When:

WEDNESDAY, September 25, 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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Event Timeline:

1:30 PM - 2:00 PM
Registration

2:00 PM - 3:00 PM

Professional Development Session 1: Wipfli LLP

3:00 PM - 3:05 PM
Switch Presenters

3:05 PM - 4:05 PM
Professional Development Session 2: CliftonLarsonAllen (CLA)

4:05 PM - 4:15 PM

Break/Networking

4:15 PM - 5:30 PM
Keynote Session - Michael S. Seaver

5:30 PM - 5:45 PM
FEI Business Meeting

5:45 PM - 7:30 PM
Social/Dinner

Contact

Michelle Weiss
Financial Executives International
920.750.9110
michelle@mwcommunications.org

Keynote Speaker

  
Michael S. Seaver

Executive Coach, Consultant & Thought Leader

Topic
The Pain-to-Purpose Journey

Summary
Although traditional hierarchies still dominate many facets of our lives, societal shifts have made ever-changing networks critical for business and career success. Michael will share his pain-to-purpose journey and ahead-of-their-time strategies for how you can connect your organization’s mission to your employees’ personal missions. 

You’ll learn tactical actions you can take in your 1-to-1 meetings, 1-to-many presentations, change facilitation processes, continual learning methodologies and focus when shifting away from outcomes to processes. Unemployment is low, competition for talent is high, and unconventional approaches to employee engagement are critical for your leadership development and your organization’s success.

Biography
Michael S. Seaver is an award-winning executive coach, author, keynote speaker and podcast host. He’s on a mission to unlock human potential to help people uncover and live their purpose, and live a more meaningful and authentic life. Crashing through conventional boundaries, Michael thrives at the intersection of next generation business strategy concepts, positive psychology and conscious capitalism. His unique methodology has revolutionized how leaders can live authentically and how organizations engage employees. Michael leverages eye-opening statistics, emotional storytelling, humor and audience participation to deliver a memorable message with clear takeaways. He offers no-nonsense strategies to help people find confidence in their life’s narrative, commonalities across generations working today, and ways to communicate with emotional intelligence.

Michael S. Seaver is an award-winning executive coach, author, keynote speaker and podcast host. He’s on a mission to unlock human potential to help people uncover and live their purpose, and live a more meaningful and authentic life. Crashing through conventional boundaries, Michael thrives at the intersection of next generation business strategy concepts, positive psychology and conscious capitalism. His unique methodology has revolutionized how leaders can live authentically and how organizations engage employees. Michael leverages eye-opening statistics, emotional storytelling, humor and audience participation to deliver a memorable message with clear takeaways. He offers no-nonsense strategies to help people find confidence in their life’s narrative, commonalities across generations working today, and ways to communicate with emotional intelligence.

Professional Development Session 1
Presented by Wipfli LLP
Topic: Current Hot Issues in M&A Transactions

Summary
Join Wipfli’s investment banking professionals Robert Meyer and Paul Ouweneel in a discussion of current trends in transactions including tariff impacts, management team quality, volatility drivers, growth outlook, and others. Robert and Paul will discuss the general market conditions and trending issues to be aware of. Knowledge will aid in preparation for current or future transaction as well as enhancing your company value.

Presenters
 
Robert Meyer
Managing Director | Wipfli LLP

Biography
Leveraging over 10 years of experience in investment banking, Robert has advised on numerous M&A and financing transactions across many industry verticals with entities of all sizes. Robert is sought after for his has vast experience in many aspects of corporate finance including private equity, commercial lending, corporate development, and internal finance. He has served as a CFO, which enables him to have a thorough understanding of a client’s most important considerations.

Areas of Focus:

  • Merger and Acquisition Advisory (Buy side)
  • Equity capital raising
  • Debt capital raising

University of Chicago, Booth School of Business

  • Master of business administration (MBA) degree - Graduated with honors

University of Michigan, Ross School of Business

  • Bachelor of business administration (BBA) degree – Graduated with distinction



Paul Ouweneel

Director | Wipfli LLP

Biography
Paul has spent over 13 years assisting clients in selling their privately owned business or helping them expand through acquisition. Paul’s time is spent exclusively executing sell-side merger and acquisition advisory, buy-side merger and acquisition advisory, valuation, and related engagements. Paul is highly sought after for his intense client focus and technical skills.

Designations:

  • FINRA Series 63 and Series 79 license holder
  • Chartered Financial Analyst (CFA)
  • Certified Public Accountant (CPA)
  • Certified Financial Planner™ Professional

University of Wisconsin-Whitewater

  • Master of Professional Accountancy – Emphasis in Finance
  • Bachelor of Business Administration (BBA) degree - Accounting

Professional Development Session 2
Presented by CliftonLarsonAllen (CLA)
Topic: Today's Cybersecurity Risks - 10 Ways to Lose Everything

Summary
With new cybersecurity breaches in the news almost every day, many of us think these attacks are an inevitable part of doing business, but you don’t have to be a victim. There are specific tactics that hackers employ and very pragmatic defensive measures your company can take to ward them off. We will cover some of the most common weaknesses we encounter and provide insight on how to harden your network, train your employees, monitor for breaches, and other key preventative measures you can take.

Presenter
 
Mark Eich
Principal | CLA

Biography
Mark is Principal in charge of the Information Security Services Group at CliftonLarsonAllen. He has over 29 years of experience in auditing and technology consulting. In this position, he has actively led many IT audits and security assessments for clients in a range of industries and with a diversity of operating environments. He leads a team of technology and industry specialists in an efficient approach to provide security analyses that are balanced with business needs. Information security assessments include:

  • Network penetration services.
  • Internal network security assessments.
  • Incident response and electronic forensics services.
  • IT audit and SOC / SSAE 18 (formerly SAS 70)
  • SOC for Cybersecurity
  • Information security policies and procedures assessment / consulting.
  • PCI compliance

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.
 
September 25, 2019 Chapter Meeting: Instructional Method: Group-live Experience Level: Basic Prerequisites / Advance Preparation: None; Field of Study: Professional Development Session 1 = Economics; Professional Development Session 2 = Information Technology; Keynote Speaker = Personnel / Human Resources. 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.