2024 OBL Next Gen Conference Brochure

GENERAL SESSIONS

OPENING KEYNOTE: THE LEADERSHIP CHALLENGE

Sean Payant, Senior EVP & Chief Strategy Officer, Haberfeld

Our banks and our customers succeed when everyone on the team executes their roles at a consistently high level But extraordinary execution doesn’t happen automatically Our people need direction, support and encouragement This is the leadership challenge In this session, we’ll identify and discuss key leadership practices which, when utilized, bring out the best in our people and increase our ability to serve our customers and co-workers at the highest level We will explore how to create engagement as well as the leader’s role in the process We will also discuss strategies to craft vision, build alignment and champion execution Ultimately, we will end with a personal action plan designed to be utilize after the conference

INFLATION, INTEREST RATES & THE ILLUSION OF A SOFT LANDING

Dimitri Delis, Managing Director Financial Strategies, Piper Sandler Companies

As young leaders, you are often wrapped up in the day-to-day operations of your job and do not always give much thought to the overall industry or economic conditions, yet this knowledge is important. This presentation will explore why inflation will decline below 2 percent in 2024 and deflation could emerge as a more significant risk. Sixty years of historical data will be used to illustrate that interest rates always move lower at the end of the Fed’s tightening cycle and the yield curve steepens. The presentation will clarify why the recent sharp increase in long-term yields does not necessarily signal the start of a bond bear market, despite the unprecedented rise in US debt. We will also delve into the potential consequences of the Fed's ongoing Quantitative Tightening (QT) as well as the impending credit crunch on the economic landscape.

HOW COMMUNITY BANKS CAN USE ARTIFICIAL INTELLIGENCE

Brad Thien, Relationship Manager, Aunalytics

As technology is becoming increasingly embedded in our society, it is causing seismic shifts across many industries but especially within financial services Artificial Intelligence is at a point where it can massively improve efficiency but can seem out of reach for mid-size and community banks How can your organization compete against the seemingly unlimited technology resources of the largest banks while still maintaining and enhancing your competitive advantage of personalized, white glove service? With the help of AI technologies, community banks have successfully been able to strengthen relationships, reduce churn, increase deposits, and improve ROI enterprise-wide by utilizing the data they already have at their fingertips and your organization can, too

ABOUT THE OBL: ADVOCACY, EDUCATION & COLLABORATION

Mike Adelman, President & CEO, Ohio Bankers

League

The Ohio Bankers League is YOUR state trade association. During this brief session, learn more about the three arms of the OBL – Advocacy, Education and Collaboration – and find out more about the resources and connections available to OBL members. Plus, hear first-hand what the OBL can do for bankers from across the state.

CLOSING KEYNOTE: WHERE YOU LOOK IS WHERE YOU GO

Noelle Pikus Pace

On February 14, 2014, Noelle Pikus Pace crossed the finish line at the Winter Olympic Games in Sochi, Russia, and finally earned an Olympic medal - but it wasn't an easy road She learned through her trials the importance of setting specific goals each and every day in an effort to progress forward After a terrible crash in Germany, she realized the importance of eliminating doubts, fears, and worries within our daily lives and that "Where You Look is Where You Go"

EMBRACING THE FUTURE: BANKING AND CUSTOMERS OF TOMORROW

Coleman Clougherty, VP | Business Development, La Macchia Group

In this presentation, we will explore the rapidly evolving landscape of banking and the key factors that will shape the future of the industry We will delve into the role of cultural differences in shaping banking preferences, the impact of advancing technology on the banking experience, and the best strategies for attracting customers to community banks in a competitive market Additionally, we will discuss the unique characteristics and expectations of Gen Z and Gen Alpha customers, and how understanding their life cycle can help community banks tailor their offerings to meet their needs and preferences Join us as we explore the exciting opportunities that lie ahead for community bank leadership in serving the customers of tomorrow

CHALLENGING OUR COMMUNICATION STYLES

Sammie Kelly, Sr. Marketing & Sales Strategist, Clark Schaefer Strategic HR

Communication is key to being understood and to understanding others. But do you feel heard? Do you walk away from meetings with clarity? In this interactive session, participants will learn more about their personal communication styles, how to flex them to meet the needs of others when communicating, and how to leverage others’ styles to achieve their personal goals.

FRAUD! CURRENT TRENDS & WHAT YOU NEED TO KNOW

Karen Wingerd, Acting Special Agent in Charge and/or Chad Adolph, Supervisory Special Agent, IRS

Amidst the surge in fraudulent activities, it is incredibly important for bank employees in all areas of the bank to stay informed about the diverse scams and fraud schemes rampant nationwide and here in Ohio. As pillars of your community, bankers like you serve as invaluable resources to your customers. By proactively educating customers about the intricacies of fraud and empowering them to recognize warning signs, you shield your communities and banks from financial harm. Join two special agents from the IRS for insights and an enlightening session as they delve into the comprehensive realm of fraud prevention: identifying key indicators and implementing proactive measures.

DEPOSIT RETENTION & GROWTH

Ray Langen, Regional Director,

Session description coming soon!

StrategyCorps

SCHEDULE

THURSDAY, JUNE 6

8 - 9 a m

9 - 11:45 a m

11:45 a.m. - 12:30 p.m.

12:30 - 1:30 p.m.

1:30 - 1:45 p.m.

1:45 - 2:45 p.m.

2:45 - 3 p.m.

3 - 4 p.m.

Registration & OBL

BankServices Expo

Welcome & Opening Keynote

Lunch & Networking

Concurrent Breakout Sessions

Break & Expo

Concurrent Breakout Sessions

Break & Expo

Roundtable Discussions

FRIDAY, JUNE 7

8 - 8:30 a m

8:30 - 9:45 a m

9:45 a.m. - 10:00 a.m.

10:00 - 10:15 a.m.

10:15 - 11 a.m.

11 - 11:10 a.m.

11:10 - 12:15 p.m.

12:15 - 12:45 p.m.

12:45 - 2 p.m.

Continental Breakfast & Expo

General Session

About the OBL

Break & Expo

General Session

Break & Expo

CEO Panel Discussion

Buffet Lunch

Closing Keynote

RECEPTIONS & DINNERS PROGRAM INFORMATION

WELCOME RECEPTION

Wednesday, June 5 from 7 - 8:30 p.m.

Hilton Downtown Columbus Mix and mingle with fellow conference attendees and OBL staff. Beverages and light appetizers will be provided.

NETWORKING RECEPTION

Thursday, June 6 from 4:30 - 6 p.m.

Attendees are invited to attend this outdoor reception at Canopy by Hilton - a short walk from the Convention Center and Hilton Hotel

DINE-AROUND DINNERS

Thursday, June 6, from 6 p.m.

Plan to sign up for one of many “Dine-Around” dinners at a near-by Short North restaurant. The OBL will make the reservations; bankers will cover the cost of their own meals

NEW! LATE NIGHT RECEPTION

Thursday, June 6, from 9 - 11 p.m. Not ready to turn in after dinner? Neither are we! Join us for a late night reception for additional networking, games, trivia and more!

per OBL bank member, affiliate member and business partner per nonmember (bankers only)

Cancellations received in writing by May 29 will be refunded minus a $75 processing fee No refunds will be available after May 31. Substitutions are welcome at any time.

Hotel accommodations are available at the The Hilton Downtown Columbus for $207/night through May 24 or while space remains

Contact Sarah Husk, Education Manager at shusk@ohiobankersleague.com

Scan the QR code or visit www.ohiobankersleague.com to register today!