Northeastern Wisconsin Chapter of CFMA

 AUGUST 6, 2020 ROUNDTABLE DISCUSSION

DATE

Thursday, August 6, 2020
*7:45 AM to 9:00 AM
*See timeline below

Add to Calendar 

LOCATION

This is an online event (Zoom).

TIMELINE
7:45 - 8:00 AM
Networking

8:00 - 9:00 AM
Roundtable discussion

FEES
None. This virtual event is open to CFMA Members and their guests.

CPE
This virtual event is eligible for 1 CPE credit. Participants must attend the entire online event and answer polling questions to receive credit.

*REGISTRATION
*Zoom meeting information will be sent in a separate message after successful completion.

CONTACT

Michelle Weiss
Northeastern Chapter - CFMA
920.750.9110
michelle@mwcommunications.org

TOPIC
COVID-19 Pandemic Conversation: Company Actions & Future Planning

TOPIC SUMMARY
Panel discussion regarding actions companies have or will be taking due to the COVID-19 Pandemic. Participants will be able to submit questions or join in the conversation.

LEARNING OBJECTIVES
  • Participants will learn what actions their company should consider taking to reduce the risk of a COVID-19 outbreak in their company.

  • Participants will gain knowledge of local law changes as a result of COVID-19.

  • Participantst will understand what are commonly used technologies for video conferencing to enable effective "work from wherever" for co-workers.

management services for enterprise-wide business application implementations and process improvement efficiencies, with a primary focus on customer relationship management (CRM).   

He serves as the product manager of the Microsoft Dynamics® 365 for Customer Engagement/CRM team, one facet of the overall front office practice of Wipfli LLP. Matt has been involved in both specific and full-cycle assessments, selections, and implementations across multiple industries.  His on-the-job knowledge enables him to assist clients from the vision and plan development stage through training, deployment, and follow-up support.

Matt leverages broad experience working with small, medium-sized, and large market-leading clients.  The combination of his business consulting services and industry expertise produces the initiative, astute analysis, and unwavering commitment and enthusiasm that his clients have come to rely on.

Education
Boston College

·         Bachelor of science degree in operations and strategic management and finance

 
MODERATOR & BIOGRAPHY


Hope Voigt
Chief Operating Officer
Tweet/Garot Mechanical

Hope is responsible for operational performance, developing leaders and teams and overseeing process development. She is also responsible for strategic implementation, including the creation of the strategic plan, as well as setting and measuring quarterly and annual goals.

Hope’s experience, knowledge and business acumen are key to providing exemplary mechanical contracting and engineering services to our customers. Some of Hope’s Professional Affiliations / Memberships / Accreditations include: 

Secretary & Former President of the CFMA Northeastern Wisconsin Chapter, and National CFMA Committee Member; National CFMA Publications Advisory Committee Member; CCIFP & CPA designations; Member of both the WICPA and AICPA.

Hope earned her Master’s Degree in Business Administration from the University of Wisconsin – Oshkosh, and her Bachelor’s Degree of Science in Accounting and Business from the University of Wisconsin – Green Bay.

PANELISTS & BIOGRAPHIES

Holly Lifke
Chief Human Resources Officer & Executive Vice President
The Boldt Company

Holly Lifke, Chief Human Resources Officer and Executive Vice President with The Boldt Company, is an experienced strategic leader in multiple industries including Construction, Commercial Insurance, Manufacturing and Banking Regulation. With 21+ years of experience in Human Resources and 7+ years leading operations, she understands the theory and application of strategic planning, growing organizational capacity, change management, talent management, top and bottom line growth, continuous improvement, market expansion, culture management and the challenges each represent. A passionate and enthusiastic team player, Holly blends compassion, agility, urgency and a drive for results.

Lifke received a Bachelor of Science degree in economics and business administration from the University of Wisconsin – Platteville and a Master of Business Administration from the University of Wisconsin – Oshkosh.

___________________________________________________________________
 


Adam Tegelman
Director of Operations
MCC, Inc.

Adam Tegelman is the Operations Director for MCC, Inc. and oversees safety, compliance, and human resources. He is a graduate of Lawrence University in Appleton and holds a Master’s Degree in Environmental Science and Policy from UWGB. 

He is active in a number of trade associations. He is past President and Board Member of the Aggregate Producers of Wisconsin, Board Member and Operations, Environmental & Safety Resource Chair for the Wisconsin Ready Mix Concrete Association, Member of the Legislative Committee of Association of Builders and Contractors, and Founding Member and Board Chairman of the Northeast Wisconsin Construction Alliance. He appreciates working and collaborating with individuals in the construction industry, fishing, any athletics-based activity, and sometimes just relaxing. 

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Dave Walsh
VP of Human Resources
Miron Construction Co. Inc.

Dave Walsh serves as the vice president, Human Resources for Miron. He brings more than 20 years of public sector experience in leadership and organizational development to this role, leading Miron’s commitment to ensuring that team members feel valued and engaged. Dave’s responsibilities include human resources, wellness, training, risk management and organizational development.

Active in the community, Dave serves on the Fox Valley Junior Achievement Board, is part of the Leadership Team for Fox Valley Voices of Men (a group committed to ending violence against women and girls) and is a leader in Waupaca County 4-H, serving as one of the Key Leaders in the Horse and Pony Project. With a master’s degree in Criminal Justice from the University of Cincinnati, Dave has significant interest in leadership development and teaches various leadership courses at Miron.
Hope is responsible for operational performance, developing leaders and teams and overseeing process development. She is also responsible for strategic implementation, including the creation of the strategic plan, as well as setting and measuring quarterly and annual goals.

   The Construction Financial Management Association (CFMA) 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: Website: https://www.nasbaregistry.org/

August 6, 2020 CFMA Roundtable Discussion: Instructional Method: Video Conference; Experience Level: Basic; Prerequisites / Advance Preparation: None; Field of Study: Specialized Knowledge; Recommended CPE Credits: 1.0; Refund Policy: No refunds will be issued by CFMA unless the event is cancelled.