Wisconsin Chapter Event: Collaboration in Action! Success Stories in the Midwest


The Wisconsin Chapter has expanded (regionally and virtually)!  Attend the Chapter in Milwaukee and Madison.

The EPI Wisconsin Chapter has expanded their capabilities to serve both communities.  Both locations will hold the same meeting, simultaneously via a live streaming service.  Please register using your preferred and most convenient location below:


Madison Location:

Honkamp Krueger & Co., P.C.

251 Progress Way, Suite 200 | Waunakee, WI | 53597

Madison Registration

Milwaukee Location:

Reinhart, Boerner, Van Deuren, S.C.

N16 W23250 Stone Ridge Drive, Suite One| Waukesha, WI |53188

Milwaukee Registration


Collaboration in Action! Success Stories in the Midwest

In 2017, the Twin Cities Chapter of EPI brought together several prominent professional associations to collaborate and host an Owners’ Readiness Survey and the Chapter’s inaugural Owners’ Forum. Twin Cities Chapter President and recipient of EPI’s Leader of the Year Award Julie Keyes will share the story of how she set the stage for this collaborative success as well as how she has built on the premise of cross-functional collaboration in her own practice.

Learning Objectives

  • Learn the approach used for connecting three competing professional organizations in support of a single goal
  • Identify lessons learned in building business owner engagement in the initiative
  • Understand ways to integrate the collaborative approach into your individual practice


Julie Keyes, CEPA President, Keyes Strategies LLC

Julie is the founder and President of Keyes Strategies, an advisory firm dedicated to value growth advising, exit planning, and executive coaching. Recognized as one of the top coaches in Minnesota, Julie brings her training and 30 years of hands-on experience as co-founder of three businesses. As a sought-after business adviser, speaker, and presenter, she never “tells” or lectures her clients or audiences, rather she engages them with thought-provoking and actionable ideas and content they can use and apply to their business


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Continuing Educationdivider

CEPAs receive 1 CE credit

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