Financial Institutions Conference

Financial Institutions Conference

Financial Institutions Conference


Your Source For Key Updates & Insights on Timely Issues

Attend this year's Financial Institutions Conference to hear from local and national experts as they address important topics and issues affecting financial institutions, including economic changes, business ethics, investments, asset liability management, regulatory and legislation updates, retaining talent, FDICIA readiness, technology and more.


CEOs, CFOs, presidents, vice presidents, controllers, directors, managers and other staff in roles affecting financial institutions will benefit greatly by attending.

Online Option

For those unable to attend the conference in person, another option is available! This year's Financial Institutions Conference will be streamed live, including all of the general sessions and the most popular breakout session! The registration page and more details for attending via WICPA CPE Livestream is available here.

Overnight Accommodations

A block of rooms has been reserved at the Milwaukee Marriott West in Waukesha for the night of May 9 with a rate of $149 (plus tax). To make your reservation, call 262-574-0888 and mention you are booking with the WICPA Financial Institutions Conference by April 10.

8.7 CPE Credits


Registration is open through 05/10. Register by 04/26 for Early Bird Pricing.

Member Price

$349 / $319 Early-Bird pricing ends on 04/26/2023. / $299 Super Early-Bird pricing ends on 04/12/2023.

Nonmember Price

$449 / $419 Early-Bird pricing ends on 04/26/2023. / $399 Super Early-Bird pricing ends on 04/12/2023.

Student Price


Wednesday, May 10

8:00am to 4:55pm (Check-In 7:00am)

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W233N2080 Ridgeview Pkwy Ste 201
Waukesha, WI 53188

Map and Directions


Wednesday, May 10th

7:00AM TO 8:00AM / General Session

8:00AM TO 8:10AM / General Session

Matthew Schaefer, Senior Vice President, Chief Credit Officer, Bank of Wisconsin Dells

8:10AM TO 9:20AM / General Session

Jack Manley, Vice President & Global Market Strategist, J.P. Morgan Asset Management

Get a broad macro and market update covering growth outlook, inflation outlook, assessment of interest rates, risks and opportunities in global stock and bond markets, plus a principle at the end to remind everyone to diversify.

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9:30AM TO 10:40AM / General Session

Marc Gall, Vice President, BOK Financial Institutions Group

2022 brought an unprecedented change in the rate environment, with the Fed aggressively increasing interest rates to fight inflation. The carryover of higher rates will be felt in 2023, with tighter liquidity and higher deposit costs. This session will explore interest rate risk management tools and strategies to manage regulatory expectations and prepare for the economic environment to come.

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10:50AM TO 11:50AM / General Session

Brett Schwantes, Senior Manager, Wipfli LLP

Jessica Schwantes, Partner, Wipfli LLP

This session will review the most recent tax law changes that impact you and your financial institution. 

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12:20PM TO 1:35PM / General Session

Ben Brockman, Risk Consulting Manager, RSM US LLP

This session will help you embrace your competitive advantage by bringing your digital transformation strategy to life.

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1:45PM TO 2:35PM / General Session

Patrick Murphy, Shareholder, Godfrey & Kahn S.C.

Get an overview of recent and emerging regulatory and other issues facing the financial services industry in 2023 and beyond.

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2:45PM TO 3:35PM / Breakout Sessions

Lisa Ahrens, Senior Manager, Baker Tilly

Himanshu Sharma, Baker Tilly

As financial institutions consolidate and expand their market share, many are reckoning with the increased requirements under the Federal Deposit Insurance Corporation Improvement Act of 1991 (FDICIA). To prepare your organization, there are several key steps you can take on your journey to the $1 billion threshold to ensure compliance and a smooth transition for your team. Attend this session to learn about those key steps and more.

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Ben Zang, Senior Benefits Consultant, Transition Health Benefits

Every employment survey out there is pointing to attraction and retention of talent as a top problem for every employer. As priorities shift in employees' eyes, the playing field is leveling between small and big employers. The challenge for those small to midsize employers is how to keep themselves relevant in the conversation. Stuck between rising health care costs, inflation and the expectation that eight out of 10 employees consider a lack of health benefits a non-starter. This session will talk about how employers can bridge that gap and stay within budget.

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3:45PM TO 4:55PM / General Session

Boz Bostrom, Associate Professor of Accounting & Finance, College of Saint Benedict & Saint John's University

This session will provide participants with an update in business ethics issues. There will be a focus on learning from real-world ethical violations, including the attitudes of others related to ethics as well as laws and rules CPAs must follow along with the consequences of not doing so.

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4:55PM TO 5:00PM / General Session


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