Financial Institutions Conference

Conferences

Homepage/
Education/
Programs/
Conferences /
Financial Institutions Conference

Hosted by the Iowa Society of CPAs.

Date: May 20, 2025
Time: 8:00 AM - 4:25 PM
Location: Virtual Only
Code: C69376
Credits: 8 CPE
Cost: $375 Members | $435 Non-Members

REGISTER

Co-Sponsored by the Illinois CPA Society

Financial Institutions Conference Agenda (All times are CST)

8:00 AM - 8:10 AM | Welcome

8:10 AM - 9:10 AM | 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.

Moderator:
Mitch Van Kley | Controller, Iowa Bankers Insurance and Services

Panelists:
James Livingston | CFO, Federal Home Loan Bank
Adam Snodgrass | CEO, Iowa State Savings Bank
Heather Stumpf | CFO, GreenState CU

9:20 AM – 10:20 AM | 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

10:30 AM - 11:25 AM | 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:
Rachel Scheve, CPA | RSM US LLP
Kim Wernimont, CPA | RSM US LLP

11:25 AM - 12:10 PM | Lunch Break

12:10 PM - 1:05 PM | Concurrent Sessions

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, JD, LLM, CMA | Iowa State University

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

1:15 PM – 2:10 PM | 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.

Moderator:
Michael Holdren | Partner, Eide Bailly LLP

Panelists:
Greg Goff | Risk Management Examiner, FDIC
Chris Kumpf | Senior Credit Union Examiner, State of Iowa
Scott Saunders | Bank Analyst, Iowa Division of Banking

2:20 PM - 3:15 PM | 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

3:25 PM - 4:25 PM | 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

Expand all

Collapse all

Co-Sponsored by the Illinois CPA Society

Financial Institutions Conference Agenda (All times are CST)

All program information is subject to change.

Membership

Future CPA

Education

Information

Advocacy

Communities

Career

Help

Connect

ICPAS (Chicago)

ICPAS (Springfield)