When:

Tuesday October 21, 2014
2:00 PM - 7:30 PM CDT

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Where:

Liberty Hall Banquet &
Conference Center

800 Eisenhower Drive
Kimberly, WI 54136
920-731-0164 


 
Driving Directions 

Schedule:

2:00 – 4:05 PM
Professional Development Session

4:15 – 5:30 PM
Keynote Speaker Presentation

5:30 – 5:45 PM
Business Meeting

5:45 PM – 7:30 PM
Social Period & Dinner

For this event the social period and dinner will be combined.

We will have pub tables for those who wish to stand and enjoy a beverage with a few hors d'oeuvres, as well as traditional dinner tables for those who prefer to be seated with their colleagues.

Dinner will be served buffet style.

CPE Credits:

Professional Development Session
Qualifies for 2.5 CPE Credits

Keynote Speaker Presentation
Qualifies for 1.5 CPE Credits
 

Fees & Cancellation Policy:

This meeting is free for FEI members, strategic partners and prospective member guests.

Please send cancellations to mwcomfoxcities@gmail.com by no later
than 5:00 PM
on Friday October 17, 2014.

 

Contact:

Michelle Weiss
Financial Executives International
920-750-9110920-750-9110
mwcomfoxcities@gmail.com

You are cordially invited to attend our
October Chapter Meeting.


Keynote Speaker Presentation

JOHN BYKOWSKI
Chairman of the Board
SECURA Insurance 

The Relationship Business:  Inspiring a Genuine Culture 

John Bykowski joined SECURA in 1997 as President and CEO, and was named Chairman of its Board of Directors in 2004. On July 1, 2014, he retired after 17 years with the company. John continues as the company’s board chair. Prior to SECURA, he was Senior Vice President of Marketing for West Bend Mutual Insurance.

 A Marquette University Graduate, John also spent part of his 40-year property and casualty insurance career with Wisconsin Employers, Allstate, and Milwaukee Insurance. He currently serves on the Board of Directors for the Fox Cities Building for the Arts, and is a board member for Ministry Health Care, as well as serves on its Finance Committee.

 Mr. Bykowski’s presentation, The Relationship Business: Inspiring a Genuine Culture, will focus on the following:

  • Strengthening service and relationships with agents & associates 
  • Aligning management and engaging associates 
  • Operational performance and efficiency


Professional Development Session

Supply Chain Risk Overview &
Health & Benefit Best Practice Overview

Presented by AON

Framework for Effective Healthcare Programs

While many of the compliance issues with the Affordable Care Act has passed, organizations are still left to deal with of the other challenges associated with their healthcare programs including trend mitigation, attraction and retention of talent, improving workforce productivity, and wellness.

This session will provide an overview of challenges organizations face in developing and maintaining a healthcare program.  It will focus on the “how, what, and why” related to key strategies in the areas of people, processes, and technology, performance measurements & key performance indicators, and annual operating plans.

An Analytical Approach to Supply Chain Management and Risk Assessment

Supply chain risk issues are nothing new and exist in both boom and bust economies. Recently, weather, customer demand shortfalls, competitive pressures, IT disruptions, and interruption events involving key suppliers are just some of the risks that have significantly impacted supply chain management effectiveness and/or eroded shareholder value in the last 24 months. In addition, supply chains are increasingly encompassing distant locations, some in less-than-politically stable regions, which is introducing new risks. Examples include political instability, regulatory action, embargo, import or export license cancellation, third-party blockade, governmental interference with a supplier, and forced abandonment. Risks can even include political actions of individuals, such as riots, strikes, sabotage, and terrorism.

This session will provide an overview on organizational assessment and quantification of supply chain risk as well as discussion on business continuity management as a means to mitigate such risk.

October Professional Development Session Presenters 

 

Brian Eklow, PE
Senior Consultant
AON Global Risk Consultants

As a member of Aon’s Global Risk Consulting team, Brian has been providing supply chain risk and business continuity planning consultation, as well as property risk control engineering consultations, to a wide variety of clients within the manufacturing and food, agriculture, and beverage industries.

Brian maintains more than 30 years of experience working in insurance and brokerage as a Loss Control Engineer; initially, as a Property Specialist in the highly protected risk category. This work involved identification of property and business interruption risks and development of engineering or administrative controls to reduce exposure to adverse risks. During this time, Brian provided loss control engineering to clients in both property and casualty areas, including workers’ compensation; general liability; product liability; and commercial vehicle coverage lines.  


Jon D. Snead
Senior Vice President & Local Practice Leader
Aon Hewitt Employee Benefits Group – Grand Rapids Office

 Jon’s primary responsibilities include delivering consulting services to over 20 customers in Michigan, as well as providing consulting services to other Aon customers throughout the United States

Prior to joining Aon Hewitt, Jon spent 14 years of working with employee benefits as a senior leader in human resources, which has given him a unique perspective from both sides of the Customer-Consultant relationship. His experience has allowed him to assist clients with plan design, administration development, plan funding analysis, and communication programs to employees. Jon has also become involved in consulting on wellness assessment and wellness programs for some of his largest clients. Since joining Aon Consulting in 1997 from Amway Corporation, Jon has designed Health and Benefits programs with several large employers such as Herman Miller, Inc., Sara Lee Foods, Grand Valley State University, Tower Automotive and Donnelly Corporation.

Mr. Snead holds a BA in Psychology from The University of Michigan and a Masters of Arts from Central Michigan University. Jon also serves on Aon Hewitt Central Region Sales Committee and is a board member of the Greater Michigan Chapter of the March of Dimes.

CPE Registry Logo

Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.  

Instructional Method:  Group-live       Experience Level:  Basic      Field of Study:  Keynote Presentation =  Specialized Knowledge; Professional Development Session = Personal Development.      Prerequisites / Advance Preparation:  None       Recommended CPE Credits:  Professional Development Session = 2.5; Keynote Speaker = 1.5    For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines.  Some state boards may differ on how many minutes constitute a credit hour. Contact your state board for more information.  For more information regarding administrative policies such as complaint and refund, please contact Michelle Weiss, Chapter Administrator:  mwcomfoxcities@gmail.com.

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