Upcoming Events

Join us for our August Tap Tuesday!

Mark your calendars for our June Tap Tuesday event! Tap Tuesday is a casual networking social from 5:00–7:00 PM, featuring drinks on tap and snacks to share. No registration is required, simply sign in when you arrive, grab a name tag, and jump into the conversation. Join us on Tuesday, August 11th at Atico Lounge -  Click here   to add to your calendar. We look forward to seeing you and connecting over great drinks and even better conversation.

Join us for our September Tap Tuesday!

Mark your calendars for our June Tap Tuesday event! Tap Tuesday is a casual networking social from 5:00–7:00 PM, featuring drinks on tap and snacks to share. No registration is required, simply sign in when you arrive, grab a name tag, and jump into the conversation. Join us on Tuesday, September 8th at Rusty Bee Lounge - Click here   to add to your calendar. We look forward to seeing you and connecting over great drinks and even better conversation.

CFO Insights: Real Talk

We’re hosting a candid, deep-dive conversation on navigating the volatile macroeconomic landscape with one of the global healthcare industry's most influential and private corporate finance leaders: Tim Toepel, CFO of Epic Systems . Heena Agrawal, CFO of Duluth Holdings Inc., will moderate this exclusive session to dig into the "real talk" of what it actually takes to steer a global healthcare technology company today. We will dive into managing the capital allocation, campus infrastructure, and specialized workforce of a multi-billion dollar private giant, offering a real world application of corporate treasury and financial strategy. Connect face-to-face with Madison-area finance professionals in a private, unscripted setting. For top tier finance talent this offers an exceptional platform to learn from industry leaders and build professional connections.    To view the Speaker's Bio - click here!   Thursday, September 17th 5:30 - 7:30pm   Edgewater Hotel | Mendota Room 1001 Wisconsin Ave Madison, WI 53703   There is no registration fee for this event. Register Now!

Save the Date - Madison Investment Conference

Save the Date for the 14th Annual Madison Investment Conference to be held on Friday, October 2. As we have in the past, our goal is to bring together institutional and private wealth investors, pension fund professionals, leading academics, and investment consultants who will benefit by attending to discuss the important issues of today. 

Announcing CFA Institute's 30th Annual GIPS Standards Conference

Join CFA Institute at the 30th Annual GIPS® Conference in Philadelphia, PA.   Join us at the 30th Annual GIPS® Standards Conference, taking place10–11 November 2026 at the Loews Philadelphia Hotel. This milestone event will bring together investment performance professionals from around the world to explore the trends, challenges, and opportunities shaping the industry. Sessions will cover AI and its impact on performance measurement and reporting, private market developments, SEC examinations, GIPS Standards updates, and insights from the GIPS Standards Help Desk. Connect with peers and hear from leading industry and regulatory experts as they share practical perspectives and best practices. Click here for more information!