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Awaiting content from Bob Faulds.
Bob Faulds
FEI Member Experience Chair
Bob.Faulds@truitypartners.com
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| Date: | Wednesday, July 22, 2026 |
| Topic: | The 6 Types of Working Genius |
| Location: | Holidays Pub & Grill | Appleton |
| Time: | 2:00 - 5:30 PM |
In this collaborative 90-minute session, participants will be introduced to The 6 Types of Working Genius by Patrick Lencioni—a practical and transformative framework that helps individuals and teams understand how they naturally contribute to getting work done. Unlike personality assessments such as Myers-Briggs or DiSC, Working Genius focuses specifically on the stages of work and the unique ways people add value throughout a project or initiative.
After the workshop, join us for the social - complete with food, drinks, and great conversation.
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Artificial Intelligence Risk Management 2026
Artificial intelligence (AI) technology, products and services have developed much faster than AI risk management. As a result, CFO’s, risk managers and corporate boards are left grappling with how to manage the risk and where risk transfer may be available. Aon’s AI Fact Sheet is a great foundational piece for for executives looking to increase awareness of AI risk.
Articles
AI Applied: How intelligent automation and agentic AI are reshaping the enterprise
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Chart of accounts transformation: Designing financial architecture for the next era of growth
BMO Business Outlook
The U.S. business environment enters 2026 with cautious optimism and improving visibility. After an extended period marked by policy uncertainty, rate volatility, and shifting global dynamics, including renewed geopolitical tensions, business leaders are beginning to re‑engage more deliberately and with greater clarity. While uncertainty has not disappeared, the “rules of the road” are becoming clearer, allowing companies to move from a posture of pause to one of selective execution.
Covering the Bases: Eliminating Hidden Costs from Pharmacy, Health Plans & Pay Opacity
Brown & Brown will host a Total Rewards Spring Seminar Series for finance and HR leaders, focused on uncovering hidden costs within pharmacy, health plans, and pay structures. Featuring experts from Brown & Brown, herronpalmer, and industry partner Garner, the session delivers practical, data‑driven insights to help organizations improve cost predictability and workforce strategy in 2026. Sessions will be held in Appleton and Milwaukee, each followed by a ballgame and networking opportunity.
Articles
Machining Summit on the Summit: Top 10 Takeaways for Manufacturers
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Top 5 Use Cases for Document AI in Supply Chain and Logistics
Selecting Designated Investment Alternatives - Proposed DOL Rule
The Department of Labor’s proposed rule could reshape how retirement plans evaluate and offer investment options, introducing a clear framework that prioritizes fiduciary process while opening the door to alternative assets. This piece breaks down what the rule means for plan sponsors and the practical steps they should consider to stay compliant.
Jefferson Wells U.S. sold to Sikich
Jefferson Wells is incredibly excited to be part of Sikich and this next chapter ahead. Joining such a dynamic, values‑driven organization opens the door to new connections, continued growth and expanded opportunities for our people and clients alike. Looking forward to building what’s next!
Podcast Picks for Financial Executives
Hosted by Weidert Group, the show features growth-minded conversations for leaders who want to make smarter investments in people, process, data, and technology.
- Ep 35: From Random Acts of Marketing to a Scalable Growth Engine
Learn how to move from disconnected marketing activity to a disciplined, measurable growth system that supports long-term revenue impact. - Ep 32: Why Unified Data Efforts Fail — and How Manufacturers Can Fix It
Explore why data initiatives often fall short and how leadership alignment can turn analytics, AI, and technology investments into business value.