When:

Wednesday, March 25, 2020
1:00 PM to 6:30 PM



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Where:

Bridgewood Conference Center 
1000 Cameron Way
Neenah, WI 54956
 


 
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Schedule:

12:30 PM - 1:00 PM
Registration

1:00 PM – 2:00 PM

PD Session 1 - Baker Tilly Search & Staffing, Bassett Mechanical & U.S. Venture Inc. Panel Discussion

2:00 PM - 2:05 PM
Switch Presenters

2:05 PM – 3:05 PM
PD Session 2 - Experis Finance

3:05 PM - 3:30 PM
Networking, Annual Member & Business Meeting & Networking

3:30 PM - 4:45 PM
Keynote Session - Bob Atwell | Chairman & CEO | Nicolet National Bank

4:45 PM – 6:30 PM
Social & Dinner

Contact

Michelle Weiss
Financial Executives International
920.750.9110
michelle@mwcommunications.org

Keynote Speaker

  
Bob Atwell

Chairman & CEO | Nicolet National Bank

Topic
People, Money & Work

Summary
This presentation will focus on the following:

  • Strengths of the accounting profession
  • How accounting and finance have changed in the last 20 years
  • The use and misuse of metrics
  • How to better support organizational innovation

Biography
Bob is the founding CEO of Nicolet National Bank. He has over 35 years of experience as a Wisconsin banker. He is a graduate of Beloit college (’80) and the Yale School of Management (’83).

Bob is Lead Director for the Ariens Company Board, and serves on the Board of Hospital Sisters Health System, Great Northern Corporation, Saris Cycling Group, University of Wisconsin Board of Regents and Promotion Management, Inc. (PMI). He is one of the founders of Relevant Radio, a national Catholic radio network. He is a frequent speaker on leadership and community banking as well as entrepreneurship, ethics, faith and economics.

Professional Development Session 1
Presented by Baker Tilly Search & Staffing, Bassett Mechanical & U.S. Venture - Panel Discussion
Topic: Succession Planning & Talent Management

Summary
To be announced.

Moderator


Laura Cataldo
Senior Manager | Baker Tilly

Biography
Laura works with real estate and construction firms of all sizes to evaluate business practices and assist with management challenges. Having worked in the real estate and construction industry for almost 25 years, Laura offers a depth of experience working with management teams to improve profitability and succeed in the changing marketplace.

Laura earned her Bachelor of Arts Degree in Public Administration from the University of Wisconsin – Milwaukee.

Panelist

Dr. Mary McNevin
Director of Talent Management | U.S. Venture

Biography
Dr. Mary McNevin is the Director of Talent Management for U.S. Venture in Appleton, WI. She is a growth-oriented talent management executive with 20+ years of experience in learning, talent management, succession planning and strategy development. Her mission is to impact lives through learning and to create a competitive advantage through targeted talent initiatives.

Mary earned her doctorate (EdD) from the University of Pennsylvania and Wharton School of Business. Her dissertation focused on Executive Coaching in the Csuite. Dr. McNevin also holds an MBA from the University of Wisconsin – Madison and an MS in Education from the University of Pennsylvania. 

Panelist


Patty Van Ryzin
Vice President of Human Resources | Bassett Mechanical

Biography
Patty Van Ryzin is Vice President of Human Resources at Bassett Mechanical. Bassett is a mechanical contracting firm that provides custom-built industrial refrigeration, HVAC, plumbing, metal fabricating, and preventative maintenance solutions to customers throughout the United States and the world. Our 268,000 sq. ft. manufacturing facility is headquartered in Kaukauna, Wisconsin, with additional office locations in Madison, Milwaukee, and Wausau, Wisconsin. Patty has over 25 years of experience in human resources, working in a construction union environment. She is a member of the company’s Executive Leadership Team, and plays an active role in the strategic direction of the company. 

Professional Development Session 2
Presented by Experis Finance
Topic: Preparing for Robotic Process Automation (RPA): What You Need to Know

Summary
Organizations continue to digitalize and further embrace advanced technologies including RPA.  As business processes are automated, risks must be recognized and mitigated with a proper governance structure and controls in order to recognize the expected benefits of RPA.

This presentation will provide an overview of RPA and how it may be leveraged to maximize your ROI:

  • What is RPA and how to best leverage its use
  • Understand the difference between RPA and AI
  • Be able to identify and avoid the pitfalls
  • What are the best practices to ensure a successful RPA initiative?

The presenter will share his perspective gained across multiple industry sectors when advising clients on how to best implement an RPA initiative.

Presenter
 
Jeffrey Butler
Regional Practice Director, Risk Advisory Services | Experis Finance

Biography 
Jeffrey Butler is the Regional Practice Director, Risk Advisory Services for Experis Finance. He has over 25 years of executive management and professional services consulting experience in a variety of industries including Energy, Financial Services/Institutions, Healthcare, Hospitality, Higher Education, Non-profit, Retail, Technology and Global Six Accounting. Prior to joining Experis Finance, Jeffrey was Chief Audit Executive for Sabre Holdings, a leading travel technology company. Before joining Sabre Holdings, he was Executive Director with Grant Thornton LLP in the Governance, Risk & Compliance practice. 

Jeffrey also has extensive experience as a senior finance executive with multiple organizations. His global business experience includes risk management, internal audit, Sarbanes-Oxley compliance, information technology audit and governance, Business Continuity Management (BCM), Enterprise Risk Management (ERM) and business and IT strategy development. He has spoken/taught on various subjects including BCM, ERM, RPA and Sarbanes-Oxley at local chapters of the IIA, IIA International Conference and other professional organizations. Jeffrey holds both a Bachelor of Business Administration in Accounting and a Master of Business Administration in Finance from Texas Christian University.

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.
 
March 25, 2020 Chapter Meeting: Instructional Method: Group-live Experience Level: Basic Prerequisites / Advance Preparation: None; Field of Study: Professional Development Session 1 = Personnel/Human Reseources; Professional Development Session 2 = Information Technology; Keynote Speaker = Personal Development. Recommended CPE Credits: Professional Development Session 1 = 1.0; Professional 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.