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Tag Archive for: Engagement Center

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Advocacy, Community, News, Resources

Association Update: Engaging with Your Association

WBA offering numerous opportunities to get involved this spring

By Daryll Lund

As the Wisconsin Bankers Association (WBA) quickly approaches the final months of its 2022–2023 fiscal year, I am reminded of the inauguration of Dan Peterson, president and CEO of Marinette’s The Stephenson National Bank & Trust, as our Association’s chair. With an objective to increase membership engagement in the year ahead, it is extremely rewarding to look back upon all our Association has done together since June 2022.

Enhancing member engagement as part of the WBA strategic plan is focused on increasing banker participation in WBA training events including the utilization of the Engagement Center located at the WBA headquarters in Madison, the WBA Legal Call program, WBA fundraising efforts including the Gold Triangle and Bankers Involved in Grassroots and Government (BIGG) awards, as well as utilization of other Association and subsidiary services.

As we approach the final stretch of the 2022–2023 fiscal year, I am certain that bankers will find even more ways to engage with WBA.

This spring, WBA kicks off its busy season with various professional conferences and schools aimed at providing WBA members with the knowledge, resources, and connections to continue their success. Ranging from CFOs to HR and IT professionals and all the way to the frontline staff — our Association prides itself on the breadth of opportunities in store for every member of the bank.

In addition, bankers looking to make a mark on their communities and industry will be out at full strength assisting the
WBA in keeping our elected leaders informed at this spring’s advocacy events — including WBA Capitol Day on April 26 and two upcoming Washington, D.C. trips — as well as participating in activities related to Community Banking Month, Financial Literacy Month, the annual Power of Community Week, and National Teach Children to Save Day.

Of course, new chances to engage are always on the horizon with WBA. Whether you’re looking to volunteer as a committee member or help fundraise to shape public opinion on pro-banking, probusiness issues, it is up to you to choose how you will make the most of your membership, inspire professional development, educate your peers and community members, and engage with the Association!

March 20, 2023/by Hannah Flanders
https://www.wisbank.com/wp-content/uploads/2021/09/Untitled-3_Yellow.jpg 972 1920 Hannah Flanders https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Hannah Flanders2023-03-20 08:25:322023-03-20 08:25:32Association Update: Engaging with Your Association
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Member News, News

Executive Letter: Ushering in a New Fiscal Year

Rose Oswald PoelsBy Rose Oswald Poels

Earlier this month, the Wisconsin Bankers Association (WBA) began its 2022–2023 fiscal year. The ceremony, held on June 8, formally installed President and CEO of The Stephenson National Bank and Trust Dan Peterson as WBA’s chair of the Board, welcomed several new Board officers, and thanked several members for their valuable contributions to the association as they ended their terms.

Dan was able to sit down with me for a short conversation to introduce himself to the membership and highlight the goals he has for the organization for the upcoming year.

Dan first started his career in banking as an assistant loan officer at The Stephenson National Bank and Trust in 1988. After gaining experience in all lending areas of the bank, he was promoted to his current role as president and CEO in 2013.

As chair of the WBA Board of Directors, Dan aims to deepen member engagement this fiscal year. Following nearly three years of remote or hybrid events, conferences, and schools, it is no question that bankers throughout the state are looking to reengage with their peers and gain valuable experience outside of the office.

As more education and advocacy-related opportunities at WBA return in person — such as peer groups reconvening at our office in Madison or conferences occurring at venues across the state once again — the membership is encouraged to take advantage of WBA’s selection of options to further develop skills, network among peers, or volunteer time for the benefit of our entire industry.

In addition to taking part in events held by WBA, Dan offers a few other ways bankers may consider deepening their engagement with the association. WBA’s newly renovated office in Madison features a state-of-the-art Engagement Center for members from around the state to use, and the Wisconsin Bankers Foundation (WBF) — WBA’s non-profit arm — offers resources that assist bankers in further engaging and connecting with their communities on the topic of financial literacy.

As Dan, the WBA staff, and I look ahead to another summer and fall filled with opportunities for bankers to deepen their knowledge and expand professional networks — we encourage you and your staff to engage however possible. By joining our CEOnly/CFOnly Network, becoming an Advocacy Officer, or attending any WBA school or event, you assist us in better serving you!

To learn more about WBA Board Chair Dan Peterson and his goals for the upcoming fiscal year, please keep an eye out for WBA’s upcoming July Wisconsin Banker.

June 22, 2022/by Hannah Flanders
https://www.wisbank.com/wp-content/uploads/2021/09/Triangle-Backgrounds_Blue-on-Lime-Green.jpg 972 1920 Hannah Flanders https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Hannah Flanders2022-06-22 15:25:312022-06-22 15:25:31Executive Letter: Ushering in a New Fiscal Year
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Education, Member News

Engage in Every Membership Opportunity

Reserve a space in WBA’s Engagement Center today!

The Enterprise Risk Management Peer Group met in person and virtually in the WBA Board Room. This room accommodates 12–20 people.

Since the completion of WBA’s remodel in 2020, hundreds of bankers from around Wisconsin have had the opportunity to experience the new Engagement Center. Featuring two dedicated training rooms, a board room with video conferencing capabilities, and a conference room with a touchscreen smartboard — the Engagement Center offers the space and capabilities for WBA-member bankers to learn and connect.

In addition to providing bankers a space to attend WBA educational courses and training events, these spaces are available for every WBA member bank to reserve.

WBA welcomes every member bank to take advantage of the Engagement Center for the benefit of their teams. From technology-enabled spaces to a beautifully redesigned café, WBA’s modern facility is a resource that banks can use to hold strategic meetings, training presentations, or remote conference calls. The Engagement Center also serves as a quiet spot in the Madison area for those bankers visiting the state’s capital and looking to get work done.

Any WBA-member bank looking for additional locations to hold meetings, meet between branches, or access technology-enabled spaces to train, present, or remotely connect is encouraged to take advantage of WBA’s Engagement Center.

Please contact WBA’s Association Meeting Planner/Engagement Center Manager Jody Roos at jroos@wisbank.com to learn more about what the Engagement Center offers or to reserve a space.

May 11, 2022/by Jaclyn Lindquist
https://www.wisbank.com/wp-content/uploads/2021/09/Triangle-Backgrounds_Yellow-on-Light-Blue.jpg 972 1921 Jaclyn Lindquist https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Jaclyn Lindquist2022-05-11 06:45:322022-05-10 15:54:01Engage in Every Membership Opportunity
Education

Association Update: Opening Day for WBA

Baseball fans recently rejoiced as opening day stretched across many U.S. stadiums and people were invited to watch their home team’s game the way it was meant to be enjoyed. Not only did this symbolize a return to America’s favorite pastime – it showed the progress toward normalcy that we continue to make. 

For the Wisconsin Bankers Association, our version of opening day came as we welcomed the Board of Directors back into our building for the first time in over a year. The hybrid meeting took place with safety guidelines and a virtual option for those unable to attend in person. While at WBA, the members took a tour of the newly remodeled building, met the newest WBA staff members, and caught up with some familiar faces around the office. In addition, the WBA Board enjoyed our version of a tailgate party with lunch served in our new café.  

Hosting this meeting in our building has only been the start of this change. We are also moving ahead to welcome the bankers back to the Engagement Center soon, following appropriate safety protocol, and we are excited to create an environment where bankers can expand their industry knowledge once again. In the coming weeks, WBA will be hosting banking schools covering topics on Commercial Lending, Residential Mortgage Lending and a School of Bank Management.  

With the WBA fiscal year concluding at the end of this month, I am reminded of how WBA’s education pivoted swiftly and performed successfully during this past year. Delivering educational programs to our members is a team effort across our many departments, including education, communications, legal, IT, and administrative support. Having to shift to mainly virtual education due to COVID was a challenge for all of us, but we made it through. I am thankful for the great work accomplished internally, and this of course could not have been achieved without the strong support of our WBA-member bankers. 

Throughout the course of the pandemic, WBA education had in many cases higher participation levels virtually compared to just in-person events. Because of this, the education projections achieved budget levels that will help contribute to furthering the mission of WBA. Regardless of how familiar we have all become with virtual learning, we realize how significant of a role networking plays for our members. We look forward to resuming in-person events, and WBA is excited to offer education virtually, in-person, or in a hybrid approach depending on the event. We thank you for supporting WBA education every step of the way, and we’re excited to see you all and welcome you back into the building. 

By, Alex Paniagua

May 18, 2021/by Jose De La Rosa
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Jose De La Rosa https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Jose De La Rosa2021-05-18 21:31:012021-10-13 14:53:43Association Update: Opening Day for WBA

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