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Welcome to the FEI NEW Strategic Partner Portal
Following are industry related news, updates and helpful information from our strategic partners

  • Wednesday, January 10, 2018 2:22 PM | Anonymous



    Schenck announces Daniel Young as new president

    Schenck SC, a full-service regional accounting and consulting firm, is pleased to announce that Daniel Young, CPA, CVA, has been named to succeed Greg Barber, CPA, as president. Young, an experienced leader in the public accounting industry, assumed the role January 1, 2018, and will work closely with Barber transitioning over the coming months.

    Before being named president, Young had been the managing shareholder of Schenck’s Green Bay office since 2008 and held leadership roles on a number of the firm’s key executive committees. He served four three-year terms on the firm’s board of directors and in 2015 was named board vice chair. In 2013, Young was named the firm’s director of industry teams.

    Read news release→


  • Friday, January 05, 2018 11:09 AM | Anonymous


    Please Join Us for a Breakfast Briefing with the Oshkosh Chamber of Commerce


    Implementing Effective Employee Benefit Programs

    With all of the news on legal changes and employee benefit plans – what is your state of compliance? Bob Simandl and Beth Ward of von Briesen & Roper, s.c. will address some of the more common questions from employers including:

    • Where are we on ACA compliance obligations in light of the "repeal and replace" efforts in Congress?
    • What are the limitations applicable to the Company Wellness Plan? And what are my planning options?
    • Do the "fiduciary rules" apply to my benefit plans and what do I need to do to minimize legal exposure?
    • What are the rules on the operation of Cafeteria Plans and when can changes in elections be made by participating employees?

    Come with your questions to this Chamber Event.

    Moderated by: Jon Eiden

    Presented by: Bob Simandl and Beth Ward

    Location:
    von Briesen & Roper, 2905 Universal Street, Suite 2, Oshkosh

    When:
    Thursday, January 18, 2018
    7:30-8:00 - registration, networking and continental breakfast
    8:00-9:00 - breakfast briefing program


    Click here to register on the von Briesen & Roper, s.c. website.


  • Tuesday, January 02, 2018 12:29 PM | Anonymous


    For more information contact:
    Randall D. Crocker
    (414) 287-1238
    rcrocker@vonbriesen.com

    FOR IMMEDIATE RELEASE – January 2, 2018

    von BRIESEN & ROPER, s.c. EXPANDS AGAIN AND ADDS THE PROFESSIONALS FROM PETERSON, JOHNSON & MURRAY, S.C. AND LEVINE & BAZELON, S.C.

    Randall D. Crocker, President and CEO of von Briesen & Roper, s.c., announced today that 22 lawyers and all of the staff formerly of the law firm Peterson, Johnson & Murray, S.C., and 3 lawyers and the staff formerly of the law firm Levine & Bazelon, S.C. have joined von Briesen & Roper, s.c.

    Today von Briesen employs 192 attorneys in 11 offices in 3 states with new office locations in: Manitowoc, Wisconsin; Chicago, Illinois; and, New York, New York.  von Briesen has grown significantly in the preceding two years, expanding its Milwaukee and Madison offices and opening new offices in Waukesha County and the Fox Valley-Green Bay. 

    Click here to read the entire press release.


  • Thursday, December 07, 2017 12:39 PM | Anonymous

    Please Join us for the following Breakfast Briefing with the Oshkosh Chamber of Commerce

    Sexual Harassment Training & Update

    The Chamber and von Briesen & Roper, s.c. have added an extra Breakfast Briefing training session due to the extensive focus occurring nationally on sexual harassment in the workplace. This added Briefing will assist employers with preventing sexual harassment and dealing with claims should they arise. Is your company prepared should such a situation occur? This one hour briefing will make sure that you are.

    Presented by: Jim Macy and Doris Brosnan

    Location:
    von Briesen & Roper, 2905 Universal Street, Suite 2, Oshkosh


    When:
    Tuesday, December 19, 2017
    7:30-8:00 - registration, networking and continental breakfast
    8:00-9:00 - breakfast briefing program


    Click here to register on the von Briesen & Roper, s.c. website.


  • Monday, November 27, 2017 9:53 AM | Anonymous


    Breakfast Briefing with the Oshkosh Chamber of Commerce

    Legislative Updates and Changes from the Trump Administration

    For over 20 years the Chamber has provided this popular and well-received program that walks through the new state and federal employment laws and provides insight on what is pending and anticipated for the upcoming year. State Assembly Minority Leader Gordon Hintz will be joining the program with invitations out to several other state and federal elected officials who may be joining as well. Attendance is limited so consider registering early for this program.

    Presented by: Jim Macy, Andy Phillips and Ryan Heiden

    Location:
    von Briesen & Roper, 2905 Universal Street, Suite 2, Oshkosh

    When:
    Thursday, December 14, 2017
    7:30-8:00 - registration, networking and continental breakfast
    8:00-9:00 - breakfast briefing program

    Click here to register on the von Briesen & Roper, s.c. website.

    von Briesen & Roper, s.c., 411 East Wisconsin Avenue, Suite 1000, Milwaukee, WI 53202


  • Monday, October 09, 2017 11:02 AM | Anonymous

    Schenck is hosting a two-day leadership training and management course in partnership with FranklinCovey, “Leading at the Speed of Trust™.” Participants will learn how leveraging trust as a competency dramatically lowers costs and increases profits and influence. This highly interactive work session helps leaders increase their personal credibility, apply specific behaviors that increase trust, and learn to engage and inspire their people. In addition, the workshop provides ample opportunity to collaborate in a discussion with other leaders sharing different perspectives and solutions to common organizational trust issues.

    Presenter
    Lisa Horn, Senior Manager – Operations Consulting, Schenck, and FranklinCovey Certified Instructor

    Event details
    Tuesday, Oct. 31 and Wednesday, Nov. 1 | Milwaukee
    Location: Schenck’s Milwaukee office, 11414 W. Park Place, Suite 200, Milwaukee
    Time: 7:30 a.m. to 3:30 p.m. both days | Please register by Oct. 13
    Learn more and register →


    Tuesday, Nov. 7 and Wednesday, Nov. 8  | Appleton
    Location: Schenck’s Appleton office, 200 E. Washington Street, Appleton
    Time: 8 a.m. to 4 p.m. both days | Please register by Oct. 20

    Learn more and register →
  • Monday, October 09, 2017 9:22 AM | Anonymous

    Breakfast Briefing with the Oshkosh Chamber of Commerce

    Effective and Appropriate Use of Volunteers, Exempt Status and other FLSA Updates

    A misapplication of the wage and hour laws can create huge liability for Employers. The Department of Labor has identified the use of such categories as interns and volunteers as a target area for enforcement. This presentation will provide practical advice for avoiding liability and update Employers on other current issues regarding the wage and hour laws.

    Presented by: Jim Macy and Jonathan Eiden

    Location:
    von Briesen & Roper, 2905 Universal Street, Suite 2, Oshkosh

    When:
    Thursday, October 19, 2017
    7:30-8:00 - registration, networking and continental breakfast
    8:00-9:00 - breakfast briefing program

    Click here to register on the von Briesen & Roper, s.c. website.


  • Monday, September 18, 2017 11:11 AM | Anonymous
    "The Art of the Steal" Fraud Seminar with Frank Abagnale

    Agenda:

      8:00 a.m.  Registration & Hot Breakfast
      8:45 a.m.  Art of the Steal Fraud Seminar
    11:00 a.m.  Seminar Concludes

    When:

    Wednesday, October 11, 2017
    8:00 AM - 11:00 AM
    Central Time

    Where:

    Hyatt Regency
    333 Main Street
    Green Bay, WI 54301
    Get Driving DirectionsGet Driving Directions

    Questions: Contact Event-Based Marketing
    Please RSVP by October 4
    cvent-yes    cvent-no 

    Already Registered?
  • Friday, September 15, 2017 12:14 PM | Anonymous



    Join us at our third annual M&A Forum: Riding the Wave of a Robust M&A Market


    With a strong economic market and evidence we’re poised for a robust year of M&A transactions, is the time right to consider your options? Many business owners have relished the sea of opportunities over the past years, but when can we expect a downturn?

    Join Taureau Group, formerly Schenck M&A Solutions, for a closer look to gain valuable insight into trends, understand market drivers, and identify what to look for in a quality opportunity.

    Presenters


    Event details
    Thursday, October 5 | Green Bay
    Location: Lambeau Field Atrium Legends Club Room, 1265 Lombardi Ave, Green Bay
    Time: 2:30 – 5 p.m. | Registration begins at 2 p.m. | Reception to follow

    Join us afterward for a reception celebrating our official launch as Taureau Group, LLC, an innovative and full-service boutique investment banking practice. Refreshments and hors d’oeuvres will be served. There is no cost to attend.

    Learn more and register →


  • Wednesday, September 13, 2017 1:33 PM | Anonymous



    NEWS RELEASE

    For Immediate Release
    September 13, 2017

    Contact: 
    Greg Barber, CPA
    President/CEO, Schenck SC
    414-465-5531
    greg.barber@schencksc.com

    Ann Hanna, MBA, CPA
    Managing Director, Taureau Group
    414-465-5537
    ah@taureaugroup.com

    Schenck M&A Solutions announces change to Taureau Group

    WISCONSIN –Schenck SC along with the managing directors of Schenck M&A Solutions are proud to announce an innovative new entity concept which entails a new ownership structure and name change. The newly formed entity is called Taureau Group LLC, and is structured as an independently owned corporation owned by Schenck SC, Ann Hanna and Corey Vanderpoel. Hanna and Vanderpoel are both managing directors of Taureau Group and former managing directors of Schenck M&A Solutions.

    Under its new structure, name and brand identity, Taureau Group will continue to provide full-service merger and acquisition services to guide privately held, middle-market companies through a complete transaction process. Since 2015, the team has completed 24 transactions for approximately $500 million in aggregate transaction value.

    “Taureau Group was formed as a full-service boutique investment banking practice, able to leverage the strength, discipline and resources of Schenck SC, a major consulting and CPA firm, to provide clients a broader service offering and tax expertise,” said Ann Hanna, chief managing director of Taureau Group. “It also provides additional professional growth opportunities for our team members as well as Schenck’s.”

    Under the new ownership structure, the same team will continue providing M&A advisory services from their location within the Schenck office, 11414 West Park Place, Suite 200, in Milwaukee.

    “Under the leadership of Ann Hanna and Corey Vanderpoel, our M&A practice has excelled to assist owners connect with the best aligned buyers or sellers of businesses and oversee the execution of entire complex transactions,” said Greg Barber, CPA, president/CEO of Schenck. “We look forward to continuing to support Ann, Corey and their team as they continue to build this very special practice under Taureau Group.”

    “Our investment banking professionals are driven by a sincere desire to see our clients succeed,” said Corey Vanderpoel, managing director of Taureau Group. “The new entity provides opportunities to better service our markets and clients, and we expect the transition to be seamless.”

    Through its continued affiliation with Schenck, Taureau Group will leverage the tax planning, transaction and strategy support resources of Schenck SC.

    For further details of Taureau Group, please visit its new website at www.taureaugroup.com.

    About Taureau Group, LLC

    Taureau Group is a full-service boutique investment banking practice that takes privately held, middle-market companies through a complete buy- or sell-side sales process. With a dedicated group of investment banking professionals providing M&A advisory services for business sales and divestitures, acquisitions, management buyouts and recapitalizations, Taureau Group approaches transactions with creativity, a strong sense of urgency and the negotiation skills and expertise critical to complete transactions in the best interests of its clients. Taureau Group’s team has successfully completed hundreds of financial advisory engagements in virtually every industry worth billions of dollars of aggregate transaction value. In addition to a combined 50+ years of investment banking experience, Taureau Group leverages the tax planning and strategy support resources of a large advisory and accounting firm through its affiliation with Schenck SC. For more information, visit taureaugroup.com.

    About Schenck SC

    Schenck is a full-service regional accounting and consulting firm. The firm has more than 600 team members who serve clients from eight locations in Wisconsin. As one of the larger CPA firms in the United States, Schenck provides a full range of services including accounting and assurance, tax, business consulting, human resources consulting, information technology, retirement planning, wealth advisory and payroll solutions for businesses, government and not-for-profit organizations and individuals.