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Tag Archive for: CEO

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Community, News, Resources

Association Update: WBA CEOnly/CFOnly Networks

Executive network provides unique benefits for Wisconsin banking leaders

By Daryll J. Lund

For several years, hundreds of bank CEOs and CFOs from across the state have benefited from WBA’s CEOnly and CFOnly Networks. Membership in one of these two networks allows bank leaders access to exclusive networking events throughout the year as well as a confidential Q&A service.

As our industry continues to feel economic and regulatory strain, it is critical for bankers to establish positive networks among their peers to share ideas and ask questions. In the last year alone, members have shared over 100 questions and answers amongst the two networks and attended three networking events, which included complimentary breakfast and lunch as well as a guest speaker.

The foundational aspect of information-sharing provided by WBA’s CEOnly and CFOnly Networks has proven to be of unequivocal value and, as the banking industry continues to evolve, will continue to arm Wisconsin bankers with the resources they need to stay a step ahead of the unprecedented.

Membership for the 2023 CEOnly Network and CFOnly Network is now open to all CEOs and CFOs of Wisconsin-chartered banks. Bankers looking to renew or begin their membership can expect the same excellent value — three annual networking meetings and the continued Q&A service — all for only $300 a year. Banks registering both their CEO and CFO will also receive the discounted price of $500.

With the 2023 calendar year right around the corner and membership renewal quickly approaching, make sure your bank leadership has the greatest opportunity to stay informed and connected.

Interested in a 2023 membership or learning more about what the CEOnly and CFOnly programs can offer for your bank? Please contact me or visit wisbank.com/ceonly.

November 4, 2022/by Hannah Flanders
https://www.wisbank.com/wp-content/uploads/2022/11/Network-scaled.jpeg 1067 2560 Hannah Flanders https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Hannah Flanders2022-11-04 07:50:252022-11-04 07:50:36Association Update: WBA CEOnly/CFOnly Networks
Education, News

Embracing the Future of Work at WBA’s Management Conference

Join Wisconsin banking leaders in education and networking opportunities

Banking leaders from throughout Wisconsin will once again reconvene in Wisconsin Dells for a two-day event focused on education and networking. WBA’s Management Conference, beginning on September 13, is a must-attend event for CEOs, CFOs, CCOs, HR leaders, and other members of the bank’s management team.

An optional, pre-conference golf outing is scheduled for September 13 at Rock Golf Club in Wisconsin Dells. Bankers interested in additional opportunities to connect with their banking peers and event sponsors should plan to attend. Following the outing, the event will kick off on Tuesday night with a dinner program recognizing individual bankers who will be receiving WBA’s 30- and 40-year Lifetime Service Awards. Bankers interested in receiving this recognition or honoring an individual who meets the service award criteria should visit wisbank.com/ServiceAwards to complete the nomination form by August 19, 2022 to be included in the program.

On September 14, bankers will have the opportunity to attend two general sessions and two rounds of breakout sessions that include four management-related tracks including credit/lending, human resources, finance, and general bank trends.

In addition to networking among peers, Wisconsin bankers will hear from Sarah Sladek, founder and CEO of XYZ University, LLC during her keynote session on managing and leading during the new era of workplace shift that has recently emerged. While preparing for increasing innovation, shifting values, global connectivity, disruption, and opportunity, Sladek will assist bank leaders and organizers in understanding why they may be struggling to lead a high-functioning team as well as provide insight into how bankers may best be able to usher in a new generation of talent.

To learn more and register for the upcoming event in Wisconsin Dells, visit wisbank.com/management. Questions regarding the conference can be directed to WBA’s Lori Kalscheuer, director – education.

July 18, 2022/by Hannah Flanders
https://www.wisbank.com/wp-content/uploads/2022/06/Mgmt_Cvent_Header_Arrow_No_Text_reduced.png 759 2000 Hannah Flanders https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Hannah Flanders2022-07-18 07:31:532022-07-18 07:31:53Embracing the Future of Work at WBA’s Management Conference
Community, News

State Banker Associations Offer Society of Bank Executives

Read more
July 11, 2022/by Cassandra Krause
https://www.wisbank.com/wp-content/uploads/2021/09/Triangle-Backgrounds_Dark-Blue-on-Light-Blue.jpg 972 1921 Cassandra Krause https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Cassandra Krause2022-07-11 08:35:262022-07-11 08:35:26State Banker Associations Offer Society of Bank Executives
Education, News

Lead Your Team to the Next Level

WBA’s Management Conference Returns to Wisconsin Dells in September

Join over 150 banking leaders for WBA’s annual Management Conference September 13 and 14 in Wisconsin Dells. C-suite and HR professionals will enjoy several general sessions, breakout sessions, and opportunities to network among Wisconsin banking peers and over 50 conference sponsors and exhibitors from across the U.S.

The conference, to be held at Glacier Canyon Conference Center, will officially begin on Tuesday night with a dinner program and ceremony recognizing individual bankers who will be receiving WBA’s 30- and 40-year Lifetime Service Awards. Bankers are encouraged to attend this program not only to celebrate these milestone achievements, but for additional opportunities to network with banking peers. Bankers interested in receiving this recognition or honoring an individual who meets the service award criteria should visit wisbank.com/ServiceAwards to complete the nomination form.

Management Conference Banner

Before the dinner program on Tuesday, September 13, bankers looking to make the most of their time out of the office will also enjoy an optional pre-conference golf outing at Wild Rock Golf Club in Wisconsin Dells. Join WBA, your banking peers, and several sponsors at this unofficial kickoff for an additional opportunity to connect with banking leaders from around the state.

This year’s conference will focus on taking banking to the next level. By investing in opportunities to network with other community bankers and dive into topics that will help your bank succeed as a business, leaders are able to reinvest the skills and knowledge learned at the conference into every member of their team.

WBA encourages all bank management teams to take advantage of the four management-related breakout session tracks — including credit/lending, human resources, finance, and general bank trends — for the benefit of every leader, their team, and the continued success of their institution.

To learn more and register for the upcoming event in Wisconsin Dells, visit wisbank.com/management. Questions regarding the conference can be directed to WBA’s Lori Kalscheuer, director – education.

July 8, 2022/by Hannah Flanders
https://www.wisbank.com/wp-content/uploads/2022/06/Mgmt_Cvent_Header_Arrow_No_Text_reduced.png 759 2000 Hannah Flanders https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Hannah Flanders2022-07-08 07:40:322022-07-08 07:40:32Lead Your Team to the Next Level
News

Wisconsin Bank CEOs Weigh in on Inflation and Possibility of Recession

WBA Releases Results of Bank CEO Economic Conditions Survey

In the Wisconsin Bankers Association’s biannual Economic Conditions Survey of Wisconsin bank CEOs, 71% of respondents rated Wisconsin’s current economic health as “excellent” or “good.” This marks a decline from the mid-year 2021 survey, when 91% of survey respondents gave “excellent” or “good” ratings. Nearly all (over 98%) of the Wisconsin bank CEOs who completed the most recent survey predict that the economy will stay the same or weaken in the next six months. 

“Wisconsin bank CEOs have a unique vantage point in that they are both financial experts and highly involved individuals in their local communities,” said WBA President and CEO Rose Oswald Poels. “While the economy remains relatively stable, bankers are keeping a close eye on important indicators and stand ready to support their customers through possible economic challenges over the coming months.“ 

Among the economic bright spots cited by bank CEOs in the survey were strong tourism, construction, manufacturing, and agricultural industries. Survey results indicate that the hiring market and real estate market are cooling down. Top economic concerns reported by bank CEOs were inflation, cost of living/childcare/education, rising interest rates, oil and gas prices, staffing shortages, and the war in Ukraine.

The mid–year 2022 survey was conducted May 24–June 10 with 56 respondents. Sums may not equal 100 percent due to rounding. Below is a breakdown of the survey questions and responses.

Wisconsin Bank CEO Economic Conditions Survey Results
How would you rate the current health of the Wisconsin economy. . .  Mid-Year 2022  End-of-Year 2021  Mid-Year 2021 
Excellent  7%  6%  15% 
Good  64%  73%  76% 
Fair  29%  20%  10% 
Poor  0%  1%  0% 
         
In the next six months, do you expect the Wisconsin economy to. . .        
Grow  2%  21%  48% 
Weaken  63%  15%  39% 
Stay the same  36%  64%  13% 
         
Over the next six months, do you expect inflation to. . .       
Rise  50%  –  – 
Fall  22%  –  – 
Stay about the same  28%  –  – 
       
How likely would you say a recession is in the next six months?       
Very unlikely  4%  –  – 
Unlikely  16%  –  – 
Neutral  20%  –  – 
Likely  45%  –  – 
Very likely  16%  –  – 
       
Rate the current demand in the following categories:        
Business Loans        
Excellent  2%  9%  10% 
Good  48%  48%  30% 
Fair  48%  39%  52% 
Poor  2%  5%  8% 
         
Commercial Real Estate Loans        
Excellent  7%  11%  13% 
Good  52%  44%  44% 
Fair  36%  41%  33% 
Poor  5%  4%  10% 
         
Residential Real Estate Loans        
Excellent  2%  25%  40% 
Good  20%  48%  48% 
Fair  50%  24%  12% 
Poor  29%  3%  0% 
         
Agricultural Loans        
Excellent  2%  1%  2% 
Good  37%  22%  34% 
Fair  51%  58%  56% 
Poor  10%  18%  8% 
         
Deposit       
Excellent  5%  –  – 
Good  55%  –  – 
Fair  38%  –  – 
Poor  2%  –  – 
       
In the next six months, do you anticipate the demand for the following categories will. . .        
Business Loans        
Grow  11%  28%  43% 
Weaken  48%  14%  7% 
Stay the same  41%  59%  51% 
         
Commercial Real Estate Loans        
Grow  13%  24%  31% 
Weaken  48%  21%  8% 
Stay the same  39%  55%  31% 
         
Residential Real Estate Loans        
Grow  4%  11%  14% 
Weaken  63%  56%  41% 
Stay the same  34%  33%  46% 
         
Agricultural Loans        
Grow  6%  15%  18% 
Weaken  31%  14%  6% 
Stay the same  63%  71%  76% 
         
Deposit       
Grow  11%  –  – 
Weaken  36%  –  – 
Stay the same  53%  –  – 
       
In the next six months, are the businesses in your bank’s market area likely to. . .        
Hire employees  31%  68%  82% 
Maintain current staffing levels  61%  33%  15% 
Lay off employees  7%  0%  3% 
         
In the next six months, is your bank likely to. . .        
Hire employees  34%  55%  48% 
Maintain current staffing levels  63%  43%  45% 
Lay off employees  4%  3%  6% 
June 21, 2022/by Cassandra Krause
https://www.wisbank.com/wp-content/uploads/2022/06/Current-Economy.png 1260 2400 Cassandra Krause https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Cassandra Krause2022-06-21 08:00:362022-06-21 09:24:37Wisconsin Bank CEOs Weigh in on Inflation and Possibility of Recession
Education, News

Prepare to Navigate the Unknown in 2022

This year, the Wisconsin Bankers Association will offer the 2022 Bank Directors Summit in two locations: Stevens Point on May 18 and Madison on May 19. The event draws beginning and experienced inside and outside directors, bank CEOs, bank executive officers, and bank general counsel. This year’s Summit will take a look at the nuts and bolts that are essential to the role of bank directors, while preparing leaders for the kinds of unique opportunities and challenges that could potentially lie ahead of them in 2022.

One of the key topics addressed at the Summit will be directors’ responsibilities in the investment portfolio. Speaking on the topic will be Ricky Brillard, senior vice president in the Investment Strategies Group at Vining Sparks Associates. Brillard is a Certified Public Accountant who works with financial institutions on balance sheet strategies, the optimization of investment portfolio returns, and the evaluation of asset/liability exposure, while incorporating the entity’s liquidity needs, risk controls, and capital constraints.

A presentation titled ‘2022 — A Year of What Ifs’ will be given by Marc Gall, vice president and asset/liability strategist at BOK Financial. As bankers have come to expect uncertainty over the last two years, Gall will walk Summit attendees through various scenarios to help prepare for the coming months and into the future. Gall is a returning speaker to the WBA Directors Summit, and his areas of expertise include asset/liability modeling, interpreting output and communicating strategies to key management and boards of directors, understanding and complying with regulatory requirements, and fixed income portfolio management/trade execution.

Other sessions to look forward to include ‘Unlock and Inspire a Team That Spans Four Generations’ by Flynt Gallagher of Newcleus Compensation Advisors as well as ‘A Director’s Role in Today’s Changing Banking Environment.’ To learn more and to register for the Stevens Point or Madison event, please visit www.wisbank.com/directors.

March 30, 2022/by Hannah Flanders
https://www.wisbank.com/wp-content/uploads/2022/03/Directors-Summit.png 630 1200 Hannah Flanders https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Hannah Flanders2022-03-30 07:46:342022-03-30 07:47:14Prepare to Navigate the Unknown in 2022
Community, News

Time to Benefit From the CEOnly/CFOnly Networks

Executive network provides unique benefits for Wisconsin banking leaders

By Daryll Lund

Now is the time to renew or begin your membership in the CEOnly and CFOnly Networks so you can enjoy the services provided. As we continue to feel the impacts of COVID-19, economic, and regulatory strain, the CEOnly/CFOnly Networks are an important resource for you to connect with over 100 Wisconsin bank CEOs and CFOs.

These membership benefits allow peers to share information at in-person meetings and through a Q&A service, which provides a confidential forum for asking questions. In the past year, 100+ questions and answers have been shared amongst CEOnly/CFOnly members. We believe that the networking and information-sharing that is foundational to the CEOnly and CFOnly Networks will become even more valuable to you as the banking industry continues to experience unprecedented changes.

You can expect the same excellent value from your membership in 2022! This year, network members are invited to three complimentary networking events:

  • March 11 | Stevens Point
  • June 10 | Wisconsin Dells
  • September 23 | Madison

The annual membership fee is $300 for CEOs or CFOs. If both the CEO and CFO join from the same bank, the cost is $500. Membership is open to CEOs and CFOs of Wisconsin-chartered banks and runs on a calendar year basis, starting January 1, 2022, so now is the time to join!

December 20, 2021/by Cassandra Krause
https://www.wisbank.com/wp-content/uploads/2021/09/Untitled-3_Lime-Green.jpg 972 1920 Cassandra Krause https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Cassandra Krause2021-12-20 14:39:322021-12-20 14:43:12Time to Benefit From the CEOnly/CFOnly Networks

Events

CEO, CFO, New to Banking, Risk Management, Training and Development, Webinar

GSB – A Beginners Guide to Asset/Liability Management

It is universally understood that asset/liability management (ALM) is a critical function for management of your financial institution’s performance. Understanding and measuring the financial risks and the associated rewards is the essence of financial management.

Industry interest margins have been under downward pressure due to lower interest rates and increased competition. Properly deploying the ALM process to measure and more importantly, MANAGE, your performance and risks to your institution’s return has never been greater.

This course provides attendees with a basic understanding of the asset/liability management process. We cover the role of asset/liability Management (ALM) in good decision making, as well as the fundamental components to an effective ALM process to measure and manage key risks.

This will cover:

  • The role of the ALM process in financial institutions
  • Options to measure risks we care about in the ALM process
  • Measurements do we use to address ALCO risks

After attending, participants will:

  • Understand the overall framework of Asset/Liability Management
  • Be able to analyze the key risk areas ALCO must manage
  • Explain the role of income simulation, duration and economic value measures
  • Explain the different between static and dynamic value at risk measurements
  • Define Income at risk and value at risk
  • Understand the role of liquidity risk management
  • Outline key variables impacting the results

Target Audience: CEOs, CFOs, ALCO members, controllers, chief risk officer, chief retail, funding officers. This session is intended for individuals that are new to the ALM process.

This 60-minute program will be presented live on: May 17, 2023, 10:00–11:00 a.m. CT

Presenter: Susan Sharbel, Abrigo

Registration Option: Live presentation $275

Recording available through August 17, 2023

January 13, 2023/by Anna Lorang
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Anna Lorang https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Anna Lorang2023-01-13 12:01:272023-01-13 12:01:27GSB – A Beginners Guide to Asset/Liability Management
Business Bankers, CEO, CFO, Risk Management, Training and Development, Webinar

GSB – Net Interest Margin Volatility

For many asset/liability managers, the thought of rising rates is nothing but a history lesson. After decades of declining and low interest rates, financial institutions have come to grips that gravity is a real force on their net interest margin performance. Falling rates = falling profits. History says that as rates rise, so too will financial institutions earnings. But examining the rising rate period between 2016–18 we must ask if what came down, must go back up? Asset/Liability Management is about actively managing risk levels for performance goals. In this session we will examine how your ALCO can drive performance, not simply compliance. With increased competition for strong borrowers and core depositors, it is time to enhance the role of ALCO measuring & managing risk to look at the long-term profitability of your institution.

Target Audience: CEOs, CFOs, ALCO members, controllers, chief risk officer, chief retail, funding officers.

This 60-minute program will be presented live on: May 24, 2023, 2:00–3:00 p.m. CT

Presenter: Dave Koch, Abrigo

Registration Option: Live presentation $275

Recording available through August 24, 2023

January 13, 2023/by Anna Lorang
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Anna Lorang https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Anna Lorang2023-01-13 11:58:442023-01-13 11:58:44GSB – Net Interest Margin Volatility
Bank Management, CEO, Human Resources, Supervisior, Training and Development, Webinar

GSB – Organizational Culture: A Key to a High Performing Bank

Culture has become a top priority for leaders as banks navigate change and look for ways to improve business results and long-term effectiveness. Culture impacts everything from attracting and retaining talent to problem solving to team collaboration to customer service to the achievement of business strategies. Unfortunately, culture is not readily understood by the leaders charged to advance the desired culture by the bank. They are often simply asked to change it without the benefit of understanding what the cultural gaps may be and/or what levers for change on which to focus. We will provide insights into what really drives culture, how it can be assessed, where leaders can focus attention to have the greatest impact, and touch upon the difference between culture and employee engagement. Cultural change is possible!

Learning Objectives:

  • Develop an understanding of the leader’s role in fostering a positive culture
  • Understand the types of culture found in organizations
  • Explore initiatives to implement with a positive cultural impact

 Target Audience: Human resource officers, supervisors, CEOs

This 60-minute program will be presented live on: April 19, 2023, 10:00–11:00 a.m. CT

Presenter: Julia Johnson, Wipfli

Registration Option: Live presentation $275

Recording available through July 19, 2023

January 13, 2023/by Anna Lorang
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Anna Lorang https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Anna Lorang2023-01-13 11:56:492023-01-13 11:56:49GSB – Organizational Culture: A Key to a High Performing Bank
CEO, Human Resources, In-House Legal Counsel, Supervisior, Training and Development, Webinar

GSB – Employment Law Compliance for Banks

This interactive session will include a review and update of the most important areas of employment law, current issues, and proposed employment laws that employers need to be aware of, with particular emphasis and application to banks and their employees. Preventive measures to avoid litigation and practical advice for bank policies and procedures will be provided. Recent developments in federal law and federal agency regulations will be addressed. Participants are encouraged to ask questions in any area of employment law.

The following topics will addressed in this virtual workshop:

  • Recent developments in employment law
  • Greatest risks and how to prevent them
  • Policies and procedures
  • Hiring and termination procedures
  • Leaves of absence
  • Discrimination and harassment — proper procedures and policies to avoid liability

 Target Audience: Human resource officers, supervisors, CEOs, and general counsel or in-house legal counsel

This virtual workshop will be presented live on: May 3, 2023, 8:30 a.m.–12:00 p.m. CT

Presenter: Patty Wise, Spengler Nathanson, P.L.L

Registration Option: Live presentation $395

Recording available through August 3, 2023

January 13, 2023/by Anna Lorang
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Anna Lorang https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Anna Lorang2023-01-13 11:53:382023-01-13 11:53:38GSB – Employment Law Compliance for Banks
CEO, Senior Management, Supervisior, Training and Development

GSB – Financial Managers School

Program Overview

Designed by experienced CFOs especially for financial managers, this prestigious school goes beyond the basics to present best practices and provide community financial institution financial managers the tools to build a solid foundation in asset/liability management. Learn the unique concepts and terminology of bank finance and asset/liability management along with the practical implementation tools to profitably manage a financial institution’s balance sheet, develop effective strategies and communicate strategies to the board and senior management that ensure effective decision-making.

Case Study

An integrated case study will be used during the school to identify major financial strengths and weaknesses of institutions, examine interest rate risk profiles, evaluate issues relating to base strategy forecasts, analyze loan and investment portfolios, make pricing decisions and formulate and communicate effective strategies to improve the institution’s overall profitability.

Who Should Attend

CFOs and others in senior management actively involved in the financial management responsibilities of small- to medium-sized financial institutions. Financial managers who have day-to-day experience with asset/liability management, investments, budgeting and reporting activities will benefit from this in-depth peer and process immersion in asset/liability management.

When: September 18–22, 2023

Enrollment Deadline: August 18, 2023

Program Fee: $3,475

January 13, 2023/by Anna Lorang
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Anna Lorang https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Anna Lorang2023-01-13 11:52:332023-01-13 11:52:41GSB – Financial Managers School
Business Bankers, CEO, Consumer / Retail, Marketing / Sales

GSB – Sales and Marketing School

Bank marketing has undergone radical changes in the past several decades and the financial services sales process has experienced a similar transformation. Both have been influenced by one thing more than any other — the customer’s behavior. Because the customer is more knowledgeable, has more tools at their disposal and is in greater control, marketing and sales must collaborate more effectively than ever before if the bank expects to sustain long term growth and profitability.

There are schools and conferences focused on marketing. Others target sales. GSB’s innovative School of Sales and Marketing integrates these two vital disciplines into one practical, dynamic week. Designed by bankers and those with in depth knowledge of our industry, this program pinpoints key marketing and sales activities from the customer experience and branding to prospecting, sales management and the ROI of marketing and sales action plans.

Students experience a blend of lecture, small group discussions and breakout sessions. The Sales and Marketing School also accomplishes what no others can. Marketing associates leave with a Marketing Planning Template for the coming year. Sales colleagues create an individualized Sales Plan that combines high level strategies and key tactics to generate record results. These plans are created with the help of faculty mentors who work in the evening with small groups of students to integrate what has been learned that day. This learning to life approach burns in knowledge and helps the student retain competencies for the long haul.

The faculty is comprised of best in class bankers and consultants — experts who bring time tested ideas to the table implemented by community banks, regional players and money center organizations. Networking with other bankers from around the world creates a lifetime of new relationships and the information exchanged from both faculty and students is second to none.

What You’ll Gain

  • An overview of the business of banking and how sound sales and marketing strategies directly impact the bank’s bottom line
  • A clear understanding of how marketing and sales can synergize for the benefit of the bank, the customer and the marketplace
  • An objective view of sales and marketing technologies and how they enable success
  • How social, digital, mobile integrate through the sales and marketing process
  • Making delivery channels such as the branch, the call center and the RM more efficient and effective
  • Why team selling and account-based marketing are no longer luxuries
  • A greater sense of content marketing, big data and analytics combine to help the bank target the right opportunities
  • Key ways to find and touch prospects without cold calling
  • How marketing can partner with business banking through tailored collateral, sponsorships, seminars, webinars and speed networking
  • Leading the sales process through tools, routines and accountabilities

Who Should Attend

Veteran marketing/sales officers as well as those newly promoted or new to banking will benefit from this powerful program. Community bank CEOs, regional sales managers, retail managers, and business banking professionals also gain a better understanding of the marketing and sales synergies needed to be competitive.

When: September 25–29, 2023

Enrollment Deadline: August 25, 2023

Program Fee: $2,725

*Multi-Student Discount* GSB encourages banks to send more than one person to the school so the sales and marketing professionals can work together to enhance relationship growth and company performance through a unified effort focused on the customer. If your bank chooses to send multiple students, you will receive a rebate of $350 per additional registration — that’s essentially a free registration fee for second and subsequent registrations, and will be paid at the conclusion of the school in the form of a rebate.

January 13, 2023/by Anna Lorang
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Anna Lorang https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Anna Lorang2023-01-13 11:51:312023-01-13 11:51:31GSB – Sales and Marketing School
All-Staff Training, Bank Directors, Bank Management, Branch Manager, Business Bankers, CEO, Commercial Lending, Compliance, Consumer / Retail, CRE Lending, Credit Management, Lending, Marketing / Sales, Mortgage Lending, New to Banking, Operations, Personal Banker, Risk Management, Supervisior, Technology, Training and Development, Webinar

GSB – Digital Banking School

Banking continues to evolve — and as consumer preferences have moved from lobby to service multi-channel, multi-touch interactions, the demand for digital banking services has grown exponentially.

This shift — plus pressure from new and non-traditional competitors for all types of financial services — has led to an entirely new banking landscape. To remain competitive today — and viable tomorrow — community banks need to devote attention, staffing and financial resources to innovation, digital product mix, online customer engagement, technological advances, vendor partnerships and more.

GSB’s Digital Banking School is the first school of its kind — focused exclusively on demystifying these sometimes-intimidating topics — to help community banks move into and/or grow in the digital banking space.

This immersive experience will showcase the key elements of a bank’s effective digital strategy and will be led by industry thought leaders who are experts in digital banking and innovation.

What You’ll Gain

  • Defining the Game
  • Get off the Sidelines — Why Digital Banking?
  • Which Version Do You Want to Play?
  • Create Your Team — The People Factor in Digital Banking
  • What Equipment Do You Need?
  • Building the Foundation to Help You Achieve Digital Banking Success
  • Promoting Your Digital Bank and Building Your Brand
  • Technology & Risk: Cybersecurity Challenges

Who Should Attend

Given the scope of all that’s involved in digital banking, we encourage broad participation across all various areas of the bank — and that’s why we’ve priced this school with a single, affordable per-bank fee. We encourage community bank CEOs to attend, along with leadership teams from operations, retail strategy, lending, business development, marketing, technology, project management, cybersecurity and compliance. All will benefit from the program and be better positioned to make the important shifts that drive digital banking success.

When: April 3–27, 2023

Program Fee: $3,300/bank

January 13, 2023/by Anna Lorang
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Anna Lorang https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Anna Lorang2023-01-13 11:47:432023-01-13 11:47:43GSB – Digital Banking School
Bank Directors, Bank Management, CEO, CFO, Credit Management, Featured Event, Human Resources, Risk Management, Senior Management

Bank Executives Conference

The 2023 WBA Bank Executives Conference will be held Wednesday, February 8 through Friday, February 10 at the Kalahari Convention Center in Wisconsin Dells. The conference will kick off with a networking reception on Wednesday evening, but bankers are invited and encouraged to arrive earlier for optional afternoon “banker only” peer group discussions starting at 2:30 p.m. The conference will adjourn at Noon on Friday.

This conference is ideal for community banking executives to come together for networking and education. Attendees will enjoy two days of networking, several national keynote speakers, and a total of 8 breakout sessions to choose from. Members of your bank’s executive team can each customize their agendas by attending and learning from different breakout sessions.

View the Speakers and Agenda pages on the conference registration website for more details!

Bank Member Registration Information

EARLY BIRD PRICING! Register your team by January 9, 2023 to receive the registration fee of $475/attendee, including all meals and conference sessions. After January 9, the registration fee will increase to $525/attendee.

Spouses/guests (non-bankers) can be registered to join for all meals at the rate of $275/guest. This includes Wednesday reception; Thursday breakfast, lunch, reception, dinner and dessert reception; and Friday breakfast. Spouses/guests (non-bankers) can also register to only attend the Thursday evening receptions and dinner at the rate of $125/guest.

Associate Member & Exhibitor Registration Information

WBA Associate Members can register to attend, exhibit, and/or sponsor at the conference.

Associate Member individual conference registration is $695/attendee, including all meals and conference sessions. Visit the Information for Exhibitors/Sponsors page for more details on exhibit and sponsor opportunities! Please contact WBA’s Nick Loppnow for more information on exhibiting. Interested in upgrading your presence? Register to be a conference sponsor to receive additional benefits and conference recognition! Please contact WBA’s Nick Loppnow for more details on available sponsorships.

November 28, 2022/by Lori Kalscheuer
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Lori Kalscheuer https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Lori Kalscheuer2022-11-28 13:00:072022-12-02 10:07:56Bank Executives Conference
Branch Manager, CEO, Human Resources, Senior Management, Webinar

GSB – Hiring for the Right Fit

This program will step you through the best practices of hiring for the right fit. Being intentional about training managers and supervisors on the hiring process is key to creating stellar teams.

What’s our end game? Hire right, coach great, and build strong teams. This program will step you through the best practices of hiring for the right fit. Being intentional about training managers and supervisors on the hiring process is key to creating stellar teams.

Raise the bar when it comes to best practices for hiring for the right fit. Aimed at management and anyone that is involved in the hiring process, the interview, and selection of new hires.

What You will Learn:

  • How to set the tone for success — seeing everything through the lens of the candidate
  • Establishing desired attributes for the individual positions we are hiring for
  • Preparation involved in conducting interviews
  • Learning from recent hire decisions — are the right people or the wrong people leaving?
  • Understanding the importance of being an employer of choice
  • Considering cultural fit in the hiring decision
  • Best practices related to the candidate evaluation process

Target Audience: Human resource officers, supervisors, CEOs

Presenter: Vicki Kraai, InterAction Training

Registration Option: Live presentation $330

Recording available through March 1, 2023

August 12, 2022/by Katie Reiser
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Katie Reiser https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Katie Reiser2022-08-12 09:18:582022-08-12 09:18:58GSB – Hiring for the Right Fit
All-Staff Training, Bank Directors, Bank Management, Branch Manager, Business Bankers, CEO, New to Banking, Personal Banker, Senior Management, Supervisior, Training and Development, Webinar

WBA/ABA The Banking Industry

The Banking Industry is an essential introduction to the business of banking. The course covers the evolution of banking since the 2008 financial crisis, the role of banks in the U.S. economy and the environment in which banks operate and compete. It provides a look into various banking career tracks to inspire and prepare and motivate new bankers and covers innovations in financial products.

Audience: Anyone who needs an introduction to banking, whether just starting a career or a more experienced professional from a different industry.

Price: $215

March 4, 2022/by Anna Lorang
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Anna Lorang https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Anna Lorang2022-03-04 12:40:412022-03-04 12:40:41WBA/ABA The Banking Industry
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