September/October 2016

President's Message

Our 2016/17 Chapter Year got off to a great start on September 20 with our first chapter meeting held at the Rock Garden Conference Center in Green Bay. This was our first ever joint meeting with the local chapter of The Institute of Internal Auditors and, from comments received, very successful. For the first professional development session, Peter Gianopoulos, Director of Risk Management at Thrivent Financial gave a very informative presentation on Managing Risk in a Rapidly Changing World. This was followed by Byron Franz, Special Agent of the Milwaukee office of the FBI, sharing thoughts on Protecting Wisconsin Businesses against Cyber Threat. Both sessions were informative and action based.

With the financial support and sponsorship of Keller, Inc, our Keynote Speaker was Weston Smith. Mr. Smith was the Chief Financial Officer of the prior HealthSouth Company and participated in one of the largest financial statement frauds in history.  His presentation on Indecent Disclosure – Behind the Curtain of the HealthSouth Fraud was well delivered and thought-provoking.

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

The September/October Diversity Update includes the following information:

  • Highlights from the 8/30 Webinar held at
    Wipfli in Green Bay
  • Summary & features from the 2016 Fusion Event
  • Recommended reading selection
  • Calendar of upcoming events
To read the Diversity Group Update click here.

Join us for our Fall Peer Group Meeting on Thursday, 11/3, at Keller in Kaukauna. We will discuss topics important to you and your business as follows and more:

  • Insurance trends
  • Banking and financing trends
  • Employee benefit trends
  • Audit and tax services

Click here to see the 11/3 event flyer and register.

To read the
Peer Group Update click here.

Special Feature

The National dues have been $525.00 annually for the Executive Membership Category. It was announced at the Summit in May that the FEI National Board approved reducing these dues to $399.00 from June 1, 2016 through June 30, 2017 for the first year of membership. They support the advocacy for all financial professionals. In addition, they provide resources for research and a forum for sharing knowledge.   

To read the entire Membership Update click here.

Join your peers for the 2016 New North Summit on Tuesday, 12/6, for a day of networking, speakers and updates on the New North region. The full day event begins at 8:00 AM and provides ample networking time for attendees.

The 2016 Summit is geared towards business executives, education leaders, non-profit heads, manufacturers, IT professionals, elected officials, community members and other stakeholders from around the region and state.

Visit to learn more about the event. You can also register today by clicking here.

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Contact email: Michelle Weiss