May / June
President's Message
Diversity & Inclusion Group (DIG) Update

Our next emerging leaders lunch webinar series will be held in person on Thursday, 8/24, from 11:00 AM - 12:30 PM at the Truity Partners Office in Appleton. Click here to register!
The final lunch webinar in this series will be held on Thursday, 10/19, from 11:00 AM - 12:30 PM at the Godfrey & Kahn Office in Appleton. Please save the date if you're interested in attending.

The 2023 FUSION Event will be held on Tuesday, 9/19, from 2:00 - 4:30 PM at the Fox Cities Performing Arts Center in Appleton.
The Featured Speaker will be Judi Holler, Best-selling Author of Fear is My Homeboy. Click here to register now as seats are limited!
Peer Group Update
FEI Members, our Summer Peer Group Meeting will be held in person! Important meeting information is included below:
Date: Thursday, August 24, 2023
Time: 2:00 - 4:30 PM
Location: Keller, Inc. | Kaukauna
CPE: 3 credits
Click here to register!
Our 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.
Keller, Inc. | Kaukauna
Click here to register! 3 CPE credits (must attend the entire meeting & sign the CPE attendance sheet).
Membership Update
As of May 24, 2023, our chapter's current membership count was 207. Since the last newsletter, we've added four (4) new members and had one (1) reinstatement (as shown below). Please continue to refer prospective new members during the summer months as we plan our 2023-2024 program offerings (which will resume in September).
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June 13, 2023
Don't miss our summer social event! This year we're gathering at Lambeau and will hear Dick Leinenkugel, Former President of Leinenkugel's Brewing Company, speak about lessons from 35 year career in beer. Afterwards, enjoy amazing food, spirits, and enter to win one of many themed giveaways.
Register by Tuesday, 6/6 to join us.

Special Features
2023 Aon Benefit Forum
Date:
Wednesday, June 21, 2023
Time:
7:45 AM - 11:30 AM
Location:
Aon Office (overlooking Lambeau Field) | Green Bay
The Privately Held Business (Part 3)
Positioning your business interests for sale — and preparing for life after the business. In the latest installment of our series, CIBC’s commercial banking and wealth experts offer their experience and guidance to senior leaders that may be pondering the future of their company and their personal life. Whether it’s now or sometime in the future, many business owners will ask themselves “what’s next?” and it can be a difficult question with lasting implications and financial complexities.
Financial Panic of 2023?
Banking crises. Patience. And preparing for the future. Read more as Ed McIlveen (CFA), Chief Investment Officer at Francis LLC, digs into the recent banking scare caused by the failure of Silicon Valley Bank, explores why financial crises keep happening, and advises investors on how to best prepare for future financial crises.
Cybersecurity Tips: Passphrase vs Password
Passwords have been used for decades as a way to protect sensitive data, but they are no longer sufficient in today’s cyber threat landscape. Hackers use increasingly sophisticated techniques, making it easier for them to crack credentials and gain access to private information. When considering which one to use—passphrase vs. password—the former has many advantages.
Passphrases provide a more secure way to protect your accounts and data. In this blog post, we will discuss five ways in which passphrases are better than passwords, why passphrases were invented, and why cyber hygiene is critical for organizations.
Jefferson Wells CFO Priorities Survey
CFOs/CAOs…join your peers! Jefferson Wells is conducting their 2nd annual CFO Priorities Survey looking at the priorities, challenges, and strategic initiatives of CFOs this year. Your responses will be compiled into a report available in September for download on our website, www.jeffersonwells.com. Thank you for sharing your perspective by completing this short survey.