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Programs & Events

Upcoming Meetings - Mark your Calendar!

2016 Programs:

  • 9/14/16
    • Topic: Retirement planning/benefits and the new fiduciary rule(s)
    • Presenter(s): Noah Hinrichs and Matthew VanEgeren
  • 10/ 12/16
    • Topic: "An Investigative Resource for H.R. Professionals"
    • Presenter(s): Julie Russell
  • 11/09/16
    • Topic: Legislative Update (including Wage and Hour changes)
    • Presenter(s): Tony Renning and Chad Wade
  • 12/14/16 - TBD 
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"Retirement Planning for the HR Professional"
Wednesday, September 14, 2016
Location: UW Oshkosh Alumni Welcome and Conference Center

7:30 a.m. – 8:00 a.m. Registration / Networking – Breakfast Included
8:00 a.m. Announcements
8:00 a.m. – 9:30 a.m. Program (with question and answer segment)

Pending approval for 1.5 general credits toward PHR/SPHR Recertification from the Human Resource Certification Institute

SHRM PDC(s): 1.5 (pending)  Oshkosh Area SHRM is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP or SHRM-SCP.

Presentation Description:

K. Noah Hinrichs, FIC, Financial Associate, Thrivent Financial and Matt Van Egeren, Regional Vice President, John Hancock will present on the following topics, leaving time at the end of their presentation for a question and answer segment.

  • How to save time in the 401(k) – TPA signing authority, notice fulfillment, alternative enrollments, etc.

  • Benchmarking retirement plans – why you should and how to do it

  • Industry changes – what you should be aware of

Speaker(s):

K. Noah Hinrichs, FIC, Financial Associate, Thrivent Financial

Accomplishments and Qualifications:

  • Over 11 years in the Financial Services Industry

  • FINRA Series 7, 63, 65

  • Life, Health, and Annuity Licenses in WI, FL, and MO

  • Million Dollar Round Table (MDRT) Qualifier

  • Twice Overall Regional Production Leader

  • Over 45M Assets under management

Education:

  • Bachelor of Science in Marketing from UW La Crosse, 2004

  • Arizona School of Real Estate and Business, Real Estate license 2004

  • The American College, Certified Financial Planner (CFP) Curriculum completion 2014

  • Fraternal Insurance Counselor (FIC) 2005

Community Involvement:

  • Past Finance Committee member: Boys & Girls Club of Oshkosh

  • Past Treasurer: Boys & Girls Club Tri-County Berlin, WI

  • Habitat for Humanity Oshkosh volunteer

  • Experimental Aircraft Association Oshkosh volunteer

About Noah:

  • Married with 2 children

  • Attends Good Shepherd Lutheran Church in Oshkosh, WI

  • Private pilot who enjoys flying in his free time

Matt Van Egeren, Regional Vice President, John Hancock

Based in Green Bay, Wisconsin, Matt Van Egeren, Regional Vice President, is responsible for sales and relationship development with financial representatives and plan consultants in eastern and central Wisconsin and Upstate Michigan.  

John Hancock Retirement Plan Services is a major retirement plan provider serving businesses of all sizes, from entrepreneurial companies just starting a plan for the first time to some of the largest organizations in the country that require total retirement outsourcing services.  

Matt has acquired more than a dozen years’ experience in the financial services industry.  He served as a Retirement Plan Sales Associate in Chicago, Illinois for two years before being promoted to Emerging Markets Regional Vice President in 2006.  

Matt was promoted to Regional Vice President in 2008.  He has finished in the Top Ten in sales multiple years.  

Prior to joining John Hancock, Matt was with Strong Financial from 2003 to 2005 where he last served as Client Relationship Consultant.  

Matt earned an MS in Economics from the University of Wisconsin.  He holds the Chartered Retirement Plan Specialist (CRPS) designation through the College for Financial Planning

Cost: $20.00 Members / $30.00 Non Members / Free to Student Members / $5 Student Non Members

RSVP: https://www.eventbrite.com/e/retirement-planning-for-the-hr-professional-tickets-26845158592


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"An Investigative Resource for HR Professionals"
Wednesday, October 12, 2016
Location: UW Oshkosh Alumni Welcome and Conference Center

7:30 a.m. – 8:00 a.m. Registration / Networking – Breakfast Included
8:00 a.m. Announcements
8:00 a.m. – 9:30 a.m. Program

Pending approval for 1.5 general credits toward PHR/SPHR Recertification from the Human Resource Certification Institute

SHRM PDC(s): 1.5 (pending)  Oshkosh Area SHRM is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP or SHRM-SCP.

Presentation Description:

This program will address how to vet a reputable P.I. company, expectation of fees, and services offered.  Details will be provided related to Fraud/Internal Theft, Background Investigations, Workplace Violence Threat Assessments, and how surveillance is used to augment internal investigations.  Particular focus will be on mitigating risk in various scenarios.  Attendees will have an opportunity to pose specific scenarios and get feedback from Investigator Russell, who has over 24 years of law enforcement, investigative, and corporate security-related experience.

Speaker(s):

Julie Russell is the founder of DIVERSIFIED investigations, llc and the V.P. of Operations, actively working cases as a private investigator.

Julie retired from the City of Appleton Police Department where she served the citizens of Appleton for nearly 12 years.  In the last eight years with Appleton, she served as a Drug Investigator with the Lake Winnebago-Area Metropolitan Enforcement Group/Drug Unit, as well as a White Collar Crimes Investigator.  Julie, a Senior Sergeant, spearheaded hundreds of investigations related to white-collar crimes, and specialized in the investigation of identity theft and crimes over the Internet.  Julie was nominated for Officer of the Year in 1997 and 1998, and received the Distinguished Service Award on May 14, 1997 for “Outstanding Performance of Drug Enforcement Duties and the Relentless Pursuit of Criminals in the Fox Valley.”

Beyond policing, Julie has worked in the private investigations/security sector for 14 years.  Julie specializes in Workplace Violence Threat Assessments, Worker’s Compensation Fraud, FMLA Abuse, Internal Theft, Corporate Compliance, and General Investigations requiring her exceptional interviewing skills.

Julie donates her time as an adjunct instructor and subject matter expert for the National White Collar Crime Center (NW3C, http://www.nw3c.org/) and with them has instructed the Financial Records Examination and Analysis (FREA) class.

Julie has lectured extensively to local groups on the following topics:

  • ABC’s of Backgrounds

  • BSA and Money Laundering

  • Detecting Fraud

  • Deterring Fraud

  • Identity Theft

  • Internal Fraud: It Can Happen to You

  • Interviewing Skills

  • Investigative Issues for the Paralegal

  • Security Risk Assessment Guidelines

  • Practical Approaches to the Use of Outside Investigators in the Private Sector

  • Practical Approaches for the Use of Private Investigators

  • The Business of Private Investigations

  • Why Employees Steal

When Julie is able to find “spare time,” she enjoys golfing, traveling, and gardening.

Cost: $20.00 Members / $30.00 Non Members / Free to Student Members / $5 Student Non Members

RSVP: https://www.eventbrite.com/e/an-investigative-resource-for-the-hr-professional-tickets-26845321078

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