March/April 2020

March/April 2020

President's Message

The Diversity & Inclusion Group Update includes the following information:

2/25/20 Lunch & Learn Webinar summary
Recommended reading selections
4/28/20 Lunch & Learn Webinar cancellation
6/30/20 Lunch & Learn Webinar information
2020 Fusion Event Date

To read the complete Diversity & Inclusion Group Update click here

The Peer Group met on March 5, 2020, and discussed business relevant topics including accounting, personnel/human resources & management services.

All FEI Members are welcome to join the conversation at the next Peer Group Meeting as follows:

Date: Thursday, June 11, 2020
Time: 2:00 PM · 4:30 PM
Location: Keller, Inc. I Kaukauna I WI

Click here to register! You can earn 3 CPE credits if you attend the meeting in person.

2019-2020 Program Schedule Updates

We're excited to report we gained 8 new members during our second chapter challenge promotion! Since the remainder of our chapter meetings have been cancelled this fiscal year due to the COVID-19 Coronavirus, we are working with the FEI National Office to determine if we can offer another opportunity to reduce the annual dues rate from $399 to $299 before the end of the fiscal year.

To read the entire membership update click here.

Given all the recent developments with the COVID-19 Coronavirus, upcoming chapter events have been affected. Members and strategic partners should have received communications surrounding upcoming event cancellations.

However, please click here to access the most current program schedule. This document is also posted on the chapter's home page under the Quick Links Section (middle right of page).

2020 Academic Achievement Awards

Due to the impact of the COVID-19 Virus, FEI faced the difficult decision of cancelling the April 23, 2020 Chapter Meeting and 2020 Academic Achievement Awards. As a result, we wanted to share excerpts from both the press release and award ceremony that would have featured this year's award winners.

For more than 15 years, our chapter has proudly supported the FEI Academic Achievement Awards, a program developed to recognize and reward the demonstrated excellence of finance and accounting students from colleges throughout the area. Four $1,000 award checks will be distributed to the recipients. The chapter supports this annual commitment and deems it a worthy investment in the next generation of business and thought leaders who will successfully carry on the mission of FEI.

The following recipients were selected from the group of eligible accounting and finance majors who applied for 2020 Academic Achievement Awards consideration:

Casie Bartels: St. Norbert College
Ethan Richmond: Lakeland University
Kyle Radavich: UW - Oshkosh
Alex Wallner: UW - Green Bay

In addition to the award, these students will receive a digital subscription to FEI Daily, a certificate of academic excellence from FEI National President and CEO, Andrej Suskavcevic, and a standing invitation to all FY 2020-21 FEI of Northeastern Wisconsin chapter meetings and events.

Click here to view the award ceremony presentation, which also includes additional information about each deserving award recipient and their plans after graduation in May 2020!

Special Features

Associated Bank

The annual Associated Benefits and Risk Consulting MarketPulse trend study examines what employers are doing to manage risks, promote employee productivity and morale and reduce overall costs. The 2020 trend study focuses on strategies employers can use to respond to the constant challenges they face today including combatting rising healthcare costs and providing comprehensive benefits that help address employees’ personal and financial needs and improve engagement and productivity.

Learn more about these and other trends – download a copy of the 2020 MarketPulse trend study at www.associatedbrc.com/MarketPulse

Francis Investment Counsel

COVID-19 and the markets – here is the help your employees NEED!

Whew! Between the fallout surrounding COVID-19 and a near 30% drop in the stock market, it’s been a crazy few weeks! Your employees are worried, fearful, and looking for answers.

You know Francis Investment Counsel has an extraordinary team who specializes in financial education, advising, and coaching. We have a unique skillset, and now is the time to share.

Here’s how we can help:We’re offering all FEI members and their employees’ free access to Francis Investment Counsel’s MoneyAdvice@Work® COVID-19 resources page. There you will find live and recorded webinars, market update videos, and ongoing content focused on navigating these uncertain times.

Check it out here. While you will be asked to provide the name of your employer, Francis Investment Counsel will not collect individual names or emails. We don’t sell retail financial products, so you and your employees benefit from these resources without the fear of follow-up solicitation.

If you would like to make this available, contact Joseph Topp via phone (262-781-8950) or email (joseph.topp@francisinvco.com). We will help you communicate this free, no obligation benefit.