February 2010
Feb 5, 2010
Hi :
In this issue:
2010 MOKAN Trust Conference
Mark your calendar for 2010 Iowa Trust Conference
It's A Matter of Trust - ITA Offers Brochure to Promote Choosing a Corporate Trustee
TrustCompare
Contribute to Iowa Trust Association
2010 MOKAN Trust Conference The opening keynote speaker will be Peter Ricchiuti. Professor Ricchiuti teaches finances at Tulane University's Freeman School of Business and his insight and humor have twice made him the School's top professor. He is as entertaining as he is informative when discussing the financial markets, the importance of diversification, and other investment topics. The conference will also feature Sean Snaith, Ph.D., who is the Director of the Institute for Economic Competitiveness within the College of Business Administration at the University of Central Florida and is a widely recognized economist in the field of business and economic forecasting. Robert Keebler will also be a featured speaker. Robert is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning counsels. Some other favorites will be Roxanne Emmerich, Sally Miller with her Washington Update, Skip Fox with his Recent Developments in Estate Planning and Trust Administration, and Charles Lockwood with his Employee Benefit Update. As always, there will be lots of time to network with over 40 national vendors and over 200 fellow trust officers in addition to enjoying all that Kansas City has to offer. With uncertainty surrounding the future of the stock market, the length of the road to recovery, and estate planning and tax issues in Washington, this conference is a must for all Trust Departments. This cost effective brochure is 5½” x 8 ½” and can be personalized with your bank name, address, city state, phone and web address. Educate your trust clients about the qualities that make an effective trustee with these helpful brochures. Order a supply of these brochures today. To see the complete text of the brochure, go to TRUSTCOMPARE is the industry's leading performance comparative solution to help you accurately assess and improve your performance, profitability and productivity. It is the only comparative, comprehensive ratio system for measuring trust performance, allowing you to compare your core metrics to a peer group and to the universe of subscribers. How Does It Work? Trust information is collected from subscribers, then analyzed to provide comparative trend and benchmarking tools and management information reports. Product and service results are measured by asset, income, expense and profit. And, growth in income, fees, expenses and profit are measured at both the departmental and product level. We also offer an advanced business analytics level to provide line of business and product line profitability comparisons. If you'd like to learn more about TRUSTCOMPARE, visit If you have questions, you may contact Loyd Pohl, at 
Steven McLaughlin, V.P. & Senior Trust Officer, First National Bank Ames & Ankeny
Be sure to mark your calendar for the 2010 MOKAN Trust Conference that will be held May 5-7, 2010. The conference will be held at the Sheraton Hotel - Overland Park, Kansas.
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Mark your calendar for 2010 Iowa Trust Conference
The Annual Iowa Trust Association Conference will be October 7-10, 2010 at the Marriott Courtyard in Ankeny. Mark your calendar now!
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It's A Matter of Trust - ITA Offers Brochure to Promote Choosing a Corporate Trustee
Choosing qualified trust professionals is an important part of estate planning. How do you counsel clients and potential clients about the qualities of an effective trustee? To help you the Iowa Trust Association has produced a brochure outlining the qualities of an effective trustee and the advantages of a corporate trustee.
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TrustCompare
If you were asked to demonstrate how your organization's Trust Department is performing, how would you answer? In addition to the broad "assets under management number," how are you measuring the growth, profitability, resource efficiency, and success of your Trust Services?
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Contribute to 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 dburnett@iowabankers.com. Thank you for your interest in our publication and we look forward to hearing from you!
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