January/February 2021

President's Message

Diversity & Inclusion Group Update

The Diversity & Inclusion Group updates are as follows:

  • As a reminder, the recommended reading selection is Dare to Lead by Brene BrownThis book was recommended by our members as a book club selection and a spring 2021 book club is being planned. The event will be virtual based on our continued COVID environment.   

  • Please click here to view an 8 session webinar series from FEI National featuring up to 8 CPE credits. These sessions are all complimentary for FEI Members. While not specifically Diversity & Inclusion focused, many sessions will be insightful to members of our group working at private companies.
  • We continue to look for webinar offerings for the Diversity & Inclusion group – please send any suggestions to jill.bean@foth.com

Peer Group Update

Would you like to communicate with other financial executives on what experiences they are having with PPP loan forgiveness, insurance premiums, payroll increases or incentives? The FEI Peer Group meeting could have your answers!

Please join us for our next Peer Group Meeting:

Thursday, March 11, 2021
2:00 PM - 4:30 PM
Virtual Zoom Meeting

Click here
to register in Constant Contact! Zoom join details will be sent in a separate, confirmation message.

This virtual 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

Happy New Year! As we move into 2021, we’d appreciate your continued help with recruiting new members. Our next Chapter Choice Promotion will run from Monday, 2/12 - Friday, 2/26. Executive membership fees for new members will be discounted from $399 to $299. Please contact your colleagues now and invite them to any/all three of our February chapter events. There is no guest fee for any of our chapter events this fiscal year. When you make contact with a prospective member, and they confirm their interest, please email or call me to help with the process. This will help ensure they join during the Chapter Choice Promotion and receive the reduced rate of $299 for their first year of membership. 

Despite the challenges we’ve faced over the past year, the FEI Executive Committee, Board of Directors, Strategic Partners and I are committed to providing you with high quality speakers, virtual and in-person event offerings, networking opportunities and CPE credits as we continue to adapt to the COVID Pandemic in 2021 and beyond. We are especially grateful for your continued membership and patience this fiscal year; it has been quite an unusual one!

Click here to read the entire membership update.

Previous Chapter Event Recordings for On-Demand Viewing

Our FY20-21 virtual events and chapter meetings have been recorded for on-demand viewing!

Click here to view our news page where each virtual professional development session has been posted by date. Keynote speaker recordings are also available for on-demand viewing on the homepage underneath the Featured Content Section.

Program Schedule Updates

As the fiscal year progresses, our program schedules continue to be updated. The links to the keynote and virtual professional development program schedules are included below for your review:

2020-2021 Keynote Program Schedule
2020-2021 Professional Development Program Schedule

In addition to this newsletter, these documents will always be updated & posted on the chapter's home page under the Quick Links Section (middle right of page).

Special Features


COVID-19 Vaccines:  What Employers Need to Know

As vaccine rollouts continue, more and more employers are trying to ascertain to how look at vaccines and their workforce. The article from Aon’s One Brief publication provides some thoughts as well as links to additional thought leadership for organizations dealing with COVID-19 challenges.  

COVID-19 Vaccines: What Employers Need to Know

CIBC Cleary Gull

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 2020 4th Quarter Market Monitor.


CLA Livestream Series has hosted numerous webinars, and the next one is scheduled for Thursday, 1/28, at 2:00 PM. You're invited to attend this complimentary webinar titled:  PPP Guidance and State and Local Tax Planning. Click on the link below for more details, and to register for the webinar:


Previous livestreams surrounding topics such as employee retention credit, consolidated appropriations act and PPP updates can be accessed by clicking on the following link and scrolling down to Past livestreams:


Weidert Group

Embrace the Flywheel to Maximize Business Growth & Customer Loyalty

Did you attend Greg Linnemanston's virtual FEI PD session on January 13? Great! Don't forget to turn what you learned into action for your organization by downloading your copy of the Inbound Flywheel Overview & Workbook.

This free guide recaps the differences between traditional marketing and sales and the inbound flywheel. Plus, it has helpful worksheets that will guide you through a self-assessment to identify points of force and friction in your business. From there, you'll be equipped to design your own flywheel and prioritize next steps to grow with inbound!

Missed Greg's session? No problem! You can access a free recording of the presentation at weidert.com. Watch it to learn how force and friction affect your business performance, and how you can align Marketing, Sales, and Customer Service to gain momentum, attract and convert leads, and mobilize the energy of satisfied customers.

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Contact email: Michelle Weiss michelle@mwcommunications.org