OBL BANKING CALENDAR

April 18, OBL Education Center

What is the difference between "joint with rights of survivorship” and "tenants in common"? How do we open an account for minors? What is a revocable living trust and how do we document it? Answers to these questions and many more are available at the annual Ohio Deposit Account Documentation seminar, returning to an in-person session on April 18. Natalie Straus, CRCM, Director, FORVIS uses plain language and realworld examples as the program focuses the session on the day the account is opened.

Attendees will learn the "why" behind standard operating procedures. The program also covers CIP procedures and IRS Reporting compliance issues; while the manual and presentation suggest the procedures for standardizing the account opening process.

Who should attend? This is a comprehensive seminar developed for new accounts personnel, auditors, bookkeepers, operations officers and others who have responsibility for administering customer accounts. It is a fast-paced introduction for the new employee who needs an overview of deposit accounts and is designed to tie everything together for experienced personnel.

Questions? Contact OBL Education Manager Julie Kiplinger at 614-340-7612.

May 3, OBL Education Center

Congratulations! You or someone you manage has excelled as a contributor and now it’s time to move into a supervisory role. Make this transition smoother and more successful for everyone involved by participating in this oneday interactive workshop. Patrice McGuire, a seasoned HR professional and a valued presenter at the Graduate School of Banking – Madison, returns to the OBL to present this popular session. Attendees will gain all skills and insights needed to lead with confidence and conviction –including how to:

• Avoid 5 Supervisory “Traps” that turn people off;

• Ask good questions and become a good listener;

• Be accountable and hold other accountable;

• Build a productive team; and much more.

The program is ideal for: New supervisors and managers with less than one-year experience; experienced supervisors with little or no formal supervisor training; curious people who want to know if a supervisor role is for them; and aspiring and soon-to-be-promoted supervisors.

For registration assistance contact Sarah Husk at shusk@ohiobankersleague.com.

PREMIER LEADERSHIP & MANAGEMENT PROGRAMS

RETURN Space is Limited!

Succession planning is a necessity … not a luxury. And making certain your bank is ready to elevate others is a top priority for OBL member banks. That is why so many turn to two of the OBLs premier management and leadership programs.

Developed to help mold high potential employees into high achieving leaders, the OBL Bank Leadership Institute generates leaders who are better able to recognize and develop talent, build effective teams and achieve impactful results for their institutions. Under the facilitation of Joe Micallef, Grow Up Sales, and Debbie Peterson, Debbie Peterson Speaks, participants strengthen their own leadership abilities and their organizations’ success through excellence in leadership and enhanced organizational and performance skills.

The OBL Bank Management School is a weeklong intensive and comprehensive management program that meets 100 percent of student expectations year after year. The school features the ABA Bank Simulation and is coupled with sessions on topical banking-related sessions. With instruction by lead faculty member Anthony McGill, the school provides bankers with: • An enhanced understanding of the industry and the inter-relationships of each banking function; • An opportunity to better serve both customers and the bank;

• An opportunity to improve leadership and effectiveness;

• Skils to improve bank productivity, profitability and competitiveness; and

• A statewide peer network.

Space is limited for both programs. Contact the Professional Development team at education@ohiobankersleague.com or check the website for details.

Let’s get back to the business of banking –and what better place to start then ensuring your team is up-to-speed on banking basics?

The OBL is a local ABA training provider, and through this partnership offers interactive, flexible and timely training opportunities across many lines and levels of business. These selfpaced courses are offered to deliver needed content when and where it works for you and your team. Check out offerings such as Banking Basics, Introduction to Banking and Lending as the Cornerstone of Banking among dozens of others. Many courses meet the requirements of the ABA Professional Certifications for exams or continuing education credits.

Browse offerings at www.ohiobankersleague. com/Professional-Development/Webinars/ABACourses. Search “self-paced” for a full library of available programs, or for assistance in locating specific courses for your organization, contact OBL Education Manager Julie Kiplinger at jkiplinger@ohiobankersleague.com

ABA Training also offers ABA Certifications; Webinars; and Facilitated (live) Training Courses. All are available to search from the web address listed above.