Family-Owned and Closely Held Banks Strategic Retreat

Eagle Ridge Resort, Galena, IL   Visit Website
Tuesday, August 25, 2020 - Wednesday, August 26, 2020   iCalendar Central Standard Time

This event is designed to address the unique challenges and opportunities as a family-owned or closely held bank. Combined with plenty of networking, you will walk away with actual strategies to use in the bank.

Presented by Illinois, Iowa, Minnesota and Wisconsin Bankers Associations

Led by an advisory board of bankers with ownership and/or management responsibilities from Illinois, Iowa and Wisconsin, the retreat will feature up-to-date information in the following areas:

  • Actual banker stories and experiences
  • Retail banking growth strategies
  • Unique issues in estate and tax planning for bank shareholders
  • Compensation considerations for family and non-family employees
  • Wealth planning and investment options
  • Recurring strategic and legal issues unique to family-owned and closely held banks
  • Peer-to-peer networking

** Space is limited to the first 40 registrations. **

Social distancing guidelines will be followed. Appropriate attire is business casual.
$295 Member / Nonmember (includes materials, meals and refreshment breaks)
$195 Guest (meals only)

A room block is available at the Eagle Ridge Resort. Reservations must be made by Friday, August 21, to take advantage of discounted rates.

Take part in a round of golf on the beautiful and recently renovated Eagle Ridge South Course. Opened in 1984 and voted one of the top 75 upscale courses in the country, the South Course winds through a beautiful wooded valley where streams come into play on 11 of 18 holes. The $80 fee includes a cart. Tee times will be available beginning at 9:00 a.m. on Tuesday, August 25.

Full Details / Register Here

Eagle Ridge Resort   Visit Website

444 Eagle Ridge Dr.
Galena, IL 61036

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