Thank you for attending the 2018 Bank Executives Conference!

This page has been designed so you can download the presentations from the conference.

Thank you to Bankers Healthcare Group for sponsoring this page.

Congratulations to our Community Banker of the Year!

Peter Knitt
Peoples State Bank, Wausau

Additional Resources

JP Nicols Presentation and additional resources

The War at Work (free download) by Seth Mattison


Dave DeFazio is offering a repeat of his entire presentation via webinar for FREE. The webinar (described below) is on Fri., Feb. 16 at p.m. CT. You can register by clicking here. 

The Amazon Prime Effect: What Customers Want and What Banks Must Do to Survive in the New Subscription Society
Subscription services are quickly becoming the dominate strategy of today’s best retailers and have caused a monumental shift in the way people buy. More than 50 percent of all American households now subscribe to Amazon Prime, and more than 200 million people subscribe to this and other retail services such as Netflix, Spotify, Dollar Shave Club, Costco and AAA. Bank marketers have a duty to understand these trends and drive their banks beyond just transactions to connect better with the lifestyles of today’s modern consumers.

Congratulations to the 50 Year Club Recipients

Janet Aaby
Customer Service Representative
Citizens State Bank, Hudson

Barb Bratton
Lobby Receptionist
Mound City Bank, Platteville

Don Brown
Investment Officer and Director
Bank of Milton

Jean Knuth
Bank of Prairie du Sac

Geraldine Ogren
Security State Bank

Steve Schowalter
Port Washington State Bank

Jerry Smith
Board Chair
First Business Financial Services, Inc.

Orin C. Toltzman
Forward Financial Bank, Marshfield

Thank You to our Committee Chairs

WBA Agricultural Banking Section:
Tim Buttke, Nicolet National Bank, Wausau

WBA Building Our Leaders of Tomorrow Section (BOLT):
Mike Gargaro, Coulee Bank, La Crosse

WBA Financial Crimes Committee:
Lenore Breit, Peoples State Bank, Wausau

WBA Government Relations Committee:
Jeffery Schmid, Fox River State Bank, Burlington

WBA Human Resources Committee:
Kari Davis, State Bank of Cross Plains

WBA Marketing Committee:
Sara Baker, Ladysmith Federal Savings & Loan, Ladysmith

WBA Mortgage Lending Committee:
Karen Blok, First Bank of Baldwin

WBA Retail Banking Section:
Rick Beutler, Spring Bank, Brookfield

WBA Technology and Operations Committee:
Stacy Grafenauer, First Bank Financial Centre, Oconomowoc

WBA Trust Banking Section:
Jason R. Wilke, Associated Trust Company, N.A., Green Bay

FIPCO Software Users’ Committee:
Jennifer Stein, TSB Bank, Lomira

Congratulations to our Financial Literacy Award Winners

Financial Literacy Banker of the Year:

Kay Carlson, Farmers & Merchants Bank & Trust, Marinette

Financial Education Innovation Award Winner:

Waukesha State Bank

Thank you to our Conference Sponsors!

Gold Sponsors

Bankers’ Bank
Bell Bank
Boardman & Clark LLP
BOK Financial Institutional Advisors
Federal Home Loan Bank of Chicago
ICBA Services Network
WBA Insurance Services

Silver Sponsors

Baker Tilly Virchow Krause, LLP
Eide Bailly LLP
Plante Moran
Wipfli LLP

Bronze Sponsors

Bank Compensation Consulting
Executive Benefits Network
Experis Finance
Godfrey & Kahn, S.C.
Northland Securities
Quad City Bank & Trust

SBS CyberSecurity
Spectrum Investment Advisors
The Baker Group
The Payroll Company
VGM Forbin
Von Briesen & Roper, s.c.
West Bend Mutual Insurance Company

Conference Sponsors

American Bankers Association
American Deposit Management
BMO Harris Bank
Bankers Healthcare Group

Graduate School of Banking at UW Madison
Hovde Group
Invictus Group

Thank you to our Conference Exhibitors

Our apologies for the incorrect website listing in the program book for BrownBoots – their correct website is

Allied Solutions LLC
Amtrust North America
Associated Bank
Automated Systems, Inc.
B$ Recruiters
Baker Tilly Virchow Krause LLP
Bank Compensation Consulting
Bankers' Bank
BOK Financial Institutional Advisors
BrandPoint Design
Brown Boots
Cascade Asset Management
Case Financial
Computer Services, Inc.
CrossCheck Compliance
Data Financial Inc.
Direct Networks
Edge One, Inc.
Eide Bailly LLP
EO Johnson Business Technologies Locknet Managed IT Services
Executive Benefits Network
Experis Finance
Federal Home Loan Bank of Chicago
Generations Title Company
Graduate School of Banking at UW Madison

ICBA Services Network
Inlanta Mortgage
Lasco Development Corporation
Leap Strategic Marketing
Northland Securites
Northpointe Bank
Plansmith Corporation
Plante Moran
Presidio, Inc
Promontory Interfinancial Network
PULSE, a Discover Company
Quad City Bank & Trust
Redmond Company
SBS Cybersecurity
SCS Engineers
Spectrum Investment Advisors
The Baker Group
The Payroll Company
Turnkey Associates LC
VGM Forbin
WBA Insurance Services
West Bend Mutual Insurance
Wind River Financial