You are invited to attend our 
September 2015 Chapter Meeting

Keynote Speaker Presentation
-Chad Kopitzke-
Founder of NeXtGen Advantage
Topic: Millennials & Multigenerational Considerations

The talent landscape is changing, and smart companies are moving forward with the times. Do you know what it takes to recruit, retain, and motivate top talent in today's environment? I will offer key insights surrounding three important questions:

• What talent acquisition problems lie ahead?
• Who is this up and coming talent audience (millennials)?
• How can we create a powerful program, and why does it matter?

 I’m a Generation Xer stuck between two of the largest generations in American history – Millennials on one side, Boomers on the other. Through my background of managing internship programs on a university campus, I’ve played third party between companies and students. I hear what business leaders need and what keeps them up at night. And I understand today’s college kids – how they think and what they value. Yet my own mentors have been C-level corporate Boomers, so I can also relate to how they operate and what they expect. All of this places me at a unique vantage point in modern business culture. I see the problems. I build solutions. I know how to help generations connect – rather than collide – for the sake of business growth.

NeXtGen Advantage is a niche consulting firm dedicated to helping employers attract, motivate, and retain young talent for long-term sustainability. In today’s economic environment, more than ever before, organizations need to understand how to assimilate the next generation of talent into the workplace. Your future success depends on it.

The Problem
Boomers are exiting the workplace, taking with them a wealth of tribal knowledge crucial to your organization. How will you refill their gap with the next generation of talent?

Today’s leadership struggles to understand the Millennial culture. In turn, Millennials struggle to fit the mold of traditional workplace hierarchy. How can the span of generations come together for the long-term health of your organization?

The Solution
Progressive organizations will establish intentional feeder systems designed to attract, motivate, and retain young talent. Have you considered where your organization will stand five years from now? Ten years? Twenty? As experienced employees transition out, you must have a system in place that empowers your organization to grow and succeed seamlessly.

The NeXtGen Advantage
You need the experience, insight, and expertise to establish rock-solid internship programs and new grad recruitment strategies. NeXtGen Advantage has it. We know how Millennials think and operate. We can help your organization build a program that connects generations and turns our differences into collective strengths. Within each program, we will create:

1. An efficient process – Learn how to effectively recruit, screen, train, motivate, develop and retain young talent for the long-term benefit of your organization.

 2. High quality – Do you know what today’s college students are saying about your workplace? If you’re serious about attracting top talent, their perception matters. Students talk. They know the “best” places to work and the employers to avoid. We’ll help you improve your perception by creating quality internship experiences for students – which will boost your opportunities to employ top talent after graduation.

3. Sustainability – We don’t just come in to offer ideas. We’ll help you implement and sustain them. NeXtGen Advantage will work with your team to identify the right people within your organization to own your feeder program and propel it forward.

Professional Development Session
Presented by: Francis Investment Counsel
Topic: Retirement Rules of Thumb

Whether you’re just starting out or getting ready to retire, your future financial security is dependent on your financial practices today! Get an insider’s view of what lies ahead and the decisions you’ll need to make along the way with “Retirement Rules of Thumb”. You’ll learn key metrics advisors use to help plan participants stay on track for a financially secure life after work. Key savings, spending, and Social Security rules of thumb will be shared. Plus, we’ll unlock some of the mysteries surrounding your Social Security Benefits and learn techniques you are never too young to know in order to maximize your share of this important component for your future financial security.

The class will be hosted by Meredith Ehn, Advisor – Participant Services, of Francis Investment Counsel (pictured left). Meredith has over eight years of experience working with retirement plan participants and serves as the Social Security subject matter expert for the firm.

Meredith serves as Advisor - Participant Services and is responsible for providing participant education and individualized advisory services. She graduated from the University of Vermont with a Bachelors of Arts Degree in Political Science. Meredith joined Francis Investment Counsel after serving as a registered representative for a national brokerage firm where she developed and maintained personalized investment strategies for clients and managed client relationships. She currently resides in Milwaukee, Wisconsin with her husband. She can be reached via email at meredith.ehn@francisinvco.com.

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.

September 15, 2015 Chapter Meeting: Instructional Method: Group-live Experience Level: Basic Prerequisites / Advance Preparation: None Field of Study: Professional Development Session =  Personal Development; Keynote Speaker Session = Personal Development; Recommended CPE Credits: Professional Development Session = 2.0; 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.