Join us at the Hilton at Easton for the 21st Annual OBL CEO Symposium
The OBL invites CEOs and other top bank executives to attend this special program featuring CEO Roundtables Discussions and the popular Networking Reception following sessions on day one. Enjoy the opening session from keynote Manley Feinberg, who maintains that the best leaders often struggle to deliver more value under tightening budget constraints and rising expectations. We will also hear from closing keynote presenter Andy Fastow, former CFO of Enron. Fastow, who served six years in federal prison after securities fraud, will tell his story as he makes observations about how our biases impact decisions in grey areas, preventing us from seeing risk – leading to problematic decision-making.
networking & Night Cap Receptions
Registration
$595 OBL member
$1,190 per OBL nonmember (bankers only)
For registration assistance contact Megan Peiffer at mpeiffer@ohiobankersleague.com.
Hotel Accommodations
Limited discounted overnight rooms are available in the OBL room block while space lasts for $217/night at the Hilton Columbus Easton. Tel 614-414-5000. Be sure use code OBLCS to receive your discount.
Enjoy our one-hour networking reception with hosted bar and light appetizers at the Hilton Columbus at Lobby Terrace or Easton Social in case of rain.
Close
Included! may 14 5:00-6:00pm nightcap reception May 14 8:00-10:30pm
Agenda Day one- MAY 14
registration & networking
welcome & lunch
opening keynote: exponential commitmentbuild breakthrough momentum in the storm of chaos with manley feinberg
Out with the old: liquidity, funding and regulation with ryan smith
Fraud: Everything from check to wire with katie gazley and marcel duhamel
deposit growth strategies for today, tomorrow, and forever with tom mcgill
Networking reception
night cap reception
day one sessions
OPENING KEYNOTE: Exponential Commitment - Build Breakthrough Momentum in the Storm of Chaos
Manley Feinberg, Founder, Vertical Lessons Inc.
This dynamic keynote inspires participants to step up in a new way to overcome resistance and reach higher than ever by cultivating Exponential Commitment in themselves and those around them Participants will learn essential Vertical Lessons for deepening their commitment, building momentum, and achieving breakthroughs in even the most challenging circumstances
Out with the Old: Liquidity, Funding and Regulation
Ryan Smith, Managing Director, Piper Sandler
Banks are under the microscope in this environment and integrating new options into a strategic plan is essential. Themes will include rethinking liquidity and funding to ensure a modernized view on sources and measures. This will also cover the impact that new regulation may have on your bank’s strategy. The discussion will include relevant market updates to contextualize the ideas and help management teams find more value in 2024 and beyond.
FRAUD: Everything from Check to Wire
Katie Gazley, Principal, GAD Insurance and Marcel Duhamel, Partner, Vorys Sater, Seymour, and Pease LLP
Check Fraud and Wire Fraud are the two quickest and seemingly easiest ways to steal large sums of money from a bank This session will look at common schemes utilized to carry out the fraud, best practices to prevent fraud, review agreements banks should have in place between themselves and their customers and finally the actions necessary to help find insurance coverage at the time of a claim
Deposit Growth Strategies for Today, Tomorrow, and Forever
Tom McGill, Director of customer Experience, Profit Resources, Inc.
The industry finds itself at a point where deposit growth pressures are intense What can be done to attack today's problems, while creating a comprehensive strategy for ongoing deposit growth? Do we ever not need deposits? Is it solely retail's responsibility to grow deposits? What are the product, process, and people components essential to a long-term deposit strategy? Sit in on this session and learn some best practices garnered from experiences at community banks
Agenda Day two- May 15
Continental breakfast
executive roundtable discussions
economic position & going forward strategies with charley mcqueen
implications of gpt and other large language models for banks with connor heaton
break & lunch
closing keynote: Why does enron keep happening? with andy fastow
day two sessions
Economic Position & Going Forward Strategies
Charley
McQueen, President, McQueen Financial Advisors
Join us for a high-energy presentation on the current economic position and a forecast of the future. This presentation focuses on your needs as a Bank and how to prepare for the future. This session will cover: Interest Rates, Projections for loan product growth expansion, Projections for deposit product growth, Managing capital to meet growth strategies, Regions to be cautious about economically, and Analysis and projections for inflation and employment
Implications of GPT and Other Large Language Models for Banks
Connor Heaton, Vice President Advisory Services, Strategic Resource Management, Inc.
This talk is focused on the implications of advanced large language models (LLMs) for banks and credit unions. Topics covered include the history of AI, what LLMs are and why they matter, emerging use cases for FIs, risks, and the future of work.
CLOSING KEYNOTE: Why Does Enron Keep Happening?
Andy Fastow, Risk Management, Ethics, and HR Expert
Enron's downfall was attributed to a cultural issue rather than a compliance one, yet the Human Resources Group responsible for managing culture believed everything was under control Surveys indicated an improving work environment with no complaints from employees, and the company was flooded with job applicants Despite winning national awards for its employee manual, visions, and values statement, Enron collapsed within four months, resulting in a $40 billion loss of shareholder wealth, retirement savings, and thousands of lost jobs This pattern of corporate disasters, from Enron to the financial crisis and General Electric, underscores a common thread discussed by Fastow: the phenomenon that HR, Senior Management, and Directors keep missing
