Tuesday, February 23, 2021
3:15 PM to 5:30 PM

*3:15 PM to 5:30 PM for those attending the event in person.

3:15 PM - 4:30 PM for those attending the event virtually.


Rock Garden Conference Center 
1951 Bond Street
Green Bay, WI 54303

In-person attendance option subject to change based on the COVID Pandemic.

Driving Directions

Live-stream via Zoom

Zoom information will be sent in a separate message after registering for event.

Event Timeline:

*2:45 - 3:10 PM
In-person event registration

3:15 - 4:30 PM
Business Meeting, Introductions & Keynote Speaker Presentation

4:30 - 5:30 PM
Social / Networking

Registration &
Cancellation Policies:
Register and send cancellations by 2/21 to:

This event is eligible for 1 CPE credit. Virtual participants must attend from 3:30 – 4:30 PM, and answer polling questions to receive credit.


Michelle Weiss
Financial Executives International

Keynote Topic
Culture Driven Results

You’ve heard the saying: “culture eats strategy for lunch”. Jen will tell you “culture eats strategy for breakfast, lunch & dinner, and probably that late night snack too!” Today’s companies are facing a myriad of challenges. Everything from the economic fallout of COVID-19, to deep social challenges, to political uncertainty, to increased global competition all within our fast-moving, technology driven world. Any one of these issues alone is enough to cause concern, but together it creates a challenge that most companies have yet to experience. What’s the single most important factor in your company’s ability to drive results? Culture. 

Your company’s ability to drive an inspiring culture is the single most important factor in the advancement of most company’s growth and profitability. Unfortunately, it’s also the most over looked area & place companies don’t tend to “invest” in. To many people, speaking about culture feels “soft” and not worthy of strategic focus, let alone dollars. In this session, Jen will share the state of the American workforce today and how you can enhance performance of your company, starting with your finance team, by investing in an inspiring culture.

Jen will explore topics such as:

-   Defining your culture & purpose
-   Investing in the workforce of the future
-   Inspiring growth from within

Keynote Speaker

Jen Leary

Jen is the newly elected Chief Executive Officer of CLA. She spends most days focusing on culture, innovation and growth of the organization. CLA is the country’s eighth largest, fast growing professional services firm – a 100+ year old family business passed down from generation to generation. Jen will transparently share stories from CLA’s own history as well as practical steps you can take in 2021 to inspire a “culture that drives results!”

Jennifer (Jen) Leary supports CLA's firm-wide strategic efforts to fulfil the CLA Promise and our Purpose - to Create Opportunities for our Clients, our People and our Communities as the Chief Executive Officer. 

In addition to supporting various advisory councils within the firm, Jen is a member of the CLA Board of Directors, the CLA Wealth Advisory Board of Directors, and the Leadership Team. 

Jen is an executive sponsor of our Diversity, Equity and Inclusion Team and our newly launched Community Engagement Team.

She has been serving clients for over 20 years in the United States and Europe.  Her background includes assurance, consulting, mergers & acquisitions and Global Concierge Services.  She has previously served the firm in various roles such as Chief Strategy Officer, Client Service Leader and Managing Partner of the Carolinas. 

CPE Registry LogoFinancial 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:

February 23, 2021 Chapter Meeting:
Instructional Method: Group-live & virtual Experience Level: Basic Prerequisites / Advance Preparation: None; Field of Study: Management Services; Recommended CPE Credits: 1 Credit.
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: