Financial Executives International of Eastern Wisconsin News

February 16, 2023 Chapter Meeting

Fri, 17 Feb 2023 14:45:53 GMT

Click here to view the professional development presentation slides from our February 16, 2023 Chapter Meeting featuring Megan Jerabek from von Briesen & Roper, s.c. Megan's presentation focused on Student Athletes in the Age of NIL: America's Newest Brand Ambassadors

There were no presentation slides to share from the keynote sports panel discussion.

February 8, 2023 Aon Virtual Presentation

Wed, 08 Feb 2023 20:15:00 GMT

Click here to watch the video recording from the 2/8/23 Aon Virtual Professional Development Session. Please enter the following passcode when prompted: CCw!Kvq7

Please click here if you'd like to access Chris Rafferty and Ana Vorobiova's slides. The title of their presentation was 2023 Intellectual Property Liability Insurance Overview.

January 18, 2023 Chapter Meeting

Thu, 19 Jan 2023 15:30:14 GMT

Click here to view the professional development presentation slides from our January 18, 2023 Chapter Meeting featuring Annie Eiden from Godfrey & Kahn, S.C.. Annie's presentation focused on a labor and employment legal update.

FEI was not given permission to distribute a copy of the keynote presentation slides from Ron Dunford & Chip Smoot of Schreiber Foods.

January 12, 2023 Gallagher Virtual Presentation

Thu, 12 Jan 2023 20:00:00 GMT

Click here to watch the video recording from the 1/12/23 Gallagher Virtual Professional Development Session. Please enter the following passcode when prompted: M.4Wg%@F

Please email Michelle Weiss if you'd like a copy of Josh Bergman and Lisa Metcalf's presentation, which was titled: 2023 Benefits, Legislative, and Financial Trends

January 11, 2023 Francis Investment Counsel Virtual Presentation

Wed, 11 Jan 2023 20:06:07 GMT

Click here to watch the video recording from the 1/11/23 Francis Investment Counsel Virtual Professional Development Session. Please enter the following passcode when prompted: tJN!xS2q

Click here if you'd like to view Joe Topp and Kevin Skow's presentation, which was titled: Quick Fixes and Upgrades for your 401(k)/403(b) Retirement Plan

FEI National: On-Demand Professional Development

Wed, 28 Dec 2022 22:03:35 GMT

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November 17, 2022 Chapter Meeting

Thu, 17 Nov 2022 22:30:00 GMT

Click here to view the keynote speaker presentation slides from Michael O'Reilly and Nels Quackenbush (Kohler). Their presentation was titled: Hosting the 2021 Ryder Cup – The Inside Scoop

Click here to see the professional development presentation slides from our November 17, 2022, Chapter Meeting featuring Greg Linnemanstons from Weidert Group. Greg's presentation was titled Winning the Battle for Talent: Make Inbound Recruiting Work for You!

November 9, 2022 Jefferson Wells Virtual Session

Wed, 09 Nov 2022 22:20:46 GMT

Click here to watch the video recording from the 11/9/22 Jefferson Wells Virtual Professional Development Session. Please enter the following passcode when prompted: W+1#3&L4

Click here if you'd like to view Tim Lietz's presentation, which was titled: Doing Things Right In These Challenging Times

November 3, 2022 Diversity & Inclusion Group (DIG) Breakfast Event

Thu, 03 Nov 2022 16:14:35 GMT

Click here to view the slides from the November 3, 2022 Diversity & Inclusion Group (DIG) Breakfast Event featuring Karen Lemke, President of Lemke Leadership. Karen's presentation focused on positive intelligence, and was titled: Building Mental Fitness: Your Key to Peak Performance, Healthy Relationships & Lasting Happiness

October 20, 2022 Chapter Meeting

Fri, 21 Oct 2022 12:19:56 GMT

Click here to access the professional development presentation slides from our September 20, 2022 Chapter Meeting featuring Bruce Lanser (UBS) and Marina Edwards (Marina Retirement). Their presentation was titled: Cyber Fraud in ERISA Plans. Below are additional documents referenced during Bruce and Marina's presentation.

Click here to view the slides from Alonzo Kelly's Keynote Presentation, which was titled: The Intersection of our Lived & Learned Experiences: Spaces Where Everyone Belongs. Below are supplemental handouts for your review:

October 12, 2022 BMO Virtual Presentation

Wed, 12 Oct 2022 19:12:13 GMT

Click here to watch the video recording from the 10/12/22 BMO Virtual Professional Development Session. Please enter the following passcode when prompted: a8MPFP.#

Click here if you'd like to view Meghann Crowe & Nicole Welch's presentation, which was titled: Bank Account Payment Integration & Process Automation

September 21, 2022 Chapter Meeting

Thu, 22 Sep 2022 14:00:00 GMT

Click here to access the professional development presentation slides from our September 21, 2022 Chapter Meeting featuring Eric Aronson and Chris Moss. Their presentation was titled Economic & Industry Market Outlook.

The Keynote Speaker, Steve Jones, was not recorded and did not provide the chapter permission to distribute a PDF copy of his presentation slides.

September 7, 2022 Grant Thornton Virtual Session

Wed, 07 Sep 2022 18:34:11 GMT

Click here to watch the video recording from the 9/7/22 Grant Thornton Virtual Professional Session. Please enter the following passcode when prompted: q2Pg&61^

Click here if you'd like to view John Friedman's presentation, which was titled: ESG: Evolution & Opportunities

2022-2023 FEI Program Schedules

Tue, 30 Aug 2022 21:37:48 GMT

The wait has ended, and our 2022-2023 program schedules are available! Please review our 20+ in-person and virtual offerings contained within two separate attachments and add these upcoming events to your calendars.

2022-2023 General Program Schedule

2022-2023 Virtual Professional Development Program Schedule

Have you seen FEI Daily?

Wed, 13 Jul 2022 19:41:03 GMT

FEI Daily delivers financial, business, and management news, and trends and strategies to help you work better, faster, and smarter. Their team of expert contributors offer analysis, tips, and insights into best practices and the changing regulatory landscape.

Click here to learn more and see fresh content daily!

May 12, 2022 Chapter Meeting

Fri, 13 May 2022 17:17:40 GMT

Click here to access the keynote presentation slides from our May 12, 2022 Chapter Meeting featuring Michael Pack and Tina Seashore of Oshkosh Corporation. Their presentation was titled Driving Accelerated Growth and focused on the intersection of finance and people.

The Zoom video recording will be edited by Weidert Group and added to the chapter's homepage, once ready.

April 21, 2022 Chapter Meeting

Fri, 22 Apr 2022 15:02:48 GMT

Click here to view the keynote presentation slides from our April 21, 2022 Chapter Meeting featuring Dr. Katherine Jeffery. Her presentation highlighted the generational shift and focused on how to engage all generations in the workforce.

The Zoom video recording was edited by Weidert Group was added to the chapter's homepage.

April 14, 2022 Wipfli Virtual Session

Thu, 14 Apr 2022 18:51:05 GMT

Click here to watch the video recording from the 4/14/22 Wipfli Virtual Professional Session. Please enter the following passcode, when prompted: $tDL@6T1

Click here if you'd like to view Jake Rohrer's presentation, which was titled: Industry 4.0

April 13, 2022 Mason Wells Virtual Session

Wed, 13 Apr 2022 19:09:54 GMT

Click here to view the recording from Mason Wells' 4/13/22 Virtual Professional Development Session. Please enter the following passcode, when prompted: a3kw&AQ%

Click here if you'd like to view Damon Thome's presentation titled: Case Studies in Private Equity and the Role of the CFO.

March 24, 2022 FEI Chapter Meeting - Keynote Video

Thu, 07 Apr 2022 18:18:21 GMT

Click here to view the keynote presentation slides from our March 24, 2022 Chapter Meeting featuring William Kocken. Will's presentation focused on servant leadership.

The Zoom video recording was edited by Weidert Group was added to the chapter's homepage.

March 17, 2022 BMO Virtual Session

Thu, 17 Mar 2022 16:58:10 GMT

Click here to watch the video recording from the 3/17/22 BMO Virtual Professional Session. Please enter the following passcode, when prompted: yMXL!A7r

Click here if you'd like to view Albert Yu's presentation, which was titled: Doing Business in China.

March 9, 2022 von Briesen & Roper, s.c. Virtual Session

Wed, 09 Mar 2022 19:47:54 GMT

Click here to view the recording from von Briesen & Roper's 3/9/22 Virtual Professional Development Session. Please enter the following passcode, when prompted: +&v43dNF

Click here if you'd like to view Tom Moniz & Adam Skarie's presentation titled: The Benefits of Establishing a Business Foundation for Charitable Giving.

Article: 10 Things Every Organization Can Do Right Now to Protect Themselves from State-Sponsored Foreign Attacks!

Fri, 25 Feb 2022 18:14:25 GMT

10 Things Every Organization Can Do Right Now to Protect Themselves from State-Sponsored Foreign Attacks!

by Mike Foster | February 23, 2022

Help protect your organization from attacks related to possible cyber-warfare. Ask your IT pros, in-house or outsourced, to:

If your network firewall supports blocking data traffic by country, restrict all connections from all non-essential countries. You might need to allow traffic from specific addresses if one of your providers has a data center in another country.
If you use Office 365, configure Conditional Access by Country to only accept users logging in from countries where your users will be when they access Office 365. You might need to upgrade your O365 license to enable conditional access by country.
Configure firewalls on your websites and web applications to only accept connections from countries where you do business. Before limiting countries, ask your web developers if they use tools hosted in other countries. You’ll need to allow connections from those specific companies; else, your web application might malfunction.
Block your users, in case they get fooled by a fraudulent email message, from accessing websites in countries and categories except those essential for business. When you configure web content filtering, you might be surprised to find out that some of the sites you use must connect to other countries to work correctly. Your team can allow those specific sites without enabling the entire country. Be careful not to overload your IT team with this recommendation.
If you haven’t already, be sure to implement multi-factor authentication for your VPN, Microsoft Office 365, your privileged user accounts, social media accounts including LinkedIn, and anywhere attackers could inflict damage if they gain access.

Click here to read the entire article.

February 17, 2022 Chapter Meeting

Fri, 18 Feb 2022 16:12:51 GMT

Click here to view the keynote presentation slides from our February 17, 2022 Chapter Meeting featuring Patti Habeck, President/CEO of Feeding America Eastern Wisconsin. Patti's presentation focused on the non profit's role in our economy.

The Zoom video recording was edited by Weidert Group was added to the chapter's homepage.

February 10, 2022 Francis Investment Counsel Virtual Session

Thu, 10 Feb 2022 19:42:50 GMT

Click here to watch the video recording from the 2/10/22 Francis Investment Counsel Virtual Professional Session. Please enter the following passcode, when prompted: %U6Yaz$P

Click here if you'd like to view Kelli Send's presentation, which was titled: Understanding Social Security Benefits.

February 9, 2022 ERC Counselors & Consultants Virtual Session

Wed, 09 Feb 2022 20:05:46 GMT

Click here to view the recording from ERC Counselors & Consultants 2/9/22 Virtual Professional Development Session. Please enter the following passcode, when prompted: 7&*J2BB3

Click here if you'd like to view the handouts from Steve Baue's presentation titled: Mental Health in the Workplace

January 13, 2022 Jefferson Wells Virtual Session

Thu, 13 Jan 2022 19:55:38 GMT

Click here to view the recording from the 1/13/22 Virtual Professional Development Session presented by Jefferson Wells. Please enter the following passcode, when prompted: &F4z^$=H

Click here if you'd like to view the slide deck from Tim Lietz's presentation titled: Auditing Corporate Culture

January 12, 2022 Weidert Group Virtual Session

Wed, 12 Jan 2022 20:53:13 GMT

Click here to view the recording from Weidert Group's 1/12/22 Virtual Professional Development Session. Please enter the following passcode, when prompted: XK+f0FRb

Click here if you'd like to view the slide deck from Frank Isca's presentation titled: Demystifying Search Engine Optimization

November 18, 2021 Chapter Meeting

Tue, 30 Nov 2021 17:45:30 GMT

Click here to watch the video recording from our November 18, 2021 Chapter Meeting featuring Kurt Bauer, President & CEO of Wisconsin Manufacturers & Commerce (WMC). Kurt focused his presentation on The State of the Wisconsin Economy.

The Zoom video recording was edited by Weidert Group was added to the chapter's homepage.

November 11, 2021 CLA Virtual Session

Thu, 11 Nov 2021 19:45:55 GMT

Click here to watch the video recording from the 11/11/21 CLA Virtual Professional Development Session from 12:00 PM - 1:00 PM. Please enter the following passcode, when prompted: 2tq5j&H1

Click here if you'd like to view the slide deck from Lisa Horn's Presentation titled: Owner/Business Transition - Focus on Family & Personal Dynamics

November 10, 2021 Rise Leadership Virtual Session

Wed, 10 Nov 2021 20:08:25 GMT

Click here to watch the video recording from the 11/10/21 Rise Leadership Virtual Professional Development Session from 12:00 PM - 1:00 PM. Please enter the following passcode, when prompted: 3DzMZ$+V

Click here if you'd like to view the slide deck from Ben Fauske's Presentation titled: Authentic Confidence.

October 20, 2021 Chapter Meeting

Mon, 01 Nov 2021 16:25:22 GMT

Click here to view the video recording from our October 20, 2021 Chapter Meeting featuring Nathan Mueller, Fraud & Ethics Speaker. Nathan's presentation was titled: Lessons from an $8.5 Million Fraud.

The Zoom video recording was edited by Weidert Group was added to the chapter's homepage.

October 14, 2021 Associated Bank Virtual Panel Discussion

Thu, 14 Oct 2021 18:16:39 GMT

Click here to watch the video recording on demand from the 10/14/21 Virtual Panel Discussion from 12:00 PM - 1:00 PM. The topic focused on Work Options Resulting from the COVID Pandemic. Please enter the following passcode, when prompted: +P.V2&e4

October 1, 2021 Gallagher, Godfrey & Kahn, & Wipfli Panel Discussion

Fri, 01 Oct 2021 19:00:49 GMT

Click here to watch the video recording on demand from the 10/1/21 Virtual Panel Discussion from 12:00 PM - 1:00 PM. Please enter the following passcode, when prompted: v0.2vsK#

Click here if you'd like to view the slide deck from the panel discussion, which was titled: Cyber Attack Simulation: We’ve Been Hacked! Now What? Also available for reference is the following document:

Click here to view Gallagher's State of the Cyber Market Slides

September 23, 2021 Chapter Meeting

Fri, 24 Sep 2021 16:31:52 GMT

Click here to view the presentation from Keynote Speaker, UW-Green Bay Chancellor Michael Alexander. His presentation focused on Realizing the Future of Higher Education.

The Zoom video recording was edited by Weidert Group was added to the chapter's homepage.

September 16, 2021 Aon Virtual Session

Thu, 16 Sep 2021 18:36:48 GMT

Click here to watch the video recording on demand from the 9/16/21 Aon Virtual Professional Development Session from 12:00 PM - 1:00 PM. Please enter the following passcode, when prompted: y3Pzf#@D

Click here if you'd like to view the slide deck from Aon's Presentation titled: The Evolution of Retirement Plans. Also available for reference are three additional documents referenced during Josh's presentation:

Click here to view Aon's Client Alert on Excessive Fee Litigation
Click here to read Aon's Client Alert on Fiduciary Liability Trends
Click here to see Aon's whitepaper on Pooled Employer Plans.

May 19, 2021 Virtual Career Development Seminar

Wed, 19 May 2021 18:46:04 GMT

Click here to watch the video recording from the 2021 Career Development Seminar. Sessions 1 & 3 were recorded. Please enter the following passcode, when prompted: 37B2@Rc9

April 28, 2021 Baker Tilly Virtual Session

Wed, 28 Apr 2021 21:47:42 GMT

Click here to watch the video recording on demand from the 4/28/21 Baker Tilly Virtual Professional Development Session from 12:00 PM - 1:00 PM. Please enter the following passcode, when prompted: FFK35?#^

Click here if you'd like to view the slide deck from Jonathan Marks' Presentation titled: Ethics & Management Overconfidence.

2021 FEI Academic Achievement Awards

Fri, 23 Apr 2021 18:10:09 GMT

The 2021 Academic Achievement Awards were presented on Thursday, April 22, 2021, in conjunction with our April Chapter Meeting at Rockwood Terrace in Green Bay, WI.

Click on the link below to watch the 2021 Academic Achievement Awards Video:

https://www.youtube.com/watch?v=eJx3ZufdQ2Y&t=2s

April 22, 2021 Chapter Meeting

Fri, 23 Apr 2021 16:03:50 GMT

Click here to view the presentation from Keynote Speaker, Craig Dickman, Managing Director of TitletownTech. Craig's presentation focused on Collaborative Innovation and Venture Creation.

To watch the video recording of Craig Dickman's presentation, please click on the link below:

https://www.youtube.com/watch?v=S4wz_19Z_qU

April 13, 2021 Mason Wells Virtual Session

Tue, 13 Apr 2021 19:22:00 GMT

Click here to watch the video recording on demand from the 4/13/21 Mason Wells Virtual Professional Development Session from 12:00 PM - 1:00 PM. Please enter the following passcode, when prompted: 4beL?W+0

Click here if you'd like to view the slide deck from Jay Radtke & Damon Thome's Presentation titled: What to Expect in the First Year Under Private Equity Ownership

March 25, 2021 FEI Chapter Meeting

Fri, 26 Mar 2021 14:33:20 GMT

Click here to view the presentation from Keynote Speaker, Vince Shiely, Partner at Lubar & Co. The title of Vince's presentation was Achieving Success in Life & Business.

This event was livestreamed, but no video was recorded due to Vince's request. As a result, there is no edited video to share in conjunction with this event.

March 17, 2021 von Briesen & Roper, s.c. Virtual Panel Discussion

Wed, 17 Mar 2021 19:21:06 GMT

Click here to watch the video recording on demand from the 3/17/21 von Briesen Virtual Panel Discussion from 12:00 - 1:00 PM. Please enter the following passcode, if prompted: UcH=Ca9X

Click here if you'd like to view the slides from von Briesen's panel discussion titled: Coming U-Turns in Tax Labor (Unions) & Securities (M&A)

March 16, 2021 Godfrey & Kahn Virtual Session

Tue, 16 Mar 2021 18:58:05 GMT

Click here to watch the video recording on demand from the 3/16/21 Godfrey & Kahn Virtual Professional Development Session from 12:00 PM - 1:00 PM. Please enter the following passcode, if prompted: cu*x51r*

Click here if you'd like to view the slide deck from Annie Eiden's Presentation titled: A Primer on COVID-19 in the Workplace for Financial Professionals

February 23, 2021 FEI Chapter Meeting

Wed, 24 Feb 2021 14:48:53 GMT

Click here to view the presentation from Keynote Speaker, Jen Leary, CEO of CliftonLarsonAllen (CLA). The title of Jen's presentation was Culture Driven Results

To watch the video recording of Jen Leary's presentation, please click on the link below:

https://www.youtube.com/watch?v=P24T5hu23L8

February 18, 2021 Francis Investment Counsel Virtual Session

Thu, 18 Feb 2021 19:44:03 GMT

Click here to watch the video recording on demand from the 2/28/21 Francis Investment Counsel Virtual Professional Development Session from 11:00 AM - 12:00 PM. Please enter the following passcode, if prompted: n5j5=%o?

Click here if you'd like to view the slide deck from Ed McIlveen's Presentation titled: King of the Hill

February 16, 2021 Wipfli Virtual Professional Development Session

Tue, 16 Feb 2021 20:14:29 GMT

Click here to watch the video recording on demand from the 2/16/21 Wipfli Virtual Professional Development Session from 12:00 - 1:00 PM. Please enter the following passcode, if prompted: FG3t2^ed

Click here if you'd like to view the slide deck from Matt Gelb & Brett Polglaze's Presentation titled: Dashboards & Data Visualization - Harnessing Data to Drive Business Decisions

January 19, 2021 FEI Chapter Meeting

Wed, 20 Jan 2021 14:41:59 GMT

Click here to view the presentation from Keynote Speaker, Mark Eppli, PhD, Director at the Graaskamp Center for Real Estate Wisconsin Business School at UW Madison. The title of Mark's presentation was What Next? The Post-COVID Economy & Real Estate Market Forecast

The video recording can be accessed by clicking here, or visiting the website homepage underneath the featured content section.

January 13, 2021 Weidert Group Virtual Professional Development Session

Wed, 13 Jan 2021 19:45:00 GMT

Click here to watch the video recording on demand from the 1/13/21 Weidert Group Virtual Professional Development Marketing Flywheel Session from 12:00 - 1:00 PM. Please enter the following passcode, if prompted: ?!P6CXf!

Click here if you'd like to view the slide deck from Greg Linnemanston's Presentation Titled: Embrace the Flywheel to Maximize Business Growth & Customer Loyalty.

January 12, 2021 Innova Technologies Virtual Professional Development Session

Tue, 12 Jan 2021 20:07:00 GMT

Click here to watch the video recording on demand from the 1/12/21 Innova Technologies Virtual Business Email Compromise Session from 12:00 - 1:00 PM. Please enter the following passcode, if prompted: ?PbsN5%N

Click here if you'd like to view the PDF version of Jeremiah School's Presentation Titled: Reducing Your Risk of Email Compromise by 90%.

You can also click here to view the 15 Ways To Protect Your Business From A Cyber Attack document that Jeremiah shared during his presentation.

November 18, 2020 FEI Chapter Meeting

Thu, 19 Nov 2020 15:19:27 GMT

Click here to view the presentation from Keynote Speaker, Jim Dietsche, Executive Vice President & CFO at Bellin Health System. Jim's presentation was focused on the topic of Co-Existing with COVID.

The video recording can be accessed by clicking here, or on our website homepage underneath the featured content section.

November 12, 2020 BMO Virtual Professional Development Session

Thu, 12 Nov 2020 20:48:02 GMT

Click here to watch the video recording on demand from the 11/12/20 BMO Virtual Professional Development Economics Session from 12:00 - 1:00 PM. Please enter the following passcode, if prompted: ER*KXc%7

Click here if you'd like to view the slide deck from Michael Gregory's Presentation Titled: Economic Outlook: From Post-Election to Post-Pandemic.

November 11, 2020 CLA Virtual Professional Development Session

Wed, 11 Nov 2020 19:35:30 GMT

Click here to watch the video recording on demand from the 11/11/20 CLA Virtual Professional Development Ethics Session from 12:00 - 1:00 PM. Please enter the following passcode, if prompted: 1P*t!18&

Click here if you'd like to view the slide deck from Kim Boyle's Presentation Titled: Making Ethical Decisions.

October 22, 2020 FEI Chapter Meeting

Fri, 23 Oct 2020 18:40:38 GMT

Click here to view the presentation from Keynote Speaker, Bob Atwell, CEO & Chairman of Nicolet National Bank. Bob's presentation title was People, Money & Work.

To view the video recording of Bob Atwell's presentation, please click on the link below:

https://www.youtube.com/watch?v=yy7dZG_UGaM

October 14, 2020 Baker Tilly Virtual Panel Discussion

Wed, 14 Oct 2020 19:34:00 GMT

Click here to view the panel discussion presentation in PDF format. The discussion topic was Succession Planning & Talent Management. It was moderated by Laura Cataldo, Senior Manager at Baker Tilly. The panelists were Mary McNevin, Director of Talent Management at U.S. Venture, and Patty Van Ryzin, Vice President of Human Resources.

October 13, 2020 Jefferson Wells Virtual Professional Development Session

Wed, 14 Oct 2020 02:16:00 GMT

Click here to watch the video recording on demand from the 10/13/20 Jefferson Wells Virtual Professional Development Session from 12:00 - 1:00 PM. Please enter the following passcode, if prompted: E&x1h4uC

Click here if you'd like to view the slide deck from Jefferson Wells and U.S. Venture's presentation titled: Preparing for Robotic Process Automation (RPA): What You Need to Know.

The featured speakers were Jeffrey Butler - Regional Practice Director, Risk & Compliance at Jefferson Wells, and Angela Schuchart - Director of Finance, Shared Services at U.S. Venture.

September 22, 2020 FEI Chapter Meeting

Tue, 29 Sep 2020 18:23:10 GMT

Click here to view the joint presentation from Keynote Speakers, Mary Goggans (President) and Myriah Farrell (VP of Human Resources) of Encapsys. Their session focused on the topic of Working Through a Pandemic & What We Learned for Next Time.

To view the video recording of Mary & Myriah's presentation, please click on the link below:

https://www.youtube.com/watch?v=T5llRZ7nWF0&t=13s

September 17, 2020 Aon Virtual Panel Discussion

Thu, 17 Sep 2020 18:27:25 GMT

Click here to watch Aon's virtual Zoom presentation. It provided a panel discussion market update surrounding the topic of property & casualty insurance. The passcode to view it is: wuR6fB+&

Also, below are links to the supplemental presentation documents provided by Aon.

Click here to open the Aon Client Alert - Private Company and Nonprofit Organization Exposures and Trends document.

Click here to view the COVID-19: U.S. Workers’ Compensation FAQs document.

Click here to read the Middle Market Rate Change Q2 2020 Results and Q3 2020 Trends document.

September 16, 2020 Grant Thornton Virtual Professional Development Session

Wed, 16 Sep 2020 21:34:21 GMT

Click here to watch Grant Thornton's virtual Zoom presentation and enter the following passcode if prompted: s0k#J@&N .

This presentation focused on the topic of Supply Chain Trends – Revisiting, Reshoring, & Reinvention, and was presented by Jonathan Eaton, National Supply Chain Practice Leader.

Click here if you'd like to view the slide deck from Jonathan's presentation.

August 25, 2020 Diversity & Inclusion Group Webinar: Cutting-edge Practices for Strengthening Your Corporate Women’s Network

Thu, 27 Aug 2020 16:41:11 GMT

Click here to watch the June 30, 2020 Webinar on YouTube.

Please click here to view the webinar discussion points via SlideShare.

June 30, 2020 Diversity & Inclusion Webinar: Mobilize Your Support Network

Wed, 01 Jul 2020 18:03:19 GMT

Click here to watch the June 30, 2020 Webinar on YouTube.

Please click here to view the webinar discussion points via SlideShare.

May 14, 2020 FEI Career Development Webinar Event Summary & Recording

Fri, 15 May 2020 14:27:51 GMT

2020 Event Sponsors

We're excited to report our chapter held its first webinar event: the 2020 Career Development Webinar! We'd like to thank all the presenters and provide a link to the webinar recording and password for you to watch at your leisure.

Link:

https://us02web.zoom.us/rec/play/u5csIe78-Ds3TNaVuASDAfF5W43ueq-s0nUX__AEmh6wBSFXOlP3MuMbarPvT0KxHOAFLTgcYdj1QTPx?continueMode=true

Password:
1J=6QG^=

Enjoy!

May 14, 2020 FEI Career Development Webinar Presentations

Thu, 14 May 2020 18:00:16 GMT

Click here to view the presentation from session 1, featuring Matt Borchardt and Chris Handrick (CLA).

Click here to see the presentation from session 2, featuring Kate Brown, Deron Kling & Jared Papador (all from Wipfli).

Click here to view the presentation from session 3, featuring Larry Kaufman (Experis Finance). Click here to see LinkedIn Best Practices for FEI Members During and After Physical Distancing.

April 28, 2020 Diversity & Inclusion Webinar: Amplify Your Accomplishments

Wed, 29 Apr 2020 18:17:34 GMT

Click here to watch the April 28, 2020 Webinar on YouTube.

Please click here to view the webinar discussion points via SlideShare.

4/29 & 4/30 FEI National CPE Accredited Webinars!

Tue, 28 Apr 2020 13:41:26 GMT

FEI offers Members 90+ complimentary CPE accredited webinars, including those below,
each year.

The COVID-19 pandemic has created havoc for employers as they try to stay on top of new developments and protect their business and employees. During this webinar, Peter L. Frattarelli, Chair of Archer & Greiner’s Labor & Employment Department will discuss the latest issues facing employers in the COVID-19 crisis.

Discover the key communication principles and behaviors every leader should live by to effectively lead their teams through today’s unique challenges from Michelle McDermott and Jessica Lee of CRA, Inc., a boutique consulting firm specializing in leadership and strategic communication.

Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

February 25, 2020 Diversity & Inclusion Webinar: Reimagine Your Leadership Brand

Wed, 26 Feb 2020 20:14:06 GMT

Click here to watch the February 25, 2020 Webinar on YouTube. Please click here to view the webinar discussion points via SlideShare.

If you are interested in seeing the 100 leadership qualities from the presentation click here! Also included are the 100 leadership brand statements.

February 18, 2020 Chapter Meeting Presentations

Wed, 19 Feb 2020 14:44:40 GMT

Click here to view Francis Investment Counsel's presentation, which focused on immediate improvements to 401(k) & 403(b) plans.

Click here to see Innova Technologies' presentation on the topic of cybersecurity in 2020.

The presentation for keynote speaker, Cathie Tierney, is proprietary and cannot be shared electronically.

January 21, 2020 Chapter Meeting Presentations

Tue, 21 Jan 2020 23:37:52 GMT

Click here to see Grant Thornton's presentation, which focused on estate planning.

Click here to view Francis Investment Counsel's presentation on the topic of financial planning.

Harry Sydney did not feature a PowerPoint Presentation for his keynote session so no files are available to post.

December 3, 2019 Diversity & Inclusion Webinar: Ask a Leader Anything

Wed, 04 Dec 2019 20:25:40 GMT

Click here to view the December 3, 2019 Webinar on YouTube.

Please click here to view the webinar discussion points via SlideShare.

October 29, 2019 Diversity & Inclusion Webinar: 6 Ways to Develop a Change Leader Mindset

Wed, 30 Oct 2019 19:00:00 GMT

Click here to view the October 29, 2019 Webinar on YouTube.

Please click here to view the webinar discussion points via SlideShare.

October 24, 2019 Chapter Meeting Presentations

Fri, 25 Oct 2019 02:59:30 GMT

Unfortunately, the U.S. Market Outlook presentation given by Keynote Speaker, Brian Belski (Chief Investment Strategist of BMO Capital Markets Corp.) could not be posted to our website.

Click here to see Aon's presentation, which provided an overview of the current property and casualty market.

Click here to view Associated Bank's presentation titled Banking in 2020: The View from Here.

September 25, 2019 Chapter Meeting Presentations

Thu, 26 Sep 2019 14:02:17 GMT

Click here to see Michael S. Seaver's presentation titled The Pain-to-Purpose Journey

Click here to view CliftonLarsonAllen's presentation titled Today’s Cybersecurity Risks – 10 Ways to Lose Everything

Click here to see Wipfli's presentation titled Current Hot Issues in M&A Transactions.

September 17, 2019 FUSION Event Resources

Thu, 19 Sep 2019 17:09:47 GMT

Please click here to view a message from featured speaker, Connie Podesta, download her latest book titled 10 Things to Quit Now to be More Successful, and view other resources and book offerings.

August 20, 2019 Diversity & Inclusion Webinar: The Leadership Pipeline

Wed, 21 Aug 2019 18:30:11 GMT

Click here to view the August 20, 2019 Webinar on YouTube.

Please click here to view the webinar discussion points via SlideShare.

June 25, 2019 Diversity & Inclusion Webinar: The Juggle

Wed, 26 Jun 2019 18:56:43 GMT

Click here to view the June 25, 2019 Webinar on YouTube.

Please click here to view the webinar discussion points via SlideShare.

May 15, 2019 Career Skills Enhancement Seminar Presentations & Handouts

Thu, 16 May 2019 14:43:24 GMT

Click here to view the presentation from session 1, featuring Cory Wendt (Baker Tilly).

Click here to see the presentation from session 2, featuring Brad Collard & Jared Papador (Wipfli).

Click here to read the LinkedIn Keywords Worksheet, and click here to view the LinkedIn Communication Templates from session 3, featuring Wayne Breitbarth (Power Formula LLC).

Click here to view the presentation from session 4, featuring Jessica Jolly (Excel and Flourish).

April 23, 2019 Diversity & Inclusion Webinar: The New Rules of Teamwork

Wed, 24 Apr 2019 18:22:54 GMT

Click here to view the April 23, 2019 Webinar on YouTube.

Please click here to view the webinar discussion points via SlideShare.

April 16, 2019 Chapter Meeting & Academic Achievement Awards Highlights

Mon, 22 Apr 2019 16:10:41 GMT

Take a look at the summary video from our April chapter meeting held at Bridgewood Conference Center in Neenah (courtesy of Weidert Group)!

https://weidertgroup.wistia.com/medias/0suyqvigzv

April 16, 2019 Chapter Meeting Presentations

Wed, 17 Apr 2019 13:00:00 GMT

Click here to view Retired Major General Anderson's presentation titled Thoughts on Leadership From Someone Who Has Done a Few Laps Around the Track

Click here to see Valuation Research Corporation's presentation titled Maximizing Your Company's Value

Click here to view the Sale Process Panel Discussion presented by Cleary Gull, Godfrey & Kahn and Mason Wells.

March 19, 2019 Chapter Meeting Presentations

Thu, 21 Mar 2019 01:58:43 GMT

Click here to view Mark Hogan's presentation titled Economic Development Update For The State Of Wisconsin

Click here to view Aon's Presentation titled Are Your Employees Ready for Retirement?

Click here to see Associated Benefits Risk & Consulting Presentation titled Data Analytics - How to Use Analytics to Drive Decisions

February 26, 2019 Diversity & Inclusion Group Webinar: Ready to Stretch?

Wed, 27 Feb 2019 22:44:45 GMT

Click here to view the February 26, 2019 Webinar on YouTube.

Please click here to view the webinar discussion points via SlideShare.

February 18, 2019 Chapter Meeting Presentations

Tue, 19 Feb 2019 15:41:09 GMT

Click here to see Peter Feigin's presentation titled Managing Transformation.

Click here to view Wipfli's Presentation titled Introduction to Blockchain.

Click here to see Francis Investment Counsel's Presentation titled Maximizing Social Security Benefits.

January 17, 2019 Chapter Meeting Presentations

Fri, 18 Jan 2019 16:40:23 GMT

Click here to view Grant Thornton's Presentation titled Defined Contribution and Defined Benefit Plans: Have you Considered Everything?

Click here to see Innova Technologies' Presentation titled Personal Cybersecurity: The Basic Principles.

Click here to review the Riverview Gardens Presentation.

Due to proprietary reasons, we are unable to post John Schmidt's Keynote Presentation titled Corporate Giving at U.S. Venture.

December 4, 2018 Diversity Group Webinar: 7 Steps to Becoming a Thought Leader

Thu, 06 Dec 2018 00:19:09 GMT

Click here to view the December 4, 2018 Webinar on YouTube.

Please click here to view the webinar discussion points via SlideShare.

November 27, 2018 Chapter Meeting Presentations

Wed, 28 Nov 2018 18:04:12 GMT

Click here to review the Godfrey & Kahn presentation featuring labor and employment law updates.

Click here to view the panel discussion summary surrounding the best practices in hiring and retaining talent (presented by Baker Tilly Search & Staffing, Experis & Weidert Group).

Due to proprietary reasons, we are unable to post Wilson Jones' keynote presentation titled Oshkosh Corporation’s People First Journey at this time.

October 30, 2018 Diversity Group Webinar: The Art of the Ask

Wed, 31 Oct 2018 06:34:36 GMT

Click here to view the October 30, 2018 Webinar on YouTube.

Please click here to view the webinar discussion points via SlideShare.

October 17, 2018 Chapter Meeting Video Highlights

Tue, 23 Oct 2018 16:45:17 GMT

Check out the event highlights from our October chapter meeting held at Acuity Insurance in Sheboygan (courtesy of Weidert Group)!

https://weidertgroup.wistia.com/medias/l0rkhoav2w

October 17, 2018 Chapter Meeting Presentations

Thu, 18 Oct 2018 15:33:29 GMT

Click here to read Wipfli's Presentation titled Individual Estate and Financial Planning After Tax Reform.

Click here to view Schenck's Presentation from Ron Altenburg on Estate

Planning.

Click here to see Schenck's Presentation from Dave Isaacson on the

Economic Impact of Tax Reform.

September 11, 2018 Chapter Meeting Presentations

Wed, 12 Sep 2018 17:52:53 GMT

Click here to view Jan Allman's Keynote Presentation on Servant Leadership

Click here to see Associated Bank's Presentation: Life After LIBOR

Click here to read von Briesen's Presentation: Getting What You Want Using Proven Negotiation Strategies and Tactics; It's All About Process

August 21, 2018 Webinar: How to Sponsor Others

Wed, 22 Aug 2018 19:17:40 GMT

Click here to view the webinar recording on YouTube.

Click here to see the slides on LinkedIn SlideShare.

June 19, 2018 Diversity Group Webinar: The F Word: Failure

Wed, 20 Jun 2018 23:47:47 GMT

Click here to view the June 19, 2018 Webinar on YouTube.

Please click here to view the webinar discussion points via SlideShare.

This webinar was hosted by BMO and took place in Green Bay, WI.

April 18, 2018 Chapter Meeting Presentations

Thu, 19 Apr 2018 14:26:05 GMT

Click here to view Tim Toepel's Featured Speaker Presentation: Epic - With the Patient at the Heart

Click here to see Aon's Presentation: Risk Maturity Index

Click here to read Mason Well's Presentation: Ownership Dynamics of Different Types of Companies - Panel Discussion

April 17, 2018 Diversity Group Webinar: 8 Ways to Transform from a Manager into a Leader

Wed, 18 Apr 2018 21:43:27 GMT

Click here to view the April 17, 2018 Webinar on YouTube.

Please click here to view the webinar discussion points via SlideShare.

This webinar was hosted by Experis Finance and took place in Appleton, WI.

March 20, 2018 Chapter Meeting Presentations

Wed, 21 Mar 2018 12:16:44 GMT

Click here to view John McHugh's Featured Speaker Presentation: Great Workplace Culture

Click here to see Schenck's Personal Development Presentation: Winning by Connecting Goals to Vision

February 20, 2018 Webinar: Speak Up & Lead

Wed, 21 Feb 2018 19:14:22 GMT

Click here to view the recording of the 2/20/18 Speak Up & Lead Webinar on YouTube.

Please click here to view the webinar discussion points via SlideShare.

We would like to extend our gratitude to Godfrey & Kahn for their willingness to host this webinar in their Appleton Office. Unfortunately, due to inclement weather the webinar was cancelled.

January 23, 2018 Chapter Meeting Presentations

Wed, 24 Jan 2018 15:23:43 GMT

Click here to view Tim Bergstrom's Featured Speaker Presentation: Driven to Deliver.

Click here to see Grant Thornton's Personal Development Presentation: Tax reform is finally here. What now?

Click here to review Baker Tilly's Personal Development Presentation: Thriving in uncertain times: Strategies for international growth under U.S. trade policy

December 12, 2017 Webinar: Leading Boldly

Wed, 13 Dec 2017 19:25:54 GMT

Click here to view the December 12, 2017 Webinar on YouTube.

Please click here to view the webinar discussion points via SlideShare. The webinar was hosted by Associated Bank and took place in Green Bay, WI.

November 30, 2017 Chapter Meeting Presentations

Fri, 01 Dec 2017 15:50:52 GMT

Click here to view the LinkedIn Presentation from Larry Kaufman of Experis Finance.

Click here to download the keynote presentation featuring Richard Resch.

October 31, 2017 Webinar: Lead From Where You Are

Tue, 31 Oct 2017 17:29:29 GMT

Click here to view the October 31, 2017 Webinar on YouTube.

Please click here to view the webinar discussion points. The webinar was hosted by von Briesen and took place in Appleton, WI.

October 19, 2017 Chapter Meeting Presentations

Fri, 20 Oct 2017 13:06:57 GMT

Click here to see von Briesen's professional development presentation: The Current Landscape of Fraud & Abuse Liability for Financial Executives

Click here to review BMO's professional development presentation: Buy/Sell/Hold: Evaluating Strategic Alternatives

September 12, 2017 Chapter Meeting Presentations

Tue, 12 Sep 2017 22:00:00 GMT

Click here to review Cleary Gull's professional development presentation, featuring an M & A Market Update.

Click here to open Wipfli's professional development presentation focusing on Revenue Recognition & Lease Accounting.

August 29, 2017 Diversity Group Webinar: A Purpose-Driven Leadership Brand

Wed, 30 Aug 2017 18:15:31 GMT

Click here to view the August 29, 2017 Webinar Recording available on YouTube.

Please click here to view the webinar slides via Slideshare. The webinar was hosted by Baker Tilly and took place in Appleton, WI.

Also, following are the assessments recommended by Featured Guest Speaker, Dr. Cindy Pace:

• Values in Action (free) www.viacharacter.org
• StrengthsFinder 2.0 (included with book purchase) https://www.amazon.com/StrengthsFinder-2-0-Tom-Rath/dp/159562015X/

June 27, 2017 Career Development Workshop: StrengthsFinder®

Tue, 27 Jun 2017 14:35:35 GMT

Click here to view the complete Strengthsfinder Workshop, presented and facilitated by Regina Kramer of Winsight Coaching at the Fox Valley Technical College (FVTC) Bordini Center in Appleton.

Following are some photos from the workshop:

June 20, 2017 Diversity Group Webinar: Breaking The Rules

Wed, 21 Jun 2017 18:00:00 GMT

Click here to view the June 20, 2017 Webinar Recording available on YouTube.

Please click here to view the webinar slides via Slideshare. The webinar was hosted by Wipfli and took place in Appleton, WI.

April 18, 2017 Chapter Meeting Presentations

Wed, 19 Apr 2017 03:56:06 GMT

Click here to review Associated Bank's professional development presentation, titled 2017 Economic Outlook & Capital Markets Overview.

Click here to open Weidert Group's professional development presentation, titled Selling Inbound Marketing to the CFO: Making a Case you Can't Refuse!

April 18, 2017 Diversity Group Webinar: Leading a High-Performance Culture

Tue, 18 Apr 2017 19:00:00 GMT

Click here to view the April 18, 2017 Webinar Recording available on YouTube.

Please click here to view the webinar slides via Slideshare. The webinar focused on leading a high performance culture and was hosted by Aon Risk Services in Green Bay.

February 21, 2017 Chapter Meeting Presentation

Wed, 22 Feb 2017 03:57:18 GMT

Click here to review the Business Ethics Panel Discussion presented by Godfrey & Kahn and Wipfli.

February 21, 2017 Diversity Group Webinar: Creating an Opportunity-Driven Career

Tue, 21 Feb 2017 20:59:49 GMT

Please click here to listen to the 2/21/17 Webinar Presentation titled Creating an Opportunity-Driven Career. The event was held at Schenck's Appleton Office.

Click here to view the slides from the webinar and click here to view the discussion questions.

Want to be a better leader?

Tue, 07 Feb 2017 15:20:33 GMT

Need inspiration? Click here to read the Inc. Article: 9 Best TED Talks to Help You Become a Better Leader.

New North News: Oshkosh Amplifies Marriage with Aviation

Tue, 31 Jan 2017 17:28:57 GMT

New North Inc. would like to thank Lindquist Machine Corporation for their support as a contributing level investor in 2017.

To learn more about Lindquist Machine Corporation, click HERE.

Promote the Regional Brand

Oshkosh amplifies marriage with aviation

Oshkosh Northwestern

Aviation has been Oshkosh's top selling point for years, and as the city continues to shape its identity, they remain steady in their efforts to use the aviation cluster as a lead-off for marketing.

Read More

Promote the Regional Brand

NEW Zoo proposes multi-million dollar expansion
Green Bay Press-Gazette

The NEW Zoo unveiled a multi-million dollar expansion plan that includes a water park, camping areas and a new Eurasia exhibit. They envision a year round attraction that will bring in more return visits due to increased variety of activities.

Read More

New North Vision
To be recognized as nationally and globally competitive for job growth while maintaining a superior quality of life.

New North Mission
To harness and promote the region's resources, talents and creativity for the purposes of sustaining and growing our regional economy. This will be accomplished with broad-based collaborations, effective regional and external marketing and a focus on new capital investment and quality jobs.

Don't miss out! To make sure you continue to receive our daily news briefings, please adds our email address to your address or safe-sender list.

January 19, 2017 Chapter Meeting Presentation

Fri, 20 Jan 2017 17:21:50 GMT

Please click here to access the Keynote Presentation given by Best-Selling Author, Economist and Futurist, Rebecca Ryan.

PDF Links to Rebecca's books are also included below:

ReGENERATION A Manifesto for America’s Future Leaders - https://www.dropbox.com/s/oval50y48z4j4d1/ReGENERATION_Final.pdf?dl=0

Live First Work Second -
https://www.dropbox.com/s/8cgus8565oex5re/LFWS_eBook.pdf?dl=0

December 6, 2016 Diversity Group Webinar: 9 Types of Courage for Emerging Leaders

Wed, 07 Dec 2016 19:36:18 GMT

Please click here to listen to the December 6, 2016 Webinar Presentation titled 9 Types of Courage for Emerging Leaders. The event was held at Grant Thornton's Appleton Office.

Click here to view the slides from the webinar and click here to download and view the handout.

November 15, 2016 Chapter Meeting Presentations

Wed, 16 Nov 2016 16:09:19 GMT

Please click here to access the Keynote Speaker Presentation given by Katie Scherping, CFO of National CineMedia.

Click here to review the Financial and Physical Wellness presentation given by Joe Topp and Kelli Send of Francis Investment Counsel.

To see the Fair Labor Standards Law (FLSA) presentation given by Daniel Barker of Jackson Lewis, click here

Ten Things I Learned In Northeast Wisconsin - *Ron Starner

Wed, 02 Nov 2016 17:10:14 GMT

Ron Starner toured Northeast Wisconsin for three days in mid-October and left with a new appreciation for the drive and ambition of its people. From Green Bay and DePere to Oshkosh and Neenah, Northeast Wisconsin offers an earthiness and grit not normally found in places so bucolic.

Click here to read the article featured on TrustBelt.

*Ron served on the Economic Development Panel at FEI's October 18, 2016 Chapter Meeting at Bridgewood.

October 25, 2016 Diversity Group Webinar: Questions That Leaders Ask Themselves & Others

Thu, 27 Oct 2016 00:43:42 GMT

Please click here to listen to the October 25, 2016 Webinar Presentation titled Questions That Leaders Ask Themselves & Others. The event was held at Godfrey & Kahn's Appleton Office.

Click here to download the PDF version of the presentation.

August 30, 2016 Diversity Group Webinar: The Power of Diverse Teams

Wed, 31 Aug 2016 19:30:00 GMT

Please click here to listen to the August 30, 2016 Webinar Presentation titled Attracting The Power of Diverse Teams. The event was held at Wipfli in Green Bay.

Click here to download the PDF version of the presentation.

June 21, 2016 Diversity Group Webinar: Transitioning from Tactician to Strategist

Wed, 22 Jun 2016 18:59:59 GMT

Please click here to access the June 21, 2016 Webinar Presentation titled Transitioning from Tactician to Strategist.

The event was held at Aon Risk Services Office in Green Bay. You can also review the PowerPoint Presentation, and access the handouts here.

HR SmartPractice: Special Alert

Thu, 02 Jun 2016 00:47:42 GMT

HR SmartPractice

April 2016

Law Firm of Conway, Olejniczak & Jerry S.C.

www.lcojlaw.com P: 920-437-0476

SPECIAL ALERT!

IMPOSTER JOB APPLICANT

DEMANDING MONEY FOR NON-COMPLIANT

BACKGROUND CHECK AUTHORIZATIONS

By: Attorney Greg Grobe

Wisconsin employers, particularly those in the Green Bay and Fox Cities area, need to be on the alert for individuals who pose as job applicants solely to obtain a copy of your background check authorization form.

Once they obtain a copy of your authorization form, these pseudo-applicants will scrutinize the form for possible legal claims they could bring against you under the federal Fair Credit Reporting Act ("FCRA"). If they see any possible weakness in the form or in your procedures, then they send a letter demanding an exorbitant amount of money in order to avoid a lawsuit (including threating a class action). A copy of the actual demand letter one of these individuals is using to seek tens of thousands of dollars from northeast Wisconsin employers can be viewed by clicking here.

FCRA requires that Authorization forms for pre-hire background screens, and other forms relating to such screening, comply with very specific requirements. The provisions of FCRA are extremely technical (as you can see from the information in the demand letter). Even if the job applicant is offered or awarded the job and suffers no harm, there is still a possibility for a substantial recovery. Because of this, FCRA claims are "low hanging fruit" for plaintiffs, including pseudo-applicants who have no intention of accepting a job if offered. FCRA claims are also a common basis for initiating class actions (which is why a threat by even one applicant can be a significant financial exposure). FCRA lawsuits are one of the fastest growing categories of litigation nationwide.

Many employers presume they are not covered by FCRA because they are not conducting "credit" checks. However, this is an incorrect assumption. Although the "Fair Credit Reporting Act" contains the word "Credit" in its title, the statute applies to far more than just traditional credit checks. In fact, FCRA covers practically any form of investigation or screening conducted by anyone other than an employee of your company. This includes, for example, criminal conviction checks, background reference checks, educational degree verifications, prior work verifications, confirmation of licensing, and other efforts to verify, review or confirm information on a job application or resume. It also covers similar inquiries or investigations of the individual after they become employed.

As you can see from the demand letter from the pseudo-applicant, a number of employers have been forced to pay large amounts to settle threatened FCRA claims. The individual who sent this letter has applied to many businesses in our area, both large and small, hoping to secure additional settlements.

We have permission from the client who received the letter in this article to circulate it to our other clients to help make other businesses aware of this threat. We can provide you with the name of the imposter job applicant who sent the letter if you call one of our employment law team members.

We are encouraging all our clients to have their FCRA forms/procedures reviewed for current compliance. Even if you are using sample FCRA forms supplied by your background investigation service, or even if you have had your forms provided or reviewed by legal counsel in the past, we strongly advise you to have your forms re-evaluated by counsel. (Background investigation services which provide sample forms will often provide a warning to the user disclaiming legal responsibility for the forms and recommending that the forms be reviewed by legal counsel before using.)

Please let us know if you would like assistance in evaluating your FCRA background screening authorization or other forms, if you have questions about the FCRA procedures or if you would like more information about the individual who sent the demand letter discussed in this article.

Our Employment Law Team

Greg Grobe

Ross Townsend

Jodi Arndt

Kurt Goehre

April 26, 2016 Diversity Group Webinar: Attracting the Attention of Influential Sponsors

Tue, 26 Apr 2016 18:30:00 GMT

Please click here to access the April 26, 2016 Webinar Presentation titled Attracting the Attention of Influential Sponsors. The event was held at Godfrey & Kahn in Appleton. You can also review the handouts here.

April 19, 2016 Chapter Meeting Keynote Speaker Presentation

Wed, 20 Apr 2016 03:45:32 GMT

Please click here to access the Keynote Speaker Presentation given by Loren Mahon (Oracle), titled CFOs in the Digital Age.

April 19, 2016 Chapter Meeting Professional Development Presentations

Wed, 20 Apr 2016 03:39:27 GMT

Please click here to access the Professional Development Presentation given by Joe Kleinwachter of Associated Bank.

Click here view the Professional Development Presentation given by Jay Radtke of Mason Wells.

March 15, 2016 Chapter Meeting Keynote Speaker Presentation

Wed, 16 Mar 2016 03:07:52 GMT

Please click here to access the Keynote Speaker Presentation given by Doug Wilson (Cooperative Resources International), titled Agriculture - A Few Feed the World.

March 15, 2016 Chapter Meeting Professional Development Presentation

Wed, 16 Mar 2016 03:04:43 GMT

Please click here to access the Professional Development Presentation given by Laura Byxbe (Right Management), titled Human Age 2.0.

March 10, 2016 Diversity Group Breakfast Presentation

Fri, 11 Mar 2016 15:16:39 GMT

Please click here to view Sheri Edison and Melanie Miller's Presentation, which focused on the Bemis Global Women's Network Initiative.

February 23, 2016 Diversity Group Webinar: Ask a C-Suite Executive

Tue, 23 Feb 2016 21:30:00 GMT

Please click here to access the February 23, 2016 Ask a C-Suite Executive Webinar Presentation, which was held at Wipfli in Appleton. You can also review the handouts here.

February 16, 2016 Chapter Meeting Keynote Speaker Presentation

Tue, 23 Feb 2016 21:00:00 GMT

Please click here to access Paul Baniel's Keynote Speaker Presentation titled Thriving in the NFL's Smallest Market.

February 16, 2016 Chapter Meeting Professional Development Presentations

Wed, 17 Feb 2016 05:30:00 GMT

Following are the links to the February 16, 2016 Professional Development Presentations, which focused on The Affordable Care Act in 2016 and Beyond.

Please click here to access Aon's Professional Development Presentation.

Please click here to access Schenck's Professional Development Presentation.

January 19, 2016 Chapter Meeting Keynote Speaker Presentation

Wed, 20 Jan 2016 13:30:00 GMT

Please click here to access Tim Christen's Keynote Speaker Presentation titled AICPA: State of the Profession.

January 19, 2016 Chapter Meeting Professional Development Presentations

Wed, 20 Jan 2016 13:00:00 GMT

Please click here to access Baker Tilly Search & Staffing's Professional Development Presentation titled Hiring Best Practices: What's Working. What's Not.

Please click here to access Schenck's Professional Development Presentation titled, Retaining the Best.

December 8, 2015 Diversity Group Lunch & Learn Webinar

Tue, 08 Dec 2015 23:00:00 GMT

Please click here to access the Giving and Receiving Feedback Webinar, which was held at Grant Thornton on December 8, 2015, from 12:00 - 1:00 PM.

Click here to review the webinar slides.

November 17, 2015 Chapter Meeting Keynote Speaker Presentation

Wed, 18 Nov 2015 13:30:00 GMT

Please click here to access Robert Schimek's Keynote Presentation on The Changing Landscape of Risk.

November 17, 2015 Chapter Meeting Professional Development Presentation

Wed, 18 Nov 2015 13:30:00 GMT

Please click here to access Wipfli and Godfrey & Kahn's Tax Update Professional Development Presentation.

October 20, 2015 Chapter Meeting LinkedIn Presentation

Wed, 21 Oct 2015 19:34:38 GMT

Please click here to view the How to LI Presentation, given by Scott Dell, FEI Career Management Chair, at the October 20th Chapter Meeting.

October 20, 2015 Chapter Meeting Keynote Speaker Presentations

Wed, 21 Oct 2015 03:00:55 GMT

Please click here to access Richard Schepp's Keynote Presentation on Returning to Greatness.

Click here to review Steve Thomas' presentation on Enterprise Risk Management. Also available is another scanned article titled Start With Security - A Guide for Business, provided by Steve Thomas at the meeting. Click here to review the article.

October 20, 2015 Chapter Meeting Professional Development Presentation

Wed, 21 Oct 2015 02:55:09 GMT

Please click here to access Johnny Lee's Presentation on the CFO's Role in Cybersecurity, which was featured during the Professional Development Session of our October 20th Chapter Meeting.

Click here to view the CFO's Role in Cybersecurity Article, which was also available at the registration area during the October 20th Chapter Meeting.

2015 Manufacturing First Expo & Conference

Fri, 25 Sep 2015 16:20:32 GMT

Please click here to learn about the 2015 Manufacturing Expo & Conference which will be held at the KI Convention Center in Green Bay on Wednesday, October 21st and Tuesday, October 22nd.

2015 - 2016 FEI Program Schedule

Fri, 18 Sep 2015 15:53:06 GMT

Please click on the following link to access the most recent 2015-2016 FEI Program Schedule.

Manufacturing Awards of Distinction Nomination Request

Wed, 16 Sep 2015 16:43:42 GMT

Please click here to read about the 2015 Manufacturing Awards of Distinction and how you can submit a nomination form today!

September 15th Chapter Meeting LinkedIn Presentation

Wed, 16 Sep 2015 16:27:31 GMT

Please click here to view the How to LI Presentation, given by Scott Dell, FEI Career Management Chair, during the September 15th Chapter Meeting.

September 15th Chapter Meeting Professional Development Presentation

Wed, 16 Sep 2015 16:00:30 GMT

Please click here to access Meredith Ehn's Retirement Rules of Thumb Presentation, featured during the Professional Development Session of our September 15th FEI Chapter Meeting.

Form 1095-C Educational Webinar Available from Schenck

Fri, 28 Aug 2015 19:25:20 GMT

Please click here to learn more about an economical, easy-to-use service offered by Schenck to help meet your Affordable Care Act reporting requirements.

FEI President and CEO Announcement

Thu, 27 Aug 2015 20:48:55 GMT

Please click here to read the FEI President and CEO Announcement made on August 27th!

September 15, 2015 Chapter Meeting Flyer

Wed, 26 Aug 2015 00:32:14 GMT

Please click here to view the September 15, 2015 Chapter Meeting Flyer.

September 29th Diversity Group Fusion Event

Wed, 29 Jul 2015 19:02:28 GMT

Click here to review the September 29th Diversity Group Fusion Event Flyer.

August 25th Peer Group Meeting

Wed, 29 Jul 2015 03:25:10 GMT

Please click here to read the August 25th Peer Group Meeting Flyer.

August 3rd Summer Golf Outing

Wed, 10 Jun 2015 14:39:14 GMT

Please click here to access and register for the August 3rd Summer Golf Outing Flyer.

How to Access your CPE Credits Quickly

Wed, 27 May 2015 01:58:02 GMT

Please click here to read a step-by-step process explaining how to access your CPE evaluations and print event certificates.

May 14, 2015 Career Management Workshop

Fri, 01 May 2015 17:07:54 GMT

Please click here to access the May 14th Career Management Workshop Flyer.

2014 - 2015 Final Program Schedule

Sun, 29 Mar 2015 22:22:10 GMT

Please click here to review the Final FEI Program Schedule for Fiscal Year 2014 - 2015.

2015 - FEI March/April Newsletter

Sun, 29 Mar 2015 22:15:28 GMT

Please click here to read the 2015 - FEI March/April Newsletter.

April 21st Chapter Meeting Flyer

Tue, 24 Mar 2015 22:19:59 GMT

Please click here to access the April 21, 2015 FEI Chapter Meeting Flyer.

March 18th Chapter Meeting Flyer

Tue, 03 Mar 2015 20:14:46 GMT

Please click here to view the March 18, 2015 Chapter Meeting Flyer.

2015 - FEI January/February Newsletter

Wed, 04 Feb 2015 05:33:01 GMT

Please click here to access the 2015 - FEI January/February Newsletter.

February 17th Chapter Meeting Flyer

Tue, 03 Feb 2015 20:42:59 GMT

Please click here to access the February 17, 2015 Chapter Meeting Flyer.

January 20, 2015 Chapter Meeting Flyer

Tue, 23 Dec 2014 17:12:39 GMT

Please click here to access the January 20, 2015 Chapter Meeting Flyer.

2014 - FEI November/December Newsletter

Tue, 23 Dec 2014 16:59:28 GMT

Please click here to access the 2014 - FEI November/December Newsletter.

November 20, 2014 Chapter Meeting Flyer

Wed, 12 Nov 2014 16:58:40 GMT

Please click here to access the November 20, 2014 Chapter Meeting Flyer.

2014 - FEI September/October Newsletter

Wed, 12 Nov 2014 16:55:43 GMT

Please click here to access the 2014 - FEI September/October Newsletter.

2014 - FEI June/July Newsletter

Sun, 07 Sep 2014 21:57:56 GMT

Please click here to access the 2014 - FEI June/July Newsletter.

Financial Executives International of Eastern Wisconsin News

February 16, 2023 Chapter Meeting

February 8, 2023 Aon Virtual Presentation

January 18, 2023 Chapter Meeting

January 12, 2023 Gallagher Virtual Presentation

January 11, 2023 Francis Investment Counsel Virtual Presentation

FEI National: On-Demand Professional Development

UPSKILL YOUR COMPETENCIES

ON DEMANDTake control over your career through our on-demand professional development courses, packages and certificate programs.

November 17, 2022 Chapter Meeting

November 9, 2022 Jefferson Wells Virtual Session

November 3, 2022 Diversity & Inclusion Group (DIG) Breakfast Event

October 20, 2022 Chapter Meeting

October 12, 2022 BMO Virtual Presentation

September 21, 2022 Chapter Meeting

September 7, 2022 Grant Thornton Virtual Session

2022-2023 FEI Program Schedules

Have you seen FEI Daily?

May 12, 2022 Chapter Meeting

April 21, 2022 Chapter Meeting

April 14, 2022 Wipfli Virtual Session

April 13, 2022 Mason Wells Virtual Session

March 24, 2022 FEI Chapter Meeting - Keynote Video

March 17, 2022 BMO Virtual Session

March 9, 2022 von Briesen & Roper, s.c. Virtual Session

Article: 10 Things Every Organization Can Do Right Now to Protect Themselves from State-Sponsored Foreign Attacks!

10 Things Every Organization Can Do Right Now to Protect Themselves from State-Sponsored Foreign Attacks!

February 17, 2022 Chapter Meeting

February 10, 2022 Francis Investment Counsel Virtual Session

February 9, 2022 ERC Counselors & Consultants Virtual Session

January 13, 2022 Jefferson Wells Virtual Session

January 12, 2022 Weidert Group Virtual Session

November 18, 2021 Chapter Meeting

November 11, 2021 CLA Virtual Session

November 10, 2021 Rise Leadership Virtual Session

October 20, 2021 Chapter Meeting

October 14, 2021 Associated Bank Virtual Panel Discussion

October 1, 2021 Gallagher, Godfrey & Kahn, & Wipfli Panel Discussion

September 23, 2021 Chapter Meeting

September 16, 2021 Aon Virtual Session

May 19, 2021 Virtual Career Development Seminar

April 28, 2021 Baker Tilly Virtual Session

2021 FEI Academic Achievement Awards

April 22, 2021 Chapter Meeting

April 13, 2021 Mason Wells Virtual Session

March 25, 2021 FEI Chapter Meeting

March 17, 2021 von Briesen & Roper, s.c. Virtual Panel Discussion

March 16, 2021 Godfrey & Kahn Virtual Session

February 23, 2021 FEI Chapter Meeting

February 18, 2021 Francis Investment Counsel Virtual Session

February 16, 2021 Wipfli Virtual Professional Development Session

January 19, 2021 FEI Chapter Meeting

January 13, 2021 Weidert Group Virtual Professional Development Session

January 12, 2021 Innova Technologies Virtual Professional Development Session

November 18, 2020 FEI Chapter Meeting

November 12, 2020 BMO Virtual Professional Development Session

November 11, 2020 CLA Virtual Professional Development Session

October 22, 2020 FEI Chapter Meeting

October 14, 2020 Baker Tilly Virtual Panel Discussion

October 13, 2020 Jefferson Wells Virtual Professional Development Session

September 22, 2020 FEI Chapter Meeting

September 17, 2020 Aon Virtual Panel Discussion

September 16, 2020 Grant Thornton Virtual Professional Development Session

August 25, 2020 Diversity & Inclusion Group Webinar: Cutting-edge Practices for Strengthening Your Corporate Women’s Network

June 30, 2020 Diversity & Inclusion Webinar: Mobilize Your Support Network

May 14, 2020 FEI Career Development Webinar Event Summary & Recording

May 14, 2020 FEI Career Development Webinar Presentations

April 28, 2020 Diversity & Inclusion Webinar: Amplify Your Accomplishments

4/29 & 4/30 FEI National CPE Accredited Webinars!

February 25, 2020 Diversity & Inclusion Webinar: Reimagine Your Leadership Brand

February 18, 2020 Chapter Meeting Presentations

January 21, 2020 Chapter Meeting Presentations

December 3, 2019 Diversity & Inclusion Webinar: Ask a Leader Anything

October 29, 2019 Diversity & Inclusion Webinar: 6 Ways to Develop a Change Leader Mindset

October 24, 2019 Chapter Meeting Presentations

September 25, 2019 Chapter Meeting Presentations

September 17, 2019 FUSION Event Resources

August 20, 2019 Diversity & Inclusion Webinar: The Leadership Pipeline

June 25, 2019 Diversity & Inclusion Webinar: The Juggle

May 15, 2019 Career Skills Enhancement Seminar Presentations & Handouts

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