Upcoming Events

Financial Services Forum webinars

11/30/2022 08:30 AM - 03:00 PM (CT)

Event Contact:

Name: Mary Boortz

Phone: 715.858.6677

Email: mboortz@wipfli.com

Exclusively designed for executives in financial services

This event has been designed exclusively for executive officers and board members of financial services companies. By attending, you’ll gain information on and insight into current topics that are deeply impacting financial services organizations today.

CPE credit is available. 


Webinar 1: 8:30-9:30 a.m. | Industry overview | Mike Morris, Marcie Bomberg-Montoya and Sara Circosta

Webinar 2: 9:40-10:40 a.m. | Staying ahead of the curve with data analytics | Jon Serafino and Matt Sabo

Webinar 3: 10:50-11:50 a.m. | Cybersecurity hot topics | Mark Scholl

Lunch break: 11:50 a.m.-12:20 p.m.

Webinar 4:12:20–1:50 p.m. | Economic and Market Outlook | Keynote speaker, Clare Zempel

Webinar 5: 2:00-3:00 p.m. | Total rewards and its direct link to improving employee experience and business outcomes | Michelle Joseph

Session descriptions

Session 1: Industry overview

How to “future ready” your organization in a rapidly changing industry. You’re hearing customers talking about crypto, you either already are or are considering partnering with technology companies to remain relevant and competitive, and you are seeking to enhance how you interact with your customers and how they interact with you. What are best practices; what are others doing; and what should you start, stop or continue doing? Join us for table discussions on crypto, partnering with xxtech to enhance delivery (internal/external) and improving your customer journey.

Session 2: Staying ahead of the curve with data analytics

As financial services organizations increase in size, whether organically or as a result of M&A, you find that the data required to operate becomes more critical and elusive. You also see an increase in regulatory scrutiny, which leads to reporting requirements that are far more complex than historically needed. Using data management and analytics solutions, financial services organizations can stay ahead of the performance curve. By appropriately structuring your data, you can provide for the automation of manual processes and give your entire organization access to the data that they need to run their part of the business. Join us to learn how leading financial services organizations are leveraging their data to improve performance, reduce risk and efficiently meet the regulatory and economic demands of the climate.

Session 3: Cybersecurity hot topics

Technology has changed how you run your business and service your customers. As a result, many organizations face new threats against data breaches, extortion and system interruption. This session will help you understand the most common cyber threats facing the financial services sector. We will also discuss how cyberattacks between Russia and Ukraine could threaten U.S. critical infrastructure.

Session 4: Keynote — Economic and Market Outlook

This keynote will share observations on economic and market conditions with a view to prospects over the next 3-5 years; examine economic trends and Federal Reserve policies critical to stock and bond markets; and pay careful attention to cyclical risks and opportunities. It will define asset allocation implications clearly, as well as provide tips on important indicators that minimize risk and enhance returns. You’ll learn topical and updated to remain fresh and relevant.

Featured keynote speaker, Clare Zempel 

Economist and investment strategist Clare Zempel makes it his business to communicate and communicate well. He honed his nimble approach to a dynamic analysis of complex economic and financial issues as an economist and investment strategist for major national firms. Prior to founding Zempel Strategic, Zempel served as director of investment policy, chief investment strategist and chief economist for Robert W. Baird & Co. Incorporated, and as chief economist for the First Wisconsin Corporation, now U.S. Bank. Clare Zempel has addressed numerous conferences and seminars in the United States and Canada. He has appeared on CNBC and NPR. The New York Times Magazine counts Zempel among leading business and academic economists, and Business Week lists him among the top investment strategists in the country.

Session 5: Total rewards and its direct link to improving employee experience and business outcomes

Formerly referred to as compensation and benefits, total rewards take on a more creative and broad definition of the ways organizations attract and retain high caliber talent through the lens of compensation, benefits, perks and other rewards. Compensation is just one of many factors that make your company an appealing place to work. Employee benefits, workplace culture and other nonmonetary rewards play significant roles as to whether you are putting your best foot forward to attract and retain employees who are loyal to you and what you stand for as an organization. The “war for talent” is something that can be easily won by those organizations who are willing to meet the needs of their people, which in turn will allow those people to meet the business needs of the organization, as set forth by executive leadership. This session will dive into the evolution of employee experience and what people crave from their employers in order to be the most productive and engaged versions of themselves. It will also provide attendees with helpful tips, advice and insights to bring back to their organization in order to attract and retain best-in-class employees who can meet the needs of the business.

CPE credit

Advanced preparation: None
Level: Basic
Prerequisite: None
Field of study: Specialized Knowledge
CPE: 6.5 credits
Instructional delivery: Online
Program cost: No fee
Learning objectives:

  • Explore crypto best practices and what you should start, stop or continue doing.
  • Learn how organizations are leveraging data to improve performance, reduce risk and meet regulatory and economic demands.
  • Discover what cyberthreats are facing the financial services sector and how cyberattacks could threaten U.S. infrastructure.
  • Gain a better understanding of the market conditions facing the financial services industry.
  • Acquire tips, advice and insights to attract and retain best-in-class 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.


Mike Morris
Mike Morris, CISA
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Marcie Bomberg - Milwaukee, WI
Marcie Bomberg-Montoya, OCI, OEI
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Sara Circosta
Sara Circosta
Senior Business Developer
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Matt Sabo
Matt Sabo
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Mark Scholl
Mark Scholl
Illinois Market Leader
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Michelle Joseph
Michelle Joseph, MBA
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