Shows
Banking on Experience powered by BUSINESSNEXTWhy Bank of Idaho Bet Big on Acquisition – A Candid Talk with CEO Jeff NewgardBank of Idaho made headlines with its $245 million acquisition deal with Glacier Bancorp—a bold move at a time when community banks are battling rising regulatory pressure, digital disruption, and funding challenges. In this episode, Chairman, President & CEO Jeff Newgard shares: The key factors that drove the decision to sell The toughest leadership challenges during the transition How he approached cultural integration between two institutions The hard truths every community bank leader must face in today's fast-changing market Whether you're weighing an acquisition or simply trying to fu...
2025-05-1427 min
GeTtin' SALTy PodcastConformity—Policy or Politics? In this episode of GeTtin' SALTy, host Nikki Dobay dives into the complex and timely topic of tax conformity with two state tax guests, Shail Shah, Greenberg Traurig shareholder based in San Francisco, and Jeff Newgard, President and CEO of Peak Policy. The discussion centers on the challenges and implications of how states align—or don't align—with the federal Internal Revenue Code (IRC). Key topics include: Oregon's Proposed Shift to Static Conformity California's Static Conformity Challenges Administrative and Compliance Impacts Broader Implications for Tax Policy Future Outlook In a lighthearted conclusion, Nikki, Shail, and Jeff...
2025-03-2627 minGeTtin' SALTy PodcastOregon's Tax Landscape: Revenue, Legislation, and Local Changes with Jeff NewgardIn this episode of GeTtin' SALTy, host Nikki Dobay is joined by Jeff Newgard, president of Peak Policy, to discuss Oregon's 2025 legislative session. They explore Oregon's revenue outlook fueled by personal income tax gains and the expiration implications of federal tax provisions. They delve into the state's budgetary and tax policy processes, highlighting the nuances of legislative priorities, including a potential transportation package and tweaks to the longstanding estate tax. Jeff and Nikki reflect on the potential political and fiscal impacts of recent voter sentiment against tax increases, while also considering the challenges...
2025-02-1234 minGeTtin' SALTy PodcastPortland's Taxing Authority DebunkedIn this episode of GeTin' SALTy, host Nikki Dobay is once again joined by Jeff Newgard, Principal at Peak Policy, for a discussion about the Portland tax system and the City's charter authority. Jeff and Nikki discuss Portland administration of the Portland Clean Energy Surcharge (CES), which was adopted by voters in 2018. As the discuss, although the CES was properly enacted by Portland voters, the City's current administration is significantly beyond the scope of voter intent and is questionable based on the City's charter authority. Finally, Jeff and Nikki wrap up with a fun discussion about fun fall activity w...
2024-09-2530 minGeTtin' SALTy PodcastCatching up on Oregon -- 2024 legislative session and super-majority vote requirementsIn this episode of GeTtin' SALTy, host Nikki Dobay is joined once again by Jeff Newgard, Principal at Peak Policy, for a chat about Oregon. First, Jeff provides an overview of the 2024 Oregon legislative session and the tax bills to watch this, including the reconnect bill and a bill that would ensure taxpayer confidentiality at the local level. Jeff and Nikki also discuss the "super-majority" vote issue that policy makers have been trying to tinker with the last few sessions. A philosophical SALT issue that Jeff and Nikki recently wrote about in Tax Notes State (Bills for Raising Revenue: Whi...
2024-02-2833 minGeTtin' SALTy PodcastEpisode 10: Oregon Legislative Round-upIn this episode of GeTtin' SALTy, host Nikki Dobay is joined by Jeff Newgard, Principal at Peak Policy, to catch up on how the 2023 Oregon legislative session shook out. The 2023 session was full of drama here in Oregon, and Jeff provides a blow-by-blow on all things tax related. Specifically, Jeff and Nikki discuss several missed opportunities during the session, Oregon newly reinstituted R&D credit, and the Oregon CAT/super-majority scare. The two wrap up with a very serious conversation about summer tomatoes—where do you stand?
2023-08-0346 min
The City Club of Idaho Falls2023_4_28 Jeff Newgard: Silicone Valley Bank Impacts "What happened and What we learned"Really insightful and interesting meeting on the SVB impacts on our economy and community and what changes we might still see. We hope you will enjoy listening to this program. Here is the link to the PPP for Jeff Newgard on our website.
https://www.ifcityclub.com/past-events-slides/
2023-05-041h 02GeTtin' SALTy PodcastEpisode 4: It's Raining Taxes in PortlandiaIn this episode of GeTtin' SALTy, host Nikki Dobay is joined by Jeff Newgard, Principle at Peak Policy, to discuss the Oregon legislative session as well as a bill that is being considered that would require alignment to the state tax base for any local income tax. The bill is meant to address the significant increase in tax compliance and administration complexities that have been unfolding over the past several years in the Portland area as the number of local taxes continue to increase. Jeff provides some historical background and context regarding the Portland area local taxes and then th...
2023-05-0340 min
Apolitical PoliticsTax Lobbying - Jeff Newgard (Oregon Lobbyist)Lobbyist, Jeff Newgard of Peak Policy discusses the process of lobbying specific to tax lobbying.https://www.peakpolicy.com/
2022-08-2621 min
Success Elevated PodcastEpisode 14 - Creating a Company Culture Built on Kindness w/ Jeff NewgardHow do you stay true to yourself in the world of business?According to Jeff Newgard, President and CEO of Bank of Idaho, it comes down to reflecting your core values in the workplace. Business owners who recognize their company culture is a direct result of what they do, have the power to make positive changes and elevate their team.Check out our newest Success Elevated Podcast to learn about creating a company culture built on kindness, as well as discussions on how entrepreneurs should partner with good financial institutions to help grow their business.
2022-06-1131 min
Independent BankerWhy cybersecurity is no longer just an IT issue - with Jeff Newgard of Bank of Idaho and Kevin Piette of State Bank of Cross Plains“Today, in literal terms, everybody has to operate as that state-of-the-art bank,” says Kevin Piette, chief operating officer and chief information officer for State Bank of Cross Plains, in the newest episode of ICBA’s Communities of Innovation podcast. Cybersecurity is a growing priority today for community banks, which are up against an ever-increasing presence of hackers, security breaches and hidden threats. But, according to Piette and Jeff Newgard, president and CEO of Bank of Idaho, community banks shouldn’t just build a plan. They need an ecosystem of cybersecurity technology, relationships, and best practices. Piette and Newgard are...
2022-04-2745 minIndependent BankerWhy cybersecurity is no longer just an IT issue - with Jeff Newgard of Bank of Idaho and Kevin Piette of State Bank of Cross Plains“Today, in literal terms, everybody has to operate as that state-of-the-art bank,” says Kevin Piette, chief operating officer and chief information officer for State Bank of Cross Plains, in the newest episode of ICBA’s Communities of Innovation podcast. Cybersecurity is a growing priority today for community banks, which are up against an ever-increasing presence of hackers, security breaches and hidden threats. But, according to Piette and Jeff Newgard, president and CEO of Bank of Idaho, community banks shouldn’t just build a plan. They need an ecosystem of cybersecurity technology, relationships, and best practices. Piette and Newgard are...
2022-04-2745 min
The SALT Shaker PodcastA look into West Coast tax legislation In this episode of the SALT Shaker Podcast focused on policy issues, host and Eversheds Sutherland Partner Nikki Dobay hosts a full house for a West Coast legislative update. Nikki welcomes back Rob Gutierrez, President and CEO of the California Taxpayers Association (CalTax), and Jeff Newgard, Principal and Owner of Peak Policy and also joining the conversation is Tommy Gantz, Director of Governmental Affairs on Tax & Fiscal Policy and Manufacturing from the Association of Washington Business (AWB). Together, they review specific revenue and legislative updates in California, Oregon and Washington, including issues and developments of note that ar...
2022-02-2429 minThe SALT Shaker PodcastCorporate tax disclosures – are they in or out? In this episode of the SALT Shaker Podcast policy series, host and Eversheds Sutherland Partner Nikki Dobay welcomes back Jeff Newgard, Principal and Owner of Peak Policy, as well as Stephanie Do, Senior Tax Counsel for the Council On State Taxation (COST). They team up with Nikki to discuss the intricacies of corporate tax disclosures, including recently-introduced ballot initiative 21-23 in Massachusetts. They cover the initiative’s status, concerns associated with it and how it may fare in the future. In addition, Jeff reviews the history of public tax disclosure legislation in Oregon and opines on whether there...
2021-11-0428 minThe SALT Shaker PodcastOregon Sine Die UpdateIn this episode of the SALT Shaker Podcast policy series, host and Eversheds Sutherland Partner Nikki Dobay is joined again by Jeff Newgard, Principal and Owner of Peak Policy, to review tax developments of the recently concluded Oregon legislative session. Their discussion focuses on the corporate activity tax (CAT) technical corrections bill (SB 164), including the intensely followed fiscal year fix, the preferential tax rates pass-through bill that scaled back those benefits (SB 139), and the so-called SALT cap work-around bill (SB 727). Jeff and Nikki also chat about issues taxpayers should keep on their radar during the interim. Then, they get per...
2021-07-0126 minThe SALT Shaker PodcastThe “Rocky Mountain High” state and Oregon have something else in commonIn this episode of the SALT Shaker Podcast policy series, Erica Kenney, West Coast Counsel of the Council On State Taxation (COST) and Jeff Newgard, Principal and Owner of Peak Policy, join host and Partner Nikki Dobay for a discussion of proposed legislation in Oregon and Colorado. Who knew they would be sharing tax haven “blacklist” stories? Both states still have a long way to go before sine die, but it is a good point in time for listeners to get a sense of where things are with respect to several proposals. The podcast ends with a new...
2021-05-2032 min
Community Connections with Jeff Newgard8: Rick Aman, President of the College of Eastern IdahoWelcome to Community Connections with Jeff Newgard! As the President & CEO of Bank of Idaho, I am fascinated with authentic and real conversations and establishing long term relationships. This video series is my opportunity to do just that - connect with local business owners and leaders to hear their stories. My personal mantra is, “People Bank With People.”
Today’s guest is Rick Aman, President of the College of Eastern Idaho.
Dr. Rick Aman was selected as the inaugural President of the College of Eastern Idaho in December 2017 by the newly appointed board of truste...
2020-02-2530 minCommunity Connections with Jeff Newgard7: Rebecca Casper, Mayor of Idaho FallsWelcome to Community Connections with Jeff Newgard! As the President & CEO of Bank of Idaho, I am fascinated with authentic and real conversations and establishing long term relationships. This video series is my opportunity to do just that - connect with local business owners and leaders to hear their stories. My personal mantra is, “People Bank With People.”
Today’s guest is Rebecca Casper, Mayor of Idaho Falls.
Rebecca Casper has a passion for politics and this passion benefits the residents that live in the city Idaho Falls. Even though Mayor Casper has had many l...
2020-02-1032 minCommunity Connections with Jeff Newgard6: Russell Davies, CEO & Founder of P.T.S.DWelcome to Community Connections with Jeff Newgard! As the President & CEO of Bank of Idaho, I am fascinated with authentic and real conversations and establishing long term relationships. This video series is my opportunity to do just that - connect with local business owners and leaders to hear their stories. My personal mantra is, “People Bank With People.”
Warning: This podcast episode contains sensitive topics and stories. Viewer discretion is advised for the content that will be discussed.
Today’s guest is Russell Davies, former Sargent in the US army and CEO and Founder of Pro...
2020-01-1848 minCommunity Connections with Jeff Newgard5: Billy Butler, Former MLB Designated Hitter & First BasemanWelcome to Community Connections with Jeff Newgard! As the President & CEO of Bank of Idaho, I am fascinated with authentic and real conversations and establishing long term relationships. This video series is my opportunity to do just that - connect with local business owners and leaders to hear their stories. My personal mantra is, “People Bank With People.”
Today’s guest is Billy Butler, A.K.A “Country Breakfast” and former professional baseball designated hitter and first baseman. Billy played in Major League Baseball for the Kansas City Royals from 2007 to 2014, the Oakland Athletics from 2015 to 2016 and the Ne...
2020-01-0227 minCommunity Connections with Jeff Newgard4: Dr. Troy Brumfield, Chief Medical Officer at Mountain View HospitalWelcome to Community Connections with Jeff Newgard! As the President & CEO of Bank of Idaho, I am fascinated with authentic and real conversations and establishing long term relationships. This video series is my opportunity to do just that - connect with local business owners and leaders to hear their stories. My personal mantra is, “People Bank With People.”
Today’s guest is Dr. Troy Brumfield, Chief Medical Officer at Mountain View Hospital.
Listen and enjoy Dr. Troy Brumfield's story.
Check out our conversation on YouTube: https://youtu.be/sb1KRBzaUEs
...
2019-12-1931 minCommunity Connections with Jeff Newgard3: Kevin Greene, President & General Manager of Idaho Falls ChukarsWelcome to my Community Connections podcast. As the President & CEO of Bank of Idaho, I am fascinated with authentic and real conversations and establishing long term relationships. This podcast is my opportunity to do just that - connect with local business owners and leaders to hear their stories. My personal mantra is, “People Bank With People.'
Today’s guest is Kevin Greene, President and General Manager of Idaho Falls Chukars.
In this episode, you’ll learn about Kevin Greene’s passion for sports and life long love for the game of Baseball. Back in...
2019-12-0530 minCommunity Connections with Jeff Newgard2: Vicki Elison, Owner of KV INC.Welcome to Community Connections with Jeff Newgard! As the President & CEO of Bank of Idaho, I am fascinated with authentic and real conversations and establishing long term relationships. This video series is my opportunity to do just that - connect with local business owners and leaders to hear their stories. My personal mantra is, “People Bank With People.”
Today’s guest is Vicki Elison, Owner of KV INC. KV Inc. Utilities is a corporation headquartered here in Idaho, since 1984.
In this episode, you'll hear how Vicki, a woman born with grit, faced and overca...
2019-11-2132 minCommunity Connections with Jeff Newgard1: David Adler, President of The Alturas InstituteWelcome to Community Connections with Jeff Newgard! As the President & CEO of Bank of Idaho, I am fascinated with authentic and real conversations and establishing long term relationships. This video series is my opportunity to do just that - connect with local business owners and leaders to hear their stories. My personal mantra is, “People Bank With People.'
Today's guest is David Adler, President of The Alturas Institute. The Alturas Institute is a non-profit organization created to promote the Constitution, gender equality, and civic education.
In this episode, Dr. David Adler, a re...
2019-11-0638 min
KMB TalkThis CEO Says Never Give Up.Interview with Jeff Newgard, President and CEO at Bank of Idaho. From his humble beginnings in rural Montana to growing banks in Washington and Idaho, Jeff's story is full of surprises and his message is clear. Do not give up.
2019-05-1046 min