Tuesday, February 20, 2018
2:00 PM to 7:30 PM

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Bridgewood Conference Center 
1000 Cameron Way
Neenah, WI 54956

Driving Directions 


1:30 PM - 2:00 PM

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 - Baker Tilly Search
& Staffing

4:05 PM - 4:15 PM

4:15 PM - 5:30 PM
Keynote Session

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

5:45 PM – 7:30 PM
Social Period & Dinner


Michelle Weiss
Financial Executives International

Keynote Speaker

- Wilson R. Jones -

President & CEO | Oshkosh Corporation

Topic: Oshkosh Corporation's People First Journey

Wilson Jones will highlight how Oshkosh Corporation is implementing a "People First" culture through engaging, developing and connecting team members. He will discuss why this is important to Oshkosh Corporation, the role leadership plays in enabling this culture, and the impact this journey has made on their team members and company performance.

Wilson R. Jones is the president and chief executive officer (CEO) of Oshkosh Corporation, a position he was appointed to in January 2016. Most recently, Mr. Jones served as president and chief operating officer (COO) for the Company. 

Mr. Jones joined the Company in 2005 as the vice president and general manager of the Airport Products Business Unit. He was appointed to executive vice president and president of the Oshkosh Fire & Emergency segment in February 2008. In 2010, Mr. Jones took leadership of the Company’s Access Equipment segment where he helped accelerate global expansion and new product development. In August 2012, Mr. Jones was appointed to president and chief operating officer. 

Mr. Jones has been in specialty vehicle manufacturing for more than 25 years. He serves on the Board of Directors for Thor Industries, Inc., one of the world’s largest manufacturers of recreational vehicles and has served on the Board of Directors for the Fire Apparatus Manufacturers’ Association and the American Ambulance Association. Mr. Jones holds a bachelor’s of business administration degree from the University of North Texas.

Matthew Wirth
Matt Wirth is a Senior Consulting Manager for CDH, a national accounting and consulting firm.  He has been consulting with privately held companies for over twenty years.  CDH provides a service called Executive Focus.  This service offers a process, tools and support to helps management teams improve their performance.  They design custom graphics packages which identify trends, relationships and performance drivers.  The net effect is a system that fosters continuous improvement and enhances the bottom line.

Personal Development Session – Part 1
Presented by Associated Bank
Topic: Life After LIBOR

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 by a yet-to-be determined index; 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.  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.


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

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.

Personal Development Session - Part 2
Presented by Baker Tilly Search & Staffing
Topic: Achieving a Successful Software Implementation: Selection Through Implementation

A major software implementation project can be an overwhelming task for any leader. Implementation starts with selecting software that most closely meets your business needs. This session will discuss how to get started, common pitfalls to consider, and other tips to meet your implementation goals.

- Cindy Bratel -
Enterprise Solutions Director | Baker Tilly


Cindy Bratel is a Director with Baker Tilly in their Management Consulting practice and is located in the Milwaukee, Wisconsin office. She is a leader within the Enterprise Solutions team and has over 25 years of experience helping clients leverage technology to transform and grow their business. Cindy’s experience includes project management, materials and operations management, ERP software implementation, process improvement, organizational restructuring and information technology. She has served clients in multiple industries including automotive, HVAC, consumer products, recreational equipment, food service manufacturing, and non-profit organizations.

Cindy also serves as the technology leader for Baker Tilly’s Center for the Return of Manufacturing which guides and directly assists manufacturing companies looking to competitively return manufacturing jobs to the US. Prior to her 11 years with Baker Tilly, Cindy led new product development programs for Carrier Corporation and worked in supply chain strategy for Dana Corporation. Cindy holds a BBA in Management Computer Systems and an MBA from the University of Wisconsin Whitewater.


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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.
February 20, 2018 Chapter Meeting: Instructional Method: Group-live Experience Level: Basic Prerequisites / Advance Preparation: None; Field of Study: Personal Development Session 1 = Finance; Personal Development Session 2 = Computer Software & Applications; Keynote Speaker Session = Business Management Organization; 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.