May Meeting: Banking Panel


Meeting Registration Now Open! Click Here to RSVP! 

Event Overview:
A panel discussion on bank regulation, how you can evaluate your own bank's financial performance, plus solutions banks offer to protect all deposits over FDIC Insured limits.  Join us as we welcome three distinguished panelists.

First, you will hear from the Wisconsin Department of Financial Institutions Secretary-designee, Cheryll Olson-Collins.  She will offer a high level overview of the basic structure of financial institution oversight and she will share the DFI’s role in regulating Wisconsin banks. Who's in charge of who and how are the rules enforced?  
 
Next, you will hear from Josh Hoesch who is the South Central Wisconsin Market President at First Business Bank.  Josh will share insights about how banks manage their balance sheet, discuss what went wrong with recent bank failures and offer some tips to evaluate your financial partners. 
 
Lastly, Melissa Fellows, SVP and Managing Direct of Treasury Management for First Business bank will share solutions banks offer that extend FDIC Insurance coverage beyond the standard limits. Examples of such products are CDARS, IntraFi, Reich & Tang, and cash sweeps.

CLICK TO RSVP!
We are opening registration to welcome more than 2 guests per member so please feel free to invite your CEO and/or other guests from your finance or treasury teams. Registration closes Thursday, May 4th. 

Meeting Date: Wednesday, May 10th 
Event Agenda: 

8:00 am - 8:30 am:  Networking 
8:30 am - 9:30 am: Panel Presentation

Meeting location: Zoller Training Center at Findorff 

Parking: there is plenty of free surface parking. When you pull into the parking lot, the event entrance will be towards the back of the building on the left and the door will be marked.


Speakers

Melissa Fellows

SVP - Managing Director of Treasury Management
First Business Bank

Josh Hoesch

President – South Central Wisconsin Market
First Business Bank

Cheryll Olson-Collins

Secretary-designee
Wisconsin Department of Financial Institutions

Credits

1.00 CPE
Basic

Method

group-live

Field

Finance, Technical

Prerequisites

None

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.