Family-Owned and Closely Held Bank Strategic Retreat | October 10-11, 2024 | The Edgewater Hotel, Madison

WBA Family-Owned and Closely Held Bank 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.

Date

Oct 10 - 11 2024
Expired!

Time

4:00 pm - 11:30 am

Cost

$245.00

More Info

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Labels

Conference

Location

The Edgewater Hotel
Madison, WI
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