When:

Tuesday, March 19, 2019
2:00 PM to 7:30 PM



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Where:

Rock Garden Conference Center 
1951 Bond Street
Green Bay, WI 54303
 


 
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Schedule:

1:30 PM - 2:00 PM
Registration

2:00 PM – 3:00 PM

PD Session 1 - Aon

3:00 PM - 3:05 PM
Switch Presenters

3:05 PM – 4:05 PM
PD Session 2 - ABRC

4:05 PM - 4:15 PM
Networking / Break

4:15 PM - 4:30 PM
Business Meeting

4:30 PM - 5:45 PM
Keynote Session

5:45 PM – 7:30 PM
Social & Dinner

Contact

Michelle Weiss
Financial Executives International
920.750.9110
michelle@mwcommunications.org

Keynote Speaker


Mark Hogan
Secretary & CEO | WEDC

Topic
Economic Development Update For The State Of Wisconsin 

Summary
Mark’s presentation will offer an update on economic development efforts of WEDC and the State of Wisconsin, and how they worked with their regional partners to achieve job creation and retention wins in Northeast Wisconsin. It will also include how WEDC’s programs enhance the quality of life at the local and regional level. Finally, it will also include an update on talent attraction and retention efforts at both the state and regional levels.

Biography
Mark’s work experience includes almost four decades at M&I Marshall & Ilsley Bank and BMO Harris Bank. He retired in 2010 as M&I’s executive vice president and chief credit officer before signing on to serve as senior adviser to BMO Harris in 2011. Mark served in this role until being appointed by Governor Scott Walker to his current position in September 2015.

A Green Bay native, Mark earned a bachelor’s degree in finance from the University of Notre Dame and received his MBA from Marquette University.

Mark currently serves on the boards of the Wisconsin Housing and Economic Development Authority (WHEDA), the Cristo Rey Jesuit High School in Milwaukee, as well as the Archdiocese of Milwaukee Finance Council. He has also served on the boards of the Children’s Hospital and Health System, the Better Business Bureau of Wisconsin, Divine Savior Holy Angels High School, the Milwaukee County Historical Society, Marquette University High School and Mount Mary University, among others.

Professional Development Session – Part 1
Presented by Aon
Topic: Are Your Employees Ready for Retirement?

Summary
Many employees are faced with the ongoing challenge of managing financial life today while preparing for the future. Helping your employees plan for a secure retirement starts with knowing where they stand. This presentation will dive into Aon’s Real Deal research outlining actionable insight into important retirement planning issues such as:

  1. Employee perception around current financial wellbeing and ability to make financial decisions.
  2. How much employees need to save in order to maintain their standard of living in retirement.
  3. Whether employees’ current contributions are sufficient to meet their goals.
  4. The role of employer contributions in helping workers achieve their savings goals. 

Presenter 

AJ Stoll, FSA, EA, CERA
Retirement Consulting Actuary | Aon

Biography
AJ Stoll, FSA, EA, CERA is a manager of Aon’s retirement income adequacy services (the Real Deal), providing consulting services and benchmarking reports around retirement income adequacy and financial wellbeing. AJ currently manages a client portfolio of 70+ benefit plans (defined benefit, nonqualified pension and postretirement welfare). In addition, AJ supports colleagues and clients in his role as a Midwest Business Leader for Aon. 

Aon is a global professional services firm providing advice and solutions in Risk, Retirement and Health at a time when those topics have never been more important to the global economy. Aon develops insights – driven by data and delivered by experts – that reduce the volatility our clients face and help them maximize their performance.

Professional Development Session - Part 2
Presented by Associated Benefits Risk & Consulting (ABRC)
Topic: Data Analytics - How to Use Analytics to Drive Decisions

Summary
Evolving technology has changed our lives and the way we conduct business. The availability of health plan data is greater than it has ever been, but knowing how to use this data is key to managing future healthcare cost trends. Data interpretation and development of actionable items based on what the data is revealing is the major theme of this presentation.

Presenter


Jay N. Scott, CHC
SVP, Employee Benefits Practice Group Leader | Associated Benefits & Risk Consulting


Biography
Jay joined ABRC in 1998 following 17 years of professional experience as a leader in the insurance industry. He has held high level executive and management positions within organizations such as Blue Cross Blue Shield. He has successfully managed client benefit plans across the U.S. and established an impressive record of delivering creative solutions that produce value for companies and their employees. Jay is extremely knowledgeable in all areas of employee benefit planning, including onsite clinics, prescription benefit management and population health management.

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.
 
March 19, 2019 Chapter Meeting: Instructional Method: Group-live Experience Level: Basic Prerequisites / Advance Preparation: None; Field of Study: Professional Development Session 1 =  Finance; Professional Development Session 2 = Information Technology; Keynote Speaker = Economics. Recommended CPE Credits: Professional Development Session 1 = 1.0; Professional Development Session 2 = 1.0; 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: michelle@mwcommunications.org.