Health Savings Account Workshop

The WBA Health Savings Account Workshop will take place on April 12 at the Wisconsin Bankers Association Office in Madison. The Workshop will begin at 8:30 a.m. and conclude at 4:00 p.m.

Whether your financial organization is just entering the HSA marketplace or looking to enhance its current HSA program, this day long seminar is the ideal training program. It will cover all aspects of a successful HSA program and give you a comprehensive curriculum along with a practical understanding of critical rules and operational issues.

Topics Include:

  • Introduction to HSAs
  • Establishing HSAs
  • HSA Funding
  • HSA Distributions
  • HSA Portability
  • HSA Compliance

Who Should Attend:

  • Industry professionals needing to become more comfortable with HSA rules.
  • Those responsible for ensuring a compliant HSA department.
  • Those needing an understanding of the basics of HSAs.
  • Those looking for an update on the latest industry changes.
  • Those who are responsible for internal systems, HSA transaction codes, and proper HSA administration.


The registration fee of $225 includes program registration, instruction and materials, refreshment breaks and, lunch.

Refund Policy:

A refund, less a $25 administrative fee, is provided for cancellations requested on or before April 8th.



Apr 12 2022


8:30 am - 4:00 pm



More Info

Read More


Read More