A special thanks to RHI for
ongoing support of the Milwaukee
Chapter FEI.
Milwaukee Chapter Newsletter
March 2005
MILWAUKEE CHAPTER BOARD
2004-2005
Upcoming Events
OFFICERS
Tuesday, April 12, 2005 – University Club
Speaker: Nancy Blough, JD, MBA - American Health Data Institute
Topic: The Fiscally Fit Health Plan
President
Jim Schindhelm
Vice President
Jay McKenna
North Shore Bank
5:30 p.m.
6:30 p.m.
Secretary
Gary Olsen
Carroll College
Nancy is Executive Vice President of the American Health Data Institute, a
subsidiary of the Key Family of Companies. Nancy holds an MBA from Indiana
University and attained her JD from the Indiana University School of Law. She
joined Key Family in 1998 and has held various positions including President of
Employee Benefit Services. Prior to joining Key Family, Nancy served as the
Deputy State Health Commissioner for the state of Indiana and held key positions
in the Human Resource/Benefits arena at Ford Motor Company.
Treasurer
Leo Waner
Penda Corporation
DIRECTORS
Ron Bero
Corporate Financial Advisors, LLC
Paul Bina
Doug Carlson
KBS Construction
Jamie Danner
Kreilkamp Trucking, Inc.
milwaukee chapter
Social Hour
Dinner, Program to Follow
Please invite your upper management Human Resources professional as a guest.
The guest fee is $40.
FEI Spring Forum on Private Companies
April 14-15, 2005
The conference will be held at the Orlando Hyatt. Please see:
http://www.fei.org/events/conferences/privateco.cfm for details and registration.
Elizabeth DeLany
Kalmbach Publishing
Brian Dempsey
Freedom Plastics, Inc.
Chuck Dreher
Columbia St. Mary’s
Michael Hennen
Call Solutions.Com, Inc.
Larry Kean
A&A Manufacturing
Financial Executives Summit
May 19-22, 2005
Hyatt Regency
Chicago, Illinois
For additional information on any of these FEI national conferences, please visit
FEI’s web site www.fei.org or call Tracy Sanctella, the conference coordinator in
the Florham Park office at (973) 765-1027
Ron Kral
Candela Solutions, LLC
Tom Rettler
Gehl Company
Inside this issue…
President’s Message, New Member Meeting ....................... Page 2
Professional Development, Academic Relations .................... Page 3
New Member Information, Summit Information .................. Page 4
Milwaukee Chapter FEI
March 2005
President’s Message
At the March meeting at the Wisconsin Club, the
new Chapter leaders were nominated and elected. I
want to thank Jim Monnat, the nominating
committee and new board member volunteers for
making the nominating process successful. Dean
Greenstreet from the University of WisconsinMilwaukee spoke on Milwaukee’s vital signs.
A few weeks earlier, Jay McKenna, next years
president, Leo Waner, next years secretary and I
attended the Area Leadership Meeting in Las Vegas.
It was informative, helpful and nice to hear from
other chapters and find out what they are doing. Jay
and Leo said they obtained a number of good ideas
for next year’s board. Carl Knauer also attended
fulfilling his area leadership commitment. We heard
about the new AMS system and its impact on
chapters. Also, the results of a chapter survey
covering
chapter
organization,
treasury,
administrators,
sponsorships,
membership
recruiting, meeting related activities, career services
and publications were reviewed. I feel our chapter’s
activities, procedures and programs compared very
favorably.
The April meeting is Outstanding Students Night
always one of my favorites because we assemble all
of those bright financial stars from the six area
universities to receive recognition. In addition, two
senior and junior $2,500 and $1,000 scholarships
respectively from the Milwaukee Chapter of FEI
will be awarded.
Your Academic Relations
committee consisting of Brian Dempsey, John Kita
and Howard Miller have worked hard to make this
happen. Our April speaker Nancy Blough’s topic is
“The Fiscally Fit Health Plan”. You are encouraged
to invite your Human Resources director. I hope you
will join us for this upcoming meeting.
Let me make a pitch for the upcoming FEI National
Summit to be held in Chicago May 19 - 22, 2005.
These Summits are outstanding opportunities
allowing for lots of networking and technical and
leadership advice from some of the country’s finest
speakers. If enough of our members attend, we will
have a cocktail social during the Summit. If you
haven’t already signed up, please consider signing
up for this convenient Summit.
It's been a pleasure being your president this year.
The more you learn about FEI, the more you will
appreciate how important this organization is in
shaping our career and the future of finance in this
country. I've enjoyed getting to know you all better
and look forward to the most coveted office of all,
"past president.” See you in April.
Jim Schindhelm
Chapter President
Reminder!!
On May 10, 2005, a new member reception is
planned for members who joined the Chapter in the
last two years. All other members are also welcome
to attend. Cocktails and hors d'oeuvres will be
served at the event that will begin at 5:00 p.m..
Please mark your calendars!!
The location will be the Marriott West, which is
located in Pewaukee at the corner of I-94 and Hwy
F (formerly 164), next to the Aurora Clinic and
across the street from the American appliance store.
Page 2
Milwaukee Chapter FEI
Professional
Development
Grant Thornton will present the Chapter’s final
professional development program for this year
from 3:30 p.m. until 5:30 p.m. on April 12, 2005.
The session will be held in the Library of the
University Club prior to the April Chapter dinner
meeting.
Dan Roberts, National Director of
Assurance Innovation for Grant Thornton in
Chicago, will lead this interactive session describing
a methodology called ASAP, their strategic gap
analysis process. The objective of the session is to
provide you with a framework that you can apply
within your own organization.
March 2005
Academic Relations
News from
Committee!!
the
Academic
Relations
The WICPA and FEI get together each year to
award scholarships to outstanding Seniors and
Juniors majoring in accounting or finance. The
committee evaluates the candidates based upon
grades, activities and the quality of their Essay.
Two (2) Senior scholarships in Accounting in the
amount of $ 2,500 each and two (2) Junior
scholarships in Accounting/Finance, in the amount
of $ 1,000 given. The scholarships will be awarded
at our monthly meeting on April 12, 2005 at the
University Club.
Registration materials were mailed to the
Milwaukee chapter members. You can also contact
Mary Alberte, 414-226-6975 or via e-mail at
mary.alberte@bcbswi.com.
The scholarships awarded:
The Professional Development Committee wishes
to thank all the firms that committed to
presentations this past year:
Virchow Krause
Clifton Gunderson
Jefferson Wells
Deloitte LLP – an FEI Strategic Partner
PricewaterhouseCoopers – an FEI Strategic Partner
Grant Thornton – an FEI Strategic Partner
Senior Scholarships:
Katherine Rado
Danielle Knapkavage
UW-Milwaukee
UW- Oshkosh
Junior Scholarships:
Sara Mertz
Katie Sasse
UW-Whitewater
UW-Oshkosh
Academic Relations Committee members are Brian
Dempsey – Chair, John Kita, and Howard Miller.
Thank you for a job well done!
We appreciate their sharing their expertise to keep
our membership’s technical knowledge and skills
current. We also thank our members for supporting
the programs. If you have any ideas for programs
for next year or would like to participate on the
Professional Development committee in planning
these events, please let Jay McKenna know.
Page 3
Milwaukee Chapter FEI
New Members
The
Milwaukee Chapter is very pleased to
welcome the following new members:
Jeffrey Kenkel – Wells Fargo Bank, NA
David Worachek – Springfield Service Corp.
Keith Lantz – Michigan Tech. University
Please be sure to introduce yourself and extend a warm
Milwaukee welcome to our new members when you see them
at future monthly chapter meetings.
Summit - 2005
March 2005
Summit 2005 will immerse you in the many facets of
leadership and help prepare new challenges facing your
office.
A summary of some of the speakers:
William Archer, Senior Policy Advisor
PricewaterhouseCoopers and former
Chairman, House Ways & Means Committee
James H. Quigely, CEO, Deloitte & Touche, USA LLP
Jeff Henley, Chairman, Oracle Corporation
Edward E. Nusbaum, CEO and Executive Partner, Grant
Thornton, LLP
Jim Collins – Author - Motivational best-sellers
The 2005 FEI Summit is at the Hyatt Regency in
Chicago this year. This is a quality event close to
Milwaukee…
Brian Mulroney – 18th Prime Minister of Canada –
Senior Partner, Ogilvy Renault
Conference Highlights:
The role of today’s finance
executive has evolved from financials to policy, and the
CFO now stands next to the CEO. With responsibility for
business strategy as well as financial results, CFO and
senior financial executives on his/her team find
themselves in a new leadership role.
This is a first class summit and a great opportunity to
network with your peers. Registration materials are
available on the FEI website fei.org
Page 4