Family-Owned and Closely Held Bank Strategic Retreat

The Edgewater Hotel, Madison, WI  
Thursday, October 12, 2023 - Friday, October 13, 2023   iCalendar Central Standard Time

Presented by Wisconsin Bankers Association, Illinois Bankers Association, and Godfrey & Kahn, S.C.

This Strategic Retreat is designed to address the unique challenges and opportunities faced by family-owned or closely held banks. Timely educational content will be combined with plenty of networking so that you can walk away with action items and strategies to bring back to your bank. Led by an advisory board of bankers with ownership and/or management responsibilities, the retreat will feature up-to-date information in the following areas:

  • Peer-to-peer networking
  • State Residency
  • Examples of Intrafamily Ownership Transfers
  • Charitable Items
  • View Agenda

Banker Registration Information
The registration fee for bank attendees is $245/attendee, including all conference materials, meals, and refreshment breaks. Spouses and non-banker guests can register for $150/guest to join all the meal functions.

Register Here

The Edgewater Hotel  

1001 Wisconsin Pl
Madison, WI 53703-1302