A  hot breakfast buffet will be provided.

Election participation during this meeting is limited to ITA members only.

ITA President, Nate Ristow will welcome attendees before introducing the keynote speaker.

Keynote Presentation | Rick Tollakson

Think Bigger, Lead Better: The Eight to Great Principles of Transformational Leadership

Join Rick Tollakson, visionary leader and CEO of Hubbell Realty Company, as he shares the powerful leadership principles that helped transform a modest development firm into a real estate industry powerhouse. In this energizing session, Rick unveils his “Eight to Great” framework—an actionable roadmap for cultivating a thriving company culture, driving operational excellence, and inspiring entrepreneurial thinking at every level.

Drawing from decades of hands-on experience, Rick offers candid insights and real-world strategies for leaders who want to think bigger, lead better, and build organizations that make a lasting impact.

Key Takeaways:

• Attract and empower passionate associates
• Turn customers into raving fans
• Engineer processes for clarity and efficiency
• Make fun a strategic priority
• Focus on accuracy first, speed second
• Enrich the quality of life in the communities you serve
• Foster teamwork that fuels innovation
• Champion an entrepreneurial mindset across your organization

Speaker Details

Iowa Economic Development and Tax Credits | Director Debi Durham

Director Durham will discuss the state's economic development strategy, including focus areas for growth, policy initiatives, programs and industry information. She will entertain questions from the audience following her presentation.

1.0 CLE / 1.0 CPE

Speaker Details

Choose between these two sessions:

Licensed Professionals Serving on Nonprofit Boards: Identifying and Resolving Ethical Issues | Bill Boyd

The presentation will address the fiduciary duties of directors, ethical considerations, additional issues arising for directors, protections available for directors, and general considerations for directors. 

1.0 Ethics

State Tax Best Practices - Industry Only | Rob Tunistra, Russ Gotto, Rich Pullen & Candy Terrill

This session is for industry organizations only.

An interactive discussion regarding all areas of state tax. The intent of this session is to have an open discussion on issues that industries deal with on a daily basis, including the following: State tax impact of federal corporate tax reform; Law changes impacting financial reporting of taxes; Recent Iowa legislative issues; Recent audit experiences; Use of technology in federal and state tax practice; Other topics of interest brought up by attendees during session.

1.0 CLE / 1.0 CPE

Speaker Details

A hot plated meal will be served along with a delicious dessert.

The 2025 award recipient is Bruce W. Baker.

For nearly four decades, Bruce Baker has served as a distinguished attorney at Nyemaster Goode, bringing unwavering dedication and expertise to the legal profession. His commitment to public service is equally remarkable—Bruce has been a long-standing member and board member of the Iowa Taxpayers Association, where his insights and leadership have shaped meaningful policy discussions.

From 2018 through early 2025, Bruce chaired the Linda S. Weindruch Award Committee, a role he embraced with passion and purpose. His tenure was marked by thoughtful stewardship and a deep respect for the legacy of Linda Weindruch, with whom he advocated side by side for many years.

Bruce Baker exemplifies the highest standards of advocacy, leadership, fairness, and moral integrity. His contributions have left an indelible mark on Iowa’s civic landscape, and his legacy continues to inspire those who follow in his footsteps.

Ann Stocker, the 2022 Linda Weindruch Award winner, will open the presentation to kick off the celebration.

Choose between these two sessions:

Federal Tax Legislative Update and Overview of One Big Beautiful Bill Act Tax Accounting Methods | Jennifer Gray & Shahina Kaderbhai

This session will review the potential impact of federal elections upon the political and policy forces influencing possible legislative tax agenda items for the remainder of 2025 and beyond as well as explore the impact of accounting methods from the One Big Beautiful Bill Act.

Objectives:

• Discuss details of federal tax priority items for Congress and the Administration 
• Highlight current consideration of the Trump Administration’s tax agenda
• Examine the influences of policy, politics and personalities on federal tax and fiscal policy
• Gain a high-level understanding of some of the key Accounting Method Changes coming out of the One Big Beautiful Bill Act.  

1.0 CLE / 1.0 CPE

Harnessing Generative AI for Tax and Finance Functions | Charles Danguy

The presentation explores the transformative potential of Generative AI (GenAI) in modern tax and finance functions, focusing on how personas and AI agents can enhance operations. It introduces participants to the Digital Gateway platform and its AI capabilities, explains the fundamentals of GenAI and highlights practical applications such as planning, regulatory update summarization, data categorization, and document analysis, emphasizing best practices for grounding data and leveraging personas for improved outcomes. The presentation concludes by discussing the strategic value of GenAI, the evolution of foundation models, and the importance of adopting a platform approach to drive automation and innovation in tax processes.

1.0 CLE / 1.0 CPE

Speaker Details

Choose between these two sessions.

State Legislative Update & Conformity to OB3 | Derek Love

The state and local tax landscape is in constant flux, and this session will bring you up to date on the most impactful legislative developments. We will analyze how states are conforming to the income tax provisions of the federal "One Big Beautiful Bill" (OB3). The discussion will also assess the significant budgetary effects on states resulting from this major federal legislation.

1.0 CLE / 1.0 CPE

Navigating Trade Developments and Tariffs: Strategies for Mitigation and Compliance | Jessica Libby

Global trade dynamics continue to evolve, with new tariffs, trade agreements, and regulatory changes impacting businesses across all industries. This session will provide an in-depth overview of recent trade developments, the implications of tariffs on supply chains and tax planning, and practical strategies for mitigating associated risks. Attendees will gain insights into compliance requirements, opportunities for cost savings, and best practices for adapting to the shifting trade landscape.

1.0 CLE / 1.0 CPE

Speaker Details

Choose between these two sessions.

Economic Outlook | Kenneth Kim

Ken will provide a timely and insightful update on the current macroeconomic landscape. This session will explore key economic indicators, emerging trends, and potential implications for business and policy. Whether you're navigating strategic planning or simply staying informed, Ken’s analysis will provide valuable context to help you make sense of today’s economic environment.

1.0 CLE / 1.0 CPE

Speaker Details

You're invited to the Future of Iowa Foundation Reception — an evening of purpose, connection, and impact! 

Enjoy appetizers and drinks while supporting the Foundation’s vital research and educational initiatives through a lively fundraiser. 

It’s also a fantastic chance to network with peers, engage with legislators, and spark conversations with potential new partners. 

Don't miss out on this fun and lively event, which included a raffle of a variety of gift baskets and other cool items!

A sincere thank you to Prairie Meadows Casino, Racetrack & Hotel for their generous support of the Future of Iowa Foundation’s reception during the ITA 90th Tax Symposium! 

We wish to express our continued gratitude to Prairie Meadows for their dedication to promoting social welfare and for making a positive impact in Iowa by supporting grassroots initiatives.