This Month's LEAD Series!
The Ohio Bankers League and OBL BankServices work with valued business partners and affiliate members to provide resources to Ohio bankers across all areas of the institution. Take advantage of these new complimentary LEAD webinar offerings - check out the OnDemand offerings below - and be ready to LEAD, EDUCATE, ANALYZE and DISCUSS! Questions may be directed to Brenda Arnold at 614-340-7620.
PWCampbell: Award Winning Technology Solutions – April 21, 10 a.m.
Hosted by Jim Caliendo, President & CEO
There has never been a better time to bring the virtual experience into your branch network. The recent pandemic has accelerated the adoption of many technologies and not only are your customers craving it but now they expect it. Taking the Clicks and Bricks strategy to new heights, PWCampbell’s award-winning technology solutions team seamlessly blends hi-tech with hi-touch through a variety of solutions designed specifically to enhance your branch customer experience and to increase performance and profitability. From digital signage to iPad integration, virtual tellers and more, you’ll learn about our affordable, custom, fully branded solutions designed to drive customer interaction and boost engagement while seeing first-hand successful executions by industry leaders.
Target Audience - C-Suite, Marketing, Operations, IT, Branch management
Behind the Data: Improving Your Lending Process with Abrigo – April 21, 2 p.m.
Hosted by Amy Cox, Sales Engineer and Thomas Curley, Marketing
Abrigo recently polled hundreds of financial institutions to understand their relative strengths and weaknesses when it comes to lending. The survey covered processes across the bank including application, underwriting, pricing, tracking ticklers, and more. Join this session to walk through the results and hear how Abrigo software can help if your institution has similar challenges in your lending process.
Target Audience – COO, CLO, Chief Credit Officer, VP of Credit, VP of Lending
Profit Resources, Inc.: Mapping a Unique Digital Transformation for a Community Bank – April 22, 10 a.m.
Hosted by Tom McGill, Relationship Manager
Community banks get caught up in making technology decisions based upon what they think their customers want and the need to play catch-up with competitors. A forward-thinking bank truly understands the benefits of the solutions they can offer and comprehends the generational demands of their customer base. This session will walk through how to create an overarching digital transformation strategy that considers customer wants, business unit needs, Fintech opportunities, and how these all play into advancing the bank’s overall strategic plan.
Delivered in partnership with FMS.
Target Audience - CEO, President, COO, Chief Retail Officer/head of retail
How Investment Programs Generate Non-Deposit Income and Position the Bank Competitively – Recorded March 24
Hosted by Al Dabiri, SVP, New Business Development, Infinex Financial Group
Clients look to their local institutions to provide services outside of traditional deposit accounts. This webinar gives an overview of how investment programs are essential ways to retain and attract more clients to your institution. Infinex can provide a streamlined process to entering the financial services program.
Target Audience: CEOs, CFOs and retail heads.
Transform Customer Experience and Increase Mortgage Origination Capacity Content – Recorded March 24
Hosted by Sue Shaffer, Regional Vice President, Sales and Rolanda Legg, Senior Director, Client Services, Promontory MortgagePath
With mortgage rates hovering near historic lows, community banks have an opportunity to strengthen relationships with new and current customers in the residential-lending space. And, with COVID-19 magnifying the challenges to in-person interactions, digital mortgage services have become even more critical to success. Join this session to learn how solutions from OBL’s endorsed partner, Promontory MortgagePath LLC, can help community banks seamlessly – and profitably – manage loan volume fluctuations while introducing technology, improving overall efficiency and creating scalability in managing your mortgage operations.
Target Audience: CEOs, CFOs and COOs and other bank leadership team members.
Dive into the Premier Talent Management Site for the Banking Industry – Recorded Nov. 18
Hosted by – Brian Hoffman, President, Illinois Bankers Business Services, Inc., BankTalent HQ
BankTalentHQ is designed as a talent management resource for the financial industry and is brought to you by the Ohio Bankers League in partnership with other state banking associations across the country. Join us as we dive headfirst into how BankTalentHQ can solve your recruitment challenges and provide career building resources for bankers at every level. The talent gathers here!
Target Audience – HR Professionals, Talent and Recruiting Professionals, anyone involved in hiring talent in the organization.
Bankers Alliance – Family of Compliance Services – Recorded Nov. 18
Hosted by – Jordan Emmert, Membership Development, Compliance Alliance / Bankers Alliance
This program will introduce each participant to a service that offers Compliance Services covering consumer and safety and soundness concerns. We will show you how we can perform or assist your current compliance department with a dedicated professional appointed for your institution, show you how each bank can consult with an attorney or compliance officer to have questions answered or templates for policies, procedures or even have your documents reviewed. Not only does our company assist with these compliance areas, we also have auditors who can perform an independent audit.
Target Audience: Enterprise Risk professionals, Compliance Officers, CEOs and Board Members
Notary Best Practices and New Law Updates for Ohio Notaries - Recorded Nov. 18
Hosted by – Susi Sivkov, Knowledge Product Specialist, NATIONAL NOTARY ASSOCIATION
In this webinar, we will review the current steps to become a Notary Public in the state of Ohio, including commissioning requirements as a Traditional Notary and also as a Remote Online Notary. We will also review the 5 steps to a proper notarization for Ohio Notaries and how to properly complete notarial certificates. Following these steps provides liability protection for Notaries and their employers and ensures a successful notarization process for signers. This webinar is ideally suited for bank licensing managers who supervise Notary employees, as well as Notary employees themselves.
Target Audience: Licensing managers, training managers, and branch operations managers (& their Notary employees).
What’s New with Mobile Rewards – Recorded Nov. 18
Hosted by – Dave DeFazio, Partner, StrategyCorp
With just 10% of community bank customers and 16% of credit union members earning checking account rewards, it’s time for you to engage your customers with the new benefits they’re demanding. That’s why we’re inviting you to join us for OBL’s LEAD Series called, “What’s New with Mobile Rewards?” • See how mobile rewards can fit into your retail checking product and lineup strategies. • Get a demo of everything the customizable BaZing mobile rewards app can do. • Take a sneak peek into our research lab and see what’s on deck for BaZing. Tune in as Dave DeFazio dives into their latest market research, then goes under the hood to show you why StrategyCorps’ fully customizable BaZing app is the choice of more than two million customers at 300+ financial institutions across the country.
Target Audience: CEO, COO, CFO, Marketing, and Retail
Workers Compensation – 2020 is almost over, what will 2021 bring? – Recorded Oct. 28
Hosted by – Tony Sharrock, Director, Client Services, CompManagement
Please join Tony for an update on Ohio Workers’ Compensation. Hear the latest BWC updates and learn if your bank is taking advantage of the premium savings opportunities it can through the OBL endorsed partnership program with CompManagement.
Target Audience – CFO, HRRegistration Link
Profit Resources Session - Recorded Oct. 28
Hosted by Mike Holt, Partner and Bill Zumvorde, Director/Business Development, Profit Resources, Inc.
Profit Resources, Inc. helps good banks get better by identifying ways to improve revenue and reduce expenses. Profit Resources Inc. (PRI) takes a personalized approach to strengthening financial institution profitability. For 30 years, our team of experts have helped financial institutions improve their bottom line through a unique, hands-on approach that provides quantifiable, guaranteed results. From revenue enhancement to expense reduction, PRI directly impacts profits.
Target Audience – CEO, CFO, COO
The SPRY Solution – Recorded Oct. 28
Hosted by – Trent Dahlstrom, Director of Sales, The SPRY Solution
Join the team at SPRY, OBL’s newest endorsed business partner as they take you through a brief demonstration on how to centralize purchasing of office supplies, promotional and community bank specific items and print. As you head into budget season, this can be a very easy way to uncover an average of 12% cost savings with a complimentary cost analysis for OBL members.
Target Audience: CFO, COO, Controller, Marketing Director
Redefining the Three Rs - Renovate, Remodel, Renew – Recorded Sept. 30
Hosted by – Jim Caliendo, President & COO, PWCampbell
The Three R’s are important in both recycling and education, but now have become equally important in retail banking. With the onslaught of technology, changing customer needs and wants and a desire for downsizing retail space, there has never been a more prudent time to reimagine your retail branch network. But what if a complete overhaul or building new isn’t in the budget? There’s no need to be stuck with carpet from the 1970’s, outdated laminate, unsightly wall coverings or a retail space void of technological enhancements. During this session, you will discover key concepts for successfully “designing on a dime’ to give your branch the modernization it needs in as little as two weeks with minimal impact on your budget. You’ll also gain an understanding of the most efficient way to build out a plan to incorporate the Three R’s for re-inspiring your retail space with minimal impact to your operation. Now is the time to implement change to ensure you can satisfy the wants and needs of today’s consumer and remain relevant to attract generations of tomorrow.
Target Audience – CEO, Operations, Marketing
Connecting with Your Customers – Recorded Sept. 30
Hosted by – Rick Wilson, Executive Vice President, Work24
Learn about obstacles your customers may encounter when trying to connect with their financial institution. Educate yourself on why it is more important than ever to make sure your communications are reaching your customers. Analyze the challenges that banks are facing to ensure customers are being taken care at the level the bank expect. Discuss solutions and opportunities for your bank to reach its customers in a meaningful and effective manner.
Target Audience – Executives, Operations, Marketing
Fake News vs. Facts about National Flood Insurance Program (NFIP) – Recorded August 26
Craig Callahan, VP Business Development, FLOODPLAIN CONSULTANTS, INC.
Floodplain Consultants, Inc. will clear up misconceptions about National Flood Insurance and review common myths, discuss real facts, and give banks the full story about this valuable protection.
Target Audience – CLO, Compliance
How to Prepare, Handle, and Recover from a Cybersecurity Incident – Recorded August 26
Buzz Hillestad, SVP Information Security Consultant & Geritt Guillaume, Account Executive, SBS CYBERSECURITY, LLC
This vital presentation walks bankers through how to prepare for an incident, what to do during and incident, and how to recover from an incident through Digital Forensics.
Target Audience – CEO, COO, CRO, CISO, CFO, ISO, and IT Managers
Unique Solutions for High Quality Employee Retirement Plans - Recorded August 26
Mark Hogan, Cincinnati, Ohio Regional Director, PENTEGRA RETIREMENT SERVICES
OBL’s Endorsed Partner, Pentegra Retirement Services, is a leading provider of employee retirement plans to community banks and businesses nationwide. In Ohio, Pentegra is the provider of choice for OBL employee retirement plans, and more than 25 OBL member banks. They have great references with an abundance of success stories from your peers based on their efforts with 401(k), Defined Benefit and ESOP plans; including banks that offer their own stock in their employee retirement plan. Find out how you can make the complex job of administering a high quality employee retirement plan for your Bank easier by adopting unique solutions that will save you time, reduce work, and minimize potential liability; at an extremely competitive price. Fewer administrative burdens, greater efficiencies, improved outcomes, and peace of mind are even more important in today’s highly regulated, highly litigated and volatile environment.
Target Audience: President/CEO, CFO, COO, HR Directors, and Risk Managers.
Learn About Nationwide Pet Insurance - Recorded July 29
Hosted by – Sarah McLeod, Account Executive
The OBL is excited to partner with Nationwide to offer preferred pricing on Pet Insurance for OBL members. This informative webinar is designed to provide an overview of the insurance followed by a Q & A session.
Audience - CEO, Marketing, HR
Leading the Fight Against Elder Abuse and Earning CRA Credit - Recorded July 29
Hosted by – Ron Brooks, VP- Midwest Region - CRA Partners
This presentation from an OBL Endorsed Business Partner shares in detail how your bank can lead the fight against elder abuse in your community and earn lending, investment and service test credit on your next CRA exam - all through our unique, turnkey program.
Audience – CEO, C-suite, CRA / Compliance Officers
Connecting the Dots for Loan Protection Programs - Recorded July 29
Hosted by –Greg Janssen, Regional Sales Director - The Plateau Group
Have you thought about how you can help your customer…without having it cost you? In recent days, banks, out of concern for their customers’ financial well-being, are providing deferrals, modifications and even forbearance and write downs. All of these loan customer-centric events end up costing you resources and income. Have you ever wondered if there was something available that could help out a customer during dire straits and driving non-interest fee income at the same time? Well, the answer has been there all along and your OBL endorsed partner would like to tell you about it.
Audience – Retail Leadership – CLO, COO, CEO
Promontory Interfinancial Network: Opportunities for Your Bank; Safety for Your Customers - Recorded June 24
Erich Buckenmaier, Regional Director
Discover how your bank can capitalize on customer flight to safety, as well as proactively manage liquidity with off-and-on balance sheet funding options. Designed for CEOs, the C-suite and treasury management staff
Jump Start Your Mortgage Business - Recorded June 2020
Promontory Mortgage Path
Discover how you can jump start your mortgage business with digital delivery, agile staffing and improved efficiency.
Plus, check back for a listing of available recorded programs by topic area. Please direct questions to OBL BankServices Products & Services Manager Brenda Arnold at 614-340-7620.