8 a.m. - 8:10 a.m. | Welcome
8:10 a.m. - 9:10 a.m.| Economic Update
In a rapidly shifting economic landscape, staying informed is essential for sound decision-making. Hear a timely overview of the current economic environment, with a focused look at how key domestic and global issues are shaping the U.S. and international economies over the next 6 to 12 months. Examine the major forces influencing growth, inflation, interest rates, labor markets, and global markets, while highlighting emerging trends that may present both risks and opportunities in the near term.
Speaker:
Dr. Tom Root, Ph.D. | Drake University
9:25 a.m. – 10:25 a.m. | 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
10:35 a.m. - 11:35 a.m. | AI in Banking: Industry Leader Perspectives
Have you started using AI, or are you just beginning to think about it? Hear from industry leaders on practical ways financial institutions are putting AI to work—from accounting and operations to marketing and everything in between. The panel will share real-world examples, lessons learned and insights into how to move from curiosity to confident implementation.
Plus, explore the basics of getting started, including security and privacy considerations, ethical responsibilities and governance best practices. Walk away with a clearer understanding of how to develop an AI policy, where AI can create immediate efficiencies, and how to evaluate the different large language models (LLMs) available—both free and paid— to drive innovation responsibly in your institution.
Moderator:
Ben Currie, CFO | TruBank
Panelists:
Derek Baker, EVP, Growth and Innovation | Mills Marketing
Tim Dively, National Digital Director | CLA
Shawn Laird, IT Director | Federal Home Loan Bank of Des Moines
Brendt Lauck, Manager, Risk Advisory | Eide Bailly
11:35 a.m. - 12:20 p.m. | Lunch Break
12:20 p.m. - 1:20 p.m. | 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. Explore expert views on best practices for managing regulatory compliance and strategies for staying ahead of regulatory changes.
Moderator:
Jenna Siberz, Audit Partner | KPMG
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
1:30 p.m. – 2:20 p.m. | Ethical AI Practices: Ensuring Responsible Use
Generative AI is transforming the way professionals work, but with its power comes real ethical responsibility. Explore 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
2:30 p.m. - 3:30 p.m. | Confessions of an Internal Auditor: What We’re Really Seeing in the Field
What are internal auditors really seeing across the banking industry? Join audit professionals as they 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.
Moderator:
Michael Yung, Controller | West Bank
Speakers:
Jamie Cornish, Chief Audit Executive | Federal Home Loan Bank of Des Moines
David Heneke, Principal | CLA
3:45 p.m. - 4:35 p.m. | Financial Institutions Fighting Fraud
Fraud schemes targeting financial institutions and their customers continue to evolve at a rapid pace. Gain a clearer understanding of the most common and emerging fraud trends, explore how criminals exploit vulnerabilities within financial systems, and learn to recognize the warning signs that professionals and consumers often overlook.
Speakers:
Adam Gregg, President and CEO | Iowa Bankers Association
Jenica Lensmeyer, Vice President, Marketing and Industry Relations | Iowa Bankers Association