Financial Institutions Conference (WEBCAST ATTENDANCE)
8.00 Credits
Member Price $285.00
Price will increase by $50 on 5/10
Non-Member Price $345.00
Price will increase by $50 on 5/10
Overview
Highlights
See agenda tab above for session information. Detailed session descriptions will be updated late Spring.
Designed For
CPAs and financial professionals working in or with the financial institutions profession
Objectives
To provide the latest information on accounting and financial issues affecting financial institutions
Notice
- You may also attend this conference in person at The Sheraton West Des Moines Hotel. Register for in-person attendance HERE.
Tuesday, May 23
General Session
8:00am - 8:10am Welcome messages
This session is available to registrants only.
General Session
8:10am - 9:00am Economy Update
Speaker: Brandon Koeser, CPA | RSM US LLP
This session is available to registrants only.
Breakout Session
9:15am - 10:30am Cryptocurrency and Fraud
When fraud is being facilitated through cryptocurrencies, accountants and finance professionals need to have a basic understanding of how cryptocurrencies work. Contrary to common beliefs, cryptocurrency transactions can be traced, even though it may be difficult. Entities such as FTX have facilitated massive frauds utilizing cryptocurrencies as the primary vehicle to entice investors. In this interactive session, learn a high-level review of blockchain, how to potentially trace transactions, and how historical psychological approaches are being utilized to entice investors into providing their funds without doing the proper due diligence.
Key takeaways:
- Identify the components of a blockchain sequence.
- Differentiate between cryptocurrency and a token.
- Assess different methods to trace blockchain transactions.
- Evaluate psychological methods being used to facilitate cryptocurrency fraud schemes.
Speaker: Michael "Bret" Hood
This session is available to registrants only.
9:15am - 10:30am Tax Update
Speaker: Rachel Scheve, CPA and Paul Cain, CPA | RSM US LLP
This session is available to registrants only.
General Session
10:45am - 12:00pm ALM (Asset Liability Management)
Speaker: Scott Hildebrand
This session is available to registrants only.
General Session
12:45pm - 1:35pm Regulator Trends Panel
Panelists:
David Redenbaugh | FDIC
Jeff Plagge | Iowa Division of Banking
Chad Jorgensen | Federal Reserve
Shelley Hardisty | Iowa Bankers Association
Michael Holdren, CPA | Eide Bailly LLP (moderator)
This session is available to registrants only.
Breakout Session
1:50pm - 2:40pm Mergers & Acquistions
Speaker: Howard Hagen, Dickinson Law
This session is available to registrants only.
1:50pm - 2:40pm The Dark Triad of Ethicality: How Illusory Superiority, Bounded Ethicality, and Confirmation Bias Impact Ethical Decision-Making
While financial professionals often have the best intentions, certain mental processes can interfere with objectivity. Three particular maladies, referred to as illusory superiority, bounded ethically and confirmation bias, can indirectly lead to flawed conclusions and examinations — which can directly affect credibility. This session will uncover methods to ensuring a fair and impartial fraud examination can be conducted. This session qualifies for one hour of ethics CPE credit.
Key highlights:
- Create mental triggers to improve ethical outcomes
- Determine how perception affects decision-making
- Evaluate methods to mitigate the negative effects of power and myopic vision
- Identify the effects of abstraction on risk assessment and mitigation
- Generate different perspectives and frames to improve objectivity
Speaker: Michael "Bret" Hood
This session is available to registrants only.
Breakout Session
2:55pm - 3:45pm Call Reports
Speaker: Andrea Lambert, 3PR
This session is available to registrants only.
2:55pm - 3:45pm Credit Risk
Speaker: To be announced soon
This session is available to registrants only.
General Session
3:55pm - 4:45pm CEO Banking Industry Discussion
Panelists:
- Josh Cook, Community Choice Credit Union
- Jim Plagge, Bank Iowa
- Laurie Vitzthum, Iowa State Bank
- Ben Currie, TruBank (moderator)
This session is available to registrants only.
Leader(s):
- Panel of Experts
Non-Member Price $345.00
Member Price $285.00