Horizon Bankers Annual Conference

2024 Horizon Bankers Annual Conference

June 23rd - 25th 2024

The CBAO Horizon Bankers are pleased to announce the annual Horizon Bankers Conference is planned to be held in person on June 23 - 25 at the beautiful Shangri-La Resort on Grand Lake, OK.

The CBAO Horizon Bankers Conference is the CBAO’s Leadership Division’s annual event. It provides an opportunity for CBAO members to receive education and leadership development while strengthening the industry through personal connections. This event offers focused leadership training, hot topic general sessions, and networking opportunities. It is a fun, friendly, casual event for everyone to enjoy!



Conference Pass Type

HB Member - $550

CBAO Member - $600

Non-Member - $700


If you are registering online, we have a new management software system which you must create a new account in before you are able to register.  To create a new account and login please click here.

Book Your Hotel Room!

Start Date: Saturday, June 22nd, 2024

End Date: Tuesday, June 25th, 2024

Special group rate: Shangri - La Resort for $189.00.

Individuals may make reservations directly with resort by calling (918) 257-4204 to receive the special group rate.   Make sure you let the hotel representative know your are part of the COMMUNITY BANKERS ASSOCIATION OF OKLAHOMA party.

Tentative Agenda

*all times are subject to change
Sunday, Jun 23rd

Travel Day – Arrive at Your Leisure5:00pm: Welcome reception at the Anchor Porch (located at the resort)-Attendees and Families Welcome

Monday, June 24th

8:00am - 8:45am Breakfast

8:45am – 9:45am

The Latest in Payments Technology – Pat Dix

The technology, regulation, and risk around payments in banking is changing fast.  In this presentation we’ll look at the current state of payments in the US including how your transactions are routed and why that could impact your bottom line.  We’ll update you on some news that could influence consumer behavior and the use of your debit card and we will take a look at some of the future trends that may impact payments and payments fraud in the future

9:45am – 10:00am Break

10:00 am – 11:00am
What’s In a Name? Five Keys to a Highly Favorable Brand - Tim Tivis
What’s the value of a highly favorable brand?  Or more importantly, how to people respond when your name is mentioned?  Discover the power of how a highly favorable brand goes before you and your bank to exponentially impact your livelihood and your life.  You will discover five key elements to gaining and maintaining the reputation of being the “go-to” that provides a fulfilling career and a competitive edge in your marketplace.

11:00am – 6:00pm
Banker Networking

Group Dinner - Battlefield Patio (located at the resort with a shuttle ride away)


Tuesday, June 25th

8:00am – 8:30am Breakfast

8:30am – 9:15am
Examining Industry Trends and Strategies to Combat Earnings Pressures – Dan Stimpson
With the velocity of interest rate changes and loan/deposit levels, managing the balance sheet’s exposure to liquidity, interest rate and credit risk continues to be paramount. This session will explore aggregate industry sensitivities across these risks, decompose the review into peer ranges, and draw parallels for how other institutions may react.  Commentary throughout will include references to peer activity, regulatory and accounting developments, and finally relative value opportunities in investments, loans, funding and derivatives.
9:15 – 9:30am Break

9:30am – 10:15am

Meet Your Next New Customer Using Data and Analytics – Dan Richard

Many community banks’ bread-and-butter is repeat business from a long-standing customer base that tends to grow slowly. Many of these banks wish to speed their growth trajectory with new customers but don’t know where to begin or what they could do better. Enter BHG Financial, an expert at collecting and analyzing the data of hundreds of millions of total strangers to determine which small percent to engage based on their possessing both the desire and the credit quality to access our commercial and consumer installment loans. In this session, Dan Richard, VP Predictive Analytics, will demystify the world of consumer and commercial credit data. He will arm you with education to take back to your bank for exploring how you might also use data and analytics to grow your own customer base.

10:15am – 10:30am Break

10:30am – 10:50am

Cyber Threats, Loss Prevention, and Claims - Stephen Niedwiecki and Brennan Duvall

Education on the top cyber threats and important concepts to help prevent a cyber loss

10:50am-11:00am Break

11:00am – 12:30pm

Capital Update – Commissioner Mick Thompson

Oklahoma State Banking Department PanelMonty Brant, Senior Bank Examiner; Clint Duncan, Senior Bank Examiner; and Melanie Sparks, Senior Examiner; moderated by Commissioner Mick Thompson.

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

Silver Updated

Sponsorship Information

Leadership Retreat Sponsorship

We are excited to provide you with opportunities to promote, educate, spend time and stay in front of our Oklahoma community bankers.

Get involved!

Learn more about how to become an active member of CBAO!