Agenda

Monday, Oct. 6

12:00 pm ITA Peer Group Meetings
Join your peers prior to the conference for an afternoon of discussion on ideas that pertain to you! This is a great opportunity to meet fellow trust industry professionals, while getting ideas on best practices, answering questions and developing resources.

12:30 pm Regulatory Update
Andy Giltner, Federal Reserve Bank of Chicago

1:30 pm Group Discussion

Tuesday, Oct. 7

8:30 am Registration & Exhibits Open
Breakfast sponsored by Infovisa

9:00 am Welcome
David McAlpine, Peoples Bank

9:05 am Economic Update
Greg Sweeney, Chief Investment and economic Strategist, Bell Bank
With over 40 years of experience in the financial services industry, Sweeney will share insights on the current economic environment, as well as some observations about what this means for Iowa bankers and trust officers.
Session Handout

10:20 am Break with Exhibitors
Sponsored by BTC Capital Management, Cheetah, and MainStreet Advisors

10:40 am Special Needs Trusts and Crisis Planning
Gregory Kenyon, Dickinson Bradshaw, Des Moines
Disability planning and special needs trust administration are fraught with pitfalls and hazards. A simple distribution can wreak havoc with disability payments. We all hope our families will plan, but too often this planning is done during a crisis. This session will review the basics of Special Needs Trust and what you can and cannot do.
Session Handout

11:45 am Lunch
Sponsored by Federated Hermes and Broadridge Financial Solutions

1:00 pm Navigating Discretionary Trust Distributions
Kyle Irvin, Crary Huff, Sioux City
This session will examine the complexities of discretionary trust distributions, a crucial aspect of trust administration. It will explore the meaning of a trustee’s “discretion” when making distributions, and how this affects beneficiary rights and expectations. Key topics include defining discretionary distributions, roles and duties, distribution standards, and factors influencing distribution decisions. Kyle will also share some examples from real-world examples.
Session Handout

2:00 pm Break with Exhibitors
Sponsored by BTC Capital Management, Cheetah, and MainStreet Advisors

2:20 pm Beneficiary Distributions
Heidi LeMieur, Superior IRA & HSA
This session will share information about beneficiary distribution options focusing on different rules and options with a trust as a beneficiary. We’ll explore the options available under the SECURE Act and the 10-year rule. We will also review common IRA distribution and beneficiary mistakes.
Session Handout

3:20 pm Break with Exhibitors
Sponsored by BTC Capital Management, Cheetah, and MainStreet Advisors

3:35 pm Compliance in the Trust Department – Hot Topics, Current Issues and What Keeps You Up at Night
Jamie Schupp, Pohl & Associates
Effective compliance is a crucial component. This session will talk about regulatory expectations, what some of the top issues that are being flagged by regulators and what you should be thinking about for future exams. This is a great opportunity to bring your questions and hear what other trust officers are thinking about from a regulatory compliance standpoint.
Session Handout

4:35 pm Reception with Exhibitors
Sponsored by Steffes Auctioneers

Wednesday, Oct. 8

8:00 am Full Breakfast Buffet & Annual Meeting

8:45 am What you need to know about Fiduciary Tax Returns
Art Werner, Werner-Rocca Seminars
This session is a practical overview of fiduciary income tax returns, focusing on key issues trust officers and attorneys encounter when working with estates and trusts. While not a deep dive into every line of Form 1041, it will highlight the core concepts behind fiduciary filings—decedent’s final returns, distributable net income (DNI), income in respect of a decedent (IRD), and how trust document provisions can impact tax outcomes. Ask better questions, spot red flags, and collaborate more effectively with tax professionals and beneficiaries.
Session Handout

9:45 am Break
Sponsored by BTC Capital Management, Cheetah, and MainStreet Advisors

10:00 am Making the Most of our Time
Susan Parker, Sparker Solutions
This keynote is designed to equip attendees with actionable strategies to optimize productivity by aligning big-picture goals with day-to-day priorities across all areas of responsibility. Through individual reflection and table activities, participants will leave with ready-to-use tools to enhance their time management immediately. We will focus on the following key objectives so that every attendee is able to walk away with actions to implement to help them better manage their time.
Session Handout

11:15 am Adjourn