Tuesday, March 12, 2024
2:00 PM to 6:00 PM


Bridgewood Conference Center
1000 Cameron Way
Neenah, WI 54956

Event Timeline:

1:40 - 1:55 PM: IN-PERSON
Event Registration

2:00 - 3:00 PM: IN-PERSON

Professional Development Presentation

3:00 PM - 3:15 PM: IN-PERSON

Business Announcements

Keynote Presentation

4:30 - 6:00 PM: IN-PERSON
Social / Dinner

CPE Credit:
Professional Development
Presentation = 1 credit

Keynote Presentation = 1 credit


Michelle Weiss
FEI Eastern Wisconsin

Keynote Speaker Presentation

Keynote Topic
Economic Outlook: Light at the End of the Tunnel 

The Federal Reserve has shifted its forward guidance, now signaling that rate cuts lie ahead. But the Fed is being careful not to stoke expectations of early easing. Chair Powell even went as far as to explicitly state that a March move was “unlikely”. While the performance of the targeted PCE price index has been stellar, pushing the Fed closer to starting rate cuts, the CPI has been more stubborn, keeping it cautious about starting too soon. Meanwhile, the economy continues to exhibit resiliency, both in real GDP and job growth, further lessening the Fed’s sense of easing urgency. Rate cuts are coming, but their timing remains uncertain.

Learning Objectives
Participants will be better able to understand: (1) the factors affecting the timing of Fed rate cuts; (2) the reasons why the economy remains resilient which is lifting the chances of achieving a coveted ‘soft landing’; and (3) the risks surrounding the inflation outlook which will influence what the Fed does.


Michael Gregory, CFA
Deputy Chief Economist & 
Managing Director
BMO Capital Markets

Michael is part of the team responsible for forecasting and analyzing the North American economy and financial markets. He has spent his career working in either economics or financial markets research for firms on both sides of the Canada-U.S. border. Prior to his current role, Michael headed up the Financial Services Analysis team at Bank of Montreal, focusing on regulatory and industry restructuring issues, before shifting to BMO Capital Markets Economics in 2004. He moved to Chicago in 2013, providing research support for the U.S. and Canadian fixed income business, before returning to Toronto in 2016. Michael is a graduate of Concordia University in Montreal and Western University in London, Ontario. He did doctoral studies at Fordham University in New York City, and holds a Chartered Financial Analyst designation.


Wipfli Professional Development Presentation
Topic: Artificial Intelligence Amplified: Unleashing Hidden Value for Privately Held Companies
Time: 2:00 - 3:00 PM (IN-PERSON ONLY)

In today's rapidly evolving business landscape, business leaders cannot misunderstand the power of Artificial Intelligence (AI) and automation. Explore with us, how AI and automation can translate into tangible business value for privately held companies. Through real-world examples and practical insights, participants will gain an understanding of how technology applications can significantly influence growth strategies, business operations, customer and employee engagement, and financial performance. Learn and explore with us the vast opportunities to discover hidden business value.

Learning Objectives

  • Recognize definitions and applications of Artificial Intelligence use cases
  • Choose implementation paths for deploying automation and Artificial Intelligence
  • Compare and associate potential business value gains when companies use of Artificial Intelligence
  • Analyze ethical considerations and risks when deploying Artificial Intelligence


Mo Abuali, PhD
Director – Digital Strategy MRD | Wipfli

Dr. Mo Abuali is a senior director at Wipfli with over 23 years of experience in providing consulting services to manufacturing companies. Mo is a transformative technology and business management leader in driving and sustaining change in Manufacturing. Mo serves industrial and manufacturing clients providing Industry 4.0, Industrial IoT (IIoT) and digital transformation technology solutions, services, and training. Mo has worked with companies like IBM, P&G and Toyota. 

Chris Volz, CPA/ABV/CFF, ASA
Partner – Valuation, Litigation & Transaction Advisory Services | Wipfli

Chris Volz has been assisting privately held companies and their owners with valuation-related issues for over 25 years. As a "life-long learner" fascinated by the WHY behind our actions, his experience in mergers and acquisitions, estate and gift valuations, as well as litigated matters, enables business owners to identify and implement solutions for capitalizing on opportunities and addressing the challenges they face. Chris has lead projects in various industries, including manufacturing and distribution, construction and real estate, pharmaceuticals and biotechnology, financial services, as well as ag production.

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:

March 12, 2024 Chapter Meeting: Instructional Method: Group-live Experience Level: Basic Prerequisites / Advance Preparation: None; Field of Study: Professional Development Presentation = Information Technology ; Keynote Presentation = Economics. Recommended CPE Credits: Professional Development Presentation = 1.0 credit; Keynote Presentation Discussion = 1.0 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: