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2023–2024 Year in Review

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2023 I 2024

YEAR IN REVIEW President's Message This was a landmark year for Wisconsin’s banking industry. Our major advocacy win — achieving a state tax exemption on certain agricultural and business loans under $5 million — was a testament to the perseverance of Wisconsin Bankers Association members over many years. It is energizing to see the many tangible ways our industry benefits when we work together as an association. It is our goal at WBA to serve our state’s banks and bankers as the “goto” resource for advocacy, education, and products and services. I am proud to say that WBA earned a “Top Workplaces” distinction from the Wisconsin State Journal this year, which reflects the dedication of our staff to the highest levels of positivity and professionalism. Just like our members, WBA staff is committed to the success of the banking industry and to the prosperity of the Wisconsin communities we call home. Thank you for your membership in WBA. The people are truly what make all the difference; your support and active involvement ensure that our institutions will continue to be pillars of thriving communities. Rose Oswald Poels WBA President and CEO

Outgoing Chair’s Message

Over the past year, we, as an association, have focused on a theme of “inspiration.” Whether it be getting involved in advocacy, taking advantage of educational opportunities to grow your expertise, or promoting careers in banking to support our industry’s talent pipeline — this “Year in Review” makes it clear to see that WBA members felt the spark and got involved. As I look ahead to my retirement, I am confident that the next generation of bankers is in a strong position to continue the success of our industry. I hope those who continue in this profession find as much enjoyment and fulfillment as I have had. Thank you to WBA for the honor of serving as Chair and for your steadfast support of Wisconsin’s banking industry. Donna Hoppenjan 2023–2024 WBA Chair Mound City Bank, Platteville, President and CEO

Our Mission: We actively advocate for, educate, and support our members to help them positively impact the Wisconsin communities they serve.

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