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Following are industry related news, updates and helpful information from our strategic partners

  • Wednesday, August 03, 2022 10:29 AM | Anonymous

    Businesswoman with colleagues in board room

    What Is LEAD (Learn, Engage, and Develop)?

    This membership-based group is now in its eighth season of developing leaders who want to be more effective and influential in their roles. From September to May, members meet virtually or in-person for monthly, topic-driven workshops. These interactive workshops are led by an experienced facilitator who uses research, personal experience, and member perspectives to teach and practice solutions to a wide variety of topics.

    Who should attend
    Choose one session

    • Virtual: August 10, 2022 (1 – 3 p.m. CT)
    • Virtual: August 16, 2022 (1 – 3 p.m. CT)
    • Virtual: August 18, 2022 (1 – 3 p.m. CT)
    • Green Bay – CLA office: August 10, 2022 (8 – 10 a.m. CT)
    • Green Bay – CLA office: August 11, 2022 (8 – 10 a.m. CT)
    • Green Bay – CLA office: August 11, 2022 (1 – 3 p.m. CT)
    • Wausau – CLA office: August 16, 2022 (10 a.m. – noon CT)
    • New England (West Hartford, CT) – CLA Office: August 18, 2022 (9 – 11 a.m. ET)

    The August session is designed for business leaders of all types (Human Resources, Operations, Accounting, etc.) who are seeking insights into effective ways to attract and retain talented people. The session will provide information on how to join a LEAD Roundtable.

    Please select one of the options below that you are interested in attending.

    Please register by August 5, 2022, as space is limited. If you choose virtual, you will receive calendar invites with the webinar links.

    Click here to learn more about our LEAD Roundtables.

  • Wednesday, July 13, 2022 3:13 PM | Anonymous



    Senate Democrats make progress with reconciliation package

    For the first time in months, Senate Democrats appear to be making meaningful progress on a potential budget reconciliation package. The scaled-down proposal is expected to include the lowering of prescription drug costs, an extension of Affordable Care Act (ACA) subsidies and funding for climate change initiatives. New spending is likely to be paid for by increases in tax revenue.

    Read the full alert

  • Thursday, July 07, 2022 9:45 AM | Anonymous

    Appleton HubSpot User Group:

    Successful Inbound Recruitment Marketing: Developing Your
    Playbook & Using HubSpot to Implement It

    Tuesday, July 12, 2022 at 8:00 a.m.
    Join us in person or virtually!

    Today's marketers are being called on by leadership to help HR teams attract, engage, and delight candidates as much as prospects. This meetup will benefit anyone in Marketing, HR, and people involved in the candidate recruitment, interviews, and hiring process.

    Weidert Group President Greg Linnemanstons, Strategist Keith Voss, and Marketing Manager Kelly Wilhelme will show you how to develop and execute an impactful inbound recruitment marketing playbook that:

    • Replaces outmoded paper application processes with a fast, efficient, and shareable online application experience
    • Expands reach with targeted paid ads and improves results
    • Supports HR teams with solutions that are easy to implement, track, and manage
    • Gets the right message in front of the right people — right now!

    Join us online or in-person on Tuesday, July 12. If you are planning to attend the in-person event, arrive at 7:45 for coffee and a light breakfast. We look forward to seeing everyone at our offices again!

    Click for Full Event Details & To RSVP

  • Thursday, June 30, 2022 8:31 AM | Anonymous
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    Helping you take your business abroad 

    CLA and Evelyn Partners announce formation of new global organization, CLA Global

    Global markets have evolved, and the world is more connected than ever. You can concentrate on growth, scaling, and operating — effectively — when you leverage the strength of our leading global accounting and advisory organization. Effective July 1, 2022, we will launch a new multinational organization, CLA Global Limited (CLA Global).

    CLA Global member firms bring deep experience

    Our member firms collaborate and advise you with deep personal relationships, commitment to quality, seamless capabilities, depth of talent, and specialized industry experience — to help you address the international finance and business complexities you regularly navigate.

    • Built on the foundation of trust and quality assurance, tax, and advisory services
    • Among the largest financial outsourcing services offering of any global accounting organization
    • Among the largest private client and wealth advisory platforms of any global accounting organization
    • Highly integrated capabilities to address evolving global markets

    We provide services to clients of all sizes, with particular emphasis on fast-growing, innovative, and dynamic middle market cross-border businesses. We deliver in the highest quality manner, while also concentrating on supporting international public interest and listed entities.

    Our collaborative member firms share common values, offering deeply personal relationships and tremendous responsiveness. We are an organization built on the power of connections, and with the interest and commitments we have to date, CLA Global is expected to rank among the top 15 global accounting and advisory organizations in the world, based on fee income.

    Learn More

  • Thursday, June 16, 2022 9:24 AM | Anonymous

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    Key 2022 Health Care Trends Webinars

    WEBINAR | July 21 and August 24 | 1 – 2 p.m. CT

    Register Now


    Join us for two complimentary webinars where we will discuss the current trends in health care and how to use data to help plan for your organization’s future.

    Key 2022 Health Care Trends and Using Data to Position for the Future
    July 21 | 1 – 2 p.m. CT

    During this session, we will review key 2022 health care trends and how they continue to cause operational and financial challenges for long-term care facilities, hospitals, and physician practices. From workforce shortages to inflation and the economy, these trends are stressing a health care system still recovering from the pandemic. Using a case study approach, we’ll demonstrate how proactively leveraging data, key performance indicators, and benchmarking can position long-term care facilities for the future.

    Key 2022 Health Care Trends, the Current State of Skilled Nursing/Long-Term Care and Using Data to Gain Clarity
    August 24 | 1 – 2 p.m. CT

    During this session, we will review key 2022 health care trends and advance the discussion to the current trends within the skilled nursing/long-term care industry in particular. We will demonstrate how industry-driven data-focused insights can provide skilled nursing/long-term care organizations clarity into their landscape, and inform their strategic operational and financial actions in pursuit of a financially viable future. 

    Who should attend

    This session is designed for all types of health care professionals, finance personnel, board members, and others who need to understand trends and use data to plan for the future.


    • Deb Emerson, Principal, Health Care
    • Stephen Taylor, Principal, Health Care
    • Seth Wilson, Data Analyst Manager


    Contact Julie Rubelowski at julie.rubelowski@CLAconnect.com or 414-721-7560.

    See the event web page for more details.

    Event Cancellation Policy

  • Friday, June 10, 2022 1:21 PM | Anonymous

    How Wisconsin’s New Business Entity Law affects LLCs

    June 8, 2022

    On April 15, 2022, Wisconsin enacted a new business entity law (2021 Wisconsin Act 258). Among other changes, the law restates Chapter 183 governing limited liability companies (LLCs) based on the Revised Uniform Limited Liability Company Act (RULLCA) already adopted by many other states. Below is more information about the law’s effective date and key changes for Wisconsin LLCs.

    Effective Date: On January 1, 2023, the new law will govern all existing and future LLCs. An LLC can elect to be governed by the new law earlier by amending its Operating Agreement and filing a Statement of Applicability with the Wisconsin Department of Financial Institutions (DFI). An LLC can also opt-out and remain governed by the old law by amending its Operating Agreement and filing a Statement of Nonapplicability with the DFI before January 1. Even if an LLC does not opt-out, any terms of its Operating Agreement that were valid under the old law will remain valid under the new law.

    Click here to read the complete article.

  • Sunday, June 05, 2022 7:41 PM | Anonymous


    Our Appleton, Wis. office has a new home

    We are pleased to announce that we have moved to a new office as of May 1, 2022. Our new office is located off US HWY 41 and N. Richmond St. exit (3 miles from our previous location).

    Please update your records with our new office and shipping/mailing address:
    3850 N Alvin Street, Appleton, WI 54913

    Our payment remittance address: PO Box 78975, Milwaukee, WI 53278-8975 will remain the same, along with all other contact information.

    Our business, including website, email and telephones, will be fully operational during the move and you will not experience any changes or delays in communication.

    Office welcoming

    We can’t wait to welcome you into our new office when we get all moved in and settled! Keep your eyes out for a future open house event. We’d like to express gratitude and our sincere thanks to our clients for your continued support and cooperation.


    Contact us at +1 (920) 733-7385


    Connect with us


  • Wednesday, June 01, 2022 11:15 AM | Anonymous

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    Businessman using smart phone at desk in office

    Inflation Will Impact Your Organization — Are You Ready?

    The U.S. Federal Reserve’s response to high inflation could cause any number of results. Acting cautiously and running what-if scenarios could help your organization prepare for a wide range of contingencies.


    Read More

  • Wednesday, May 18, 2022 11:01 AM | Anonymous

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    The Amazing Potential of AI and Machine Learning for Every Industry

    Technologies like artificial intelligence and machine learning can help organizations across industries leverage the power of automation to perform complex tasks, increase efficiency, and dig deeper into their data.


    Read More

  • Monday, May 16, 2022 12:25 PM | Anonymous

    Please Join Us for a Breakfast Briefing 

    Wage and hour compliance is a difficult challenge for even the most experienced HR professional. With higher scrutiny in this area by plaintiff counsel and the Department of Labor, the challenge now carries with it significant financial liability. At our May Breakfast Briefing, Bob Simandl and Craig Papka will discuss several areas of compliance vulnerability and the best practices for employers in addressing the potential liability.

    8:30 - 9:30 AM

    von Briesen s.c. Waukesha Office
    20975 Swenson Drive
    Suite 400
    Waukesha, WI 53186

    Click here to register.

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