ITA Fall Conference Agenda

Wednesday, September 28

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 at for more information.

12:00 p.m. Lunch & Welcome

12:30 p.m. Iowa Division of Banking Update & Panel
Roger Roland, Crystal Huisman, Tracy Bergmann, Iowa Division of Banking, Des Moines
IDOB staff will provide an update on regulatory and exam issues. There will also be time for questions.

IDOB Handout – Retrospective Review
IDOB Handout 2 – Fiduciary Advice Exemption FAQ
IDOB Handout 3 – Iowa Banking Stats

1:30 p.m. Group Discussion

Thursday, September 29

8:30 a.m. Registration & Exhibits Open

9:00 a.m. Welcome
Nathaniel Tagtow, City State Bank

9:05 a.m. Decision Making Mastery: How to Deliver Stunning Bottom-Line Results
Michael Veltri
This powerful session will show you how to master the 5 most powerful decision-making solutions that you’ve never heard of. You will discover how to build a culture that celebrates fresh thinking and embraces new decision-making ideas as well as how to implement better decision-making skills on a daily basis across all business activities and roles. Learn to avoid the 5 biggest decision-making traps that kill successful organizations as you apply best decision-making practices from successful companies worldwide. Michael Veltri draws on his background as a battle-hardened business executive and decorated U.S. Marine veteran to teach CEOs and senior executives better decision-making skills that deliver stunning results.

10:20 a.m. Break with Exhibitors

10:40 a.m. Making Sense of Cryptocurrency
Manish Nathwani, SHAZAM
There are many challenges and opportunities traditional finance now faces with this newly created asset class. This session will explore what cryptocurrency is, the security and ownership surrounding it, and the regulatory and legal hurdles faced.

11:45 a.m. Vendor Recognition

Noon Lunch

1:00 p.m. Trust Regulatory and Legislative Update
Tim Keehan, American Bankers Association, Washington, D.C.
This session will recap the most important regulatory and legislative hot topics impacting trust and wealth from ABA’s legislative expert Tim Keehan.

Handout – Keehan

2:00 p.m. Break with Exhibitors

2:20 p.m. Ethics: Just Because You Can, Doesn’t Mean You Should
Bob Hodges, Brown Winnick, Des Moines
A trust officer is required to be well-versed in a variety of subjects, including tax, investments and trust laws. However, what is often neglected is the need for the trust officer to understand the ethical responsibilities of the position. This session will cover not only the laws and regulations that affect the ethical duties of trust officers but also will examine where liability can arise when the trust officer forgets the fundamental rule that just because the law says you can do it, doesn’t mean you should.

3:20 p.m. Break with Exhibitors

3:35 p.m. The SECURE Act Changes Retirement (and Other) Planning
Kizzy M. Gaul, J.D., CPC, TGPC, CIP, Ascensus
Effective as of January 1, 2020, the Setting Every Community Up for Retirement Enhancement (SECURE) Act, ushered in the most significant direct changes to the laws for retirement accounts since the Pension Protection Act of 2006. The ‘headline’ from the SECURE Act was its changes to the ‘stretch’ rules for designated beneficiaries, but that’s far from the only change that will impact advisors and their clients. In this session, attendees will learn about each of the major changes made by the SECURE Act, what we’ve learned in the past couple years dealing with the SECURE Act, and explore both the new challenges, and planning opportunities, it creates.

4:35 p.m. Reception with Exhibitors

Friday, September 30

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

8:45 a.m. Macroeconomic and Interest Rate Outlook
Dr. Ed Seifried, Seifried & Brew
Listen to the latest economic outlook from Dr. Ed Seifried, economist, university professor and nationally recognized speaker and author. In his presentation, Dr. Seifried shares insights and reactions following the release of major economic reports, including FOMC meetings and GDP releases.

Handout – Seifried

Handout (chart) – Seifried

9:45 a.m. Break

10:00 a.m. The $80 Billion Gamble
Terry Rich, retired President and CEO of the Iowa Lottery
Your day’s going great… and then you get the unexpected call that a fraud may have occurred under your watch. Your decision and direction could affect jobs, your business and personal friend- ships. As most companies focus on external hacking and fraud, Terry Rich will discuss an internal vendor fraud case to explore how established checks and balances, and a little luck, helped crack the largest lottery fraud in US history.

Handout – Rich

11:15 a.m. Adjourn