November/December 2016

President's Message


As we approach the mid-point of our Chapter year, it’s a good time to reflect on the first half of the year and note some of the highlights:

Programming - I think most would agree that the quality of our Programing has been outstanding. The Keynote Speakers of Weston Smith, Senator Ron Johnson and Katie Scherping were thought provoking and generated good questions for discussion. Our Professional Development Sessions involving Risk Management and Cyber Security in September, the Economic Development Panel in October, followed by Financial Wellness and the Fair Labor Standards Act update in November were all exceptional.

Click here to continue reading Bob's President's Message.

Diversity Group Update
Peer Group Update


The November/December Diversity Update includes the following information:

  • Highlights from the 10/25 Webinar held at
    Godfrey & Kahn in Appleton
  • Recommended reading selection
  • Calendar of upcoming events
To read the Diversity Group Update click here


Join us for our Winter Peer Group Meeting on Thursday, 2/23/17, at Keller in Kaukauna. Have you wondered what your peers are doing for wage increases, health insurance, capital expenses, financing?

The Peer Group meeting is a great place to discuss your agenda items and understand how others are handling your latest business issue!

Click here to see the 2/23/17 event flyer and register.

To read the
Peer Group Update click here

Membership Update


Please reach out now to fellow financial professionals you know, who you think may benefit from an FEI membership, and invite them to our Thursday, January 19, 2017 Meeting. This will be a special event featuring Rebecca Ryan a nationally recognized author, futurist and economist. There is no cost for them to attend and it is an excellent opportunity to expose them to our chapter’s value proposition. With our Money-Back Guarantee (see below) they have nothing to lose!     

To read the entire Membership Update click here




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Contact email: Michelle Weiss michelle@mwcommunications.org