---
title: 2026 May / June Newsletter | FEI Eastern Wisconsin
description: Newsletter for May and June 2026
---
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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)
2026
# May / June
President's Message
## Peer Group Update
FEI Members,
It's almost time for the Spring In-Person Peer Group Meeting! These quarterly meetings are a fantastic way to connect with your peers and discuss topics relevant to you.
**Online registration closes at 5 PM on Thursday, 5/21. Use the button below to register.**
**Please note: these meetings** **are for FEI MEMBERS ONLY.**
[REGISTER](https://www.feiew.org/events/spring-2026-in-person-peer-group-meeting-members-only)
[Keller, Inc. | Kaukauna \*Eligible for 3 CPE credits \*Must attend entire meeting & sign attendance sheet.](https://www.feiew.org/events/winter-virtual-peer-group-meeting-members-only)
[2:00 — 4:30 PM](https://www.feiew.org/events/spring-2026-in-person-peer-group-meeting-members-only)[Thursday, May 28, 2026](https://www.feiew.org/events/summer-2025-in-person-peer-group-meeting-members-only)
### Keller, Inc. | Kaukauna
\*Eligible for 3 CPE credits
\*Must attend entire meeting & sign attendance sheet.
## Member Experience Update
.png?width=357&height=290&name=Faulds%2c%20Bob%20(Truity%20Partners).png)It is getting to the end of the year, which is a time to reflect on the year along with mentioning some thank you's. With the conclusion of our monthly events for this fiscal year, I would like to thank everyone who was able to attend and participate in any of our meetings. The benefits of connection and networking only happen when we have members that attend, engage, and participate in the meetings. So, thank you to everyone who attended our meetings and helped create that mutual benefit for all of us.
For those that could not attend this past year, I would encourage you to find time this fall to get to a meeting. We recognize that some speakers or professional development sessions may be more relevant than others, or it can be difficult to find the time to get out of the office. When the new schedule is released, I would ask that you review it, find a meeting or two that you think you would find value in or enjoy hearing, and block off your calendar. In addition to that, I would encourage you to take advantage of the opportunity to invite a colleague if you think your HR Director, IT Director, President or someone else on your finance team would benefit from the event. There are a number of benefits FEI can bring to each of us with the list including professional development, networking, CPE and other areas, and we want our members to take advantage and gain value from those benefits.
Regarding membership, we were happy to see our membership grow this year. It has not grown significantly, but it has been increasingly difficult for organizations like ours to attract new members. We had some people resign or not renew their membership this year, but we also had around 35 new members join this past year. It is exciting to see new members wanting to be part of our chapter, and I am confident there are many, many more prospective members in the community that would benefit from being a part of our group. Please continue to think about introducing FEI to anyone you think would be a good fit and benefit from being a member of our chapter, and thank you to everyone that has invited prospective members to join our meetings to help grow our chapter this past year.
Lastly, I’d like to thank Joe Rossmeissl for his time, commitment, and the exceptional job he did leading the chapter as well as everyone who helped support the Membership Experience Committee this past year. That committee included Bob Nigh, Skyler Stecker, Ben Kleist, Holly Kostechka, Beth Heinen, Mike McNamara and a special thank you to Michelle Weiss.
Thank you and enjoy your summer!
Bob Faulds
FEI Member Experience Chair
[Bob.Faulds@truitypartners.com](mailto:Bob%20Faulds%20%3CBob.Faulds@truitypartners.com%3E)
---
## July 22 Workshop & Summer Social Event
Hosted by:
|  | %20-%20636pxs%20x%20300pxs.png?width=120&height=56&name=Francis_Stacked_FullColor%20(2026)%20-%20636pxs%20x%20300pxs.png) |
| --- | --- |
| ** 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.
.jpg?width=1500&height=1099&name=6%20Types%20of%20Working%20Genius%20Multiple%20Images%20(Lencioni).jpg)
[LEARN MORE & REGISTER](https://www.feiew.org/events/7-22-26-the-6-types-of-working-genius-and-summer-social-event)
---
## 2026 - 2027 Program Schedule
FEI Leadership is hard at work planning our 2026-2027 fiscal year offerings and building the program schedule. Watch for its release on our website in late July. FEI Members can also expect an email in their inboxes.
## Special Features
[Artificial Intelligence Risk Management 2026](https://www.feiew.org/hubfs/AI%20Fact%20Sheet%202026%20Final.pdf)
AI FACT SHEET 2026
#### 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.
[READ AI FACT SHEET](https://www.feiew.org/hubfs/AI%20Fact%20Sheet%202026%20Final.pdf)
THOUGHT LEADERSHIP
#### Articles
****[AI Applied: How intelligent automation and agentic AI are reshaping the enterprise](https://www.bakertilly.com/insights/ai-applied-how-intelligent-automation-and-agentic-ai-are-reshaping-the-enterprise)
\----------------------------------------------------------------------------------------------
[Chart of accounts transformation: Designing financial architecture for the next era of growth](https://www.bakertilly.com/insights/chart-of-accounts-transformation-designing-financial-architecture-for-the-next-era-of-growth)
[BMO Business Outlook](https://www.feiew.org/hubfs/BMO%202026%20Publication%20-%20BBO%20National.pdf)
PUBLICATION
#### 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.
[READ HERE](https://www.feiew.org/hubfs/BMO%202026%20Publication%20-%20BBO%20National.pdf)
[Covering the Bases: Eliminating Hidden Costs from Pharmacy, Health Plans & Pay Opacity](https://43603022.hs-sites.com/brown-brown-spring-seminar-series)
SEMINAR
#### 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.
[REGISTER HERE](https://43603022.hs-sites.com/brown-brown-spring-seminar-series)
[Articles](https://www.claconnect.com/en/resources/blogs/manufacturing/transform-manufacturing-with-ai-and-data-driven-solutions)
THOUGHT LEADERSHIP
#### Articles
[Machining Summit on the Summit: Top 10 Takeaways for Manufacturers](https://www.claconnect.com/en/resources/blogs/manufacturing/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](https://www.claconnect.com/en/resources/blogs/logistics/top-5-use-cases-for-document-ai-in-supply-chain-and-logistics)
[Selecting Designated Investment Alternatives - Proposed DOL Rule](https://francisway.com/knowledge/articles/selecting-designated-investment-alternatives-proposed-dol-rule/)
ARTICLE
#### 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.
[READ MORE](https://francisway.com/knowledge/articles/selecting-designated-investment-alternatives-proposed-dol-rule/)
[Jefferson Wells U.S. sold to Sikich](https://www.sikich.com/insight/sikich-acquires-jefferson-wells-u-s/)
ANNOUNCEMENT
#### Jefferson Wells U.S. sold to Sikich
Jefferson Wells is incredibly excited to be part of **[Sikich](https://www.linkedin.com/company/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!
[READ MORE ABOUT THE ACQUISITION](https://www.sikich.com/insight/sikich-acquires-jefferson-wells-u-s/)
[Podcast Picks for Financial Executives](https://www.experienceinbound.com/)
PODCAST
#### Podcast Picks for Financial Executives
Listen to The ChangeOver Podcast for practical conversations on how B2B companies can align sales, marketing, AI, automation, and analytics to create measurable business impact—not just more activity.
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](https://youtu.be/6YksJZqOjIg)**
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](https://youtu.be/Kz9Lwsng3-I)**
Explore why data initiatives often fall short and how leadership alignment can turn analytics, AI, and technology investments into business value.
🎧 Subscribe on Apple, Spotify, YouTube, or [Weidert.com](https://www.weidert.com/changeoverpodcast)
[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