Save the date! Financial Institutions Conference (WEBCAST ATTENDANCE)
Live Virtual Conference
8.00 Credits
Member Price $0.00
Price will increase by $0 on 5/6
Non-Member Price $0.00
Price will increase by $0 on 5/6
Overview
Save the date! Registration opens in early 2025.
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.Thank you to the ISCPA Financial Institutions Committee! We appreciate your time and commitment to developing a top-notch program for your peers. View the committee members.
Highlights
See the agenda tab above for the full conference schedule.
Designed For
CPAs and financial professionals working in or with financial institutions.
Objectives
To provide the latest information on accounting and financial issues affecting financial institutions.
Notice
NOTE: You may also attend this conference in-person at the West Des Moines Marriott Hotel. Register for in person attendance HERE.
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 | Iowa Bankers Insurance and Services (moderator)
This session is available to registrants only.
General Session
- Managing Through a Fed Easing Rate Cycle: Strategies to Consider Now & Common Mistakes to Avoid
Speaker: Frank Farone | Darling Consulting Group
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: Paul Cain, CPA; Rachel Scheve, CPA | RSM US LLP
This session is available to registrants only.
Breakout Session
- Core Contract Negotiations
Speaker: Doug Latare | ICI Consulting
This session is available to registrants only.
- Ethical Considerations for Generative AI in the Workplace
Speaker: Michael Bootsma | Iowa State University
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:
- James Johnson | President and CEO, PCSB Bank and Iowa Superintendent of Banking
- Chris Kumpf | Senior Credit Union Examiner, State of Iowa
- Corey Gabel | Iowa Director for the Federal Reserve Bank of Chicago
- Greg Goff | Risk Management Examiner, FDIC
- Michael Holdren | Partner, Eide Bailly LLP (moderator)
This session is available to registrants only.
General Session
- Consolidation and Acquistions
Speaker: Blake Crow | Eide Bailly LLP
This session is available to registrants only.
General Session
- Reacquiring Balance Sheets in a Post Pandemic Environment
Speaker: Scott Hildebrand | Piper Sandler
This session is available to registrants only.
Non-Member Price $0.00
Member Price $0.00
Please call us at 515-223-8161 to register for this event.