July/August 2019

The 2019-2020 Program Schedule will be released mid-August!

President's Message

The Diversity & Inclusion Group Update includes the following information:

  • 6/25 webinar summary
  • Recommended reading selections
  • Upcoming events
  • Diversity & Inclusion Group Summary

Click here to view event details and register for the next webinar on Tuesday, 8/20. The topic is titled The Leadership Pipeline and will be hosted by Weidert Group in Appleton.

To read the complete Diversity & Inclusion Group Update click here

Our Summer Peer Group Meeting is next month. All FEI members are welcome to join the discussion. Register by Friday, 8/16, and remember to include your agenda items!

At our last meeting we discussed topics such as separate P&L’s by business units, sales & use tax reporting, and corporate credit cards for travel and company purchases.

The summer meeting details are as follows:

Date:  Thursday, August 22, 2019
Time:  2:00 PM · 4:30 PM
Location:  Keller, Inc. I Kaukauna I WI

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

2019 Golf Outing Summary

Thanks to the efforts of the members and strategic partners listed in the right-hand column, we ended our fiscal year on June 30, 2019 with a net increase of 14 members for a total of 253. During the year they recruited 44 new members plus we had 1 reinstatement and 2 transfer-ins from other chapters. This was partially offset by 30 terminations and 3 transfer-outs. The terminations were primarily members who have not been able to attend our chapter functions. Even considering the terminations it was an impressive year for membership. We also ended the year as the 9th largest out of 67 chapters in the country. 

In connection with the above we won the net membership growth award for tier 4 size chapters (200 to 300 members) for the fiscal year ended June 30, 2019. This award was presented to us at the annual Summit at Disney World. An award summary and picture are posted underneath the featured content section of the chapter's homepage.

To read the entire membership update click here

The 2019 golf outing & social was held on Monday, June 17th, at Butte des Morts Country Club in Appleton. Approximately 65 people attended the event, and the weather was beautiful!

Special thanks are due to the 2019 Golf Outing Planning Committee and event the volunteers from Weidert Group, whose names are listed below:

  • Jay Edwards
  • Stephen Fischer
  • Nicole Mertes
  • Aaron Nelson
  • Diane Roundy
  • Brenda Schultz
  • Tiffany Steffen
  • Joe Topp

Thanks to those who attended the event and ensured it a successful one!

Upcoming Events | Special Features

CLA -  Retention in a Technological Age Sessions

Retention in a Technological Age: Meet CLA's LEAD HR Council

Various dates in August
Various Wisconsin offices
8 – 10 a.m.

Between a tight applicant market and the pressure to sustain a connected company culture with high retention, today’s leaders have a lot to manage.

Join us for a complimentary introductory session to experience our LEAD HR Council. Participate and learn with other local professionals in a lively discussion, focusing on how organizations are connecting, retaining, and recognizing staff with the aid of technology.

What is the LEAD (learn, engage, and develop) HR Council you ask? The council is a group of HR professionals, who meet nine times between September and May, to develop skills, address human resources issues, and enable more capable, influential leaders.

For a limited time, we’re offering complimentary access to one of four local sessions, led by CLA’s Thomas Schultz, so you can try it out before making the investment in yourself.

Who should attend
This session is designed for business leaders seeking insights into the best ways to attract and retain talented people, and HR professionals interested in joining a HR LEAD Council group forming in Green Bay, Appleton, Sheboygan and Wausau, Wisconsin.

Please register on the event web page by July 25, 2019.

Contact Jen Brown at
jennifer.brown@CLAconnect.com or 920-996-1306

Can’t make it?
Check out our
event calendar to see what else is happening.

Cleary Gull Market Monitor
2nd 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 second quarter Market Monitor.

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

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Contact email: Michelle Weiss michelle@mwcommunications.org