Financial Institutions Conference (VIRTUAL)

This session is available to registrants only.

Speaker: Dr. Tom Root, Ph.D. | Drake University

In a rapidly shifting economic landscape, staying informed is essential for sound decision-making. This session provides a timely overview of the current economic environment, with a focused look at how key domestic and global issues are shaping the U.S. and international economies over the next 6 to 12 months. Examine the major forces influencing growth, inflation, interest rates, labor markets, and global markets, while highlighting emerging trends that may present both risks and opportunities in the near term.

Credits: 1.2 - Economics

This session is available to registrants only.

Speakers: Rachel Scheve | Partner | RSM US LLP

Kimberly Wernimont | Senior Tax Director | RSM US LLP

Gain insight on the latest tax laws and regulations impacting the financial sector. Learn key perspectives and best practices for compliance, risk management and tax planning. Discover practical takeaways to stay informed to navigate the complex tax landscape facing financial institutions today.

Credits: 1.2 - Taxes

This session is available to registrants only.

Panelists:

• Derek Baker | EVP, Growth and Innovation | Mills Marketing
• Ben Currie | CFO | TruBank | Moderator
• Tim Dively | National Digital Director | CLA
• Shawn Laird | IT Director | Federal Home Loan Bank of Des Moines
• Brendt Lauck | Manager, Risk Advisory | Eide Bailly

Have you started using AI- or are you just beginning to think about it? Hear from industry leaders on practical ways financial institutions are putting AI to work - from accounting and operations to marketing and everything in between. The panel will share real-world examples, lessons learned and insights into how to move from curiosity to confident implementation.

The session will also cover the basics of getting started, including security and privacy considerations, ethical responsibilities and governance best practices. Walk away with a clearer understanding of how to develop an AI policy, where AI can create immediate efficiencies, and how to evaluate the different large language models (LLMs) available - both free and paid - to drive innovation responsibly in your institution.

Credits: 1.2 - Information Technology

This session is available to registrants only.

Panelists:

• James Johnson | Superintendent | Iowa Division of Banking
• Chad Jorgensen | Senior Supervision Manager | Federal Reserve Bank of Chicago
• Chris Kumpf | Senior Examiner | Iowa Division of Credit Unions
• David Redenbaugh | Field Supervisor | FDIC
• Jenna Siberz | Audit Partner | KPMG | Moderator

Hear from industry experts on the current and emerging regulatory landscape. This interactive panel discussion will cover a wide range of topics, including changes in the regulatory environment, updates on regulatory compliance requirements, emerging risks and opportunities, and the role of technology. The panelists will share their views on best practices for managing regulatory compliance and strategies for staying ahead of regulatory changes.

Credits: 1.2 - Specialized Knowledge

This session is available to registrants only.

Speaker: John Higgins | Higgins Advisory LLC

Generative AI is transforming the way professionals work, but with its power comes real ethical responsibility. This session explores the ethical implications of using generative AI and the practical steps organizations and individuals must take to use it responsibly. Examine common risks and dilemmas related to data privacy, security, regulatory compliance, and professional standards, while learning how to navigate them with confidence. Leave with a clearer understanding of how to implement generative AI in a way that is compliant, secure, and aligned with ethical best practices - without slowing innovation.

Credits: 1 - Behavioral Ethics

This session is available to registrants only.

Speakers:

• Jamie Cornish | Chief Audit Executive | Federal Home Loan Bank of Des Moines
• David Heneke | Principal | CLA
• Michael Yung | Controller | West Bank | Moderator

What are internal auditors really seeing across the banking industry? This engaging session brings together audit professionals to share candid insights into common challenges, recurring issues and emerging trends. Explore areas such as model validation, audit thresholds, and how those thresholds can impact the level of service required from accounting firms. Gain practical perspectives to better understand audit expectations, avoid common pitfalls and strengthen organizational processes.

Credits: 1.2 - Auditing

This session is available to registrants only.

Speakers: Adam Gregg | President and CEO | Iowa Bankers Association

Jenica Lensmeyer | Vice President, Marketing and Industry Relations | Iowa Bankers Association

Session description coming soon

Credits: 1 - Specialized Knowledge

This session is available to registrants only.