CBAO23-email-v1

CBAO 2023 Convention Agenda

WEDNESDAY, SEPTEMBER 13TH 

8:30am - Annual Golf Tournament: Shotgun Start - Lincoln Park Golf Course

*Registration Opens at 7:30 AM*

12:00pm - Player and Sponsor Lunch, following golf tournament

3pm-5pm: Exhibitor Booth Setup

6pm - 7:30pm - Welcome Cocktail Reception with Exhibitors

Join us at the Welcome Cocktail Reception with top exhibitors to see and hear the cutting-edge ideas to help your bank remain on top! Take advantage of this occasion to learn, network and have an enjoyable time too.  Also, don’t miss the opening night of our Horizon Bankers’ fundraiser!

7:30pm - Dinner on Your Own

9pm – 12am - CBAO Nightcap - Cocktails and Conversation 

Red Piano Lounge at the Skirvin Hilton Hotel is the perfect way to end the evening. Enjoy great live music in this luxury lounge with all of your CBAO friends!

THURSDAY, SEPTEMBER 14TH

6:45am – 9:00pm - Registration Desk Open

6:45am - Coffee with Exhibitors

6:45am – 3:00pm - Exhibitors Booths Open

7:15am - Breakfast

7:45 am- The Rise and Fall of Interest Rates, Jim Reber

If the last 18 months have demonstrated anything about the bond market, it's that interest rates can both go up and down. The impact on an investment portfolio can be dramatic, and there can be unintended consequences. We will review the path of interest rates going back to 2020, how community bank bond portfolios have performed, and will discuss strategies for rising, falling, and stable rate environments.

8:30 am- Refreshment Break with Exhibitors

8:45 am- The Next Page for America’s Community Banks, Greyson Tuck

What’s next?! If we all knew the answer to this question, we would probably either sleep a lot better at night or begin working immediately to be prepared.  This entertaining and informative presentation will give some insight to the attendees of the types of things your organization may be confronting in the near term and in the future.  Should we be rethinking the role of the Board?  Are our employees forcing us to change the way that we recruit and retain people?  Can a smaller organization even survive in the future without dramatically changing what it’s doing? You won’t want to miss this session, where we take an interesting look at the bank of tomorrow and how you can be ready today to succeed in that changed environment.

10:00 am- Refreshment Break with Exhibitors

10:15 am- Concurrent Sessions

Cattle Markets: Record Cattle Prices and High Costs Ahead, Dr. Derrell Peel

Drought has pushed the beef cow herd to the lowest level since 1962.  Tight cattle numbers and falling beef production is pushing cattle prices to record levels.  At the same time, production costs remain high, interest rates are the highest in many years.  Financing herd rebuilding will present challenges for producers and lenders.  This presentation will examine what to expect for the next two-four years.

The Perfect Storm, Mike Burke

The COVID-19 pandemic created the perfect storm for fraudsters and criminal activity affecting financial institutions. From Isolated individuals that become victims of fraud to the resurgence of old fraud vectors, institutions are still dealing with the lingering issues created during the worldwide pandemic.  We’ll outlines ongoing threats from social engineering, enhanced security procedures that can prevent fraud and how ATM skimming activity is evolving during the COVID-19 pandemic.

11:00- Refreshment Break with Exhibitors

11:15am- Concurrent Sessions

Lessons Learned from Three of the Four Largest Bank Failures in U.S. History & Effective Regulatory Communication, John Henrie 

Lead a discussion that will evaluate the primary factors contributing to these large bank failures, analyze the potential risks these underlying factors present to community banks, and discuss community bank strategies to mitigate these risks. Along with a discussion on the goal of enhancing your regulatory communication strategy.  The discussion will cover good communication practices (e.g., frequency, nature, process), the types of events where regulatory outreach could be beneficial (e.g., significant new product introductions, material operational or managerial changes), and how to approach instances of disagreement (e.g., informal discussion to appealing a material supervisory determination).

Faster Payments: Opportunities, challenges, and the conversations you should be having right now, Kevin Christensen

For the last few years, the term “faster payments” has been talked about as the industry tried to define a new set of payment rails. Now, the system is live and the challenge falls to your institution: How will you be using faster payments?  When will your cardholders and merchants become senders and receivers? This session will update progress on the development of the faster payments, challenges in defining how “faster” will impact your bottom line, and key decisions your bank will have to make to ensure it is up to speed.

12:00pm- Refreshment Break with Exhibitors

12:30pm- Lunch

Charles A. McCall, III, Speaker of the House, Oklahoma House of Representatives 

ICBA Update, Sarah Getzlaff, ICBA Treasurer and CEO, Security First Bank

Growing up in a community bank family, Sarah Getzlaff’s roots in the industry run deep. From an early age, she witnessed the dedication, integrity, and close-knit relationships that define community banking. Sarah shares the path that led her to her role as CEO of Security First Bank and to the Independent Community Bankers of America (ICBA), where her commitment to championing the interests of community banks nationwide was ignited.  Don’t miss Sarah’s story, along with the latest from the ICBA, including recent developments, educational opportunities, and advocacy efforts.

2:00pm- CBAO Annual Meeting

5:00pm- Gala CelebrationThis exciting evening will consist of a cocktail reception, celebration of leadership and dinner. Make sure you don’t miss this evening of fun! It is a great way to enjoy yourself, see old friends and make some new, and celebrate the people who have made CBAO a true success. We are also very excited to have singer songwriters perform at this year’s Gala. This year’s singer songwriters will be Paul Overstreet and Scotty Emerick. This is a unique opportunity to hear the stories  behind how some of the most beloved songs came to fruition and sung by country legends.

FRIDAY, SEPTEMBER 15TH

7:00am- Registration Desk Opens

7:15am- Breakfast

7:45am- Fireside chat with Jelena McWilliams

8:45am- Mick Thompson, Oklahoma State Banking Department

9:00am- Kevin Stitt, Oklahoma Governor

9:30am- Refreshment Break

9:45am- Bank Regulator Panel

Dudley Gilbert, Oklahoma State Banking Department; Terence Mack, OCC; Ryan Harwell, Federal Reserve Bank of Kansas City; Joe Meade, FDIC moderated by Paul Foster, CBAO General Counsel
Top regulators from the Oklahoma State Banking Department, OCC, FDIC and Federal Reserve Bank of Kansas City give you brief overviews of current issues.

11:45am- Breakout Discussion with YOUR Regulators

12:30pm- Adjourn.