THEME
ENGAGE - Building Teams & Developing Employees for the Future

Session 1
Time: 9:00 AM – 10:00 AM
Topic: Creating & Leading Accountable Teams
Eligible for 1 CPE Credit

Session Summary & Learning Objectives
In this session Eric will challenge your assumptions around both accountability and teams. To begin with the notion of holding someone accountable is actually a misnomer. He will also make a case that most teams inside organizations don't really function like teams – rather they are group of individuals with different accountabilities and are focused primarily on the leader.

The goal of this presentation is to help you understand what differentiates most teams, that aren't really teams, from the few that are actually functional, from the precious few that are truly accountable. Eric will then demonstrate what is required to progress your team across this continuum by showing you how to get your team members comfortable saying what they really feel and deal with their real issues together.

Presenter

Eric Coryell
Owner | Core Connections

Biography
Eric dedicates his working life to helping other leaders engage their employees through the creation of functional and accountable teams. He learned the importance and impact of achieving meaningful levels of trust and accountability in organizations during his "working career" which spanned twenty years across three different manufacturing organizations. Through the course of these years he held a variety of positions, including two stints as president, during which he learned a lot about the promises and pitfalls of leadership and leading teams.

Session 2 
Time: 10:00 AM – 10:30 AM
Topic: Virtual Coffee & Networking with 
Breakout Rooms
Not Eligible for CPE Credit

Session 3 – Panel Discussion
Time: 10:30 AM – 11:30 AM
Topic: Changing Dynamics of the 
Professional Workforce
Eligible for 1 CPE Credit

Panel Discussion Summary & Learning Objectives
During the last fourteen months, we have all experienced a significant change in how we conduct business, socialize, collaborate, pursue professional development, and lead our employees and peers towards their development. The pandemic forced most of us to transform our traditional work environments to makeshift home offices and adapt as best as possible to constantly changing situations, driving a change in how leaders recruit, interview, onboard, collaborate, celebrate and develop.

Each business is adapting to its unique challenges. Organizations transformed from 100% onsite environments to 100% remote environments. Now that the vaccine is creating confidence in people’s health and well-being, only a small percentage of employees’ desire to work 100% remotely, and a small percentage of employees want to return to work 100% onsite. Most employees want the flexibility to be partially remote.

The onsite, remote flexibility creates a whole new dynamic for leaders. Our objective is to learn and be inspired by our panel's leadership and creativity on how they have and continue to adapt in a constantly changing world.

Moderator

Nancy Schmidt
CEO | AIA Corporation

Biography
Nancy Schmidt has served as CEO of AIA Corporation since May 2020. She brings more than 25 years of experience partnering with and advising small business owners and large corporations on ways to achieve measurable outcomes and has a strong record of highly effective leadership, driving continuous improvement and building collaborative and trusting relationships. Since becoming AIA CEO, Schmidt has launched a new strategic vision and spearheaded company and owner community growth initiatives.

Prior to her current role, Ms. Schmidt led AIA’s financial strategies and operations for two years, as Vice President, Finance and Chief Financial Officer. She also previously held senior financial positions guiding and overseeing accounting, financial analysis, planning and reporting functions for Werner Electric Supply and consulted on tax and risk management strategies for Schenck SC and Wipfli LLP business clients.

 

Panelist

Robert Fleming
Resident Managing Director
Green Bay & Milwaukee | Aon

Biography

Rob serves as Resident Managing Director for Aon Wisconsin, with overall responsibility for Aon’s operations within the state. In addition to leading the Wisconsin operations, Rob continues to serve as an Account Executive, supporting clients in strategic risk management planning and execution. Rob also works closely with other Aon Account Executives to ensure executive level support from all of Aon’s industry, product, and service groups.

Rob had led the Wisconsin operations since 2014 and also maintains over 25 years of risk management consulting experience. He serves clients in all segments (middle market to multinational corporations) with an emphasis on the manufacturing and professional service sectors as well as family owned businesses. 

Panelist

Jayson Edwards, CPA
Chief Financial Officer | Foth

Biography
Jay Edwards, CPA, is the Chief Financial Officer at Foth, a Wisconsin headquartered, multi-disciplined engineering firm with more than 650 professionals. Prior to joining Foth in January 2017, Jay enjoyed a 20+ year career in public accounting with Arthur Andersen and Baker Tilly, where at the latter, he served as an Audit and Business Advisory Partner. During his career, Jay has worked with numerous public registrants and private clients (multi-national) ranging in size from start-ups to $4B in industries which included: manufacturing, distribution, retail, professional services, software, printing/publishing and employee benefit plans. He has been a member of FEI since 2003.

Panelist

Jim Rubright
Vice President & Chief Financial Officer | TIDI Products

Biography
Jim Rubright is Vice President and Chief Financial Officer at TIDI Products, a Wisconsin based manufacturer of single-use infection prevention products for the medical, dental and foodservice markets, and a variety of poly films for converters. Jim joined TIDI Products as their Chief Financial Officer in 2014. He has experience developing and leading multiple functional areas in companies with a variety of ownership structures. Previously, Jim held the position of Executive Vice President & Chief Financial Officer at Winsert in Marinette, WI.

Jim currently holds board positions with a manufacturing company and two non-profit organizations, including the NEW Chapter of FEI since 2013.

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.

May 19, 2021 Career Development Seminar:Instructional Method: Virtual Experience Level: Basic Prerequisites / Advance Preparation: None Field of Study: Session 1= Business Management & Organization; Session 2 = Not CPE eligible; Session 3 = Personal Development. Recommended CPE Credits: Session 1 = 1.0 Credit; Session 2 = 0 Credits; 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