November/December 2018

November/December 2018

Happy Holidays!

Click here to view our chapter's member satisfaction survey results!
Click here to view the updated 2018-2019 Program Schedule!

President's Message

Dear FEI Members,

As we head into our December chapter break I have been reflecting on the year. The most important observation for me is that we continue to execute our strategic plan with a particular focus on delivering meaningful content to our members and increasing membership engagement and retention.

Thank you to our strategic partners for their continued support and delivering interesting and informative professional development sessions. I believe we will see a nice variety of content this year from our partners including a panel discussion in November where we will hear from a few HR professionals on how to recruit and retain talent.

Thank you to our committee members for their continued time investment and efforts in making our chapter so great. This year we have a new committee focused on increasing member engagement. We believe that increased member engagement is key to member satisfaction and retention. Bob Neigh and Gary Brochtrup are co-chairs of this committee which is still in the development stage. I look forward to sharing their progress with you in a future letter.

Click here to read Jim's president's message and holiday wishes.

The Diversity Group Update includes the following information:

Highlights from the 10/30 Webinar
Recommended reading selections
List of upcoming events

Click here to view details and register for the Tuesday, December 4, 2018 Webinar: 7 Steps to Becoming a Thought Leader. It will be hosted by Wipfli and take place in Appleton.

To read the complete Diversity Group Update click here

The Peer Group met on November 8^th and discussed business relevant topics including: Goodwill impairment, Meals & Entertainment deduction changes relative to the new tax law, new GAAP developments, labor recruiting tools, cost of employee turnover and planned wage increases. We also discussed reporting techniques for Board meetings and business insurance trends.

Join the conversation at the next Peer Group Meeting! Details are below:

Date: Thursday, February 28, 2019
Time: 2:00 PM - 4:30 PM
Location: Keller, Inc. | Kaukauna | WI

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

Reminder

Thanks to the efforts of the members and strategic partners listed in the right-hand column, we recruited 14 new members with the Chapter Choice promotion that was in effect for the last two weeks of October. Our goal was 10 and so we are thrilled with the efforts of our recruiters. A special thanks to Ron Van Nuland, CFO and Treasurer of Nsight in Green Bay who recruited four of his staff members. In addition, we had one transfer in from the Chicago Chapter and a new member who is in transition.

To read the entire Membership Update click here

The chapter does not hold a monthly meeting in December. Following are the event details for the next meeting in January:

* Date: Thursday, January 17, 2018
* Location: Riverview Gardens | Appleton
* Time: 1:00 PM - 7:30 PM

* Please note the different meeting date, location and event timeline.

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

Events | Special Features

Grant Thornton - Wayfair Impact

Cleary Gull Market Monitor

Understand how Wayfair impacts your business

Learn more in our webcast series: Understanding the implications of Wayfair

The Supreme Court's June 21, 2018, decision in South Dakota v. Wayfair, effectively allowed states to require remote sellers to collect sales tax even if they don’t have a physical presence. The ruling promises to have a profound impact on both U.S. and international businesses. Wayfair goes well beyond sales tax to affect your compliance, systems, technology, documentation, financial statement audit, and income tax.

Check out our webcast series on understanding the implications of Wayfair and prepare your organization to assess the compliance risks and opportunities posed by the Supreme Court’s ruling.

Learn more about sales tax after Wayfair

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 third quarter Market Monitor.

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