Financial Institutions

Community Banking Forum

An event exclusively designed for executive officers and board members.

The Community Banking Forum has been designed exclusively for executive officers and board members of community banks. This event will provide you with information on and insight into current topics that are deeply impacting community banks today. The speakers, topics, and value-added information, combined with the opportunity to network with your peers, make this event one you will not want to miss. CPE credit is available.

This year’s speakers include Elliot Eisenberg (Bowtie Economist), Doug Cartland (Keynote Speaker), Byron Franz (FBI), Mike Vesel (Wipfli), Marcie Bomberg (Wipfli), Julia Johnson (Wipfli), and Mark Scholl (Wipfli).

AGENDA - October 9, 2019

SESSION 1: 8:45-10:00 am The Economy in 2020: Slower Growth and Hopefully No Recession – Dr. Elliot Eisenberg, Graphs and Laughs

SESSION 2: 10:00-10:50 am Why the Customer Experience Killed Customer Service – Marcie Bomberg, Wipfli

10:50-11:05 am Break

SESSION 3: 11:05 am -12:00 pm I Have to Pay What?... – Deb Marshall, Wipfli

12:00-1:00 pm Lunch

SESSION 4: 1:00-2:15 pm KEYNOTE SPEAKER SESSION - Solving a Business’s Number One Problem: How to Attract and Keep the Very Best People – Doug Cartland, Doug Cartland Inc.

SESSION 5: 2:15-3:30 pm The Dark Web and What Makes It So "Dark" – Mark Scholl, Wipfli and Byron Franz, FBI

Wipfli is hosting the Community Banking Forum at three locations on one date. Details regarding speakers and session descriptions can be found on each event page by clicking the links below. Please register to join us at one of the following locations:

In Person Live:

Streaming Live:

*Pre-session the day prior to the forum before the networking event

Download Invite PDF!

Community Banking Forum
Advanced Preparation: None
Level: Basic  
Prerequisite: None
Field of Study: Specialized Knowledge
CPE: 6.5 credits
Instructional Delivery: Group - Live
Program Cost: No fee

Learning Objectives:

Learning Objectives:
- Review of recent changes in the financial industry.
- Discuss the impact of changes on the financial industry.
- Explore the increasing important role of leadership and governance in a financial institution.
- Review the dark web and the impact on financial institutions and individuals.
- Explore the difference between customer experience and customer service.

CPE

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, cancellation*, and refund policies, please contact Mary Boortz at 715.858.6677 or mboortz@wipfli.com.