November / December
Diversity & Inclusion Group (DIG) Update
We hope you enjoyed the October Chapter meeting featuring the film “Show Her the Money”, along with additional group discussion with the film's producer, Catherine Gray. A spring DIG session is being coordinated – additional details will be shared as soon as they are available.
For your future planning purposes, FEI will no longer sponsor the annual FUSION Event held at the Performing Arts Center (PAC) during the month of September. Instead, we plan to hold a FEI sponsored DIG event in fall 2025.
Peer Group Update
Registration for the Fall Virtual Peer Group Meeting on Thursday, 12/12, is open! This quarterly meeting is for FEI MEMBERS ONLY.
Submit items important to you and spend an afternoon with your peers discussing a variety of topics together.
Date: Thursday, December 12, 2024
Time: 2:00 - 4:30 PM
Location: Virtual | Zoom
CPE: 3 credits
Virtual | Zoom
*Eligible for 3 CPE credits
*Must attend entire virtual meeting & complete all 9 polling questions.
Membership Committee Update
For accounting and finance leaders across eastern Wisconsin, staying ahead in today’s rapidly evolving business and economic landscape is essential. Attending FEI events provides valuable opportunities for professional development, networking, and industry insights that can benefit not only individual careers but the strength and resilience of our entire region’s economy. These events are immersive experiences where finance and accounting professionals can explore the latest tools, learn about emerging trends, and connect with peers facing similar challenges—knowledge that can drive both individual and organizational performance.
When we participate in these events, we gain access to fresh perspectives and proven strategies from experts across the accounting and finance profession, strengthening our ability to make forward-thinking decisions that foster sustainable growth. By attending these events, we invest in more than just skill development—we foster a culture of continuous learning and innovation that benefits all our organizations.
The growth of local accounting and finance leaders directly contributes to the success of businesses throughout eastern Wisconsin. When we are equipped with cutting-edge knowledge, new connections, and an expanded skill set, we can lead our organizations more effectively. Ultimately, the increased accounting and financial acumen within our companies strengthens the region’s economic health, resilience, and ability to compete in the broader economy. Event participation is not just about professional growth; it’s an investment in a brighter future for eastern Wisconsin’s businesses and communities.
I’m looking forward to connecting at our next chapter event.
Jim Rubright
Membership Committee Chair
2024 - 2025 PROGRAM SCHEDULE UPDATES
Additional revisions have been made to the program schedule since the last newsletter release. Click on the button below to see the revised version and remember you can always find the current version here on our website.
Special Features
Florida Hurricanes Not Expected to Adversely Affect Property Market
Hurricanes Helene and Milton insured loss estimates are expected to fall between $34 billion and $54 billion. Healthy, well-capitalized insurance and reinsurance markets are positioned to absorb those losses.
What Does Donald Trump’s Win Mean for the Economy
The 2024 U.S. presidential election was a close race – until it wasn’t. Donald Trump leaned on a variety of themes that resonated with voters, particularly around the economy, and is now projected to secure a second term in the White House. Republicans also won control of at least one chamber of Congress.
2024 Third Quarter Market Monitor
CIBC (www.cibc.com) is a leading North American financial institution with 13 million personal banking, business, public sector, and institutional clients using a platform that offers personal and small business banking, commercial banking, wealth management, and access to the capital markets. CIBC offers a full range of advice, solutions, and services through its leading digital banking network, and has locations across Canada, the United States, and around the world. CIBC capital markets provides integrated global markets products and services, investment banking advisory and execution, corporate banking, and top-ranked research to corporate, government, and institutional clients around the world.
The Market Monitor provides commentary and insight into mico and macro factors that affect the middle market client.
AI and the Future of Investing
Check out our recent white paper that delves into a topic that's rapidly transforming industries and redefining economic landscapes: Artificial Intelligence (AI). Titled "From History to Innovation: AI’s Role in Shaping the Future," this comprehensive analysis explores the paradigm-shifting potential of AI and offers a long-term perspective on how it could revolutionize the investment landscape.
Just Released | Jefferson Wells CFO Priorities Report
What’s at the top of CFO agendas? Are you prepared to tackle the latest challenges and opportunities that lie ahead?
Jefferson Wells is excited to announce the release of our annual CFO Priorities Survey Report. This comprehensive report offers deep insights into the shifting landscape of financial leadership and exploring how CFOs are adapting to evolving economic conditions, technological advancements, and emerging business challenges.
- Top CFO Priorities: Learn what’s shaping financial strategies across industries, from risk management to technological innovation
- Digital Transformation and Automation: Get insights into how finance leaders are leveraging automation, AI and data analytics to drive efficiency and create value
- Talent Management & Leadership: Explore how CFOs are addressing the talent gap, enhancing leadership roles, and aligning workforce strategies with business objectives
Weidert Group Launches The ChangeOver: A Podcast for Industrial Revenue Operations Professionals
Introducing The ChangeOver podcast: Industrial Marketing & Sales Growth Solutions for Today’s Landscape. Every episode takes a 30-minute deep dive into a key topic that relates to industrial sales and marketing. In each episode you'll get intelligent insights and actionable ideas on topics like marketing strategy, lead gen, SEO, AI, revenue operations, sales automation, and more. Listen wherever you get your podcasts.