2023 OBL CEO Symposium OBL

2023 OBL CEO Symposium

Join us for the 20th Year!

The 2023 OBL CEO Symposium will continue to assist executives and their c-suite stay up-to-date on valuable and timely topics, while offering a premier networking opportunity with leaders from across the Ohio banking industry. The program will also feature CEO Roundtable Discussions, providing another opportunity to establish and build relationships. Watch for complete agenda details coming soon!

Location Hilton Columbus at Easton

Tags Leadership & Management; Directors; President; Regional, Area, or Market President; Chief Executive Officer

Registration Fees

Price Description	Amount

Agenda

Tuesday, May 16 - Tuesday, May 16
11:00 am - 11:30 am
	Registration & Networking
11:30 am - 12:00 pm
	Welcome & Lunch
12:00 pm - 1:00 pm
	Opening Keynote: Great Leaders are Never Self Made with Kent Julian Leaders everywhere have heard Coach Vince Lombardi’s well-known quote, "Leaders are made, they are not born." But are they as familiar with the thought that great leaders are never self-made? Kent Julian maintains that the best leaders are shaped by circumstances and environments - and even more - are shaped by other leaders who influence them. They are, in his words, never self-made.
1:00 pm - 1:15 pm
	Break
1:15 pm - 2:15 pm
	Fintech Transformers: The Rise of Primacy with Dave DeFazio In the ever-transforming battle for customers/members, fintechs seek to be the new rulers of the banking universe. And the tides have turned. From 2019 to 2022, digital banks have the largest growth rates of primary relationships. Now, for the first time ever, more consumers in the Gen Y and Gen Z age groups name a digital bank as their primary institution than all of the community banks and credit unions combined! Experience live demonstrations of the banking apps that are reimagining the definition of PFI as Primary Financial Interactions, instead of Primary Financial Institution, and changing consumer attitudes and banking behaviors.
2:15 pm - 2:30 pm
	Break
2:30 pm - 3:15 pm
	Beyond Cash Compensation with Mike Blanchard This session focuses on both compensation and non-compensation related benefits and perquisites offered to employees throughout your bank. We start by exploring the typical long-term incentives and benefits offered to executives that include such items as real equity, "synthetic" equity, deferred compensation, agreements, and other perquisites. Next, we discuss other employee focused benefits such as PTO, tuition reimbursement, flexible work schedules and other compensatory and non-compensatory benefits. The goal is to summarize what is happening outside of the standard cash compensation levels of salaries and annual cash bonuses/incentives.
3:15 pm - 3:30 pm
	Break
3:30 pm - 4:30 pm
	Sight vs. Vision: Preparing Your Balance Sheet for the Future with Scott Hildenbrand Join us for a discussion of balance sheet strategies and tactics in the current environment. He will review common mistakes in volatile environments and explain the difference between having sight and having vision for your institution. He will discuss examples for companies with different risk profiles and examine which strategic options are available on the asset and liability sides of the balance sheet. This will include market updates to contextualize the ideas and help management teams prioritize the right things for 2023 and beyond.cash bonuses/incentives.
5:00 pm - 6:00 pm
	Networking Reception
8:00 pm - 10:30 pm
	Night Cap Reception
Wednesday, May 17 - Wednesday, May 17
7:30 am - 8:30 am
	Continental Breakfast
8:45 am - 9:45 am
	Executive Roundtable Discussions
9:45 am - 10:00 am
	Break
10:00 am - 10:45 am
	Strategic Planning at a Time of Uncertainty with Mikelle Brady The global pandemic is impacting the way that bankers are looking at their internal structure and staffing, how to best serve customers, and what services they’re offering. The strategic plan that was drafted even just a year ago needs a fresh look to determine what the renewed focus should be for the immediate and long-term future. Are there initiatives that must be reprioritized? Does the bank need to "catch up" with digital offerings? What do regulators want to see in a strategic plan? It’s time to take a fresh look at the strategic plan and what the pandemic impact is on the future.
10:45 am - 11:30 am
	Working with Fintechs and Demystifying Core Banking API Integrations with Kyle Charette Join us as we dive into the topic of connecting fintech and banking systems profitability with the acceleration of new experiences. This subject spans across the evolving momentum of digital evolution through seamless integration by fintech’s to community banks and credit unions. Charette will discuss the significance of fintech partnerships, integrations, new ideas, enhance engagements, open banking, new products, and API’s. Many examples showcased during this session speak further into how financial institutions can better position themselves for stronger growth, services, and offerings through partnerships and API’s. In rapidly increasing figures, more and more financial institutions, big and small are looking for ways to make it easier to compete while helping improve their own growth.
11:30 am - 12:00 pm
	Break & Lunch
12:00 pm - 1:00 pm
	Closing Keynote & Lunch: The Five Trends Defining Community & Regional Bank’s Future with Thomas Hoenig Regional and community banks are under siege as regulatory and market trends challenge their business model. With each new regulatory rule, for example, their regulatory cost increase disproportionately compared with their larger rivals. Their cost of capital is higher than that of the largest banks and nonbank financial firms with which they compete, and is a serious disadvantage in providing new services to their customers. Surviving such challenges is a daunting task but can be done if they can level the regulatory playing field, manage costs as they adapt new services, and market their advantage in providing personal service within their region and local communities.

Speakers

Name	Speaking At
Michael Blanchard <div><span style="font-family:'Arial';font-size:10.00pt;">Mr. Michael Blanchard is the CEO of Blanchard Consulting Group. He has extensive experience in the human resources field and has conducted or supported over 500 compensation planning, market research, and organizational development projects over the past twenty-five years, with over nineteen years specific to the banking industry.  <br/><br/>Mike has presented to various national and state banking associations including the American Bankers Association, the Bank Director Annual Compensation Conference, and the Western Independent Bankers association on a variety of compensation and board governance topics.  <br/><br/>With a masters degree in advanced industrial and organizational psychology, Mr. Blanchard's experience includes advising clients on assessing total compensation, incentive planning, and performance appraisals.</span></div> <div><span style="color:black;font-family:'Arial';font-size:10.00pt;"></span> </div>	Beyond Cash Compensation with Mike Blanchard
Mikelle Brady <p><span style="font-family:Arial, Helvetica, sans-serif;font-size:12px;">Mikelle Brady is a bank efficiency, profit improvement, and strategic planning consultant with over 20 years of experience in the industry. Her expertise in the retail banking, capacity planning, project management, and strategic visioning arenas help Profit Resources, Inc. partner with community banks of all sizes to operate more efficiently and effectively. Mikelle is an instructor at the ABA Stonier Graduate School of Banking, teaching Strategies for Increasing Non-Interest Income. </span></p>	Strategic Planning at a Time of Uncertainty with Mikelle Brady
Kyle Charette <p class="MsoNormal"><span style="font-family:Arial; font-size:10Pt;">As the VP of Client Services at COCC, Kyle Charette oversees the Project Management Office and Platform Solutions Group. These teams manage large-scale corporate and client projects, product implementations, and integration/API projects, enabling clients to expand capabilities through fintech partnerships. Kyle has also held roles managing COCC’s Marketing and Core Sales Support teams and supporting strategic product efforts. Kyle is also known for his industry speaking engagements, providing updates about the fintech landscape with a focus on innovation and emerging competition. </span><o:p></o:p></p> <p class="MsoNormal"><span style="font-family:Arial; font-size:10Pt;">Kyle obtained both his bachelor’s degree and his master’s in Business Administration (MBA) from the University of Connecticut. Before his eleven-year career at COCC, Kyle started in banking as a teller at a community bank in Connecticut.</span><span style="line-height:107%; font-family:Arial; mso-bidi-theme-font:minor-bidi; mso-no-proof:yes; font-size:10Pt;"> </span><o:p></o:p></p> <p> </p>	Working with Fintechs and Demystifying Core Banking API Integrations with Kyle Charette
Dave DeFazio <div class="Normal"><span style="font-family:'Arial';font-size:10.00pt;">Dave leads and manages the community financial institution sales team. He also is actively involved in building our top performing checking, marketing and training solutions. Using his previous hands-on and executive retail banking experience at a billion dollar asset bank, he is instrumental in the user experience of the websites and mobile apps that deliver our consumer checking solutions and the analytics tools that provide empirical clarity to checking financial performance upon which to customize our checking solutions to clients.</span></div> <div class="Normal"><span style="font-family:'Arial';font-size:10.00pt;">He is an active and sought out presenter at banking and retail-related conferences regarding innovations in financial technology, retail banking and other strategies employed by today’s best retailer marketers. Dave received his B.A. in economics and mathematics from Ohio Wesleyan University.</span></div> <div><span style="font-family:'Times New Roman';font-size:12.00pt;"></span></div>	Fintech Transformers: The Rise of Primacy with Dave DeFazio
Scott Hildenbrand <p><span style="color: #000000; font-family:Arial; font-style:normal; font-variant-ligatures:normal; font-variant-caps:normal; font-weight:400; letter-spacing:normal; orphans:2; text-align:start; text-indent:0px; text-transform:none; white-space:normal; widows:2; word-spacing:0px; -webkit-text-stroke-width:0px; background-color:rgb( 255, 255, 255); text-decoration-thickness:initial; text-decoration-style:initial; text-decoration-color:initial; display:inline!important; float:none; font-size:10Pt;">Scott Hildenbrand serves as chief balance sheet strategist and head of the financial strategies group at Piper Sandler.</span><br/><br/><span style="color: #000000; font-family:Arial; font-style:normal; font-variant-ligatures:normal; font-variant-caps:normal; font-weight:400; letter-spacing:normal; orphans:2; text-align:start; text-indent:0px; text-transform:none; white-space:normal; widows:2; word-spacing:0px; -webkit-text-stroke-width:0px; background-color:rgb( 255, 255, 255); text-decoration-thickness:initial; text-decoration-style:initial; text-decoration-color:initial; display:inline!important; float:none; font-size:10Pt;">Previously, he was a principal and chief balance sheet strategist of Sandler O’Neill + Partners, L.P. He headed the balance sheet analysis and strategy group, working with financial institutions on balance sheet strategy development, which includes interest rate risk management, investment portfolio strategy, retail and wholesale funding management, capital planning, budgeting, and stress testing. Hildenbrand also worked closely with the firm’s investment banking group to identify and develop strategic opportunities for clients involved in mergers and acquisitions.</span><br/><br/><span style="color: #000000; font-family:Arial; font-style:normal; font-variant-ligatures:normal; font-variant-caps:normal; font-weight:400; letter-spacing:normal; orphans:2; text-align:start; text-indent:0px; text-transform:none; white-space:normal; widows:2; word-spacing:0px; -webkit-text-stroke-width:0px; background-color:rgb( 255, 255, 255); text-decoration-thickness:initial; text-decoration-style:initial; text-decoration-color:initial; display:inline!important; float:none; font-size:10Pt;">Hildenbrand previously worked in Sandler O’Neill’s interest rate products group, focusing on developing and implementing structured wholesale funding strategies for financial institutions. He spent his first four years at the firm in the asset/liability management group. Prior to joining Sandler O’Neill in 2004, Hildenbrand worked as a financial analyst in asset/liability management at Tower Federal Credit Union in Maryland.</span><br/><br/><span style="color: #000000; font-family:Arial; font-style:normal; font-variant-ligatures:normal; font-variant-caps:normal; font-weight:400; letter-spacing:normal; orphans:2; text-align:start; text-indent:0px; text-transform:none; white-space:normal; widows:2; word-spacing:0px; -webkit-text-stroke-width:0px; background-color:rgb( 255, 255, 255); text-decoration-thickness:initial; text-decoration-style:initial; text-decoration-color:initial; display:inline!important; float:none; font-size:10Pt;">Hildenbrand was elected to the Financial Managers Society in 2021. He also serves as treasurer on the board of directors for Liam’s Room, a non-profit organization that focuses on pediatric palliative care, a specialized approach to medical care for children with serious illnesses.</span><br/><br/><span style="color: #000000; font-family:Arial; font-style:normal; font-variant-ligatures:normal; font-variant-caps:normal; font-weight:400; letter-spacing:normal; orphans:2; text-align:start; text-indent:0px; text-transform:none; white-space:normal; widows:2; word-spacing:0px; -webkit-text-stroke-width:0px; background-color:rgb( 255, 255, 255); text-decoration-thickness:initial; text-decoration-style:initial; text-decoration-color:initial; display:inline!important; float:none; font-size:10Pt;">He is a frequent speaker at industry conferences and seminars. He holds a Master of Business Administration degree in finance from Loyola College in Maryland and a bachelor’s degree with a concentration in accounting and finance from Gettysburg College.</span><span style="font-family:Arial; font-size:10Pt;"><span style="color: #000000"> </span></span></p>	Sight vs. Vision: Preparing Your Balance Sheet for the Future with Scott Hildenbrand
Thomas Hoenig <p><span style="font-family:Arial; font-size:10Pt;">Thomas Hoenig is a Distinguished Senior Fellow at the Mercatus Center at George Mason</span><br/><span style="font-family:Arial; font-size:10Pt;">University. Prior to joining the Mercatus Center, Mr. Hoenig served as Vice Chairman of the</span><br/><span style="font-family:Arial; font-size:10Pt;">Federal Deposit Insurance Corporation from 2012 until 2018. In that capacity, he oversaw FDIC</span><br/><span style="font-family:Arial; font-size:10Pt;">operations and policy related to deposit insurance pricing, bank supervision, and financial</span><br/><span style="font-family:Arial; font-size:10Pt;">stability and bank resolution. He served as Director of NeighborWorks America, which was</span><br/><span style="font-family:Arial; font-size:10Pt;">established by Congress in 1978 to address housing issues nationwide. He also served as a</span><br/><span style="font-family:Arial; font-size:10Pt;">member of the International Association of Deposit Insurers’ board from 2012 to 2017, and as</span><br/><span style="font-family:Arial; font-size:10Pt;">the President and Chairman from October 2015 to October 2017.</span></p><p><br/><span style="font-family:Arial; font-size:10Pt;">Previously, Mr. Hoenig was President and Chief Executive Officer of the Federal Reserve Bank</span><br/><span style="font-family:Arial; font-size:10Pt;">of Kansas City and a member of the Federal Reserve System's Federal Open Market Committee</span><br/><span style="font-family:Arial; font-size:10Pt;">from 1991 to 2011. Mr. Hoenig was with the Federal Reserve for 38 years, beginning as an</span><br/><span style="font-family:Arial; font-size:10Pt;">economist and then as a senior officer in banking supervision. As President and Chief</span><br/><span style="font-family:Arial; font-size:10Pt;">Executive Officer, he led the Federal Reserve Bank of Kansas City during the Great Recession</span><br/><span style="font-family:Arial; font-size:10Pt;">and the banking crisis of 2008 and 2009.</span></p><p><br/><span style="font-family:Arial; font-size:10Pt;">During his time with the Federal Reserve, Mr. Hoenig chaired several key committees</span><br/><span style="font-family:Arial; font-size:10Pt;">including the Conference of Presidents, the Committee on Bank Supervision, Regulation and</span><br/><span style="font-family:Arial; font-size:10Pt;">Legislation, and the Information Technology Oversight Committee. Also, during his tenure Mr.</span><br/><span style="font-family:Arial; font-size:10Pt;">Hoenig organized and hosted the Federal Reserve Bank of Kansas City’s Jackson Hole</span><br/><span style="font-family:Arial; font-size:10Pt;">economic symposium for global central bankers.</span></p><p><br/><span style="font-family:Arial; font-size:10Pt;">Mr. Hoenig is from Fort Madison, Iowa and received a doctorate in economics from Iowa State</span><br/><span style="font-family:Arial; font-size:10Pt;">University.</span><span style="font-family:Arial; font-size:10Pt;"> </span></p>	Closing Keynote & Lunch: The Five Trends Defining Community & Regional Bank’s Future with Thomas Hoenig
Kent Julian <p class="MsoNormal"><span style="font-family:Arial; font-size:10Pt;">Kent Julian is a lot of things… devoted family man, champion swim coach, CSP professional speaker with the National Speaker Association, success business leader, fish-taco lover, and proud bald guy. Yet, this hasn’t always been the case. Kent started out as an at-risk child with severe learning challenges and SAT scores so low that he had to take Development Studies just to get into college—on probation.<o:p><span style="font-family: 'Arial'"> </span></o:p></span></p> <p class="MsoNormal" style="font-size:10Pt;"><span style="font-family: 'Arial'">From these humble beginnings, Kent went on to become the Executive Director of a national youth association in order to help teenagers just like him. Then, after 20 years in non-profit work, he did something crazy… he launched two successful businesses.<o:p><span style="font-family: 'Arial'"> </span></o:p></span></p> <p class="MsoNormal"><span style="font-family:Arial; font-size:10Pt;">Now, with his expertise in creating DREAM-to-DO leaders and cultures, he is privileged to speak, write, and consult leaders and teams all over the country on the topics of employee engagement, high performance, and what he calls "enthusiastic resiliency."</span><o:p></o:p></p> <p> </p>	Opening Keynote: Great Leaders are Never Self Made with Kent Julian

Exhibitors

Location Information

Hilton Columbus at Easton
3900 Chagrin Drive
Columbus, OH 43219

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Hotel Information

An OBL room block has been reserved at the Hilton Easton for $215 per night. Click here to reserve a room online; or contact 614-414-5000. Please provide the group code "OBLS" when reserving a room by phone.