When:

WEDNESDAY
April 18, 2018

2:00 PM to 7:30 PM


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Where:

Bridgewood Conference Center 
1000 Cameron Way
Neenah, WI 54956
 


 
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Schedule:

1:30 PM - 2:00 PM
Registration

2:00 PM – 3:00 PM

PD Session 1 - Aon

3:00 PM - 3:05 PM
Switch Presenters

3:05 PM – 4:05 PM
PD Session 2 - Mason Wells

4:05 PM - 4:30 PM
Academic Achievement Awards, Business Meeting & Networking

4:30 PM - 5:45 PM
Keynote Session

5:45 PM – 7:30 PM
Social & Dinner

Contact

Michelle Weiss
Financial Executives International
920.750.9110
michelle@mwcommunications.org

Keynote Speaker

 
- Tim Toepel-

 
   Chief Financial Officer
 | Epic Systems

Topic
Epic - With the Patient at the Heart

Summary
Tim will share the story of Epic which has grown from 1 employees in 1979 to a global leader with almost 200 million patients currently having an electronic record in Epic.  Tim will highlight the core principles at Epic – starting with the philosophy of: Do good, work hard, have fun & make money (in that order).

Biography
Tim Toepel is the Chief Financial Officer of Epic. Epic makes software for medical groups, hospitals and integrated healthcare organizations. Before joining Epic in 2009, he spent a combined eight years as the CFO of two privately held companies in Wisconsin. He began his professional career with the Milwaukee office of Arthur Andersen. Toepel has expertise across the financial spectrum, including financial planning and analysis, risk management, financial reporting and systems, treasury, and payroll.

Toepel graduated with a BBA in accounting from the University of Wisconsin-Whitewater, earned his MBA from Northwestern University’s Kellogg School of Management, and is a Certified Public Accountant. He is a Board member of the Wisconsin Technology Council.

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 Aon Risk Services
Topic: Risk Maturity Index

Summary
This presentation will cover an update on best practices in Enterprise Risk Management, including an introduction to risk quantification, with insights from the Aon Risk Maturity Index, a joint study published by Aon and Wharton School of Business.

Presenter 


- Derrick Oracki - 
   Director & Actuary | Aon Risk Services

Biography
Derrick is a member of Aon’s Risk Advisory Services practice, where he leads consulting engagements for Aon’s North American clients. Derrick has a background in enterprise risk management, specializing in risk analytics. His current focus is on developing and validating quantitative risk models, and on working with Aon’s clients to develop enterprise risk management frameworks. 

Derrick joined Aon in July 2014 from Boston Private. Reporting to the Chief Risk Officer of the company, Derrick maintained an enterprise risk management program aligned with industry best practice, to ensure clear understanding of the risks in the banking and investment management businesses. This included developing risk analytics across credit risk, interest rate risk, liquidity risk, operational risk, IT risk and strategic risk to provide meaningful management reporting.

Personal Development Session - Part 2
Presented by Mason Wells
Topic: Ownership Dynamics of Different Types of Companies - Panel Discussion 

Summary
This professional development session will cover the ownership dynamics of different types of companies. Representatives from a privately-owned company, ESOP-owned company and private equity firm will provide insights on how each views ownership topics including corporate governance, financial disclosure requirements, management compensation, financing structures and ownership goals.

Moderator

- Michael Milani -
   Principal | Baker Tilly

Biography
Michael is a Principal with Baker Tilly Virchow Krause, LLP and with Baker Tilly Capital, LLC. He has more than 30 years of domestic and cross-border transaction and advisory experience including mergers & acquisitions, capital sourcing, and debt restructuring. Michael has also sourced, structured and negotiated recapitalizations, leveraged buyouts and offerings of debt, mezzanine and equity (public and private) securities.

Michael holds an M.B.A. with concentrations in finance and marketing from the Northwestern University Kellogg School of Management, and a B.B.A. from the University of Notre Dame.

Panelists

- Greg Linnemanstons - 
   President & Principal | Weidert Group


Biography
Greg Linnemanstons is the president and a principal of Weidert Group, a nationally recognized inbound marketing firm and Platinum HubSpot partner. Greg is a HubSpot Partner-certified inbound marketing consultant; his experience also includes 18 years in corporate marketing and brand management for companies like HJ Heinz and Pillsbury. Greg holds a Masters of Management degree in Marketing and Finance from JL Kellogg Graduate School of Management at Northwestern University and a Bachelors of Arts degree in Economics from Lawrence University.

- Jay Radtke - 
  Senior Managing Director | Mason Wells
 
Biography
Jay Radtke is a Senior Managing Director of Mason Wells, a Milwaukee, WI-based private equity firm focused on family-owned and closely held companies headquartered in the Midwestern U.S. serving the consumer packaged goods, engineered products, outsourced business services and packaging/converting industries.


 

  - Mike Vander Zanden - 

     President/CEO | Ameriquip Corporation

Biography
Mike Vander Zanden is President/CEO of  Amerequip Corporation located in Kiel, Wisconsin.  Mike has been with Amerequip for over 23 years in multiple capacities.  Amerequip provides engineering, manufacturing, paint and assembly services to OEM’s including John Deere, CAT, Mahindra, McNeilus and Toro, in the commercial mowing, turf, light construction and industrial markets.

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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.
 
April 18, 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 = Business Management & Organization; Keynote Speaker = 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.