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Upcoming Events

2024 Perspectives in Financial Services webinar

5/21/2024 09:30 AM - 5/22/2024 04:00 PM (CT)

Event Contact:

Name: Summer Gustin

Phone: 480-289-6052

Email: summer.gustin@wipfli.com


REGISTER NOW

Perspectives in Financial Services

Wipfli is hosting an exclusive, virtual event designed to help financial services leaders address their roadblocks to success.

We're offering a two-day webinar event that will take a closer look at the topics profoundly impacting the financial services industry today. Join us for targeted, actionable guidance that can help you master new technology, prepare for industry and regulatory changes, improve leadership and accelerate your organization’s growth.

The speakers and topics make this an event you don’t want to miss.

Learning objectives:

  • AI and the next generation of Financial Services: Decisions to make today
  • Learn how to successfully enhance your data security and comply with the FTC Safeguards Rule.
  • Understand the ROI of highly engaged teams and effective leadership.
  • Explore your leadership impact and how you can create strong teams and better communication.
  • Discover how you can achieve unparalleled growth by thinking like today’s most powerful digital product companies.
  • Identify current industry M&A activity and best practices.
  • Understand and prepare for the evolution of internal audit approaches.
  • Review new and pending regulatory changes that should be considered in your planning.

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:

Cost:

  • $49 if registered by May 10, 2024
  • $99 when registered after May 10, 2024 

Speakers

Jeff Olejnik
Jeff Olejnik
Principal
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Tom Cox
Tom Cox
Principal
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Paul Ouweneel
Paul D. Ouweneel, CFA, CPA, CFP
Partner, Valuation, Forensic and Litigation Services
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Enbom_Kathy
Kathy Enbom, CRCM
Principal, Compliance
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Cayci Branum
Cayci Branum, CIA, CRCM
Senior Manager
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Billy Collins
Billy Collins
Senior Manager
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Jon Serafino
Jon Serafino, MBA
Director
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Matt Sabo
Matt Sabo
Director
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Anna Kooi
Anna Kooi, CPA
National Financial Services Industry Leader, Partner
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