OBL FORUMS
Bringing Bankers Together OBL FORUMS
Now10OBL ForumstoChoose From! Including NEW PaymentsStrategy Forum and returning Risk Forum.
OBL Forums are designed with one purpose in mind – to keep bankers on the cutting edge oftheir industry.These10 peer groups are based around individual banking functions and meet throughout the year.
OBL Forum members are invited to submit hot topic ideas in advance ofeach session to helpto build the agendas. Forum participants learn from expert consultants whofacilitatetheforums, as well as gain valuable insightsfrom fellow members, as each session featurestimefor engaging roundtable discussions and networking.
CFO FORUM
withTom Hauck andToddTogrul, Directors, Forvis Mazars
February25, May27 &September29
The CFO Forum provides an opportunity for bankers to discuss important issues and dissect problems critical to their bank’s financial health. This forum is designed for CEOs, CFOs, presidents, controllers, fund managers and those who hold management positions actively involved in day-today financial management activities. The entire group meets for the first part of each session and then is organized into two groups based on bank size and market. All participants exchange ideas freely, dissect problems and discuss important issues with peers.
COMMERCIAL LENDING FORUM
with Kent Kirby, Director, Advisory Services, 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
with Kristi Greer, Founder &CEO, Kristi GreerConsulting, LLC
April1, June10, &September2
The virtual Education & Trainers Forum encourages open conversation, peer sharing, and practical problemsolving around the evolving challenges facing banks. Each session focuses on real-world application and continuous improvement. Participants walk away with actionable ideas, fresh perspectives, and renewed energyto developtheir people and elevate performance acrosstheir organization. Designed for bank educators, trainers, and HR professionalsto connect, exchange ideas, and strengthen their approach to learning and development, which in turn strengthensthe banking industry.
HUMAN RESOURCES FORUM
with Nelson Cary, Partner, Vorys, Sater, Seymour and Pease LLC
March 3, May21 &September3
The HR Forum offers regular programsto keep HR professionals current on employment law, including recent and upcoming changes. It also covers hot topics like legal protections, communication, financial wellness, performance management, and talent retention. Designed for HR managers and anyone in human resources, the forum provides practical insightsfortoday’s workplace challenges.
IT FORUM
with Dan Hadaway, Founder, infotex; and Jon Waldman, Chief PeopleOfficer/EVP ISConsulting/President SBS Institute, SBSCyberSecurity
April15 -17, May19, August 26 &November17
The ITForum provides real-world scenarios and real-world solutionsto common cyber issues. It gives ITprofessionals a better understanding of how cyber securityfits intotheir Information Security Program to promote confidence in their daily responsibilities and set them up as cyber security experts.Theforum features general sessions and open forum discussion, as well as an opportunityto attend managerial and technical breakout sessions. It is designed for all individualstasked with governing, managing, overseeing and implementing technology, including CISOs, ISOs, IT/network managers, network administrators, IT specialists and other individualstasked with managing or overseeing ITor cyber security.
Theforum includesthree sessions and attendance at the OBLSecurity &TechnologyConference (April 15-17).
MARKETING FORUM
with Amber Farley, EVP Brand Development, FMS
March18, May14 &August 25
The Marketing Forum provides bankers with information about brand, campaign development, technology, marketing tools, new distribution networks, and customer engagement ideas in a time when the world, technology and marketing options are quickly changing.Theforum is designed for marketing officers and anyone involved in marketing internally or externally.
MORTGAGE LENDING FORUM
with Kylee Durbin, Lead Consultant, Forvis Mazars
March17, August12 &November4
The Mortgage Lending Forum builds strong peer networks by exchanging performance ideas and discussing the mortgage lending environment.Thisforum offers an ongoing platform for developing peer networks and strengthening job performancethrough idea exchange and presentations on current mortgage lending topics.
with Caitlyn Mullins-Smith, AAP, APRP, NCP, Vice President & Director, NEACH PaymentsGroup
March10, August18 &October6
The Payments Strategy Forum providesfinancial institution leaders with insights and peer exchange on every major payments rail — cards, wires, ACH, checks, instant payments, and digital currencies. Participants will explore strategiesto maximize revenue, managefraud and compliance, reduce costs, and enhancethe customer experiencethrough expert facilitation and engaging roundtable discussions.
RISK FORUM PAYMENTS STRATEGY FORUM
with Niki White, ChiefGrowth Officer, Lumio
April18, August11 &October20
The Risk Forum offers senior risk professionals a platform to discuss key challenges, share strategies, and strengthen enterprise risk practices.Through interactive sessions and breakout groups, participants gain actionable insights on regulatory issues, emerging risks, and technologytrends.
SENIOR RETAIL FORUM
with Christie Drexler, Owner, and Josh Collins, Facilitator, DrexlerConsulting, LLC
March 24, June11 &October 8
The Senior Retail Forum provides a platform for senior retail banking officersto examine important issues, dissect problems and brainstorm solutions in today’s ever evolving regulatory, cost-conscious and productivity-driven environment.Theforum also provides an opportunityto network and build lasting relationships with peers. It is designed for senior retail officers, retail managers, retail operations managers, coordinators responsiblefor multiple branches/offices, and those responsiblefor leading the retail banking sales and service efforts.
www.ohiobankersleague.com/Professional-Development/Forums
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 featured 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.”
OBL Risk Forum Members & Facilitators
OBL Marketing Forum Members
OBL CFO Forum Members
