November / December 2021

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President's Message

Diversity & Inclusion Group (DIG) Update

The Diversity & Inclusion Group (DIG) just finished their Fall 2021 Book Club reading of “Grit: The Power of Passion and Perseverance” by Angela Duckworth. The Book Club was highlighted with an in-person networking breakfast on 10/26 at The River in Wrightstown. The DIG recently sent a survey to its participants and is looking forward to planning a Spring Book Club and another in-person event in 2022.

Peer Group Update

FEI Members, please join us for the next Peer Group Meeting on December 9th. It will be offered in a virtual only format. You have the opportunity to set the agenda including the following: pay increases, ideas on hiring, insurance premiums and broker experience.  Gain another prospective on your topics from other financial leaders.

Date: Thursday, December 9, 2021
Time: 2:00 PM - 4:30 PM
Platform: Zoom

Click here
to register for this virtual event in Constant Contact!

This meeting is eligible for 3 CPE credits. Participants m
ust attend the entire virtual meeting and answer all 9 polling questions, which will be launched shortly before 4:30 PM, to receive credit.

Membership Update

Although the end of calendar year 2021 is approaching, we’ve already held 15 chapter events to date! In addition, there are still 15 chapter events planned in 2022 before the fiscal year end on June 30th. As previously communicated, the board of directors is committed to offering members more opportunities to connect, both virtual and in person, during fiscal year 2021-2022. Thus far, we’ve added two new members to the chapter: Bill Kocha and Liz Kallies. We’d like to extend a special note of thanks to members Nancy Schmidt and Ken Larsen respectively for their recruiting efforts.

Click here to read the full membership update.

Updated 2021 - 2022 FEI Program Schedules

Don't forget to add our 2022 events to your calendars!

Click here to view the latest version of our 2021-2022 Chapter Meeting Keynote Program Schedule. This document is also available on the home page under the Quick Links Section.

Click here to access the 2021-2022 Virtual Professional Program ScheduleThis document is also available on the home page under the Quick Links Section.

Special Features


A New Approach to Volatility: The Importance of Making Better Decisions

The global COVID-19 pandemic has exposed a stark reality for the global economy: The threats businesses face today are multi-faceted, complex and interconnected, and all require accelerated innovation as each decision can have a profound impact. More than 18 months since the global outbreak of COVID-19 – and a year out from our initial research – business leaders have emerged with a renewed confidence in the economy and a greater appetite to embrace calculated risks. They have also identified two critical needs: to be better informed – with greater access to data, analytics and modeling – and to be better advised – by experts who can deliver relevant insights and solutions.

The results of Aon’s research can be found at The Importance of Making Better Decisions | Aon

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 2021 Third Quarter Market Monitor.

von Briesen & Roper, s.c.

The Federal Vaccine Mandates Are Finally Here - What Employers Need to Know

POSTED BY: Audrey R. Merkel & John A. Rubin & Craig T. Papka & Robert J. Simandl

PLEASE NOTE: Following the issuance of this Legal Update the 5th Circuit Court of Appeals issued an Order to Stay the enforcement of the Occupational Safety and Health Administration’s November 5, 2021 Emergency Temporary Standard.

On November 4, 2021, the Occupational Safety and Health Administration (“OSHA”) and the Center for Medicare & Medicaid Services (“CMS”) issued regulations requiring covered employers to implement and enforce mandatory vaccination policies as a part of President Biden’s COVID-19 action plan. This Legal Update will provide a high-level overview of the new OSHA Emergency Temporary Standard (“ETS”) and the CMS interim final rule with comment period (“IFR”).

OSHA ETS - Applies to Private Sector Employers with 100 or More Employees
Covered employers must implement and enforce a mandatory COVID-19 vaccination policy under which employees may either become vaccinated, or undergo regular COVID-19 testing and wear a face covering. Exceptions for medical and sincerely held religious beliefs continue to apply.

Click here to read the entire article.

Weidert Group

Are you eager to understand the secrets to implementing effective Search Engine Optimization? Join Frank Isca, Strategist at Weidert Group, at the Demystifying Search Engine Optimization virtual event this winter!

Search Engine Optimization (SEO) plays an essential role in getting current and prospective customers to find you in their online searches. It’s a fluid concept in inbound marketing that demands commitment to understanding its variables if you want to stay ahead of the curve. With this webinar, you can gain insight into the current state of SEO while learning actionable tips to use with your own digital strategies.

Event Details
Wednesday, January 12, 2022
Noon - 1 p.m. CST
Virtual (link to be provided upon registration)

Click here to learn more and register for this event. 

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Contact email: Michelle Weiss