FEI Chicago Chapter Professional Development Sessions

Thursday, March 16, 2017

Deerfield Hyatt
1750 Lake Cook Road, Deerfield
FEI Chicago Chapter Members – Free
Guests and Non-members - $25

FEI Chicago Chapter Professional Development Sessions
“Financial Wellness & the Healthy Employee”
& “Impacts of Lease Accounting Changes”

“Financial Wellness & the Healthy Employee”
with Casey Tate Mahoney, Partner and Milwaukee Office Leader, Mercer
Many companies have approached financial wellness exclusively from an asset accumulation perspective–focusing on messages about saving and investment strategies to prepare for retirement, especially as more and more companies offer only defined contribution retirement programs. Financial wellness needs to be much broader than this. It needs to focus on all aspects of life from purchasing a home to paying taxes to healthcare expenses to student debts. With a multi-cultural, multi-generational workforce, it’s important to understand that putting together a comprehensive financial wellness program means meeting a wide range of individual needs.
Casey Tate Mahoney, Partner and Milwaukee Office Leader, manages Mercer's largest Midwest-based client relationships. She has consulted with a wide range of clients on broad-based benefits and compensation strategy, retirement and health care plan design, total reward strategies, HR effectiveness, talent management, employee communication and engagement, workforce planning, people analytics, people strategy development, investments, M&A, and financial wellness.

Casey earned a Master of Business Administration (MBA) degree from Marquette University, and a Bachelor of Science degree in communication from Boston University.
“Impacts of Lease Accounting Changes”
Joe Guage, Chief Financial Officer, First American Equipment Finance
The Financial Accounting Standards Board (FASB) has issued an Accounting Standards Update on lease accounting, intended to increase transparency in lease accounting by requiring organizations to report any long-term lease liability on the balance sheet. In this session, participants will learn the importance of the new two-lease model, financial reporting changes, impacts on covenants, and the timing and implementation of the new updates.
Joe Guage is the Chief Financial Officer at First American Equipment Finance. Joe has more than 20 years of experience in accounting, finance and various leadership roles. Prior to joining First American, Joe’s roles included serving as Chief Financial Officer of The Student Loan Corporation, VP of Student Loan Operations Strategy at Discover Financial Services and VP of M&A Finance for the Eastman Kodak Company.  Joe is a CPA with a bachelor’s degree in accounting from Saint Bonaventure University and a master’s degree in finance from the Rochester Institute of Technology.


Joe Guage

First American Equipment Finance

Casey Tate

Partner & Milwaukee Office Leader