Family-owned and Closely Held Bank Strategic Retreat

Eagle Ridge Resort & Spa, Galena, IL   Visit Website
Tuesday, August 24, 2021 - Wednesday, August 25, 2021   iCalendar Central Standard Time

Presented by the Wisconsin Bankers Association, in partnership with the Illinois Bankers Association, Iowa Bankers Association, and Minnesota Bankers Association.

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
  • Unique issues in estate & tax planning for bank shareholders
  • Capital raising and other current issues
  • Compensation considerations for family and non-family employees
  • Recurring strategic and legal issues unique to family-owned and closely held banks

View Agenda

$295 Attendee Includes all conference materials, meals, and refreshment breaks
$195 Guest Spouses and non-banker guests to join all the meal functions

To reserve your room, please call the resort directly at 1-800-892-2269, option 1, and mention the "Wisconsin Bankers Association" group rate (group number: 69644F). Room rate cannot be guaranteed after Tuesday, August 3, 2021, or once the block is full.

Golfing is available at the Eagle Ridge General Course with tee times at 10:10 a.m. on Tuesday, August 24 at the rate of $85/player plus taxes and fees. Please visit the Pre-Retreat Golf tab on the registration page for additional details on reserving your spot.

Reserve Your Seat Today

Eagle Ridge Resort & Spa   Visit Website

444 Eagle Ridge Dr.
Galena, IL 61036, US

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