2019 MBA Regional Meetings

Tuesday, Aug. 27 - Cape Girardeau
Wednesday, Aug. 28 - St. Louis
Wednesday, Sept. 4 - Columbia
Tuesday, Sept. 17 - Independence
Wednesday, Sept. 18 - Springfield

4 Ways to Register 

Online Registration
Online 
Cape Girardeau
St. Louis
Columbia
Independence
Springfield
  Phone
Phone 573-636-8151
  Fax Registration
Fax 573-634-2754
  Mail Registrations
Mail to:
MBA 
PO Box 57
Jefferson City, MO
65102
Print brochure.

Program

7:30 a.m. Registration and Breakfast Buffet 
8:30 a.m.  Welcome and Business Meeting
  • Election Overview
    • 2019 State Session Recap
    • What’s Ahead for 2020 Session
    • Federal Legislative Update
9:15 a.m.  An Update from the Missouri State Treasurer’s Office 
9:45 a.m.  Missouri Tax Law Reform
10:30 a.m.  Regulator Panel and Q & A Session
Noon  Adjourn

Sponsors

MBA thanks the following sponsors for their generous support for these meetings.
  • BKD CPAs & Advisors
  • Federal Home Loan Bank of Des Moines
  • K•Coe Isom
  • MIB - Midwest Independent Bank
  • Moss Adams

Guest Speakers

Missouri State Treasurer Scott Fitzpatrick

Scott Fitzpatrick was sworn in as Missouri’s 47th treasurer on Jan. 14, 2019. As treasurer, Scott is fighting to promote government transparency and efficiency. His record as chairman of the House Budget Committee reflects his commitment to fiscally conservative values, as well as his support for small businesses and Missouri families. Scott was first elected state representative in 2012 when he was 25 to represent Barry and portions of Stone and Lawrence counties. He served as chairman of the House Budget Committee in 2017 and 2018. Under Scott’s conservative leadership, the state’s budget surplus nearly tripled to almost $500 million while Missouri schools were fully funded for the first time in nearly a decade. Scott understands the needs of Missouri’s business-owners. When he was 17, Scott started his own company, MariCorp US., a Shell Knob-based marine manufacturing and construction company that does business coast-to-coast. His experience growing his company inspired him to run for office to fight unnecessary red tape and burdensome regulations.

Dodge Docheff, Manager
BKD CPAs & Advisors

speaking in Columbia

Dodge provides tax services to financial institutions and other businesses in a variety of industries. His experience includes federal and state compliance and tax planning, as well as experience with ASC 740 accounting and mergers and acquisitions. He is a member of the American Institute of CPAs and Missouri Society of CPAs. He also is a member of the Missouri Bankers Association and Young Bank Officers of Kansas division of the Kansas Bankers Association.

Fred Markwell
BKD CPAs & Advisors

speaking in Cape Girardeau and St. Louis

Fred Markwell is a member of BKD National Financial Services Group. He specializes in corporate taxation, including mergers and acquisitions, formation of and planning for multiple corporate entities, insurance company taxation and financial institution taxation. Fred has more than 30 years of experience serving the tax planning and compliance needs of financial institutions.

Sandy Sporleder, CPA
K•Coe Isom LLP

speaking in Springfield

Sandy Sporleder is a principal of K•Coe Isom and the leader of the community banking practice. She joined the firm in 2001. Sandy guides community banks in the Midwest through compliance and regulatory mazes and helps them become more profitable. She advises banks in growth and expansion, as well as in positioning for sale or potential acquisition. Sandy holds CPA certificates in Kansas and Oklahoma and is a member of the American Institute of Certified Public Accountants, the Kansas Society of Certified Public Accountants and the Oklahoma Society of Certified Public Accountants. Sandy has attended the Graduate School of Banking and serves as an advisor to the Fort Hays State University Robbins Banking Institute. She also was an AICPA Women to Watch Award nominee.

Elijah Tuttle, CPA
Moss Adams

speaking in Kansas City

Eli has 10 years of experience providing business income tax services for a variety of industries. He has been deeply involved with complex senarios faced by corporations and pass-throughs, as well has high net-worth individuals. He has significant experience assisting clients with mergers, acquisitions and exit-strategies. Eli has been with the Moss Adams team in Kansas City since 2013 and been an active member of the Kansas City community for 10 years.

Julie Vinson
Missouri Division of Finance

speaking in Cape Girardeau

Julie joined the division in May 1995 and has spent her entire career in the southeast Missouri region. In 2008, she was named supervisor of the southeast district. Julie graduated from Southeast Missouri State University in Cape Girardeau in 1994 with a bachelor of science degree in business administration - finance emphasis and master's of business administration in 2002. Julie is a 2007 graduate of the Pacific Coast Banking School at the University of Washington.

Christopher A. Taggart
Missouri Division of Finance

speaking in Columbia

Chris Taggart was promoted to district supervisor of the Division of Finance in April 2008. He is responsible for overseeing the regulation of 60 state-chartered banks within the division’s central district. He started with the division in 1993 as a field examiner in the Kansas City district before leaving to work for the Federal Reserve Bank of Kansas City from 2000 to 2005. He returned to the division in 2005 as a senior examiner in the central district. Chris graduated from West Texas State University in Canyon in 1992 with a bachelor’s degree in accounting and the University of Colorado Graduate School of Banking in Boulder in 2007.

John Smith
Missouri Division of Finance

speaking in Kansas City

John Smith has been a safety and soundness field examiner for the Missouri Division of Finance for more than 36 years. For the past 27 years, he has served as the Kansas City district supervisor. In his current role, he supervises 14 commercial bank examiners. John began his regulatory career in the Jefferson City field office before he was transferred to Kansas City in 1986. His first district supervisor was Brice Luetkemeyer, who is the current MBA chairman-elect. John holds a master’s degree in economics from the University of Central Missouri in Warrensburg and is a 1995 graduate of the University of Wisconsin Graduate School of Banking.

Jill McKay
Missouri Division of Finance

speaking in St. Louis

Jill McKay is a senior bank examiner with the Missouri Division of Finance. Jill has been with the Division of Finance for 15 years and is based in the St. Louis field office. In addition to overseeing the examination of large complex institutions, Jill is a capital market specialists and is often called upon to review the more complex departments throughout the state.

Dave Doering
Missouri Division of Finance

speaking in Springfield

Dave Doering was promoted to chief examiner of the Division of Finance in April 2013. He is responsible for overseeing the regulation of state-chartered banks, trust companies, and savings and loans. He started with the division in  1989 and was a field examiner in the central Missouri and St. Louis field offices before coming to the Jefferson City office as a review examiner in 2001. Dave graduated from the University of Missouri in 1987 and worked in several banks in St. Louis and Columbia before joining the division.

Richard (Rick) Allen
FDIC

speaking in Kansas City

Richard (Rick) Allen has been with the FDIC for 31 years. Since March 2016, Rick has served as assistant regional director with the FDIC’s Kansas City Region - Division of Risk Management Supervision. His responsibilities include overseeing examinations and other supervisory activities for the St. Louis and Kansas City field territories. Before assuming his current role, Rick served as a case manager for nearly 20 years in the Kansas City regional office. He began his FDIC career as an examiner in the Oklahoma City field office following his graduation from Fort Hays State University. He also is a graduate of the Southwestern Graduate School of Banking.

James D. LaPierre
FDIC

speaking in Cape Girardeau and St. Louis

James D. LaPierre was appointed regional director in the FDIC’s Kansas City region in September 2005. He has oversight of all aspects of risk management and consumer compliance supervisory activities for the region. The Kansas City region encompasses the states of Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota and South Dakota. James joined the FDIC in 1986 as a bank examiner (trainee) in the Concord, New Hampshire, field office in the Division of Supervision and Consumer Protection. In 1991, he joined the Boston regional office of the Division of Resolutions and Receiverships as a resolutions operations supervisor. In 1993, he relocated to the Washington office as Senior Resolutions Specialist. In 1994, James became special assistant to the deputy to the chairman and chief operating officer, a position he held until 1997. That year, he was selected as deputy executive secretary in the FDIC’s former Office of the Executive Secretary (OES), where he was responsible for the general oversight and supervision of each of OES’s program areas. In 2002, James rejoined the Division of Resolutions and Receiverships as assistant director for franchise and asset marketing in the Dallas office. In June 2005, he was named deputy regional director in Dallas, where he was responsible for the FDIC’s field operations relating to closed bank activities. James is a 1986 honors graduate of the University of New Hampshire, where he received a bachelor of science degree in business administration.

John R. Jilovec
FDIC

speaking in Columbia

John Jilovec is deputy regional director – risk management in the FDIC’s Kansas City Region. He is responsible for managing the FDIC’s risk management examination and applications programs in Missouri, Kansas, Iowa, Nebraska, North and South Dakota, and Minnesota. John has more than 32 years of regulatory experience, occupying positions and participating in assignments throughout the United States. He began his career as a field examiner in Missouri and Iowa. A native Iowan, John is an alumnus of Cornell College and the Graduate School of Banking at the University of Wisconsin.

John Pankratz
FDIC

speaking in Springfield

John Pankratz is an assistant regional director with the FDIC’s Division of Risk Management Supervision, a role he has occupied since 2014. He leads the region’s supervision and applications programs covering institutions located in southwest Missouri, parts of Kansas and the majority of Iowa. John has nearly 30 years of experience with the FDIC. He is a graduate of the Graduate School of Banking at Colorado and is a chartered financial analyst.

Allen North
Federal Reserve Bank of St. Louis

speaking in Cape Girardeau and St. Louis

Allen North is an assistant vice president in the Supervision Division of the Federal Reserve Bank of St. Louis. Currently, he oversees the Safety and Soundness field supervision for banks and bank holding companies in the states of Missouri, Tennessee, Illinois and Mississippi and coordinates the District’s IT and Trust supervision activities. During his 25 year career at the Fed, he has held a number of leadership roles within other functions within the division and has primarily focused on community and regional banking.

Timothy A. Bosch
Federal Reserve Bank of St. Louis

speaking in Columbia and Springfield

Tim Bosch is a graduate of the University of Missouri - Columbia and the Madison Graduate School of Banking. He has 38 years of experience with the Federal Reserve Bank of St. Louis in all phases of banking supervision and regulation. Since 2000, Tim has been responsible for all district safety and soundness examination activities, which currently covers 126 state member banks and approximately 525 bank and savings and loan holding companies.

Jeff Legette
Federal Reserve Bank of Kansas City

speaking in Kansas City

Jeff Legette is assistant vice president of the Kansas City Examinations and Inspections Department within the Supervision and Risk Management Division. He is responsible for the supervision of community banking organizations in Kansas and western Missouri. Jeff holds a B.S. degree in business management from the University of Wyoming.

Mary Beth Farrell
OCC

speaking in St. Louis

As assistant deputy comptroller, Mary Beth Farrell oversees the supervision of a portfolio of national banks and federal thrifts in the eastern half of Missouri and southern Illinois. She manages a staff of 34 examiners. This staff of examiners includes general safety and soundness examiners, as well as examiners specializing in the areas of asset management, bank information systems, consumer compliance, capital markets, and credit.

For More Information

Contact the MBA Education Department at 573-636-8151 or email.

Dates and Location

Region 7 - Cape Girardeau
Tuesday, Aug. 27
Drury Plaza Hotel & Convention Center
3351 Percy Drive
417-334-7151

Region 5 - St. Louis
Wednesday, Aug. 28
DoubleTree by Hilton Hotel
16625 Swingley Ridge Road
636-532-5000

Region 2 & 4 - Columbia
Wednesday, Sept. 4
Courtyard by Marriott
3301 Lemone Industrial Blvd.
573-443-8000

Region 1 & 3 - Independence
Tuesday, Sept. 17
Stoney Creek Hotel & Conference Center Kansas City
18011 Bass Pro Drive
816-908-9600

Region 6 - Springfield
Wednesday, Sept. 18
DoubleTree by Hilton Hotel
2431 N. Glenstone Ave.
417-831-3131

Registration Fees

  • MBA Members - $75 per person
  • Each Additional Member - $50
  • Nonmember Fee - $300
  • Each Additional Nonmember - $200

Registration fees cover the cost of breakfast buffet, refreshments and meeting materials.

Cancellation/Refunds

Full refunds will be granted for cancellations received in the MBA office seven days before the date of the regional meeting. Three days before the date of the meeting, no refunds will be given. Substitutions are always permitted before and the day of the regional meeting.