Upcoming Events

Community Banking Forum 2021

10/13/2021 10:00 AM - 10/14/2021 03:30 PM (CT)

Type: Live Webinar

Industry: Financial Institutions

CPE Credits: 7.0

Seats Remaining: 375

Event Contact:

Name: Mary Boortz

Phone: 715.858.6677

Email: mboortz@wipfli.com

An event exclusively designed for executive officers and board members. 

Due to the recent rise of COVID 19 cases, and most importantly keeping our clients and team safe, we have made the difficult decision to move this to a webinar format. We look forward to having a collaborative discussion on industry hot topics and an economic outlook. We hope you will join us virtually.

The Community Banking Forum has been designed exclusively for executive officers and board members of community banks. This event will provide you with information on and insight into current topics that are deeply impacting community banks today. The speakers, topics, and value-added information, make this event one you will not want to miss. CPE credit is available. 

October 13, 2021 10:00 am-2:30 pm CT


10:00-11:15 Session 1: Where are we going? CECL, DEI and Industry Update Anna Kooi, Wipfli, Joseph Paroubek, Wipfli, Nick Ansley, Wipfli and David Romero, Wipfli 

15 min Break

11:30-12:30 Session 2: Practices that Attract and Retain Employees Barbara Low, Wipfli

30 min Break

1:00-2:30 Session 3: The Future Economy: Opportunities for Growth Keynote Speaker: Andrew Busch, former 1st Chief Market Intelligence Officer for the U.S. government and economist at AndrewBusch.com

October 14, 2021 1:00 pm-3:30 pm CT


1:00-2:15 Session 4: Digital Transformation: Unlocking the True Potentional Sara Circosta, Wipfli, Marcie Bomberg-Montoya, Wipfli and Billy Collins, Wipfli

15 min break

2:30-3:30 Session 5: Facing the Flat Rate Environment Robert Zondag

Session descriptions are included below. Click here to learn more about our speakers. 

Session 1: Where are we going? CECL, DEI and industry update

A discussion regarding how the industry is doing and where it is going. Highlighting what the current trends and challenges are for the financial institutions industry. As institutions look ahead, where will they be one, three and five years from now, and how might strategic plans be impacted? Learn what is new on the CECL front and discuss best practices uncovered by early adopters. Learn more about the importance of diversity, equity and inclusion (DEI) efforts and its future impacts, as well as best practices when launching and sustaining DEI initiatives.

Session 2: Practices that attract and retain employees

In today’s tight labor market, financial institutions have to use a two-pronged approach to talent: first, determining how to find the best talent available in the marketplace and, second, focusing on retaining current employees. In addition to implementing retention practices such as career blueprints, mentoring programs and succession plans, other dynamics come into play, such as understanding the needs of each generation. This session highlights these topics and more!

Session 3: Keynote — The future economy: Opportunities for growth 

The world is going to see more economic change in the next five years than we have seen in the last 100 years. The year 2022 will be transformational as trends super-charged by the pandemic fully exert themselves on the economy. AI, robots, Zoom, ESG and bitcoin are just a few of the extraordinary tools being leveraged right now to help business overcome, adapt and thrive. Are you aligning yourself for what will occur? Andrew Busch dives deep into exploring how innovation, policy changes and societal shifts drive opportunities for customers. Are you thinking about how to run your institution better or how you can grow it faster? How are you challenging yourself with new ideas, new concepts and innovation? Can you understand the economic forces driving change to lead you in transforming your institution and adapting your strategy to take control of the future? Andrew Busch is an economic futurist. He creates context for understanding where we’ve been, where we are and where we’re going on the economy and policy. He covers the super-charged trends impacting business and provides a case study to apply these for future growth opportunities.

Session 4: Digital transformation: Unlocking true potential

Digital has already revolutionized the way financial institutions of every shape and size conduct business, manage their operations and engage. No one is immune to the disruptive threats — and tremendous opportunities — available through digital. During this session, Marcie, Sara and Billy will unpack the organizational requirements, essential tooling and evolutionary client-first mindset that must be present for financial institutions to unlock the true potential of digital within their organizations.

Session 5: Facing the flat rate environment

As the yield curve continues to deliver low rates, what strategies are financial institutions seeing and implementing to face the challenge? Bank on Wipfli podcast host Robert Zondag explores options and tools to manage the current rate environment as well as ideas to stabilize income currently being used by our clients nationwide. This session will focus on practical approaches for executive leadership teams to consider.

CPE Credit

Advanced Preparation: None
Level: Basic  
Prerequisite: None
Field of Study: Specialized Knowledge
CPE: 7.0 credits
Instructional Delivery: online
Program Cost: No fee
Learning Objectives:

  • Review of recent changes in the financial industry.
  • Discuss the impact of changes on the financial industry.
  • Learn the importance of diversity, equity and inclusion (DEI) efforts and its future impacts
  • Learn CECL best practices.
  • Review the potential in financial institutions for digital transformation.
  • Learn about ways to stabilize income.
  • Understanding the need for each generation and how to attract and retain employees.


National Registry of CPE Sponsors: Wipfli LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the national Registry of CPE Sponsors through its website: www.NASBARegistry.org.

For more information regarding administrative policies, such as complaint, and cancellation policies, please contact Mary Boortz at 715.858.6677 or mboortz@wipfli.com.