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I’ve been pleased to see the number of prospective members and new members joining our recent meetings. I’ve also been very happy to see some members that are re-joining FEI after having left for a period of time. We know that individual’s situations change and are encouraged to see people coming back when they are able to commit to being re-engaged in our chapter.
I know there are a high number of highly qualified financial professionals in the communities our chapter covers that would make a great addition to our chapter, and we are by no means tapped out in regard to the potential members available to help us grow. One confirmation of that has been the quality of the prospective members and new members that have joined the past few months. Thank you to everyone who continues to invite people to our meetings and give them an opportunity to see the value FEI has to offer. Everyone benefits from having a full room at our meetings, and we appreciate everyone’s help in making that happen.
Speaking of a full room, our much-anticipated event featuring Wayne Larrivee proved to be a fantastic meeting. Wayne’s engaging presentation and behind-the-scenes insights made for a memorable event. I would ask, again, that we do everything we can to invite prospective members to our last meeting of the year. We’ll have another high-profile speaker: Sherron Watkins, the Enron whistleblower. Please help us take advantage of another unique opportunity to showcase our chapter by inviting prospective members to our final meeting in April.
Bob Faulds
FEI Member Experience Chair
Bob.Faulds@truitypartners.com
Cyber 2026: Evolving Threats Demand Strategic Leadership
In 2026, AI-driven threats and regulatory pressures make cyber risk a board-level priority. Now is the time for leaders to act decisively — strengthening resilience and leveraging a favorable insurance market.
Key Takeaways:
01 Evolving cyber threats — driven by AI, supply chain complexity and ransomware — are reshaping the risk environment for organizations.
02 Regulatory and legal pressures are intensifying, making proactive, board-level cyber risk management essential.
03 With the stakes higher than ever, leaders have an opportunity to take advantage of a favorable market window in 2026 to build resilience and enhance controls.
Advantages Of Health Savings Accounts (HSAs)
Want to learn more about the HSA along with its benefits into retirement? Take a quick read on the power of the HSA, both in the short-term and long-term!
Advantages include the following:
- HSAs are the only completely tax free savings tool into retirement
- Healthcare is one of top expenses in retirement
- Able to invest within the HSA
- Able to pull money out after 65 for other expenses, but becomes taxable
- Covers Medicare Premiums, Parts B, C (Medicare Advantage), and D in retirement
- Transfers to spouse tax fee upon death
Whitepaper & Article
2026 CFO Report
In the 2026 CFO report, published in partnership with Harmonic Finance and Fidelity Investments, we explore how finance leaders are navigating this pivotal technological moment. The modern CFO is no longer just monitoring financial performance – they are becoming a key player in strategic growth. Click on link above to read full whitepaper.
ARTICLE
Interim guidance issued to implement OBBBA bonus depreciation amendments
On Jan. 14, 2026, the IRS issued interim guidance in Notice 2026-11 (the Notice) to apply favorable bonus depreciation amendments under the One Big Beautiful Bill Act (OBBBA), which permanently restored full expensing for certain qualified property. In the Notice, the IRS states that it intends to issue proposed regulations consistent with the Notice provisions. Click on link above to read full article.
5 Ways Manufacturers Are Using AI
Unlock new levels of efficiency and profitability by harnessing the power of AI, data lakes, and smart automation.
In today’s competitive manufacturing landscape, every minute of uptime counts — and process improvements can mean millions in additional revenue.
CLA is helping manufacturers unlock new levels of efficiency and profitability by harnessing the power of AI, data lakes, and smart automation across key operational areas.
Does Your Retirement Plan Have A Leak?
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Bankruptcy-Related Scams: What Creditors Need To Know
Bankruptcy courts, debtors, and creditors nationwide are currently the target of several sophisticated scam operations using the U.S. Mail and/or electronic communications featuring the following:
- A purported Proof of Claim form that the non-governmental sender states it will file on your behalf for a fee, sometimes contingent on recovery; or
- Calls purporting to be from the bankruptcy court asking that filing fees and other payments be made by Zelle, Venmo, or other digital wallet application.
What’s New, What’s Next: Navigating Recent SEC, FASB, and US GAAP Trends: March 25, 2026 11:00 AM - 12:00 PM CDT
Keeping up to date on accounting rules and regulatory updates can be time consuming, but this complimentary webinar brings important highlights into one easily digestible session. Our Jefferson Wells thought leaders will provide an overview of recent SEC and FASB activities, including proposed and final rules applicable for public and private companies. Attendees will also gain an understanding of trends in regulation and US GAAP. Eligible for 1.0 CPE credit
Would you or a team member like to join us on March 25th? Can’t make the live webinar? Register below for the session to receive a link to the recording.
2026 Experience Inbound
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Wisconsin's Premier Marketing & Sales Conference
April 28 — Brookfield Conference Center | Milwaukee
April 29 — Lambeau Field | Green Bay
Experience Inbound is a full-day conference built for leaders who care about measurable growth—bringing marketing, sales, and leadership teams together around strategies that improve demand generation efficiency and pipeline performance. The program features keynotes and breakouts on practical, revenue-connected topics like AI, zero-click marketing, paid media optimization, modern search visibility, and storytelling—plus time to network with peers during the end-of-day happy hour.
Hosted by HubSpot partner agencies Stream Creative and Weidert Group, Experience Inbound is designed to deliver insights you can apply quickly.
Executive webinar series 2026: Insights for leadership teams
Wipfli’s executive webinar series helps executives turn uncertainty into opportunity. Join us for three sessions packed with insights from leaders navigating disruption with strategy and clarity:
- M&A Momentum: What if your next deal created value before day one?
- Digital Transformation ROI: What if your tech investments started paying off faster
- Workforce Strategy When Headcount Keeps Changing: What if your people strategy didn’t rely on perfect conditions?
Each session offers up to 1.0 CPE credits and practical strategies for growth-minded leaders.