Explore the economic and market post-pandemic landscape through a series of important charts. This session will review inflationary forces, fiscal policy observations, employment trends, housing and interest rates. By the end, you will know how to frame the current structure of the stock market by examining valuation and earnings.

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Session will be determined from one of the following, based on the number of in-person registrations for this breakout session time frame:

Advanced Excel: Hidden Secrets & Gems

Dive into the powerful -- yet often underutilized -- capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this session encourages you to challenge the status quo by taking ordinary spreadsheets to the next level.

Preparing for the Next Chapter: Navigating Business Exits, ESOPs & Ownership Transitions in Wisconsin

FACT: 100% of business owners will transition out of their companies. Join industry experts as they break down the real-world factors that make -- or break -- a successful business transition, offering practical insights on deal factors, exit paths and planning decisions that shape stronger outcomes for privately held businesses.

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Session will be determined from one of the following, based on the number of in-person registrations for this breakout session time frame:

Employment Law Update

Navigate the complex landscape of employment laws in 2026 with confidence. This session will highlight the most impactful developments from last year.

Modern Finance, Smarter Tools: Practical AI for Decision-Makers

In a world where finance teams are still stitching together pivot tables and manual charts from ERP exports, there's a smarter, faster and more strategic way forward. Explore how today's finance leaders can harness the power of AI and modern data tools to elevate reporting, forecasting and decision-making. This session will highlight real-world, practical applications of AI designed specifically for CFOs and finance professionals. Whether you're Excel-savvy or just tech-curious, this session will open the door to what's possible when you streamline your data flows and embrace AI for finance.

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Session will be determined from one of the following, based on the number of in-person registrations for this breakout session time frame:

Decoding Automation: From Ideas to Reality

In an era of tight margins and workforce challenges, automation is no longer optional. This session is designed for financial leaders who need to drive operational efficiency now. Learn the fundamental tools and strategies to relieve margin pressure, solve labor shortages and remain competitive. Move beyond theory and learn how to build a practical, results-driven automation blueprint for your organization.

GAAP Alternatives: Finding a Safe Harbor in the Perfect Storm of Accounting Updates

Companies operating in today's business climate are weathering a storm of major FASB updates. Businesses and their advisors may want to consider non-GAAP options as they develop strategies involving revenue recognition, leasing, credit losses and other FASB pronouncements. This session will provide an overview of special-purpose frameworks that may present salient alternatives to GAAP for certain entities.

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Session will be determined from one of the following, based on the number of in-person registrations for this breakout session time frame:

Cash Management: Day-to-Day Best Practices

You may not currently manage cash, but cash management skills are likely to affect your future advancement. Poor liquidity kills organizations, but strong liquidity allows them to grow. This session will help you develop your cash management skills to make you indispensable.

Financial Wellness & Education as a Company Benefit: Engaging Younger Demographics & Supporting Your Total Workforce

In today's evolving workplace, financial wellness has emerged as a key pillar of overall employee well-being. This session will explore how organizations can integrate financial education and support into their benefits strategy to meet the diverse needs of a multigenerational workforce -- especially the growing population of younger employees. Gain insights into why financial literacy matters now more than ever, how it impacts retention and productivity and what innovative programs companies are using to drive engagement. This session will equip you with actionable strategies to make financial education a meaningful, measurable part of your company's total rewards offering.

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Session will be determined from one of the following, based on the number of in-person registrations for this breakout session time frame:

Build Better Budgets: Fundamental Techniques & Best Practices

Enhance the preparation and utilization of your budgets with a renewed understanding of popular techniques and fundamental budgeting concepts. In this session, you will develop an appreciation for the holistic nature of budgeting as an integral tool for planning and control.

The Power of Culture

Culture isn't what's written on the wall; it's what happens in the hall. It's the daily behaviors, choices and interactions that shape how your team feels, works and stays. This interactive session will break down what culture really is (and isn't), explore why it's the strongest lever for retention and uncover how intentional culture-building drives engagement, trust and performance. You will walk away with a clear action plan to build the culture you want.

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At some point in their career, every financial manager will face the choice of doing the right thing or taking the easy way out. Skillful handling of an ethical conflict can make a big difference in your career's trajectory. Learn how to turn a situation around and get others to do the right thing.

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