November/December 2019

November/December 2019

President's Message

The Diversity & Inclusion Group Update includes the following information:

10/29 Lunch & Learn 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, 12/3. The topic is titled
Ask a Leader Anything and will be hosted by Associated Bank in Green Bay.

To read the complete Diversity & Inclusion Group Update click here

The FEI Peer Group is an opportunity for our members to share ideas and thoughts on topics important to each of us and our businesses. The meeting is a great place to discuss your agenda items and understand how others are handling your latest business issue.

Join the conversation at the next Peer Group Meeting:

Date: Thursday, March 5, 2020
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 -2020 Program Schedule

Thanks to the efforts of the members and one strategic partner, we recruited nine new members with the Chapter Choice promotion that was in effect for late October and early November. We came very close to our goal of 10 and are pleased with the efforts of our recruiters. In addition, we recruited one new member who is in transition.

As a reminder, the National annual fees for the Executive Category of membership were reduced from $499 to $399 for renewals effective August 1, 2019 or later and new members as of July 1, 2019.

To read full recruitment details and entire membership update click here

We continue to revise and post updated versions of the 2019-2020 program schedule as events are finalized (or if any information changes).

Please click here to access the program schedule. This document is also posted on the chapter's home page under the Quick Links Section (right side of page).

Special Feature

CIBC | Cleary Gull 3rd Quarter Market Monitor

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 3rd Quarter Market Monitor.

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