May/June 2018

President's Message


We have concluded a great year of program offerings and intend to improve with our chapter meetings for next year. Very sincere thanks to those who took the time to complete the chapter satisfaction survey. We take seriously all the suggestions and comments toward adding value to our FEI members.

I would like to acknowledge chapter member and Assistant Professor from Marian University, Mr. Scott Dell. Professor Dell was presented the WICPA 2018 Accounting Educator Award held recently at the Hilton Milwaukee City Center. Mr. Dell is the Accounting Program Director for Marian University along with devoting time as a member of the FEI-Northeast Wisconsin Chapter Board of Directors. Congratulations to Mr. Scott Dell for your award and contributions.

Click here to continue reading Larry's final President's Message.

Diversity Group Update
Peer Group Update


This Diversity Group Update includes the following information:

  • Highlights from the 4/17 Webinar
  • Recommended reading selections
  • List of upcoming events

Click here to view details and register for the Tuesday, June 19, 2018 Webinar: The F Word: Failure. It will be hosted by BMO at the Docking Station in downtown Green Bay.

To read the complete Diversity Group Update click here


Join us on June 7, 2018 for the spring Peer Group Meeting. Add agenda items important to you and your business when you register.

Additional meeting details are as follows:

Date: Thursday, June 7, 2018
Time: 2:00 PM - 4:30 PM
Location: Keller, Inc. | Kaukauna | WI

Click here to register! You can also earn 3 CPE credits when you attend the meeting in person.

Membership Update

2018 Golf Outing & Social


We have seven new members since our last newsletter and they are listed below along with their recruiters. Again, thanks to the recruiters for helping us to continue to grow OUR chapter!  

The National Office is again helping to support recruitment by reducing the annual dues rate in conjunction with our June 18, 2018 Golf Outing.

To read the recruitment details and the 
entire Membership Update click here



Alas, we have green grass, budding trees, blooming flowers, and golf courses open for business. Don’t miss your chance to come and play one of the finest private courses in the area on Monday, June 18, 2018. 

Registration opens at 10:30 AM and there will be a shotgun start at Noon. There will be various course events, a 50/50 raffle and many door prizes awarded at the social after golf. 

Click here to read more about the upcoming golf outing, and
click here to register for the event!

Events | Special Features

2018 WICPA Excellence Awards Summary

2018 Career Development Program Highlights


In case you missed the formal announcement, long-term FEI Member and Career Development Committee Chair, Scott Dell, was presented with the Accounting Educator Award on 5/10/18 at the 2018 WICPA Excellence Awards. This annual event 
honors accounting professionals for their leadership and dedication to excellence.

Please click here to view the full award summaries, read Scott's acceptance letter and access the complete program brochure (courtesy of the WICPA). Click here to view the complete announcement on our home page.

Thanks to Michelle Weiss, Julie Kimps, Mike McNamara and Bob Faulds as well as the presenters, Josh & Kim from Baker Tilly,  Bill from Employ Humanity, and Scott from Marian University for their efforts in making this year’s Career Seminar a great success.

Lunch and networking went pretty well too! With 39 attendees (originally 49 did register), an informative and productive morning was enjoyed by all that participated at Bridgewood on 5/18. Hearing about Gender Intelligence in the workplace, Emotional Intelligence in society and sharing of specific General Intelligence tools including MOOCs, Blogs, TED Talks, e-subscriptions, books and videos was enlightening.

If you might like to be involved in planning or have other ideas for next year’s seminar, please contact Scott directly at SDell18@MarianUniversity.edu


Cleary Gull Market Monitor

Founded in 1987, Cleary Gull Inc. is a nationally recognized, employee-owned boutique investment banking firm with a global reach. We advise private equity funds, entrepreneurs, and small publicly traded companies on mergers and acquisitions, private debt and equity financings and recapitalizations and other transactions. Our investment banking team has completed hundreds of middle market transactions delivering more than $8 billion in value.

  With an average of more than 20 years of deal experience, our senior investment bankers bring knowledge, integrity and a determination to deliver        great outcomes for our clients. The Market Monitor is published quarterly. Click here to read the 2018 first quarter Market Monitor.

  Past editions can be found at www.clearygull.com/ib


Experience Inbound 2018


Experience Inbound is a full-day marketing & sales conference designed to help companies learn how to attract and close more opportunities using inbound marketing methods. Hosted by Weidert Group and Stream Creative – the two premier inbound marketing firms in Wisconsin – the event is built on a focused curriculum, with expertise and insights from some of the best minds in lead gen and sales strategy & execution. Every attendee will walk away better prepared to grow their business.

Held June 5 at Miller Park (Milwaukee) and June 6 at Lambeau Field (Green Bay), Experience Inbound will feature keynote speakers who will challenge attendees to take their lead attraction and business development efforts further. Attendees will have the chance to hear speakers from HubSpot, Unthinkable Media, Copy Hackers, Wistia, and more.

Don't miss this opportunity to learn from the best; it could be the best 8 hours you spend all year!

FEI Members and Strategic Partners are eligible for a $30.00 discount per ticket. Use the promo code FEIEX18 on the Experience Inbound Event Website. For more information and to register please use the following link: https://www.experienceinbound.com/



Copyright © 2015 FEI of Northeast Wisconsin. All rights reserved.
Contact email: Michelle Weiss michelle@mwcommunications.org