Upcoming Events

Financial Services Forum 2021

10/27/2021 09:00 AM - 02:30 PM (CT)

Type: Live Webinar

Industry: Financial Services

CPE Credits: 5.5

Seats Remaining: 482

Event Contact:

Name: Mary Boortz

Phone: 715.858.6677

Email: mboortz@wipfli.com

An event exclusively designed for executives in financial services 

This event will provide you with information on and insight into current topics that are deeply impacting financial services organizations today.

The speakers, topics, and value-added information, make this event one you will not want to miss. CPE credit is available. 


9:00-10:00 Session 1: A New Approach to Strategic Planning Robert Zondag, Wipfli

10:00-11:00 Session 2: Practices that Attract and Retain Employees Barbara Low, Wipfli

15 min Break

11:15-12:30 Session 3: Digital Transformation: Unlocking the True Potentional Sara Circosta, Wipfli, Marcie Bomberg-Montoya, Wipfli and Billy Collins, Wipfli

30 min Break

1:00-2:30 Session 4: 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

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

Session 1:  New Approach to Strategic Planning

More and more, organizations are moving from traditional strategic planning methods to enrolling into a transformation model.  Transformational planning is a framework designed to help organizations understand their business model, better meet their customers’ needs and guide a successful redesign to meet the new challenges ahead.

Transformational planning is the process of developing a strategic plan for adapting an enterprise's business processes through the modification of policies, procedures, and processes to move the organization from an "as is" state to a "to be" state. It also means asking tough questions about customer needs, delivery of traditional services and using technology to both leverage the strategic planning process and track ongoing performance to plan.

Session 2:  Practices that attract and retain employees

In today’s tight labor market, organizations 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: Digital transformation: Unlocking true potential

Digital has already revolutionized the way organizations 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 services to unlock the true potential of digital within their organizations.

Session 4: 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 organization 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 organization 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.

CPE Credit

Advanced Preparation: None
Level: Basic  
Prerequisite: None
Field of Study: Specialized Knowledge
CPE: 5.5 credits
Instructional Delivery: online
Program Cost: No fee
Learning Objectives:

  • Discuss the impact of changes on the financial services industry.
  • Review the potential in financial services organizations for digital transformation.
  • Learn about ways to approach strategic planning.
  • 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.