Newsletter from the Iowa Society of CPAs, your primary source for profession-related information
Introducing the ISCPA Leadership Summit 2025, our newest event set to energize members with a dynamic blend of networking opportunities and applicable leadership strategies. Set for Thursday, May 1 at the Courtyard by Marriott in Ankeny, the summit is free for ISCPA members.
A highlight of the summit is the keynote address by Suzanna de Baca, CEO of Story Board Advisors. Suzanna is renowned as a thought leader in human-centered leadership, with extensive experience guiding organizations across the public, private, familyowned and nonprofit sectors. Suzanna will share what it takes to be a future-ready leader and you will leave with actionable insights to strengthen your leadership roles within ISCPA and beyond, ensuring that you’re not just keeping up with change, but driving it!
Following the keynote, a leadership workshop led by ISCPA members
Jenny McGarry and Monica Steckel will invite participants to translate inspiration into action. This interactive session is designed to provide practical strategies that members can implement in their own professional settings and in volunteer roles. The workshop aims to foster collaboration and encourage the exchange of ideas among peers, ultimately contributing to the personal and collective growth of members and the Society.
The program includes lunch, a special awards presentation recognizing the Outstanding Committee Chair and Distinguished Service honorees, and the election of the ISCPA Board of Directors. The day allows us to celebrate volunteers, acknowledge leaders and inspire members to take advantage of new opportunities.
“This summit is a unique opportunity for our members to deepen their involvement with ISCPA while gaining valuable insights from a recognized leader in organizational engagement and board leadership,” said ISCPA Interim CEO Ardis Kelley. “We are excited to offer an event that blends member involvement with hands-on leadership development.”
Don’t miss the ISCPA Leadership Summit 2025. The event underscores ISCPA’s commitment to nurturing talent and strengthening the leadership community among its members, providing a platform for growth, connection and shared success.
All ISCPA members are encouraged to attend!
For more information or to register, visit www.iacpa. org/25LS
IOWA SOCIETY OF CPAS
Don’t miss the new ISCPA Leadership Summit 2025 SUMMIT LEADERSHIP
AGENDA
11 - 11:30 A.M. | Registration and networking
11:35 A.M. - 12:15 P.M. | Lunch
12:15 - 12:30 P.M. | Annual business meeting and election of leaders
12:30- 12:45 P.M. | Iowa CPA awards presentation
12:45 - 1:45 P.M. | The CPA of Tomorrow: Cultivating Future-Ready Leadership
2 - 3:30 P.M. | Committee, task force and leadership workshop
Networking and professional headshots available before and during the event.
BRONZE SPONSOR
BOI reporting gets interim final rule
FinCEN has issued an interim final rule removing the requirement for U.S. companies and U.S. persons from having to provide Beneficial Ownership Information (BOI) to FinCEN under the Corporate Transparency Act. Additionally, the interim final rule revises the definition of a reporting company to mean only those entities that are formed under the law of a foreign country and that have registered to do business in any U.S. state or jurisdiction.
All entities created in the U.S. and their beneficial owners will be exempt from the BOI reporting requirements. Foreign entities must report their BOI to FinCEN under new deadlines.
• Foreign entities registered before the interim final rule’s publication must file BOI reports within 30 days of that date.
• Foreign entities registered on or after the interim final rule’s publication must file within 30 calendar days of receiving notice that their registration is effective.
Questions and concerns surrounding BOI filings, deadlines and the CPA’s role in helping clients with the filing process have been prominently featured in our publications and ISCPA Link, our member-only online discussion community, since 2023.
FinCEN is accepting comments on the interim final rule and intends to finalize the rule this year. Members are encouraged to share this important update with their clients and businesses (www.iacpa.org/fincen).
ISCPA members-only CPE series continues
We are thrilled to share our popular series of FREE continuing education courses will be returning for the 2025-26 membership year. Available only to ISCPA members, this CPE series offers a value that exceeds the cost of annual membership.
As part of our commitment to providing ongoing learning opportunities, we have once again designed a comprehensive series to help you expand your knowledge and skills.
The lineup of virtual, one-hour courses will cover a wide range of topics. Whether you are looking to enhance your leadership skills, stay up to date with the latest developments in the profession, or simply explore new areas of interest, we have something for everyone.
As an ISCPA member, you will have access to 12+ hours of CPE at no charge. That’s a savings of more than $600 just for being an ISCPA member! Courses will be added throughout the year, so be sure to check often for updates: www.iacpa.org/freecpe
Be sure to renew your ISCPA membership in early May to start taking advantage of this amazing benefit. Take a look at two of the courses kicking off the series in May and June.
MARKETING YOUR FIRM THROUGH BRAND AUTHENTICITY
May 6 | 9-10 a.m. | 1 hr CPE
Speakers: Benjamin Currie and Micholyn Fajen
SPEAK UP, TUNE IN!
June 12 | 9-10 a.m. | 1 hr CPE
Speaker: Lynsey Mulder
Managing mental load - Working Parents Resource Group
ISCPA’s Working Parents Resource Group is designed to support members balancing their professional careers with parenting responsibilities. This group provides a platform for sharing strategies, networking opportunities, and tailored resources to help working parents thrive in both their personal and professional lives.
Are you looking for insights and practical advice to navigate the rewarding, yet challenging, journey of parenting while working? Look no further! The April virtual Working Parents Resource Group meeting will focus on the topic of Managing Mental Load, the invisible labor of keeping everything running.
Thursday, April 17 | 12:30-1:30 p.m. | Virtual meeting | Register at www.iacpa.org/wprg
We’ll explore key takeaways from the books, “Fair Play” by Eve Rodsky and “Let Them” by Mel Robbins. Feel free to grab a copy and start reading ahead!
Join us for an open discussion on how to create more balance and share strategies for managing it all. We’d love to hear your experiences and look forward to welcoming you!
RESOURCES TO HELP
If your firm hasn’t started the transition from a system of quality control to a system of quality management, you’re late to the game, but you still can finish on time. Implementation of the new QM standards is required by Dec. 15, 2025, which is around the corner.
Resources and links to information supporting quality management implementation are available on the ISCPA website at www.iacap.org/qms and also at aicpa-cima.com/auditqm (some are available only to AICPA members).
If you’re seeking guidance on this topic, ISCPA’s May seminar with Jim Martin can help. A special bonus opportunity is available only for participants of this event. See the registration page for details.
CPA licensure bill advances
The ISCPA-backed bill to add another path for those seeking the CPA license in Iowa is advancing through the Iowa Legislature.
PROGRESS
After unanimously clearing both the House and Senate State Government Committees, the bill HF 778 was brought to the floor of the House on March 17 where it once again had the support of all legislators. The Senate version of the bill, SF 477, was attached to the House bill and awaits its date on the Senate’s debate schedule. The bill has satisfied the requirements to remain eligible beyond the second funnel deadline on April 4.
To stay informed about this legislation and other bills we are watching, subscribe to Take 5, ISCPA’s legislative update emails at www.iacpa.org/my-cpa/ subscriptions
UAA PROPOSED CHANGES
The AICPA and NASBA are also changing their position on licensure and following multiple states in seeking additional pathways and changes in practice mobility. The AICPA and NASBA released proposed changes to the Uniform Accountancy Act (UAA) that will open a third educational path and help pave the way for other states to adopt CPA licensure rules that align with the legislation introduced in Iowa. They are requesting comments on the proposed changes by May 3. Find the proposal and comment form on the NASBA website under latest news (nasba.org).
Watch for more updates on Iowa’s CPA licensure bill as we work to get the bill across the finish line.
ISCPA launches new Career Center on website
Your career search is about to become a lot more efficient with the new and improved Career Center.
ISCPA is pleased to announce the recent launch of our new Career Center replacement for the Job Posting page on our website. The Career Center includes jobs like Accounting & Finance, Executive and Consulting - all within the accounting industry. Members can connect with highly qualified job seekers through 30-day and 60-day job postings, emailed job alerts, and more.
Sign into your account at careers.iacpa.org. Job seekers get the following benefits:
• Simple sign-on with ISCPA member credentials on desktop and mobile.
• Quick search capability from the Career Center home page, or drill down with advanced search and find jobs matched by company name, experience level, and more.
• Set up job alerts directly from the search page to receive email notifications when a posted position is a match.
• Post resumes, request references and build a job seeker profile to make it easy for employers
to approach job seekers with relevant job opportunities.
• Track and monitor all applications through the Career Center.
Companies posting job openings now have more access to qualified candidates and can look forward to the following:
• Discount job package pricing for ISCPA association members.
• Visibility boosts - feature company logo on the career center homepage, send job alerts directly to candidates, and more.
• Success tracking with job performance reports accessed in the Career Center intuitive applicant tracking system.
• Send job postings to all sites like ZipRecruiter and LinkedIn with Partner Network.
Whether you’re a company searching for a highly skilled candidate, or a highly qualified professional looking for your next opportunity, the Career Center is your one-stop-shop for recruiting and job searches.
Don’t leave membership value on the table
• Emergency Transport: Coverage for unexpected medical transportation costs when every second counts.
• Business Owners Insurance: Safeguard your firm with policies designed for small business owners.
• Professional Liability Insurance: Protection against claims of errors and omissions in your work.
As we are gearing up for a new membership year that starts on May 1, be sure you take advantage of all your ISCPA membership has to offer. Valuable benefits you can only get from ISCPA await. Whether you joined for our advocacy efforts, count on us for top-notch CPE, or thrive from peer-to-peer connections, we have more for you to discover.
LEADING NEW MEMBER BENEFITS
Career Center - We just launched a new, upgraded ISCPA Career Center on our website (careers. iacpa.org). Replacing our previous job posting page, the Career Center provides members with valuable resources to seek out accounting professionals and engage with highly qualified candidates or find your next career adventure! In this time of talent shortage within the profession, turn to ISCPA to access a pool of competent talent easier than ever by recruiting through the new and improved Career Center. Job seekers will enjoy new career tools including interview coaching, job offer analysis and job alert features. Of course, members receive discounted pricing when advertising positions on the site! Searching for a great intern? Post your internships in ISCPA’s
Career Center for free and search the resume database for one of ISCPA’s 900+ eager student affiliates. Take advantage of this timely ISCPA member benefit.
Insurance - Protect what matters most. Exclusive insurance discounts for ISCPA members coming soon! As an ISCPA member, you will soon have access to exclusive discounts on a variety of insurance products designed to protect you, your career, and your business. Take advantage of affordable coverage tailored to the needs of accounting professionals. Member-only discounts will be available for:
• Accidental Death & Dismemberment (AD&D): Financial protection for you and your loved ones in case of an unexpected accident.
• Disability Insurance: Income protection to support you if an injury or illness prevents you from working.
• Life Insurance: Peace of mind knowing your family is financially secure in the event of the unexpected.
• Major Medical: Comprehensive health coverage options to keep you and your family protected.
• Cyber Liability Insurance: Defend your business from cyber threats, data breaches, and digital risks.
These exclusive member benefits help you secure essential coverage at a reduced cost, ensuring you’re protected both personally and professionally.
College savings - ISCPA members qualify for Upper Iowa University’s (UIU) Gold Grant thanks to our partnership. Members, members’ spouses and children are eligible for savings of $275 per course tuition grant for courses taken at a UIU center or online that are two credits or more.
Learn more about this opportunity at UIU.EDU/ISCPA
Watch for your membership renewal on May 1 and check out these great new member benefits for the 2025-26 membership year.
MORE TOP MEMBER BENEFITS
FREE CPE - Our membersonly FREE CPE series helps you expand your knowledge and skills. The total value of this benefit alone is more than your annual membership dues! In the 2024-25 membership year ending on April 30, this series offered 12 sessions with a great variety of topics. Even with member discounted prices, the value exceeds $600!
CPE tracking - As a member, ISCPA’s My CPE Tracker automatically records the credit hours you earn from our courses. You can also add credits from other courses you’ve taken, and it’s 100% free for you. The tool provides you with a personalized log of your progress, plus the Iowa Accountancy Examining Board accepts the tracker transcripts for CPE audits.
ISCPA Link – Get answers to your questions with ISCPA Link! Take advantage of your member-only online community to discuss professional issues, post questions and share knowledge within a secure space. This easy access tool allows ISCPA members to conveniently connect. You control how often you receive email alerts and can even choose the day and time if you prefer a weekly synopsis. Access from the link at the top of the ISCPA home page.
Discounted CPE - Beyond the free CPE we make available to members, ISCPA provides deep discounts for quality professional education. With an eye on members’ needs, we continue to deliver the highest quality events and initiatives. From an ever-expanding list of highly rated online learning choices to our growing outreach to younger generations, we equip members with new skills and knowledge while expanding the minds of those seeking more on trending topics in the profession.
Make connections - Being engaged with your state society can lead to opportunities you’ve never thought possible. Attend an in-person conference or connect with others through discussions on ISCPA Link. Join a resource group, committee, task force or participate in Iowa CPAs Month of Service. Becoming more involved means you build relationships with amazing people!
April is the final month of our membership year. Your annual membership renewal period begins May 1. Watch for your renewal statement in your inbox, mail, or visit www.iacpa.org/ renew. Please consider using our secure online renewal process or ACH option. Invest in yourself, your state society and your profession by renewing your membership in May.
Update your profile
As you log on to our website to renew your ISCPA membership, please take a moment to update your profile and preferences. This helps us communicate the information you want so you can stay informed with news, events and learning opportunities. Visit www. iacpa.org/my-cpa to review your profile, job title, contact data, and adjust communication preferences.
To find your local community foundation or learn more about Endow Iowa Tax Credits, please visit our website or contact us:
The following individuals have recently joined the Society. Please take time to welcome them and invite them to participate in events and programs with you.
New student affiliates
Buena Vista University
Annika Hemann
Central College
Alex Foran
Gavin Smith
Dordt University
Jeralyn Rediger
Drake University
Emma Ihrig
Gavin Neely
Grand View University
Will Weis
Indiana University –Bloomington
Nate Strawn
Iowa State University
Guillermo Garcia Jr.
Carly Peterson
Loras College
Lorelai Boucher
Louisiana State University
Sean Hennessey
Luther College
Olivia Engler
Mount Mercy University
Payton Bideaux
Simpson College
Skylar Oborny
Southern New Hampshire University
Laqueysha Calderon
University of Dubuque
Luke Fields
Members in the news
Alex Adler, Honkamp PC, Davenport, has been named principal.
Caitlin Cain, Meriwether Wilson & Company PLLC, West Des Moines, has been promoted to manager.
Carlyn Goebel has been hired by Maintainer Corporation of Iowa Inc of Sheldon as staff accountant.
Devin Harker has been hired by Innovative Captive Strategies Inc of Waukee as senior financial analyst.
Jason Huang has been hired by Federal Home Loan Bank of Des Moines as financial reporting analyst II.
Travis Kinney, Meriwether Wilson & Company PLLC, West Des Moines, has been promoted to manager.
Amy Kircher, Fidelity & Guaranty Life, has been promoted to lead internal auditor.
Ronika Mann has been hired by Grant Thornton LLP of Minneapolis as tax senior.
University of Illinois
Urbana – Champaign
Nate Davis
University of Iowa
Chase Barth
Ethan Berkey
Will Burkhead
Keenan Collins
Byran Cozad
Jackson Daly
Madox Doehrmann
Carter Ellis
Hayden Francois
Emma Gutzman
Sean Kannegiesser
Paul Kuehn
Nick Larson
Christian Madison
Colin Muhlena
Molly Mayfield has been hired by GreenFlex Financial PLLC of East Moline as managing accountant and auditor.
Samantha Mellinger, LattaHarris LLP, Washington, has been promoted to staff accountant.
Kayla Pitz has joined Ernst & Young LLP of Des Moines as assurance staff.
Samantha Rose has been hired by The Mutual Group, West Des Moines as integration & accounting policy manager.
Thanh Phung
Charlie Roe
Adam Shaw
Tate Skahill
Andrew Skarzynski
Dylan Stejskal
Sydney Stewart
Kelsey Taylor
Luke Thompson
Kendra Underwood
Noah Van Wyk
Chris Vanden Berge
Ben Wegmann
Carsen Williams
University of Phoenix
Allen McCain
Upper Iowa University
Mia Huberty
Spencer Wegmann
Staci Schoorman, Sammons Financial Group, West Des Moines, has been promoted to associate vice president, accounting policy.
Amanda Schwarz has been hired by Iowa Public Employees Retirement System of Des Moines, as chief financial and administrative officer.
Alex Song has been hired by MHCS PC of West Des Moines as tax senior.
Paul Yokas has been hired by LattaHarris LLP of Cedar Rapids as director of assurance.
CPE Spotlight
Save the date for annual tax updates and signature programs
MAY 12 Iowa Governmental Audits - Local Government Update
JUNE 16 Multistate Tax Issues: Interstate Insights and Regional Perspectives
AUG. 6 Farm Tax Update
OCT. 27 Accounting and Auditing Update for the Real World
OCT. 28 Preparation, Compilation and Review Update for the Local Firm
OCT. 30 Real World Tax Update for Individuals and Entities
NOV. 6 Federal Tax Update: Individual and Business C.urrent Developments
NOV. 13 Iowa Tax Update
NOV. 20-21 Fall Federal Tax Summit (Cedar Rapids)
DEC. 2 Iowa Department of Revenue Update
DEC. 8-9 Winter Federal Tax Summit
As potential future tax updates are released, ISCPA will be your go-to source for the latest news and developments. Visit our online CPE catalog www.iacpa.org/cpe often for the latest learning opportunities.
New Quality Management Standards take effect
soon
The accounting profession is undergoing a significant transformation with the introduction of the AICPA’s new Quality Management (QM) standards. These standards, effective Dec. 15, 2025, mark a shift from traditional quality control systems to a proactive, risk-based approach tailored to each firm’s unique circumstances.
Why this matters for CPAs
The impending effective date necessitates immediate attention from CPAs to assess and adapt to these standards. Key actions include:
• Understanding applicability: Grasping how the new requirements impact your firm’s specific services and operations is crucial.
• Developing a tailored QM system: Creating a system that aligns with the new standards and addresses identified quality risks.
• Staff training: Educating team members on risk assessment and the importance of ongoing monitoring to maintain high-quality engagements.
Proactive adoption of these standards not only ensures compliance but also enhances the integrity and reputation of your practice. Visit the ISCPA QM resources page for more information and updates: www.iacpa.org/qms
Prepare now with our education offerings: ON DEMANDImplementing the New Quality Management Standards: Time to Get to Work www.iacpa.org/gettowork
LIVE VIRTUAL SEMINAR, MAY 28From Plan to Practice: Successfully Implementing Your Firm’s Quality Management System www.iacpa.org/sqm
Unlock your exclusive member benefit – Free CPE
As an ISCPA member, you get exclusive access to 12+ hours of FREE continuing education throughout the 2025-26 membership year, a $600+ value at no extra cost. This is just one of the many ways your membership delivers real value, helping you stay informed, enhance your expertise and maintain your credentials without added expense. We’re actively planning the lineup of convenient, 1-hour virtual programs to help you maximize this valuable member benefit. Don’t miss out – be sure to renew your membership in early May to maintain your access to top-quality education and resources that support your success.
Stay up to date on upcoming sessions by visiting www.iacpa.org/cpe/freecpe regularly for the latest schedule.
Elevate your expertise at one of our May signature conferences
Iowa Governmental Roundtable
MAY 13 | LIVE VIRTUAL CONFERENCE
Engage in a dynamic virtual conference tailored to governmental CPAs and accounting professionals. Stay ahead with the latest insights and analysis on the ever-evolving and regulation- shaping governmental agencies and their partners.
Find more details at www.iacpa.org/igr
Audits of Employee Benefits Plans Conference
MAY 19 | LIVE VIRTUAL CONFERENCE
Find practical, up-to-date information you need to deliver efficient and effective employee benefit plan audits. Gain new perspectives to navigate challenges and maintain compliance in this specialized area.
Find more details at www.iacpa.org/ebp
Financial Institutions Conference
MAY 20 | WEST DES MOINES & LIVE WEBCAST
Connect with CPAs and financial professionals at the ISCPA Financial Institutions Conference for a deep dive into the latest trends, innovations, and challenges shaping the banking industry. Gain expert insights, engage in meaningful discussions with industry leaders, and strengthen your professional network in this essential event for financial professionals working in or with financial institutions. Find more details at www.iacpa.org/fic
Estate, Gift and Trust Conference
MAY 21 | LIVE VIRTUAL CONFERENCE
Safeguard your clients’ assets in the current market with in-depth insights into the latest developments in estate planning, tax strategies and wealth preservation. Featuring expert-led sessions on evolving tax laws, trust administration and economic updates. Stay ahead of industry trends and gain practical guidance to better serve your clients in an ever-changing financial landscape. Find more details at www.iacpa.org/egt
2025 Conferences at a Glance
APR 24 HR Unboxed
MAY 1 Leadership Summit
MAY 13 Iowa Governmental Roundtable
MAY 19 Audits of Employee Benefits Plans
MAY 20
MAY 21 Estate, Gift and Trust
JUNE 9-10 Technology
JUNE 17 Taxation on Real Estate
JUNE 18
JUNE 30 K2’s Artificial Intelligence
AUG. 14
SEPT. 16-17
SEPT. 25
NOV. 3
DEC. 3 K2’s Excel
April is National Volunteer Month
Thank you to all our volunteers! We recognize your time is valuable and appreciate you choosing to volunteer for ISCPA committees, leadership roles, pipeline initiatives, student outreach, community service and much more. You help strengthen our programs and ensure our events are successful. Enjoy some photos of our volunteers doing great work.
IOWA PRACTICES FOR SALE: Gross revenues shown.
•NW Central Iowa EA Tax & Accounting Practice-$630,000
•Des Moines, IA Tax & Accounting Practice-$700,000
•Lee County IA Tax & Accounting Practice-$416,000
•Suburb of Des Moines EA Tax & Accounting Practice-$670,000
•Sioux City, IA Tax Practice-$220,000
•Quad Cities Area CPA Practice-$780,000
•Southeastern Iowa CPA Practice-$1,000,000
•Cedar Rapids/Waterloo Area CPA Practice-$825,000
For more information call Trent Holmes 1 (800) 397-0249 or visit www.APS.net
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CAITLYN BOYD
JOB: Senior investment accountant with Athene in West Des Moines
ALMA MATER: University of Northern Iowa
HOMETOWN: Webster City
My name is Caitlyn Boyd, I use all pronouns, and I am a CPA living and working in Des Moines.
What can we find you doing when you’re not at work? When I’m not at work I am probably playing some sort of sport through the Pride Sports League or volunteering with my church, Downtown Disciples.
What’s one thing you can’t make it through the day without? I absolutely can’t make it through the day without snuggles from my fur babies and extending my Duolingo streak!
Where do you see yourself in 10 years? Ten years from now, I will be making an impact in the nonprofit sector helping organizations obtain and stay compliant with their tax-exempt status while achieving their goals and missions!
Who inspires you the most? I am really inspired and motivated by several folks but a few local leaders that come to mind include Melanie Stall, a CPA working with new and young nonprofit organizations in Iowa to get their bookkeeping set up, helping them apply for tax exempt status, and assisting them with the required annual information returns to stay in compliance. Breanna Young, an attorney and a fierce advocate for LGBTQ+ individuals, that has helped new nonprofits get their organizational files in order and filed so that they can qualify for tax exempt status. Max Mowitz, a lifelong advocate for the LGBTQ+ community and the liberation of all marginalized peoples, inspires me with their work in activism, mutual aid, and compassion for all.
TV series I’m currently obsessed with: Traitors! I also enjoy watching Unrivaled, a women’s professional three-on-three basketball league.
What is your proudest professional accomplishment? The professional accomplishment I am the proudest of is the work I get to do with the Iowa Trans Mutual Aid Fund (ITMAF). ITMAF provides small grants to Iowans seeking gender-affirming care throughout the state.
What ways have you been involved in ISCPA and how have they benefited you? I have participated in the Iowa CPAs Month of Service, Emerging Leaders Conference, Courage on the Court, LEAP lunch and learns and the Insurance Industry Conference to name a few! These incredible events have helped me expand my network, stay up to date with industry developments, and provided opportunities to learn about and practice different styles of leadership!
What made you want to become a CPA? I wanted to become a CPA because it seemed like a career that had optionality and security. A CPA could work in the automotive industry, financial services, healthcare, nonprofit, and education to name a few. While technology will evolve and change what the day-to-day would look like, I believe CPAs will still be needed to analyze, advise, and interact with the technology and interpret those things for their clients and stakeholders.
What’s your best piece of advice for a college student thinking about becoming a CPA? Explore ALL the options that interest you and find work that makes you feel inspired!
My favorite artists right now: 76th Street, Forrest Frank, and Chappell Roan.
My first job: Was as a checker at K-Mart in Webster City
Favorite line from a TV show: “Okay, I don’t know how to fold broken cheese like that!” – David Schitt, Schitt’s Creek
Prepare for the Future of Financial Institutions
Join local and national experts as they share must-know insights for financial professionals working in or with financial institutions. Don’t miss this opportunity to learn, grow, and lead in the evolving financial landscape. THIS PREMIER EVENT COVERS:
