Wednesday, September 21, 2022
2:15 PM to 6:00 PM
Bemis Conference Center
St. Norbert College Campus
299 3rd Street
De Pere, WI 54115
Driving Directions
1:45 - 2:10 PM
Registration
2:15 - 3:15 PM
Professional Development Presentation
3:15 PM - 3:30 PM
Business Announcements
3:30 - 4:30 PM
Keynote Speaker Presentation
4:30 - 6:00 PM
Social / Dinner
Keynote Speaker
Steve Jones
Co-founder | Jadin-Jones Coaching & Consulting
Topic
Developing Leaders Who Grow a Winning Culture
Summary
Culture either happens by design or default. Steve Jones will be discussing how to intentionally create and grow a “winning” culture by developing leaders within your organization. The importance and power of connection, mindset, and servant leadership are specific topics that will be covered in leadership development and cultural growth.
Learning Objectives
Biography
Steve Jones is a professional leadership coach, keynote speaker, consultant, and best-selling author who teaches leaders to empower themselves and others, and compassionately create cultures of strength, unity, and resiliency. Steve’s positive impact developed as a teacher and head football coach at Kimberly High School in Wisconsin, where throughout 11 seasons he led his teams to a record of 129-9 (including a state record of 70 consecutive wins), five state championships, and nine conference championships. Steve’s winning formula is now captivating Fortune 500 companies, professional sports organizations, and competitive leaders looking to inspire connected, successful teams.
Professional Development Presentation
Presented by CLA
Topic: Economic & Industry Outlook
Summary
The presentation will explore current economic indicators and the impact market trends are having across industries. A focus will be on current and future challenges facing companies and strategies to address these challenges. A high-level analysis of overall market conditions will accompany several industry specific spotlights.
Learning objectives are as follows:
1. Understand the challenges of the current economic environment.
2. Understand the trends and strategic companies are embracing to address current challenges.
3. Understand the key elements of the current and future state of several industries.
Presenters
Eric Aronson, CPA
Principal | CLA
Biography
Eric has more than 15 years of public accounting experience, primarily in the manufacturing and distribution industry. He has a strong background in financial reporting and compliance. Additionally, Eric works with manufacturing companies on developing or improving management financial reporting and benchmarking, with an emphasis on capacity/value add revenue analysis. Eric's passion is to help business owners and leaders improve their knowledge of costing and financial reporting to drive strategic decision making and grow enterprise value.
Education
Eric earned his Bachelor of business administration in accounting and operations management from the University of Wisconsin – Oshkosh. He is a Certified Public Accountant in the state of Wisconsin.
Chris Moss, CFA
Principal | CLA
Biography
Chris has served individual clients for more than 25 years, working closely with them to identify their unique personal objectives. His extensive investment experience, combined with a natural curiosity about people and business, allows him to develop close relationships with his clients while serving as a thought leader for the firm.
Education
Chris graduated Magna Cum Laude from Saint Norbert College in De Pere, Wisconsin. He has also earned the Chartered Financial Analyst designation from CFA Institute, Charlottesville, VA.
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.