Education & Events

In partnership with Godfrey & Kahn, S.C. and the Wisconsin Bankers Association, we are excited to announce that registration is now open for our fall Family Owned and Closely-Held Bank Strategic Retreat!

Join us for this exclusive strategic retreat in Madison, WI, beginning at 4:00 p.m. on Thursday, October 10, followed by an evening reception and networking dinner. Friday's agenda will include breakfast and morning sessions, with the retreat adjourning by 11:30 a.m.

This unique event will bring together leaders and key decision-makers from institutions like yours to explore the distinct challenges and opportunities that come with family ownership and closely held structures. Over the course of this retreat, you’ll gain valuable insights into effective strategies for growth, succession planning, and governance while driving business success. 

This is more than just a conference; it is an opportunity to network with peers, share experiences, and build lasting connections with fellow bankers who understand your unique perspective.

Retreat Sessions will include:

• Community Bank Valuation Update – Paul Ouweneel, CFA, CPA, CFP, Wipfli LLP
• Recurring Strategic and Legal Issues Unique to FOCH Banks – Peter Wilder, Godfrey & Kahn, S.C.
• Compensation and Benefit Strategies for FOCH Banks – David Fritz and Pat Marget, Executive Benefits Network
• And plenty of time for discussion and networking with your banking peers

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.

Find the full details online on the event website.