May/June 2020
 



President's Message


Diversity & Inclusion Group Update
Peer Group Update


The Diversity & Inclusion Group Update includes the following information:

  • 4/28/20 Lunch & Learn Webinar Recordings
  • Recommended reading selections
  • 6/30/20 Lunch & Learn Webinar Cancellation
  • 2020 Fusion Event Postponement

To read the complete Diversity & Inclusion Group Update click here


Our spring Peer Group meeting will take place virtually via Zoom on Thursday, June 11, 2020, from 2:00 - 4:30 PM.

All FEI Members are welcome to join the conversation. Please register using the link below by Tuesday, 6/9:

Date:  Thursday, June 11, 2020
Time:  2:00 PM · 4:30 PM
Location:  Virtual Zoom Meeting

Click here to register!

This event is eligible for 3 CPE credits in the field of management services to those who attend the entire meeting and complete the polling questions.

Membership Update

2019-2020 Program Schedule Updates


We need your help! Our third and final recruitment chapter challenge promotion is underway and will end on Thursday, May 28, 2020. At present, only one new member has joined the chapter, and our goal for this challenge is ten. This promotion is being held in conjunction with our May 14, 2020 FEI Career Development Webinar, which allows us to reduce the annual dues rate from $399 to $299.

To read the entire membership update
 click here.



Due to the ongoing impact of COVID-19, upcoming chapter events continue to be affected. Members and strategic partners should have received communications surrounding event cancellations and/or format changes.

The program schedule continues to be updated as developments arise. Please click here to access the most current program schedule. This document is also posted on the chapter's home page under the Quick Links Section (middle right of page).

2020 Career Development Webinar Sponsors & Summary








On Thursday, May 14, 2020, the chapter held its annual Career Development event virtually via a Zoom Webinar. We're so pleased to report it was a success! Of the 80 members, strategic partners and guests registered, 66 attended the webinar event. The webinar survey results have been overwhelmingly positive to date as well.

We'd like to thank our 2020 Speakers: Matt Borchardt & Chris Handrick (CLA), Kate Brown, Deron Kling & Jared Papador (Wipfli), and Larry Kaufman (Experis Finance). Their support, flexibility, and knowledgeable content made the webinar both informative and engaging. We'd also like to extend our gratitude to the following planning committee members: Bob Faulds (Baker Tilly Search & Staffing), Julie Kimps (Experis Finance) and Nancy Schmidt (AIA Corporation).

All members should have received an email from Michelle Weiss containing the 5/14 webinar recording and password. It is also included below:

*Link:
https://us02web.zoom.us/rec/play/u5csIe78-Ds3TNaVuASDAfF5W43ueq-s0nUX__AEmh6wBSFXOlP3MuMbarPvT0KxHOAFLTgcYdj1QTPx?continueMode=true

Password:
1J=6QG^=

Special Features

Aon

CIBC Cleary Gull



Across the country, as the COVID-19 curves flatten and companies begin the transition to recovery and resumption of workplace activities, Aon is pleased to share our deep and differentiated expertise in Risk, People and Health to assist your business in navigating the complexities associated with returning to work amidst COVID-19. While firms may have experience with mitigating business interruption events, COVID-19 confronts businesses with unprecedented challenges in scale, scope and complexity.  In partnership with key entities such as the CDC, EEOC, OSHA, and state and local governments, Aon has developed a COVID-19 Business Recovery Tool Kit, a complimentary tool to support clients in this challenging environment.

For additional resources and information on COVID-19 response and recovery, we welcome you to visit aon.com/coronavirus.  

Special Situations Transaction Advisory Services
At-A-Glance


CIBC Cleary Gull focuses on special situations transaction advisory services and consensual negotiated solutions leveraging their:

  • Deep relationships
  •  Market and industry knowledge
  • Integrity
  • Leading middle-market M&A platform
CIBC Cleary Gull recently prepared and released a Special Situations Transaction Advisory Services Document for your review. 

Click here
to access the PDF file.

Francis Investment Counsel


von Briesen



Employee financial stress won’t end with the
COVID-19 pandemic

As organizations move forward from the coronavirus pandemic, the financial stress faced by employees is fresh in their minds. Listen to our podcast to learn how financial coaching and advice can be the “just-in-time” help employees need.

LISTEN NOW: The Power of Financial Advice


10 Questions for Financial Advice Providers

Maybe you’re ahead of the curve and already searching for a quality financial advice provider. If so, make sure you’re asking the right questions. Contact Joseph Topp via phone (262-781-8950) or email (joseph.topp@francisinvco.com) for a quick guide, including 10 questions you should be asking during your evaluation process.

Business Reopening Guide
Submitted by von Briesen & Roper, s.c.
Devin S. Hayes and Geoffrey S. Trotier

As an increasing number of states “flatten the curve” and increase capacity for testing, businesses must prepare for the loosening and lifting of the various state and local “Stay at Home” or “Safer at Home” orders. These orders, which have restricted the activity of businesses across the country, are likely to have lasting impacts on the workplace and businesses should expect the possibility of a phased return to normal business operations. Now is the time to develop a plan for reopening with an eye toward an eventual return to normalcy, or what may be a new version of normalcy.

Full vs. Partial Reopening?
One of the first decisions a business must make is whether it will, when permitted, fully reopen immediately or whether the business will reopen in phases, even if a full reopen is permitted by law. An immediate reopening is a return to pre-COVID-19 operations as soon as permitted by law. A partial reopening, on the other hand, involves the voluntary selection of a phased reopening where business operations return to normal over a period of weeks or months, even when not required to by law.

Click here to read the entire von Briesen Article.


Weidert Group


Why Manufacturers Need to Claim R&D Tax Credits NOW
Blog post by Greg Linnemanstons, President of Weidert Group

We work with a wide range of manufacturers across the country, and most of them have been impacted in a variety of ways by the COVID-19 crisis. Many have pivoted their businesses to address customer needs in healthcare or public safety that didn’t exist as needs just 60 days ago. They’re all working tirelessly to take all steps necessary to defend the sustainability of their businesses while doing everything humanly possible to protect their workforce. If you think it’s tough balancing working from home with homeschooling your kids, imagine the stress American manufacturers and their teams are feeling.  

To our manufacturing clients and others...We couldn’t be more proud of how you’ve stepped up during these challenging times. You’re unsung American heroes. Readers of this blog know our focus is usually on inbound marketing, sales, and customer service, the three tenets of growth marketing. But this post is our own COVID-19 pivot that recognizes that what many manufacturers really need right now is access to cash from sources they may not have considered. 

Click here to read the entire blog post from Greg Linnemanstons.


Copyright © 2020 FEI of Northeast Wisconsin. All rights reserved.
Contact email: Michelle Weiss michelle@mwcommunications.org