Financial Institutions Conference (IN-PERSON ATTENDANCE)

Adam Snodgrass, Iowa State Savings Bank

Community bank President and CEO with over 20 years experience and a passion for the financial industry. Skilled in Leadership, Risk Management, Banking, Team Building, Strategic Planning, Credit, Loans, and Investments. Have led through the acquisition of other branches and the transition process of being acquired by another organization. Education from the Graduate School of Banking at the University of Wisconsin - Madison and the University of Northern Iowa.

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 Credit Union Examiner - Capital Markets Specialist at State of Iowa

Corey Gabel

Iowa Director for the Federal Reserve Bank of Chicago

Doug Latare, CEO

With over 30 years of experience in FinTech, Doug 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

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

Risk Management Examiner, FDIC

Heather Stumpf, CFO, GreenState Credit Union

Heather Stumpf, CPA: I am a dedicated professional with a strong work ethic. I strive for excellence and thrive on learning. I have a passion for helping others succeed. I feel that as a certified public accountant I have the knowledge to assist others in understanding their business on a deeper level which will allow them to grow and realize their dreams.

James Johnson, President and CEO

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, Federal Home Loan Bank of Des Moines

CFO of Federal Home Loan Bank of Des Moines

Michael Bootsma, Instructor, Iowa State University College of Business

Michael Bootsma, CPA, J.D., is a lecturer of law, cost accounting, and taxation 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 and earned his 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 has published peer reviewed research in the area of accounting and is the primary author and editor of the textbook Comprehensive Business Law.

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.

Paul Cain, Partner, RSM US LLP

Paul Cain is a partner, tax services, for RSM US LLP in Des Moines. He provides tax and accounting services to a variety of clients, primarily financial institutions and other financial services companies. He also provides income and estate tax planning services to individual clients, particularly for business owners. Paul has practiced public accounting for more than 35 years.

In addition, Paul has served RSM in the various leadership roles, including tax market leader for RSM's locations in Iowa, Missouri and Nebraska. Currently, Paul serves as the Firm's Financial Institutions tax leader. As part of this work, he works with the financial institutions leadership team developing strategies to reach annual and long-term goals and ensure consistent application of RSM's client service philosophy to financial institutions.

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, Fin Services

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!