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

Upcoming events

    • 16 Oct 2024
    Register

    Annual Membership for the 2024-2025 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 2024-2025 annual membership fee is $500. 

    Meeting Dates: 

    October 16th

    November 13th

    December 18th

    January 15th

    February 19th

    March 19th

    April 16th

    May 21st

    • 16 Oct 2024
    • 21 May 2025
    Register

    Annual Membership for the 2024-2025 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.

    Meeting Dates: 

    October 16th

    November 13th

    December 18th

    January 15th

    February 19th

    March 19th

    April 16th

    May 21st

    • 16 Oct 2024
    • 11:30 AM
    • Fleming's Prime Steakhouse & Wine Bar (15665 W Bluemound Rd, Brookfield WI 53005)
    Register

     Economic Update 

    The Fed has finally begun its long awaited rate cutting process. Join us for a conversation on the Fed, the macroeconomic environment, and where the opportunities and risks lie in the upcoming market cycle.

    Speaker: Dylan Chun is a Director and Portfolio Manager for the Chief Investment Office (CIO) within Bank of America Corporation.

    Dylan Chun is a Director and Portfolio Manager for the Chief Investment Office (CIO) within Bank of America Corporation. He is responsible for managing firm discretionary multi-asset portfolios offered at Merrill and Bank of America Private Bank. Dylan graduated magna cum laude from the University of Southern California with a B.S. in Finance and holds the Chartered Financial Analyst® (CFA®) designation.

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

    Wednesday, October 16th, 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

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

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