Private Banking Executive Roundtable $200*

Waukesha State Bank N16W23321 Stone Ridge Drive
Waukesha, WI 53072
Online Registration

Private Banking Executive Roundtable

June 6-7th, 2024

(Thursday, June 6th @ 12pm -Friday, June 7th  @ 4:30pm)

Waukesha State Bank ●  N16W23321 Stone Ridge Drive  ●  Waukesha, WI


Message from Roundtable Host: Ron Jahnke, Private Banking Officer at Waukesha State Bank:

” I hope 2024 has started well for you. If you are like me, we are all working hard to not only provide our Private Banking clients with the best financial solutions and services, but to also grow our institution’s revenue. Working for a smaller bank has many great advantages, however, sometimes I feel like I am on a (Private Banking) island with no one to exchange ideas with. Pohl Consulting and Training Inc has previously hosted an annual Private Banking Executive Roundtable, which has proven to be extremely valuable as all Private Banker attendees were able to share best practices, challenges, and unique ideas to help grow our respective businesses. Unfortunately, these roundtables have not occurred the past two years. I would like to kick this off again, and I have agreed to host the 2024 Private Banking Executive Roundtable in Waukesha, WI. I’m hoping that you can carve out two days to meet with other Private Banking peers and take away some new ideas. I look forward to having you join us.”

Could you use a brainstorming session with experts and peers?  Do you ever wish you had someone who could be a source of new ideas?  We all need inspiration, help or support somewhere along the line.  This annual gathering of Private Banking Executives is unlike any other event you might attend.

Here’s why this is the most valuable conference you’ll attend this year:
  • You’re meeting in an informal but structured virtual setting with colleagues from across the country.
  • Everyone shares ideas and asks questions of one another. Get specific answers from people who have shared similar experiences. Find out what your peers are doing – and why.
  • Take home 15 to 30 “new” ideas!

Past participants in our Roundtables and Forums agree the “take-away ideas” are immediately applicable and invaluable.

There will be a Pre-Session Request for Information for Networking Data which would be shared with participants.

Topical Agenda Ideas for roundtable discussions that have been suggested include:

  • Where does Private Banking fit in your organization? How does that work?
  • Role of PVB in Business Development for Wealth? For Loans?  For Deposits?
  • PVB Goal Setting/Scorecards?
  • Role of PVB – Service or Sales?
  • Role of PVB – Relationship Manager for Wealth or Business Banking Clients?
  • Compensation for PVB Bankers?
  • Compensation for PVB Managers?
  • Staff Development Ideas? What do they need most? Where do you get it?
  • PVB Client Segmentation?
  • PVB Fees / Revenue Generation Ideas?
  • Partnering with lines of business – Overcoming Resistance?
  • Unique Loan Solutions for PVB Clients?
 The Executive Roundtable is the best investment you make all year- only $200. Register now for an inspiring and stimulating experience- mark your calendar. Register by mail, scan and email, fax, or go online to We will provide a link to a recommended hotel upon receipt of registration. The registration fee will be invoiced 30 days prior to the event.


Please email Loyd Pohl, CEO, if you have any questions: