Corporate Resource Groups

Driven by a shared commitment to achieving great outcomes for our clients and firm, our Corporate Resource Groups (CRGs) use their specialized expertise to enrich the ways our businesses serve clients. This past year, CRG teams pooled their efforts to create thoughtful initiatives aimed at empowering our clients, associates and firm.

Staying Ahead of Fraud in an Ever-Changing Landscape

Protecting our client and firm data is a top priority at Baird and a shared responsibility that brings together multiple CRGs. Our Compliance and Risk Management teams work closely together to navigate regulatory requirements and industry risks. Together, they stay up to date with fraud trends, identify and mitigate potential scams and partner with Legal to develop strategic response plans. These efforts often extend to Finance and Operations, where teams share insights into their processes and work together to strengthen controls and governance – especially around fraud prevention. Risk’s internal audit team is key for testing these controls and ensuring they function as intended.

In a world where bad actors continue evolving their tactics, Compliance and Risk expanded awareness campaigns and educational efforts to protect both associates and clients in 2025. Compliance focused on creating materials to protect vulnerable adults from fraud, and Risk led Cyber Awareness Month in October. On top of that, Risk participated in webinars for Private Wealth Management clients on protecting personal information and managing digital identities. In 2025, these CRGs worked collaboratively and proactively to advance firmwide protections – and safeguard what matters most.

Bringing Our Culture to Life

This summer, we hosted the 2025 Baird Re:Union in our headquarters city of Milwaukee – a three-day event designed to foster connection across our 200-plus locations. Led by our Corporate Events and Culture & Experience teams and supported by every Baird CRG, Re:Union brought together 7,700 associates, former associates and guests to celebrate our people and strengthen firmwide connections. To bring this to life, the teams activated the Baird Center, coordinated with 29 Milwaukee-area hotels and capped the experience with a closing celebration at Henry Maier Festival Park.

Through educational sessions, networking opportunities and community initiatives, the Culture and Corporate Events teams worked closely together to organize unique experiences authentic to Baird’s culture. Associates and guests experienced The Baird Way firsthand, along with the values that make our firm unique – ultimately making Re:Union a true testament to our commitment to our clients, communities and one another.

Central to Re:Union was our 2025 Annual Meeting – a celebration of our identity, values and collective achievements. Leaders shared authentic sentiments about what makes Baird special, associates were honored for service milestones and awards, and our newest shareholders were welcomed with the “shareholder shake” – a tradition highlighting our unique dedication to firmwide employee-ownership. Every detail was thoughtfully designed to foster meaningful moments and showcase the Baird Difference.