2023

July / August

President's Message

Diversity & Inclusion Group (DIG) Update

Miller, Jo Head Shot

The next emerging leaders lunch webinar will focus on 5 Ways to Shift from Doing to Leading. It will be held in person at the Truity Partners Office in Appleton on Thursday, 8/24, from 11:00 AM - 12:30 PM.

Click here to register!

Holler, Judi

Join us at the 2023 FUSION Event featuring Judi Holler! Learn how to start thinking like a CEO, set boundaries that stick and take more confident actions.

This annual sponsored event will be held on Tuesday, 9/19, from 2:00 - 4:30 PM at the Fox Cities Performing Arts Center in Appleton. Click here to register now - seats are limited!

Peer Group Update

The Summer Peer Group Meeting is around the corner. This quarterly exclusive meeting is for FEI Members only. Spend an afternoon with your peers discussing the topics important to you!  

Date:           Thursday, August 24, 2023
Time:           2:00 - 4:30 PM
Location:     Keller, Inc. Office | Kaukauna
CPE:            3 credits

Click here to register

The Fall Meeting will be held virtually via Zoom on Wednesday, 12/13, from 2:00 - 4:30 PM. Online registration is available now by clicking here.

Membership Update

As of July 27, 2023, our chapter's current membership count was 211. Since the last newsletter, we've added six (6) new members. Please continue to refer prospective new members as our 2023-2024 program offerings are being developed and two events will be offered during the month of August.

Branam, Andrew (BelGioioso Cheese)
Andrew Branam
Accountant | BelGioioso Cheese, Inc. | Green Bay | New Member | Referred by Aaron Nelson (BMO)
Carter, Steve (Briess Industries, Inc.)
Steve Carter
Vice President/CFO | Briess Industries, Inc. | New Berlin | New Member | Referred by Jim Gallimore (BMO)
Clover, Lyndsey (Cher-Make)
Lyndsey Clover
Accounting Manager | Cher-Make | Greenleaf | New Member | Referred by Joe Topp (Francis LLC)
Preston, Kimberlee (First Business Bank)
Kimberlee Preston
Senior Vice President - Director of Treasury Management | First Business Bank | Brookfield | New Member | No referral source
Scherer, Evan (Valley Express)
Evan Scherer
CFO | Valley Express Companies | Oshkosh | Referred by Dan Fabich (Wipfli)
Ubl, Jeanine (Evans Transportation)
Jeanine Ubl
SVP of Finance | Evans Transportation | Delafield | Referred by Kris Iwinski (CIBC)
SEPTEMBER CHAPTER MEETING ANNOUNCED!

September 14, 2023

Save the date! Our first FY23-24 chapter meeting will be held on Thursday, 9/14, from 2:00 - 6:30 PM at Bridgewood Conference Center in Neenah.

Keynote speaker, Kelly Richmond Pope, PhD, CPA, will focus on *The Many Faces of Ethics and Fraud in Today's Business Environment
(*eligible for 2 CPE credits in behavioral ethics)

Online registration to follow soon!

Pope, Kelly Richmond (Headshot)

Special Features