March/April 2022

March/April 2022

President's Message

Diversity & Inclusion Group (DIG) Update

We're excited to announce we've planned a Spring 2022 Networking Breakfast! Please join us at The River in Wrightstown for breakfast, coffee, tea, and great conversation on Tuesday, May 17th, from 7:45 - 9:00 AM.

Click here to register.

Update: The Spring 2022 Book Club is being rescheduled to Fall 2022. The group book will still be Atomic Habits by James Clear. Stay tuned for dates as our FY22-23 calendars are released later this summer.

Peer Group Update

FEI Members, join us on Wednesday, May 25th from 2:00 - 4:30 PM, for the next Peer Group meeting. The meeting will take place in person at Keller in Kaukauna. The agenda is anything that is important to you including employee benefits, business insurance, IT issues, working from home options, etc. Details and the registration link are included below:

Date: Wednesday, May 25, 2022
Time: 2:00 PM - 4:30 PM
Location: Keller | Kaukauna

Click here to register! This meeting is eligible for 3 CPE credits to those that attend the entire meeting in person and sign-in and out on the CPE attendance sheets. FEI Members may also participate via teleconference on 5/25 (which is not eligible for CPE credit).

Membership Update

Spring has almost sprung! We’re hoping this means we’ll see more of you in person or virtually at our events planned from March until year-end on June 30th! There are still 9 opportunities to join us as follows: 3 hybrid chapter meetings, 3 hour-long virtual professional development sessions, 1 Diversity & Inclusion (DIG) Group Networking Breakfast, 1 in-person Peer Group Meeting, and 1 member appreciation event. Registration is open for all 9 events; please click here to view them on the events page of our website.

Click here to read the complete membership update.

Member Appreciation Event Rescheduled

The postponed January 27th Member Appreciation Event has a new date and season! Please mark your calendars and reserve Thursday, June 16th, from 4:00 - 7:00 PM for the celebration at Pullman's Restaurant in Appleton.

Click here to register early. A formal announcement and registration reminder will be distributed in May. Thank you for your patience while we rescheduled this 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 Schedule. This document is also available on the home page under the Quick Links Section.

Special Features

CIBC Cleary Gull

CIBC Cleary Gull Foundry & Forging Newsletter Q1 2022
Experience and Expertise

The foundry industry is a sub-sector focus for CIBC Cleary Gull’s Investment Banking Team. Our group recently completed its 14th foundry and forging transaction since 2006. CIBC Cleary Gull also has an active foundry assignment scheduled for completion in 2022. We have extensive experience in the industry, including grey and ductile iron, aluminum, steel and stainless steel, and brass and bronze. We have worked with entrepreneurs, private equity-owned companies, and corporate divestitures. Our team has successfully navigated situations where current management plans range from immediate retirement at closing to a lengthy career in the industry. CIBC Cleary Gull repeatedly calls on over 250 manufacturing focused private equity firms and frequently interacts with relevant strategic buyers in the industry.

Click here to access the complete newsletter.

Francis Investment Counsel

Digital Assets & NFTs – New age investment vehicles gaining legitimacy

Blockchain, Bitcoin, Cryptocurrencies, and Non-Fungible Tokens (NFTs) are the new language of investing. Come along on a journey with Francis Investment Counsel’s research analytics team as they explain these new digital assets and discuss a simple framework for adding digital assets to your portfolio.

Access Investor’s Outlook here.

We’d love to discuss your organization’s plan!

Recent market volatility has plan sponsors and their participants concerned about their retirement plan. Times like this demand a strong partner to help you understand the current economic environment and how it might impact your plan. We’d welcome a discussion to make sure your plan is on-track for success. Contact Joseph Topp via phone (262-781-8950) or email (joseph.topp@francisinvco.com).

Gallagher

Our Town Hall Series continues in April on one of the most pressing topics of the year – mental health in the workplace. To prepare your organization for Mental Health Month in May, join this town hall on April 6 at 1:00 PM CT for the essentials. Our national wellbeing practice leaders will cover how organizational culture and communication impacts employee wellbeing, help you identify resources already in your benefit plans and provide actionable ideas to better support your talent year-round.

Join us by registering here: https://event.on24.com/wcc/r/3599424/2E49D32591AC62E0A6AE2B22C69AA00B?partnerref=OutlookEmail

Weidert Group

FEI Members are encouraged to attend Wisconsin’s premier marketing & sales conference, Experience Inbound. This full-day conference is focused on maximizing today’s most effective marketing and sales strategies and tactics.

Two Locations. Same Event. You Choose.

June 6, 2022 — American Family Field, Milwaukee

June 7, 2022 — Lambeau Field, Green Bay

Bonus: Register by the end of March to save $40 with the Early Bird discount.

Leading experts from around the country — live and in person! — are sharing results-driven strategies to grow your business.

Your ticket includes:

All keynotes and breakout sessions
Breakfast, lunch, refreshments, and networking hour
Access to presentation slides and video recordings of all sessions
Hands-on workshops on chatbotsand LinkedIn marketing/sales

Click here before March 31 to register!

Hosted by Weidert Group and Stream Creative