We want to hear from you! Have an idea for a presentation topic or speaker? Email vp@wiafp.org

Upcoming events

    • 18 Sep 2022
    • 26 Apr 2023
    Registration is closed

    Annual Membership for the 2022-2023 WIAFP Lunch Meetings


    The Wisconsin Association for Financial Professionals (WIAFP) welcomes membership from both corporate practitioners and service providers. Our diversity stems from having members from a variety of Wisconsin-based corporations and from organizations who provide cash management and treasury solutions within the Wisconsin market.

    We hold monthly meetings from November to April. Meetings cover topics such as cash management systems, economic issues, cash forecasting, finance, banking regulations, industry trends and updates, cyber-security, and best practices. The 2022-2023 annual membership fee is $350. 

    Meeting Dates: 

    Wednesday, November 9th

    Wednesday, December 14th

    Wednesday, January 18th

    Wednesday, February 15th

    Wednesday, March 15th

    Wednesday, April 19th

    Social Event - May/June

    This year we will be going back to our in-person lunch meetings at Flemings, in which lunch will be included with your membership. 

    Your annual membership will include all lunch meetings along with the end of year social event. 
    • 14 Dec 2022
    • 11:30 AM
    • Fleming's Prime Steakhouse & Wine Bar (15665 W Bluemound Rd, Brookfield WI 53005)

    Efficient Bank Account Administration Solutions

    Administration of bank accounts is complex in any company.  Creating and closing accounts, changing signer access, and providing accurate/timely/curated data to various internal groups (i.e., business lines, business development, tax, audit, treasury) can be extremely time consuming. Controlling and protecting bank account data and related personally identifiable information is also critical.  Inexpensive and task-specific cloud-based solutions are available to securely manage these complex workflows, and such systems can integrate with and complement existing treasury management software. Please join Greg Morris from TreasuryGo as he discusses how cloud-based account administration tools are driving improved efficiency, accuracy, and data security in account administration, and how such systems are poised to facilitate straight-through-processing of account administration tasks directly with banks.

    Speaker: Greg Morris, CEO TreasuryGo Inc

    **Please note that the presentation will start at 11:45am 

    Wednesday, December 14th, 2022 

    Registration & Networking 11:30am 

    Presentation and Q&A - 11:45am - 12:45pm 

    Lunch: 12:30pm-1:15pm

    Lunch will include salad, your choice of entrée options, sides , and dessert

    Flemings will be serving their "Dazzling Holiday Lunch"

    Location: Fleming's Prime Steakhouse & Wine Bar

    15665 W Bluemound Rd, Brookfield WI 53005

    A few reminders…

    • Unable to attend a meeting for which you have registered? Substitutes are welcome! Otherwise, we ask that you cancel your registration or send an email to secretary@wiafp.org
    • Have an idea for a presentation topic or speaker? Email vp@wiafp.org
    • General questions or comments about WIAFP? We want to hear from you! Email info@wiafp.org
    • Registration closes 48 hours before event. (Monday, December 11th at 2:00pm)

Lunch Meeting Venue

Fleming's Prime Steakhouse

Brookfield Square

15665 W Bluemound Road

Brookfield WI 53005

General questions or comments about WIAFP? We want to hear from you! Email info@wiafp.org

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