42nd Annual Eide Bailly Bank Seminar

Providing Knowledge, Ideas and Solutions for Your Bank

Eide Bailly’s annual bank seminar returns again in 2022 as bankers thrive and succeed in today’s economy along with an environment of changing interest rates. The banking industry is continuously changing as a result of recent legislative and economic issues. It’s important to understand how various regulatory, legislative, and financial factors are impacting your organization.

Join us for our 2022 Bank Seminar to help strengthen your knowledge of the latest economic landscape, banking industry regulations and requirements. Be prepared to hear from leading advisors in the banking industry and receive guidance on the specific challenges your bank and customers are experiencing. The Eide Bailly Bank Seminar will help you maintain a competitive leadership position, remain in compliance and increase your profitability.

Our seminars include a solid lineup of speakers and topics designed for bank executives, bank directors, officers and banking industry professionals. Here is the lineup of the session topics, speakers, dates and locations for the Bank Seminar. The sessions are free to attend and qualify for CPE.

Be sure to share the Bank Seminar with your bank directors and officers, staff and professional network as well as on social media - #EBBankSeminar2022.

Thursday, November 17 | West Des Moines, Iowa | Marriott

Eide Bailly 2022 Bank Seminar Schedule at a Glance


Join us November 17, 2022 for the Eide Bailly Bank Seminar at the West Des Moines Marriott to help strengthen your leadership skills with keynote speaker Alan Feirer, Group Dynamic, followed by a discussion with Compliance Principal, Ann Rockswold of Eide Bailly on Banking as a Service (Baas). Hear from the Regulators from FDIC, Federal Reserve Bank of Chicago and the Iowa DOB in addition to leading advisors in banking and receive guidance on the specific challenges your bank and customers are experiencing. The Eide Bailly Bank Seminar will help you maintain a competitive leadership position, remain in compliance, and prepare your bank with strategies for growth.

Learning Objectives

General Session

  • Identify ways to deepen empathy and curiosity and improve communication skills.
  • Define the four levels of maturity to adopt an others-focused mindset.
  • Examine ways to ensure compliance with the FinTech due diligence with Ann Rockswold, Eide Bailly.

3:00 p.m. Breakouts

  • A1 - Regulatory Panel Discussion: Identify current regulatory issues and concerns Regulatory Panel Discussion moderated by Blake Crow, Eide Bailly with the FDIC, Federal Reserve Bank of Chicago, and the Iowa DOB.
  • A2 - Cybersecurity Update: Define what a cyber-attack is and the effects it can have on your organization and discuss how cybersecurity can protect your data and reputation with Kyle Hendrickson, Eide Bailly.
  • A3 - M&A Update: Discuss recent M&A in Iowa in a panel discussion moderated by Blake Crow, Eide Bailly with Marc Ward, Fredrikson & Byron, P.A., and Greg Clausen, Eide Bailly.

4:00 p.m. Breakouts

  • B1 - Wealth Transition & Financial Planning: Recognize how business succession planning can mean many different things to business owners. Partner Abby Croll and Financial Advisor, Kenny DuPré will discuss some of the key concepts in successful business succession planning for owners of bank holding companies and how they can plan and balance their personal estate and succession plans with their bank and bank holding company succession plans. Topics will include family ownership issues, shareholder to shareholder issues, continuity of control/management, pre-sale planning and other tax considerations, common planning pitfalls and more.
  • B2 - Core Contracts: Discuss the top 10 pitfalls when evaluating your technology providers and contracts with a detailed look into how vendors and contracts can eat into your bottom line with Eide Bailly Consulting Directors, Tom Caruthers and Mike Martin who will discuss items to look for when negotiating your next contract renewal, technology evaluation, or systems and services purchase. They will also discuss items to monitor to ensure your vendor is keeping up with your current and future technology needs to ultimately maximize your customers’ wallet share.
  • B3 - Internal Audit & Compliance Update: Define what an internal audit is and how it can benefit your bank. We will also identify ways to ensure compliance with the Unfair or Deceptive Acts or Practices (UDAP), Bank Secrecy Act and Anti-Money Laundering updates and more compliance hot topics with Ann Rockswold and Diane Wolfe, Eide Bailly.

CPE Information:
CPE Credits: up to 4 hours
Field of Study: Specialized Knowledge
Level of Knowledge: Intermediate
Delivery Method: Group-Live

Additional Information: This is a Group-Live Training. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies, please contact Amy DeGeorge - adegeorge@eidebailly.com.

CPE Sponsors

What You Need to Know About the Bank Seminar

Do I have to attend all the sessions?
No. You can register for any individual session or all five sessions.

How much does it cost to attend?
There is no cost to attend the 42nd annual Eide Bailly Bank Seminar. However, we require that you register ahead of time.

Will I receive continuing education credit for attending?
Many of the sessions will qualify for CPE credit. For full details related to CPE, visit the registration page for each session.

Who should I contact for more information?
Cheryl Knudson
Financial Institutions Industry Marketing Manager

Will the sessions be recorded?
The event in Ontario, California on October 24, 2022 will be the only seminar recorded. Recorded sessions are not eligible for CPE.