Leadership Retreat
2025 Leadership Retreat - Past Event
February 5th - 7th - La Fonda On the Plaza- Santa Fe, NM
The CBAO Leadership Conference is designed to provide an opportunity to gain leadership knowledge, learn from top regulators, a panel regulated by CBAO’s banking attorney, Paul Foster; as well as, learn about timely information on the economy, interest rate trends, and investment strategies.
Book your room today at the beautiful La Fonda On the Plaza! Reservations for Community Bankers Association of Oklahoma's Leadership Retreat are available to be booked at the group rate ($249.00/night for a Traditional Room and $349/night for a One Bedroom Suite) for stays from February 02, 2025 - February 10, 2025. This special rate is only available for booking until January 15, 2025.
Registration is Now Open
Registration
Member Banker and Associate - $620.00
Non-Member Banker - $720.00
*You must be an Associate Member in order to attend - click to join
AGENDA: Times Subject to Change
Wednesday, February 5th
Travel Day – Arrive at Your Leisure
5:00pm – 7:00pm - 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– Bitcoin and Cryptocurrency - Matt Mowdy and Doyle Jones
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: 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.
9:15am: Refreshment Break
9:30am: How Federal Bank Regulators Are Upping the Risk for Directors & Officers– Paul Foster
10:15am: Refreshment Break
10:30am: Emerging Bank Risk in Elder Financial Exploitation: A Simple Navigation of Federal & State Law – Carrie Foster
11:00am: Adjourn.
Sponsorship Information
We are excited to provide you with opportunities to promote, educate, spend time and stay in front of our Oklahoma community bankers.