Events

Wipfli Upcoming Events

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Wipfli & Boardman Clark Iowa Banking Seminar - Trending Risks and Opportunities

8/1/2019 2:00 PM - 5:00 PM (CT)

Type: In Person Event

Industry: Financial Institutions

Seats Remaining: 75

Event Contact:

Name: Mary Boortz

Phone: 715-858-6677

Email: mboortz@wipfli.com

Event Location:

Cedar Rapids Marriott

1200 Collins Rd NE

Cedar Rapids

Iowa

52402


The banking industry landscape is as complex as ever and recent trends present Iowa banks with new risks and opportunities alike. Please join Wipfli and Boardman Clark for a complimentary seminar as we review these pressing issues. Session topics will include:

Industry Overview & Hot Topics - Wipfli
An overview of current trends affecting community banks nationwide and specifically those in the Midwest and Iowa, including M&A, technology disruption, and more. 

Industrial Hemp - Boardman Clark
What you should know about the Iowa Hemp Act and lessons learned from the Wisconsin Industrial Hemp Pilot Program
.

Agenda

1:30 - Registration

2:00 - Presentations

4:00 - Refreshments & Networking

5:00 - Adjournment

Presenters

Lauren C. Capitini, Attorney, Boardman Clark
Lauren has extensive experience helping financial institutions navigate the morass of regulatory compliance. Specifically, her work with financial institutions has entailed compliance reviews addressing lending and deposit contracts and disclosures, advertising, discrimination and fair lending issues, electronic banking, and telephone/text message communications with customers. Lauren also helps financial institutions navigate complex fraud issues including wire, check, and ACH fraud and assists financial institutions in their handling of sensitive compliance issues with regulators. Prior to joining the firm, Lauren practiced at CUNA Mutual Group in Madison, Wisconsin, and the U.S. Government Accountability Office (GAO) in Washington, D.C.

Patrick P. Neuman, Attorney, Boardman Clark
Patrick’s practice focuses on banking and commercial transactions, with an emphasis on mergers and acquisitions, corporate restructures, commercial lending, and contract negotiation. He assists banks and bank holding companies with mergers, stock acquisitions, asset sales and branch acquisitions, subchapter s conversions, holding company and subsidiary formations, corporate governance, vendor contract negotiations and regulatory and compliance matters. Patrick has negotiated on behalf of Wisconsin banks on various regulatory issues with the FDIC, HUD and Federal Reserve. He frequently speaks and writes about legal issues affecting community banks. Patrick also  represents lenders in various types of commercial loan transactions, including bank stock loans, loan participations, commercial real estate loans and commercial and industrial financing.

Michael R. 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.

Marcie L. Bomberg, Senior Manager, Wipfli
Marcie Bomberg brings over 25 years of experience in executive leadership roles in both financial institutions and private enterprise to her engagements. She has developed a high level of proficiency, leading a myriad of complex enterprisewide endeavors such as mergers and acquisitions, strategic analysis and plan implementation, capital planning, and 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 financial technology (FinTech) companies.

Paul D. Ouweneel, Manager, Wipfli
Paul specializes in the valuation of businesses and intangible assets as well as sale and purchase transaction support for companies in a variety of industries, including financial institutions. He is a member of CFA Institute, AICPA, WICPA and a board member and treasurer for Milwaukee Habitat for Humanity.

 

 


Event Location:

Cedar Rapids Marriott

1200 Collins Rd NE

Cedar Rapids

Iowa

52402