Community + Events
Regional meetings, roundtables, and networking opportunities for WISE members.
1Q 2023
Annual Member Meeting
At our annual meeting, we will be presenting data from our Performance Assessment, and as always you will have a chance to network with and speak on key topics with your industry peers. Attendees represent bank wealth managers and trust companies of all sizes from across the United States.
JUNE
2021
Member Meeting
Our yearly meeting comprised of bank wealth managers and trust companies of all sizes from across the United States. Broken up into smaller roundtables, attendees are able to speak on a variety of strategic and operational issues impacting their firm.
DEC 2021
Wealth Finance Forum
A small group video conference for experienced wealth management finance professionals. Please contact us if you wish to learn more about future sessions.
JUNE 2021
Wealth Finance Forum
In 2020 we took advantage of rapid video adoption to pilot a virtual networking group for finance professionals who support wealth management. This session focused broadly on the financial and strategic implications of the pandemic.
SEP
2021
Virtual Member Meeting
Our yearly meeting comprised of bank wealth managers and trust companies of all sizes from across the United States. Broken up into smaller roundtables, attendees are able to speak on a variety of strategic and operational issues impacting their firm.
NOV 2020
Wealth Finance Forum
This session of the WFF focused on retention, with discussion around key questions such as:
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How are firms tracking retention and attrition (who is responsible, methodological strengths and weaknesses)?
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How are firms using retention data to manage attrition risks?​
JULY 2020
Wealth Finance Forum
The inaugural session of a small group video conference for experienced wealth management finance professionals. In this session, discussion focused on growth and new client acquisition.