Tag Archives: Waukesha

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 – … Continue reading

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Update from Waukesha Meeting – 1/11/17

Update from Brian Christian, Waukesha Chapter Leader: “We had 13 members and guests present at our meeting this morning, including two new members: • Greg Dugan, President of WESA, Inc. • Mike Phillips, President of B2B Dynamix, LLC We discussed … Continue reading

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Update from Waukesha Meeting – 11/9/16

12 attendees at our first post-election meeting!  Each member gave an update on key focus areas for their firm and any new developments in their industry. Our group discussion centered around plans for an evening social meeting on 12/7 at Thunder Bay … Continue reading

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Update from Waukesha Meeting – 10/12/2016

We had 12 attendees including new member: Joe Pieper, Senior Vice President at Westbury Bank. We’re happy to welcome Joe who steps into Glen Stadler’s “big shoes”, as Joe put it, in joining our group. Announcements: Clothing Drive for Milwaukee Rescue … Continue reading

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Update from Waukesha Meeting – 9/14/2016

We had 11 members attend the PNW Waukesha meeting and one person that could not make it that wanted to be included in the small group breakouts. No new members. Brian Christian of B2BCFO invited all members of the group to invite … Continue reading

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Updates from Waukesha Meeting – 08/10/2016

We had 13 members attend our latest chapter meeting in Waukesha, including our newest member, Eunice Johnson with Transworld Systems. Her firm specializes in cash flow management including being nationally licensed as a collection agency, which allow her to help … Continue reading

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Updates from Waukesha Meeting – 04/13/2016

We had 14 people attend (one new, 1st time attendee and one that attended for the first time in Milwaukee in March and came to Waukesha in April) Lynn Boelter of Waukesha State Bank was a first time attendee. Welcome Lynn. … Continue reading

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