Events

Our exclusive Benefit Builder Workshop gives you the “secret sauce” to fully integrate the investment division into the institution to give customers a five-star experience. Through easy, actionable steps and relatable stories, we will teach leaders how to create a team culture built around benefiting the customers and community by working together. You will leave motivated to develop a proactive sales culture across the whole institution, from the tellers to the loan officers to the advisors and even the board of directors. For your convenience, we are offering two separate virtual sessions. This event is open to the public.

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.