OBL IT Forum

OBL IT Forum

The OBL IT Forum returns to offer an ongoing platform for IT and cybersecurity professionals to discuss relevant topics, find solutions, and exchange ideas relating to IT and cybersecurity within their organizations. As in the past, agendas are built by attending members of the forum. The forum, facilitated by SBS CyberSecurity and Infotex, has been designed with insight from operations and technology leaders from the community banking industry to provide a mix of peer sharing and discussion with free exchange of ideas on issues that concern them most, as well as guided education and lectures from seasoned facilitators.

This forum features general sessions and open forum discussion time for members, as well as an opportunity to attend managerial and technical breakout sessions. Please note, managerial sessions will feature topics related to managing your Information Security Program from the "security" side, while technical sessions will feature topics related to architecture, infrastructure and implementation of technical networking controls.

Benefits of the Forum

  • Discuss current industry challenges in a roundtable forum
  • Form relationships with other IT and cybersecurity professionals
  • Learn about the latest hot-topic technology and cybersecurity issues, threats, and trends affecting other community banks
  • Break down the newest guidance from the FFIEC, other regulatory agencies, and other industry best practices
  • Discover ways to implement new technologies, guidance,and best practices in your environment
  • Ask and find answers to questions about your most pressing IT and cybersecurity challenges
  • Take away real-world solutions to use in your own Institutions
  • Compare your own IT plans, performance, and goals with those of your peers
  • Stay on top of the latest compliance issues and examiner expectations, and learn how your peers will approach them
  • Hear from regulators and fellow forum members who covers new guidance, strategic initiatives and cybersecurity implementation

Forum Schedule & Registration

The OBL IT Forum includes three sessions that run from 9AM to 3PM at Quest Conference Center (9200 Worthington Road).  Click on each individual sessions for which you would like to register:

How the Forum Works

  • Participants are contacted in advance for input into the next program agenda to ensure the topics are relevant and at the top of bankers' minds
  • Multiple topics will be discussed at each session and participants are also encouraged to suggest their own agenda topics of interest
  • Questions are collected in advance for Open Forum Discussions to ensure pressing concerns and questions are addressed
  • Attendees attend general sessions, as well as select two breakout sessions during the day. Technical Track and Managerial Track
  • Questions and best practices are also shared live during each session
  • Electronic materials are available following each session

Who Should Attend

Individuals tasked with governing, managing, overseeing and implementing technology at financial institutions, including:

  • CISOs
  • ISOs
  • IT/network managers
  • Network administrators
  • IT specialists
  • Senior management and directors are also invited to attend to better understand the opportunities and challenges that cybersecurity presents in institutions of all sizes
  • Other individuals tasked with managing or overseeing IT or cybersecurity within your bank

Possible Forum Discussion Topics

  • The Latest Cybersecurity Threats, Technologies, Frameworks and Risk-Mitigating Controls
  • New technology risks, such as artificial intelligence, cryptography and quantum computing
  • Advanced testing methods (red teaming, blue team exercises, purple teaming)
  • New Technology-related Banking Products and Services
  • The Latest Regulatory Guidance Affecting Financial Institutions
  • How to Build and Manage a valuable, comprehensive, repeatable Information Security Program
  • How to Quantify and Measure Cybersecurity and Technology Risk
  • Incident Response and Business Continuity/Disaster Recovery Planning
  • Technical Security Standards and Documentation Starting Points
  • Technology Risk Monitoring Techniques
  • How to Effectively Train Your People and Build a Culture of Cybersecurity
  • Improving Cyber Breach Detection and Network Visibility
  • Access and Identity Management
  • Network Architecture Design and Implementation Practices
  • Tools, Utilities, and Resources for Increasing Technical Staff Productivity

Forum Instructors

Headshot of Jon Waldman

Jon Waldman is a co-founder and execute vice president of Information Security Consulting for SBS CyberSecurity, as well as SBS' Chief People Officer and the President of the SBS Institute. Over the past 17 years, Jon has helped hundreds of organizations make more informed business decisions by identifying and understanding cybersecurity risk. Jon maintains his CISA, CRISC, and CDPSE certifications and holds a BS in CIS and a MS in Information Assurance from Dakota State University, a Center of Academic Excellence in Information Assurance Education designated by the NSA. He is also a blog author, an instructor for SBS Institute courses, and frequently speaks on cybersecurity topics at events and webinars across the country.

Headshot of Dan Hadaway

Dan Hadaway, CISA, CISM, CRISC is founder of Infotex. Prior to founding Infotex in 2000 to serve community banks, Dan's first experience in IT governance came in 1986, when he wrote his first Acceptable Use Policy, and conducted his first Information Technology risk assessment in 1989. Dan facilitates and speaks regularly at events, conferences, workshops and seminars, including the OBL Security & Technology Conference and the OBL IT Forum. Published in Bank Notes, the Ohio Record, Hoosier Banker Magazine, and the ABA's Compliance Magazine, Dan also helped to write the original CRISC manual for ISACA. He blogs at blog.infotex.com, or look for his movies on movies.infotex.com.

Additional OBL Forums

The OBL holds additional forums for targeted peer learning and networking. Click on the forums links below for additional

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.


Contact Susan Poling at 614-340-7611.

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The Ohio Bankers League is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. This program and attendees qualify for Continuing Professional Education credit in the area of Specialized Knowledge.