2026 Credit & Liquidity Conference

Join us for our annual fireside chat on Thursday, April 30 from 9 a.m. - 4:15 p.m. Gain valuable perspective on navigating today's financial landscape from a distinguished panel of bankers, attorneys, investment bankers and private equity investors.

Enjoy an extended networking lunch during the program to connect with industry leaders. Then stick around for dinner with us downtown at Mo's Steakhouse.

A Preview of the Day

Check-in and networking begin at 9 a.m., along with specialty lattes and a cold brew coffee bar, followed by programming at 10 a.m.

Featured Sessions:

• Keynote
  Rebecca Gries - Milwaukee 7
  Gale Klappa - Milwaukee 7 / WEC Energy Group
   
• Credit Scor(ing): Bank Credits and Outlook
  Kevin Kidd, Managing Partner – Red Hills Holdings
  Kyle Manny, Partner – Plante Moran
  Robert Milam, Managing Director – Summit Investment Management
   
• Chasing Liquidity: Funding Strategies
  Jon Bauer, Vice President – Johnson Financial Group
  Ed Sloane, Consultant – First Business Bank
  Thomas Underkofler, Senior Vice President & CIO – Bankers’ Bank
   
• Partnering with Private Capital to Manage Your Portfolio
  Rahul V. Shah, Managing Principal – Sherpa Capital Group
  Brent Truscott, Partner – Bloomfield Capital
   
• What a Shareholder Wants; What a Shareholder Expects (From Your Bank)
  John Devine - Milwaukee Capital, Inc.
  Doug Howe, SVP, Treasurer – Byline Bank
  Christopher Marinac, Director of Research – Brean Capital, LLC
  Kevin Roth, Senior Portfolio Manager – Black Maple Capital
   
• 2026 Business Lending and Challenges
  Garett Figueroa, Senior Vice President – Associated Bank
  Ben Sabraw, Managing Director – SMS Financial, LLC
  Norb Schiek, Senior Vice President – Associated Bank
   
• An Old Tool is Back on Tool Belts: Note Sale Strategies
  John Arnold, Vice President – Old National Bank
  Kevin Twomey, Senior Vice President – Directed Capital
  Jon Winick, CEO – Clark Street Capital

Who should attend?
We curate our annual Credit & Liquidity Conference to lenders, banking professionals, and private credit leaders.
 

Register