OBL FORUMS
OBL FORUMS
OBLForumsaredesignedwithonepurposeinmind–tokeepbankersonthecuttingedgeoftheir industry These10peergroupsarebasedaroundindividualbankingfunctionsandmeetthroughoutthe year.
OBLForummembersareinvitedtosubmithottopicideasinadvanceofeachsessiontohelptobuildthe agendas.Forumparticipantslearnfromexpertconsultantswhofacilitatetheforums,aswellasgain valuableinsightsfromfellowmembers,aseachsessionfeaturestimeforengagingroundtable discussionsandnetworking
CFO FORUM
withTomHauckandToddTogrul,Directors,ForvisMazars February25,May27&September29
The CFO Forum provides an opportunityfor bankers to discuss important issues and dissect problems critical to their bank’sfinancial health. Thisforum is designed for CEOs, CFOs, presidents, controllers, fund managers and those who hold management positions actively involved in day-todayfinancial management activities. The entire group meetsfor thefirst part of each session and then is organized into two groups based on bank size and market. All participants exchange ideasfreely, dissect problems and discuss important issues with peers.
COMMERCIAL LENDING
FORUM
withKentKirby,Director,AdvisoryServices,Abrigo
March11,May13&August19
The Commercial Lending Forum provides a peer group discussion for commercial credit managers and lenders focusing on topics of interest including credit regulations, economic review, state legislation, financial analysis, hot lending topics, credit products and services of benefit to banks.
EDUCATION & TRAINERS FORUM
withKristiGreer,Founder&CEO,KristiGreerConsulting,LLC
April1,June10,&September2
The virtual Education &Trainers Forum encourages open conversation, peer sharing, and practical problemsolving around the evolving challengesfacing banks Eachsessionfocusesonreal-worldapplicationand continuousimprovement.Participantswalkawaywith actionableideas,freshperspectives,andrenewedenergyto developtheirpeopleandelevateperformanceacrosstheir organization.Designedforbankeducators,trainers,andHR professionalstoconnect,exchangeideas,andstrengthen theirapproachtolearninganddevelopment,whichinturn strengthensthebankingindustry.
HUMAN RESOURCES FORUM
withNelsonCary,Partner,Vorys,Sater,Seymourand PeaseLLC
March3,May21&September3
TheHRForumoffersregularprogramstokeepHR professionalscurrentonemploymentlaw,includingrecent andupcomingchanges.Italsocovershottopicssuchas legalprotections,communication,financialwellness, performancemanagement,andtalentretention.Designed forHRmanagersandanyoneinhumanresources,the forumprovidespracticalinsightsfortoday’sworkplace challenges.
IT FORUM
withMichaelHartke,President,infotex;andJonWaldman, ChiefPeopleOfficer/EVPISConsulting/PresidentSBS Institute,SBSCyberSecurity
April15-17,May19,August26&November17
TheITForumprovidesreal-worldscenariosandreal-world solutionstocommoncyberissues.ItgivesITprofessionals abetterunderstandingofhowcybersecurityfitsintotheir InformationSecurityProgramtopromoteconfidencein theirdailyresponsibilitiesandsetthemupascyber securityexperts.Theforumfeaturesgeneralsessionsand openforumdiscussion,aswellasanopportunitytoattend managerialandtechnicalbreakoutsessions.Itisdesigned forallindividualstaskedwithgoverning,managing, overseeingandimplementingtechnology,includingCISOs, ISOs,IT/networkmanagers,networkadministrators,IT specialistsandotherindividualstaskedwithmanagingor overseeingITorcybersecurity.
Theforumincludesthreesessionsandattendanceatthe OBLSecurity&TechnologyConference(April15-17).
MARKETING FORUM
withAmberFarley,EVPBrandDevelopment,FMS March18,May14&August25
TheMarketingForumprovidesbankerswithinformation aboutbrand,campaigndevelopment,technology, marketingtools,newdistributionnetworks,andcustomer engagementideasinatimewhentheworld,technology andmarketingoptionsarequicklychanging.Theforumis designedformarketingofficersandanyoneinvolvedin marketinginternallyorexternally.
MORTGAGE LENDING FORUM
withMarkBurnside,Director,ProBankEducationServices, ForvisMazars
March17, August12&November4
TheMortgageLendingForumbuildsstrongpeernetworks byexchangingperformanceideasanddiscussingthe mortgagelendingenvironment.Thisforumoffersan ongoingplatformfordevelopingpeernetworksand strengtheningjobperformancethroughideaexchange andpresentationsoncurrentmortgagelendingtopics.
PAYMENTS STRATEGY FORUM
withCaitlynMullins-Smith,AAP,APRP,NCP,Vice President&Director,NEACHPaymentsGroup
March10,August18&October6
ThePaymentsStrategyForumprovidesfinancial institutionleaderswithinsightsandpeerexchangeon everymajorpaymentsrail cards,wires,ACH,checks, instantpayments,anddigitalcurrencies.Participantswill explorestrategiestomaximizerevenue,managefraudand compliance,reducecosts,andenhancethecustomer experiencethroughexpertfacilitationandengaging roundtablediscussions
Thisforumisdesignedforexecutiveleadership responsibleforpayments,operations,ortreasury management;operations,risk,andcomplianceofficers seekingtomanagefraudandensureregulatory alignment;aswellaselectronicbanking,retail,and treasurymanagersoverseeingcard,ACH,wireorother paymentprocessingoperations.IT,vendormanagement, andinnovationleadersintegratingnewpayment technologiesandfintechpartnershipswillalsobenefit.
Risk Forum
CathyJackson,VPClientServicesandBethNilles,Senior DirectorClientServices,Lumio
April18,August11&October20
TheRiskForumoffersseniorriskprofessionalsaplatformto discusskeychallenges,sharestrategies,andstrengthen enterpriseriskpractices.Throughinteractivesessionsand breakoutgroups,participantsgainactionableinsightson regulatoryissues,emergingrisks,andtechnologytrends.
Thisforumisdesignedforchiefriskofficers,seniorrisk managementprofessionals,andcomplianceofficers,aswell asmanagementpositionsincreditandriskmanagement.
SENIOR RETAIL FORUM
withChristieDrexler,Owner,andJoshCollins,Facilitator, DrexlerConsulting,LLC
March24,June11&October8
TheSeniorRetailForumprovidesaplatformforseniorretail bankingofficerstoexamineimportantissues,dissect problemsandbrainstormsolutionsintoday’severevolving regulatory,cost-consciousandproductivity-driven environment.Theforumalsoprovidesanopportunityto networkandbuildlastingrelationshipswithpeers.Itis designedforseniorretailofficers,retailmanagers,retail operationsmanagers,coordinatorsresponsibleformultiple branches/offices,andthoseresponsibleforleadingthe retailbankingsalesandserviceefforts.
WHAT DO BANKERS SAY?
WHAT DO BANKERS SAY?
“The OBL Marketing Forum has been a valuable resource for my team and me. The relevant topics and discussions have improved our bank's marketing efforts. I appreciate Amber Farley's leadership and the welcoming atmosphere of each session!”
“The CFO Forum has provided a great setting to discuss questions and current banking environment issues and concerns. The program has also provided a great network of professionals to reach out to outside of the meetings to get input on time-sensitive topics.”
“The Mortgage Lending Forum features engaging conversation with industry peers. Additionally, Kylee is a strong presenter and moderator.”
“As a member of the Education & Trainers Forum, I enjoy collaborating with fellow bankers who work in Training. I discovered many take aways from discussions we had during the session that will help me on current and future projects at my financial institution.”
