March/April 2021

President's Message

Diversity & Inclusion Group Update

Join Us For Our Upcoming Four-Part Virtual Book Club!

The Diversity & Inclusion Group is pleased to announce we’ll be independently reading Bren√© Brown’s Dare to Lead Book, and discussing it together over 4 one-hour sessions. Each session will have pre-work, focused discussion areas, learning objectives, polling questions, and offer 1 CPE credit to attendees. That’s a total of 4 CPE hours for reading a #1 Bestseller on The New York Times, The Wall Street Journal, and Publishers Weekly lists!

All four book club sessions will be held via Zoom as follows:




Monday, April 19th

12:00 – 1:00 PM

Section 1: Pages 1-43

Tuesday, May 4th

12:00 – 1:00 PM

Section 2: Pages 44-117

Monday, May 17th

12:00 – 1:00 PM

Section 3: Pages 118-217

Wednesday, May 26th

12:00 – 1:00 PM

Section 4: Pages 218-272

Click here to register for the first session on 4/19! Click here to learn more about the virtual book club details!

Peer Group Update

Tackling a big financial issue for your company?

The FEI Peer Group may give you some options other companies are using to address the very same issue! The agenda is designed by the attendees.

Join us for the next meeting!

Thursday, May 27, 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

As a result of our second membership promotion in February, our chapter gained two new members. Please join me in welcoming Aaron Mars and Zach Oszman! Our goal was to recruit 8 new members during this promotion. We will offer one more opportunity to reduce the annual dues rate from $399 to $299 before the end of the fiscal year. We’re also pleased to welcome back Melissa Meikle, who reinstated her membership last month.

The 2020-2021 fiscal year has been challenging for a number of reasons. We’ve greatly missed seeing and connecting with you monthly at in-person events. However, as a result of the pandemic, we successfully introduced virtual professional development sessions and hybrid chapter meetings to include a livestream feature. In addition, we offered virtual peer group meetings, networking and a four-part book club that will begin next month.

Click here to read the entire membership update.

2021 Career Development Virtual Event


Event planning for the 2021 Career Development Virtual Event is underway! This year's theme is ENGAGE - building teams & developing employees for the future. Following are the important details:

Date:             Wednesday, May 19, 2021
Location:      Virtual | Zoom
Time:             9:00 AM - 11:30 AM

A communication will be sent to members and strategic partners in April once registration open.

Previous Chapter Event Recordings

Our virtual events and chapter meetings are being 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.

Special Features


How can mobile technology be utilized to address employees’ needs, increase their engagement, and enhance their trust towards their employer?

According to a recent Gallup poll, only 15% of employees are actively engaged at work. Fifteen percent! And with pandemic fall-out still forcing closures and remote work, it doesn’t seem likely that these numbers will improve.

Employees are looking to their employers for frequent, credible communication. And it is within your reach to support your dispersed workforce, boost morale, and provide the consistent, easy-to-access communication employees want.

Don’t miss Aon’s next webinar on March 23rd @ 1:00 PM CT which will feature a panel of experts who will discuss why mobile technology is one of the most vital communication tools today and how leaders are using it to:

  • Address employees’ needs
  • Increase employee engagement
  • Enhance employee trust towards their employer

You can register for the webinar at  Registering will also enable you to access the replay should you not be able to attend at the scheduled time.

Baker Tilly Search & Staffing

Baker Tilly Search & Staffing offers a series called:  “Answering Tough Interview Questions.” Check out FEI sponsor member, Bob Faulds of Baker Tilly Search & Staffing, as he answers one of the questions. Bob has been providing accounting and finance staffing solutions for clients in the Fox Valley since 1999. Joined by him is Tiffany Steffen who oversees Temporary Staffing and Diane Roundy, who leads Executive Search.  

Answering Tough Interview Questions by Katie Kleisner (Question 1)
Answering Tough Interview Questions by Bob Faulds (Question 2)
Answering Tough Interview Questions by Kristin Walt (Question 3)
Answering Tough Interview Questions by Lauren Sigfred (Question 4)


TitletownTech, CLA Team Up - January 26, 2021

Local support with national experience

Green Bay, Wisconsin – Today TitletownTech announced that CLA (CliftonLarsonAllen LLP), a national firm offering wealth advisory, outsourcing, audit, tax, and consulting services, is the official CPA firm partner of TitletownTech. Since opening its doors in July 2019, TitletownTech has invested in 20 startups and expects their momentum and investment pace to continue.

“As we’ve added startups to our portfolio, the opportunity to partner with CLA, a leader in the accounting and finance space, couldn’t have come at a more perfect time,” said Craig Dickman, Managing Director of TitletownTech. “We’re excited to bring CLA’s depth of knowledge and experience to our entrepreneurs. TitletownTech is a support and connections-based organization, and we’re committed to help our early-stage companies reach milestones and go farther, faster.”

Click here to read the entire press release.

Francis Investment Counsel

Investor’s Outlook Now Available

Dive into capital market trends and strategies. As featured in FEI’s recent professional development session, you can now access Francis Investment Counsel’s quarterly Investor’s Outlook.

This quarter’s issue highlights common questions on current monetary policy, concerns about inflation, and where to find smart money moves.

Access Investor’s Outlook now

What’s on your mind?

From legislative and regulatory changes to market volatility, today’s retirement plan landscape is dynamic. Ensure your corporate retirement plan is on-track. Contact Joseph Topp via phone (262-781-8950) or email (

von Briesen & Roper, s.c.

Labor Law Reform On the Horizon: Ten Things to Watch Under the PRO Act

POSTED BY: John A. Rubin & Robert J. Simandl
Legal Update
Labor and Employment

On March 9, 2021, the House passed the Protecting the Right to Organize (PRO) Act of 2021. Although supported by President Biden, the PRO Act now must pass the Senate, where it is anticipated to meet stiff Republican opposition. If enacted into law, the PRO Act would be the most significant labor law reform in the United States since the World War II-era Taft-Hartley Act and the 1935 Wagner Act, which created the National Labor Relations Board (“NLRB”) and first granted private sector employees the right to form and join labor organizations (“unions”).

The United States House of Representatives passed an earlier version of the PRO Act in February, 2020, but the Senate declined to take further action at the time. While certain major business interests, such as the U.S. Chamber of Commerce, are opposed, President Biden has voiced his support for the PRO Act. At present, it is uncertain whether the PRO Act will become law—and if so, in what form.

Click here to read the entire article.

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Contact email: Michelle Weiss