Events
Upcoming Events Calendar
Benefit Builder
Thursday, September 14, 2026 | 8-8:30AM or 12-12:30PM
2026 CEO & Advisor Forum
Monday, October 19, 2026 10:30am - Tuesday, October 20, 2026 12:15pm | East Peoria, IL
Prepare for launch at the 2026 CEO & Advisor Forum, where we will chart a shared course toward stronger client relationships, smarter growth, and a future built on trust, innovation, and collaboration. This two-day event will explore the forces reshaping our industry, and leave you with the clarity, momentum, and mission-ready mindset needed to help your institution achieve its mission of growth.
Interested in being a sponsor and connecting with industry leaders? Contact our team at info@midwesternsecurites.com for sponsorship options.
This is a Midwestern Securities partner event only. RSVP link is in your Beacon.
Latest Insights
Doublin Named Chief Financial Officer of Midwestern Securities
Midwestern Securities has named Michael Doublin as the company’s Chief Financial Officer. Doublin joined the company in 2018 and served as the Director of Business Analytics prior to this promotion.
Johnson Named Chief Operations Officer of Midwestern Securities
Midwestern Securities has named Angela Johnson as the company’s new Chief Operations Officer. As Chief Operations Officer, Johnson will be responsible for leading and managing the Operations & Experience Team as they provide outstanding service to our partners and financial advisors.
Ep 35 – Banking on Growth: Coffee with KlariVis: Turning Bank Data into Actionable Growth
Community banks are sitting on data they aren’t using. Learn how KlariVis helps turn banking data into margin gains, deposit protection, and growth.
Taraboletti Named President of Midwestern Securities
Midwestern Securities has named Cassie Taraboletti, CFP® as the company’s new president. Cassie’s more than 20 years of experience fulfilling just about every role in our company has given her a great foundation to stand on as she steps into this important position.
Ep 34 – Banking on Growth with Nellie Schlachter: How Community Banks Can Defend the Full Wallet
Learn how merchant services have become a frontline defense for community banks. Explore how banks can protect deposits, relationships, and wallet share.