Continuing Education Hours
CLE hours – 7.75 hours – activity number 301195
CTFA (8.0) and CRSP (5.25) hours
Wednesday, September 26
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! Conference registration is not required for this event and it open to anyone who would like to attend. Please contact ITA’s Darcy Burnett at firstname.lastname@example.org for more information.
12:00 p.m. Lunch & Welcome
12:30 p.m. The Mentally Strong Leader: Strategies for Facing Uncertainty with Quiet Confidence
Brenda Clark-Hamilton, Fresh Coffee Professional Growth, Algona
In many of our ever-changing industries, today’s leaders are being asked to demonstrate steady fortitude in uncertain and volatile times. This engaging session focuses on how leaders can become consistently mentally strong in order to face these challenges with a quiet confidence that says, “I can face whatever is thrown my way.” Using compelling research and real-life examples, Brenda will provide participants with practical, take-home strategies for remaining positive, level-headed, and assured, i.e., truly the type of leader up to the task of leading their people through whatever the future holds.
1:30 p.m. Group Discussion
Thursday, September 27
8:30 a.m. Registration & Exhibits Open
9:00 a.m. Welcome
Jon Holthe, CBI Bank & Trust, Muscatine
9:05 a.m. What Happens Next?
Mark Zinder, Economic Forecaster
We live in increasingly uncertain times; rapid economic changes, global unrest, and bi-partisan bickering have all lead to an underlying sense of uncertainty. In addition to the current climate, headlines are screaming that robots and artificial intelligence are going to eliminate worker’s jobs. What if they are all wrong? What if we are merely extrapolating the present and ignoring the possibilities of the future? History books are full of examples of previous revolutions that came and went: the industrial revolution, the railroad revolution, electrification, mass production, and now, quite possibly, the information technology revolution. In this presentation, you will discover how we are nearing the end of this revolution while another is just beginning, providing a fresh wave of prosperity. Now is the time to ask yourself, “What Happens Next”?
10:20 a.m. Break with Exhibitors
10:40 a.m. Economic Outlook for 2019 and Beyond
Jim McDonald, Northern Trust
Mr. McDonald is the Chief Investment Strategist & Executive Vice President for Northern Trust. He chairs the Northern Trust Tactical Asset Allocation Committee, is a member of the Investment Policy and Private Equity Investment Committees, and is trustee of the Northern Trust Alpha Strategies and Equity Long/Short Strategies Hedge Funds. He is a frequent speaker at conferences and is frequently featured on CNBC and Bloomberg.
Sponsored by BTC Capital Management
1:00 p.m. Breakout Sessions
1. Unique Asset Management: Three Steps to Success
Dick Jacobs, PDS
Trust organizations may be surprised to learn that among the affluent, half (but only half) of their net worth consists of stocks, bonds, mutual funds and other investments originating on Wall Street. The other half is real estate, interests in privately-owned businesses, life insurance, artwork, mineral interests and other “unique assets”. Unique assets are as important as their owners (if not more important) as their traditional investments, yet when challenges arise and their owners seek a knight in shining armor, advisors tend to look the other way. That’s a shame because providing solutions is so easy.
2. Advising Your Clients and Protecting Yourself Against Cyber Threats”
John Lande, Dickinson Law Firm, Des Moines
This presentation focuses on the most current cyber threats against individuals and businesses. From account hijacking to database hacking to the crypto locker ransom scheme, John educates the audience by providing real examples, the vulnerability that allowed the crime to occur and what you can do to prevent it from happening to you and how to safeguard clients.
3. The Future of Land Ownership: Land Value Trends and Sustainability as a New Arbitrage
Dave Muth, Peoples Company, Clive
Consumers are demanding new performance standards from our agricultural production systems which creates opportunities and potential challenges for land owners. This session will discuss trends in land value, pressures influencing those trends going forward, and the opportunities for active land management strategies to improve the financial position of land assets.
2:00 p.m. Break with Exhibitors
2:20 p.m. Breakouts Repeat
3:20 p.m. Break with Exhibitors
3:35 p.m. Structuring and Drafting Trusts and Administration to Minimize Fiduciary Risk
Robert Hodges, BrownWinick Law Firm, Des Moines
This presentation will evaluate options for reducing trustee liability through the lifecycle of trust administration, addressing selection of governing law, choice of trustee and division of duties among fiduciaries. Issues surrounding due diligence both at the trust acceptance phase and during ongoing administration will be addressed.
4:35 p.m. Reception with Exhibitors
Sponsored by Broadridge Financial Solutions
Friday, September 28
8:00 a.m. Full Breakfast Buffet & Annual Meeting
Sponsored by Northern Trust Asset Management
8:45 a.m. Regulatory Update
Phoebe Papageorgiou, ABA, Washington, D.C.
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.
9:45 a.m. Break
10:00 a.m. The Sincerity in Service
Paul Long, Fundamism, Kansas City
What is a world-class customer experience? Are you certain that your definition will differentiate you from your competitors? In this 60-minute keynote or breakout session, Paul Long discusses the impact created when the customer has no doubt that your staff is genuine in their desire to help. Through Paul’s concept of Fundamism, your team will learn principles that aid in listening and connecting with others while stressing the importance of sincerity in every interaction. You’ll also hear the story of how these same Fundamism principles have helped countless families through difficult times while raising awareness and money for pediatric cancer research. “The Sincerity in Service” is designed to enhance your employee’s customer interactions while revealing additional opportunity to make a difference in all walks of life.
11:15 a.m. Adjourn