Wednesday, April 8

8:15am  Registration

9:00am Opening Keynote Speaker

• Culture by Design: Aligning for Success
  Lynsey Mulder
  
  • In this powerful keynote, participants are guided through the essentials of creating a culture that thrives on shared values, clear behaviors, and actionable agreements. Through thought-provoking insights and real-world examples, Lynsey demonstrates how to build a foundation of trust, transparency, and purpose. Attendees will walk away with practical strategies to foster a positive and collaborative work environment, equipped to create a “team compass” that drives success and empowers each member to bring their best to the table. You will be inspired to design a culture of connection and high performance, setting the stage for long-term success.

10:20am Break with Exhibitors

10:45am Breakout Session

• HR Breakout: AI in the Workplace
  Chris Porter, Drake University
  
• Marketing Breakout: From Reels to Relationships: Multigenerational Social Media for Community Banks
  Chris Snider, Drake University
  • Gen Z scrolls. Boomers read. Millennials share. Each group engages with banks on social media in its own way. This session will show how to create content that sparks interest from younger generations while reinforcing trust with long-time customers. Learn how to blend short-form video, storytelling, education, and community-focused posts into a strategy that works for every age group. Expect real examples, creative prompts, and simple frameworks that help your bank stay relevant across generations.

Noon   Lunch

1:00pm Breakout Session

• HR Breakout: Iced Coffee + Connections Round Table
  • Join your peers for a round table networking session designed to spark fresh ideas and meaningful conversations. Attendees will rotate through small-group discussions focused on practical HR practices, employee engagement strategies, talent development, and shared workforce challenges in today’s banking landscape. This interactive session is the perfect opportunity to exchange insights, build new relationships, and gather inspiration from peers—all while enjoying an iced coffee!

• Marketing Breakout: Community Involvement Panel
  • Discover how Iowa banks are strengthening their communities—and their brands—through meaningful engagement. Together, the panelists will share real-world examples of how intentional community involvement can elevate your bank’s visibility, deepen customer relationships, and open doors to future business opportunities. Attendees will gain practical insights and inspiration for leveraging local partnerships to enhance marketing impact and drive long-term community success.

2:00pm  Break with Exhibitors

2:30pm Breakout Session

• HR Breakout: Legal Update
  Matt Mauntel-Medici, Attorney, BrownWinick Law Firm
  Danielle Smid, Member, BrownWinick Law Firm
  
• Marketing Breakout: Iced Coffee + Connections Round Table
  
  • Join your peers for a round table networking session designed to spark fresh ideas and meaningful conversations. Attendees will rotate through small-group discussions focused on practical marketing tactics, creative strategies, and shared challenges in today’s banking landscape. This interactive session is the perfect opportunity to exchange insights, build new relationships, and gather inspiration from peers—all while enjoying an iced coffee!

3:30pm Break with Exhibitors

3:45pm Breakout Session

• HR Breakout: Legal Update – Con’t.
  Matt Mauntel-Medici, Attorney, BrownWinick Law Firm
  Danielle Smid, Member, BrownWinick Law Firm
• Marketing Breakout: The Massive Impact of Customer Reviews & How to Get to 5 Stars
  Jordyn Swanson & Jess Doerr, Social Assurance
  
  • Customer reviews are incredibly powerful. Consistent, positive reviews can increase online visibility, surfacing your branch locations to the top of user search results on search engines like Google and AI tools like ChatGPT. What’s more, a large quantity of 5-star ratings signals credibility, making customers more likely to reach out and to refer your bank to family, friends, and colleagues. Negative reviews and low star ratings, on the other hand, can have an outsized negative impact on your visibility and credibility. In fact, a single low star rating at the branch level can overshadow strong in-branch service and negatively impact how a bank is discovered and perceived online. In this session, we’ll do a deep dive on customer reviews–the good, the bad, and the ugly. We’ll talk about how poor or outdated reviews suppress local search performance, erode trust before a customer ever walks through the door, and directly impact account, deposit, and loan growth. Attendees will learn why reviews matter more than most banks realize, how to identify and fix review gaps at the branch level, and practical, compliant ways to generate more 5-star reviews that accurately represent the customer experience.

4:45pm Reception

6:00pm Adjourn

Thursday, April 9

8:00am Breakfast

9:00am Breakout Session

• HR Breakout:
  
  
• Marketing Breakout: Staying Ahead in an Evolving Fraud Landscape
  Patrick Smith, SVP, Fraud Operations, American Bankers Association
  • As fraud schemes grow more sophisticated, banks face an ever-changing mix of persistent threats and emerging risks. This session provides a comprehensive look at today’s most pressing fraud challenges – from traditional scams fueled by social engineering to the rise of AI-driven schemes and the resurgence of check fraud. Attendees will gain practical insights into evolving prevention strategies, innovative industry tools, and best practices to strengthen defenses. Together, these topics offer a comprehensive view of the tactics reshaping the modern fraud environment and the tools needed to combat them.
    
    

10:15am Break

10:30am Closing Keynote Speaker

• The Updside
  Jack Stahlmann
  
  • The post-covidian era has created unique problems like staffing shortages, burnout and the increasing creep of a workplace staple: negativity. Inspired by a certification from Yale on the Psychology of Well-Being, this session will show you how to navigate negativity in the workplace as Jack examines how challenging times can bring big things to anyone, if you look in the right place. But as the GI Joe Fallacy (yes, that GI Joe) demonstrates, simply seeing the silver lining is not enough. It’s the doers who find the upside. Because in a world with so much downside, you can always find a way to.. up yours.

11:45am Adjourn