Tuesday, February 18, 2020
2:00 PM to 7:30 PM

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Community First Credit Union
Corporate Office

1575 Dresang Way
Neenah, WI 54956

Driving Directions 

Event Timeline:

1:30 PM - 2:00 PM

2:00 PM – 3:00 PM

Professional Development Session 1 - Francis Investment Counsel

3:05 - 4:05 PM
Professional Development Session 2 - Innova Technologies

4:05 PM - 4:30 PM

Networking / Break & Business Meeting

4:30 PM – 5:45 PM
Keynote Speaker - Cathie Tierney

5:45 PM – 7:30 PM
Social & Dinner


Michelle Weiss
Financial Executives International

Keynote Speaker

Catherine J. Tierney, CCUE
President/CEO/Treasurer | Community First Credit Union

Find Your Tribe - Love Them Hard: Does Culture Really Drive Business Success?

The business model you choose and the culture you create makes all the difference in your success. Cathie shares her passion for building an authentic and relevant tribe, and how the culture of an organization determines its ultimate success or failure. She will provide meaningful examples from her 43 year journey with Community First to give evidence to believe. This will be an interactive session with audience participation.

Cathie is President/CEO/Treasurer of Community First Credit Union, a $3.4 billion financial cooperative headquartered in the Fox Cities. She joined the credit union as a teller in 1976 and during her 27 years as CEO has grown the organization to 26 full service and 10 non-traditional branches, located throughout Northeastern WI serving more than 138,000 member owners with a team of 567. The credit union also operates an independent personal lines insurance agency through its wholly owned subsidiary the Community First Insurance Center.

Ms Tierney serves on the board of the National Association of State Chartered Credit Unions, as a Trustee of the Wisconsin Credit Union League’s Unity Fund, and Chairman of the Wisconsin Credit Union Foundation. In addition, she currently serves as Chairman of PSCU, a payments technology company headquartered in Florida, and on the board of SECURA Insurance. Her current community involvement includes board service for Habitat for Humanity Fox Cities, the Community Foundation for the Fox Valley Region, Fox Cities Building for the Arts, the Fox Valley Humane Association, Riverview Gardens, and New North.

Cathie recently completed her term on the Federal Reserve Board’s Community Depository Financial Institutions Council for the Chicago Fed district. She has served on the Governor’s Council for Financial Literacy, and is a passionate supporter of life-long learning and an advocate for making financial education available to everyone! She received the Governor’s Financial Literacy Legacy Award from Gov. Scott Walker in 2016. The Legacy Award is given to an organization, business or individual whose purpose and heritage is ingrained in sustained financial literacy and capability. Over the course of her 43 years at Community First, Cathie has been honored with many other awards including the CU Hero of the Year (CUNA), Athena Award, Credit Union Professional of the Year (WCUL), Woman Manager of the Year, Rotary International Paul Harris Fellow Award, Walter Rugland Community Service Award and the Post Crescent CEO of the Year. Cathie was also inducted into the Fox Cities Chamber Hall of Fame, and the Credit Union Executives Hall of Fame. She is a Fox Cities native, an alumna of Lawrence University and a Certified Credit Union Executive.

Professional Development Session 1
Presented by Francis Investment Counsel
Topic: How to Immediately Improve your 401(k)/403(b) Plan

Your organization’s retirement plan benefit is of critical importance to your employees. With so much on your plate leading the financial operations of your organization, it is easy to overlook this responsibility unless something “breaks” or a crisis arises. The experts at Francis Investment Counsel spend 100% of their time focused on participant directed retirement plans, empowering them with insights into plan design, cost management, and investment strategy. This session will equip you with actionable ways to immediately improve your plan and the outcomes of your employees. This session is beneficial to all members of your retirement plan oversight group.

Cliff Dunteman, CFA
Principal, Vice President - Investment Consulting Services
Francis Investment Counsel

Cliff has over 28 years of investment industry experience and serves the Firm as investment consultant and partner. In this role he assists plan sponsors and their committees with plan design, investment manager searches, investment performance monitoring, and other ERISA compliance issues. Previously he was a Vice President at a national mutual fund company where he provided consulting services to professionals in the financial services industry serving both corporations and individual investors. Advice included 401(k) plan design, development of investment policy statements, and creation of model portfolios using modern portfolio theory. Cliff holds the Chartered Financial Analyst (CFA) designation. He obtained a B.A. in Business Administration with a concentration in Finance from Illinois Wesleyan University.


Ed McIlveen, CFA
Principal, Director of Research
Francis Investment Counsel

Ed leads the Firm’s research team. His team performs ongoing capital markets and investment manager reviews for institutional clients, as well as asset allocation analysis and modern portfolio theory-based asset allocation optimizations. Ed’s team holds extensive contacts in the investment management and consulting industry and performs regular onsite due diligence meetings to remain at the forefront of industry trends. Ed graduated from Marquette University with a Masters of Business Administration specializing in finance and attended Gustavus Adolphus College where he earned a Bachelor of Arts Degree (graduated cum laude). Ed holds the Chartered Financial Analyst (CFA) designation.

Professional Development Session 2
Presented by Innova Technologies
Topic: Cybersecurity in 2020: A Reflection on the Previous Decade & How to Prepare for the Next

A new decade is upon us, and with it, the next generation of cyber threats, concerns and attacks. New and emerging technologies present both opportunity and risk.  Although security awareness is on the rise, tactics and resources continue to expand. Over the last decade, cybercrime has shifted from being a niche crime to one of the most significant risks faced in business today. Over the next decade, cybercrime will continue to be one of the most important elements of business success. In this session, Jeremiah will discuss the cybersecurity concerns that shaped the last 10 years and how they will impact the next decade.


Jeremiah School

CEO | Innova Technologies

Jeremiah is an experienced IT executive who guides businesses of all sizes in navigating their information technology challenges. In his role as CEO of Innova Technologies, Jeremiah ensures delivery of digital transformations that drive value and profitability for their clients.

As a trusted advisor and partner, Jeremiah considers the clients’ goals to create solutions that align their business and IT needs. He is adept at finding creative solutions to the most challenging IT problems.  Jeremiah is skilled in a number of targeted capacities, including IT governance, digital transformations, network infrastructure, cybersecurity, cloud services, and more.

Jeremiah holds a B.S. in Computer Information Systems from Herzing University and is an active member of Northeast Wisconsin’s IT community.


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, 2020 Chapter Meeting: Instructional Method: Group-live Experience Level: Basic Prerequisites / Advance Preparation: None; Professional Development Session 1 = Management Services; Professional Development Session 2 = Information Technology; Keynote Session = Personnel/Human Resources. Recommended CPE Credits: Professional Development Session 1 = 1.0; Professional Development Session 2 = ; 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.