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

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

     The One Big Beautiful Bill 

    The One Big Beautiful Bill is now law, bringing major tax changes that could reshape how you plan, invest, and grow your business. What should you be doing right now? What moves will set you up for success in the months and years ahead? Join SVA’s tax professionals as they break down the most impactful provisions of the bill and share practical insights to help you make informed decisions.

    Speakers: Cameron Cook, Director of Valuation Services, with SVA Certified Public Accountants and Daniel R. Glomski, Principal, with SVA Certified Public Accountants

    Cameron is Director of Valuation Services at SVA Certified Public Accountants, with over 25 years of experience in business and intangible asset valuations. He supports clients across a wide range of financial and legal scenarios, including M&A, estate planning, litigation, and financial reporting. Cameron holds multiple professional credentials, including ASA, CIA, and CDBV.

    Dan is a Principal at SVA Certified Public Accountants, specializing in valuations, litigation support, and strategic financial consulting. He helps business owners improve profitability, navigate succession and exit planning, and resolve disputes through tailored financial strategies. Dan holds certifications from AICPA and NACVA and serves as Treasurer for MBBI’s Wisconsin Board of Governors.

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

    Wednesday, October 22nd, 2025


    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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