July 1st marks the beginning of our Chapter's 2018-2019 fiscal year. It seems fitting to start off our chapter year with a few comments about last year.
Our Northeastern Wisconsin Chapter received two awards from FEI National at the 2018 Financial Leadership Summit in Houston, TX in May. In recognition of our strong membership numbers and continued growth, our first award presented was the 2017-2018 Chapter Membership Net Growth Award. Our second award, based on our membership survey results, was the 2017-2018 Most Outstanding Chapter Award. Both awards were for the large chapter category (Tier IV) where we compete against Houston, Arizona, Colorado and New York City. We all should be proud of this recognition.
Diversity & Inclusion Group Update
Peer Group Update
This Diversity Group Update includes the following information:
Click here to view details and register for the Tuesday, August 21, 2018 Webinar: How to Sponsor Others. It will be hosted by Baker Tilly and take place in Appleton.To read the complete Diversity Group Update click here
Our Summer Peer Group Meeting is next month. The agenda is yours and suggested topics are always welcome! Ask your peers about their experiences with health insurance, audits, banking, reporting and employment.
The meeting details are as follows:
Date: Thursday, August 23, 2018
Click here to register! You can also earn 3 CPE credits when you attend the meeting in person.
2018 Rescheduled Golf Outing Update
Thanks to the efforts of the members and strategic partners listed in the left-hand column, we ended our fiscal year on June 30, 2018 with a net increase of 19 members for a total of 239. During the year they recruited 45 new members plus we had 3 reinstatements. This was partially offset by 26 terminations and 3 transfer outs. The terminations are primarily members who have not been able to attend our chapter functions. Even considering the terminations it was an impressive year for membership. We are currently the 10th largest out of 64 chapters in the country.
To read the recruitment details and the entire Membership Update click here
Despite our best efforts and strong registration, mother nature forced Butte des Morts Country Club to close its course and cancel our Monday, 6/18 Golf Outing. Fortunately, we were able to reschedule the event for Monday, 8/20. Most of you can join us, and a few of those who couldn't make the 6/18 date have registered as well. Please join the 60+ golfers planning for a fun summer social event.
click here to register for the rescheduled event; there's still time to join the fun!
Events | Special Features
von Briesen Featured Article
Francis Investment Counsel - Money University
Click here to read the full article.
You’re invited to go back to school as Francis Investment Counsel presents Money University. This single evening event provides our clients’ employees an opportunity to learn about money topics important to them. As a special benefit to FEI members, join us to discover how Money University could support and promote the financial well-being of your workforce! This invitation allows up to three representatives from your organization (and their significant others) to attend.
Please click here for additional details, including dates, locations, and registration information. Learn more about Francis Investment Counsel’s MoneyAdvice@Work® Financial Wellness Services at moneyadviceatwork.com or contact Joseph Topp at 262-781-8950.
Cleary Gull Market Monitor
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