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Paul E. Purcell Chairman, President & Chief Executive Office Robert W. Baird & Co. Paul E. Purcell is Chairman, President & Chief Executive Officer of Robert W. Baird & Co., Inc. an international wealth management, capital markets, asset management and private equity firm that was founded in 1919 on the principles that clients’ interests come first and integrity is irreplaceable. Today, these attributes are ingrained in the way Baird does business, offering clear direction in meeting the challenges of an ever-changing world. In 2010, Baird was named one of Fortune® magazine’s “100 Best Companies to Work For” for the seventh consecutive year, a recognition that affirms the great results the firm’s strong culture and traditional values produce for clients and associates. Purcell is a graduate of the University of Notre Dame (1969) and received an MBA from the University of Chicago Graduate School of Business (1971). He serves on the Alverno College Board of Trustees, the University of Chicago Booth School of Business Advisory Council, the University of Notre Dame Mendoza School of Business Advisory Council, the Dean’s Advisory Board at the Wisconsin School of Business, the University of Wisconsin – Milwaukee’s Lubar School of Business’ Advisory Council, the Board of Directors of RC2 Corporation and the Greater Milwaukee Committee Board and Executive Committee. KEYNOTE SPEAKER Better Business Bureau of Wisconsin Foundation, Inc. • www.wisconsin.bbb.org/torch 10101 W. Greenfield Avenue, Suite 125 • Milwaukee, WI 53214 Contact Carole Milos at 414-847-6064 or email [email protected] $450 Corporate Table Sponsorship** (Seats 8) $85 Individual for the Summit (Includes lunch) $50 Individual for either the Summit or Lunch **Corporate Table Sponsors receive name or logo recognition at their table, in the program and in the Fall 2010 BBB Accredited Business newsletter, (2) Pfister parking passes and (8) passes to attend the morning Summit. ® Details Where: Pfister Grand Ballroom 424 E. Wisconsin Avenue Milwaukee, WI 53202 When: Wednesday October 13, 2010 *SUMMIT 8:30 am to 11:30 am LUNCHEON 12:00 pm to 1:30 pm Parking: $5 Pfister event parking *Summit details can be found on page 2. RSVP Program Sponsors Media Partner Presenting Sponsor Special thanks to Performance Motives, Inc. for its video presentation and to Burton & Mayer, Inc. for its printing services

KEYNOTE SPEAKER Details Paul E. Purcell Chairman ... bbb torch award… · magazine’s “100 Best Companies to Work For” for the seventh consecutive year, a recognition that affirms

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Page 1: KEYNOTE SPEAKER Details Paul E. Purcell Chairman ... bbb torch award… · magazine’s “100 Best Companies to Work For” for the seventh consecutive year, a recognition that affirms

Paul E. PurcellChairman, President & Chief Executive Office Robert W. Baird & Co.

Paul E. Purcell is Chairman, President & Chief Executive Officer of Robert W. Baird & Co., Inc. an international wealth management, capital markets, asset management and private equity firm that was founded in 1919 on the principles that clients’ interests come first and integrity is irreplaceable. Today, these attributes are ingrained in the way Baird does business, offering clear direction in meeting the challenges of an ever-changing world. In 2010, Baird was named one of Fortune® magazine’s “100 Best Companies to Work For” for the seventh consecutive year, a recognition that affirms the great results the firm’s strong culture and traditional values produce for clients and associates.

Purcell is a graduate of the University of Notre Dame (1969) and received an MBA from the University of Chicago Graduate School of Business (1971). He serves on the Alverno College Board of Trustees, the University of Chicago Booth School of Business Advisory Council, the University of Notre Dame Mendoza School of Business Advisory Council, the Dean’s Advisory Board at the Wisconsin School of Business, the University of Wisconsin – Milwaukee’s Lubar School of Business’ Advisory Council, the Board of Directors of RC2 Corporation and the Greater Milwaukee Committee Board and Executive Committee.

KEYNOTE SPEAKER

Better Business Bureau of Wisconsin Foundation, Inc. • www.wisconsin.bbb.org/torch10101 W. Greenfield Avenue, Suite 125 • Milwaukee, WI 53214

Contact Carole Milos at 414-847-6064 or email [email protected]

$450 Corporate Table Sponsorship** (Seats 8) $85 Individual for the Summit (Includes lunch) $50 Individual for either the Summit or Lunch

**Corporate Table Sponsors receive name or logo recognition at their table, in the program and in the Fall 2010 BBB Accredited Business newsletter, (2) Pfister parking passes and (8) passes to attend the morning Summit.

®

Details

Where: Pfister Grand Ballroom 424 E. Wisconsin Avenue Milwaukee, WI 53202

When: Wednesday October 13, 2010 *SUMMIT 8:30 am to 11:30 am LUNCHEON 12:00 pm to 1:30 pm

Parking: $5 Pfister event parking

*Summit details can be found on page 2.

RSVP

Program Sponsors

Media PartnerPresenting Sponsor

Special thanks to Performance Motives, Inc. for its video presentation and to Burton & Mayer, Inc. for its printing services

Page 2: KEYNOTE SPEAKER Details Paul E. Purcell Chairman ... bbb torch award… · magazine’s “100 Best Companies to Work For” for the seventh consecutive year, a recognition that affirms

Better Business Bureau of Wisconsin Foundation, Inc. • www.wisconsin.bbb.org/torch10101 W. Greenfield Avenue, Suite 125 • Milwaukee, WI 53214

Defining Corporate & Social ResponsibilityA socially responsible organization supports actions that lead to reforming business values & ethics. John Fons, moderator and panelist, invites you to bring questions to this interactive discussion.

WORKSHOP I - Building an Ethical Organization

8:30 am to 9:20 am

WORKSHOP I - Servant Leadership The Impact on Your Company

9:30 am to 10:20 am

Review the formal aspects of building an ethical organization. Key aspects include information on ethics training and best practices.Presented by K. Praveen Parboteeah, a professor of International Management at the University of Wisconsin - Whitewater.

Learn to foster natural leaders who learn to “Serve First” rather than “Lead First”. Presented by Richard Kyte, director of the D.B. Reinhart Institute for Ethics in Leadership and professor of Philosophy at Viterbo University in LaCrosse, Wisconsin.

Review the best fraud prevention strategies and procedures: creating a fraud policy, improving hiring proceedures, monitoring cash & expenditures, and mandating vacations, etc. Presented by John Fons, managing director of Corporate Counsel - On Demand. John is also an adjunct faculty member at Marquette University.

Jill Morin Executive Officer

Kahler Slater

Daniel SchroederPresident

Organization Development Consultants

K. Praveen ParboteeahProfessor - Int’l Management

University of Wisconsin - Whitewater

Richard KyteDirector

D.B. Reinhart Institute for Ethics in Leadership

Michael D. TroyerPresident

Strategic Management Associates

John FonsManaging Director

Corporate Counsel - On Demand

WORKSHOP II - Making it RealCreating Authenticity in Your Organization

Why are some organization's employees engaged and some are not and what can we do about it? It's all about values. We all work better when our values match up and we have a fit within the team and the organization.

Presented by Michael D. Troyer, president of Strategic Management Associates and former associate professor of Business at University of Wisconsin - Green Bay.

This presentation will help participants discover their own organization’s vision/mission and how to make that vision manifest in authentic experiences that touch all of their stakeholders.Presented by Jill J. Morin, author and executive officer of Kahler Slater, an interdisciplinary design and consulting enterprise.

WORKSHOP II - Fraud Hits HomeFraud Prevention Strategies

WORKSHOP III - Bees, Ants, Lions and Even Geese Do It! Engage members of your organization. (Begins at 8:30 am & 9:30 am)

PANEL DISCUSSION 10:30 am - 11:30 am