ITA Quarterly Newsletter • November 2018 Iowa Mortgage Association

November 2018

ITA President's Message

Just a couple of weeks from our annual conference, and I am thinking we had one of the best conferences in several years.  

I thoroughly enjoyed our Wednesday speaker, Brenda Clark-Hamilton, and her positive approach recommendations. Then we followed that with great sessions for peer group.  I just hope everyone gets as much out of it as I do when we gather.

On Thursday, we started with one of the best Economic Forecaster presentations I have attended in years from Mark Zinder. Friday was finished off with Paul Long and his “Sincerity in Service”.  All in all I thought it was great. If you have any suggestions for future topics or speakers please let us know.

Please remember to sign up for the upcoming Trust Operations Seminar by Cannon Financial on October 23-24.  The cost is very reasonable and will provide your operations personnel some great education on various topics. To register and find out more information please go to our website.

Thank you for allowing me to be your president for the last year. It has been an honor. Remember, “Everything is Awesome!”

Jonathan Holthe, CFP®
CBI Bank & Trust and President of the Iowa Trust Association

Thank you to ITA Fall Conference Sponsors and Exhibitors

A special thanks to the ITA Fall Conference sponsors and exhibitors.  

Broadridge Financial Solutions, Inc.
BTC Capital Management
Christopher's fine Jewelry and rare Coins
Main Street Advisors
Northern Trust Asset Management


Accutech Systems Corporation
Broadridge Financial Solutions, Inc.
BTC Capital Management
Christopher's fine Jewelry and rare Coins
FCI Advisors
Federated Investors
Fifth Third Institutional Trust & Custody
Fintech Securities
Heartland Funds
ITM TwentyFirst

JACKSON Private Wealth & Trust
JP Morgan
Lazard Asset Management
Main Street Advisors
Northern Trust Asset Management
Peoples Company
Principal Funds
Reich & Tang
Steffes Group, Inc.
Summit Ag Management, LLC
T. Rowe Price

Legislative Tool Helps you Connect with Legislators

  The Iowa Bankers Association's Legislative Action Center allows bankers to easily contact legislators electronically. Letters on key pending legislation and regulations are posted on the site and can be easily edited and/or personalized for bankers to send to their respective elected officials and regulators at 
the state and federal level.
 The Legislative Action Center is available online at

Contribute to the Iowa Trust Association

As a reminder, the Iowa Trust Association (ITA) welcomes contributors to their 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) 800-2353 or Thank you for your interest in our publication and we look forward to hearing from you

ITA Newsletter Subscription

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Published by the Iowa Trust Association
8800 NW 62nd Avenue | PO Box 6200 | Johnston, Iowa | 50131-6200

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