Wipfli’s Financial Services Forum

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, from cryptocurrency to data analytics to the economy.

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.

Key topics:

  • Industry overview
    • Crypto
    • Customer journey
    • Technology company partners
  • Data analytics
  • Cybersecurity
  • Economy (keynote speaker)
  • Employee experience
    • Compensation

Who should attend

Executives and board members of community banks, wealth and asset management firms, insurance companies and private equity companies

CPE credit is available.

Register by clicking on the date and location of your choice:

October 6, 2022

University of Georgia
Center for Continuing Education & Hotel
1197 South Lumpkin St.
Athens, GA 30602

October 13, 2022

Crowne-Aire
3 Appletree Square (1-494 & 34th Avenue South)
Bloomington, MN 55425

October 19, 2022

Lambeau Field
1265 Lombardi Avenue
Green Bay, WI 54304

October 25, 2022

Lincoln Financial Field
One Lincoln Financial Field Way
Philadelphia, PA 19148

October 27, 2022

White Eagle Golf Club
3400 Club Drive
Naperville, IL 60564