Helping bankers stay ahead of change; embrace new solutions

The Wisconsin Bankers Association (WBA) is excited to announce that, for the first time in 2023, WBA members will have the opportunity to attend a full-day event dedicated to the value of FinTech and their strategic partnerships.

This one-day event, to be held on April 17 at Glacier Canyon Lodge & Convention Center, will not only feature two keynote sessions from Rafael DeLeon of Ncontracts and Charles Potts of the Independent Community Bankers of America (ICBA), but eight FinTech live demonstrations. Throughout the event, bankers will have the opportunity to hear from various FinTech service providers, watch 20-minute product demos, and network among both their peers interested in strategically partnering with

Compliance Column

(continued from p. 6) the Affidavit are true and correct. Unless the bank, for some reason, had actual knowledge that an affiant was lying or otherwise misrepresenting information (e.g., the affiant describes property as being under $50,000 but bank knows for a fact that the estate holds property over $50,000), then the bank is not required to verify the information beyond what the statute otherwise requires.

While the above serves as a brief overview of Wisconsin’s Transfer by Affidavit Form, there are some additional nuances worth considering which are beyond the scope and format of this article. However, WBA recently created a Transfer by Affidavit Guide which goes into greater detail regarding the form, who may use it, how it may be

APRIL

» Visit wisbank. com/FinTech to learn more or to register for the FinTech Showcase.

FinTech providers and a variety of FinTech vendors.

Inspired by the one-hour FinTech Showcase held at WBA’s 2023 Bank Executives Conference, this event will allow attendees to stay up to date on solutions related to the industry, expand their networks, and see for themselves how various solutions may impact their bank.

“With the rate our industry continues to evolve, it is critical that bankers are armed with the resources and technology to stay competitive,” said WBA President and CEO Rose Oswald Poels used, along with a discussion of the law, step-by-step instruction for reviewing the form, and a question-andanswer section. This guide may be found on WB website within the compliance resources section at com/resources/compliance

For any questions regarding the Transfer by Affidavit Form, or other topics, contact WBA legal at wbalegal@wisbank. com or 608-441-1200. Additional compliance resources, including Q&A’s, can be found by visiting wisbank.com/ resources/compliance.

Birrenkott is WBA director –For legal questions, please email wbalegal@wisbank.com

Note: The above information is not intended to provide legal advice; rather, it is intended to provide general information about banking issues. Consult your institution’s attorney for specific legal advice or assistance.

“In hosting an event specifically to assist WBA members in navigating the opportunities FinTech partnerships offer, our Association is confident bankers will find value both in expanding their networks, but also leave inspired and prepared to gain efficiencies through the greater use of technology in bank operations.”

To take full advantage of the busy day, WBA members are encouraged to register a small group to visit and view demos by eight FinTech providers showcased during the event and meet with several others in the exhibit hall. As part of this, those who register two banker attendees will receive a free registration, including all meals and sessons, for a third banker.

Registration for the inaugural full-day FinTech Showcase event is open now! Learn more and view the full agenda now at wisbank.com/ FinTech Vendors and FinTech providers will be updated on the registration website as they are selected by the event advisory committee.

ICBA Services Network is a WBA Gold Associate Member. Ncontracts is a WBA Associate Member.

Selection of these companies is not an endorsement by WBA for their products or services.

April 17, 2023

Wisconsin Dells

» 2 Keynote Presentations

» 8 Live Demos (20 minutes each)

» Showcase Hall open all day for networking and one-on-one conversations

» Team Pricing: first 2 bankers: $50/each third banker: Free

» wisbank.com/FinTech

Members go “All In” at 2023 WBA Bank Executives Conference

Over 500 attendees gathered in Wisconsin Dells for the annual WBA Bank Executives Conference, “Bank Execs,” February 8–10 in Wisconsin Dells. Bank Execs is the largest banking event in the state and this year included global keynote speakers, eight breakout sessions, and many networking opportunities. Several prestigious awards were presented at the conference, including Banker of the Year, the Wisconsin Bankers Foundation Financial Education Innovation Award, 50-Year Club inductions, and Gold Triangle and BIGG advocacy recognition.

This year’s conference theme was “All In,” which alludes to concepts that are highly relevant in Wisconsin’s banking industry today.

First, bankers are “all in” for the prosperity of their communities. It is of great importance to everyone in the industry that the places where they live and work are welcoming and inclusive. Second, bankers are “all in” for the future of their profession. Dan Peterson, president and CEO of The Stephenson National Bank & Trust, Marinette, has focused on member engagement during his tenure as 2022–23 WBA Board chair and encouraged fellow WBA members to take advantage of all that WBA has to offer — from advocacy and professional development to compliance and vendor services.