May/June 2019

Click here to view the updated 2018-2019 Program Schedule!

President's Message

As are we wrap-up the fiscal year I’ve been reflecting on a few of the chapter’s accomplishments.

This year we began tracking some meeting attendance and survey score trends over the past three years and are seeing some positive results. Overall, we saw a nice increase in our chapter meeting attendance this year including attendance of members, strategic partners and guests.      

The most significant data point for me in terms of meeting attendance is the number of guest attendees (attendees that are not members nor strategic partners). This year we averaged 37 guest attendees at each chapter meeting; nearly double the average from the past two years. Hopefully this increase in guests will result in better awareness of FEI in Northeastern Wisconsin and will strengthen our membership in the future.

Click here to read Jim's final message as FY18-19 chapter president.

The Diversity & Inclusion Group Update includes the following information:

  • Highlights from the 4/23 Webinar
  • Recommended reading articles
  • Upcoming events

Click here to view event details and register for the next webinar on Tuesday, 6/25. The topic is titled The Juggle and will be hosted by Aon at their Downtown Green Bay Office.

To read the complete Diversity & Inclusion Group Update click here

Our next Peer Group Meeting is just around the corner! All FEI members are welcome to join the discussion. Register by 5/31, and remember to include your agenda items!

Spring Peer Group Meeting Information:

Date: Thursday, June 6, 2019
Time: 2:00 PM - 4:30 PM
Location: Keller, Inc. | Kaukauna | WI

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

2019 Golf Outing & Social Event

Thanks to the efforts of the members and strategic partners, through May 18, 2019 we have a net increase of 9 members for our fiscal year that ends on June 30, 2019. So far this year they have recruited 30 new members plus we had 1 reinstatement and 1 transfer in. This was partially offset by 23 terminations and I transfer out.  We are currently working with a number of prospective members and our goal is to end our current fiscal year with 255 members. We are currently the 11th largest out of 67 chapters in the country.  

To view the complete recruitment offer details and read the entire membership update click here

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Alas, we have green grass, budding trees, blooming flowers, and golf courses open for business. Don’t miss your chance to come and play one of the finest private courses in the area on Monday, June 17, 2019!

Registration opens at 10:30 AM and there will be a shotgun start at noon. There will be various course events, a 50/50 raffle and many door prizes awarded at the social after golf. Just sit back, relax and wait for your name to be called for one of those amazing awards. Or, you can just enjoy some social time with fellow FEI members and Strategic Partners. Register yourself and/or your team and join us on the links.

Click here to read the entire event promotion!

Upcoming Events | Special Features

2019 Experience Inbound
Weidert Group

Defend Your Retirement Plan Against Cyber Crime Event Francis Investment Counsel
Francis Investment Counsel

Experience Inbound. Experience Growth.

You've gotta go to grow. Experience Inbound is back for the sixth year! Our powerhouse lineup of industry thought leaders will blend expert inbound marketing insights with actionable takeaways that will inspire your sales and marketing departments to:

• Grow together as a cohesive team
• Grow key internal and customer relationships
• Grow business better- not just bigger

Rarely does one event offer so many growth opportunities! Bring your team to Experience Inbound 2019, Wisconsin’s Premier Marketing & Sales Conference. Join us at Miller Park on Monday, June 3, or at Lambeau Field on Tuesday, June 4. (Two locations, same event - you choose!)

Get event details and tickets at Use the code FEIEX10 for $10 off your ticket.

Click here to register, and click here to access the PDF event flyer!

Cleary Gull Market Monitor
1st Quarter - 2019

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 2019 first quarter Market Monitor.

Past editions can be found at

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Contact email: Michelle Weiss