---
title: 2025 July / August Newsletter | FEI Eastern Wisconsin
description: Newsletter for July and August 2025
---
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- [Events](https://www.feiew.org/events)
- [Chapter Meetings](https://www.feiew.org/events/tag/chapter-meetings)
- [Professional Development](https://www.feiew.org/events/tag/professional-development)
- [Peer Group](https://www.feiew.org/events/tag/peer-group)
- [Virtual](https://www.feiew.org/events/tag/virtual)
- [Past Event Resources](https://www.feiew.org/past-event-resources)
- [Strategic Partners](https://www.feiew.org/strategic-partners)
- [Careers](https://www.feiew.org/careers)
- [Newsletters](https://www.feiew.org/newsletters)
- [About FEI](https://www.feiew.org/about)
- [Code of Ethics](https://www.feiew.org/about#ethics)
[Join FEI Eastern WI](https://www.feiew.org/become-a-member)
2025
# July / August
President's Message
## Diversity & Inclusion Group (DIG) Update
### **FALL WEBINARS**
Diversity & Inclusion Group lunchtime webinars offering 1 CPE credit will be featured this fall.
Enjoy the rest of summer!
## Peer Group Update
FEI Members,
Don't forget to register and join us at our Summer Peer Group Meeting on **Thursday, August 14th. The meeting will be held during the afternoon at the Keller Office.**
Suggest items important to you and spend time with your peers discussing a variety of topics together.
Date: Thursday, August 14, 2025
Time: 2:00 - 4:30 PM
Location: Keller Office | Kaukauna
CPE: 3 credits
**Please note: this quarterly meeting** **is for FEI MEMBERS ONLY.**
[REGISTER HERE](https://www.feiew.org/events/summer-2025-in-person-peer-group-meeting-members-only)
[In-person | Keller Office \*Eligible for 3 CPE credits \*Must attend entire meeting & sign attendance sheet.](https://lp.constantcontactpages.com/ev/reg/jjnexs5)
[2:00 — 4:30 PM](https://www.feiew.org/events/summer-2025-in-person-peer-group-meeting-members-only)[Thursday, August 14, 2025](https://www.feiew.org/events/summer-2025-in-person-peer-group-meeting-members-only)
### In-person | Keller Office
\*Eligible for 3 CPE credits
\*Must attend entire meeting & sign attendance sheet.
## Membership Committee Update
I am looking forward to serving as the membership committee chair this coming year and would like to thank Jim Rubright for all of the work he has done leading the committee the past several years.
We are continuing to look for ways to broaden our awareness to the finance community in our region. A very simple ask I have for everyone involved with our chapter is to “**follow” our [LinkedIn Webpage](https://www.linkedin.com/company/fei-eastern-wisconsin/?viewAsMember=true)**[.](https://www.linkedin.com/company/fei-eastern-wisconsin/?viewAsMember=true) If you’re already following our page, consider liking, commenting, or sharing posts that you see come through to help us continue to share our posts with your network.
It is also shaping up to be another year where we have an excellent slate of speakers. I’d encourage everyone to think about prospective members that would be worth inviting this year, and then also to look specifically at the professional development and keynote speakers for the upcoming year when that information is released. As part of that, ask yourself if there is anyone that would benefit or appreciate a specific topic or speaker we have coming this year (and don’t be afraid to invite them well in advance so it is saved on their calendar).
Lastly, if anyone has any ideas about growing our membership, please don’t hesitate to reach out as I’d be happy to have a discussion or entertain ideas. Otherwise, I am looking forward to the year and serving as your membership committee chair.
Thank you,
Bob Faulds
FEI Membership Committee Chair
[Bob.Faulds@truitypartners.com](mailto:Bob%20Faulds%20%3CBob.Faulds@truitypartners.com%3E)
-1.jpg?width=350&height=280&name=Faulds%2c%20Bob%20(Truity%20Partners)-1.jpg)
## 2025-2026 Program Schedule
We're rounding out our 2025-2026 program schedule. Click on the link below to view the currently confirmed events, venues, timelines, and speakers.
FEI Members and Strategic Partners can expect an update via email on Friday, August 1st!
[VIEW PRELIMINARY SCHEDULE](https://www.feiew.org/hubfs/2025-2026%20FEI%20Eastern%20Wisconsin%20PRELIMINARY%20Program%20Schedule.pdf)
## Special Features
[The CFO Roadmap: Better Decisions for Multidimensional Growth](https://www.aon.com/en/insights/reports/multidimensional-growth)
Report
#### The CFO Roadmap: Better Decisions for Multidimensional Growth
In today’s dynamic business environment, relying solely on traditional growth metrics is no longer enough. Forward-looking CFOs are broadening their scope beyond conventional financial indicators to incorporate a comprehensive set of performance drivers.
Also, take part in Aon’s survey to share an informed perspective on multidimensional growth, and your progress towards it. Benchmark your business by region and industry, gaining valuable insights with personalized results that help you make better decisions for growth strategies and thrive.
[Take Multidimensional Growth Survey](https://www.aon.com/multidimensional-growth)
[DOWNLOAD MULTIDIMENSIONAL GROWTH REPORT](https://www.aon.com/en/insights/reports/multidimensional-growth)
[A Three-Step Approach to Incorporating AI in Your Business](https://commercial.bmo.com/en/ca/insights/a-three-step-approach-to-incorporating-ai-in-your-business/)
Video
#### A Three-Step Approach to Incorporating AI in Your Business
Artificial intelligence (AI) can lead to opportunities for many businesses. But simply adopting the technology isn’t a magic solution to achieve growth and efficient operations—it takes significant planning, investment and strategic focus. BMO recently hosted an event with three panelists who are experts in the field:
\- Gene Moo Lee
\- Marc Low
\- Jordan Atkins
They offered insights and experiences about how companies can effectively incorporate AI applications and tools through a three-step approach.
[READ SUMMARY & WATCH VIDEO](https://commercial.bmo.com/en/ca/insights/a-three-step-approach-to-incorporating-ai-in-your-business/)
[The importance of savings for your financial wellbeing](https://us.cibc.com/en/personal/cibc-insights/podcast-the-importance-of-savings.html)
Podcast
#### The importance of savings for your financial wellbeing
This financial literacy podcast series centers around financial literacy for every generation to support overall financial and new business wellness. where our hosts will discuss:
- The vital role of savings in achieving financial goals
- Strategic savings plans
- Priorities for different life stages
- Low to no-fee savings solutions
- The benefits of credit cards as cashback tools
[WATCH PODCAST](https://us.cibc.com/en/personal/cibc-insights/podcast-the-importance-of-savings.html)
[Tariff Mitigation Strategies: 20 Options for Manufacturers](https://www.claconnect.com/en/resources/blogs/manufacturing/tariff-mitigation-strategies-20-options-for-manufacturers)
ARTICLE
#### Tariff Mitigation Strategies: 20 Options for Manufacturers
Armed with these strategies for reducing tariff exposure, manufacturers have new opportunities to help keep dollars and margins whole.
Tariffs are truly “A Tale of Two Cities.” Some manufacturers are celebrating, thanks to higher domestic demand and an opportunity to sell unused capacity. For others, tariffs have significantly hurt business — resulting in painful price increases, inventory valuation challenges, stalled M&A, and reduced demand.
[READ FULL ARTICLE](https://www.claconnect.com/en/resources/blogs/manufacturing/tariff-mitigation-strategies-20-options-for-manufacturers)
[One Big Beautiful Bill Increases Estate & Gift Tax Exemptions & Expands QSBS Exclusion](https://www.gklaw.com/Insights/One-Big-Beautiful-Bill-Increases-Estate--Gift-Tax-Exemptions-and-Expands-QSBS-Exclusion.htm)
.jpg?width=300&height=100&name=Godfrey%20and%20Kahn%20Black%20and%20White%20Logo%20(NO%20S.C.).jpg)
ARTICLE
#### One Big Beautiful Bill Increases Estate & Gift Tax Exemptions & Expands QSBS Exclusion
On July 3, 2025, Congress passed the “One Big Beautiful Bill Act” (OBBB), officially designated as H.R. 1. This comprehensive federal legislation was signed into law on July 4, 2025, and makes permanent several provisions of the 2017 Tax Cuts and Jobs Act (TCJA), while expanding certain tax incentives. From an estate and gift tax perspective, the most significant changes are:
- A “permanent” increase to the estate, gift and generation-skipping transfer (GST) tax exemption amounts.
- A substantial expansion of the capital gains exclusion for Qualified Small Business Stock (QSBS) under Internal Revenue Code § 1202.
Both developments present meaningful planning opportunities for wealth transfers, trust structuring, and liquidity events.
[READ FULL ARTICLE](https://www.gklaw.com/Insights/One-Big-Beautiful-Bill-Increases-Estate--Gift-Tax-Exemptions-and-Expands-QSBS-Exclusion.htm)
[Attention CFOs & CAOs! Share your insights in our 4th annual CFO survey](https://survey-d.yoursurveynow.com/survey/selfserve/53c/250756?list=3&C=2&dSamp=1)
Survey
#### Attention CFOs & CAOs! Share your insights in our 4th annual CFO survey
As a finance and accounting leader, your perspective is essential to understanding the priorities, risks, and opportunities that lie ahead. Jefferson Wells invites you to participate in our **Annual CFO Survey**, exploring key trends for the remainder of 2025 and into 2026.
**Why participate?**
- **Benchmark your priorities** against those of your peers
- **Influence thought leadership** on AI, talent, and economic trends
- **Highlight the real-world challenges** CFOs are facing in today’s evolving business environment
Survey responses will be compiled into a comprehensive report available in October.
[TAKE THE SURVEY](https://survey-d.yoursurveynow.com/survey/selfserve/53c/250756?list=3&C=2&dSamp=1)
[The Shifting Nature of the PFAS Regulatory Landscape](https://www.vonbriesen.com/legal-news/8116/the-shifting-nature-of-the-pfas-regulatory-landscape)
Article
#### The Shifting Nature of the PFAS Regulatory Landscape
Per- and polyfluoroalkyl substances (PFAS) are a class of thousands of human-made chemicals used across a number of industries. Their durability makes them ideal for various uses like stain protection in textiles, machine lubricants, and fire suppression. That same durability has led to their more common name, forever chemicals, as they do not break down easily in the environment and can persist in the human body for long periods. PFAS have been associated with an increased risk of certain cancers, hormone disruption, reproductive harm, and abnormal fetal development but the science is severely limited. The slow pace of study has made enforcement of rules regarding PFAS inconsistent (and the subject of legal challenges) and has caused a substantial amount of confusion and uncertainty among industry, municipalities, and consumers.
[READ FULL ARTICLE](https://www.vonbriesen.com/legal-news/8116/the-shifting-nature-of-the-pfas-regulatory-landscape)
[Smarter decisions start with better conversations](https://hubs.li/Q03xxltm0)
Podcast
#### Smarter decisions start with better conversations
The ChangeOver Podcast helps B2B leaders rethink how marketing fuels revenue, accountability, and enterprise value.
Hosted by Weidert Group, the show explores how AI disruption, digital transformation, and proven fundamentals shape growth in complex industries.
- AI-fueled efficiency – How AI agents, email personalization, and smarter analytics are driving ROI (Ep 18 & 21)
- Strategic investment – Reframing marketing from overhead to high-impact growth engine (Ep 16)
- Future-proof content – The SEO–AI balance and what leading manufacturers are doing now (Ep 20, 14, 13)
🎧 Subscribe on Apple, Spotify, YouTube, or Weidert.com
[LISTEN NOW](https://hubs.li/Q03xxltm0)
[Join FEI Eastern WI](https://www.feiew.org/become-a-member)
Phone: [920.750.9110](tel:%20920.750.9110)
[michelle@mwcommunications.org](mailto:michelle@mwcommunications.org)
Copyright © 2026 FEI Eastern Wisconsin Chapter