Professional Advisor Charitable Education Series: Deepening Relationships Outside the Numbers

Join us for Deepening Relationships Outside the Numbers, an advisor-focused session featuring Brittney Diercks, Senior Vice President of Banking Services at Fidelity Bank & Trust.

As wealth moves between generations, professional advisors have an important opportunity to better understand the values, experiences, and family dynamics shaping their clients’ decisions. Brittney will explore how generational wealth, the sandwich generation, and women’s growing role in the transfer of wealth are influencing financial and philanthropic priorities.

During this session, you will gain:

Insight into generational and industry trends affecting client relationships
A better understanding of women and the Great Wealth Transfer
Perspective on how changing family dynamics can shape philanthropy
Practical ideas for deeper conversations about investing, charitable giving, and community impact

With more than 25 years of banking experience, Brittney brings a broad perspective shaped by work in personal, mortgage, and commercial lending, organizational leadership, and professional development.

1 hour of continuing education credits for CLE and Iowa Insurance is approved. CFP credits are also approved.

In-person and virtual attendance options are available. Lunch will be served at 11:30 a.m. for those attending in person, and the presentation will begin at noon for all attendees.

Professional Advisor Charitable Education Series: Risk, Reason, and Generosity

Risk, Reason, and Generosity: How Investment Realities and Behavioral Biases Shape Philanthropy

Professional Advisor Event | Community Foundation of Northeast Iowa

Join Us for a Professional Advisor Lunch & Learn

Gain valuable insights into how investment risk and behavioral finance influence charitable giving decisions at this upcoming professional advisor event. Designed for financial advisors, attorneys, CPAs, and philanthropic leaders, this session will help you better guide clients in aligning their financial strategies with their charitable goals.

Event Details

Date: May 14, 2026
Time: 11:30 a.m. – 1:00 p.m.

Lunch: 11:30 a.m. – Noon
Presentation: Noon – 1:00 p.m.

About the Presentation

In Risk, Reason, and Generosity, you’ll explore the intersection of investment realities and human decision-making and how these factors shape philanthropy.

During this session, you will:

Understand how investment risks influence charitable giving strategies
Learn how behavioral finance impacts the way individuals make financial and philanthropic decisions
Discover how these two forces interact to shape real-world giving outcomes
Gain practical tools to support smarter investing and more impactful giving

What You’ll Learn

Participants will walk away with actionable insights on:

Core investment risks – what investors actually face
Behavioral finance principles – how people truly make decisions
The connection between risk and behavior in philanthropic planning
Tools and strategies for improving both investment and charitable outcomes

Featured Speaker

Mike Hulme
Partner, Financial Resource Advisors

Mike Hulme is a partner and owner at Financial Resource Advisors (FRA), where he serves on the firm’s management team and leads the Retirement Plan Services Team. With over 37 years of financial services experience, Mike provides wealth management guidance to individuals, families, and employers sponsoring retirement plans such as 401(k)s.

Before joining FRA in 2012, Mike spent more than two decades as a pricing and product development actuary, including leadership roles at CUNA Mutual (now TruStage). He began his career at Time Insurance Company in Milwaukee.

Mike holds a Bachelor of Science in Actuarial Science with High Distinction from the University of Iowa and maintains several prestigious credentials, including:

Fellow of the Society of Actuaries (FSA)
Accredited Investment Fiduciary (AIF)
Certified Plan Fiduciary Advisor (CPFA)

Why Attend?

This event is ideal for professional advisors who want to deepen their understanding of philanthropic decision-making, better advise clients on charitable giving strategies, stay informed on behavioral finance trends, and strengthen their impact within the communities they serve.

RSVP Today

Reserve your spot below to join fellow professional advisors for this engaging and informative session. You can choose to join in person or virtually. A link will be sent to virtual attendees before the event so they can join online.

Gain an Edge in 2026: Market Intelligence for Forward-Thinking Advisors

Join us for an exclusive advisor‑focused session featuring Jack Sannes, CFA, CAIA, Vice President at Marquette Associates. Jack will bring institutional investment expertise to help you understand the forces shaping today’s global economy and what to expect across equities, fixed income, and alternative asset classes.

As the independent investment consulting firm for the Community Foundation of Northeast Iowa, Marquette Associates, along with CFNEIA’s Investment Committee, applies a disciplined three‑point approach focused on risk, quality, and cost in stewarding more than $190 million in charitable assets.

During this session, you will gain:

A clear, data‑driven outlook for 2026
Insights drawn from CFNEIA’s portfolio, including key lessons from 2025 and strategic positioning for the year ahead
Perspective on how long‑term stewards navigate uncertainty, identify opportunities, and guide clients with confidence

This is a unique opportunity to hear directly from an industry leader whose expertise can strengthen your advisory practice and elevate the conversations you’re having with clients.

As always, this workshop is also our way of thanking you for the many ways you help strengthen charitable giving across our region.

You can choose to join in person or virtually. A link will be sent to virtual attendees before the event so they can join online.

1 hour of continuing education credits for CLE and Iowa Insurance is approved. CFP credits are pending approval.