Update from Waukesha Meeting – 4/12/17

We had 15 attendees including five new members:

Rick Kalscheur, R&R Insurance

Christopher Brock, Robert W. Baird & Co.

John Francis, Heartland Payment Systems

Brandon Citron, Morgan Stanley

Daniel Hansen, Waukesha State Bank

Upcoming Events

April 19th, 2017, PNW – Milwaukee Chapter Meeting

Milwaukee Brewing Company Tour, 5 to 6:30  PM

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Update from Milwaukee Meeting – 3/15/17

We had 11 attendees including new attendee James Bannantine with Geosyntec Consultants. Thank you to Marie Venne for extending the invitation.

Our presentation by Marie Venne of Environmental Resources Management was an overview of the Keystone XL pipeline from an environmental impact perspective. She had developed the presentation recently as her Master’s thesis and it provided an interesting overview of much of the oil industry which is not commonly understood. Given the recent focus on the project in the news, the presentation was timely and very informative. The presentation can now be found under our Past Presentations page.

Our upcoming meeting on April 19th will be held at Milwaukee Brewing Company at 5 PM. The tour and conversation is being sponsored and coordinated by Cate Heerey of Rose deJong law firm. Please join us for an update by one of the more exciting and successful breweries in Milwaukee.

Our May meeting will return to our normal schedule and will feature a presentation by Tim Stewart of DeWitt Ross Stevens on ESOP opportunities.

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Update from Appleton Meeting – 3/28/17

From Steve Krueger of Chortek, Appleton Chapter Lead:

“Great day for a PNW meeting with the sun finally coming out and meeting new PNW attendees to increase opportunities for all.

We welcomed Keith Scott from Huntington Bank (via acquisition of First Merit) and Andy Poquette from American National Bank as first time PNW attendees.

Twelve attendees at today’s meeting and Ann Thielman noted she was the only female represented in the group today. Our email list is at 83 names with 29 of those having attended 5 or more meetings of PNW and 16 attending 10 or more meetings.

Jim O’Neill from TopLine Results was our presenter discussing CRM. TopLine represents Act!, Dynamics CRM (now 365) and SalesForce.com with offices in Pewaukee, Appleton, Chicago and St. Louis. (Ed. His presentation can be accessed under our Past presentations page)

What is CRM used for?
Business Process Flows
Opportunity/Pipeline Management
Customer Service/Customer Cases
Marketing and marketing effectiveness tracking
Quote to Order Process
ERP Integration
Mobile

Our question of the month was what CRM system do you/your company use?
None – 2
SalesForce.com – 2
Sage CRM
SalesPro
RedTail
E-Edge
HubSpot
Custom Developed

Upcoming Presentations:

April 25 – Don Herrmann – Herrmann Advantage Consulting
May 23 – Zach Kaiser – tentative on CyberSecurity
June 27 – open
July 25 – open

Please contact me if you would like to present more about you and your company at a future Appleton PNW meeting.

Upcoming Events:

B.A.B.E.S. (child abuse prevention program in Appleton) Lip Sync Challenge – April 28th at Fox Cities Performing Arts Center 5:00 to 9:30pm http://www.babeshelp.org/events.php
Fox Cities Chamber Awards/Expo – May 3 – Radisson Paper Valley 11:30am to 1:30pm http://business.foxcitieschamber.com/events/details/2017-business-awards-luncheon-5357
Green Bay Chamber Business Expo – May 4 – KI Convention Center 11:00am to 5:00pm http://www.greatergbc.org/events/business-showcase
Thinc! Innovation – May 11 – UW Fox Valley 3:00 – 6:00pm https://insightonbusiness.com/events/thinc-2/

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Update from Green Bay Meeting – 3/14/17

From Don Noskowiak of B2B CFO, lead for Green Bay Chapter

“Thanks to all who made the meeting, which included several first time attendees. Tony Hoslet, Sandler Training; Tyler Hoffman, Zymo Interactive and Zach Kaiser, McClone Agency (regular Appleton attendee). As I mentioned, peer B2B professionals are always welcome to attend a meeting and connect with our great group of business advisors! Invite someone today!

Thanks to Matt Sullivan from Express Employment Professionals for his presentation…Matt and his wife Kim own the local franchise professional employment service agency. Express Employment Professionals focuses their business in primarily 2 key employment area…Recruiting and Staffing. The former emphasizes finding the right fit for a specific role in a company and the latter focuses on filling an employer staff need with the intent on making a hire. While recruiting and staffing is the end result of their service, Matt’s firm provides a strategic outsourced solution, who know how to make the right connections in an employment market that is ineffective and impersonal, while easing the cost and pain of staffing. Thanks for your insights and recommendations Matt!

Upcoming Events:

March 22 – Running Your Business – Numbers Simplified, presented by Don Hermann, Hermann Advantage Consulting, 7:30 am at American National Bank, Appleton, WI. Fee: $75 – $125 For small business of fewer than 50 EE’s and less than $3.0m in revenues (third of a 3 part series)

March 21 – N-Development, Oshkosh Convention Center

March 30 – MBBI Green Bay Social; 4:30 – 7 pm, Hagemeister, Green Bay

April 6 – Legacy of Leadership (Leadership Green Bay fundraiser and networking) 5 – 8pm

April 12 – Refresh Leadership Simulcast – SNC Bemis Center, featuring speakers Patrick Lencioni, Jimmy Johnson and Robyn Benincasa; 8:45am – 12:30 pm, cost $25 after promo code through Express Employment – contact Matt Sullivan for more info.

May 4 – Greater Green Bay Business Showcase, KI Convention Center, 11 am – 5 pm

Fall, 2017 – Technology Hub Conference…soliciting speakers for the conference. Contact Carrie Drephal, JCD Promotions for more information or visit http://www.techhubwi.com

Upcoming presentations:

April, 2017 – Carrie Drephal, JCD Promotions
May, 2017 – Tony Hoslet, Sandler Training
June, 2017 – PNW after hours – Social event at Fox Harbor…more to come
July, 2017 – open

Future slots are open. Please contact me to be added to a future meeting to share your story with our group.

I will not be able to attend the April meeting…Debby Hanson from Chrotek will take the lead in my absence.”

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Update from Appleton Meeting – 2/28/17

From Steve Krueger, Appleton Chapter Lead:

“Thank you Carrie Drephal for facilitating the February meeting.

Nine attendees with three first time visitors (thank you Susen, Sarah and Don for referring these individuals to PNW)
1. Michael Harper, Claritas IT, LLC (invited by Susen Trail)
2. Kevin Rust, Evolution Wealth Management, Inc.(invited by Sarah Robinson)
3. Mount Eddy, Flex Tech Group (Owner John was invited by Don Herrmann, Mount attended in his place)
Also, Keith Scott from Huntington Bank has expressed interest in attending PNW – referral from Vic Ronk – from Huntington Bank.
Carrie Drephal with JCD Promotions was our presenter and facilitator.

Question of the Month was who are your top referral sources?
Vendor referrals, trade organizations, clients, cold calling, client and internal team members, PNW, lenders, LinkedIn, website, area businesses, referral relationships already established, cold calling and owner connections were some of the attendee replies.

Note below that we have openings in April, May and June for presenters.

Future meetings/presenters: (fourth Tuesday of the month 7:30 am to 9:00am at Menn Law)

March 28 – Jim O’Neill – TopLine Results
April 25 – open
May 23 – open
June 27 – open

Please contact me if you would like to present more about you and your company at a future Appleton PNW meeting.

Events:
1. Managing Your Business by the Numbers – Simplified
March 8th, 15th & 22nd, 7:30 – 9 am at American National Bank, (2200 N Richmond St)
Hosted by Fox Cities Chamber, American National Bank and Herrmann Advantage Consulting, LLC
Price: $75 for Fox Cities Chamber members; $100 for other Chamber members; $125 for general public
foxcitieschamber.com
2. Servant Leaders of Wisconsin Meeting
March 2nd, 3-5 pm at The Marq
Price: Free to attend, donations appreciated
3. 2017 Network Neenah
March 7th, 5-7 pm at Ridgeway Country Club
Sponsored by Stellar Blue Technologies & Future Neenah
http://www.neenah.org/events/business-exchange/
4. Thrive After 5 – 10 Year Anniversary Celebration
March 6th, 5-7 pm at Fratello’s Riverfront Restaurant
Networking, cash bar and appetizers
5. InDevelopment Conference
March 21st, 2-7 pm at Oshkosh Convention Center
Price: $35
https://insightonbusiness.com/events/indevelopment/
6. Converters Expo 2017
March 22nd, 6-7:30 pm at Green Bay Packers Hall of Fame (Welcome Reception)
March 23rd, 9:30 am – 3:30 pm at Lambeau Field Atrium (Expo)
Converters Expo unites converters of paper, film, plastics and nonwovens with industry buyers, specialists and suppliers.
Price: Advance Registration by March 13, 2017 – $65
Late Registration and Onsite: $100
http://www.convertersexpo.com/
7. Clear Mission Networking – Christian Based Networking Group
March 7, Noon – 1 pm at Julie’s Cafe, De Pere
March 9, 8-9 am at Cafe Nutrition, Neenah

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Update from Green Bay Meeting – 2/14/17

From Don Noskowiak, Green Bay Chapter Lead:

“Thanks to our 10 attendees. No new faces this time but I was referred a possible new comer by Matt Sullivan…thanks Matt! Please invite peer B2B professionals to attend a meeting that would have an interest in connecting with our great group of business advisors!

Thanks to Debby Hanson from Chortek for providing greater insights into her business. Chortek is an accounting firm with a Technology Consulting division with several locations in WI and Atlanta, GA. Debby and Steve Krueger, PNW Appleton leader represent the Technology group. The group focuses on finding the right technology solution for their business clients, offering a full suite of Sage ERP products, providing systems analysis and assessment up front to installation and implementation and training after the install. Products in hot demand include CRM, Web and EDI applications, with emphasis on mobile access. They serve primarily manufacturing and distribution industries with sales to $50m and up to 25 users. Thanks Debby for your enlightening presentation!

Upcoming Events:

Tuesday, February 21 – WBD presents an SBA lending update and session; 8 – 11:30 am at Old 41 at Vandervest Harley Davidson, corner of Velp Ave and Hwy 41. Contact Jeff Sheffler for more information

March 8, 15 and 22 – Running Your Business – Numbers Simplified, presented by Don Hermann, Hermann Advantage Consulting, 7:30 am at American National Bank, Appleton, WI. Fee: $75 – $125 For small business of fewer than 50 EE’s and less than $3.0m in revenues

March 30 – MBBI Green Bay Social; 4:30 – 7 pm, stay tuned for location

Fall, 2017 – Technology Hub Conference…soliciting speakers for the conference. Contact Carrie Drephal, JCD Promotions for more information

Upcoming presentations:

March, 2017 – Matt Sullivan, Express Employment Professionals
April, 2017 – Carrie Drephal, JCD Promotions
May, 2017 – open
June, 2017 – PNW after hours – Social event at Fox Harbor…more to come

Future slots are open. Please contact me to be added to a future meeting to share your story with our group.”

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Update from Milwaukee Meeting – 2/15/17

At our most recent Milwaukee chapter meeting we had 14 members attend, including new attendee Richard Janezic of Ascenceo Revenue Services.

The presentation by Chris Larsen of Cleary Gull Inc., focused on the current state of the merger and acquisition market including a discussion of the national market as well as color on the local market as well. Check out the complete presentation on our Presentations tab.

Future Presentations

March 15th – Marie Venne, Endpoint Solutions on XL Pipeline: Myths and Facts

April Meeting – Milwaukee Brewing Company Tour, details forthcoming

May 17th – Tim Stewart, DeWitt Ross & Stevens, ESOP Options for Succession Planning

June 21st – Open, contact Jason Scoby if interested

 

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