Wednesday, September 27
12:00 p.m. 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. Conference registration is not required for this event and it open to anyone who would like to attend. Please contact ITA’s Darcy Burnett for more information.
12:00 p.m. Lunch & Welcome
12:30 p.m. Economic Update and Fiduciary Investing
1:15 p.m. Group Discussion
Thursday, September 28
8:30 a.m. Registration & Exhibits Open
9:00 a.m. Welcome
James Mease, Farmers & Merchants Bank & Trust, Winterset
9:05 a.m. The US Economy in 2017 and Beyond. – Optimism or Globalization: Who Trumps Whom?
Dr. Matt Roberts, Kernmantle Group
Dr. Roberts will review the state of the US economy, starting with the key indicators of consumer demand, such as employment and income growth, then moving to measures of corporate sentiment. Dr. Roberts identifies the factors that are currently helping and hindering economic growth, including trade and economic policy, so that participants will know what changes to watch in the coming months. Then Dr. Roberts dissects the implications of these effects on US interest rates, dollar valuation and equity valuations, identifying areas of heightened risk and opportunity in the year ahead.
10:20 a.m. Break with Exhibitors
10:40 a.m. The Trust Investment Professional: Scientist & Psychologist
Chuck Maggiorotto, President & CEO, Tower Wealth Managers, Kansas City
Although the world of economics, finance and investments is full of mathematical equations, quantitative inputs/outputs and countless premises that are at least seemingly scientific in foundation, at the end of the day, the business is one of human beings. This includes not only the behaviors we and our clients exhibit in making investment decisions, but also the building of relationships based on trust, confidence and even likability. This session will focus on the multiple, unique factors involved, along with the critical qualities of a Trust professional; investment and other.
11:50 a.m. Vendor Recognition
Sponsored by BTC Capital Management
1:00 p.m. Breakout Sessions
1. Estate Planning – Planning with Women in Mind Panel
Julie Versluis, CTFA, Lincoln Savings Bank, Waterloo; Robert Hodges, Brown Winick Law, Des Moines;
The largest emerging market isn’t China, it’s women. Women live longer than men, are 4 times as likely to be the surviving spouse, and 87 percent of the elderly living in poverty are women. As estate planning professionals, how can we help women plan for the future by providing investment, charitable giving, and tax planning advice. Hear what a panel of experts has to say about how to plan with women in mind.
2.When clients love their land: Techniques, tax credits, and case studies on permanent land protection
Anita O’Gara, Iowa Natural Heritage Foundation, Des Moines
Owning land adds complexity to estate planning—and opportunities for financial planning. When clients are worried about the future of their land, or if they want to do something special for Iowa nature in their estate plans, it’s good to know people and techniques that may provide unique tax benefits as well as peace of mind. This session can be especially useful as you work with clients who are entrusted with multi-generation family lands, who manage natural sites for wildlife and recreation, or are otherwise motivated to ensure that their land is protected and well-managed beyond their ownership or lifetimes.
3. Estate Recovery Program
Ben Chatman, Iowa Medicaid Enterprise, Des Moines
Learn more about the Medicaid estate recovery program and how it can affect your clients.
2:00 p.m. Break with Exhibitors
2:20 p.m. Breakouts Repeat
3:20 p.m. Break with Exhibitors
3:35 p.m. Regulatory Update
Timothy E. Keehan, Vice President & Senior Counsel, American Bankers Association
Learn more about what’s new on the national trust scene with proposed and pending legislation, new regulations and current issues that will affect you as a trust professional. Review recent developments coming from Congress and the regulatory agencies and assess their impact on the wealth management, charitable and employee benefit business lines.
4:35 p.m. Reception with Exhibitors
Friday, September 29
8:00 a.m. Full Breakfast Buffet & Annual Meeting
8:30 a.m. Using Data and Analytics to Identify Investment Opportunities
Greg Sterzel, CFA, CAIA, Federated Investors
As a client portfolio manager with Federated Investors, Greg Sterzel applies advanced analytical methods to look for trends in the market and identify potential investments. Learn more about the big data investment companies are looking at, and how it is ever possible to know what the market is saying.
9:45 a.m. Break
10:00 a.m. The Hero Effect: Being Your Best When It Matters the Most
Kevin Brown, ServePro, TN
In a fresh and entertaining style, Kevin shares ideas, strategies and principles that will inspire and equip participants to show up every day and make a positive difference. At the heart of Kevin’s message is a simple, yet powerful philosophy for life that drives every thought, every action and ultimately every result we achieve both personally and professionally. Heroes lead with their heart. They go “all in” every time they take the field. They understand that in business and in life it’s always personal and never perfect. Heroes create strong connections and reach beyond the borders of transactional thinking to create transformational moments! HEROES own the moments that matter! They are actively present and engaged and do not believe in random acts of kindness. The HERO is motivated instead by intentional acts of difference making. They live by a simple code; “bring your best stuff to the present moment and pour it into others.” They understand that before you can lead anyone else, you must first be able to lead yourself.
11:30 a.m. Grand Prize & Adjourn
Sponsored by Northern Trust
Continuing Education Hours
Attendees at the Iowa Trust Association will qualify for continuing education hours.
CLE hours: CLE hours: 7.0 hours (Activity Number 265191)
CTFA hours: 9.5 hours
CRSP hours: 3.75 hours
CFP hours: 7.0 hours (Please let Darcy Burnett know if you need hours submitted)