March Luncheon Meeting – Thursday March 28, 2019

Welcome Members/Non-Members

Thursday, March 28
Lunch Meeting

TOPIC:  Ice Age Trail Joint Partnership—Funding and Operations

SPEAKERS: 

Amy Lord – Outreach & Education Manager, Ice Age Trail Alliance

Kevin Thusius – Director of Land Conservation, Ice Age Trail Alliance

REGISTRATION:  11:30 a.m. LUNCH: 11:45 a.m.

COST:  $6 for Members, $12 for Non-Members, CGFMs can attend for free!

PLACE: Vintage Brewing Co, 674 South Whitney Way, Madison, WI 53711

MENU:  Meals served with sides as noted and beverage (soda, coffee, and tea)

  •  Cheeseburger with fries
  •  Cup of Turkey Chili with a House Salad (please note dressing choice)
  •  Cup of Turkey Chili with 1/2 Turkey Panini sandwich
  •  House Salad with 1/2 Turkey Panini sandwich (please note dressing choice)
  • Cheese Flatbread

RESERVATIONS:  Register below or contact Sherri Voigt by 9:00 a.m. Monday, March 25, 2019 with your name, membership status, and meal choice at (608) 576-6473 or by email at sherri-aga@hotmail.com

 

This Month’s Luncheon Speakers – March 2019

Amy Lord
Outreach and Education Manager

As Outreach and Education Manager, Amy is responsible for promoting the Ice Age Trail and the Ice Age Trail Alliance to a wide audience by leading outreach programs, actively engaging new and existing volunteers and developing Trail-based educational opportunities.

Fun Facts:

  • Amy’s a farm kid from southwest Wisconsin who grew up raising and showing black Angus cattle; back-to-back Grand Champions at the Richland County Fair in 1994 & 1995 (yes, that is a long time ago).
  • She operates a vacation rental farmhouse in Richland County adjacent from her parent’s farm just outside of Gotham where families can get away and enjoy life in the country.
  • Her vacations revolve around fishing, hiking, and live music, like a memorable trip to Rocky Mountain National Park and Estes Park where besides hiking, she and her husband made sure to see Tom Petty and The Heartbreakers at Red Rocks in Denver.

Kevin Thusius
Director of Land Conservation

As Director of Land Conservation, Kevin manages the Land program by protecting lands for the Ice Age Trail, monitoring Ice Age Trail Alliance easements and managing lands owned by the Alliance.

Fun Facts:

  • First conservation job involved canoeing 100 miles of the Milwaukee River – a pretty cool gig!
  • Published author of 6 scientific papers in esteemed journals such as Behavioral Ecology, on topics like vocalizations in ruby-throated hummingbirds and breeding synchrony in the common yellowthroat.
  • Tends relationships with landowners, maintaining 127 valuable handshake agreements where the Trail crosses private land.

Luncheon Speaker – February 2019

Jeff Stanek has been the chief financial officer for the City of
Madison Water Utility since January 2019. His primary
responsibilities consist of the overall financial management for the
utility including oversight of financial reporting, rate-case proceedings
and compliance with accounting and regulatory standards. Prior to
the Water Utility, Jeff was a senior manager with the accounting and
advisory firm, Baker Tilly, for twelve years where he specialized in
providing financial audit and consulting services for public electric,
water and wastewater utilities throughout the United States. He is a
certified public accountant (CPA) and attained his BA in accounting
and finance from the University of Wisconsin – Eau Claire in
December 2006. In his personal time he enjoys biking, hiking, skiing,
golfing and various other outdoor activities.

January 2019 Luncheon Speaker

About This Month’s Speaker

EXPERIENCE

Bart is a Tax Senior Manager for BDO Wisconsin with more than twenty years of public accounting experience, serving both the Milwaukee and Madison offices.   In his role, Bart utilizes his knowledge serving clients in tax compliance and planning work for corporations, partnerships, not-for-profits and individual taxpayers. His client base is predominantly in  manufacturing, high tech and life sciences and have multistate and international
complexities.

In addition to traditional compliance work, Bart completes a number of functions including representation of taxpayers before the federal and state government agencies of taxation;  aiding companies during the initial start-up process; and working with State and local assessing agencies to help minimize personal property and real estate tax.

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants

Wisconsin Institute of Certified Public Accountants

EDUCATION

B.B.A., Accounting, University of Wisconsin-Madison

January 2019 Luncheon Meeting – Thursday, January 24, 2019

Welcome Members and Non-Members

Thursday, January 24, 2019
Lunch Meeting

TOPIC:  Annual Tax Update

SPEAKER:  Bart Halderson, Senior Manager, Tax, BDO

REGISTRATION:  11:30 a.m.

LUNCH:  11:45 a.m.

COST:  $6 for Members, $12 for Non-Members

PLACE:  Babe’s Restaurant, 5614 Schroeder Road, Madison, WI 53711  

MENU:  Meals served with house cut pub fries and include soda, coffee, or tea.

  • Cheeseburger with cheddar cheese
  • Caprese Chicken Sandwich – grilled chicken breast,
    tomato, fresh mozzarella, pesto mayo, balsamic
    reduction, toasted ciabatta
  • Club Sandwich – three layers of whole wheat toast
    with ham, turkey, bacon, lettuce, tomato, and mayo

RESERVATIONS:  Register below or contact Sherri Voigt by 9 a.m. on Tuesday, January 22, 2019 with your name, membership status, meal choice (and for carpooling information) at (608) 266-2814 or e-mail.

NEW MEMBERS FIRST LUNCHEON MEETING IS FREE!

November 2018 Luncheon – Thursday, November 1, 2018

Welcome Members and Non-Members

Thursday, November 1, 2018
Lunch Meeting

TOPIC: Collecting Sales Tax from Online Retailers

SPEAKER: Cory Fish, Director of Tax, Transportation and Legal Affairs,
WI Manufacturers and Commerce

REGISTRATION:  11:30 a.m. LUNCH: 11:45 a.m.

COST:  $6 for Members, $12 for Non-Members

PLACE:   Location Change: UW System Administration, 780 Regent Street, Room 126.

MENU:  Lunch will be ordered from Panera.

  • Frontega Chicken Panini (warm) Focaccia bread, smoked pulled chicken, fresh mozzarella, basil, red onions, sliced tomatoes, chipotle mayo
  • Bacon Turkey Bravo Sandwich (cold) Tomato basil bread, bacon, turkey, gouda cheese, greens, sliced tomatoes, signature sauce
  •  Steak & Arugula Sandwich (cold)  Steak, pickled onions, arugula, sliced tomatoes, garlic & herb cheese spread, mustard horseradish
  • Four Cheese Grilled Cheese Country rustic bread with grilled cheese blend of cheeses. Can add sliced tomatoes, red onion, mayo, and/or spinach.
  • Please select one sandwich from the items above. If you want something added/deleted, please include that information in your reply. We will have French fries, chips, and soda to go with the meal. I would like to place the order Wednesday evening, so please reply with your new meal choice before 5 p.m. on Wednesday, October 31.

    If you know of anyone who would still like to add, please send that information with your lunch order.

RESERVATIONS:  Register below or contact Sherri Voigt by 1 p.m. on Friday, October 26, 2018 with your name, membership status, meal choice (and for carpooling information) at (608) 266-2814 or e-mail.

NEW MEMBERS FIRST LUNCHEON MEETING IS FREE!

November 2018 Luncheon Speaker

About this Month’s Speaker

Mr. Cory Fish serves as Wisconsin Manufacturers and Commerce’s (WMC) Director of Tax, Transportation and Legal Affairs.

Prior to joining WMC, Mr. Fish worked for the State of Wisconsin.

Most recently he worked for State Senator Alberta Darling, Co-Chair of the powerful Joint Committee on Finance, serving as her Legal Counsel.

He also advised Sen. Darling on budget and policy issues ranging from higher education and regulatory reform to natural resources and transportation.

Mr. Fish works with the legislature and state agencies to improve Wisconsin’s business climate by advocating for sensible tax policies, strong infrastructure, and a fair civil justice system.

Mr. Fish earned a B.A. from UW-Eau Claire, Summa Cum Laude, and a J.D. from the University of Wisconsin Law School, where he graduated Cum Laude. He is a licensed attorney in Wisconsin.

February 2018 Luncheon – Thursday, February 22, 2018

Welcome Members and Non-Members

Thursday, February 22
Lunch Meeting

TOPIC: A Brief History of the Capitol; Restoration, Rehabilitation, and Preservation

SPEAKER:  Mr. Daniel Stephans

REGISTRATION:  11:30 a.m. LUNCH: 11:45 a.m.

COST:  $6 for Members, $12 for Non-Members

PLACE:  Rigby Pub and Grill, 119 East Main Street, Madison, WI 53703

MENU:

  • Rigby Burger – Aged Wisconsin cheddar cheese, onion rings, lettuce, and tomato on a brioche bun with house cut pub fries
  • California Grilled Chicken – Grilled chicken, chipotle mayo, avocado, pepper jack cheese, pickled red onion, and arugula with house cut pub fries
  • Mac n Cheese – RP pasta, aged Wisconsin cheddar sauce, tomato, red onion

RESERVATIONS:  Register below or contact Sherri Voigt by 1 p.m. on Monday, February 19, 2018 with your name, membership status, meal choice (and for carpooling information) at (608) 266-2814 or e-mail.

NEW MEMBERS FIRST LUNCHEON MEETING IS FREE!

 

Member Benefit – Members can bring their supervisor to one lunch meeting a year for free!!  This is our thank you to them for supporting member activity and training.