Fall Conference Agenda & Registration Form

Continuing Education Info

CLE hours – 7.25. Activity # 329971

CFP hours – Seven sessions have been approved for credit by the CFP Board.

American Bankers Association (ABA) Professional Certifications has approved the following continuing education credits:
CISP 2.5
CRCM 5.25

Wednesday, October 2

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. Trustee Obligations: Avoiding Conflicts of Interest
Bob Hodges, Brown Winick, Des Moines
This session will discuss the fiduciary duties owed by a trustee to the trust beneficiaries, and provides some practical pointers for those serving as or working with trustees to avoid conflict of interests and potential claims.

1:30 p.m. Group Discussion with Peer Groups

Thursday, October 3

8:30 a.m. Registration & Exhibits Open

9:00 a.m. Welcome
Brad VanHeuvelen, Peoples Bank, Sioux Center

9:05 a.m. On the Economic, Political and Business Climate
Roger Tutterow, Kennesaw State University
• Sponsored by Steffes Group, Inc.
Over three years ago, we cleared important hurdles that were important steps back toward “normalcy”, now the question has shifted toward concern over the maturity of the expansion. In this session, Dr. Roger Tutterow provides a timely overview of the current global, national and regional economies and how we navigate into 2020. Special emphasis will be placed the linkages between the real estate markets and the recovery in the financial services sector, the effect of economic changes in the competitive landscape on institution profitability and performance, the outlook for consumer spending and the retail sector, the causes and effects of the recent volatility in oil prices, the effect of recent tax reform on economic performance and the implications of ongoing changes in the political and regulatory climate for the financial industry.

10:20 a.m. Break with Exhibitors
• Sponsored by Promontory Interfinancial Network

10:40 a.m. IRA Mistakes and How to Fix Them
Mike O’Brien, JM Consultants
Earnings accrue in IRAs on a tax-deferred basis. For Roth IRAs, qualified distributions of these earnings are tax-free. This tax treatment is the primary feature that often encourages individuals to accumulate their retirement savings in these accounts. However, years of savings and tax deferred growth can be lost because of mistakes. These mistakes range from missing deadlines for required distributions to performing ineligible rollovers, all of which can result in unintended tax consequences and/or IRS assessed excise penalties. During this seminar, you will get explanations of how to help your clients avoid making such mistakes, or help them correct those mistakes when possible.

11:45 a.m. Vendor Recognition

Noon Lunch

1:00 p.m. Regulatory Update
Phoebe Papageorgiou, American Bankers Association, 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.

2:00 p.m. Break with Exhibitors

2:20 p.m. Managing Difficult Personalities in Estate, Trust and Business Succession Planning
Christine Graham, UMB Bank, Kansas City, MO
Addiction and mental health issues present significant risks to family well-being and wealth preservation, and recent research suggests higher incidence of these issues within affluent communities. This presentation will address techniques for navigating special family dynamics where a situation involves individuals who face mental health or substance abuse challenges, autism spectrum and other executive functioning disorders.

3:20 p.m. Break with Exhibitors

3:35 p.m. Digital Assets – Who Gets Digital Stuff When You Log Off
Robert Kirkland, Kirkland Woods & Martinsen LLP, Liberty, MO
This session will discuss digital property and the unique obstacles of planning for and administration of digital property. Learn planning techniques for digital property, the impact (or lack thereof) of the Revised Uniform Fiduciary Access to Digital Assets Act, and the many administrative tasks associated with digital property in an estate or trust.

4:35 p.m. Reception with Exhibitors
• Sponsored by Broadridge Financial Solutions

Friday, October 4

8:00 a.m. Full Breakfast Buffet & Annual Meeting

8:45 a.m. Recent Federal Tax and Estate Planning Developments
Samuel A. Donaldson, Georgia State University
This informative and entertaining session will recap the significant cases, rulings, regulations, and legislation from the past 12 months in the fields of federal income, estate, and gift taxes of interest to estate planning professionals. Specific topics to be addressed include anti-clawback regulations, proposed regulations on the qualified business income deduction, qualified opportunity funds, marital deduction cases, family limited partnership cases, intergenerational split-dollar life insurance cases, and techniques for maximizing the step-up in basis at death.

9:45 a.m. Break

10:00 a.m. Communicate with Attitude
Matt Booth, Dubuque, IA
With each step forward in technology, you seem to take a step back from others. More often than not, the inability to communicate effectively leaves you sitting on the sidelines watching others put points on the board and ultimately money in the bank. Success comes to people not because they are smarter or more talented than you, but because they can communicate their ideas clearly. Virtually every facet of your personal and professional life hangs more on the ability to communicate than on any other learnable skill. It has never been more important than now to present a clear message.

11:15 a.m. Adjourn