Welcome to the FEI NEW Strategic Partner PortalFollowing are industry related news, updates and helpful information from our strategic partners
Breakfast Briefing with the Oshkosh Chamber of Commerce
Effective Evaluations, Discipline and Severance
"So Just What Do I Have to Do to Get Fired From This Job?"
Disciplining and terminating employees is often not on the list of what you signed up for as a supervisor. The Chamber brings back this very popular workshop to help your company work through these situations legally, fairly and with dignity for all involved. The workshop is scheduled for 90 minutes, attendance is limited so consider registering early for this program.
Presented by: Jim Macy, Jonathan Eiden and Bill Bracken*
*Although not an attorney, Bill holds an M.S. in Industrial Relations.
von Briesen & Roper, 2905 Universal Street, Suite 2, Oshkosh
Thursday, February 16, 2017
7:30-8:00 - registration, networking and continental breakfast
8:00-9:30 - breakfast briefing workshop
Click here to register on the von Briesen & Roper, s.c. website.
For Immediate Release
January 4, 2017
Diane Roundy, Director – Growth and Business Development
WISCONSIN – Schenck is proud to announce their affiliation with The Leading Edge Alliance, a global network of independent member accounting firms focused on accounting, financial, tax and business advisory services, with expertise across a wide range of industries.
Founded in 1999, LEA Global is the second largest international association in the world, creating a high-quality alliance of 220 firms. LEA Global firms operate from 618 offices in more than 100 countries, giving clients of LEA Global firms access to the knowledge, skills and experience of approximately 2,300 partners and 23,000 staff members. LEA Global firms go through a rigorous screening process before being accepted as members.
“As our firm has grown, we found ourselves needing a more robust group of like-kind firms with which to share expertise and support,” said Greg Barber, CPA, president/CEO. “With our transition to LEA Global, we have an extensive network of professionals and resources to draw upon to support our client needs throughout the United States and beyond.”
To learn more about LEA Global, visit LEAglobal.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, merger and acquisition, retirement planning, wealth advisory and payroll solutions for businesses, government and not-for-profit organizations, and individuals.
The complex requirements surrounding Affordable Care Act reporting are often confusing. Schenck’s highly trained professionals can help you understand your requirements, saving you time, money and stress. Our Form 1095 preparation services take the headache out of your ACA reporting and e-filing, and starting the process is simple. Read more.
Impactful Tax Planning and Savings Strategies for Manufacturers
Monday, November 14, 2016
12:00 p.m. - 1:00 p.m. (CST)
Would you like to maximize tax savings and improve cash flow?
The proper application of tax strategies can help manufacturers maximize tax savings, potentially improving cash flow that can be applied to help realize long-term, successful growth with a competitive edge.
At Wipfli, we value the role that manufacturers play in helping to drive innovation, employment, and economic growth. We invite you to join this webinar designed to help you continue to do just that. Manufacturing tax experts Jeff Fritz and Samantha Wimmer will share strategies and corporate tax planning opportunities that can have an immediate and meaningful impact on your organization.
You will gain valuable insights into:
Who should attend?
This webinar is intended for business owners, CFOs, CEOs, controllers, and accounting professionals looking to minimize tax exposure and reduce tax liability.
Jeff Fritz, CPA, JD, Partner
Samantha Wimmer, CPA, Partner
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October 11, 2016
Lisa Hagenow, Business Communications Writer
WISCONSIN – Schenck is pleased to announce the following team members have recently been promoted:
Becky Lund, CPA to Senior ManagerEric Aronson, CPA to Senior ManagerMichael Zuleger, CPA to Senior ManagerChad Janke, CPA to SupervisorCollin Hayes, CPA to SupervisorDavid Fochs, CPA to SupervisorJason Londo, CPA to SupervisorJonathon Brandt, CPA to SupervisorJustin Schmitt, CPA to SupervisorKatherine Fisher, CPA to SupervisorLaura Vargosko, CPA to SupervisorNicholas Ebert, CPA to SupervisorNathaniel Logan, CPA to SupervisorChad Durkee to Senior AccountantMichael Ball, CPA to Senior AccountantRyan Albrecht to Senior AccountantStefanie Schuh, CPA to Senior AccountantZachary Oszman, CPA to Senior AccountantDawn Scannell to AccountantMona Behlke to Senior Associate AccountantMary Bowden to Senior Financial Engagement Production SpecialistRichard Arneson to Investment Operations SpecialistKarie Matthias to Senior Marketing SpecialistDamian Sleger to Lead Systems EngineerDustin Dahm to Lead Service Desk AnalystHerbert Zingsheim to Security Analyst
Click here to read the entire news release.
Schenck is a full-service regional accounting and consulting firm. The firm has more than 550 team members who serve clients through eight locations in Wisconsin. As one of the largest CPA firms in the United States, Schenck provides a full range of services including accounting and audit, tax, business consulting, human resources consulting, information technology, merger and acquisition, retirement planning, investment and payroll solutions for businesses, governments, non-profits and individuals.
Join Wipfli at the 2016 Manufacturing First Expo & Conference
Manufacturers are faced with a variety of opportunities and challenges, many of which will be the focus of discussion at the information-packed Manufacturing First Expo & Conference on October 19 and 20 at the KI Convention Center in Green Bay.
Wipfli is proud to sponsor this unique two-day conference that blends networking and solid content on critical topics for Wisconsin manufacturers.
Day 1 features industry-specific programming tracks related to safety, lean, exporting, talent, and metals/machinery.
Day 2 begins with featured keynote speaker Mark King, president of Adidas, who will discuss The Evolution of Leadership, and includes an exhibit expo with over 180 exhibitors, lunch-and-learn sessions, a networking reception, and more!
Check out the complete agenda.
Wipfli Industry Experts to Address Emerging Business System Technologies Impacting the Shop Floor
Wednesday, October 19 | 3:15 p.m. to 4:30 p.m.
Not registered yet?
Get Wipfli discount code.
Already registered? We look forward to connecting!
Wipfli’s Mark Stevens and Terry Kerscher, with Raj Kirshnan from Microsoft, will provide a hands-on experience, Emerging Business System Technologies and Trends Impacting the Shop Floor, as part of the metals/machinery program track session.
On the shop floor, everything is connected and runs like clockwork…until it doesn’t. One machine breakdown has an enormous impact on production, and it often happens at the very worst time. But what if a shop floor was “intelligent” enough to predict problems and offer solutions that can be implemented before downtime or issues actually occurred? It sounds exciting, but just how does it work, and what does it look like?
Stop By Wipfli Booth #323 and Enter to Win Microsoft Surface Tablet
As we celebrate Manufacturing Month, Wipfli salutes Wisconsin’s manufacturers for the positive impact and vital role you play in our state’s economy. Through eight decades of partnering with manufacturing companies, we understand the hard work and dedication it takes to succeed. Stop by and connect with us to put the power of our industry focus to work for you.
Try your hand at our very own “plinko” game and win a prize!
Not registered but interested in attending?
Click here for our complimentary discount code and register at www.manufacturingfirst.com today!
As a leading business and consulting firm serving the manufacturing industry, today Wipfli helps over 2,800 manufacturers and distributors of all sizes and types achieve excellence by bringing sound solutions, proactive advice, and a partnership commitment to every engagement. With industry experience and insights, we offer solid strategic ideas from a wide range of perspectives including financial success, tax optimization, performance alignment, operational excellence, and work force engagement.
Machine breakdown, and the unplanned downtime it creates, is one of the biggest challenges manufacturers face. But what if a shop floor was "intelligent" enough to predict problems and offer solutions that could be implemented before unscheduled downtime or issues actually occurred? Read More
Click here to read the entire newsletter.
Think the U.S. Department of Labor is only targeting large corporations? Think again.
The DOL's new fiduciary rule, which officially takes effect in April 2017, requires all retirement plan advisors to act in the best interest of the retirement plans and participants they serve, and to disclose all material conflicts of interest and compensation.
Recently, the gavel has come down on employers of all sizes for allowing costly services and high-fee investment options into their plans, proving that no plan sponsor or trustee is exempt from compliance.
You Have a Responsibility.
Do your clients sponsor retirement plans? As fiduciaries, they are obligated to ensure their plans are fully compliant and deliver the greatest value to their employees. Otherwise, they're putting their bottom line, their workforce and the future of their business at risk.
As a trusted advisor, consultant and partner, it is your job to start this conversation with your clients.
It's time to take action.
Help your clients stay out of the legal crossfire with a
complimentary retirement plan analysis.
Have questions? Contact Erika Young, Director of Employer Plan Services.
Hewins Financial Advisors, LLC d/b/a Wipfli Hewins Investment Advisors, LLC ("Hewins") is an investment advisor registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Hewins is a proud affiliate of Wipfli LLP. Information pertaining to Hewins' advisory operations, services, and fees is set forth in Hewins' current Form ADV Part 2A, copies of which are available upon request or at www.adviserinfo.sec.gov. The information contained in any third-party resource cited herein is not owned or controlled by Hewins, and Hewins does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Hewins of the third party or any of its content or use of its content. The standard information provided in this email is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice.
1Tara Siegel Bernard, "M.I.T., N.Y.U. and Yale Are Sued Over Retirement Plan Fees," The New York Times, August 9, 2016.
2Rebecca Moore, "Fiduciaries of Small 401(k) Targeted in Excessive Fee Suit," PlanAdviser.com, May 24, 2016.
3Greg Iacurci, "Columbia University Targeted in $100 Million Lawsuit Over Excessive Retirement Plan Fees," InvestmentNews, August 17, 2016.
4Greg Iacurci, "American Century Employees Sue for Excessive 401(k) Fees," InvestmentNews, July 5, 2016.
5Nevin E. Adams, J.D., "Edward Jones the Latest 401(k) Litigation Target," NAPA Net, August 22, 2016.
While any job shop is interested in improving efficiencies, driving out costs and increasing business, the majority prefer to keep outmoded processes instead of implementing an enterprise resource planning (ERP) system.
Find out why sticking to the status quo could be detrimental to production, planning and ROI in “What’s the Cost of Putting Off an ERP Decision?” our latest eBook, which explores how a cloud-based ERP system helps streamline and optimize processes to save time, money and effort throughout your organization.
Get your free copy now – just complete the form by clicking here!
For Immediate Release
September 28, 2016
Lisa Hagenow, Business Communications Writer
WISCONSIN – Schenck is hosting an annual Payroll Forum, “Understanding the Payroll Puzzle,” in a number of locations throughout Wisconsin.
Participants will learn about common (and not so common) payroll challenges and walk away with an understanding on how to approach a wide variety of payroll and human resources topics, from Fair Labor Standards Act updates and overtime calculations to supplemental compensation and year-end considerations.
The workshops will run from 8 to 11:30 a.m. with registration beginning at 7:30 p.m. An afternoon session will also be offered in Green Bay from 1 to 4:30 p.m. and registration will begin at 12:30 p.m.
· Thursday, Nov. 3 at the Holiday Inn of Fond du Lac, 625 Rolling meadows Drive, Fond du Lac
· Friday, Nov. 4 at the Westmoor Country Club, 400 S Moorland Road, Brookfield
· Thursday, Nov. 10 at Rock Garden, Large Grand Ballroom, 1951 Bond St., Green Bay
· Friday, Nov. 11 at The Jefferson Street Inn, 201 Jefferson St., Wausau
· Wednesday, Nov. 16 at Lakeshore Technical College, Lake Michigan Conference Room, 1290 North Ave., Cleveland
· Thursday, Nov. 17 at Bridgewood Resort Hotel & Conference Center, 1000 Cameron Way, Neenah
Cost to attend is $25 per person; Schenck clients will be invoiced.
About SchenckSchenck is a full-service regional accounting and consulting firm. The firm has more than 550 employees who serve clients through eight locations in Wisconsin. As one of the largest CPA firms in the United States, Schenck provides a full range of services including accounting and audit, tax, business consulting, human resources consulting, information technology, merger and acquisition, retirement planning, investment and payroll solutions for businesses, governments, non-profits and individuals.
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