President's Message
Nathaniel Tagtow, Vice President City State Bank, and President of the Iowa Trust Association
With the calendar turning to August, we find ourselves in the waning weeks of summer. I know many employees at our bank are getting in some final summer vacations and I’m sure the same is true at your institutions. While it can be hard to let go of summer weather and vacations, I do look forward to the fall season as well. From an ITA perspective we are certainly looking forward to our annual conference this fall which will be held from September 28-30 at the West Des Moines Marriott Hotel.
The agenda for the fall conference is once again very strong, and I am looking forward to “sharpening the saw” by taking in the content from a lineup of excellent speakers. In my last newsletter article, I mentioned the ITA peer group meetings and suggested that as many members participate in those meetings as are able. The next peer group meeting will kick off the annual conference and will be held at noon on the September 28th. I truly thought last year’s peer group meeting at the conference had the most participation and the best discussion of any in which I had previously participated. I hope we can have more of the same this year. Our membership has a lot to offer one another in terms of knowledge and our organization only becomes stronger the more we tap into that knowledge base.
If you are able to attend the conference, please be sure to engage with the vendors and exhibitors when you have some free time. Vendor sponsorship is crucial to a success of the conference and the ITA. When I attended the MOKAN conference in the spring, I spoke with several vendors who were just now getting back into the swing of things with in-person travel and conference attendance. Many of these folks are anxious to talk and reconnect.
Finally, if I have not had a chance to meet you in person, please be sure to say hello. I very much enjoy interacting with my peers from other banks and learning more about how the various Trust departments throughout the state operate. In the meantime, if you have any questions about the ITA or the upcoming conference please don’t hesitate to reach out to Darcy Burnett, me, or one of the other board members. See you in September!
2022 Trust Training Scheduled
ITA Fall Conference and Operations Seminar
ITA Fall Conference
September 28-30, West Des Moines
The annual event is a great opportunity for trust professionals to learn about emerging trust issues, network with peers from across the state, and visit with vendors. This year's event includes session on
  • delivering bottom-line results
  • making sense of cryptocurrency
  • regulatory update
  • ethics
  • SECURE Act and IRA Updates
  • economic update
  • and more
For more information see the ITA website.

ITA Trust Operations Seminar
November 2-3, Johnston
This two-day seminar focuses on why trust departments do what they do. As an trust operations professional this seminar will expose you to principles and rules that govern the industry, including regulatory and legal framework within which trust departments and trust companies operate today. This seminar is designed for any trust operations staff working in personal trust and estate accounts and wealth management. It is developed at the beginning to intermediate level, but any trust operations staff will gain benefit from the information. For more information see the ITA website.
Contribute to the Iowa Trust Association
As a reminder, the Iowa Trust Association welcomes contributors to its quarterly newsletter. If you would like to comment on recent activities in the industry or let us know about an upcoming event that would be of interest to our readers, please feel free to contact Darcy Burnett, at 800-987-7365. Thank you for your interest in our publication and we look forward to hearing from you.

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Published by Iowa Trust Association.