When:

Tuesday, September 11, 2018
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 - Associated Bank

3:00 PM - 3:05 PM
Switch Presenters

3:05 PM – 4:05 PM
PD Session 2 - von Briesen

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

4:15 PM - 5:30 PM
Keynote Session

5:30 PM - 5:45 PM
Business Meeting

5:45 PM – 7:30 PM
Social & Dinner

Contact

Michelle Weiss
Financial Executives International
920.750.9110
michelle@mwcommunications.org

Keynote Speaker

  
Jan Allman
President, CEO and General Manager | Marinette Marine

Topic
Servant Leadership

Summary
A servant leader implements change and motivates a workforce by focusing on their needs, and what they require to be successful. Strong communications, employee engagement, and time data management not only improve efficiency, but strengthens morale. Empowering a workforce to provide feedback and ideas can propel the entire organization forward.

Biography
Jan Allman was appointed President, CEO, and General Manager of Fincantieri Marinette Marine on July 7, 2014. Ms. Allman comes to MMC with extensive manufacturing and operational excellence experience. Prior to joining MMC, Ms. Allman served as the Vice President of Global Manufacturing at Navistar Corporation, where she and her manufacturing team played a pivotal role in helping to reinvent Navistar's manufacturing landscape. Under Ms. Allman's leadership, Navistar's vehicle and engineer manufacturing plants across North America implemented numerous rigorous standardized systems and processes and established dedicated onsite quality resources. These efforts resulted in significant improvements to the quality of Navistar's products and greater 
customer satisfaction.

Ms. Allman began her career with the Ford Motor Company at the Lima Engine Plant in Ohio at the age of 19. She spent 26 years at Ford in numerous vehicle and powertrain manufacturing roles with increasing responsibilities, with career assignments including engineering and production both in the U.S. and Europe. Her last position at Ford was as Chicago Assembly Plant Manager, where she was responsible for the plant's overall operation, the safety of its 2,500+ workforce, a $335M annual budget and more than $8B in annual revenue. During her tenure at the Chicago assembly plant, she successfully implemented a lean manufacturing model and launched nine vehicles in three years with a product portfolio complexity unlike any other facility. She and her team continued their focus on safety, improved labor hours per vehicle, exceeded budget targets, and delivered best-in-class quality during a time of rapid change.

Ms. Allman holds a B.S. in Mechanical Engineering from GMI Engineering and Management Institute in Flint, Michigan. She is currently a member of the Department of Commerce Manufacturing Council, the National Infrastructure Advisory Council (NIAC), and the Marinette Menominee Area Chamber of Commerce. She resides in Wisconsin with her husband, Jeff, and their two daughters, Ariel and Jade.

Professional Development Session – Part 1
Presented by Associated Bank
Topic: Life After LIBOR & Interest Rate Update

Summary
A 45-minute presentation, followed by a 10-15 minute Q&A period, will be provided to the audience outlining the anticipated 2021 replacement of LIBOR; a topic that is currently in the forefront of market news. LIBOR impacts a wide range of global participants including borrowers, lenders, financial institutions, and insurance companies who utilize derivative products. The presentation will cover why the change is needed, who the players/groups are recommending the replacement, the transition to the new index, and the current thoughts around what will replace LIBOR, as well as, an outlook of the current interest rate environment.  Of the five countries participating in LIBOR reporting, an update will be provided as to where each is in the process. In summary, this session will focus on the historical and most recent developments on the replacement of LIBOR impacting over $350 trillion of financial instruments globally.

Presenter 

Donald J. Lloyd
Senior Vice President & Manager of Capital Markets | Associated Bank

Biography
Don Lloyd has over 35 years of experience within the Capital Markets having created and implemented the Foreign Exchange, Interest Rate Swap, and Commodity Desk at Associated Bank.  Over the past 10 years his team of 14 experience product specialist provides appropriate client solutions to Associated Bank’s Corporate, Commercial, Small Business, Private Client Services and Retail customers.

Don was formerly the Managing Director and Head of North American Trading for a top 10 global FX provider, President of ACI: The Financial Markets America, sat on the Federal Reserve Foreign Exchange Committee chaired by the head of the FOMC, and was on the Canadian Committee for Professionalism.

Don holds an MBA from the University of North Carolina and a BBA from the University of Mississippi and have been an adjunct instructor of finance at Aurora University for over 8 years.

Professional Development Session - Part 2
Presented by von Briesen
Topic: Negotiations 101

Summary
Negotiations 101 teaches skills and practices that will assist attendees to improve the results of their negotiations. They will learn a number of the basic tools applicable to all negotiations, how to employ them effectively, and strategies to minimize their helpfulness when used by the other party. They will also lean how emotions play a role in negotiations and approaches that negotiators can use to avoid allowing their emotions to affect their judgment.

Presenter

 
Thomas Myers
Attorney | von Briesen

Biography
Tom Myers is a Shareholder in the Business Practice Group. Tom focuses his practice on mergers and acquisitions, succession planning, executive compensation, ESOP transactions, business counseling, corporate finance and taxation. He represents manufacturers, distributors, large retailers, software companies, mezzanine lenders, private equity sponsors and financial institutions.

Tom has served as lead attorney for both sellers and buyers of businesses and has many years of effective service in representing public companies, family-owned entities, leveraged buyout funds, investment banking and other equity funds. He is a frequent presenter to business groups regarding all legal aspects of the business purchase process, including valuation, negotiations, taxation, business structure, documentation and due diligence, as well as the process of marketing a business for sale.

Practice Areas:

  • Business and Corporate Law
  • Business Succession Planning
  • Capital Markets
  • Tax
  • Mergers and Acquisitions
  • vonBriesenOneSource
  • Executive Compensation

Education:

  • University of the Pacific, McGeorge School of Law, J.D., Order of the Coif; with distinction, 1981
  • University of the Pacific, LL.M., Taxation, 1982
  • University of Wisconsin-Milwaukee, B.A.

Bar Admissions

  • Wisconsin
  • Illinois
Presenter


Timothy Nettesheim
Attorney | von Briesen

Biography
Tim Nettesheim is a Shareholder and Chair of the Capital Markets Group. Tim guides publicly and privately held clients through every stage of the business life cycle, from acquisition to sale. Tim’s passion is structuring and negotiating all aspects of buyside and sell-side M&A deals, including financial analytics and modeling, sourcing financing and capital, tax analysis, and bringing buyers and sellers together to complete their most important transactions. His team provides clients with a turnkey solution that combines all legal aspects of an M&A deal with advisory services traditionally provided by investment banking boutiques.

Professionally trained at the Harvard Negotiation Institute, ENS International and the Mendoza College of Business at the University of Notre Dame, Tim is known for his successful negotiation strategies and his popular in-house training programs for clients that include public companies, banks and closely held businesses. He coaches clients, sales teams and human resource professionals on how to use formal negotiation principles in their day-to-day business activities.

He is a well-known author and speaker for business and professional organizations, including the State Bar of Wisconsin, TEC (The Executive Committee/Vistage), Midwest Business Brokers and Intermediaries (MBBI), and the Wisconsin Institute of Certified Public Accountants. Tim shares his professional knowledge and experience as a trained negotiator, a finance advisor and a tax expert on a variety of practical tax issues, including state and federal income taxation, real estate taxation and executive compensation. A noted teacher, he is a former adjunct instructor for the highly regarded Graduate Tax Program of the University of Wisconsin Milwaukee’s School of Business Administration, where he taught Corporate Tax Strategies. Tim has also lectured on business law at the University of Wisconsin Law School.
 
Practice Areas:

  • Business and Corporate Law
  • Mergers and Acquisitions
  • Business Succession Planning
  • Tax
  • Capital Markets
  • vonBriesenOneSource

Education:

  • University of the Pacific, McGeorge School of Law, J.D., Order of the Coif; with distinction, 1981
  • University of the Pacific, LL.M., Taxation, 1982
  • University of Wisconsin-Milwaukee, B.A.

Bar Admissions:

  • Wisconsin
  • California

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 11, 2018 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 = Personal Development; Keynote Speaker = Personal Development. Recommended CPE Credits: Personal Development Session 1 = 1.0; Personal 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.