Updates from Waukesha Meeting – 1/13/2016

Happy New Year. Our first Waukesha meeting of the year was well-attended with 22 professionals, including four first time attendees:

Arthur Lee, CPA – Founder, Alliance Tax & Accounting which, in additional to traditional full-service CPA work, also provides clients across the US with tax resolution consulting, business or personal, state or IRS.

Joe Piraino – Sales Director, Mueller QAAS which helps employers, providers, and brokers with consulting to keep healthcare options in compliance and affordable. See their upcoming event listed below.

Michelle Primus – Founder, Momentum Partners which provides consulting on talent engagement and also assists with legacy coaching in times of transition. Michelle was previously with Direct Supply for many years performing similar work.

Sherry Saiki – Vice President of Commercial Banking, Securant Bank & Trust which traces it’s beginning back 100 years in Milwaukee, it now has four locations in the Metro-Milwaukee area.

Discussion of a possible evening networking event occurred, though no firm plans are in place. Madison chapter is still in discussion as well. Group split into triads for future meetings.

Upcoming Events

Joe Piraino shared Mueller QAAS Event – Bluemound  Country Club, January 21, 2016 from 7:30-9:30 AM. See more here: Mueller QAAS Jan 21 Invite

Dan Jessup shared Catholic Professionals Forum – Moorland Country Club, January 21, 2016 from 7:30-9 AM. See more at: Catholic Professional Forum

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