AgendA

8:00 – 8:30 am Registration

8:00 – 9:30 am Exhibits Open / Continental Breakfast

8:30 – 8:45 am CBI Welcome

9:30 – 10:30 am Iowa Legislature Leadership Panel

10:30 – 11:00 am Tour Exhibits

11:00 – 11:45 am Economic Development: What You Can Do to Grow Your Community Speaker: Zach Mannheimer, VP of Creative Placemaking - Iowa Business Growth

11:45 am – 12:30 pm Lunch

12:30 – 1:30 pm Congressional Panel – Democrat Policy Makers

1:45 – 2:45 pm Congressional Panel – Republican Policy Makers

2:50 – 3:35 pm Keynote Speakers: Governor Terry Branstad & Lt. Gov. Kim Reynolds - Economic Update

3:45 – 4:30 pm Breakout Sessions

4:30 pm Adjourn

Community BAnkersstAte FAir ConFerenCeProviding Advocacy, Services, and EducationAll Under One Roof

August 11, 2016 . 8:30 AM - 4:30 PMPrAirie MeAdows ConferenCe CenterAltoonA, iowA

PLACE

Advocacy

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LegisLAtive speAkersiowA leAdershiP

Speaker of the Iowa HouseLinda Upmeyer (Confirmed)

Iowa Senate Republican WhipJack Whitver (Confirmed)

Iowa House Minority LeaderMark Smith (Confirmed)

federAl delegAtion

Democrat Panel:House Candidates:Jim Mowrer [Dist. 3] (Confirmed)Kim Weaver [Dist. 4] (Confirmed)

Senate Candidates:Democrat: Patty Judge (Confirmed)

Republican Panel:Senator Chuck Grassley (Confirmed)Senator Joni Ernst (Invited)US Rep. Rod Blum (Confirmed)US Rep. Steve King (Confirmed)US Rep. David Young (Confirmed)

House Candidate: Chris Peters [Dist. 2] (Confirmed)

stAte FAir ConFerenCe speAkersgovernor of iowAterry BrAnstAd (Confirmed)Governor Terry Branstad was born, raised and educated in Iowa. A native of Leland, Branstad was elected to the Iowa House in 1972, ’74 and ’76, and elected as Iowa’s lieutenant governor in 1978. Branstad first served as Governor of Iowa from 1983 to 1999.

Sensing a need for change in the way state government operates and

wanting to “lead Iowa’s comeback”, Branstad ran and won the election to become governor again in 2010, with re-election in 2014. As of November 2015, Branstad is Iowa’s longest-serving governor, as well as the longest serving governor in United States history.

lt. governor of iowAKiM reynolds (Confirmed)Kim Reynolds grew up in St. Charles, IA, and began her work in the public sector as a motor vehicle clerk and Clarke County Treasurer. Reynolds served as President of the Iowa State Treasurers Association in 2000 and received the “Outstanding County Treasurer in the United States” award in 2004.

In 2008, Reynolds successfully ran for the Iowa Senate, representing Iowa’s largest geographical Senate district, which included Adams, Clarke, Decatur, Montgomery, Ringgold, Taylor and Union counties. In 2011 she became Iowa’s Lieutenant Governor, winning re-election in 2014.

CongressionAL Q&A pAneLists

Candidates:

senAtor Joni ernst(Invited)In November 2014, Ernst (R) was elected as the first woman to service in federal elected office from Iowa, and also become the first female combat veteran elected to serve in the United States Senate. Ernst serves on four Senate committees: Armed Services; Agriculture, Nutrition and Forestry; Homeland Security and Governmental Affairs; and Small Business and Entrepreneurship.

CongressMAn steve King(Confirmed)King (R) served in the Iowa State Senate for six years where he assumed roles as Chairman of the State Government Committee and Vice Chairman of the Oversight Budget Subcommittee. He is currently serving his 6th term representing District 4 in the US House. He is a member of the House Agriculture, Judiciary and Small Business Committees.

CongressMAn rod BluM (Confirmed)Blum (R) was elected to represent Iowa’s 1st congressional district in the U.S. House of Representatives in 2014. He is a member of the Budget and Oversight and Government Reform Committees.

senAtor ChuCK grAssley(Confirmed)Grassley (R) served in the Iowa legislature and the U.S. House of Representatives before winning election to the Senate for the first time in 1980. He holds the record for the longest record of not missing a vote of any senator in office. Grassley serves as Chairman of the Senate Committee on the Judiciary and is a senior member of the Senate Committee on the Budget.

CongressMAn dAvid young(Confirmed)Young (R) was elected in November 2014 to serve Iowa’s Third District in the U.S. House of Representatives. He is a member of the House Appropriations Committee and serves on three Appropriation Subcommittees - Agriculture, Homeland Security and Transportation, Housing and Urban Development.

PAtty Judge (D)(Confirmed)

Candidate: US Senate

JiM Mowrer (D)(Confirmed)

Candidate: US House Dist. 3

KiM weAver (D)(Confirmed)

Candidate: US House Dist. 4

Chris Peters (R)(Confirmed)

Candidate: US House Dist. 2

iowALeAdership

pAneL

All CoMMunity BAnKers session: “froM the frontline in d.C.”Aaron Stetter, SVP-Congressional Relations& Advocacy, ICBA

Education

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eduCAtionAL BreAkout sessions

iowA senAte rePuBliCAn whiP JACK whitver(Confirmed)Senator Jack Whitver (R) serves Senate District 19, comprising Ankeny, Alleman and North Des Moines. He is a member of the Legislative Council and also serves on the Economic Growth, Human Resources, Judiciary and Rules & Administration Committees.

iowA house Minority leAder MArK sMith(Confirmed)Representative Smith (D) is serving his 8th term in the Iowa House. Before being elected House Democratic Leader, he served as an Assistant Democratic Leader and on the Administration and Rules, Environmental Protection, Ethics, Human Resources, Judiciary and Legislative Council committees.

sPeAKer of the iowAhouse of rePresentAtiveslindA uPMeyer(Confirmed)Speaker Linda Upmeyer (R) is the first woman in Iowa history to preside over the House chamber. She is serving her seventh term in the Iowa House, representing House District 54, North Iowa counties of Franklin, Cerro Gordo, and the northern and eastern parts of Butler.

ZACh MAnnheiMerVP of Creative Placemaking, Iowa Business GrowthZach settled in Des Moines in fall 2007 to found the Des Moines Social Club, an arts and educational non-profit where he served as Executive Director. Zach has received numerous civic awards, including the 2011 Des Moines Citizen of the Year Award, the “40 Under 40” list in the DM Business Record and The Iowa Governor’s Volunteer Award. Zach serves on the boards for Iowa Public Radio and Above & Beyond Cancer.

eConomiC deveLopment speAker

CoMPliAnCe session: “CyBerseCurity/dAtA BreAChes:whAt you need to Know todAy”Terry Dooley, SHAZAM

Ceo/President session: “vendor MAnAgeMent for your BAnK”Adam York, Equips

AureonVicki Campos-Dimmer, West Des Moines, IA – 515.245.7777Enables banks to focus on what they do best including IT, internet and voice. Also temp and permanent employees along with full service and bundled HR solutions and IT help desk.

EMC - Banker’s SolutionsDerek Bleil/Eric Eastman, Des Moines, IA – 515.276.8512EMC is proud to be the endorsed property/casualty insurance carrier of Community Bankers of Iowa. EMC is an Iowa-based company with more than 2,100 employees and assets of nearly $3 billion. EMC ranks among the top 60 insurance organizations nationally and has a financial strength rating of “A” (Excellent) by A.M. Best.

CliftonLarsonAllenCraig Wierson, Des Moines, IA – 515.222.4400 Professional services firm serving banks in Iowa and throughout the nation with traditional assurance, consulting and tax service.

Data Business EquipmentKent Bragdon/Ryan York, Des Moines, IA – 515.254.1122 Data Business Equipment helps integrate technology into financial institutions, including interactive tellers which allow banks to revitalize and re-imagine the branch while connecting to customers in a more efficient and convenient way.

EquipsSteve Van Eerden, Brookfield, WI – 262.223.6087 Equips works with community banks nationwide to reduce equipment maintenance costs by 12-20%, while improving associated operating efficiencies.

Farmer MacMark Rickels, Des Moines, IA – 515.520.9072The Farmer Mac secondary market provides liquidity and lending capacity to lenders by: Purchasing eligible loans directly from lenders; Issuing long-term standby purchase commitments (“LTSPCs”) for eligible loans; and Purchasing and guaranteeing loan-backed securities secured by eligible loans.

Independent Community Bankers of America (ICBA)David Hibbs, Urbandale, IA – 515.278.1638ICBA is the nation’s voice for more than 6,000 community banks of all sizes and charter types, is dedicated exclusively to representing the interests of the community banking industry and its membership through effective advocacy, best-in-class education and high-quality products and services.

ICBA SecuritiesGray Allison/John Ferebee/Jon Pence, Memphis, TN – 800.422.6442ICBA Securities provides comprehensive balance sheet solutions to 2,500 community bank focused clients, protection and peer leadership and is an endorsed partner of Community Bankers of Iowa.

Iowa Agriculture Dev. Div. / Iowa Finance AuthoritySteve Ferguson, Des Moines, IA – 515.725.4928 Affordable financing programs for Iowa home buyers, communities and beginning farmers.

Marco TechnologiesDoug Postel/Neil Hyde/Scott Nett, Urbandale IA – 651.288.6971 Displaying their Barracuda and Mitel products, Marco is a leading technology services company that offers specialized IT business services including cloud, managed services, telecom carrier consulting, copier and phone systems, document management and A/V systems.

SHAZAMMegan Hollinger, Johnston, IA – 515.288.2828 SHAZAM is a single source provider for ATM processing, debit and ATM card processing, card authorization services, merchant processing, Automated Clearing House services and information security solutions.

Single Source Architects & Master BuildersJames Christensen, Waterloo, IA – 319.232.6554Single Source is your number one partner for architecture, construction and furnishing of financial institutions. We are your single source throughout the entire process—from design to construction, and from interiors to signage. We are a proven leader in bank design and construction or renovation across Iowa and the upper Midwest.

Storey KenworthyJessica Bartels, Des Moines, IA – 515.558.6059 Office supplies, banking supplies, cash handling supplies, ATM rolls and banking forms printing. Also, custom apparel and marketing products.

Turnkey Security EquipmentJoe Petchulat, Manchester, IA – 563.927.5445Offers bank equipment, physical and electronic security equipment, money handling products, local provider serviceand maintenance services.

Vantage Point Solutions Kelly Pfeifer/Tiffany Caponigro, Mitchell, SD605-995-1769IT testing, Vulnerability & Penetration Testing, IT Audits, Social Engineering, Regulatory Compliance Services, Policy Creation & Reviews, Staff Training and more.

Vital Financial Services Mike Slater, Clive, IA – 515.306.1896Your partner in SBA and USDA Lending specializing in: Risk Mitigation, Credit Analytics, Financial Restructuring, Loan Packaging, Loan Closing, 1502 Reporting, Loan Servicing,and Loan Liquidations.

exhiBitor inFormAtionVisit Exhibitors with your “Tour of Services” card for your chance to win the CBI Grand Prize!

exhiBitor mApVisit Exhibitors with your “Tour of Services” card for your chance to win the CBI Grand Prize!

thAnk you to our sponsors:

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PLACE

Services

Stage

State Fair Conference Exhibitor Map – August 11th

Prairie Meadows Conference Center

Breakout Sessions

Breakout Sessions

Breakout Sessions

Stage

Exit Entrance

JMFA

SBS

Equips ICBA ICBA

Securities

VITAL FS

IPI

Single Source

Turnkey Security

EMC

CLA

SHAZAM

Storey Kenworthy

Vantage Point

Farmer Mac

Food/Drink

Food/Drink

Iowa Finance

Auth.

Food/Drink

Food/Drink

Entrance

Iowa Student

Loan OPEN Marco

Tech

Aureon

DataBusinessEquipment

upComing CBi eventsJoin CBI for these networking, educational, and recreational events on the horizon!

Visit us on our website at www.cbiaonline.org.

9th AnnuAL goLF open

LeAders oF tomorrow events

FALL Community BAnking summits

QUARTERLY MEETINGAUGUST 18, 2016

Brownells • Grinnell, IASEP. 12, 2016

HYPERIONFIELD CLUBJOHNSTON, IA

Network on the greens with fellow community bankers during this split scramblebest-shot tournament!Sign up today atthe RegistrationDesk!

Visit cbiaonline.org or call 515.453.1495 for more info.Contact Jackie Haley at

515.453.1495 for more info.

oCtoBer 11JeFFerson

Wild RoseCasino

oCtoBer 12ALgonAalgona

CountRy Club

oCtoBer 18des moinesHilton gaRden inn - JoHnston

At these convenient Summits, CBI has fit asmuch education and networking opportunityas possible into one afternoon! Exchange ideas with other community bankers and hear guest speakers discuss various timely banking topics.

Registrationis only $35!

Visit our website at www.cbiaonline.org, call 515.453.1495or contact Jackie Haley at jhaley@cbiaonline.org for more information.

Guest Speaker:David Jones

President, Grinnell State Bank

Tour of theBrownells facility

©2016 Community

Bankersof Iowa