Legal and Financial Insights

for Nonprofit Leaders

CharityEZ Think Tank


NONPROFIT LEADERS - You are invited to join us in Green Bay, WI for a FREE dynamic Think Tank designed to guide nonprofit leaders through key legal and financial insights to help you magnify the impact of your mission.


This is our first Think Tank in Green Bay, created in direct response to requests from nonprofit leaders like you!


We’re bringing together top legal, accounting, and fundraising professionals to share practical insights, real-world strategies, and actionable tools you can put to work immediately.


Come for the insights, stay for the community, and leave feeling inspired, informed, and equipped.


We hope you’ll join us in Green Bay for this powerful conversation.


Wednesday, Sept. 16th, 2026

from 9:30 am - 12:00 pm


Legacy First LLC

304 N. Adams Street, Suite 1

Green Bay, WI

 


9:30 Arrival, Check-in and Networking

continental breakfast will be available


10:00 Opening Remarks


10:10 Legal 101 for Nonprofits - Jeff Billings


10:50 How to Get More than a Free Toaster from your Bank

- Wes Ricchio & Julian LaMue


11:10 Finding the Right Donors for Your Mission - Julie Luther


11:30 After the Gift: Financial Stewardship & Compliance

- Kimberly LaPoint


12:00 Closing




Attendance is FREE, but advance registration is required. We invite you to reserve your spot TODAY.


Know other nonprofit leaders who could benefit from this gathering? Please pass this invitation along, we’d love to welcome them, too!


 

Advance Registration Required

Please RSVP by Sept. 7, 2026

We look forward to welcoming you!

 

Meet Our Speakers

Jeff Billings is a shareholder and chair of Godfrey & Kahn’s Estates & Trusts practice, 

practicing in the firm’s Milwaukee and Appleton offices. He regularly works with families, business owners, executives, doctors, and other professionals to grow, 

manage and protect wealth.


Jeff provides clients with comprehensive planning 

solutions covering a range of services, including core estate planning, business 

succession planning, complex gifting strategies, inter-generational wealth planning, 

estate and trust administration, charitable giving, and asset protection planning. He 

strives to provide clients with strategic legal advice and smart, practical solutions to 

real world problems.


Jeff regularly advises trustees and high-net worth families on the most favorable states to administer trusts and the impacts of state income taxation on inter-generational trust wealth. He has significant experience counseling clients on the creation and ongoing management of public/private trust companies and family 

offices, and works closely with families who wish to establish, run and manage sizable 

private foundations designed to create a family legacy and have a significant impact 

in the community. 


Jeff graduated from Lawrence University summa cum laude with a focus in philosophy 

and economics. He graduated from the University of Michigan Law School cum laude 

where he enjoyed teaching undergraduate courses in the University of Michigan’s 

Philosophy Department. Jeff is actively involved as legal counsel and assistant 

secretary of the HAMP Foundation, Inc., a private foundation scholarship program for Milwaukee County high school students. He writes articles for and serves on the 

planned giving advisory council for the Medical College of Wisconsin, and enjoys 

serving on the Board of Directors of the Friends of Boerner Botanical Garden.

Kim LaPoint, CPA and Accounting Supervisor of Cascade CPA.


Kim brings experience in both public accounting and the nonprofit sector, offering a well-rounded perspective and a strong foundation in financial stewardship. She currently serves as Board Treasurer for Dare to Dream Theatre and is an active volunteer with Above and Beyond Children’s Museum and Junior Achievement of Wisconsin. Outside of her professional and volunteer work, Kim is a proud parent to Payton (11) and Connor (8), and enjoys spending her free time exploring her interests in theater, travel, and movies.



Julie Luther is the Director of Operations for CharityEZ and Mars Family Foundation, and is the Founder of One Post at a Time, LLC.


A results-driven professional with deep compassion and presence, Julie is dedicated to meeting individuals and organizations where they are and guiding them toward sustainable growth and well-being.


Her extensive experience across public, private, and nonprofit sectors—spanning schools, churches, correctional facilities, and community sites—has shaped her holistic approach to leadership and service.


Blending mindfulness-based principles with strategic action, Julie empowers others to serve from a place of clarity and care, creating a ripple effect of positive change and resilience within the communities she supports.

Wesley Ricchio is a lifelong Wisconsin resident with more than 43 years of banking experience.


He serves as Executive Vice President and Hub Group Lead for Wintrust, overseeing both Town Bank and State Bank of the Lakes.


Wintrust is comprised of 16 separately chartered banks, with Town Bank and State Bank of the Lakes serving as its northernmost institutions.


In addition to his professional leadership, Wes is deeply involved in his community as Chairman of the Racine County Economic Development Corporation and President of Habitat for Humanity of Racine & Kenosha Counties, Inc.


He earned a Bachelor of Business Administration in Finance, Investment & Banking from the University of Wisconsin–Madison and an MBA from Northwestern University.


Julian LaMue, President - Northeast Wisconsin Wintrust Commercial Banking

CharityEZ

www.charityez.org

support@charityez.org

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Questions: Please reach out to julie@marsfamily.org