November/December 2017

Happy Holidays from FEI
of Northeastern Wisconsin!

President's Message

Dear FEI Members,

I am pleased to announce at the November 30th Chapter Meeting, legendary business leader and philanthropist Mr. Richard Resch will be our keynote speaker. We look forward to seeing the membership at this exciting event where Mr. Resch will highlight his role as CEO and his 40 year career at KI. Please note as a friendly reminder that our Chapter Meeting, November 30th at Bridgewood will start at 1:00 PM. Professional development topics will include a presentation on LinkedIn and also an investment market outlook. Thank you Experis Finance and Francis Investment Counsel in advance for presentation of the professional development topics. We are excited about the upcoming meeting and look forward to seeing you in a couple short weeks. 

Click here to continue reading the November/December President's Message.

This Diversity Group Update includes the following information:

  • Highlights from the Lead From Where You Are Webinar held at von Briesen in Appleton
    on October 31, 2017.
  • Recommended reading selections
  • List of upcoming events

Click here to view details and register for the December 12, 2017 Webinar: Leading Boldly. It will be held at the Associated Bank Green Bay Office.

To read the complete Diversity Group Update click here

You create the agenda! Are you wondering if your insurance rates are competitive? Do you have an interest in what your neighboring business is using for financing?  What employee benefits are other companies offering? 

These questions and more can be added to the agenda. You can also earn 3 CPE credits when you attend in person. Mark your calendars and join us (details below)!

Date: February 22, 2018
Time: 2:00 PM - 4:30 PM
Location: Keller, Inc. | Kaukauna | WI

Click here to register for the Winter Peer Group Meeting.

Don't Forget!

The National Office has recently revised the Corporate Membership Program. They are offering a discount on memberships to firms who have more than five members. John Gustavson, the Corporate Controller at U.S. Venture, Inc., recently took advantage of this program and added five members from his firm (see below). Please contact me if you would like more details on this program.       

To read the entire Membership Update click here

There is no FEI chapter meeting in December. Following are the event details for the next meeting in January:

Date: Tuesday, January 23, 2018
Location: Rock Garden | Green Bay
Time: 2:30 PM - 7:30 PM

Registration and complete event details will be available in early December. 

Strategic Partner  Articles & Upcoming Events

Transfer the risk of a security breach with a cyber insurance policy
Steve Hyde, MS, MBA | CIO & Director, Information Technology Services

Have you made cyber insurance part of your IT risk management plan? Many businesses are purchasing cyber insurance policies to help protect in the event of a cyberattack.

Read more→

Fiduciary Advice @ Work

 Managed Accounts: Best Practices for Plan Sponsors

With 401(k) recordkeeper margins continuing to shrink, some retirement plan sponsors are experiencing increased pressure to add a “Managed Account” service to their retirement plan investment line-up. The pitch is straight forward; while target date funds are professionally managed, they are not as customized to the participant’s situation as a ManagedAccount which in theory should be better.

Click here to read the entire article.

You Are Invited!
NE WI American Marketing Association (AMA) Chapter Meeting
Inbound Marketing - Changing the Conversation

Date: Tuesday, December 5, 2017
Time: 11:00 AM
Location: Wer
ner Electric Auditorium
Speaker: Greg Linnemanstons

Click here to view the AMA monthly calendar and click on the date to register!

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Contact email: Michelle Weiss