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Following are industry related news, updates and helpful information from our strategic partners

  • Friday, June 28, 2019 10:57 AM | Anonymous

    Senior Man Smiling in Doctors Office

    Implementing a Successful SNP Strategy

    July 16, July 24, and August 1
    Webinar Series
    10 – 11 a.m. CT


    With Medicare Advantage (MA) enrollment expected to see continued growth in the coming years, many providers are looking at Special Needs Plans (SNPs) as a way to participate in the MA market and take on more risk for the populations they serve. Although SNPs may not be the right fit for everyone, taking a closer look can help you determine if it could be a viable strategy for your organization.

    Join us for a complimentary three-part webinar series that will help participants understand not only the background and risk-based elements of SNPs, but also the operational and financial considerations that will position organizations for success. CLA professionals will be joined by leaders from across the industry who will share their experiences planning and implementing SNPs throughout the country.

    Please register by July 15, 2019. All registrants will be signed up for all three sessions of the series. If you are unable to make one of the sessions, a recording will be sent to all registrants to enable participation in subsequent sessions.

    Part One — Medicare Advantage and the Rising Interest in SNPs
    Tuesday, July 16 | 10 – 11 a.m. CT
    Speakers: Rob Schile (Principal, CLA) and Jennifer Boese (Director of Health Policy, CLA)

    This session will cover:

    • Medicare Advantage and the increased focus on quality and cost performance
    • The basics of SNPs

    See the event web page for more information.

    Part Two — Key Operational Issues for Success as a SNP
    Wednesday, July 24 | 10 – 11 a.m. CT
    Speakers: Cory Rutledge (Senior Living Segment Leader, CLA) and Dr. Scott Rifkin (Chairman, Preferred Partners Health Plan)

    This session will cover:

    • Leading practices for strong enrollment
    • The importance of a proper care plan
    • A deep dive into hierarchical condition categories (HCC) scores

    See the event web page for more information.

    Part Three — Reimbursement and Financial Considerations of a SNP
    Thursday, August 1 | 10 – 11 a.m. CT
    Speakers: Dave Schuh (Principal, CLA), Stephen Taylor (Principal, CLA), and Hank Watson (Vice President of Corporate Development, American Health Partners)

    This session will cover:

    • The economics for SNPs from both a plan and a health care provider perspective
    • Contract considerations for a new SNP
    • Long-range financial modeling of SNPs

    See the event web page for more information.

    Contact Bobbie Walier at BobbieJane.Walier@CLAconnect.com or 704-998-5204. 

    Can’t make it?
    Check out our event calendar to see what else is happening.

  • Monday, June 03, 2019 5:15 PM | Anonymous

    Retention in a Technological Age: Meet CLA’s LEAD HR Council

    Various dates in August
    Various Wisconsin offices
    8 – 10 a.m.

    Please register on the event web page by July 25, 2019.

    Between a tight applicant market and the pressure to sustain a connected company culture with high retention, today’s leaders have a lot to manage.

    Join us for a complimentary introductory session to experience our LEAD HR Council. Participate and learn with other local professionals in a lively discussion, focusing on how organizations are connecting, retaining, and recognizing staff with the aid of technology.

    What is the LEAD (learn, engage, and develop) HR Council you ask? The council is a group of HR professionals, who meet nine times between September and May, to develop skills, address human resources issues, and enable more capable, influential leaders.

    For a limited time, we’re offering complimentary access to one of four local sessions, led by CLA’s Thomas Schultz, so you can try it out before making the investment in yourself.

    If after attending one of these sessions you feel like getting more involved, consider registering to become a permanent member of the LEAD HR Council. Register by August 16 and save $100.

    Who should attend
    This session is designed for business leaders seeking insights into the best ways to attract and retain talented people, and HR professionals interested in joining a HR LEAD Council group forming in Green Bay, Appleton, Sheboygan and Wausau, Wisconsin.

    August 6 — Wausau CLA office
    311 Financial Way, Suite 100
    Wausau, WI 54401

    August 13 — Green Bay CLA office
    2200 Riverside Drive
    Green Bay, WI 54301

    August 14 — Appleton CLA office
    200 East Washington Street
    Appleton, WI 54912

    August 15 — Sheboygan CLA office
    712 Riverfront Drive, Suite 301
    Sheboygan, WI 53081

    Contact Jen Brown at jennifer.brown@CLAconnect.com or 920-996-1306

    Can’t make it?
    Check out our event calendar to see what else is happening.

  • Thursday, May 30, 2019 4:40 PM | Anonymous

    For more information contact:
    Randall D. Crocker
    (414) 287-1238

    FOR IMMEDIATE RELEASE – May 30, 2019

    Note to Editor: The “von” in von Briesen & Roper, s.c. is all lowercase.



    Randall D. Crocker, President and CEO of von Briesen & Roper, s.c., today announced that the firm has welcomed substantially all of the lawyers and staff of the Appleton-based law firm of Silton Seifert Carlson, S.C. von Briesen’s new lawyers are Lawrence C. Silton, Stephen A. Seifert, Adam N. Skarie and Jared R. Stroik. For over 45 years Silton Seifert Carlson, S.C. has served clients in the Fox Valley with distinction,   focusing on business, municipal and litigation matters. Silton Seifert Carlson, S.C. ceased operations effective May 30, 2019.

    Crocker said, “The addition of these fine lawyers and our opportunity to continue the quality legal services offered by their fine law firm, evidences our continued commitment to Appleton, the Fox Valley and the continued expansion of our firm”.

    Skarie said, “My colleagues and I are excited to join von Briesen as we continue to serve our clients because, among other things, the depth of experience and expanded practice offerings will allow us to better serve our existing clients and to grow our practice with von Briesen.”

    Click here to read the entire press release.

  • Monday, May 20, 2019 11:59 AM | Anonymous


    Running a Successful Retirement Plan: Handling Disbursements

    Wednesday, May 22
    2 – 3 p.m. CT
    1 credit Finance

    RSVP for This Event

    Regardless of your organization’s size and industry, your retirement plan needs continuous oversight to ensure it operates effectively and has the appropriate safeguards in place to prevent issues that often result in costly corrections.

    Join us for our complimentary webinar covering case studies and best practices for the operation of a successful retirement plan. We’ll explore common operational oversights, including enrollment and participant deferrals, and automatic enrollment and escalation processes.

    At the end of these sessions, you will be able to:

    • Manage retirement plan withdrawals, including different types of distributions and loans
    • Review plan withdrawals; and monitor the calculations and reporting completed by the service providers

    Who should attend
    This session is designed for anyone involved in the administration or oversight of qualified retirement plans and those serving in a fiduciary role.


    2 – 3 p.m. — CT – Webinar

    Please register by May 21, 2019.

    Contact Reshma McHale at reshma.mchale@CLAconnect.com or 414-721-7540.

    See the event web page for more information.

  • Thursday, May 09, 2019 10:22 AM | Anonymous

    Aon plc

         Join us for our Protect
         What's Yours webinar series.

    May 21, 2019 | 12:00 PM CST

    It’s your Supply Chain, and We’ll Hack if we want to: it’s the hacker’s turn to cry


    What you Need to Know

    The May edition of our Protect What’s Yours webinar series is an in-depth discussion of Risk 2 of our 2019 Cyber Security Risk Report concerning Supply Chain Risk. This program was developed to help each stakeholder in the enterprise understand how supply chain risk can impact their organizations, and how to create or improve cyber readiness teams.

    Highlights of this program:

    Learn about the current landscape of supply chain cyber risk

    Hear about the proactive steps you can take to increase awareness about this risk and your organization, and what steps you can take to shore up vulnerable areas

    We’ll look at what to do if a breach occurs

    Finally we’ll look at the transfer of risk from the balance sheet.

    Your Speakers

    Brian Cayer

    Vice President Security Advisory

    Aon’s Cyber Solutions Group

    Kim Kimmerle

    Manager Security Advisory

    Aon’s Cyber Solutions Group

    Domenic Rizzzolo

    Senior Consultant

    Aon’s Cyber Solutions Group

    Sandy Bet Dashto

    Cyber Business Development Leader

    Aon’s Cyber Solutions Group

  • Tuesday, April 30, 2019 10:20 AM | Anonymous


    Opportunity Zones: Insights from the Second Round of Proposed Regulations

    Tuesday, May 7
    3 – 4 p.m. CT


    The Opportunity Zone program offers exciting new options for investment in economically distressed communities. Those possibilities have been fine-tuned now that the IRS has released the second round of proposed regulations.

    How might the new guidance affect your Opportunity Zone investment strategy? Join CLA for a complimentary webinar to learn key elements of the regulations, including the areas of greatest interest to investors.

    Who should attend
    Anyone considering investing in operating businesses or real estate within Opportunity Zones, including fund managers, family offices, and developers.

    At the end of this session, you will be able to:

    • Describe key elements of the new guidance
    • Understand how and when to provide your feedback to the IRS on these regulations


    Please register by May 6, 2019.

    Contact Michelle Meyer at michelle.meyer@CLAconnect.com or 920-996-1102.

    See the event web page for more information.

    Can’t make it?
    Check out our event calendar to see what else is happening.

  • Wednesday, April 10, 2019 9:48 AM | Anonymous

    Please Join Us for a Breakfast Briefing with the Oshkosh Chamber of Commerce

    Current Updates on OSHA, EEO Reporting & EAP and Affirmative Action

    Never underestimate the impact agencies such as OSHA and OFCCP and their enforcement powers can have on an organization, large or small. Are you ready if you receive an unexpected visit for an OSHA inspection or audit? If you are a government contractor, have you put in place reliable methods for collecting all the data needed for your EEO reporting and putting together your company's annual Affirmative Action Plan? If you are not a government contractor, are you fully compliant with all safety regulations? This program will provide you with the latest updates regarding workplace safety and OSHA, EEO reporting and affirmative action compliance to help you be prepared for the next investigation, audit or compliance review. Waiting for an OSHA inspection or OFCCP audit will be too late.

    von Briesen & Roper, s.c. is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. This Breakfast Briefing is valid for one (1) PDC for the SHRM-CP or SHRM-SCP.

    Presented by: Jim Macy and Jill Pedigo Hall

    von Briesen & Roper, 2905 Universal Street, Suite 2, Oshkosh

    Thursday, May 2, 2019
    7:30-8:00 - registration, networking and continental breakfast
    8:00-9:00 - breakfast briefing program

    Click here to register on the von Briesen & Roper, s.c. website.

  • Thursday, April 04, 2019 11:01 AM | Anonymous


    Tariffs and Tax Updates: Two Webinars for Manufacturers and Distributors

    April 17 and 25
    1 CPE credit per webinar, taxes

    Tariffs, trade wars, and tax reform are major disruptions in the manufacturing and distribution industry right now. They can substantially affect the way your business operates abroad and plans for the future.

    CLA is offering two complimentary, industry-focused webinars to help you understand the latest developments in U.S. tariff policies and international tax regulations. Join us for either or both of these timely sessions and earn up to two CPE credits.

    Trade Tariff and Policy Update
    Presented by Omar Nashashibi and Leslie Boyd
    Wednesday, April 17, 3 – 4 p.m. CT


    International Tax Updates Under Tax Reform for the M & D Industry
    Presented by Kyle Dawley
    Thursday, April 25, 11 a.m. – noon CT


    Who should attend
    These complimentary webinars are designed for CFOs, controllers, financial managers, board members, and other decision makers in the manufacturing and distribution industry.

    Contact Heather Kloster at heather.kloster@CLAconnect.com or 626-387-8281.

    Can’t make the webinar?
    Fill out the webinar registration, and you will receive an email with the webinar recording and slides following the event.

  • Wednesday, April 03, 2019 12:43 PM | Anonymous

    Click here to read Cleary Gull's First Quarter Market Monitor!

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