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Upcoming Events

2024 Perspectives in Financial Services

4/30/2024 02:05 PM - 5/1/2024 04:00 PM (CT)

Event Contact:

Name: Summer Gustin

Phone: summer.gustin@wipfli.com

Email: 480.289.6052

Event Location:

The Venue at Portwalk Place

22 Portwalk Place

Portsmouth, New Hampshire 03801


Perspectives in Financial Services

Wipfli is hosting our Perspectives in Financial Services, an in-person event designed exclusively for executive officers and board members of financial services organizations. Join us for two days of information and insights into the topics profoundly impacting the financial services industry today.

We’re expanding our event this year, covering critical concerns — from cybersecurity and data analytics to talent management — and offering industry-specific breakout sessions to give you targeted, actionable guidance. You can also join our unique networking opportunity and connect with our speakers or learn from industry peers.

The speakers, topics and networking make this an event you don’t want to miss. Space is limited, so register below to secure your spot today.

Key topics:

  • Accounting and audit
  • Tax
  • Regulatory compliance
  • Data analytics
  • Cybersecurity
  • Talent and culture
  • M&A
  • Digital
  • Leadership

CPE credit is available.

View Agenda

Who should attend?

Executives and board members of banks, credit unions, wealth and asset management firms, insurance companies and private equity firms.

Registration information:


  • $199 if registered by March 18, 2024
  • $249 when registered after March 18, 2024
  • Groups of five or more individuals can receive a discounted rate of $149 per person.

Dates and locations:

April 30-May 1, 2024

The Venue at Portwalk Place, 22 Portwalk Place, Portsmouth, New Hampshire 03801 

Visit our event page on Pheedloop to register


Event Location:

The Venue at Portwalk Place

22 Portwalk Place

Portsmouth, New Hampshire 03801