An annual report and save-the-date postcards are spring projects I enjoy doing for my client Forward Mutual Insurance Company. This year is special. Forward’s president and CEO is retiring after 33 years of defining leadership and the company is honoring him with great hoopla. Normally, Forward does a news release after the meeting, however this year […]
annual report
Keeping My Clients in the News
Every March Forward Mutual Insurance Company hosts its policyholders’ meeting at the Ixonia Fireman’s Hall. Yes, the company presents its annual report, but probably even more important to this faithful crowd of mutual supporters are the door prizes, tasty luncheon and gathering together with longtime friends. It’s so very Wisconsin; I love writing such news! […]
It’s Time for Annual Reports
As sure as tax time rolls around each year, so do company meetings and annual reports. This year, Forward Mutual and I got a head start because we both planned to be out of the office during portions of March. Project started: February 17. Finished product in hand: March 15. Annual meeting: March 26. Planning […]
Celebrating History, Moving Forward with Change
Last month Forward Mutual Insurance Company held its first annual policyholders’ meeting. It was history in the making, even though the people present have long been gathering for annual meetings. This is because Forward Mutual is the merging of two longtime companies with very interesting histories. As Forward’s staff and I worked together on their […]