2023

September / October

President's Message

Diversity & Inclusion Group (DIG) Update

Holler, Judi

Thanks to everyone that attended the 2023 FUSION Event featuring Judi Holler! Almost 1,000 people participated in this annual event. A link to view Judi's recorded presentation will be available in October. Please contact Michelle Weiss if you were unable to attend the event and would like to watch the recording.

Miller, Jo Head Shot


Unfortunately, due to chapter scheduling challenges the October 19th emerging leaders lunch webinar has been cancelled.

Lemke, Karen Square (Lemke Leadership)

Save the date! The Spring DIG Event has been confirmed and will take place on Tuesday, May 14th, 2024. Karen Lemke will return to provide a morning workshop on positive intelligence at the Foth Office in Green Bay from 8:00 - 11:00 AM.

Peer Group Update

Our Fall Peer Group Meeting will be held virtually in December. This quarterly exclusive meeting is for FEI Members only. Spend an afternoon with your peers discussing the topics important to you!  

Date:           Wednesday, December 13, 2023
Time:           2:00 - 4:30 PM
Location:     Virtual - Zoom
CPE:             3 credits

Click here to register

Virtual | Zoom Click here to register! 3 CPE credits (Must attend entire virtual meeting & answer all polling questions to earn credit).
2:00 — 4:30 PM Wednesday, December 13, 2023


Virtual | Zoom

Click here to register!
3 CPE credits
(Must attend entire virtual meeting & answer all polling questions to earn credit).    

Membership Update

New members are on the rise! As of September 27, 2023, our chapter's current membership count was 212. Since the July/August Newsletter, we've welcomed six (6) members. Our 2023-2024 programs are underway, so please continue to refer and bring prospective members with you to upcoming chapter events.

Armstrong, Joe (Green Bay Packaging)
Joe Armstrong
Finance Director | Green Bay Packaging - Coated Products Division | Green Bay | New Member | Referred by Natalie Van Den Bosch (Grant Thornton)
Bartol, Sheila (C3)
Sheila Bartol
CFO | C3 Corporation | Appleton | Reinstated Member | Referred by Dave Pierre
Bohrtz, Jesse (Kono Kogs)
Jesse Bohrtz
Senior Accountant | Kono Kogs, Inc. | Green Bay | New Member | Website Referral
Heim, Brian (Green Bay Packaging)
Brian Heim
Controller | Green Bay Packaging - Coated Products Division | Green Bay | New Member | Referred by Joe Armstrong
Keltesch, Jeff (A-Z Process Solutions)
Jeff Keltesch
Controller | A-Z Process Solutions | Appleton | FEI Website Referral
Zorr, Jeff (PRN Healthcare)
Jeff Zorr
Manager of Business Analysis | PRN Healthcare | Appleton | New Member | Referred by Joe Toonen
FISCAL YEAR 2023-2024 PROGRAM SCHEDULES AVAILABLE

The chapter's 2023-2024 program schedules were distributed to members and strategic partners on 8/30 via email. Several updates have been made to both documents since the release date. Click on the links below to view the most recent versions:

General Program Schedule

Virtual Professional Development Program Schedule


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Special Features

Financially Motived Criminal Group Uses Advanced Social Engineering Tactics and Reconnaissance to Target Telecom, Technology & Manufacturing
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Client Threat Advisory

Financially Motived Criminal Group Uses Advanced Social Engineering Tactics and Reconnaissance to Target Telecom, Technology & Manufacturing

What Should I Know About This Threat Actor?
Aon has observed currently active and persistent targeting of organizations across multiple sectors by a financially motivated criminal group. This threat actor is known as Scattered Spider, UNC3944, 0ktapus, and other variations of these names.

Please refer to the attached client advisory for additional details, techniques, and recommendations and countermeasures. 

CIBC’s Privately Held Business Series - Part 3
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Article

CIBC’s Privately Held Business Series - Part 3

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Below is a link to part 3 of CIBC’s Privately Held Business series:

https://us.cibc.com/en/commercial/cibc-insights/privately-held-business-part-3.html

Also, click here to view a supplemental podcast episode.

 

 

The Maze of Retirement Plan Costs: Managing Fees for Best Outcomes
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Webinar

The Maze of Retirement Plan Costs: Managing Fees for Best Outcomes

Date: Tuesday, October 31st 
Time: 12:00pm CST
 
Description: Effectively managing your retirement plan’s costs remains one of the most important activities for those within your organization tasked with overseeing this benefit and can oftentimes feel like a maze. The majority of ERISA lawsuits include claims of excessive fees paid by participants. During this session, we’ll help you understand and navigate the various components of your plan’s cost structure and outline best practice strategies to prudently manage the participant fees and boost account balances. 


Register here
Data Privacy Symposium
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Event

Data Privacy Symposium

Join Godfrey & Kahn on October 12th for their Data Privacy Symposium in Milwaukee! Presenters include speakers from the Federal Trade Commission, 3M, Baxter International and Godfrey & Kahn. They will be discussing relevant topics such as artificial intelligence, privacy tips from in-house counsel, and how to avoid risks related to online tracking tools. You'll walk away with a deeper understanding of the current data privacy landscape, privacy risks, and how to manage them in your organization. A happy hour will follow the presentation.

Register here
Attention Manufacturers! 
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Event

Attention Manufacturers! 

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Manufacturing First Expo & Conference
October 25 • Resch Expo • Green Bay

Attend Wisconsin’s best manufacturing and industrial conference. Grow your knowledge, network, and business at this premier event. Presenters include keynote Bill Fournet speaking about How to Thrive in an Age of Disruption, plus breakout speaker Greg Linnemanstons of Weidert Group sharing Artificial Intelligence: How Industrial Sales & Marketing Teams Can Leverage its Power. 

 

 

Learn More