March / April

We welcome you and your team to join Aon WI and our Captive Solutions team at either of our two upcoming seminars to learn more about Group Captives. Whether you have explored group captive solutions in the past, or perhaps the concept is completely new to you, these sessions will serve as a great opportunity to help you better understand if a captive solution is a good fit for your business. 

Green Bay (April 27^th 8:30am – 11:30am)
AON Green Bay Office
1175 Lombardi Ave, Ste 350
Green Bay, WI 54304

Milwaukee (May 11^th 8:30am – 11:30am)
AON  Milwaukee Office
Garden Level Conference Room
10700 W. Research Dr.

Attention all health plan sponsors and financial decision makers: You will not want to miss this series!

Jenn Smith-Hulbert, Director of Healthcare Innovation at Brown & Brown, begins her three-part statewide tour this month. Beginning in Milwaukee, Healthcare Innovation: 2023 Spring Seminar Series, consisting of three parts will dive into employee health benefit trends and the evaluation of health care innovation. All three parts will be presented in Milwaukee, at the Brookfield Conference Center, in Green Bay at the Lodge Kohler and in Wausau, at the Jefferson Street Inn & Events. Seats are filling fast, click on the location below to register for the event in your area.

Today, it’s entirely possible that three or even four, generations are trying to figure out how to coexist peacefully in the workplace — from the silent generation’s insistence on daily desk time to millennials’ comfort with working from a mobile device in a coffee shop at 7 p.m. It’s hard enough in any company, but the challenges can run even deeper for a family business.  When a business is being passed to many generations, the family dynamics, including the issues and definitions of “family wealth,” can become even more complex and more of an ongoing challenge, even in the family businesses that appear most successful.

Are you and your team ready to address the provisions of the SECURE 2.0 Act? The Act’s 90 provisions have direct impact on employers and their participants and will require advanced planning, discussions with your service provider, and communication to your employees. Francis Investment Counsel and DeWitt LLP discuss SECURE 2.0 and its impacts for employers and their participants. We cover: key provisions of the Act, mandatory vs. optional provisions, impacts and benefits for participants, and provide a suggested action plan for plan sponsors. Tune in and stay in-the-know on SECURE 2.0.

82% of confirmed data breaches against organizations involved the human element, according to the latest Data Breach Investigations Report. This means that many security issues in the workplace could be avoided with protocols that take into account human error or internal malicious activity. 

On March 30 at 11:00AM CT, Jefferson Wells’ National Director, Technical Accounting & Financial Reporting Center of Expertise, Michelle Search, will be presenting a Quarterly Accounting and Reporting Update. This webinar brings important highlights into one easily digestible session. Each quarter, Michelle and her team will provide an overview of SEC, FASB, and PCAOB activities, including proposed and final rules applicable for both public and private companies. Our experts will help you understand the scope and potential impact of any new and proposed rules, and any trends in regulatory rules and US GAAP.

Experience Inbound 2023 is a one-day conference focused on maximizing today’s most effective marketing and sales strategies and tactics. Join us to hear leading experts from around the country share results-driven strategies to grow your business — from SEO and content marketing to lead generation, marketing AI and more. Plus network with hundreds of other marketers and industry thought leaders.

Save the date that’s best for you:

April 26, 2023 — Lambeau Field, Green Bay
April 27, 2023 — American Family Field, Milwaukee