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By Rose Oswald Poels As WBA’s fiscal year concludes at the end of May, I am continually impressed with how bankers and WBA staff members alike take each challenge in stride. While disruptions of the COVID-19 pandemic have yet to fully subside, our Association has continued its focus in promoting a healthy environment for banks […]
By Rose Oswald Poels The Wisconsin Bankers Foundation (WBF) has existed since 2015 with a mission to empower financial decisions through education and research. I’m pleased to share that the Foundation has recently awarded a $5,000 grant to a Wisconsin non-profit organization, Asset Builders, to support its Finance and Investment Challenge Bowl. The Finance and […]
By Rose Oswald Poels The Wisconsin Bankers Foundation is the philanthropic arm of the Wisconsin Bankers Association and was granted public charity status in 2015. The mission of the Foundation is to promote financial literacy and financial responsibility to the public and to broaden consumer empowerment in the financial services industry through research, education, grants, […]
The Wisconsin Bankers Association (WBA) received top honors this week at the 2021 Cvent Excellence Awards. Winners were announced during a live in-person ceremony in Las Vegas at CAESARS FORUM as part of Cvent CONNECT, Cvent’s annual customer conference. The event was also broadcast to a global virtual audience of meetings, events, and hospitality professionals. WBA won first place in the category of ROI Rockstar, highlighting its effective use of Cvent technology to drive revenue growth and maintain business momentum using creative tactics during challenging times. Nominees in this category are realizing measurable ROI, whether for virtual, hybrid, or in-person events, and are setting and exceeding goals, automating event communications, and maximizing attendance and engagement.
WBA Creates Transfer by Affidavit Guide By Scott Birrenkott When an individual dies and leaves property subject to administration in Wisconsin, there are several types of estate procedures which can be followed. One such method involves the use of a form known as a Transfer by Affidavit (sometimes referred to as a Small Estate Affidavit). […]