Financial Institutions Conference (VIRTUAL)
Tuesday, May 20
9:00am - 5:25pm
Online
8.00 Credits
Member Price $300.00
Price will increase by $50 after 5/7
Non-Member Price $360.00
Price will increase by $50 after 5/7
Overview
*IMPORTANT: This is a virtual conference being run in partnership with the Iowa Society of CPAs
The ISCPA Financial Institutions Conference brings together CPAs and other professionals working in or with the banking industry to discuss the latest trends, innovations and challenges facing the industry today. Gain valuable insights, connect with industry leaders, and expand your network.
Please note that the Class Pass does not apply to this program.
Objectives
To provide the latest information on accounting and financial issues affecting financial institutions.
Designed For
CPAs and financial professionals working in or with financial institutions.
Notice
By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.
Tuesday, May 20
General Session
- Welcome comments
This session is available to registrants only.
General Session
- Navigating the Future of Banking: Industry Leader Perspectives
Join industry leaders as they share key insights and perspectives on the challenges and opportunities facing financial institutions today. The discussion will cover a variety of topics pertinent to the banking industry.
Panelists:
• James Livingston | CFO, Federal Home Loan Bank
• Adam Snodgrass | CEO, Iowa State Savings Bank
• Heather Stumpf | CFO, GreenState CU
• Mitch Van Kley | Controller, Iowa Bankers Insurance and Services (moderator)
Credits: 1.2 - Specialized Knowledge
This session is available to registrants only.
General Session
- Managing Through a Fed Easing Rate Cycle: Strategies to Consider Now and Common Mistakes to Avoid
Now that the longest duration inverted yield curve in history is behind us, an unusual yield curve scenario has emerged, reminiscent of 1995. The good news, margin relief is finally here, and the earnings outlook has greatly improved. The bad news is the shiny red object (unrealized losses) in the balance sheet has turned negative. Take advantage of the yield curve now before the inevitable happens. Recession, soft landing, or hard landing ahead? No one knows. Be prepared for continued uncertainty and volatility and let clarity drive decision-making. This session will explore strategies to help banking professionals navigate through this new rate environment and what potentially lies ahead.
Strategies will include lending, investments, deposits, the role of wholesale funding and derivatives (hedging and role in driving loan growth), and much more. Creating the right perspective, looking through the right lens, and enabling the right conversation at ALCO have never been more critical.
Speaker: Frank Farone | Darling Consulting Group
Credits: 1.2 - Finance
This session is available to registrants only.
General Session
- 2025 Tax Update for Financial Institutions
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.
Speakers: Kim Wernimont, CPA | RSM US LLP
Rachel Scheve, CPA | RSM US LLP
Credits: 1.1 - Taxes
This session is available to registrants only.
Breakout Session
- Ethical Considerations for Generative AI in the Workplace
Explore the ethical challenges organizations face when integrating generative AI into daily operations. Examine recent legal controversies shaping AI governance and engage in a hands-on case study to navigate real-world dilemmas surrounding AI use in the workplace. Gain practical insights into responsible AI adoption and its impact on business and compliance.
Speaker: Michael Bootsma, CPA, J.D., LLM, CMA | Iowa State University
Credits: 1.1 - Regulatory Ethics
This session is available to registrants only.
- Optimizing Core Processing for Cost Savings
When evaluating core processing solutions, financial institutions often focus on new products, functionality, and cost savings to enhance profitability and compliance. This session will explore tangible strategies for banks and credit unions to reduce back-office operational costs and take a more strategic approach to one of their most significant investment areas.
Speaker: Doug Latare | ICI Consulting
Credits: 1.1 - Business Management and Organization
This session is available to registrants only.
General Session
- The Regulatory Landscape: Insights from Experts
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.
Panelists:
• Scott Saunders, Bank Analyst | Iowa Division of Banking
• Chris Kumpf | Senior Credit Union Examiner, State of Iowa
• Greg Goff | Risk Management Examiner, FDIC
• Michael Holdren | Partner, Eide Bailly LLP (moderator)
Credits: 1.1 - Specialized Knowledge
This session is available to registrants only.
General Session
- Financial Institution Mergers and Acquisition Update
Mergers and acquisitions in the financial institution space continue to evolve, shaped by shifting market conditions, regulatory scrutiny and complex accounting considerations. This session will provide a comprehensive update on the latest M&A trends, including valuation and pricing developments, regulatory hurdles and critical accounting factors that influence transactions.
Designed for bank management, ownership, and CPAs serving financial institutions, glean insights into the current deal landscape, the evolving approval process and the financial reporting implications of transactions. Gain a deeper understanding of how these factors influence a bank’s ability to pursue strategic M&A opportunities in today’s dynamic environment.
Speaker: Blake Crow, CPA, MBT | Eide Bailly LLP
Credits: 1.1 - Finance
This session is available to registrants only.
General Session
- Reacquiring Balance Sheets in a Post-Pandemic Environment
With financial institutions under increased scrutiny, incorporating new strategies into your institution’s plan is more critical than ever. This session will explore evolving approaches to liquidity and funding, providing a modern perspective on sources and measurement. Examine the impact of emerging trends and regulatory developments on institutional strategy. Relevant market updates will offer valuable context, equipping management teams with insights to drive success in 2025 and beyond.
Speaker: Ryan Smith | Piper Sandler
Credits: 1.2 - Accounting
This session is available to registrants only.
Non-Member Price $360.00
Member Price $300.00