLC