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

    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

    • 15 Apr 2026
    • 11:30 AM
    • Fleming's Prime Steakhouse & Wine Bar (15665 W Bluemound Rd, Brookfield WI 53005)
    Register


    Business Is Hard—Managing Cash Flow Shouldn’t Be 

    Businesses often struggle with management of cash flow, insights and fragmented tools. In this session, we will discuss how CashFlow Central is designed to deliver a single financial hub for small businesses, bringing together invoicing, bill pay, and real-time cash flow insights, all within the financial institution’s digital banking platform. 

    __________________________________________________________________

    Speaker

    John Moon - Client Growth Partner
    CashFlow Central, Fiserv

    John is a client growth and engagement leader with more than 25 years of experience, including 15 years at Fiserv focused on digital and payment solutions for financial institutions. He has played a key role in launching Fiserv’s faster payments and small business solutions, including CashFlow Central and Zelle, and is committed to enabling partner growth and success.


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

    Wednesday, April 15th, 2026


    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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