Wipfli Upcoming Events

Events to help grow your organization

Community Banking Forum - Wisconsin Dells, WI

Community Banking Forum Pre-Session - FinTech Update: How Banks Are Moving Forward

10/23/2018 5:30 PM - 7:00 PM (CT) | Cost: $0 | Seats Remaining: 133

Community Banking Forum Reception - Wisconsin Dells, WI

10/23/2018 7:00 PM - 9:00 PM (CT) | Cost: $0 | Seats Remaining: 130

Community Banking Forum - Wisconsin Dells, WI

10/24/2018 8:30 AM - 2:30 PM (CT) | Cost: $0 | Seats Remaining: 122

Type: In Person Event

Industry: Financial Institutions

CPE Credits: 7.5

Event Contact:

Name: Mary Boortz

Phone: 715-858-6677


Event Location:

Wilderness Territory – Glacier Canyon Conference Center

45 Hillman Road

Wisconsin Dells



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, combined with the opportunity to network with your
peers, make this event one you will not want to miss!

Attend one, two or three of our forum events:

Tuesday, October 23, 2018

5:00 - 5:30 p.m. Registration


5:30 - 7:00 p.m.  FinTech Update: How Banks are Moving Forward – Marcie Bomberg, Wipfli, Mark Oliphant, Wipfli and Girish Ramachandra, Wipfli

Networking Reception:

7:00 - 9:00 p.m. Reception with heavy hors d’oeuvres and cocktails

Wednesday, October 24, 2018


8:00 - 8:30 a.m. Registration/Continental breakfast
8:30 - 9:30 a.m. SESSION 1: Economy: Good but With Caveat – Dr. Elliot Eisenberg, Graphs and Laughs
9:30 - 10:30 a.m. SESSION 2: Top Five Actions You Can Take to Prevent Becoming a Victim of Cyber Crime – Mark Scholl, Wipfli
10:30 - 10:45 a.m. (Break)
10:45 - 11:45 a.m. SESSION 3: Enhancing Shareholder Value: Growth Culture Required – Jeff Niesen, Bankers’ Bank
11:45 a.m. - 12:45 p.m. (Lunch)
12:45 - 2:00 p.m. SESSION 4: Coloring Outside the Lines: Lessons Learned from Steve Jobs – Jeff Tobe, Keynote Speaker
2:00 - 2:30 p.m. SESSION 5: Ready. Aim. Fire! (Teamwork required) – Tim Tedrick, Wipfli



Glacier Canyon Lodge

45 Hillman Rd

Wisconsin Dells, WI 53965


Group # 681789

Rate $99.99 plus tax and fees if booked by September 23, 2018



FinTech Update: How Banks Are Moving Forward
New technologies and innovations that aim to compete with traditional financial services are emerging. Banks are struggling with digital transformation strategies and how to stay relevant in the new marketplace. This session will include:

  • An overview of digital transformation and how FinTech fits in.
  • The current landscape of FinTech.
  • Results of our research and what we’ve learned over the past year.
  • A panel discussion about digital transformation, FinTech, and the industry (and Q&A).
  • Where and how to get started.

Economy – Good, but With Caveat
The Economic Forecast. Attend this entertaining and informative presentation on the economy and banking. Learn from Dr. Eisenberg how GDP growth will perform, how labor markets and wages will do, what path interest rates are likely to follow and how a whole host of other economic variables (including consumer confidence, new automobile sales, household leverage levels and energy prices) will behave and the market will perform. Dr. Eisenberg will look at credit conditions, default and foreclosure rates, the impact of student debt and more. He will then briefly turn his attention to the condition of all state economies and compare local economies with each other.

Top Five Actions You Can Take to Prevent Becoming a Victim of Cyber Crime
You can’t have an effective cybersecurity strategy if you don’t know what you’re up against. Cyber crime has evolved to more targeted attacks, leading to account takeover, financial scams, web attacks and even extortion. This session will cover the most common cyber threats against financial institutions, the top five actions to take to prevent becoming a victim and what you should be doing to prepare for responding to an incident.

Enhancing Shareholder Value: Growth Culture Required
Think about this question: If your number one customer left your bank today, do you have enough growth potential to not be hurt by this event, or could you make up the lost revenue in a very short period of time?

In today’s ever-changing banking environment, retention and growth of accounts are the keys to success for community banks. But how do you embrace a growth and sales culture without sacrificing customer service? We will be exploring ideas to help your bank increase revenue while retaining and growing your business with existing customers. This will involve looking at customers in a new way and figuring out how to offer them products that can provide the most positive impact to their business. Sales is not about selling a product or service. Sales is about helping our customers achieve what they are trying to accomplish. Our goal is to help you to do this.

Coloring Outside the Lines: Lessons Learned from Steve Jobs
This fast-paced, fun and content-rich program combines Jeff Tobe’s presentation on how to go beyond service to consider the customer experience with lessons learned from Steve Jobs on creativity and innovation. Interspersed in Jeff’s presentation are clips from a never-seen-before interview conducted in 1995 with Steve Jobs. Jeff inspires thought and discussion with participants on the future of the financial services profession, considering where it has been and where it is going. Jeff ties it all together by getting people to think like Steve Jobs thought. No matter what your past impressions of Jobs might have been, he was a master of ‘disruption’ and Tobe provokes audiences to think about how they might disrupt the banking profession AND become more “customer-centric.” We now have to consider our customer ‘touchpoints’, take ownership and tweak them to change the customer experience leading to attaining and retaining customers.

Ready. Aim. Fire! (Teamwork Required)
Teamwork is important in your banking environment. Much like a firing a cannon, if you don’t properly communicate, follow processes and work together, you won’t be successful. Learn —with some comedy — how teamwork can make or break your chance for success. Will the Civil War cannon fire?


Keynote Speaker:  
Jeff Tobe, M.Ed., CSP, Founder, Coloring Outside the Lines
Certified Speaking Professional, Jeff Tobe’s credentials are impressive. Insider Magazine dubbed him “The Guru of Creativity” and readers of Convention & Meetings Magazine chose him as one of their favorite speakers along with other celebrities including Bill Clinton, Anderson Cooper, Condoleezza Rice and Daniel Pink. He is a creativity and customer experience expert, professional speaker and bestselling author who works with companies and organizations who want to increase their bottom line by changing their customer experience and retaining great talent.

Tobe founded Coloring Outside the Lines in 1994 and since then has worked with hundreds of clients ranging from ones with less than 20 employees to Fortune 500 companies including Microsoft, PepsiCo, Bank of America, ReMax International and many more! 

Special Speaker:
Elliot Eisenberg, Ph.D., Chief Economist, GraphsandLaughs, LLC
Elliot Eisenberg, Ph.D. is a nationally acclaimed economist and public speaker specializing in making economics fun, relevant and educational. Dr. Eisenberg earned a B.A. in economics with first class honors from McGill University in Montreal, as well as a Master and Ph.D. in public administration from Syracuse University. Eisenberg is the Chief Economist for GraphsandLaughs, LLC, an economic consultancy that serves a variety of clients across the United States. He writes a syndicated column and authors a daily 70 word commentary on the economy that is available at 

Dr. Eisenberg has spoken to hundreds of business groups and associations, often as keynote speaker on topics including: economic forecasts, economic impact of industries such as homebuilding and tourism, consequences of government regulation, strategic business development and other current economic issues. Dr. Eisenberg has been invited to testify before lawmakers and is often asked to comment on proposed legislation.  His research and opinions have been featured in Bloomberg Businessweek, Bureau of National Affairs, Forbes, Fortune, and many other publications. He is a regularly featured guest on cable news programs, talk and public radio. 

Marcie Bomberg, Senior Manager, Wipfli
Marcie Bomberg brings over 20 years of experience in executive leadership roles in both banking and private enterprise to her engagements. Marcie has developed a high level of expertise leading a myriad of complex enterprise-wide endeavors such as mergers and acquisitions, strategic analysis and implementation, capital planning, as well as innovative product and service development. Marcie is highly sought after for her wide range of experience with advising traditional regulated financial institutions, bank holding companies, community development organizations, and FinTech companies. Marcie believes that client satisfaction is best achieved through a holistic approach to client needs, ensuring successful goal fulfillment now and into her client’s future planning.

Jeffrey A. Niesen, Senior Vice President, Bankers’ Bank
Since starting at Bankers’ Bank in 1994, Jeff has worked diligently to help our customer banks improve their efficiency and become more successful through various positions held at Bankers’ Bank. His passion for community banking goes back to his first industry jobs in the early 1990s. Jeff’s responsibilities include business development, Mortgages, BankCards & Marketing. Jeff holds a Bachelor of Science degree and is a graduate of the Graduate School of Banking.
Mark Oliphant, Senior Consultant, Wipfli
Mark Oliphant is a senior business consultant with over 30 years of experience in a wide range of industries spanning finance, aerospace, health care, and nonprofits. He is a change leader and problem solver who leverages technology to achieve business and organizational goals to get things done. As a member of the Chief Information Officer (CIO) advisory services practice, Mark helps CIOs and other chief executives align and enable business strategy through technology innovation.

Girish Ramachandra, Senior Manager, Wipfli
Girish Ramachandra is one of the leaders within Wipfli's technology consulting division, focused on helping companies transform their business through technology innovation. Leveraging vast experience with and knowledge of FinTech, he helps financial institutions, FinTech start-ups and/or scale-ups, and investors to collaborate and establish sound business working models.

Mark Scholl, Partner, Wipfli
Mark Scholl is a partner in the firm’s risk advisory and forensics practice. With more than 30 years of experience, he specializes in all aspects of technology services, primarily for financial institution clients. In addition, Mark has an internal leadership role as the Illinois market leader, responsible for oversight and growth. 

Tim Tedrick, Partner, Wipfli
Tim Tedrick is a partner in Wipfli’s financial institutions practice. He is responsible for public speaking, training, writing articles, and client engagement for the compliance and Bank Secrecy Act (BSA) practice. Tim stays informed of the risks and up to date with the ever-changing regulatory environment. He enjoys being a reliable resource for financial institutions while helping them meet the challenges of regulatory and operational issues.

Michael Vesel, Partner, Financial Institutions Practice Leader, Wipfli
As the leader of Wipfli LLP’s financial services practice, Mike Vesel is responsible for the overall financial results, strategic direction, and development of services within the practice, as well as partner and associate development. Mike spends all of his time working with financial institutions. He also oversees Wipfli’s financial institutions trust practice. Mike has extensive knowledge in several financial institution-related industry areas and previously was in charge of the audit and accounting group of Wipfli’s financial institutions practice.

Event Location:

Wilderness Territory – Glacier Canyon Conference Center

45 Hillman Road

Wisconsin Dells