Northeastern Wisconsin Chapter of CFMA

APRIL 2022 MEETING

DATE

Tuesday, April 12, 2022
7:30 AM to 9:15 AM




LOCATION

Hilton Garden Inn
720 Eisenhower Drive
Kimberly, WI 54136


 

Driving Directions 


TIMELINE
7:30 - 8:00 AM
Registration & Networking

8:00 - 8:15 AM
Breakfast

8:15 - 9:15 AM
Featured Speaker


FEE
$20.00 for CFMA non-members.
Cash and check are accepted.


PAYMENT
Michelle Weiss, CFMA Chapter Administrator, will contact guests to confirm their status and request payment via check or cash at the meeting.

CONTACT

Michelle Weiss
Administrator
CFMA of Northeastern Wisconsin
920.750.9110
michelle@mwcommunications.org

TOPIC
5 Easy & Necessary Steps to Help Prevent & Protect Against
Future Litigation

TOPIC SUMMARY & LEARNING OBJECTIVES
The construction industry faces unique challenges. Disputes over quality, timing, and non-payment are common between project owners and contractors. Not to mention the construction industry is a primary target of hackers! The good news is there are several strategies your company can and should use to avoid, losses, costly lawsuits, and business email compromise (BEC) scams. Join Commercial Litigation Attorney Heather Macklin as she shares:

  • Business email compromise - what is it and what are the risks.

  • Five simple and relatively inexpensive "best practices" for companies to hopefully avoid litigation and avoid BEC losses.

  • The immediate steps to take when disputes erupt.

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

 

FEATURED SPEAKER & BIOGRAPHY


Heather J. Macklin
Shareholder & Commercial Litigation Attorney
Davis | Kuelthau, s.c.

BIOGRAPHY
For more than 20 years, Heather has focused her practice on commercial litigation. She has represented individuals, as well as businesses in a broad spectrum of industries, including contractors and manufacturers, financial institutions, luxury goods retailers, real estate developers, closely held corporations, partnerships and publicly traded companies. Her clients have ranged in size from small start-ups to large global conglomerates and everything in between. She has extensive litigation experience in a wide variety of legal disputes, including trademark and copyright infringement, breach of contract, breach of fiduciary duties, partnership disputes, non-compete agreements, real estate disputes, fraud and insurance coverage, compliance and internal corporate investigations.

Heather understands that people and corporations would prefer to not engage in litigation, but sometimes litigation is unavoidable. When disputes do arise, she believes in a pro-active, focused and well-prepared strategy, designed with the goal of finding a practical and economic resolution, so her clients can quickly get back to their primary business and personal objectives. When early resolution cannot be achieved, however, she will diligently and aggressively represent her clients’ case and best interests.

 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/

April 12, 2022 CFMA Chapter Meeting: Instructional Method: Group-live; Experience Level: Basic; Prerequisites / Advance Preparation: None; Field of Study for Featured Speaker: Business Law; Resources; Recommended CPE Credits: 1.0; Refund Policy: No refunds will be issued by CFMA unless the event is cancelled.