Sunday, June 1st

Travel Day – Arrive at Your Leisure

5:00pm: Patio Dinner and Night Golf! 

Attendees and Families Welcome 

Monday, June 2nd

8:00am – 8:45 Breakfast   

8:45am – 9:45am- Having Tough Conversations in the Workplace – Jackie Rolow 

Conflict is inevitable — in work and in life. Managers must address performance issues, and colleagues with competing priorities must figure out how to work together. These situations call for having tough conversations. Jackie will explain how to conduct tough conversations, build communication skills and enhance relationships — leading to better business performance. Jackie will also discuss how to identify underlying differences in work styles, goals, and power dynamics and change the way you view conflict. As a bonus, she’ll provide practical tools to help you prepare for your next difficult conversation and make sure you choose words that won’t alienate the other person. 

9:45am – 10:00am Break 

10:00 am – 10:45am- 1st Party Fraud (Detection and Prevention) – Andrew Stone 

“Since the volatile years of the global pandemic, 1st Party Fraud has become on of the primary risk vectors for lenders, payment companies and financial institutions across the U.S. domestic market. Andrew Stone will cover some of the methods and capabilities deployed by BHG Financial to detect and prevent this abusive threat type” 

10:45am – 11:00am Break 

11:00am – 12:00pm- “All I Really Needed to Know…[I Wish I’d Learned in Banking “Kindergarten”]- Steve Ingalls  

The classic from Robert Fulghum is intended as a reflective piece to highlight that we need to remember that the basics of our personal and professional existence we learned a long time ago. We believe that’s true in general, but in specific, there seems to be a chasm in what is shared with us as emerging leaders and what should ideally be shared. Is that intentional? A test? Who knows, and it likely depends on who you work for and where. But, in this session, we’re going on a journey of exploration to discuss those things left out of those early discussions (i.e., What are the real advantages to a younger professional in community banking?, What are the disadvantages to career advancement as I look up to see a stable senior leadership team?, What didn’t my preparatory education prepare me for?, etc.). We look forward to your active participation during this session. 

12:00pm – 6:00pm- Banker Networking 

6:00pm- Dinner with a view! 

Tuesday, June 3rd

8:00am – 8:30am Breakfast 

8:30am – 9:15am- Front-Line Community Banking – The Secrets to Getting the Most Out of Our Industry’s Most Important Ambassadors – Steve Ingalls  

Your bank’s front-line, whether standing in a lobby at a teller position, manning a drive-thru, servicing an ITM, or interacting with the community engaging in loan opportunities, are the first impressions of your industry. Strong interpersonal skills are crucial. However, these positions are oftentimes “entry-level”, where younger professionals are engaged, and pay is modest. Because of this potential mismatch, especially pay, front-line community bankers tend to “churn” regularly to other jobs and out of community banking. Because of that churn, senior leaders often believe higher pay or training is a poor investment. Yet…if we had $1 to spend on training, where would you spend it? Hoping you’ll bring your thinking caps to this solutions-focused conversation on how to get the best out of the faces of our industry. 

9:15am – 9:30am Break 

9:30am – 10:15am- Why Won't Interest Rates Go Down? – Jim Reber 

In the face of the most restrictive monetary policy in a generation, interest rates have either barely budged, or even risen, as the Fed has actually been cutting short-term rates. As 2025 progresses, will we finally see a secular change in the rate landscape? And if we do, how will community banks be affected? This session will look at recent Fed words and actions and what the current expectations are by bond market participants. 

10:15am – 10:30am Break 

10:30am – 12:00pm 

Oklahoma State Banking Department Panel – Regina Rainey, Chief of Staff; Shawn Burcham, Regional Examiner – certified BSA examiner; Blake Coburn, Senior Examiner – certified Trust examiner; Doyle Jones, Senior Examiner – certified IT examiner 

The panel will give you a brief overview of current issues, followed by the opportunity for you to ask those challenging questions.