Financial Institutions Conference (IN-PERSON ATTENDANCE)

Adam Snodgrass, President and CEO, Iowa State Savings Bank

Adam Snodgrass is President and CEO of Iowa State Savings Bank, a $275 Million community bank with two offices in Creston, Iowa and one office in Lenox, Iowa. Adam obtained his Finance degree from the University of Northern Iowa in 2002 and received his diploma from the Graduate School of Banking in Madison, Wisconsin in 2008. Adam’s career with Iowa State Savings Bank began in 2001 as a seasonal employee while attending college, and he joined the bank fulltime in 2002. After starting with the bank as an officer trainee, he held the positions of Loan Officer, Trust Officer, and CFO prior to being appointed as President and CEO. Throughout his career, he helped the bank expand its footprint from two locations to six, directed the subsequent closure of three of those locations, and oversaw the bank’s acquisition by Ames National Corporation, a publicly traded multi-bank holding company, in 2019.

Blake Crow, Office Managing Partner, Eide Bailly LLP

Blake Crow is a partner in the Des Moines office of Eide Bailly. He has been with the firm since 2008 and specializes in providing tax planning and tax compliance services to financial institutions. Blake serves on the firm’s Financial Institution Services Group Tax Committee and Research and Technical Subcommittee, where he stays current on the latest regulatory changes and industry trends. His responsibilities include preparing regulatory applications and accompanying forecasted financial statements for financial institutions and bank holding companies. Some of his client work includes: •Consulted with financial institutions and their shareholders on S corporation conversions and S corporation planning issues •Assisted bank holding companies and financial institutions with regulatory filings, including FR Y-9C, FR Y-9LP and FR Y-9SP reports •Performed loan file inspection engagements and agreed-upon procedures engagements Competent, accurate and timely work are the minimum expectations clients should have for any service provider. When you work with Blake, however, you can expect a level of service that far exceeds that bare minimum. He prides himself on delivering a high level of client service that is based on not only returning emails and phone calls promptly, but always having his clients’ needs in mind, even when their taxes may be the last thing on their minds. Blake is a member of the Iowa Society of CPAs, the South Dakota Society of CPAs and the American Institute of CPAs. He has a Bachelor of Science in Accounting from Minnesota State University, a Masters of Business Taxation from the University of Southern California, and he attended the Dakota School of Banking and the Graduate of School of Banking in Colorado.

Chris Kumpf, Senior Examiner, Iowa Credit Union Division

Chris Kumpf is a Senior Examiner with the Iowa Division of Credit Unions (Division). With his experience and expertise, Chris leads examinations for the state’s largest and most complex credit unions. When not operating as the lead examiner, he completes in-depth reviews of asset/liability management (ALM) programs. Chris uses his experience and expertise to provide internal training within the Division. Chris joined the Division in May of 1999, shortly after graduating from the University of Northern Iowa with a Bachelor’s Degree in accounting. He recently celebrated 25 years with the Division. In his tenure, Chris has advanced from Field Examiner, to Problem Case Officer, to Senior Examiner and Capital Markets Specialist. He utilizes his experience on a number of internal and external committees to improve the function of the Division as a whole (NASCUS Accreditation Review, Business Continuity and Improvements, MERIT Examination, etc.). Chris lives with his wife, Nicole, and son Donovan, near Dike, Iowa. Chris enjoys coaching volleyball, golfing with Donovan, and traveling with his family.

Doug Latare, CEO, ICI Consulting

As CEO of ICI Consulting, Doug has over 30 years of experience in FinTech. He is uniquely positioned to understand what a FI wants from their technology vendors. He has led various sales efforts at core vendors including: Finastra, Kirchman, Newtrend and Phoenix International. In those roles, he worked with hundreds of banks and credit unions partnering to create winning relationships with their core provider. Doug has earned a reputation of honesty and integrity by not over promising and always focusing on delivering a superior client experience. Doug is a graduate of the University of Missouri with a BS in Marketing and dual minors in both Accounting and Economics. He currently resides in Orlando, Florida enjoying an active outdoor Florida lifestyle including motorcycling, boating and the beach.

Frank Farone, Managing Director, Darling Consulting Group

Frank consults nationwide with CEOs and CFOs of financial institutions to increase earnings through the proactive management of capital, liquidity/funding risk, and interest rate risk. He is a frequent speaker and author on topics such as industry issues and trends, funding solutions, regulatory issues, interest rate risk management, capital management, and derivatives hedging techniques.

Frank was designated a “top-rated” speaker by FMS and is well known for his popular seminar “Turbo Charging Your ALCO Process” having helped thousands of bankers across the country.

Frank is a graduate of Siena College. He lives in Winchester, Massachusetts and is an avid golfer and runner, having completed numerous marathons including several Boston Marathons over the past 25 years.

Greg Goff, Supervisory Examiner, FDIC

Greg Goff’s FDIC career spans 23 years in Risk Management and Consumer Protection. He currently serves as a Supervisory Examiner in the Des Moines field office. Greg holds a Certified Fiduciary and Investment Risk Specialist designation from Cannon Financial Institute and has completed the Executive Leadership Program through the Graduate School USA. 

Heather Stumpf, CFO, GreenState Credit Union

Heather Stumpf, CPA, is the CFO of GreenState Credit Union committed to excellence and continuous learning. With a passion for helping others succeed, she leverages her expertise to provide valuable financial insights that empower businesses to grow and achieve their goals. As a CPA, Heather specializes in guiding clients to a deeper understanding of their financial landscape, enabling them to make informed decisions and turn their business aspirations into reality.

James Johnson, President and CEO, PCSB Bank

James Johnson was appointed by Iowa Governor Kim Reynolds as the Superintendent of Banking in January. He is President and CEO of PCSB Bank, a $300 million, family-owned community bank located in Clarinda, Iowa. He also serves on the board of PCSB Bank. Johnson has been active in the banking industry in many capacities, including serving on the Board of the Iowa Bankers Association and as a past member and Chairman of the Iowa Bankers Association Ag Committee. 

James grew up on a family farm near Gravity, Iowa. He graduated magna cum laude from Northwest Missouri State University with a Bachelor of Science degree in Agricultural Business. He is a graduate of the Graduate School of Banking at the University of Colorado-Boulder, where he served as both Class Representative and Alumni Advisor. 

Outside of his banking responsibilities, Johnson also serves on the board of directors at the Bedford Community School District, President of the Bedford Youth Sports non-profit little league program, Secretary of the New Market Church of Christ board, and is involved in coaching and officiating numerous local youth sports teams.

James Livingston, CEO, Federal Home Loan Bank of Des Moines

James Livingston joined FHLB Des Moines in 2023 and is the Bank’s chief financial officer. James oversees the accounting, financial reporting, strategic planning, SOX and capital markets teams (including investing, funding, hedging and pricing).

Prior to the FHLB Des Moines, James held several leadership roles at Zions Bancorporation, National Association (“Zions”), most recently as Executive Vice President, Director of Municipal & Institutional Services.

James has leadership experience in several related areas, including investments, public finance, capital markets and financial research. Prior to joining Zions, he was the Director of Financial Research and Quantitative Strategy for Ziff Brothers Investments. He was also an Assistant Professor of Accounting at Southern Methodist University.

James served on the Board of Directors of the Federal Home Loan Bank of Seattle and continued on the Board of Directors for FHLB Des Moines following the merger in 2015. He was Board Chair from 2020 to 2021.

Kimberly Wernimont, Senior Tax Director, RSM US LLP

Kimberly Wernimont is a senior director, tax services, for RSM US LLP in Des Moines. She provides tax and accounting services to financial institution clients, primarily in retail and commercial banking. Her experience includes both C and S corporation financial institutions. She is responsible for providing a variety of tax compliance, tax planning, and related services, including ASC 740 tax provisions. Kimberly also provides tax compliance and planning services for trusts and high-networth individuals. Kimberly has over fourteen years of experience in public accounting working on financial institutions, including both public and private companies.

Michael Bootsma, Instructor, Iowa State University College of Business

Michael Bootsma is a licensed attorney, CMA, and a CPA. He has held various positions in the area of accounting and law over the years. He currently teaches law, cost accounting, and taxation classes for Iowa State University as a Dean's Teaching Fellow in Accounting. Michael graduated from Iowa State University with a Bachelor's degree in Accounting and Finance. He graduated with a Juris Doctorate and Masters of Accounting from the University of Iowa. He later earned a Masters of Taxation and LL.M. from Golden Gate University. He held various positions in law and accounting before coming to Iowa State University. He has published peer reviewed research in the area of accounting and is the primary author and editor of the textbook Comprehensive Business Law. Michael and his family live by the Saylorville Lake where they enjoy many outdoor activities.

Michael Holdren, Partner, Eide Bailly LLP

Michael Holdren, CPA, is a partner with Eide Bailly LLP providing assurance and consulting services to financial institution clients to meet their growing list of needs. Using his experience as a CFO in the industry, Michael understands the challenges facing financial institutions and uses his experience to develop institution-specific solutions and recommendations.

Mitch Van Kley, Controller, Iowa Bankers Insurance and Services

Mitch Van Kley, CPA, is the Controller for Iowa Bankers Association in Johnston and an active member with the Iowa Society of CPAs. Previously, he was an Audit Senior Manager with Deloitte in Des Moines for 11 years. He attended Iowa State University, earning bachelors’ degrees in Accounting and Management Information Systems.

Rachel Scheve, Tax Partner, RSM US LLP

Rachel Scheve is a partner, tax service, for RSM US LLP in Des Moines. She has over 19 years of public accounting experience and provides tax services to middle market clients, including federal and state tax compliance, tax planning and research, FASB Accounting Standards Codification Topic 740 analysis, tax accounting method changes, tax reform implementation and other tax reporting. She works with clients primarily in the financial services industry, as well as with high-net-worth individuals.

Ryan Smith, Managing Director

Ryan Smith is a managing director at Piper Sandler in the financial services group. In this role, he advises financial institutions on capital management, budgeting, fixed income and investments, debt capital markets, regulation and accounting, derivatives and asset/liability management. Smith also works closely with the firm’s investment banking group to identify and develop strategic opportunities related to mergers and acquisitions, capital issuance or other transactions.

Prior to joining Piper Sandler in 2019, he was the head of financial institution analytics, and formerly head of bank strategies at Stifel Financial, where he worked in a similar capacity and advised financial institutions across the country. Smith started his career at Keefe, Bruyette, and Woods (a full service investment bank that was acquired by Stifel), where he worked on a team that advised on dozens of completed M&A deals, IPOs, equity offerings and other transactions.

Smith holds a bachelor’s degree in political science from Amherst College. He serves as a board member for the non-profit Rooftop Films, Inc. and is the investment advisor for the non-profit, Educate!