2020 Event Sponsors

Session 1
Time: 9:00 AM – 10:00 AM
Topic: Using Data & Models to Support Business Strategy – COVID-19 Edition
Presented by CLA

Session Summary
In this session, CLA will explore “real life” financial analysis solutions in response to COVID-19 in various industries. How can data be used in a strategic, forward-looking manner to support business strategy in the midst of a pandemic? Session participants will interact with data informed modeling tools to understand how organizations use data analysis to navigate through the COVID-19 pandemic by using scenario modeling to inform decision making and long-term success.

It’s the next revolution in client service. We’ve reimagined CLA Intuition, using the sophisticated power of BI Dashboards to bring greater financial insight and clarity to our clients facing unprecedented times. The Coronavirus crisis has been particularly trying for small businesses, and we want to support those clients, many of whom make up the fabric of our communities.

What is CLA Intuition©? CLA Intuition is a proprietary financial planning program that identifies and models the financial impacts of an organization’s key performance drivers. The CLA Intuition process creates a series of interactive modeling dashboards that allow an organization to view its financial performance projections under a variety of scenarios.

CLA Intuition 2.0 has been specifically designed to help with the extraordinary issues raised as a result of the coronavirus pandemic. It will help your clients see the ramifications of the tough decisions and the impact of new legislation on the future of their organizations.

Presenters

Matt Borchardt
Principal | CLA

Biography
Matt Borchardt’s experience has been heavily concentrated on the health care industry. He has supported numerous strategic capital planning projects and is skilled in development and utilization of the CLAIntuition financial modeling tool for health care strategic consulting clients. Specialties: CLA Intuition, Healthcare, Strategic Planning, Facilitation, Physician Development Plan Analysis, Physician Productivity Analysis, Pricing Analysis, Physician Demand Analysis, Post Acute Demand Analysis, SNF Demand, Hospice Demand, Service Line Profitability, Valuations, Medicare Reimbursement, Physician and Hospital Integration, Post Acute, and Strategic Financial Analysis.

Education
- Bachelor’s Degree in Accounting and Computer Information Systems Masters of Arts (M.A.) Management, College of St. Scholastica

Chris Handrick
Principal | CLA 

Biography
With more than 20 years of experience, Chris provides audit, accounting, and consulting services to privately held businesses in a variety of industries, including manufacturing and distribution, retail, consumer products, telecommunications, and transportation and logistics.

Chris specializes in audit leadership and execution, and identifies specialty services that can benefit the firm’s clients. His experience goes beyond compliance services as he helps businesses with management consulting, strategic planning, and merger and acquisition analysis.  Chris has worked with several private equity groups going beyond the audit to provide additional expertise including analyzing acquisition opportunities. Chris is a strategic leader at CLA and serves on the firm’s Wisconsin Advisory Board.

Education
- Bachelor of business administration from St. Norbert College, De Pere, Wisconsin

Session 3
Time: 11:30 AM – 12:30 PM
Topic: Why & How to Network & Build Relationships During & After Physical Distancing for Seated & In-Transition FEI Members & Guests
Presented by Experis Finance

Presenter

Larry Kaufman
Regional Managing Director | Experis Finance

Session Summary 
Physical and social distancing has moved many of us to a virtual working environment. As a result, our commute times have been eliminated, external coffee, breakfast and lunch meetings are virtual and there is no travel domestically or internationally. We have hours added into our daily working schedules. Those in transition are not commuting to interviews or networking events. Now is the time to understand how to enhance your relationship base through effective networking, connecting and giving. This will be impactful today and will continue to pay dividends when we return to the workplace.

Biography
Larry Kaufman is the author of The NCG Factor – A Formula for Building Life-Changing Relationships from College to Retirement. He is the Managing Director for the Midwest Region of Experis Finance, LinkedIn international speaker and trainer, and is well known as a local and national guest speaker for our FEI and for our Northeastern Wisconsin Chapter.

Larry is a connector, giver, and rainmaker who lives his life to help others succeed. He has held roles in public accounting, financial consulting, and recruitment as well as sales and operational leadership with P&L ownership and worked in other entrepreneurial capacities.

Larry has also hired and developed inside and outside sales forces in healthcare, technology, staffing, manufacturing, consulting firms, and the accounting industry. He has been a powerful force in helping companies of all sizes by providing hundreds of corporate introductions to business professionals wishing to expand their client base. Larry is an investor and advisor to several local technology companies and sits on the board of Holiday Heroes, a charity that brings joy and a sense of normalcy to hospitalized children. He has a BBA from Loyola University in Human Resources Management. Larry resides in a Chicago suburb with his wife and two children.

May 14, 2020 Career Development Webinar: Instructional Method: Video Conference Experience Level: Basic Prerequisites / Advance Preparation: None Field of Study: Session 1= Management Services; Session 2 = Management Services; Session 3 = Personal Development;. Recommended CPE Credits: Session 1 = 1.0 Credit; Session 2 = 1.0 Credit; Session 3 = 1.0 Credit.

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