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Save the date! Financial Institutions Conference (IN-PERSON ATTENDANCE)

Tuesday, May 23

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Sheraton West Des Moines

1800 50th St
West Des Moines, IA 50266

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8.00 Credits

Member Price $0.00

Non-Member Price $0.00

Overview

Save the date! More information to be released early 2023.

Highlights

 

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

 

Tuesday, May 23

General Session

7:00am - 7:50am 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 ethicallity 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. Attend this session and receive one (1) additional hour of CPE credit (9 hours total).

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.

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 Financial Tech Innovation - 101

Speaker: To be announced soon

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 Financial Tech Innovation - Adavanced

Speaker: To be announced soon

This session is available to registrants only.

1:50pm - 2:40pm Mergers & Acquistions

Speaker: Howard Hagen, Dickinson Law

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

This session is available to registrants only.

Non-Member Price $0.00

Member Price $0.00

Please call us at 515-223-8161 to register for this event.