Family-Owned and Closely Held Bank Strategic Retreat

The Edgewater Hotel, Madison, WI  
Thursday, October 13, 2022 - Friday, October 14, 2022   iCalendar Central Standard Time

Presented by the Wisconsin Bankers Association, the 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
  • Recent family-driven planning & transactions
  • Estate planning and related regulatory issues
  • Valuation trends
  • Tools for wealth planning 
  • Banker Registration Information

View Agenda

$245 Attendee Includes all conference materials, meals, and refreshment breaks
$150 Guest Spouses and non-banker guests to join all the meal functions

Associate members who are interested in attending this event are invited to register as a sponsor at $1,500. Please contact Nick Loppnow with any questions.

Room Block Rate: $269/night plus taxes and fees.
Guests may reserve their rooms by September 15th, 2022 to secure the discounted room rate. After this date, we cannot guarantee the discounted rate.
Please call 608-535-8200 and ask for the GWBA101322 block rate or book online  if you would like to reserve a room!
The booking link will automatically generate the arrival date to the first day. From there, guests will be able to adjust the check-in & check-out dates to accommodate their stay.

Reserve Your Seat Today


The Edgewater Hotel  

1001 Wisconsin Pl
Madison, WI 53703-1302

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