I thought we had a great start to the year with our September meeting and appreciate everyone that was able to get to the meeting to help make it a successful event. The room felt full, and it was great to see a high number of prospective members including a table of college students joining us. I would like to thank everyone who brought a guest to the September meeting and encourage those who have people in mind who may be good additions to our chapter to continue to reach out to invite them to our upcoming meetings. It certainly helps create a positive experience for our speaker, members and guests when we have an engaged group of people in a full room. I’d continue to ask for everyone’s help in building on what was a great start to the FEI year when it comes to our attendance at the meeting.
Lastly, Joe Rossmeissl reviewed our Linkedin page and put out a friendly reminder to follow our page and send requests to your connections that would benefit from following our page. Let’s see what we can do to work together to get that number of followers to 1000!
Hope to see everyone (and a guest) in October.
Thank you,
Bob Faulds
FEI Membership Committee Chair
Bob.Faulds@truitypartners.com
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10/2 Private Wealth & Investment Outlook
Year-End Wealth Planning Actions for Investors & Businesses
Thursday, October 2nd | 11:00 AM – 12:00 PM CT
Associated Bank panelists:
- Mike Hochholzer, EVP, Chief Investment Officer
- Collin Ritzinger, SVP, Personal Trust Manager
- Michelle Slawny, SVP, Director of Wealth Planning
Discussion Topics Will Include:
- Recent tax law changes and their implications for investors and businesses
- Outlook on U.S. fiscal policy, trade, interest rates, and the broader economy
- Key regulatory and legislative developments to watch
- Year-end wealth planning strategies: aligning investments, managing cash, and effective tax planning
Multiple Articles
Deliver real business value with AI
AI isn’t a novelty – it's a competitive advantage. Organizations across industries are learning that AI, when applied strategically, can drive real transformation and efficiency. The best results come when businesses move beyond curiosity to targeted, high-impact solutions.
Executive compensation in the OBBBA: Three things taxpayers should know
The One Big Beautiful Bill Act (OBBBA) (P.L. 119-21) made noteworthy changes to executive compensation. Here are three planning considerations.
Market Monitors
Building products
In this edition of the Building Products Market Monitor, we’re diving into the HVACR equipment market activity and drivers. The HVAC industry is seeing robust growth, driven by strong demand for energy-efficient products, digital innovation, and rapid expansion in data centers. Companies are actively mitigating tariff impacts through local manufacturing, dual sourcing, and price negotiations between suppliers, manufacturers, and installers.
Market Monitor
Trade policy uncertainty has significantly impacted M&A activity in 2025. The Trade Policy Uncertainty (TPU) Index, which measures the frequency of news coverage linking trade policy to uncertainty, has reached record highs in 2025, highlighting widespread unpredictability in global trade relations. This elevated uncertainty has made it increasingly difficult for dealmakers to confidently assess future earnings and project long-term value, leading to a significant slowdown in the number of completed M&A deals.
Supreme Court Decision Impacts Retirement Plan Sponsors
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10/2 Data Privacy Symposium
Join Godfrey & Kahn on Thursday, October 2nd for our annual Data Privacy Symposium, an afternoon focused on the issues shaping today’s privacy landscape.
We'll dive into key privacy issues with actionable insights for your organization. Hear directly from industry leaders and in-house counsel as they share timely insights on today's data privacy landscape. We’ll explore key developments, emerging regulatory trends and the real-world challenges organizations are navigating.
You'll walk away with a deeper understanding of current privacy issues, the risks involved, and a clearer path for addressing them within your organization. This event is free and will conclude with a happy hour.
Navigating the Latest in Accounting & Regulatory Updates
Keeping up to date on accounting rules and regulatory updates can be difficult and time-consuming. This webinar replay brings together important highlights into one easily digestible session. Jefferson Wells thought leaders provide an overview of recent SEC and FASB activities for the quarter. You’ll walk away with a clear understanding of trends in regulation and US GAAP.
NOTE
A BrightTalk Account is required to view this webinar replay. If you do not have a BrightTalk account, you can sign up for free by clicking the webinar link.
10/8 PLANSPONSOR Magazine Webinar
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We are pleased to invite you to an upcoming webinar hosted by PLANSPONSOR Magazine, Incorporating Annuities in DC Plans. Bruce Lanser will be one of the presenters on Wednesday, 10/8/25, from 1-2 PM. This session will provide valuable insights into the evolving role of annuities within defined contribution plans and how these options can benefit your plan participants.
We believe this webinar will be an excellent opportunity to deepen your understanding and enhance your approach to retirement planning for your workforce.
10/29 Manufacturing First Expo & Conference
Attention Manufacturers!
Manufacturing First Expo & Conference
October 29 • Resch Expo • Green Bay
Attend Wisconsin’s best manufacturing and industrial conference. Grow your knowledge, network, and business at this premier event. Presenters include keynote Betsy Allen-Manning on How Visionary Leaders Improve Engagement, Develop Talent & Build a Culture That People Love.
Plus, breakout speaker Chelsea Drusch of Weidert Group on AI Search: The Missing Link in Your Manufacturing Sales Pipeline.
Navigating Uncertainty Webinar Series
Wipfli’s new webinar series helps executives turn uncertainty into opportunity. Join us for three sessions packed with insights from leaders navigating disruption with strategy and clarity:
- AI in Action
- Cyber & Risk Leadership
- CFO Moves in Uncertain Markets
Each session offers up to 1.5 CPE credits and practical strategies for growth-minded leaders.