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GSB-Madison Introduces Issues & Strategies for Family Owned Banks


May 14 - The Graduate School of Banking at the University of Wisconsin-Madison is pleased to introduce an all-new program. GSB’s Advanced Management Forum, Issues & Strategies for Family Owned Banks, will be held Oct. 29 through Nov. 1 in Madison, and will focus on the critical issues facing senior managers and directors at family owned banks. Topics of discussion will include

Attendees will gain new insights and perspectives from fellow leaders at other family owned banks, forming valuable connections to call upon long after the course concludes.

“Although all businesses are unique and the business model of each family bank is unique, there are many situations that are common to family owned banks that wouldn't appear on the radar at banks not owned by or employing family members,” said Katherine Jaeger, senior retail banking officer/chief marketing officers at Americana Community Bank in Maple Grove, Minn. Jaeger is among a group of GSB Banker Advisory Board members who have helped to design the program. “All of us volunteered to help due to a passion for both GSB itself and for family banking,” she said.

Mike Fleming with Litchfield National Bank in Litchfield, Ill., is another. “As a third-generation president and CEO, I hope to gain the management skills necessary to lead the bank to a successful future,” he said. “This program will be unique by really focusing on the dynamics of a family owned and operated financial institution in a highly regulated and competitive industry.”

Lead instructor Ann Kinkade has worked exclusively with family firms for more than 15 years, guiding companies of all sizes from many industries. In 2009, she launched Family Enterprise USA, the nation’s first non-profit advocacy group dedicated to addressing family enterprise image and public policy issues. America’s 5.5 million family businesses employ 64 percent of the workforce and generate 62 percent of our nation’s economic output, according to FEUSA.

“At the core of all family owned enterprises is a focus on long-term, sustainable growth,” said  Kinkade. “Banks are uniquely positioned to get to know their family business clients and their challenges. At the same time, it’s equally important for family owned banks to take the time to focus internally on the strategic decisions that will ensure their own continued success over generations.”

In its new format, the Advanced Management Forum – formerly the Senior Management Seminar – focuses on a particular theme over three days. Additional forums with other specific topics will be added over time. This new program is designed especially for owners of family owned banks, as well as their key non-family management and board members. Because family owners, key managers and board members are encouraged to attend together as a team, GSB offers a multi-participant tuition rebate when two or more participants from the same bank attend.

For more registration details, go to Participation is limited to 50 students and early enrollment is encouraged. For more information on the Graduate School of Banking and its mission of educating professionals and creating leaders in the banking industry, please visit or call 800-755-6440.