CPE Catalog & Events

Excel blocking and tackling – often overlooked tools Advanced Excel functions and latest features Power Query and other data manipulation tools PivotTables – Excel's best feature is now even better Modern dynamic arrays and formula techniques Workflow optimization strategies for financial professionals

Conference topics will be made available in early 2027. 2026 conference topics included: Building an Ethical Culture in the Age of AI Iowa Economic Update Tax Update Mastering Difficult Conversations Cyber, Data and AI Risk: What Business Leaders Need to Know National Economic Outlook People, Purpose and Progress: Workforce Trends to Watch Iowa Business Success Story: Fareway Stores What past attendees had to say: "I love this conference! It is one I ensure I attend every year." "Best B&I conference I've been to!" "Always good mix of topics and speakers."

2026 conference topics included: Economic Update 2026 Tax Update for Financial Institutions AI in Banking: Industry Leader Perspectives The Regulatory Landscape: Insights from Experts Ethical AI Practices: Ensuring Responsible Use Confessions of an Internal Auditor: What We’re Really Seeing in the Field Financial Institutions Fighting Fraud See why professionals come back year after year. Here's what 2026 attendees had to say. "The best conference I can remember. Outstanding presenters, presentations, and topics. I really enjoyed the conference." "Enjoy attending this conference virtually every year. I find the content relevant and the speakers to have good insights to what is really going on in the industry." "Well presented and very interesting relevant information."

2026 conference topics included: Economic Update 2026 Tax Update for Financial Institutions AI in Banking: Industry Leader Perspectives The Regulatory Landscape: Insights from Experts Ethical AI Practices: Ensuring Responsible Use Confessions of an Internal Auditor: What We’re Really Seeing in the Field Financial Institutions Fighting Fraud See why professionals come back year after year. Here's what 2026 attendees had to say. "The best conference I can remember. Outstanding presenters, presentations, and topics. I really enjoyed the conference." "Enjoy attending this conference virtually every year. I find the content relevant and the speakers to have good insights to what is really going on in the industry." "Well presented and very interesting relevant information."

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