Midwest CEO Forum

Presented by the OBL & State Bankers Association Partners

The 2023 Midwest CEO Forum is a six-state regional program that provides instant access to a confidential, best-fit peer group that is sure to form lifelong connections. This forum is designed to curate an inner group of high-performing CEOs and senior executives from Illinois, Indiana, Kentucky, Michigan, Ohio and Wisconsin representing financial institutions from $750MM - $10B in assets to discuss industry best practices, issues and challenges. Together, members will tackle challenges; gain a fresh outside perspective; reshape ideas for better results; create a consensus among your peers; develop new strategies for future growth; and reignite your leadership passion

Benefits of the Forum

Form lasting relationships with financial industry executives
Increase profits through higher performance
Discover cost-cutting concepts
Solve your most pressing problems
Obtain access to highly respected experts in the field
Improve the performance of your bank

Forum Schedule

The Midwest CEO forum includes three sessions that run from 9AM to 2PM at RSM Offices in Chicago on:

Wednesday, May 10
Wednesday, August 9
Wednesday, November 1

How the Forum Works

The Midwest CEO Forum will meet three times during the year
Relevant hot topics will be discussed at each session. Participants are strongly encouraged to suggest topics of interest in advance of the session
Forum participants benefit from working with a seasoned facilitator
Attendees share best practices and solutions to current challenges
Each attendee receives an electronic manual with program materials

Who Should Attend?

CEO
C-Suite Executives
From institutions with $750MM - $10B in assets

Previous & Possible Forum Discussion Topics

Current M&A Market
Technology
Talent
Regulatory Update
Tax Update
Strategy; Including Bank Acquisitions, FinTechs
Digital Assets; Crypto
Everyday Automation in Lending
IT Considerations Beyond Keeping the Lights On
Economic Outlook
How Big Banks are Betting on Cryptocurrency

Forum Instructor

John Behringer, CPA, MBA, Partner, National Financial Institutions Sector Leader, RSM LLP US
John Behringer is a financial services partner at RSM based in Chicago that specializes in the Financial Institution Sector and is aligned with the Risk Consulting practice. He is the leader of RSM's Financial Institutions Sector nationally and serves as the Risk Consulting Financial Services Champion for RSM. John has over 20 years of public accounting experience providing advisory, audit and risk management consulting services to financial institutions with a focus on financial reporting, credit risk management and strategic advisory including M&A, Digital Transformation and Cryptocurrency services. He has extensive experience providing credit risk management and internal audit services that include credit review and CECL implementation services; SEC, Sarbanes-Oxley, and FDICIA reporting issues; internal controls implementation; and on-going compliance services

Registration

To register for the 2023 Midwest CEO Forum, click the registration button below.

Additional OBL Forums

The OBL holds additional forums for targeted peer learning and networking. Click on the 2023 OBL Forums brochure for an overview, or click on the individual forum links below for complete details.

Cancellation Policy

Refunds for the program will be granted for cancellations received in writing to the OBL Professional Development Team seven days prior to each session. Cancellations will be subject to a $75 processing fee. No Refunds will be granted for cancellations received within seven days of the program. Substitutions are always welcome.

Questions?

Contact the Susan Poling Jones at 614-340-7611.