January 2026 Chapter Meeting

DATE: Thursday, January 22, 2026
TIME: 1:00 PM – 6:30 PM
LOCATION:  Rockwood Terrace, Titletown District | Green Bay

Join us at our January Event!

Event Timeline

• 12:30 - 12:55 PM
  Event registration
  
  
• 1:00 - 2:00 PM
  Grant Thornton Presentation
  
  
• 2:00 - 2:15 PM
  Break / Networking
  
  
• 2:15 - 3:15 PM
  Brown & Brown Presentation
  
  
• 3:15 - 3:45 PM
  Networking & Business Announcements
  
  
• 3:45 - 4:45 PM
  Jenna Piché Keynote Presentation
  
  
• 4:45 - 6:30 PM
  Social / Dinner
   

Location

Rockwood Terrace
Ariens Hill Building (2nd Floor)
1065 Lombardi Avenue
Green Bay, WI 54303

Keynote Presentation Time
3:45 - 4:45 PM

Title
For the Love of Mondays: How to Create Your Most Productive Work Week 

Keynote Summary 

In a fast-paced world, Monday can make or break the week. It's easy for well-intentioned plans to collapse under urgent issues and constant interruptions. This disrupts your focus on high-priority tasks, leaving you playing catch-up and compromising key outcomes.

Join Jenna Piché, Team Productivity Consultant and Time Management Coach, as she reveals the five critical productivity traps financial executives face and offers practical solutions to overcome them. Discover a streamlined approach to designing your week, maximizing efficiency, and balancing professional demands without sacrificing your health or key relationships. 

Learning Objectives

• Prioritize effectively: Learn four powerful filters to rank tasks, ensuring you end each day with a sense of accomplishment.
• Delegate Smartly: Use a proven tool to identify non-essential tasks that can be delegated or eliminated.
• Optimize Focus: Recognize the hidden cost of task-switching and gain a blueprint for uninterrupted, deep work.
• Manage Email Efficiently: Implement strategies to control email and process communications swiftly.
• Reflect and Refine: Harness the power of weekly reflection to build on successes and continuously improve productivity approach. 
  

Keynote Presenter & Biography

Jenna Piché
Founder & Time Leverage Coach | First Light Coaching 

Jenna Piché is an international speaker and team productivity consultant, renowned for helping overwhelmed leaders regain control of their schedules and improve their productivity. 

Blending corporate leadership with a functional health background, she delivers practical strategies paired with deep mindset work to help her clients, from public health departments and non-profits to serial entrepreneurs and large organizations, reduce stress, improve workflows, and focus on what matters most.

Jenna’s proven systems have helped teams streamline their operations and thrive in high-pressure environments. Her approach is direct, actionable, and results-driven, offering a perfect balance of structure and support. Jenna doesn’t just train teams—she transforms how they operate and empowers leaders to work smarter without sacrificing well-being.

Grant Thornton Professional Development Presentation
Topic: The Importance of Fraud Risk Management
Time: 1:00 - 2:00 PM

Presented By:

Summary & Learning Objectives

This presentation underscores the critical role of fraud risk management in fostering a culture of ethics and compliance while protecting organizations from financial, reputational, and legal harm. It outlines a proactive, playbook-driven approach to identifying, assessing, and mitigating fraud risks through governance, training, monitoring, and investigative strategies. 

You’ll learn:

• Understand why fraud risk management is essential to promoting a strong culture of ethics and compliance
• Gain an overview of a fraud risk management program and its role in supporting ethical and compliant business practices
• Learn practical strategies to safeguard against fraud while reinforcing organizational ethics and compliance efforts.

Presenter & Biography

DJ Rossini
Managing Director, Risk Advisory Services | Grant Thornton

DJ Rossini is a resourceful and highly knowledgeable compliance and investigations professional with decades of experience in legal operations, ethics and compliance program design, enterprise risk management, and many more compliance and security-centric functions. As Managing Director in the Grant Thornton Risk Advisory practice, DJ leads regulatory and corporate compliance program evaluations, enterprise risk assessments, forensic investigations and audits.

DJ has led sensitive investigations involving financial crimes, anti-money laundering and sanctions, intellectual property, bribery and corruption. He has also led ethics and compliance inquiries involving allegations of misconduct, retaliation and violations of law, regulation and policy. While at the FBI, he held multiple roles, including special agent, chief counsel, money laundering and asset recovery program manager and chief compliance and ethics officer. He evaluated compliance and ethics programs, ensuring the procedures and controls were effective, employees conformed to the policies, and developed mitigation plans. He led the creation and development of the Internal Audit Division. He also trained FBI and DOJ personnel on ethics and compliance matters and issues.

DJ is a licensed attorney in Illinois and is a Certified Compliance and Ethics Professional (CCEP). He earned numerous qualifications at the FBI, including certification as policy officer, chief data privacy officer and chief ethics officer, receiving the DOJ, FBI Manuel J. Gonzalez Ethics Award. He served as a Special Assistant U.S. Attorney for 14 years, and subsequently became the Head of Global Security and Senior Counsel for a Fortune 50 international company.

Brown & Brown Professional
Development Presentation
Topic: Navigating Duty Of Care & Emerging International Travel Risks - Panel Discussion
Time: 2:15 - 3:15 PM

Presented By:

Summary & Learning Objectives

 This session will examine the growing financial, legal and operational risks companies face when doing business internationally. Attendees will gain clarity on evolving employer obligations, including how courts have viewed duty-of-care obligations in prior cases. Common insurance gaps and misunderstandings will be shared as well.

Learning objectives are as follows:

• Shifting geopolitical alliances
• Duty of Care obligations & past litigation
• Business Travel Accident Insurance vs. Worker’s Compensation. What works when?
• Common insurance coverage gaps
• Various claim scenarios and action plans
• Insurance products available in the market

Moderator, Panelists, & Biographies

Kerry Klecic - Moderator
Vice President | Brown & Brown

Kerry Klecic is a Vice President within Brown & Brown’s Property & Casualty insurance practice, working out of the Milwaukee office. Kerry joined the firm in 2016 and works mainly with clients in the Manufacturing, Distribution, and Healthcare sectors. Kerry earned a BS from the University of South Florida in Tampa and holds his CLCS and CIC accreditations. He is passionate about educating finance leaders on new ways to manage and transfer risk.

Rebecca Copeland - Panelist
Vice President, Business Development | Healix International

Rebecca Copeland is a seasoned enterprise sales and business development leader with deep expertise in Travel Risk Management (TRM), duty of care solutions, critical event management technology, and risk-mitigation strategy. With a long-standing career serving US Fortune 50–1000 organizations across corporate operations, facilities management, travel, and insurance ecosystems, Rebecca brings a proven track record of driving growth, strengthening client resilience, and delivering enterprise-grade protective solutions.

Rebecca joined Healix International in 2025 as Vice President of Business Development, where she leads strategic growth across the U.S. enterprise market. In this role, she partners closely with insurance carriers, brokers, and global corporate clients to design integrated TRM programs—combining medical, security, and technology-enabled solutions that safeguard travelers, protect assets, and elevate organizational preparedness. She also spearheads new pipeline development, relationship expansion, and market enablement across the A&H and risk-tech landscape.

Nicholas Crane - Panelist
Vice President, Specialty Accident | Berkley Accident & Health 

Nicholas Crane is a seasoned business development leader with extensive experience in client-focused solutions, strategic partnerships, and risk management. Currently serving as Vice President of Specialty Accident Insurance at Berkley Accident and Health, Nicholas brings a proven track record of driving growth and delivering exceptional service across diverse industries. He is well known for his “Out of the Box” creative approach. With a degree in Program Management, Nicholas began his career in administrative roles and quickly advanced through positions that emphasized operational excellence and client retention. His leadership roles at Healix, including Senior Vice President – Americas and Director of Strategic Partnerships, highlight his ability to build strong relationships and implement innovative strategies that enhance organizational success.

Jamie Neumann - Panelist
Vice President, Multinational Practice Broker Leader | Brown & Brown

Jamie joined Brown & Brown in August 2011 and currently serves as Vice President and Multinational Practice Broker Leader. In this role, she oversees the strategic direction of the multinational practice, including program design, servicing standards, marketing initiatives, leading the broker team, and execution of global insurance solutions. With a career marked by progressive leadership, Jamie has expanded the practice’s influence from local markets to national and global platforms through cross-border collaboration. Her client-centric approach and commitment to innovation have consistently delivered best-in-class outcomes, driving both customer retention and organizational growth. She is also recognized for her contributions to talent development, mentorship, and thought leadership, helping to cultivate the next generation of leaders within Brown & Brown.

Jamie specializes in marketing and servicing multinational liability insurance programs across the U.S., with responsibility for day-to-day account management and coordination of complex global accounts. She is also a subject matter expert in business travel accident insurance.

Prior to joining Brown & Brown, Jamie served as Head of Finance for a non-profit organization abroad, following her graduation from the University of Wisconsin–Madison. Her multinational experience spans Central America, Southeast Asia, West Africa, and Europe, enriching her global perspective and operational insight.

CPE Credit

Grant Thornton Professional Development Presentation 
from 1:00 - 2:00 PM = 1 credit
Brown & Brown Panel Discussion
from 2:15 - 3:15 PM = 1 credit
Keynote Presentation from 3:45 - 4:45 PM = 1 credit

Registrations, Cancellations, or Questions?

Michelle Weiss
920.750.9110
michelle@mwcommunications.org
Register and send cancellations by noon on 1/15/26.