AGENDA: Times Subject to Change

Wednesday, February 5th
Travel Day – Arrive at Your Leisure

5:00pm – 6:30pm - Welcome Reception

Enjoy great company, delicious hors d’oeuvres and refreshments as we kickoff the 2025 Leadership Retreat at the beautiful historic La Fonda Hotel – Santa Fe Room.

 

Thursday, February 6th
7:00am Registration and Breakfast

7:30am– Welcome and Greetings from the Oklahoma State Banking Department – Mick Thompson, Oklahoma Bank Commissioner 

8:15am - Refreshments

8:30am – Faster Payments Open Banking and Fintech - Pat Dix
The Confluence of three major technology issues facing community banks pose both a challenge and an opportunity.  In this session we’ll look at the progress of the US faster payments system, how the new open banking rules (1033) will impact and influence your customers and your bank and why both of these topics could mean opportunity in the world of fintech partnerships moving forward.

9:15am - Refreshments

9:30am– General Session

10:30am – 3:45pm: Banker Networking Join your fellow bankers and delight in the town of Santa Fe, NM.  Enjoy strolling around town for the day and appreciating the surroundings, shopping and dining options.

4:00pm – 6:00pm: Banking Regulator Panel - Dynamic Interactive Question and Answer: Doyle Jones, Oklahoma State Banking Department; Terence Mack, OCC; Doug Gray, Federal Reserve; Lori Juarez FDIC - moderated by Paul Foster, CBAO General Counsel 

6:30pm: Group Reception and Dinner- La Terrasa and Garden Terrace  

 

Friday, February 7th
8:00am Registration and Breakfast

8:30am: How Bank Regulators Are Upping the Risk for Directors & Officers; and Emerging Bank Risk in Elder Financial Exploitation: A Simple Navigation of Federal & State Law – Paul and Carrie Foster 

9:30am: Refreshment Break

9:45am: Bond Market Expectations for 2025 – Jim Reber 

Last year proved to be a big head fake for bond buyers, including community banks. Many, including the Federal Reserve, were expecting a noticeable drop in interest rates, but persistent inflation and other strong economic indicators pushed those plans into the future. We’ll review the bond market’s performance in 2024, discuss the state of community bank bond portfolios, and see what the current 2025 projections look like.

10:45am: Adjourn.