Wednesday, February 7
8:00 a.m. Registration & Continental Breakfast
8:45 a.m. IBA/IBIS Annual Meetings
A review of the past year for IBA, IBIS and IBMC. Membership attendance is encouraged. Conference registration is not required to attend.
9:45 a.m. Refreshment Break
10:00 a.m. Welcome
IBA Management Committee Chair, Sue Basten, Washington State Bank, Washington
10:10 a.m. Economic Update
Charles Evans, President & CEO, Federal Reserve Bank of Chicago
Charles L. Evans has served as president and chief executive officer of the Federal Reserve Bank of Chicago since September 2007. In that capacity, he serves on the Federal Open Market Committee (FOMC), the Federal Reserve System’s monetary policymaking body. Before becoming president in September of 2007, he served as director of research and senior vice president, supervising the Bank’s research on monetary policy, banking, financial markets and regional economic conditions.
11:00 a.m. Ten Strategies for Remaining Independent in a Consolidating Industry
Jeffrey Gerrish, Gerrish Smith Tuck, PC
This keynote address will explore ten fundamental strategies for remaining an independent community bank in a consolidating environment, including the
necessity of being proactive, setting forth a strategy of independence, focusing on core profitability, ensuring your bank has the optimal organizational structure, appropriately dealing with management and board succession, and other issues. This fast-paced session will provide the tools for you to plan and prepare for independence for the future.
12:00 a.m. Legislative Luncheon & Speaker – Discussing the Federal Tax Code and How it Could Unleash Economic Growth
Romina Boccia, The Heritage Foundation
Romina Boccia is a leading fiscal and economic expert at The Heritage Foundation. She is the Grover M. Hermann research fellow in federal budgetary affairs and deputy director of the think tank’s Roe Institute for Economic Policy Studies. Boccia’s research and writing centers on controlling government spending, restoring federalism, eliminating corporate welfare, federal duplication and other government waste, updating the tax code, reforming Social Security, and securing opportunities for all workers to succeed in today’s economy.
1:30 p.m. Breakout Sessions
- Midwest Community Bank M & A: Trends & Tips
Peter Wilder, Godfrey & Kahn S.C.
- Navigating Vendor Contracts
Sherry Jessen, Clifton Larson Allen, LLP
- Myths & Opportunities in CECL’s Forecasting Requirements
Jared Mills, Sageworks
2:45 p.m. Refreshment Break
3:15 p.m. Breakout Sessions Repeat
4:30 p.m. Breakout Sessions Adjourn
4:30 p.m. Legislative Reception
Please take this opportunity to network with your legislators and to discuss issues of concern.
5:30 p.m. Adjourn
Thursday, February 8
7:30 a.m. Buffet Breakfast & Speaker – State of Iowa Economic Development Update
Debbie Durham, Director, Iowa Economic Development Authority
Debi Durham was appointed by Governor Terry Branstad in January 2011. She now serves as the director of the Iowa Economic Development Authority, the public arm that replaces IDED and oversees the traditional economic development programs.
9:00 a.m. What’s Next for Mobile Banking
Dave DeFazio, Partner, Strategy Corps
The question remains the same, but the answers are constantly evolving. Discover the newest mobile banking features being implemented by top performing financial institutions that go beyond basic transactions to help them connect better with their customers. This session will cover key players in the mobile payments war well as the financial instituions that are using rewards to engage customers. We’ll discuss born digital banks that are leading the way in developing ways to serve customers’ financial needs, social payments and how Venmo is becoming the standard for how Millennials and other customers think about finances between friends.
10:30 a.m. Why Becoming a Person of Influence Should be Your #1 Priority
Erick Rheam, Speaker/Author
One cannot achieve anything of significance without the help of others. That’s why it’s paramount to gain buy-in from others to achieve true success. In this session we will explore the idea that the success in your life is proportional to the influence you have with others and that your influence is the result of your “vibe” and how you leverage your influence through times of change and conflict.
11:30 a.m. Adjourn