Financial Services Forum: Georgia

Designed exclusively for executives and board members


Date: October 6, 2022
Cost: Free
Timing: 8:30 am – 3:30 pm

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. 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.


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


  • Session 1: 8:30-9:45 a.m. Industry overview
  • Session 2: 9:45-10:45 a.m. Staying ahead of the curve with data analytics
  • 10:45-11:00 a.m. Break
  • Session 3: 11:00 a.m.-12:00 p.m. Cybersecurity hot topics
  • 12:00-1:00 p.m. Lunch
  • Session 4: 1:00-2:30 p.m. Economic and market outlook
  • Session 5: 2:30-3:30 p.m. Total rewards and its direct link to improving employee experience and business outcomes
  • Stadium tour: Optional

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.

Keynote speaker: Clare W. Zempel, CFA, CBE, Economist, Zempel Strategic

Session 4: Economic and market outlook

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

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 non-monetary 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.


Keynote: Clare Zempel, Economist-Investment Strategist-Communicator

Economist and investment strategist Clare Zempel makes it his business to communicate and communicate well. Whether speaking in the boardroom, from the podium or in a workshop, he conveys relevant, actionable information with directness and candor.

Clare Zempel 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.

Zempel continues to use that same exceptional mix of skill and insight to consult with financial institutions, corporations and private investors. He combines innovative research and seasoned common sense into advice and recommendations his clients use to shape and implement policies. Zempel looks past the headlines to the facts and puts consensus views to the test. He asks and answers the questions that matter most for business and investment success.

Presenting to a live audience — either broad or specialized — Clare Zempel translates his agile thinking to observations that are provocative, enlightening and useful. He strives to engage all his listeners in the topic at hand. He gets them thinking, challenges their assumptions and places economic issues in a real-world context. At ease on the stage, Zempel is personable and down-to-earth. He infuses his remarks with humor that keeps things lively and in perspective.

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. The Executive Education Department at the University of Wisconsin-Madison calls him a “dynamic expert on investments” and “the Midwest’s most sought-after communicator of savvy, practical investment advice.”

Zempel holds degrees from the University of Chicago and is a Chartered Financial Analyst (CFA) and a Certified Business Economist (CBE). His hobbies and interests include water aerobics, hiking, trumpet playing, singing, acting and improvisational comedy. He is married and has two daughters.

Additional speakers

CPE credit

Advanced preparation: None
Level: Basic
Prerequisite: None
Field of study: Specialized Knowledge
CPE: 7.5 credits
Instructional delivery: Group - Live
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 cyber threats are facing the financial services sector and how cyber-attacks 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:

For more information regarding administrative policies, such as complaint, and cancellation policies, please contact Mary Boortz at 715.858.6677 or

Forum hotel information

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

Room rate:

  • $109/night for a single bedded room (King/Queen)
  • $159/night for a double bedded room (Queens or Doubles)

Book by calling 706-542-2134 and mention group code: 94921


Book via the following link: The University of Georgia Center for Continuing Education & Hotel (

Book your room by: September 6, 2022

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