2023 Business & Industry Fall Conference: Afternoon Sessions
Presenters
Kevin Schalk,
Partner,
Baker Tilly
Chad Schaefer,
Manager, Risk Advisory,
Baker Tilly
Jeremy Keil,
Financial Advisor & Owner,
Keil Financial Partners
John Minnich,
Founder & Executive Advisor,
Strategic Executive Advisory by John Minnich, LLC
Monica Weggeman,
Manager, Risk Advisory,
Baker Tilly
Overview
Sessions covered in this On-Demand replay of the Business & Industry Fall Conference:
Regional Bank Update
With recent bank failures, rising interest rates, margin compression and continued scrutiny by the regulators and general public, the banking industry is operating in an environment not seen since the Great Recession. Get the latest trends and hot topics, including lessons learned from the bank failures, use of data analytics to timely respond to the ever-changing markets and how to balance the needs of regulators and perceptions of customers when making business decisions to avoid knee-jerk reactions.
How to Combat the Biggest Risks to Your Retirement
Before you make any irreversible, once-in-a-lifetime decisions make sure you have all the facts about your own longevity, what to do with your Social Security and how to beat inflation. Thankfully, you have a lot more control over your future in retirement than you might think. Learn how to get the most out of Social Security, lower your lifetime taxes, get more interest on your cash and avoid the big mistakes most investors make.
Leadership Ethics
Integrity and trust are core to the accounting profession. As business continues to evolve and is increasingly more complex, so too are ethical situations. To maintain and broaden public confidence, members should perform all professional responsibilities with the highest sense of integrity. Join us to develop leadership skills while understanding and upholding ethics and professional conduct.
This session qualifies for 1.2 ethics credits toward fulfilling the ethics CPE requirement for CPA license renewal in Wisconsin.
NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
