WBA Family-Owned and Closely Held Strategic Retreat

Presented by the Wisconsin Bankers Association, the Illinois Bankers Association, and Godfrey & Kahn, S.C.

This Strategic Retreat is designed to address the unique challenges and opportunities faced by family-owned or closely held banks. Timely educational content will be combined with plenty of networking, so that you can walk away with action items and strategies to bring back to your bank.

Led by an advisory board of bankers with ownership and/or management responsibilities, the retreat will feature up-to-date information in the following areas:

  • Peer-to-peer networking
  • Recent family-driven planning & transactions
  • Estate planning and related regulatory issues
  • Valuation trends
  • Tools for wealth planning

Banker Registration Information:

The registration fee for bank attendees is $245/attendee, including all conference materials, meals, and refreshment breaks. Spouses and non-banker guests can register for $150/guest to join all the meal functions.

Associate Member Registration:

Associate members who are interested in attending this event are invited to register as a sponsor at $1,500. Please contact Nick Loppnow with any questions.

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Oct 13 - 14 2022


3:00 pm - 11:30 am



More Info

Register Online




Wisconsin Bankers Association
4721 S Biltmore Ln Madison, WI 53718
Register Online