Banking
- Wisconsin Department of Financial Institutions
- Federal Deposit Insurance Corp.
- Wisconsin Bankers Association
- Community Bankers of Wisconsin
- Wisconsin Mortgage Bankers Association
- American Bankers Association
- Bankers Association for Finance and Trade
- Commercial Finance Association
- Risk Management Association
Mergers & Acquisitions
Wealth Management/Financial/Retirement Planning
- Financial Planning Association
- Financial Planning Association of Southern Wisconsin
- Investment Management Consultants Association
- National Association of Personal Financial Advisors (NAPFA)
Other
- Society of Financial Service Providers
- Small Business Administration
- State public awareness campaign
- Wisconsin Credit Union League
- CFA Institute
- CFA Society of Milwaukee
- Wisconsin Angel Network
