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Upcoming Events

IT Leadership Roundtable, August 2024

8/22/2024 09:30 AM - 11:00 AM (CT)

Type: Live Webinar

Industry: Financial Institutions

CPE Credits: 1

Seats Remaining: 926

Event Contact:

Name: Summer Gustin

Phone: 480.289.6052

Email: summer.gustin@wipfli.com

Join Wipfli IT professionals for a morning of education. Learn about the latest IT trends and hot topics in the financial institutions industry.

The IT Leadership Roundtable will meet for 90 minutes each quarter and will feature the following format:

  • 40-minute presentation
  • 5-minute solution highlight
  • 45-minute Q&A discussion

August 22, 2024, agenda:

  • 9:30-10:10 a.m. CT — Harnessing the power of data and AI: Strategies for adoption and readiness
    • Presenter: Matt Sabo
  • 10:10-10:15 a.m. CT — Wipfli Digital: Data architecture and analytics services
    • Presenter: Carlos Vega
  • 10:15-11 a.m. CT — Q&A discussion
    • Panel: Joel Lego, Matt Sabo, Carlos Vega, Kyle Lawson

Who should attend: Senior management, compliance officers, IT management, information security officers, IT auditors and operations managers


  • Joel Lego, Senior Manager
  • Matt Sabo, Director
  • Carlos Vega, Director
  • Kyle Lawson, Finance and Data Analytics Officer, Nicolet National Bank

CPE Credit

Advanced Preparation: None

Level: Basic  

Prerequisite: None

Field of Study: Specialized Knowledge

CPE: 1 credit

Instructional Delivery: Webinar

Program Cost: Free

Learning Objectives:

  1. Interpret the latest advancements in data management.
  2. Identify potential AI use cases, adopt effective models, and drive innovation within your organization.
  3. Demonstrate knowledge of the essentials of data readiness, from where to start to how to build a strategic execution plan to make the most of AI tools.


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: NASBARegistry.org.

For more information regarding administrative policies, such as complaint and cancellation policies, please contact Summer Gustin at summer.gustin@wipfli.com or 480 289 6052.


Joel Lego
Joel R. Lego, CISSP
Master Consultant
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Matt Sabo
Matt Sabo
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Carlos Vega
Carlos Vega
Director, Digital Strategy
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