January/February 2022

President's Message

Diversity & Inclusion Group (DIG) Update

Our Spring Book Club selection is Atomic Habits by James Clear. We will hold group discussion meetings over the lunch hour during the months of April and May (1 CPE credit per session attended). We will also hold an in-person breakfast in April (pending the current COVID environment). Actual meeting dates will be scheduled soon.

To explore book purchase options, and learn more about the book and author, click here.

Peer Group Update

FEI Members are welcome to join us for the next Peer Group Meeting on March 10th. It will be offered in a virtual only format via Zoom. The agenda is yours!  Please submit topics important to you, which could include banking, insurance, pay increases, or accounting topics.

Date: Thursday, March 10, 2021
Time: 2:00 PM - 4:30 PM
Platform: Zoom

Click here
to register! 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

Our 2022 events are underway, and we’re looking forward to reconnecting in person at our first chapter meeting of the year on Thursday, February 17th! This hybrid meeting will be held at Rock Garden Conference Center in Green Bay. Join us in person or virtually via Zoom at this hybrid event.

Membership retention and recruitment is one of our biggest challenges since the arrival of the pandemic in early 2020. We need your referrals now more than ever! Our chapter has over 30 events planned this fiscal year. Some events are virtual only, others in-person only, and our chapter meetings offer both with a hybrid format. With these flexible event options, there are so many opportunities to learn, connect, and grow every year.

Click here to read the complete membership update.

Member Appreciation Event Postponed

Due to the increase in positive COVID cases nationally, and locally, the FEI Executive Committee decided to postpone our January 27, 2022, Member Appreciation Event until summer. The event will be held at Pullman's Restaurant from 4-7 PM, and a communication will be sent once the date is selected. Thank you for your patience as we reschedule this important event.

2021-2022 Program Schedules

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


Breaking PEP Barriers

Not ready to jump into a pooled employer plan (PEP) for your 401k benefits? Aon Global Chief Commercial Officer for Wealth Solutions Byron Beebe, and Senior Partner and Aon PEP Leader Rick Jones address the five most common barriers to making the change. Read more here: Breaking PEP Barriers (aon.com)

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 Fourth Quarter Market Monitor.


2022 Benefits Strategy & Benchmarking Survey As a member of Financial Executives International of Northeastern Wisconsin, we’re excited to offer members the opportunity to participate in Gallagher’s 2022 Benefits Strategy & Benchmarking Survey. The Benefits Strategy & Benchmarking Survey provides employers with insights and best practices for managing benefit costs while also attracting and retaining top talent. The survey covers everything from high-level questions about organizational priorities and benefit strategies to current and future tactics related to medical, pharmacy and dental benefits; employee wellbeing; retirement and more. The 2021 survey received responses from nearly 4,000 employers, making it one of the largest and most comprehensive surveys of its kind. Click here to participate and register for your unique survey link: http://ajg.com/2022NBS-FEINEW

Supervisor Development Webcasts – 45-60 minute webcasts centered on employee safety. Please see the attached PDF for the schedule and to register.

Cyber Webinars Probably the fastest changing topic we discuss with clients. Our January 19th webinar focused on the Top 2022 Cyber Risk predictions and can be replayed. The March 16th program is about Negotiating with a Hacker in an interactive presentation format. We are leaving the rest of the schedule open so we can adjust to timely topics as the environment changes. The following link will help you follow the schedule, register and view past topics. https://www.ajg.com/us/cyber-webinars/ 

Truity Partners

January 25, 2022 
For further information contact: 
Carver Smith, Vice President & Partner 
Office: (414) 777-5322 | Mobile: (414) 218-6591 

Truity Partners Name 5 New Owners
A Management Buy-Out of Baker Tilly Search and Staffing 

Milwaukee, Wisconsin - Truity Partners LLC. (formerly known as Baker Tilly Search & Staffing), announce 5 new partners of the firm. They are Joel Buffington as Vice President along with Directors Beth Colson, Katie Esteves, Bob Faulds and Lori Galston. The 5 join Laura Huggett, Kim Herlitzka and Carver Smith as owners.

  • Joel Buffington (Milwaukee) leads Truity Partners’ Temporary Staffing division for the Milwaukee and Chicago markets and has been with the team for the past 14 years. Joel is a graduate of the University of Wisconsin Stevens Point. 
  • Beth Colson (Milwaukee) is a CPA and has served on the team for the past 10 years. Beth has a master’s in accounting from Marquette University. 
  • Katie Esteves (Madison) is a graduate of the University of Virginia and has been a leader for the past 21 years. 
  • Lori Galston (Madison), a 26-year team member, leads the operations team. Lori is a graduate of Bradford Schools.  
  • Bob Faulds (Appleton) is a Ripon College graduate and has been with the team for the past 14 years. 

“The dedication and contribution of this group of directors to our clients and our team are incredible.  I am grateful to have them all as partners.”  said Truity Partners President Laura Huggett. 

Click here to read the entire press release.

von Briesen & Roper, s.c.

Environmental Update: The New ASTM E1527-21 Standard Practice for Phase | Environmental Site Assessments
by David P. Ruetz

In November 2021, the American Society for Testing and Materials (ASTM) approved a new standard practice (E1527-21) for conducting Phase I Environmental Site Assessments (ESAs), which modifies the previous ASTM Standard (E1527-13) used by environmental consultants in performing Phase I’s of real property.  The goal of an E1527 Phase I is to identify the documented or potential presence of hazardous substances regulated under CERCLA and/or petroleum products, known as a “Recognized Environmental Condition” (REC).    

Click here to read the entire article.

Weidert Group


Weidert Group, a full-service B2B inbound growth agency and Diamond Level HubSpot Partner, has been announced as the winner of the Business of the Year Award in the Small Employer Service category from the Fox Cities Chamber. This exceptional honor is one of the organization's 2021 Professional Leadership Awards and is a reflection of the business impact Weidert Group clients enjoy. During an uncertain year, the company’s clients were able to expect and receive consistent excellence on their inbound programs. 

This award and others will be presented at the inaugural Celebrate Fox Cities Annual Dinner on April 7, 2022. More information about Weidert Group and the awards can be found here.

Know someone looking to join an award-winning team? View open positions on our Web Development, Creative, and Client Services teams at weidert.com/careers.

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Contact email: Michelle Weiss michelle@mwcommunications.org