President's Message
Nathaniel Tagtow, Vice President City State Bank, and President of the Iowa Trust Association
 
I’d like to start off my first newsletter as President of the ITA by expressing my appreciation and admiration for the ITA and its members. Throughout my career I have benefited greatly from my association with the ITA. In my mind being a member of the ITA is no small part of being a successful Trust professional and maintaining a successful Trust Department. The peer group meetings increasingly spark more and more fruitful and beneficial discussions. The annual fall conference continues to provide invaluable educational opportunities for members to “sharpen the saw”. Binding everything together is the fellowship and comradery that comes with professional membership in an association filled with peers that I admire greatly.
 
Thank you to my friend Craig Schrader who just finished his role as President for two terms with his usual class and grace. I would also like to thank Darcy Burnett and the Iowa Bankers Association for all they do to assist in making ITA a success. There is no doubt that without the IBA, and specifically Darcy, the ITA would not be able to function as the successful organization it has for all these years. I’m honored to serve as President in 2022 and look forward to helping in any way I can with the ITA’s continued success.
 
Additionally, thank you to all of those who attended our annual conference this past fall. The board has received membership feedback that indicates that the conference was well received, and I absolutely agree. Attendance was very strong, and it was great to see everyone in person after a year or longer of virtual meetings and conferences. The overwhelming consensus was that the in-person event was much preferred and a welcome change. We are already in the planning stages for the 2022 fall conference which is scheduled for September 29 and 30. If you have any feedback or suggestions for this year’s conference, please don’t hesitate to reach out to me or any of the other board members to provide your input.
 
As we prepare for tax season in our departments its also worth noting that it appears that Tax Day for individual filers will return to its traditional mid-April timeline for the first time since 2019. Although the fiduciary return deadline was not extended last year, it will be nice to be on a more normal schedule when it comes to all tax matters. Tax Day falls on April 18 this year.
 
In closing, I’d like to encourage members to stay involved throughout the year with the ITA. Please do not hesitate to provide ideas to the board for new training opportunities and peer group discussion topics. We would love to have more members submit articles for the quarterly newsletter if you have topics that you feel would benefit the membership. If there is anything else that the ITA can do to benefit the membership, please feel free to reach out any time. I am looking forward to the year to come and to seeing each of you again soon.
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 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.

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.

If this message was forwarded to you and you would like to receive the ITA Newsletter, please email Darcy Burnett to subscribe.
Published by Iowa Trust Association.