2022 OBL CEO Symposium
Navigating the Waves of Change
Who Should Attend?
This program is designed for chief executives, chief operating officers and other senior level decision makers, including directors and board chair; and is a great opportunity to cultivate the next generation of leaders in your institution. Whether you are a publicly traded company or privately held, this program will help you stay on-trend with the latest management and leadership techniques.
May 03, 2022 - May 04, 2022
11:00 AM - 2:00 PM
Friday, April 29, 2022
Program Questions: Contact Julie Kiplinger at 614-340-7612
The OBL is committed to our member service providers. To emphasize our dedication to those relationships and to create tangible value, we are pleased to note that only OBL Affiliates and Endorsed Business Partners are permitted to participate as attendees, sponsors, and/or exhibitors in OBL sponsored events and education programs.
Sponsorship | Exhibiting Opportunities: Please contact OBL BankServices Products & Services Coordinator, Paige Houlihan at 614-340-7613 or phoulihan@ohiobankersleague.com.
Membership Opportunities - Please contact OBL BankServices Products & Services Manager, Brenda Arnold at 614-340-7620 or barnold@ohiobankersleague.com
Location Hilton Columbus at Easton
Registration Fees
Price Description | Amount |
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Agenda
Tuesday, May 03 | ||
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11:00 am - 11:30 am | ||
Registration and Networking |
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11:30 am | ||
Welcome and Opening Remarks |
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12:00 pm - 1:00 pm | ||
Perform Like A Champion Attitude, mental toughness, and the ability to change and adapt quickly are just a few characteristics that all champions possess. As a member of the Nebraska 1994 National Championship football team, Aaron has a keen understanding of what it takes to achieve incredible results while navigating the waves of change. with Aaron Davis Attitude Expert | Author-High Energy | Keynote Speaker |
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1:00 pm - 1:15 pm | ||
Break |
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1:15 pm - 2:15 pm | ||
Balance Sheet Management in a Challenging Environment This session will bring clarity on what is ahead and offer some guidance for your bank going forward. Attendee’s will receive a custom peer analysis chart pack that relates their bank’s performance. Session Learning Objectives:
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2:15 pm - 2:30 pm | ||
Break |
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2:30 pm - 3:15 pm | ||
ESG Trends and best practices for Community Banks This session will outline the latest trends and best practices in ESG as applied to community banks, what is on the horizon with regard to ESG from regulators, and explain why these considerations should be taken into account as part of your institutions strategic plan. Session Learning Objectives:
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3:15 pm - 3:30 pm | ||
Break |
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3:30 pm - 4:30 pm | ||
Who's in Your Wallet? In this session, we will review the opt cybersecurity threats facing financial institutions and review case studies to pull out essential lessons learned. This information will provide you with a foundation for making informed decisions in providing oversight and direction for your institution. Session Learning Objectives:
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5:00 pm - 6:00 pm | ||
Networking Reception Sponsored by
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8:00 pm - 10:30 pm | ||
Nightcap Reception Sponsored by
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Wednesday, May 04 | ||
7:30 am - 8:30 am | ||
Continental Breakfast Sponsored by
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Breakfast of Champions INVITATION ONLY - Sponsored by OBL BankServices |
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8:40 am - 9:45 am | ||
Breakout Sessions: Executive ROUNDTABLE Discussions Participants will be divided by asset size, with conversations moderated by OBL staff and/or members of the OBL Board of Directors |
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9:45 am - 10:00 am | ||
Break |
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10:00 am - 10:45 am | ||
Joe & Debbie - Turn the Great Resignation Into The Great Retention The pandemic forced many to rethink their goals and careers. As Bank Leaders, it’s critical you create a coaching culture that will inspire your staff and new recruits to achieve their ambitions at your institution. Mentoring is a powerful process but one that is frequently misunderstood. Leadership coaches Joe and Debbie will dispel the myths and help you get clarity on the mentoring methods you can put in place to have your team build strong relationships, grow business in your community, and create value for everyone involved. Session Learning Objectives:
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10:45 am - 11:30 am | ||
Crypto: The Fundamentals, The Risks, and How to Comply With the topic of virtual currently on the rise everywhere you turn, it has become more than just the latest fed. Companies throughout the world are relying on virtual currency for trading, investing, and so much m ore. So what does this mean for financial institutions? This session defines virtual currency, the risk and concerns that impact financial institutions, and how to comply with regulatory expectations. Session Learning Objectives:
Director of Education of Compliance Alliance |
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11:30 am - 12:00 pm | ||
Break & Lunch Get your steps & Fill Your Plate at the Buffet Line |
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12:00 pm - 1:00 pm | ||
Closing Keynote - The Richest Man in Town This talk is based on the relationship between an elderly man who ran a cash register at a big box store and a college administrator - an unlikely pair. Marty, the subject of the talk, had the longest line of people at his checkout station. It wasn't because he was slow; rather, it was how he treated each person who went through his line. He became the talk of the town. The college guy was so moved by all of this and was inspired to write the CEO of the company bragging-up someone he really didn't know. That letter changed both their lives. In time, Marty shared his simple philosophies to show what happens when you are kind and compassionate. All you give, you get back and more. with V.J. Smith - Professional Speaker & Published Author |
Speakers
Name | Speaking At |
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James Barresi
<p><span style="font-family:Arial; font-size:10Pt;">James Barresi leads Squire Patton Boggs’ Global Financial Services Practice. He advises commercial and investment banks, specialty finance and financial technology companies, and institutional investors in the financial sector on strategic matters (e.g., mergers and acquisitions, capital planning and transactions, complex investments and related regulatory and governance issues).</span></p>
<p style="font-size:10Pt;"><span style="font-family: 'Arial'">Jim has successfully advised clients on scores of mergers, acquisitions and dispositions and in capital transactions with an aggregate value of more than $200 billion.</span></p>
<p style="font-size:10Pt;"><span style="font-family: 'Arial'">Previously, Jim served as Senior Vice President and Deputy General Counsel of one of the largest and most acquisitive bank holding companies in the US, where he was responsible for legal support for M&A and capital planning and transactions, among other things, and served on the board of several subsidiaries.</span></p>
<p style="font-size:10Pt;"><span style="font-family: 'Arial'">Jim has been listed in The Best Lawyers in America each year since 2007, is an Acritas Star in the global ratings published by Acritas, an independent legal research and consulting firm, and has been named by corporate counsel as a 2022 BTI Client Service All-Star.</span></p>
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ESG Trends and best practices for Community Banks |
Taylor Currie
<p><span style="background-color:rgb(255,255,255);color:rgb(0,0,0);font-size:11px;"><span class="TextRun SCXW64598776 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-text-stroke-width:0px;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-style:normal;font-variant-caps:normal;font-variant-ligatures:none !important;font-weight:400;letter-spacing:normal;line-height:24px;margin:0px;orphans:2;padding:0px;text-align:left;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;user-select:text;white-space:pre-wrap;widows:2;word-spacing:0px;" data-contrast="auto" xml:lang="EN-US" lang="EN-US">Taylor Currie is a Managing Partner and serves on the Board of Directors for The Baker Group. He began his career with the company in 2010 as a fixed income strategist and client manager. Taylor works primarily with community banks in the areas of investments and asset/liability management. He assists clients in a broad range of services including education, portfolio management evaluation, interest rate risk, strategic planning and regulatory issues. Prior to joining The Baker Group, Taylor was a Vice President at two community banks in Oklahoma City for 10 years. Through his extensive knowledge of community banks,</span></span><span style="background-color:rgb(255,255,255);color:windowtext;font-size:11px;"><span class="TextRun SCXW64598776 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-text-stroke-width:0px;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-style:normal;font-variant-caps:normal;font-variant-ligatures:none !important;font-weight:400;letter-spacing:normal;line-height:24px;margin:0px;orphans:2;padding:0px;text-align:left;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;user-select:text;white-space:pre-wrap;widows:2;word-spacing:0px;" data-contrast="auto" xml:lang="EN-US" lang="EN-US"> Taylor provides sound advice helping to meet their unique requirements. He is a graduate of the ABA Stonier Graduate School of Banking. Taylor has a </span><span class="TextRun SCXW64598776 BCX0 NormalTextRun ContextualSpellingAndGrammarErrorV2Themed" style="-webkit-tap-highlight-color:transparent;-webkit-text-stroke-width:0px;-webkit-user-drag:none;background-image:var(--urlContextualSpellingAndGrammarErrorV2,url("data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI1IiBoZWlnaHQ9IjMiPjxnIGZpbGw9Im5vbmUiIGZpbGwtcnVsZT0iZXZlbm9kZCIgc3Ryb2tlPSIjMzVGIiBzdHJva2UtbGluZWNhcD0icm91bmQiPjxwYXRoIGQ9Ik0wIC41aDVNMCAyLjVoNSIvPjwvZz48L3N2Zz4="));background-position:0px 100%;background-repeat:repeat-x;border-bottom:1px solid transparent;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-style:normal;font-variant-caps:normal;font-variant-ligatures:none !important;font-weight:400;letter-spacing:normal;line-height:24px;margin:0px;orphans:2;padding:0px;text-align:left;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;user-select:text;white-space:pre-wrap;widows:2;word-spacing:0px;" data-contrast="auto" xml:lang="EN-US" lang="EN-US">Bachelor's of Arts</span><span class="TextRun SCXW64598776 BCX0 NormalTextRun" style="-webkit-tap-highlight-color:transparent;-webkit-text-stroke-width:0px;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-style:normal;font-variant-caps:normal;font-variant-ligatures:none !important;font-weight:400;letter-spacing:normal;line-height:24px;margin:0px;orphans:2;padding:0px;text-align:left;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;user-select:text;white-space:pre-wrap;widows:2;word-spacing:0px;" data-contrast="auto" xml:lang="EN-US" lang="EN-US"> in Economics from The University of Oklahoma. He is registered as a general securities representative and general securities principal with the Financial Industry Regulatory Authority (FINRA). </span><span class="EOP SCXW64598776 BCX0" style="-webkit-tap-highlight-color:transparent;-webkit-text-stroke-width:0px;-webkit-user-drag:none;font-family:Arial, Arial_EmbeddedFont, Arial_MSFontService, sans-serif;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;line-height:24px;margin:0px;orphans:2;padding:0px;text-align:left;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;user-select:text;white-space:pre-wrap;widows:2;word-spacing:0px;" data-ccp-props="{"201341983":0,"335559740":360}"> </span></span></p>
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Balance Sheet Management in a Challenging Environment |
Julia Gutierrez
<p style="text-align:justify;background:white"><span style="color:#333E47"><span style="font-family:Arial; font-size:10Pt;">Julia
A. Gutierrez serves as the Compliance Alliance Director of Education;
developing curriculum and presentations, as well as presenting at various
schools and seminars; both live and in a livestream/hybrid format. Julia brings
over 20 years of financial industry experience to the Compliance Alliance team. She
began her career in banking in 2000 while receiving her Bachelor of Business
Administration degree in Finance from the University of Alabama. Her compliance
knowledge and understanding derive from her combined experience in community
banks and consulting. Ms. Gutierrez served as a Risk Management and BSA
Officer, assisted in the development of an enterprise-wide risk
management and compliance program for a de novo institution, assisted in
the compliance remediation efforts for an institution who was referred to the
DOJ, held positions in retail and branch management, and was a Senior
Compliance Advisor for a large regulatory compliance consulting firm. </span><o:p></o:p></span></p>
<p style="text-align:justify;background:white"><span style="color:#333E47"><span style="font-family:Arial; font-size:10Pt;">In
addition, Julia also joins the Hotline from time-to-time where her
experience is invaluable as a resource. She also is one of our featured authors
for both the monthly B/A Access magazine and for articles published by state
banker associations across the nation.</span><o:p></o:p></span></p>
<p> </p>
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Crypto: The Fundamentals, The Risks, and How to Comply |
Ryan Hayhurst
<p class="MsoNormal"><span style="font-size:10.0pt;line-height:107%;
font-family:"Arial",sans-serif">Ryan W. Hayhurst is President of The Baker Group and Manager of the Financial Strategies Group. Ryan joined the firm in 1991 and now oversees the design and implementation of investment and asset/liability strategies for financial institutions. He is also integrally involved in the continued development of the firm’s proprietary software designed to assist clients in the management of their investment portfolios and their overall interest rate risk profiles. Ryan regularly develops and presents educational seminars nationwide, with a focus on investment and interest rate risk management. He is a frequent speaker at financial institution conventions and investment conferences and has served as a faculty member of several national and regional banking schools. Hayhurst holds a Bachelor of Business Administration degree from the University of Oklahoma.</span></p>
<p> </p>
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Balance Sheet Management in a Challenging Environment |
Buzz Hillestad
<p><span style="font-family:Arial; font-size:10Pt;">Buzz Hillestad is a Senior Vice President, Information Security Consulting and leads the DFIR team at SBS CyberSecurity, where he works to help organizations identify and understand cybersecurity risks to allow them to make better and more informed business decisions. Buzz is passionate about Digital Forensics and Incident Response. He was a driving force in the creation of the SBS DFIR team.</span></p>
<p style="font-size:10Pt;"><span style="font-family: 'Arial'">Buzz received a Bachelor of Computer Information Systems for Business and has performed Master-level work in Information Security at the SANS Institute - an internationally recognized best source for cybersecurity education. He has been involved with information security practice in Healthcare, Banking, Government, and a variety of other industry verticals for over 15 years.</span></p>
<p style="font-size:10Pt;"><span style="font-family: 'Arial'">Buzz is dedicated to sharing his cybersecurity, digital forensics, and incident response knowledge. He is an instructor for the SBS Institute certification program, hosts webinars, conducts trainings, and speaks nationally on cybersecurity topics. Additionally, Buzz is a blog author for SBS and has had numerous security articles published in magazines such as 45 Magazine, MED Midwest Medical, and a variety of banking association publications.</span></p>
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Who's in Your Wallet? |
Joe Micallef
<div><span style="font-size:10.00pt;"><span style="color:black;font-family:'Arial';font-size:10.00pt;">Joe is an Award Winning Banker and Sales Expert with over 28 years of banking and sales leadership experience in Australia, Canada and the USA. This valuable global experience has ideally positioned Joe to share insights on universal best practices for growing your Bank and your career</span>.</span></div>
<div><span style="color:black;font-family:'Arial';font-size:10.00pt;"></span></div>
<div> </div>
<div><span style="font-size:10.00pt;">He has been recognized throughout his career for his strategic, collaborative and charismatic approach to achieving exceptional results. In 2014 Insurance Business magazine named him one of Canada's Hottest Insurance Professionals and in 2016 he won the Chicago Daily Herald Business Ledger's award for Outstanding Services to Entrepreneurs. </span></div>
<div><span style="font-size:10.00pt;"><span style="color:black;font-family:'Arial';font-size:10.00pt;"></span></span></div>
<div><span style="font-size:10.00pt;"> </span></div>
<div><span style="font-size:10.00pt;">Joe loves inspiring bankers to achieve extraordinary careers and has enthusiastically facilitated over 100 bank conferences across the globe. He is intensely passionate about creating a better quality of life for bankers &. and his four daughters.</span></div>
<div><span style="color:black;font-family:'Arial';font-size:12.00pt;"> </span></div>
<div><span style="font-family:'Arial';font-size:10.00pt;"></span> </div>
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Joe & Debbie - Turn the Great Resignation Into The Great Retention |
Debbie Peterson
<p><span style="font-family:Arial, Helvetica, sans-serif;font-size:12px;">Debbie Peterson, Leadership Strategist & Consultant, Getting to Clarity, LLC. Debbie Peterson, CSP, is a keynote speaker and consultant who helps her clients harness the power of their minds to achieve their next level of career and leadership. Debbie has more than 25 years of corporate experience in investor relations, business administration, and project management. She travels the country, helping individuals unlock the power of authentic leadership to gain unshakable clarity on their professional potential and how they can achieve it. She is also an author with her book, <i>Clarity: How Smart Professionals Create Career Success on Their Terms</i>.</span></p><p> </p>
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Joe & Debbie - Turn the Great Resignation Into The Great Retention |
Aaron Seamon
<p style="font-size:10Pt;"><span style="font-family: 'Arial'">Aaron brings extensive corporate governance and capital formation expertise to clients in the financial services industry. He routinely advises financial institutions on corporate governance matters, counseling boards and senior executives on ESG related best practices, as well as providing board training on current trends and developments regarding legal and regulatory matters. </span></p>
<p style="font-size:10Pt;"><span style="font-family: 'Arial'">Aaron has represented issuers and underwriters in numerous public offerings and private placements of equity, debt and hybrid securities, with an aggregate transaction value of hundreds of billions of dollars. He also routinely advises community, regional and super-regional banks on SEC reporting, capital planning and in establishing medium term note, bank note and commercial paper programs, as well as advising underwriters on financial product development. </span></p>
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ESG Trends and best practices for Community Banks |
VJ Smith
<p class="MsoNormal"><span style="font-family:Arial; font-size:10Pt;">V.J. Smith is a professional speaker and published
author.</span><span style="mso-spacerun:yes; font-size:10Pt;"><span style="font-family: 'Arial'"> </span></span><span style="font-family:Arial; font-size:10Pt;">He graduated from South Dakota
State University in 1978 and spent the decade of the 1980s working for the
Allied Signal Aerospace Company in Kansas City.</span><span style="mso-spacerun:yes; font-size:10Pt;"><span style="font-family: 'Arial'">
</span></span><span style="font-family:Arial; font-size:10Pt;">He returned to his alma mater in 1990, working for six years in the SDSU
Athletic Department.</span><span style="mso-spacerun:yes; font-size:10Pt;"><span style="font-family: 'Arial'"> </span></span><span style="font-family:Arial; font-size:10Pt;">He was appointed
Executive Director of the SDSU Alumni Association in 1996.</span><span style="mso-spacerun:yes; font-size:10Pt;"><span style="font-family: 'Arial'"> </span></span><span style="font-family:Arial; font-size:10Pt;">In January 2007, he left that position to
pursue a career in professional speaking.</span><span style="mso-spacerun:yes; font-size:10Pt;"><span style="font-family: 'Arial'">
</span></span><span style="font-family:Arial; font-size:10Pt;">Smith travels the country and makes over 100 speaking appearances a
year.</span><o:p></o:p></p>
<p class="MsoNormal" style="font-size:10Pt;"><o:p><span style="font-family: 'Arial'"> </span></o:p></p>
<p class="MsoNormal" style="font-size:10Pt;"><span style="font-family: 'Arial'">In March 2014, Meeting and Conventions Magazine named V.J.
as one of the favorite speakers of meeting planners throughout America.</span><span style="mso-spacerun:yes"><span style="font-family: 'Arial'"> </span></span><o:p></o:p></p>
<p class="MsoNormal" style="font-size:10Pt;"><o:p><span style="font-family: 'Arial'"> </span></o:p></p>
<p class="MsoNormal" style="font-size:10Pt;"><span style="font-family: 'Arial'">He is the author of the best-selling book, “</span><b style="mso-bidi-font-weight:normal"><i style="mso-bidi-font-style:normal"><span style="font-family: 'Arial'">The
Richest Man Town</span></i></b><span style="font-family: 'Arial'">.”</span><span style="mso-spacerun:yes"><span style="font-family: 'Arial'"> </span></span><span style="font-family: 'Arial'">The book
details Smith’s relationship with a little old man who ran a cash register at a
local Walmart.</span><span style="mso-spacerun:yes"><span style="font-family: 'Arial'"> </span></span><span style="font-family: 'Arial'">“That guy changed my
life,” Smith says.</span><o:p></o:p></p>
<p class="MsoNormal" style="font-size:10Pt;"><o:p><span style="font-family: 'Arial'"> </span></o:p></p>
<p class="MsoNormal"><span style="font-family:Arial; font-size:10Pt;">Smith is a two time finalist in Toastmasters'
International's “World's Championship of Public Speaking.”</span><span style="mso-spacerun:yes; font-size:10Pt;"><span style="font-family: 'Arial'"> </span></span><span style="font-family:Arial; font-size:10Pt;">He is also the author of, </span><b style="mso-bidi-font-weight:normal; font-size:10Pt;"><i style="mso-bidi-font-style:normal"><span style="font-family: 'Arial'">”Can
You Hear What I See?”</span></i></b><span style="font-family:Arial; font-size:10Pt;"> and “</span><b style="mso-bidi-font-weight:normal; font-size:10Pt;"><i style="mso-bidi-font-style:normal"><span style="font-family: 'Arial'">Jackrabbit Tales.”</span></i></b> <o:p></o:p></p>
<p> </p>
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Closing Keynote - The Richest Man in Town |
Sponsors
One of the most fundamentally sound ideas in business is the concept of cooperation, even among competitors. OBL BankServices is quite simply the Ohio banking industry's buying cooperative for financial products and services. Directed by a board of Ohio bank executives, this subsidiary leverages the collective purchasing power of member institutions to increase quality and reduce costs. Members can take advantage of any or all of the programs and vendors listed in this special section of the Web site to enhance their bottom line.
As well as the dedicated professionals employed by OBL BankServices business partners listed in our Products & Services Resource, the OBL has a dedicated team of pros on staff to help answer your questions and make your buying experience the best in the business. Industry veterans like Michelle Crume and Brenda Arnold are just a phone call away.
OBL BankServices
Banc Consulting Partners (BCP) specializes in the design and ongoing risk management of bank-owned life insurance (BOLI) and non-qualified executive and director benefit plans.
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Banc Consulting Partners
PWCampbell is a full-service provider of design-build services, branded environments, technology solutions, and consulting to the financial industry. Our Complete Facility SolutionSM reflects our dedication to delivering all-encompassing services needed to create a dynamic retail environment—from data-driven facilities planning to quality-assured project completion—managed all under one roof. With over 114 years of experience and as a certified Women's Business Enterprise by the WBENC, we pride ourselves on being an industry leader with a team that consistently delivers expertise, passion, and creativity to address our clients’ current needs and future ambitions.
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PWCampbell
Arctic Wolf® is the market leader in security operations. Using the cloud-native Arctic Wolf® Platform, we provide security operations as a concierge service. Highly-trained Concierge Security® experts work as an extension of your team to provide 24x7 monitoring, detection and response, as well as ongoing risk management to proactively protect systems and data while continually strengthening your security posture. For more information about Arctic Wolf, visit https://arcticwolf.com.
Arctic Wolf Networks, Inc.
BHG Financial is transforming the financial industry; leveraging the power of data, analytics, and the creator of the largest community bank network in the country. Since 2001, BHG has originated more than $9 billion in loan solutions to top-quality borrowers, which community and midsize banks can purchase via The BHG Loan Hub.
BHG Financial
Tucker Ellis LLP
Bankers’ Bank does not serve the general public; therefore, we do not compete with our clients. We strive to remain the leading provider of banking services for community-minded institutions of all sizes by offering the products and personal assistance that keep your bank competitive.
Bankers’ Bank is always a partner, never a competitor with the over 800 Midwestern financial institutions our staff serves each day. Based in Madison, WI since 1981, we serve our customers through additional offices in the Chicago, Des Moines and Indianapolis areas. Your Bankers’ Bank correspondent and commercial banking representatives reside in and work out of various locations in Illinois, Indiana, Iowa, and Wisconsin. In-person service visits are the norm, not the exception.
Bankers’ Bank provides services only to financial institutions and is owned by its customer banks. Our ownership is independent of control by any group or other affiliation. Ownership interests are available to our customers but are not a requirement.
Our large product mix of over 70 services strictly supports financial institutions, providing you with effective and diverse tools to best serve your customers. Call us today, or go to BankersBank.com to learn more.
Bankers' Bank
Performance Trust Capital Partners, LLC provides fixed-income portfolio and investment banking services to community banks. We teach clients our analytical approach through Performance Trust University®, a premier fixed-income portfolio education program designed to help clients acquire the tools to ask the right questions and make beneficial decisions for their institutions. We also provide a range of investment banking services relating to, among other things, M&A transactions, strategic options, capital alternatives, fairness opinions, valuations and strategic business plans.
Members may also contact:
Paul Drake, Director | Balance Sheet Strategies
Direct: (312) 521-1125 | Email: pdrake@performancetrust.com
Performance Trust Capital Partners, LLC
COCC is a client-owned core processing company that has been serving community banks since 1967. We provide next generation information technology services and core processing solutions to community banks. Whether you need solutions that are customized or out-of-the-box, we’ll collaborate closely with your team to make sure you are always ahead of the curve.
COCC, Inc.
Vorys, a full-service business law firm with approximately 380 lawyers in seven offices, knows the financial services industry and understands its challenges. We represent more than 150 financial institutions and we are deeply involved in virtually all aspects of legal and regulatory matters, particularly in Ohio. Our clients range from small community banks and thrifts to large multi-national financial services organizations. Our financial institution team is comprised of more than 100 industry practitioners with hands-on experience in virtually all aspects of industry issues. Our ranks include several partners who have decades of experience as general counsel and executive officers of several large bank holding companies. Importantly, we take a unique and effective interdisciplinary team approach to industry issues based on extensive hands-on industry experience and decades of industry work. That work and experience enables Vorys to provide a unique combination of services to the industry and to partner with our clients to provide support in a practical and cost-effective manner.
Vorys has long enjoyed a reputation for representing significant clients in complex and challenging legal matters. We have been involved in virtually every kind of litigation across a wide variety of industries. We have represented clients in matters before the U.S. Supreme Court, all 13 U.S. Courts of Appeals, in federal and state courts nationwide, and before a broad range of arbitration panels and administrative agencies. We also have exceptional transactional practices that focus on mergers and acquisitions, corporate governance, securities law, corporate and public finance, federal and state tax, technology and intellectual property, government relations, real estate, environmental and energy law, insurance, bankruptcy and reorganization, international transactions, employment, labor and executive compensation, and health care.
Vorys, Sater, Seymour and Pease LLP
PRI is a process and profit improvement firm that has been assisting community banks with profit and efficiency improvements since 1990. We work with OBL members to boost non-interest income and reduce non-interest expense, evaluate data processing systems (core, EFT, LOS, etc.) and negotiate contract terms, provide merger integration assistance and much more. We utilize a collaborative, hands-on approach that results in real quantifiable change and bottom line improvements.
LEAD SERIES - Learn | Educate | Analyze | Discuss OBL BankServices is proud to offer partner webinars to showcase the expertise and solutions of OBL Endorsed Business Partners and gain visibility with bankers.
Profit Resources, Inc.
SBS CyberSecurity helps business leaders identify and understand cybersecurity risks to make more informed and proactive business decisions. Since 2004, SBS has been dedicated to assisting organizations with the implementation of valuable risk management programs and mitigating cybersecurity risks. SBS provides turnkey offerings tailored to each client’s needs, including risk management solutions, network security, consulting, auditing, and education.
SBS CyberSecurity
Ohio Capital Corporation for Housing
Sanford Rose Associates® – Rhonemus Group is one of the Midwest's leading executive search consulting firms. Founded by a 30 year veteran of the financial services and recruitment industries, we deliver talent management, career management, and succession planning services to our clients and candidates. Sanford Rose Associates® (SRA) is a network of independently-owned executive search firms assisting clients to fill their mission-critical positions. We are committed to "finding people who make a difference®" within organizations by finding individuals who perform, exceed expectations, and assist the organization achieve its strategic goals.
Rhonemus Group
ATM Solutions is a provider of end-to-end ATM services. The company's suite of services for ATM deployers includes armored cash replenishment, ATM maintenance, ATM sales, and deposit pick-up services. ATM Solutions has focused solely on ATM services and products from its inception in 1994.
ATM Solutions, Inc.
As the leading provider of lending intelligence, financial and lending professionals turn to Financial Suite for our enhanced tools, commitment to data accuracy and intuitive search features. The access to market share insights using our robust reporting features with custom comparable tools, prospecting features including identifying ARMs, as well as loan maturity dates, sets you apart from the competition by delivering all the information you need to find and grow business. We back up our data and tools with reliable customer service. You’ll speak with real humans when you need help!
CRS Data
The Federal Home Loan Bank of Cincinnati is part of the Federal Home Loan Bank System, a national network of 11 Federal Home Loan Banks and more than 6,500 member financial institutions.
Services include Short and Long-Term Advances, Mortgage Purchase Program, Housing Program, and Correspondent Services.
Federal Home Loan Bank of Cincinnati
K4 Architecture + Design
Bank specialists providing audit, tax planning, internal audit, loan review, regulatory compliance and systems analysis, Sarbanes-Oxley and GLBA compliance, IT audit, network security assessments, penetration testing, business continuity planning, merger and acquisition assistance, and employee benefit consulting
OBL Members may also contact Scott Phillips, Partner
Office: (216) 274-6554
Email: scott.phillips@plantemoran.com
Plante Moran
For over 40 years, United Bankers' Bank's reputation as a correspondent banking leader has been built on the trust, respect and confidence it has developed with its community bank customers.
From providing innovative products, services and technologies, to understanding the challenges community banks face on a daily basis, UBB continually provides its customers with valuable solutions to remain competitive and strengthen the relationships they have built within their communities.
UBB lives its First for Your Success credo by always putting the success of its community bank partners first and by never, ever competing with its customers.
United Bankers' Bank
Hotel Information
An OBL room block has been reserved at the Hilton Easton Columbus for $213 per night. Click here to reserve a room online; or contact 614-414-5000. The room rate is guaranteed through April 22 or while space remains.
Continuing Education
Event Brochures
File | Description |
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CEO Symposium 2022.pdf | Brochure |