Save the date! Financial Institutions Conference (IN-PERSON ATTENDANCE)
8.00 Credits
Member Price $0.00
Non-Member Price $0.00
Overview
SAVE THE DATE!
The ISCPA Financial Institutions Conference brings together CPAs and other professionals working in or with the banking industry to discuss the latest trends, innovations and challenges facing the industry today. Gain valuable insights, connect with industry leaders, and expand your network.Thank you to the ISCPA Financial Institutions Committee! We appreciate your time and commitment to developing a top-notch program for your peers. View the committee members.
Highlights
See the agenda tab above for the full conference schedule. Registration will open in early March.
Designed For
CPAs and financial professionals working in or with financial institutions.
Objectives
To provide the latest information on accounting and financial issues affecting financial institutions.
Notice
- NOTE: You may also attend this conference via live webcast. Register for live webcast attendance HERE.
- Overnight hotel accommodations are available at a discounted rate of $169 per night. Reserve your stay online by May 6, 2026.
Thursday, May 28
General Session
- Welcome Comments
This session is available to registrants only.
General Session
- Economic Update
Session description coming soon.
Speaker: Dr. Tom Root, Ph.D. | Drake University
Session field of study: Economics (1.2 hrs Technical)
This session is available to registrants only.
General Session
- 2026 Tax Update for Financial Institutions
Gain insight on the latest tax laws and regulations impacting the financial sector. Learn key perspectives and best practices for compliance, risk management and tax planning. Discover practical takeaways to stay informed to navigate the complex tax landscape facing financial institutions today.
Speakers:
- Rachel Scheve | Partner | RSM US LLP
- Kimberly Wernimont | Senior Tax Director | RSM US LLP
Session field of study: Taxes (1.2 hrs, Technical)
This session is available to registrants only.
General Session
- AI in Banking: Industry Leader Perspectives
Session description coming soon.
Panelists:
- Derek Baker | EVP, Growth and Innovation | Mills Marketing
- Ben Currie | CFO | TruBank | Moderator
- Tim Dively | Digital Growth Manager | CLA
- Shawn Laird | IT Director | Federal Home Loan Bank of Des Moines
- Brendt Lauck | Manager, Risk Advisory | Eide Bailly
Session field of study: Information Technology (1.2 hrs, Technical)
This session is available to registrants only.
General Session
- The Regulatory Landscape: Insights from Experts
Hear from industry experts on the current and emerging regulatory landscape. This interactive panel discussion will cover a wide range of topics, including changes in the regulatory environment, updates on regulatory compliance requirements, emerging risks and opportunities, and the role of technology. The panelists will share their views on best practices for managing regulatory compliance and strategies for staying ahead of regulatory changes.
Panelists:
- James Johnson | Superintendent | Iowa Division of Banking
- Chad Jorgensen | Senior Supervision Manager | Federal Reserve Bank of Chicago
- Chris Kumpf | Senior Examiner | Iowa Division of Credit Unions
- David Redenbaugh | Field Supervisor | FDIC
- Jenna Siberz | Audit Partner | KPMG | Moderator
Session field of study: Specialized Knowledge (1.2 hrs, Technical)
This session is available to registrants only.
General Session
- Ethical AI Practices: Ensuring Responsible Use
Generative AI is transforming the way professionals work, but with its power comes real ethical responsibility. This session explores the ethical implications of using generative AI and the practical steps organizations and individuals must take to use it responsibly. Examine common risks and dilemmas related to data privacy, security, regulatory compliance, and professional standards, while learning how to navigate them with confidence. Leave with a clearer understanding of how to implement generative AI in a way that is compliant, secure, and aligned with ethical best practices - without slowing innovation.
Speaker: John Higgins | Higgins Advisory LLC
Session field of study: Behavioral Ethics (1 hr, Nontechnical)
This session is available to registrants only.
General Session
- Confessions of an Internal Auditor: What We’re Really Seeing in the Field
What are internal auditors really seeing across the banking industry? This engaging session brings together audit professionals to share candid insights into common challenges, recurring issues and emerging trends. Explore areas such as model validation, audit thresholds, and how those thresholds can impact the level of service required from accounting firms. Gain practical perspectives to better understand audit expectations, avoid common pitfalls and strengthen organizational processes.
Speakers:
- Jamie Cornish | Chief Audit Executive | Federal Home Loan Bank of Des Moines
- David Heneke | Principal | CLA
- Michael Yung | Controller | West Bank | Moderator
Session field of study: Auditing (1.2 hrs, Technical)
This session is available to registrants only.
General Session
- Financial Institution Consumer Awareness, Fraud and Advocacy
Session description coming soon.
Speakers:
- Adam Gregg | President and CEO | Iowa Bankers Association
- Jenica Lensmeyer | Vice President, Marketing and Industry Relations | Iowa Bankers Association
Session field of study: Specialized Knowledge (1hr, Technical)
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.