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Financial Services Forum: Wisconsin

Designed exclusively for executives and board members


Date: October 19, 2022
Cost: Free
Timing: 8:30 am – 3:30 pm CT

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.


Lambeau Field
1265 Lombardi Avenue
Green Bay, WI 54304


  • 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. The U.S. economy: Slowing but by how much?
  • 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: Elliot F. Eisenberg, Ph.D., Bowtie Economist, GraphsandLaughs, LLC

Session 4: The U.S. economy: Slowing but by how much?

Gain a better understanding of market conditions and what may lay ahead and why. Join the always-entertaining Bowtie Economist, Elliot Eisenberg, Ph.D., as he discusses the latest data about the current and expected condition of the economy. You'll learn the most recent statistics on a multitude of key topics such as: the likelihood, timing and magnitude of the upcoming recession, current economic growth prospects, auto manufacturing activity, home loan activity, housing prices, home sales, inflation, the Fed’s thinking, the path of interest rates, the health of labor markets, the impact of the pandemic, the condition of supply-chains, the shape of the yield curve, savings rates, default rates, and much more. Be ready to take plenty of notes.

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: Elliot F. Eisenberg, Ph.D, Bowtie Economist, GraphsandLaughs, LLC 

Elliot Eisenberg, Ph.D. is an internationally acclaimed economist and public speaker specializing in making economics fun, relevant and educational. Dr. Eisenberg earned a B.A. in economics with first class honors from McGill University in Montreal, as well as a Master and Ph.D. in public administration from Syracuse University. Eisenberg is the Chief Economist for GraphsandLaughs, LLC, a Miami-based economic consultancy that serves a variety of clients across the United States. He writes a syndicated column and authors a daily 70-word commentary on the economy that is available at www.econ70.com

Dr. Eisenberg has spoken hundreds of business groups and associations, serving as keynote speaker on topics including economic forecasts, economic impact of industries such as homebuilding, consequences of government regulation, and other current economic issues. Dr. Eisenberg has been invited to testify before lawmakers and is often asked to comment on proposed legislation. His research and opinions have been featured in Bloomberg Businessweek, Bureau of National Affairs, Forbes, Fortune, and many other publications. He is a regularly featured guest on talk, and public radio. 

Dr. Eisenberg was formerly a Senior Economist with the National Association of Home Builders in Washington, D.C. He is the creator of the multifamily stock index (the first nationally recognized index to track the total return of public firms principally involved in the ownership and management of apartments), the author of more than 100 articles, serves on the Expert Advisory Board of Mortgage Market Guide and is a regular consultant to several large real estate professional associations, financial institutions and investment advisory groups. 

Elliot’s interests include walking at least five miles a day and reading as many newspapers as he can get his hands on. He loves ice hockey and talking economics with crowds large and small!.

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: www.NASBARegistry.org.

For more information regarding administrative policies, such as complaint, and cancellation policies, please contact Mary Boortz at 715.858.6677 or mboortz@wipfli.com.

Forum hotel information

Hilton Garden Inn
1015 Lombardi Ave. Green Bay, WI 54304

Room Rate: $125

Call (920) 405-0400 to reserve a room.

Book your room by: September 18, 2022

If you have any issues with registering please directly reach out to Mary Boortz at 715.858.6677 or mboortz@wipfli.com


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