October 2025 Chapter Meeting

DATE: Tuesday, October 14, 2025
TIME: 1:00 PM – 6:30 PM
LOCATION:  St. Norbert College | DePere, WI

Join us at our October Event!

Event Timeline

• 12:30 - 12:55 PM
  Event registration
  
  
• 1:00 - 2:00 PM
  Brian Belski Keynote Presentation
  
  
• 2:00 - 2:30 PM
  Networking & Business Announcements
  
  
• 2:30 - 3:30 PM
  Aon Presentation
  
  
• 3:30 - 3:45 PM
  Networking
  
  
• 3:45 - 4:45 PM
  UBS Presentation
  
  
• 4:45 - 6:30 PM
  Social / Dinner
  
  

Location

St. Norbert College Bemis Conference Center
299 3rd Street
DePere, WI 54115

Keynote Presentation Time
1:00 - 2:00 PM

Keynote Topic

U.S. Market Outlook

Summary 

To be announced.

Learning Objectives

• To be announced.
• To be announced.
• To be announced.

Keynote Presenter & Biography

Brian Belski
Chief Investment Strategist
BMO Capital Markets Corp.

Brian is the Chief Investment Strategist and leader of the Investment Strategy Group, provides strategic investment and portfolio management advice to both institutional and private clients. Brian’s group produces several investment strategy publications on a regular basis, with particular focus on both the U.S. and Canadian equity markets. 

In his more than 34 years in the investment industry, Brian has held various senior strategy and research roles, including positions at Oppenheimer & Company, Merrill Lynch, and Piper Jaffray. Brian is frequently quoted in the financial press, including regular appearances on CNBC, and BNN, and is renowned for his accuracy as a strategist. 

Brian has been ranked as a Top Gun analyst by Brendan Woods since 2016. He holds a B.Sc. degree from St. Cloud State University and splits his time between the BMO offices in New York and Toronto.

Aon Professional Development Presentation
Topic: Supply Chain Risk Management: Building Resilience In a Volatile World
Time: 2:30 - 3:30 PM

Presented By:

Summary & Learning Objectives

In today's rapidly changing global environment, supply chains face unprecedented challenges and risks. This presentation explores the critical aspects of supply chain risk management and the strategies necessary to build resilience. This session will help finance leaders:

• Proactively identify risks in their supply chain and minimize the impact of unforeseen events
• Understand the financial implications of supply chain risk and how to protect your balance sheet
• Gain a better understanding of “Best Practices” in managing your supply chain risk

Presenter & Biography

Lauren Field
Business Impact Analysis Team Leader,
Director – Business Interruption Valuations
Aon

As Director, Lauren leads Aon’s Business Interruption Valuation Forensic Accounting Practice. Her team evaluates the declared values reported to underwriters for determination of premiums and conducts business impact analyses to assess the economic impact of interruptions from both the direct and indirect (supply chain) perspective. These engagements assess maximum foreseeable loss (MFL) exposures to determine where risk is transferrable or exposed and evaluate supply chain vulnerabilities. The team also leverages experience to assist insureds in mapping supply chains for insured’s risk management and operational teams to gain better insight into their risks. Lauren also manages and calculates complex time element and property damage insurance claims and justification services for small to multi-million-dollar claims. As director, she also conducts training sessions for both colleagues and clients on time element exposures and valuations and manages marketing initiatives for valuation services.

Prior to joining Aon in 2012, Lauren began her career with Dempsey, Myers & Company as a consultant specializing in business interruption, large property claims, and construction auditing for a variety of industries. She first began working in the industry in 2005.

 Lauren’s expertise includes business interruption valuations, time element exposure value modeling, supply chain exposure analyses and mapping, forensic accounting, complex property, and time element claims preparation. 

UBS Professional Development Presentation
Topic: Navigating the Retirement Income Landscape: How Behavior Changes
Time: 3:45 - 4:45 PM

Presented By:

Summary & Learning Objectives

Your employees understand that guaranteed lifetime income plays a significant role to living securely and confidently in retirement. As a plan sponsor of your company’s retirement plan, your employees are looking to you to help them with that process. Retirement income options come with various strategies, tradeoffs and risks. This session will help you better understand the lifetime income landscape. This session will help you better understand the lifetime income landscape and will cover:

• Why consider adding lifetime income
• What are your fiduciary responsibilities
• What has been the experience of plan sponsors that are offering lifetime income

Presenter & Biography

Bruce Lanser, CIMA, CRPS, CRPC, CPFA, AIF, CPMS
Senior Retirement Plan Consultant| UBS Retirement Plan
Consulting Services

For more than 30 years, Bruce has been helping plan sponsors strengthen their employee retirement plans. He focuses his practice on delivering insights and results in three key areas within corporate retirement planning: sponsor and participant success, investment consulting, and fiduciary guidance.

Bruce addresses several priorities for each relationship—clarifying client needs, identifying goals and implementing plan changes to drive outcomes. His engagements start with an analysis to understand the current state of an organization and its retirement plan. Plan design, the investment menu, fiduciary liability, fees, service providers and participant retirement readiness are all evaluated in order to outline where things are today and discuss opportunities moving forward. From there, he applies his experience and in-depth knowledge of the 401(k) to match client needs with strategies and partners that can best support their organization and employees.

To Bruce, advising a 401(k) plan is not just about investments and fees. It's about people, families and helping them feel confident about their future. He provides retirement committees with a well-documented process designed to help them comply with fiduciary responsibilities and optimize participants’ retirement outcomes.

Bruce works primarily with mid- to large-size businesses that want to protect and enhance their current retirement plan. He and his team work best with clients who are concerned about their employees’ retirement and need help building a plan that can make a real difference in their lives as they work toward their retirement goals.

CPE Credit

Keynote Presentation from 1:00 - 2:00 PM = 1 credit
Professional Development Presentation from 2:30 - 3:30 PM = 1 credit
UBS Professional Development 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 10/7/25.

Register Now