When:

Monday, February 18, 2019
2:00 PM to 7:30 PM

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Where:

Radisson Conference Center 
2040 Airport Drive
Green Bay, WI 54313
 


 
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Schedule:

1:30 PM - 2:00 PM
Registration

2:00 PM – 3:05 PM

Professional Development Session 1 - Presented by Wipfli

3:05 PM – 4:05 PM
Professional Development Session 2 - Presented by Francis Investment Counsel

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
Dinner & Social Period

Contact

Michelle Weiss
Financial Executives International
920.750.9110
michelle@mwcommunications.org

Keynote Speaker 
    
Peter Feigin
President | Milwaukee Bucks

Topic
Managing Transformation

Session Summary
Peter Feigin brings more than two decades of dynamic corporate leadership to the Milwaukee Bucks, where he’s charged with spearheading the next chapter of this storied team’s legacy. His talents are the key to helping realize the Bucks’ transformational vision: a championship team playing in a state-of-the-art, multi-purpose arena that will drive the creation of new partnerships, new jobs and a new sense of community for the city of Milwaukee and the state of Wisconsin.

Biography 
Since taking over as president of the Milwaukee Bucks in October of 2014, Peter has completely reimagined, rebuilt and reenergized the team’s business operations, resulting in substantial increases in attendance, ticket revenue, merchandise revenue, partnership sales and TV viewership. He has assembled a top-flight management team and instilled a new corporate culture marked by accountability, collaboration and fun.

Peter was instrumental in driving the vision, financing, planning, design and construction of Fiserv Forum, a $524 million, 17,500-seat sports and entertainment venue in downtown Milwaukee that opened on Aug. 26, 2018, as well as a new state-of-the-art training center for the Bucks, all of which is part of a 30-acre mixed-use development surrounding the project that will seamlessly link with existing developments on all sides to create a vibrant, urban community in the heart of Milwaukee. He has worked tirelessly to ensure that this historic project will be catalytic to the economic development of both the city of Milwaukee and the state of Wisconsin.

Peter’s experience cuts across a wide spectrum of business and entertainment corporations, from the NBA to private aviation, and from digital media and motion pictures to theme parks. Prior to joining the Bucks, Peter served as the Chief Marketing and Revenue Officer of Deluxe Entertainment Services Group, a major international entertainment company, where he managed global business units and handled branding and business development. Prior to joining Deluxe, Peter was the President and Chief Operating Officer of Marquis Jet Partners Inc./NetJets, the world’s leading private aviation company. Peter was the driving force behind Berkshire Hathaway’s NetJets acquisition of Marquis Jet in 2010 and played a central role in the integration of the two companies. After transitioning post-merger to the same responsibilities at NetJets, he led the company to significant revenue growth. 

Peter is a native New Yorker. He and his wife, Natalia, have two children, Alexandra and Thomas. Peter holds a bachelor’s degree from Franklin and Marshall College and completed the University Of Chicago Booth School Of Business’ Financial Executive Program.

Professional Development Session 1
Presented by Wipfli
Topic: Blockchain Technology

Summary
This presentation will talk about how development of blockchain technology continues to impact businesses of all sizes across the world. Is this the next biggest frontier after the advent of internet? Many are skeptics – with the cryptocurrency prices fluctuating so much, are we seeing the end of the road for this technology? But blockchain is not all about cryptocurrencies – the technology promises to change the way we look at many business processes such as supply chain, storage of medical records, analyzing manufacturing data, raising syndicated loans and many more. What do we need to do now, to get prepared?

Presenter

David Schroepfer
Partner | Wipfli

Biography
Dave Schroepfer is the engagement partner and concurring reviewer for numerous financial institution (FI) engagements for accounting, tax, and consulting services. Dedicated to the FI industry, he has presented at firm banking forums and industry association events including for Community Bankers Association of Illinois (CBAI), The Illinois League of Financial Institutions (The “League”), and Illinois Bankers Association (IBA). In addition, Dave has authored articles for CBAI’s Banknotes Magazine and Wipfli’s newsletters. He leverages his deep industry knowledge and expertise to assist financial institution clients in strengthening their organization and their bottom line.

Presenter

 
Girish M. Ramachandra
Senior Manager | Wipfli

Biography
With over 20 years of experience in technology consulting, Girish Ramachandra is one of the leaders with Wipfli's technology consulting team, focused on helping small and mid-size companies transform their business through digital transformation. Prior to joining Wipfli, he built Iteamic, a software development firm, as one of the co-founders, which was acquired by CIBER in 2009. Leveraging his vast experience with and knowledge of how technology plays a transformational role in optimizing operational efficiencies as well as maximizing growth potential, he helps start-ups and/or scale-ups, and investors to collaborate and establish sound business working models. 

Girish is well versed with emerging technologies such as artificial intelligence and blockchain. He leads blockchain initiatives for Wipfli.

Professional Development Session 2
Presented by Francis Investment Counsel
Topic: Maximizing Social Security Benefits

Summary
Social Security provides an important source of income during your retirement years, but understanding the ins and outs of Social Security can be complicated. This class will help you better understand claiming options and provide strategies that might help maximize your benefits.

Presenter

 
Kelli B. Send, CFP, M.Ed.
Principal | Francis Investment Counsel

Senior Vice President / Money Advisor – MoneyAdvice@Work Team 
 

Biography
Kelli brings over thirty years of financial services experience to life through employee financial curriculum development, design of education programs, and delivery of face-to-face individualized advisory services. She holds a Certified Financial Planner (CFP) and earned a Master of Education from Carroll University specializing in Adult Education. Kelli leads Francis Investment Counsel’s MoneyAdvice@Work Team, which focuses exclusively on delivering sales-free employee financial education and personal financial planning services.

The Team’s expertise, combined with a down-to-earth approach, means employees finally receive the financial education and advice they need from professionals they can trust. Combined with years of experience, original content, and flexible delivery, Kelli and the MoneyAdvice@Work Team at Francis Investment Counsel help organizations take care of their retirement plans, and more importantly, their people. 

She can be reached via email at kelli.send@francisinvco.com or by phone at 866-232-6457.

 


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.
 
February 18, 2019 Chapter Meeting: Instructional Method: Group-live Experience Level: Basic Prerequisites / Advance Preparation: None Field of Study: Professional Development Session 1 = Information Technology; Professional Development Session 2 = Personal Development; Keynote Session = Management Services; Recommended CPE Credits: Professional Development Sessions = 2.0; Keynote Session = 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.