Past Event Resources

Deferred Compensation Planning for Management Retention & Business Owner Transition

Click here to view von Briesen & Roper s.c.'s Presentation.

The Evolving Role Of CFOs - Navigating With Technology & Foresight

Click here to see Protiviti's Presentation.

Current Trends In The M&A& Financing Markets

Click here to view the panel discussion slides from CIBC, CLA, & Mason Wells.

Dreading Your ERP Upgrade? There's A Silver Lining

Click here to see Jefferson Wells' Presentation.

C Suite Partnership – Turning Great Ideas Into Fundable Growth Initiatives

Click here to view Tanduo Technical Partners' Presentation

For The Love Of Mondays: How To Create Your Most Productive Work Week

Click here to see Jenna Piché's Keynote Recap.

The Importance of Fraud Risk Management

Click here to see Grant Thornton's presentation.

Navigating Duty Of Care & Emerging International Travel Risks

Click here to view Brown & Brown's Panel Discussion Slides

The Financial Value Of The HSA &Upcoming Law Changes Of The HSAs & FSAs

Click here to view Associated Bank's presentation slides.

Unlocking The Power Of Digital Tools & Automation For Everyday AI In Your Business

Click here to see CLA's presentation.

Supply Chain Risk Management: Building Resilience In A Volatile World

Click here to view Aon's presentation slides.

Navigating the Retirement Income Landscape: How Behavior Changes

Click here to see UBS' presentation.

Ethics In Accounting – Continuing & Increasing Challenges

Click here to view the slides from Keynote Speaker, Professor Terry Warfield.

Strategic Considerations For Corporate Growth & Liquidity Options

Click here to see BMO's presentation slides.

Tariffs & Trade Turmoil: Plans For2026 & Beyond

Click here to review von Briesen & Roper's presentation

Key Updates in Labor & Employment Law: Essential Takeaways for Employers

Click here to view the slides from Godfrey & Kahn.

Optimizing Finance: Aligning Transformation Goals with Software Solutions

Click here to see Grant Thornton's slides.

Economic Update

Click here to see the slides from Associated Bank.

CIBC & Mason Wells Panel Discussion: M&A: How Deals Get Done

Click here to view CIBC's slides.

No Place but UP!

Click here to view Lance Fox's Keynote Presentation.

The Top Industrial Sales & Marketing Plays Your Lead Gen Strategy Needs Now

Click here to see the slides from Weidert Group.

Transforming Finance with AI: Strategies for Readiness, Governance & Advanced Analysis

Click here to view the presentation from Baker Tilly.

Ethical Leadership in Finance: Balancing Profit & Principle

Click here to review Sachin Shivaram's Keynote Presentation.

Development Opportunities: Challenges & Tools to Work with Local Governments

Click here to see the slides from von Briesen & Roper.

Risk Pool Management: How to Develop a Health Plan that Wins Financially

Click here to view the general presentation slide from Brown & Brown Insurance.

The Evolution of Executive Benefits

Click here to view Aon's professional development presentation slides.

Elections & the Markets: Looking Back & Moving Forward

Click here to see the slides from Francis, LLC's presentation.

Constructive Conflict: Approaches to Healthy Conflict Presentation

Click here to view Thomas Schultz's professional development slides from CLA.

Constructive Conflict: Approaches to Healthy Conflict Handout

Click here to see the handout from Thomas Schultz's presentation.

Navigating the Evolving Landscape: Current Trends & Strategic Insights in Mergers & Acquisitions

Click here to view Wipfli's professional development presentation.

Charting the Digital Shift

Click here to read Protiviti's professional development presentation slides.

September 9, 2026 Chapter Meeting

Deferred Compensation Planning for Management Retention & Business Owner Transition

March 18, 2026 Chapter Meeting

Life From The Top Of The Mind

The Evolving Role Of CFOs - Navigating With Technology & Foresight

Current Trends In The M&A& Financing Markets

February 19, 2026 Chapter Meeting