IMA Packerland
Chapter
2014-2015
Annual Program
and
Membership Roster
www.imapackerland.com
Packerland Chapter
Professional Meetings
Third Tuesday: September, January, March, and April
Second Tuesday: December and May
Third Wednesday: October, November, and February
Standard Meeting Format
Fellowship…………………….....5:00 p.m.
Dinner……………………………5:30 p.m.
Meeting…………………………. 6:10 p.m.
Adjournment…………………….7:00 p.m.
Dinner Meeting Prices
Student……………………………….....$10
Regular Member ………………………$25
Guest……………………………………$25
Lunch/Appetizer Meeting Prices
Student……………………………….......$5
Regular Member ………………………$15
Guest……………………………………$15
You are always welcome at the Chapter Meeting whether or
not you attend the meal.
____________
Address all communications to the Chapter President:
Alison Hendrickson
920/617-6102
anhendrickson@integrysenergy.com
Table of Contents
Meeting Format ....................................................................................................... 1
President’s Message ............................................................................................... 3
Chapter Board of Directors................................................................................... 4-5
Board Contact List ................................................................................................... 6
Chapter Past Presidents ......................................................................................... 7
About IMA ............................................................................................................ 8-9
CMA Program ....................................................................................................... 10
Chapter CMA’s and CFM’s .................................................................................... 13
Dates to Remember and Golf Outing .................................................................... 14
Meetings 2014-2015......................................................................................... 15-23
Membership Roster by Company ..................................................................... 24-26
Membership Roster (Alphabetical) ................................................................... 27-30
Emeritus Members ................................................................................................ 31
Student Members .................................................................................................. 31
Meetings at a Glance ............................................................................................ 32
Directory of Advertisers
Gleim Publications................................................................................................. 12
Wisconsin Public Service ...................................................................................... 26
2
President’s Message
I’m so excited to be serving in my last year as President of the Packerland
IMA chapter. I am very passionate about our chapter and love being a part
of a great group of volunteer leaders.
We have been listening to your feedback and working hard all summer to get
good quality speakers to present to our group. I am proud of the schedule
we came up with and I think you will be too. Some of the highlights are:
 Goodwill fraud story – told by the CEO and chief “storyteller” Bob
Pederson, as well as their former controller, Carol Braun, the
individual who embezzled the money from the organization. They
will share their story of betrayal and coming full circle in September.
 An Integrys VP, Joel Jansen – will share his thorough knowledge of
negotiation skills in October. This will be great for students and
professionals alike as keen negotiation skills are important for
everyone to have.
 Tour of the Fox Cities Stadium (home of the Timber Rattlers) and
discussion on Sports Accounting – this will be a joint meeting with
our neighboring chapter to the south, the Winnebagoland IMA
chapter in November.
 Dr. Rai from Prevea – an accomplished young medical professional
in the community and CEO of Prevea will give us an update on all
the new healthcare trends in January.
 Internet security expert – with all the internet security breaches in
recent months, we’ll hear from Curt Esser, an independent IT
consultant about the hidden dangers of being online in March.
 Six Sigma expert – we’ll have a master black belt share ideas on
how to incorporate Six Sigma into your workplace to continually
increase efficiency. Join us in April to learn how your organization
can do more with less.
There are so many great topics this year. I encourage you to join us for
each and every meeting and share your feedback on how to continually
improve our chapter to serve our members.
Alison Hendrickson, CPA, CMA
2014-2015 Chapter President
3
Packerland Chapter
2014-2015 Board of Directors
President
Alison Hendrickson
Integrys Energy Services, Inc.
920/617-6102
anhendrickson@integrysenergy.com
Vice President of Administration/
Director of Program Booklet
Bonnie Nelsen
Young Broadcasting
920/499-3263
bnelsen@new.rr.com
Secretary/Co-Director of Young
Professionals
Dominic Schuh
(920) 342-2354
schudj11@gmail.com
Treasurer/Delegate to Mid-America
Council
Jeff Dewane
920/328-4333
jdewane1@gmail.com
4
Packerland Chapter
2014-2015 Board of Directors (con’t)
Director of Newsletter
Kathy Adams McIntosh
Northeast Wisconsin Technical College
920/499-7605
k.adams35@att.net
Vice President of Membership
Tom LeMense
920/380-8221
tomlem54@lycos.com
Director of Meetings/
Director of Public Relations/
Immediate Past President
Greg Franda
Anchor Coupling Inc.
906/864-1125
franda_greg_r@anchorcoupling.com
Director of Social Media/Co-Director of
Young Professionals
Jacob Rauwerdink
rauwjg15@uwgb.edu
5
2014-2015 Packerland Chapter Board
Contact List
For General Chapter Communications
Chapter President
920/617-6102 (W)
Alison Hendrickson
anhendrickson@integrysenergy.com
To Become a Member or Renew Membership
Vice President of Membership
920/639-6463 (C)
Tom LeMense
tochlem54@gmail.com
To RSVP for a Meeting or Program
Director of Meetings
906/864-1125 (W)
Greg Franda
Franda_Greg_R@anchorcoupling.com
To Change Your Membership Contact Information
Vice President of Membership
920/639-6463 (C)
Tom LeMense
tochlem54@gmail.com
To Report Continuing Professional Education (CPE) Credits
VP of Administration
920/499-3263 (H)
Bonnie Nelsen
bnelsen@new.rr.com
To Change the E-mail Address for your Chapter Newsletter
Director of Newsletter
920/360-5436 (H)
Kathy Adams McIntosh
k.adams35@att.net
To Make a Newsletter Contribution or Suggestion
Director of Newsletter
920/360-5436 (H)
Kathy Adams McIntosh
k.adams35@att.net
To Change Your Nametag
Director of Meetings
906/864-1125 (W)
Greg Franda
Franda_Greg_R@anchorcoupling.com
To Inquire About Regional or National IMA Meetings
Regional Delegate
920/328-4333 (C)
Jeff Dewane
jdewane1@gmail.com
6
Packerland Chapter
Past Presidents
2013 – 2014
2011 – 2013
2009 - 2011
2007 - 2009
2006 - 2007
2004 - 2006
2002 - 2004
2000 - 2002
1998 - 2000
1997 - 1998
1996 - 1997
1995 - 1996
1994 - 1995
1993 - 1994
1992 - 1993
1991 - 1992
1990 - 1991
1989 - 1990
1988 - 1989
1987 - 1988
1986 - 1987
1985 - 1986
1984 - 1985
1983 - 1984
1971 - 1972
1970 - 1971
1968 - 1969
1963 - 1964
1957 - 1958
1947 - 1948
*
**
Alison Hendrickson
Greg Franda
Alison Hendrickson
Kathy Adams McIntosh
Bob Hieronimczak
Diane Paque
Tom LeMense
Dennis Dionne*
Francine Enright*
Stan Noel
Mark Naze*
Chuck Dallas*
Dennis Dionne*
Norbert Waterstreet*
Larry Romuald*
Virginia Haske*
Roger Kinnard*
John Gerdener*
Judy A. Haevers*
Jim Kiekhaefer*
Dale Ducat*
Diane L. Ford*
Curtis Carter*
Peter J. Janowski*
Donald A. Juers
Richard C. Engel**
Charles M. Williams**
Albert H. Spiegel**
Victor M. Gutt**
Peter M. Chiuminatto**
Past Outstanding Member
Retired – Life Emeritus
7
Banner Year
Banner Year
Banner Year
Banner Year
Banner Year
About IMA
The Institute of Management Accountants (IMA®) is the
world’s leading organization dedicated to empowering
management accounting and finance professionals to drive
business performance.
Business Creed
IMA members are today’s leaders, managers, and decision
makers in management accounting and financial
management. As members, we are dedicated to continued
professional development, to achieving the highest levels
of professional certification, and to supporting each other in
our commitment to professional excellence.
What We Offer
With a network of over 70,000 professionals, IMA provides
a dynamic forum for management accounting and financial
professionals to develop and advance their careers
through its Certified Management Accountant (CMA®)
programs, cutting edge professional research and practice
development education, networking, and the advocacy of
the highest ethical and professional practices.
Visit the IMA National Website at
www.imanet.org
Or your local Chapter Website at
www.imapackerland.com
for more information.
8
Top 10 Reasons to Become an IMA Member
1. Voice of the Profession. IMA represents the collective voice of
the 90% of management accounting and finance professionals
who work inside organizations.
2. 24/7 Access to Information, Tools, and Networking. Wherever
you are and whenever you need it, IMA is your nonstop resource
for information and relationships worldwide.
3. Community. From three virtual networking options to a network of
more than 200 Chapters around the world, IMA has the most
expansive community of management accounting and finance
professionals.
4. Career Management. You own your career, and IMA is your
career management advisor with resources to help you locate that
next opportunity or take that next step on your career ladder.
5. Leading Professional Designations. Gain the competitive edge
you need to stand out in the crowd by obtaining your Certified
Management Accountant (CMA) credentials.
6. Information Translated into Knowledge. Raw information is
useless to you. Let the IMA help you apply information to help your
business remain competitive in today’s fast-paced, global
environment.
7. Lifelong Learning. Keep your skills and knowledge up-to-date by
leveraging IMA’s flexible array of professional development
offerings. Don’t just check a box; get what you need to improve
your performance.
8. Value-adding Partnerships. With everything from
personal/leisure services to career management tools to cosponsored grant programs, IMA partners with organizations
worldwide to advance the profession and create unique offerings
for IMA members.
9. Thought Leadership. IMA research is on the cutting edge,
building the body of knowledge and identifying the best practices to
give IMA members the competitive advantage.
10. International Reach. IMA has a network of nearly 65,000
members worldwide. Wherever you are in the world, IMA has
something valuable for you.
9
CMA Certification
The Certified Management Accountant (CMA®)
The CMA® designation is an advanced, globally recognized
credential that supports management accounting and finance
professionals who drive business performance from inside
organizations. It is designed to foster the professional
development of those who hold it, preparing them to anticipate
the needs of their organizations and play an integral role in the
strategic decision-making process, while also upholding the
highest level of professional and ethical standards. IMA’s CMA
program embodies an extensive and advanced-level curriculum
requiring candidates to demonstrate thorough knowledge of
accounting, finance and important related fields, as well as the
ability to integrate accounting and financial information into the
business decision process. CMA exam topics include
economics, business finance, situational analysis, and decision
making, with a strong emphasis on ethics. Combined with
relevant rule-based subject matter, the four-tiered CMA exam is
designed to develop and measure critical thinking and decisionmaking skills.
Student Members Section
We would like to recognize our student members from all area
schools and encourage them to get involved with our chapter
activities. Students are always welcome to attend our monthly
meetings. We feel that active involvement will give the students an
opportunity to communicate with potential employers in a less
stressful atmosphere than a job interview. Our meetings serve as
an excellent networking environment.
For additional information regarding student activities, please
contact:
Dominic Schuh at schudj11@gmail.com
or
Jake Rauwerdink at rauwjg15@uwgb.edu
10
Things to Consider About
CMA Certification
Salary
Professionals with a CMA can earn nearly $25,000 more in
average total compensation annually than noncertified peers.
Based on IMA Annual Salary Survey, 2009.
Competitive Advantage
Businesses around the world rely on CMAs for accounting,
finance and information management and most importantly, for
the strategic planning and business solutions provided by these
qualified professionals.
Personal Satisfaction
Prove your ability to become a strategic business partner, while
you also enhance your self-confidence, your sense of
accomplishment, and your resume.
Professional Recognition
The CMA designation represents a broad business competency
and mastery of the management-level skills required to add
value, drive business performance, and build quality financial
practices within organizations. The programs objectively test and
validate expertise in areas essential to analyzing, managing and
evaluating business solutions that contribute to the success of
an organization. The CMA credentials indicate a commitment to
excellence based on a strong, ethical foundation and dedication
to lifelong learning.
Additional information about the Certified Management
Accountant program or the examination is available by
contacting:
Institute of Certified Management Accountants
10 Paragon Drive
Montvale, New Jersey 07645-1718
Telephone: (800) 638-4427
Website: www.imanet.org
Email: cmacfm@imanet.org
11
Packerland/Gleim IMA Chapter Partnership
The Packerland Chapter has decided to continue its partnership
with Gleim to ensure your success on the CMA exams! We are
working together to provide you with the necessary tools that you
need to prepare for this difficult exam.
Because of your membership in the Packerland Chapter of IMA,
you are eligible for significant discounts on any of Gleim’s CMA
materials, as well as its Online CPE.
12
Packerland Chapter
CMA’S and CFM’s
Listing of members in our chapter who currently hold the
Certificate in Management Accounting:
Kathy L. Adams McIntosh
Kathleen M. Borisch
Carrie Buntjer
Michael Burns
Eric CArlson
Randal J. Christl
Lisa M. Cribben
Joan P. Daniel
Jeff Dewane
Angie M. Dewitt
Lorna J. Fisher
Diane L. Ford
Greg R. Franda
Daniel J. Gibney
Kurt E. Gresens
Jessica A. Grimm
Judith A. Haevers
Alison N. Hendrickson
Joylyn C. Hoffman Malueg
Lee A. Hornick
Lorrie A. Jacobetti
John Jacques
Scott L. Jensen
Amy L. Jepsen
Jerome R. Johanek
James H. Kiekhaefer
Polly K. Kopke
Jeffrey T. Ladwig
Nai Shun N. Luk
Carolyn A. Maricque
Michelle M. McClelland
Denise M. Odette
Nathan J. Ott
Keri L. Paris
Michael A. Powers
Christine M. Reiter
Kelly J. Rogers
John M. Rosloniec
Dawn M. Rost
Karl F. Schindl
Pamela W. Schneider
Tim R. Splittgerber
Kathryn L. Sternitzky
Raymond F. Suennen
Margaret A. Thorpe-Haass
Listing of members in our chapter who currently hold the
Certificate in Financial Management:
Daniel J. Gibney
Scott L. Jensen
Keri L. Paris
Michael A. Powers
Rhonda S. Richards
Dawn M. Rost
13
Mark Your Calendar for these
Dates to Remember
September 16, 2014 – 2 CPE Credit Meeting (Ethics Eligible)
October 15, 2014 - Student night
November 18, 2014 – Tour of Fox City Stadium (5:00)
December 9, 2014 – Spouse/Special Guest Night
February 18, 2015 – Student night
________________________________________________
Golf Outing
The chapter golf outing will be held on the third Tuesday of
July in 2015. You will receive details in the newsletter next
spring. For more information, contact:
Greg Franda
Jeff Dewane
920/328-4333
jdewane1@gmail.com
Phone (906) 864-1125
franda_greg_r@anchorcoupling.com
Tom LeMense
Phone – 920/639-6463
tochlem54@gmail.com
14
Mackinaw’s
2925 Voyager Drive
Green Bay
September 16, 2014
** Please note the special schedule for this meeting only **
4:30-5:20 – “Betrayal” session 1 (1 CPE credit)
5:20-5:30 – Break/Social
5:30 – 6:10 – Dinner
6:10-7:00 – “Coming Full Circle” session 2 (1 CPE credit)
Bob Pedersen has been President and Chief Executive Officer of
Goodwill Industries of North Central Wisconsin, Inc. since 1991.
Bob provides executive leadership, vision, management and
administration for this not-for-profit human services organization
that helped improve the lives of more than 67,000 people across
north central Wisconsin in 2013 through its more than 25 programs
and services.
Bob has over 40 years of nonprofit leadership experience. Prior to
joining Goodwill, he was Associate Executive Director of Programs
and Services for the Brown County Association for Retarded
Citizens in Green Bay, WI, for 17 years. Before returning to
Wisconsin in 1974, he was Director of Adult Services for the
Pinellas Association for Retarded Children in St. Petersburg, FL.
Bob was a member of the 1999-2000 class of Frances Hesselbein
Community Innovation Fellows of The Peter F. Drucker Foundation,
where he was mentored by both Hesselbein and Drucker. Bob was
appointed as a member of the 2001 class of Stanford University
Community Innovation Fellows. He is a past president and board
member of Rehabilitation Facilities of Wisconsin, and has been a
surveyor and consultant for CARF, The Rehabilitation Accreditation
Commission. Bob served as a member of the Goodwill Industries
International Council of Executives and on the Board of Directors of
Goodwill Industries International.
Bob has a bachelor’s degree in Communications and Psychology
from North Park College in Chicago. He did post-graduate study in
Program Evaluation at the University of Wisconsin-Green Bay. Bob
also has an honorary Doctor of Humane Letters from the University
of Wisconsin-Oshkosh.
15
October 15, 2014
The Woods
530 Erie Road
Green Bay
Wednesday Meeting
“STUDENT NIGHT”
Negotiation Skills
Joel Jansen is vice president for Integrys Energy
Services, Inc. His responsibilities include the
oversight of the Risk, Energy Supply, and Energy
Assets areas of the company.
Over the past 18 months, Joel has been working
more closely with the retail portion of the Integrys
Energy business while still leading the nonregulated energy assets of the company. In his role with the energy
assets business, he has helped reshape the company’s portfolio away
from traditional coal and oil fired generation to customer-centric
renewable energy assets, such as landfill gas fired electric generation,
renewable gas pipelines, and solar electric generating facilities.
Prior to joining the company in early 2005, Joel worked for American
Electric Power in Columbus, OH and with Primary Energy, Inc., an
industrial project development subsidiary of NiSource, Inc., located in
Merrillville, Indiana.
Joel holds a Bachelor of Science in Mechanical Engineering with a
minor in Economics from Rose-Hulman Institute of Technology (Terre
Haute, IN) and a Masters of Business Administration with a focus on
Finance from The Ohio State University (Columbus, OH).
Joel currently serves as the chairman of the Site Advisory Council for
Our Lady of Lourdes Catholic School and is an active member of the
Knights of Columbus and his church parish.
Originally from Norfolk, NE, Joel currently resides in De Pere, WI, with
his wife and two children.
16
November 19, 2014
Fox City Stadium
2400 N Casaloma Drive
Appleton, WI 54913
Wednesday Meeting
AND Tour
Joint Meeting with Winnebagoland Chapter
5:00-6:00 Timber Rattlers Stadium Tour
6:10-6:40 Dinner
6:40-7:30 Speaker
Cathy Spanbauer, Controller (Timber
Rattlers)
Cathy is in her 20th season with the Timber
Rattlers, as she started her career in Minor
League Baseball in 1995 when the Appleton
Foxes became the Wisconsin Timber Rattlers. A
graduate of Moraine Park Technical College,
Cathy began her accounting career in 1987 with
the regional public accounting firm of
Schumaker, Romenesko & Associates, now known as Baker Tilly
Virchow Krause, LLP. During her 5 years at SR&A, she was
promoted to Supervisor of Accounting Services and oversaw a
department of 10 people which provided accounting services for
small businesses.
In 1992, she left SR&A and with her husband, Ed, started a new
venture in Oshkosh by establishing Originals Antique Mall. Together
they ran the antique mall for 2 ½ years until they had their first child,
Eddie. They sold the mall and she returned to work for SR&A on a
part-time basis until the opportunity to work for the Timber Rattlers
came along.
Cathy lives on Lake Winnebago in Fond du Lac with her husband
and three children, Eddie, Kylie & Jaysen. She loves to crochet and
craft in her free time, watch her children in their sporting and
dancing events and travel around the USA and internationally. She
will be travelling with her daughter’s Baton Twirling Corps to the
World Baton Twirling Championships in Italy in April of 2015.
Register: https://www.eventbrite.com/e/november-2014winnebagoland-ima-tourmeeting-tickets-12370838511
17
December 9, 2014
Gray Stone Ale House
3711 Monroe Road
De Pere
Tuesday Meeting
Annual Tax Update
Robert S. Keebler, CPA, MST, AEP
(Distinguished)
Robert Keebler is a partner with Keebler & Associates,
LLP and is a 2007 recipient of the prestigious Accredited
Estate Planners (Distinguished) award from the National
Association of Estate Planners & Councils. He has been named by CPA
Magazine as one of the Top 100 Most Influential Practitioners in the United
States and one of the Top 40 Tax Advisors to Know During a Recession.
His practice includes family wealth transfer and preservation planning,
charitable giving, retirement distribution planning, and estate
administration. Mr. Keebler frequently represents clients before the
National Office of the Internal Revenue Service (IRS) in the private letter
ruling process and in estate, gift and income tax examinations and
appeals, and he has received more than 150 favorable private letter
rulings including several key rulings of “first impression”. He is the author
of over 100 articles and columns and is the editor, author or co-author of
many books and treatises on wealth transfer and taxation. Mr. Keebler
has recently been quoted in The New York Times in an article titled: “The
1040 Blues” where he provided insight on capital gains tax. Mr. Keebler
has been a speaker at national estate planning and tax seminars for over
20 years including the AICPA’s: Estate Planning, High Income, Advanced
Financial Planning Conferences, ABA Conferences, NAPEC Conferences,
The Notre Dame Estate Planning Conference and the Heckerling Estate
Planning Institute.
Keebler & Associates, LLP
Keebler & Associates, LLP is a tax advisory and CPA firm located in
Green Bay, Wisconsin. We provide family wealth transfer and estate tax
planning and retirement distribution planning. We also provide educational
resources to the estate planning community including attorneys, financial
advisors, trust officers, accountants and insurance professionals.
Our private practice clients are high net worth individuals from across the
United States who come to us seeking advice and insight on preserving
accumulated wealth. Our role is of a trusted advisor with specialization that
is nationally recognized in the areas of tax and estate planning. To
effectively serve our clients, we take time to build a relationship with each
one so that we understand their objectives, values and concerns. This
allows us to develop customized, tax-minimizing strategies and solutions
that deliver clarity and peace of mind.
18
St. Brendan’s Inn
234 South Washington Street
Green Bay
January 20, 2015
Tuesday Meeting
Healthcare Trends
Dr. Ashok Rai
As President and CEO of Prevea
Health, the largest multi-specialty
group practices in Northeast
Wisconsin, Dr. Rai has a personal
commitment to the wellness of this
community and works to inspire others
to live well.
His association with Prevea Health
began in 2001 when he joined Prevea’s partner hospital, St.
Mary’s Hospital Medical Center, as the Medical Director for
Hospitalist Services. During the past 10 years, Dr. Rai has
served as St. Mary’s Physician Quality Director and Prevea’s
Associate Medical Director of Operations, Senior Vice
President and Chief Medical Officer.
Dr. Rai’s passion to redesign healthcare has led Prevea to
focus on the Patient Centered Medical Home model of care,
and to create a medically-based wellness program designed
just for business—featuring customized programs that
educate and empower employees for a healthy and fit
lifestyle.
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February 18, 2014
Hagemeister Park
325 North Washington St
Green Bay
Wednesday Meeting
STUDENT NIGHT
Professional Panel
Professor Loebl, Kim Nygard and Briana LaPlante
Professor Loebl: Jim Loebl is an Associate
Professor in Accounting for the School of Business at
UW-Green Bay. He received his B.A. in Economics
from Santa Clara University in 1978, his M.B.A. from
the Harvard Business School in 1982, and his LL.M. in
Taxation from the University of Florida in 2000.
Professor Loebl’s is an accomplished
professional with experience in internal auditing, financial analysis and
budgeting, estate planning, corporate law and as a clerk for Judge
Charles Dykman in the Wisconsin Court of Appeals. He currently
teaches intermediate and advanced financial accounting. Previously
he’s taught business law, individual income tax, advanced income tax,
introductory and managerial accounting, estate/gift tax & trusts and
estates. Professor Loebl serves on the UWGB Faculty Senate and is
the faculty advisor to the students participating in the Volunteer Income
Tax Assistance (VITA) Program sponsored by the Internal Revenue
Service from 2008-2012.
Kim Nygard: Kim has been a Financial Accountant with
Schreiber Foods for five years. She began her first two
years working with Taxes and Fixed Assets. The last three
years she has worked in Financial Statement Consolidation.
Ms. Nygard received her Undergraduate Degree of
Accounting in 2009; her MBA in 2013. She is also a CPA
and a CMA. She is the Winter 2009 recipient of the Institute
of Management Accountants (IMA) Student Performance Award.
Briana LaPlante: Briana graduated from UWGB in
May 2013 with a degree in Accounting and Business
Administration with a Finance emphasis. She has been
working at Hawkins Ash CPAs since June 2013 with her
primary focus being on nonprofit and credit union audits.
Ms. LaPlante also assist with nonprofit and small business
reviews and compilations. She is currently studying for the
CPA exam with the goal of completing all four sections by the end of
November.
20
Legend’s
875 Heritage Road
DePere
March 17, 2015
Tuesday Meeting
Internet (In)Security and Privacy
Curt Esser
Surfing the Internet and using e-mail has
become an everyday occurrence for many
people. But computer users often don't know
about the hidden dangers of being online.
Viruses, hackers, spam, adware / spyware,
identity theft, interacting with strangers and
objectionable content are just a few of the
things people need to be aware of. Curt Esser will discuss
what some of these items are, and what can be done to
prevent them from interrupting or even ruining your time
online.
Curt Esser has over 20 years of computer experience, and
enjoys helping people solve their computer problems. He is
the owner of Esser Consulting, LLC, which is a Better
Business Bureau Accredited Business (A+ rating).
In addition to troubleshooting and performing software
maintenance, he advises clients on how to buy a personal
computer, how to use software applications and e-mail
programs, and how to keep their computers maintained and
secured.
Curt is an adjunct faculty member at a local technical college,
and has been a guest lecturer and instructor for the Senior
Net program. He translates “geek-speak” to plain English, and
helps users understand technical issues by way of analogies.
He is recognized as a local expert on Internet security and
privacy issues, and has been interviewed on the radio and TV,
and in local newspapers and business magazines.
Connect with Curt Esser on LinkedIn:
www.linkedin.com/in/curtesser
Follow Esser Consulting on Facebook:
www.facebook.com/esserconsulting
21
April 21, 2015
Townline
2544 Lineville Road
Green Bay
Tuesday Meeting
Six Sigma
Dan Michalik
Dan Michalik is a 6 Sigma Black Belt
with Anchor Coupling Inc. with a focus
on Lean Manufacturing and the
Caterpillar Production System. His
primary responsibilities include leading multi-disciplinary
teams with an emphasis on reducing the time required to
produce goods, cost reduction projects, and improving overall
quality. Other responsibilities include training 6 Sigma Green
Belts, running rapid improvement workshops, project
management, capital projects and helping with root cause
corrective action (rcca) events.
Dan holds a B.S. in Mechanical Engineering from Michigan
Technological University (2002). His first job after graduation
was as a design engineer for Anchor Coupling where he spent
just shy of two years before moving onto a job as a process
engineer. It was this job that provided an introduction to
project management and became the stepping stone to
becoming a Caterpillar Inc. trained Black Belt (2005-2006).
When not working, Dan enjoys many outdoor activities
including hunting and fishing, shooting, golf, volleyball
geocaching, and disc golf.
22
Mackinaw’s
2925 Voyager Drive
Green Bay
May 12, 2015
Tuesday Meeting
Business Technology
23
Packerland Chapter
IMA 2014-2015 Membership Roster by Company
Anchor Coupling Inc............................................... Greg R. Franda
Associated Banc Corp. ....................... Ben Braun, Diane S. Paque
Baker Tilly Search & Staffing, LLC ................................ Bob Faulds
BayCare Clinic, LLC................................................. Bonnie Nelsen
BE’s Coffee & Vending Service ........................... Dennis P. Dionne
C A Lawton Co............................................................... Lisa Cayer
Central Communications ........................................ David L. Nelson
Chem Design Products Inc. .................................. Randal J. Christl
Dale J. Ducat, CPA ................................................... Dale J. Ducat
Deloitte ................................................................. Jessica Rogers
Englewood Marketing Group, Inc ................... Christine J. Ploppers
Hansen Foods Inc ............................................... Charles D. Martin
Hiawatha Valley Mental Health Center .................... Shirley Hobson
IMA Regional Director ................................................. David Skora
Innovative Services .................................................. Brian Skalecki
Integrys Business Support ...........................Shannon Lea Ryerson
Integrys Energy Group ..........Lisa Borman, John G. Guntlisbergen,
................................... Joylyn C. Hoffman Malueg, Amy L. Jepson,
.......................... Tammy Karcz, Tracy Kupsh, Sarah E. Schwalbe,
..................................... Margaret A. Thorpe-Haass, John R. Wilde
................................ Alison N. Hendrickson, Raymond F. Suennen
24
Jefferson County ..................................................... Joan P. Daniel
Lloyd Flanders Industries Inc .................................... Jeffrey Starks
Manitowoc County ...........................................Todd H. Reckelberg
Multipond America Inc. ............................................... Paul A. Plutz
NSight Teleservices ..................... Mark M. Naze, Jennifer Bowman
Oneida Tribe of Indians of WI ............................. Michael D. Farrell
Palmer Johnson Yachts, LLC .............................. Jeffrey T. Ladwig
Pierce Manufacturing ............................................ Thomas Adrians
PMI Entertainment Group .................................... Nicole L. Linssen
Prevea Health .................................................... Lorrie A. Jacobetti
Robert E Lee & Associates Inc ................................... Mark Larson
School Specialty .............................................. Jerome R. Johanek
Schneider National ....................................................... Angela Prill
Schreiber Foods Inc. ........................... Nathan J. Ott, Keri L. Paris,
.................................................................................... Kim Nygard
Somerville, Inc .............................................................. Sara Kvitek
Spectrum Health ................................................ John M. Rosloniec
Strategic Business Advisors ..............................Tim R. Splittgerber
Sturm’s Inc ............................................................. Lorna J. Fisher
Therma-Tron-X. Inc. ............ Joshua W. Kinnard, Roger N. Kinnard
United One Credit Union............................. Michelle M. McClelland
25
Unity Hospice...................................................... Jessica A. Grimm
University of Wisconsin Marathon County ............... Scott Sybeldon
Valley Packaging Supply Co., Inc. ...................... Cynthia Majewski
VF Corporation ...................................................... Christine Reiter
VF Outdoor Inc ........................................................... Eric Carlson
Virginia A. Haske CPA .........................................Virginia A. Haske
Vollrath Company ................................................... Paul Fredelake
Walker Forge Inc ................................................ Frances E. Bosze
Wipfli LLP ............................................................. Lisa M. Cribben,
.................................................... Kurt E. Gresens, Polly K. Kopke,
.................................................................... Pamela W. Schneider
Wiretech Fabricators Inc. ................................ James E. Abeyta Jr.
26
Packerland Chapter
2014-2015 Membership Roster
ABEYTA, JAMES E. Jr. (2006)
Wiretech Fabricators Inc.
920/743-7201 x113
jamesuop@hotmail.com
CHRISTL, RANDAL J. (1989)
Chem Design Products Inc
715/735-8262
rchristl1@new.rr.com
THOMAS ADRIANS (2014)
CRIBBEN, LISA M. (1992)
Wipfli LLP
920/662-2897
lcribben@wipfli.com
AMBROSIUS, AMY (2009)
920/434-8860
amy@ksentry.com
DANIEL, JOAN P. (1991)
Jefferson County
920/674-7101
joanusa@charter.net
BIELINSKI, RICHARD (2014)
BORISCH, KATHLEEN M. (1989)
414/846-3444
kathybo@cmhocontofalls.org
DEWANE, JEFF (2011)
Kroening, Stangel, Swetlik & Zinkel,
LLP
920/328-4333
jdewane1@gmail.com
BORMAN, LISA M. (1992)
Integrys Energy Group
920/433-2534
lmborman@integrysgroup.com
DEWITT, ANGIE M. (2002)
Associated Bank Corp
920/491-7110
angie.dewitt@associatedbank.com
BOSZE, FRANCES E. (2006)
Walker Forge Inc.
715/823-6557
fbosze@walkerforge.com
DIAZ, MARIDEY D. (2005)
marideyd@yahoo.com
BOWMAN, JENNIFER (2013)
Jennifer.bowman@nsight.com
DIONNE, DENNIS P. (1982)
BE’s Coffee & Vending Service, Inc.
920/983-2318 x208
dd39254@aol.com
BRAUN, BEN (2013)
Associated Bank
bjbraun@uwalumni.com
BUNTJER, CARRIE L.
carrie.meyer13@yahoo.com
DUCAT, DALE J. (1973)
Dale J. Ducat CPA
920/954-8288
dducat@new.rr.com
CARLSON, ERIC (2008)
VF Outdoor Inc
920/735-8414
eric_carlson@vfc.com
ENRIGHT, FRANCINE M. (1981)
Megtec Systems Inc.
920/337-1417
FEnright@megtec.com
CAYER, LISA (2008)
C A Lawton Co
920/983-4112
lcayer@calawton.com
ERDMANN, PAMELA (2014)
pam.erdmann@earthlink.net
27
FARRELL, MICHAEL D. (2009)
Oneida Tribe of Indians of WI
920/490-3513
mfarrell@oneidanation.org
HANOLD,KAREN J.
920/468-4771
Kjofoster53@gmail.com
HENDRICKSON, ALISON N. (1999)
Integrys Energy Services
920/617-6102
anhendrickson@integrysenergy.com
FAULDS, BOB
Baker Tilly Search & Staffing, LLC
Bob.faulds@bakertilly.com
HOBSON, SHIRLEY ANN
Hiawatha Valley Mental Health
Center
shirleyannhobson@gmail.com
FISHER, LORNA J. (1988)
Sturm’s Inc.
920/526-5111
lfisher@sturminc.com
HOFFMAN MALUEG, JOYLYN C.
(2008)
Integrys Energy Group
920/433-2526
joylyn.hoffman@yahoo.com
FORD, DIANE L. (1977)
FRANDA, GREG R. (1987)
Anchor Coupling
906/864-1125
franda_greg_r@anchorcoupling.com
HOLLER, HERBERT (1957)
FREDELAKE, PAUL (2013)
Brillion Iron Works
fredelake@gmail.com
HORNICK, LEE A. (1991)
715/735-8120
lee.hornick@winsert.com
GAUGHAN, TIMOTHY (2014)
tgaughan05@jcu.edu
JACOBETTI, LORRIE A. (1997)
Prevea Health
920/496-4755
Lorriej@prevea.com
GRESENS, KURT E. (1996)
Wipfli LLP
920/662-2874
kgresens@wipfli.com
JACQUES, JOHN H. (2011)
920/766-9930 x308
jhj@orvspizza.com
GRIMM, JESSICA A. (1998)
Unity Hospice
920/592-2836
JENSEN, SCOTT L. (1998)
715/735-9341 x6218
GUDWER, BILL J. (2006)
920/826-6270
billgudwer0102@msn.com
JEPSON, AMY L. (1993)
Integrys Energy Group
920/433-1387
aljepson@integrysgroup.com
GUNTLISBERGEN, JOHN G.
(1991)
Integrys Energy Group
920/433-1038
jgguntlisbergen@integrysgroup.com
JOHANEK, JEROME R. (1982)
School Specialty Inc.
920/882-5719
jjohanek@schoolspeciality.com
HAEVERS, JUDITH A. (1979)
920/494-8024
jhaevers@sbcglobal.net
KARCZ, TAMMY L. (2008)
Integrys Energy Group
920/433-2928
tlkarcz@integrysgroup.com
28
KEANE, CORNELIUS (1967)
KIEKHAEFER, JAMES H. (1975)
jimk@netnet.net
NAZE, MARK M. (1987)
Nsight Teleservices
920/617-7103
mark.naze@nsighttel.com
KINNARD, JOSHUA, W. (2004)
Therma-Tron-X, Inc.
920/743-6568 x7252
jwkinnard@hotmail.com
NELSEN, BONNIE
BayCare Clinic, LLC
920/405-5390 x 1235
bnelsen@new.rr.com
KINNARD, ROGER N. (1983)
Therma-Tron-X, Inc.
920/743-6568 x7250
rkinnard@ttxinc.com
NELSON, DAVID (1956)
Central Communications
920/733-2002
DLNOSG@aol.com
KOPKE, POLLY K. (1999)
Wipfli LLP
920/662-2811
pkopke@wipfli.com
NYGARD, KIM (2008)
Schreiber Foods Inc
kim.nygard@schreiberfoods.com
ODETTE, DENISE M. (1996)
Retired
715/735-7411 x520
LADWIG, JEFFREY T. (1996)
Palmer Johnson Yachts, LLC
920/746-6392
j.ladwi@pj-yachts.com
OTT, NATHAN J. (1993)
Schreiber Foods Inc.
920/455-6336
nathan.ott@schreiberfoods.com
LARSON, MARK (1984)
Robert E Lee & Associates Inc
LEMENSE, THOMAS G. (1993)
920/498-2602
PAQUE, DIANE S. (1995)
Associated Banc Corp.
920/491-7082
diane.paque@associatedbank.com
tomlem54@hotmail.com
LINSSEN, NICOLE L. (2006)
PMI Entertainment Group
920/405-1167
Nicole.Linssen@pmiwi.com
PARIS, KERI L. (1998)
Schreiber Foods Inc.
920/455-6452
keri.paris@schreiberfoods.com
LUK, NAI SHUN N. (1989)
920/336-1663
nelson.luk@thrivent.org
PLUTZ, PAUL A. (1985)
Multipond America Inc.
715/823-4200 x234
pplutz@new.rr.com
MAJEWSKI, CYNTHIA
Valley Packaging Supply Co., Inc.
cmajews@gmail.com
POWERS, MICHAEL A. (2003)
920/455-6450
MCCHESNEY, ROSEMARIE C.
(1996)
PRILL, ANGELA
PrillA@schneider.com
MCCLELLAND, MICHELLE M.
(1994)
United One Credit Union
920/652-2548
mmcclelland@unitedone.org
RABAS, MARK (1989)
mrabas@robinsonmetal.com
29
RECKELBERG, TODD H. (1988)
Manitowoc County
920/683-4080
treck22@sbcglobal.net
SPLITTGERBER, TIM R. (1992)
Strategic Business Advisors
920/621-1780
tims@strategic-businessadvisors.com
REITER, CHRISTINE M. (1997)
VF Corporation
920/735-4458
STARKS, JEFFREY (1981)
Lloyd Flanders Industries Inc
ROSLONIEC, JOHN M. (2003)
Spectrum Health
616/643-9234
Jrosloniec@ymail.com
STERNITZKY, KATHRYN L. (1989)
920/469-1185
ksternitzky@sbcglobal.com
SUENNEN, RAYMOND F. (1991)
Integrys Energy Services
920/617-6147
rfsuennen@integrysenergy.com
SCHINDL, KARL F. (1991)
920/683-4693
SCHNEIDER, PAMELA W. (1993)
Wipfli LLP
920/662-2864
pschneider@wipfli.com
SYBELDON, SCOTT (2013)
University of Wisconsin Marathon
County
SCHNESE, ANDREW (2014)
aschnese@yahoo.com
THORPE-HAASS, MARGARET A.
(2003)
Integrys Energy Group
920/433-5541
SCHULTZ, SHARON A. (1986)
920/491-7252
MAThorpe-Haass@integrysgroup.com
SCHWALBE, SARAH E. (2007)
Integrys Energy Group
920/433-1018
seschwalbe@integrysgroup.com
WATERMOLEN, MILDRED E.
(1994)
920/468-6435
frederick03_622001@yahoo.com
SKALECKI, BRIAN (2013)
Innovative Services
WHITE, BROOKE
WILDE, JOHN R. (1982)
Integrys Energy Group
920/433-1103
jrwilde@integrysgroup.com
SKORA, DAVID
IMA Regional Director
608-203-2010
dskora@fristampumps.com
30
2014-2015 Emeritus Life Association Members
Gutt, Victor M. (1950)
715/526-3252
Nelson, David (1956)
Central Communications
920/733-2002
DLNOSG@aol.com
Holler, Herbert W. (1957)
920/336-1310
Keane, Cornelius J. (1967)
561/364-8835
2014-2015 Student Members
Athey, Heather (2009)
hathey20@gmail.com
Rauwerdink, Jacob (2014)
rauwjg15@uwgb.edu
Boeck, Bryan (2014)
boecbs22@uwgb.edu
Rogers, Jessica (2013)
jesrogers@deloitte.com
Hobson, Shirley (2014)
shirleyannhobson@gmail.com
Ryerson, Shannon (2013)
slryerson@integrysgroup.com
Kriesel, Mandy (2013)
mandy9779@hotmail.com
Schuh, Dominic (2013)
Schudj11@gmail.com
Mayer, Bradley (2014)
brad.mayer2008@gmail.com
Pierrard, Michele (2014)
michelepierrard@gmail.com
31
IMA Packerland
2014-2015 Events at a Glance
Date
Tuesday
9/16/14
Wednesday
10/15/14
Wednesday
11/19/14
Wednesday
11/19/14
Tuesday
12/9/14
Tuesday
1/20/15
Wednesday
2/18/15
Tuesday
3/17/15
Tuesday
4/21/15
Tuesday
5/12/15
Tuesday
7/21/15
Time
Place
Topic
4:30 PM
Mackinaw’s
5:30 PM
The Woods
Coming Full
Circle (Ethics)
Negotiation
Skills
Fox City
Stadium
Fox City
Stadium
Graystone
Ale House
5:00 PM
6:00 PM
5:30 PM
Tour
Sports
Accounting
Annual Tax
Update
Healthcare
Trends
Professional
Panel
Internet
(In)Security
and Privacy
5:30 PM
St. Brendan’s
5:30 PM
Hagemeister
Park
5:30 PM
Legend’s in
DePere
5:30 PM
Townline
Six Sigma
5:30 PM
Mackinaw’s
Business
Technology
Hilly Haven
(Golf outing)
Have fun!
32
NOTES
33