Milwaukee Sustainability Roundtable‘s 3rd Quarter Meeting
Date: Thursday, August 21st, 7am-Noon– working breakfast meeting
Location: Hosted by a MSR Member Company. Location available only to members and invited guests (Milwaukee Metro Area)
Focus: Sustainability and the CFO: Speaking the Language of Finance
Conversation Starter: Bill McGinnis, CFA (Chartered Financial Analyst), has a career that spans 30+ years of strategic planning, profitability enhancement, investment analysis, portfolio management, and investment banking. He has worked with the Chairmen, CEOs, and CFOs of hundreds of companies nationwide. He knows how project funding decisions are made. He understands the challenges that non-financial people face when presenting internal project financing proposals. Bill was an executive for investment and consulting firms including Robert W. Baird until he started his first company in 1997. He is on the Board of the CFA Society of Milwaukee and just completed a year as President. Bill is on the exam author team for the Series 63, 65, and 66 U.S. securities licenses and is an Ethics and Professional Conduct instructor for UW – Milwaukee. www.WMcGinnisAdvisors.com
Current confirmed registration, as of 8/06: CNH Industrial, Joy Global, Rockwell Automation, InPro Corporation, ManpowerGroup , WMEP, Kohl’s Department Stores, Generac.
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