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

Upcoming events

    • 27 Sep 2025
    • 24 Jun 2026
    Register

    Annual Membership for the 2025-2026 WIAFP Lunch Meetings

    JOIN TODAY!

    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 October to May. 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 2025-2026 annual membership fee is $500. 

    Meeting Dates: 

    October 22nd

    November 19th

    December 17th

    January 14th

    February 11th

    March 18th

    April 15th

    May 20th

    • 17 Dec 2025
    • 11:30 AM
    • Fleming's Prime Steakhouse & Wine Bar (15665 W Bluemound Rd, Brookfield WI 53005)
    Register

    Protect Your Business: BBB Insights & Current Trends


    Join us for an informative session focused on safeguarding your business and brand.

    Speakers: Lisa Schiller, Senior Director of Investigations and Media Relations for the Better Business Bureau and Lyneen Fischer, Vice President of Security for North Shore Bank. 

    Topics Covered:

    • BBB and Business Scams: Learn how to identify and avoid common scams targeting businesses.
    • Current Trends & Protection Strategies: Discover the latest trends and practical ways to protect your business and brand in today’s market.

    Lisa Schiller is the Senior Director of Investigations and Media Relations at the Better Business Bureau Serving Wisconsin. With degrees in Communications and Criminal Justice from UW-Milwaukee, she has extensive experience in consumer education, fraud investigations, and media outreach. Lisa is an Emmy Award winner and has earned multiple national and state honors for investigative work and media engagement. She actively serves on fraud prevention task forces and has completed several law enforcement and financial fraud training programs.

    Lyneen has been with North Shore Bank for 43 years, now leading efforts to protect businesses and consumers from fraud and scams. She’s passionate about helping people stay safe and informed and stays active in groups like WAFI, IAFCI and FAST TEAMS to stay ahead of emerging threats.


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

    Wednesday, December 17th, 2024


    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


    Location: Fleming's Prime Steakhouse & Wine Bar

    15665 W Bluemound Rd, Brookfield WI 53005

    We would encourage members to email us at info@wiafp.org with any questions they would like to ask, or with any topics that they would be interested hearing about. 

    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. 

Lunch Meeting Venue

Fleming's Prime Steakhouse

Brookfield Square

15665 W Bluemound Road

Brookfield WI 53005

Thanks to Citizens Bank for being our 2025 Conference Sponsor! 

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

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