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MAIN is where bankers step out of silos to engage in candid conversations, explore the forces shaping the industry, and build meaningful connections across roles and institutions. Designed to be focused and forward-looking, the event brings together diverse perspectives and practical ideas that attendees can take back to their organizations and communities.
Program8:30 - 9:00 AM
Registration, Coffee & Connections 9:00 - 9:25 AM MAIN Stage Welcome Scott Bruun, President & CEO, Oregon Bankers Association 9:30 - 10:30 AM Education Block I Click + below for concurrent session descriptions. Supercharge Your ROI From Networking and Community Events
With Joe Micallef, Grow UP Sales Community banks spend countless hours, resources and money supporting and engaging their local communities, but beyond the tremendous goodwill generated what else do they gain? It’s time to rethink how you can gain a greater return on your investment while still ensuring you provide tremendous value to the communities you support. Joe Micallef will share his successful approach for gaining an abundance of new business opportunities from networking and community events. Key Takeaways:
Managing Third-Party AI Risk: What You Need to Know Today
With Rafael DeLeon, SVP, Industry Engagement, Ncontracts AI is no longer optional in financial services. It's embedded in your vendors' fraud detection, credit scoring, transaction monitoring, and customer service tools, whether you've formally assessed it or not. Do you have a current inventory of which vendors are actually using it? Most institutions don't. This session draws on findings from Ncontracts' 2026 State of TPRM Survey to make one point clear: you can't manage what you haven't identified. We'll give you a practical framework for extending your existing TPRM program to cover AI risk, rather than building a separate program from scratch. AI risk in third-party relationships can only be managed once you understand the specifics of how AI is actually being used. You don't need a new framework. You need to extend the one you already have, starting with an honest inventory of where AI already lives in your vendor ecosystem. Today’s Interest Rate Risk Management Best Practices
With Jim Reber, Managing Director ICBA Relations, ICBA Securities powered by The Baker Group Interest rate risk management has transformed over the years from a mere compliance exercise into a sophisticated, dynamic, and ongoing process. This session explores the best practices in Interest Rate Risk Management including key assumption development and documentation, back testing, and sensitivity testing of critical assumptions. Participants will also gain insights into prevailing interest rate risk trends and emerging hot topics shaping the current environment. Partnering with SBA, Business Oregon and USDA Rural Development
to Meet the Needs of Your Customers Bryan Zulko, Portland District Director, U.S. Small Business Administration Oscar Novelo, Business Finance Manager, Business Oregon Mandie Cole, Rural Business Cooperative Program Director, USDA Rural Development Government-backed lending programs can help commercial and agricultural lenders address financing gaps, strengthen deal structures, mitigate risk, and expand access to capital. Gain practical insights from Business Oregon, SBA and USDA Rural Development into current lending trends, program updates, collaboration strategies, and opportunities in rural and agricultural markets, along with real-world examples and actionable guidance for serving Oregon businesses more effectively. Growing Your Own Talent: Practical Strategies for Developing Future Bankers
With Cameron Ericksen, SVP & Talent Acquisition Director, Banner Bank Banks are facing increasing pressure to replace experienced lenders, relationship managers, and other key revenue-producing talent. Traditional approaches such as external recruiting and early-career development programs can be challenging to scale amid demographic shifts and evolving workforce expectations. This session explores talent conversion efficiency—the ability to develop and redeploy existing employees into critical banking roles. Attendees will examine and discuss workforce trends, internal talent development strategies, and emerging learning technologies that may help banks strengthen talent pipelines and create greater workforce flexibility for the future.
10:30 - 10:35 AM
MAIN Connection Break + Exhibits 10:45 - 11:30 AM MAIN Solutions Showcase Fast Ideas for Today's Banks 11:30 AM - Noon MAIN Connection Break + Exhibits Noon - 1:30 PM MAIN Stage Leadership Luncheon Luncheon Keynote: Banking is a Team Sport – Be a Captain, a Coach and a Cheerleader Joe Micallef, Grow UP Sales Great banks are built by teams that communicate well, support one another, and work together toward shared goals. Every banker has the opportunity to positively influence the success of their team — whether by encouraging coworkers, sharing ideas, helping customers, or leading through example. Banking is truly a team sport, and the strongest teams are made up of people who are willing to be contributors, mentors, motivators, and problem solvers. In this energetic and practical session, Joe Micallef will share proven strategies for creating stronger teamwork, improving communication, and helping bankers become more confident and influential teammates. Drawing on more than 20 years of banking leadership and coaching experience, Joe will provide simple ideas that can help every banker contribute to a more positive, productive, and successful culture. Presentation of OBA Presidential Award Scott Bruun, President & CEO, Oregon Bankers Association 1:45 - 2:45 PM Education Block II Click + below for concurrent session descriptions. Getting It Right from the Start: Account Acceptance & Risk Insights
for Trust Professionals Moderated by OBA Trust & Wealth Management Roundtable Chair Jennifer Stoltey, Senior Trust Officer, U.S. Bank The decisions made at account acceptance can shape the entire client relationship. Join this panel of trust professionals as they discuss best practices for vetting new accounts, uncovering hidden risks, and balancing business development with sound fiduciary judgment. Learn how to spot warning signs, ask the right questions, and avoid costly missteps Panelists: Tara Hendison, President, Allen Trust Company Adam J. Rohne, Senior Corporate Counsel, U.S. Bank Evan Sowers, President & Chief Executive Officer, Riverview Trust Company Coaching to Bring Out the Best in Others
With Carolyn Culley, MAEd, MS, Director of Learning and Development, Cascade Employers Association Great leaders empower their teams by fostering growth, ownership, and accountability. In this session, participants will explore how adopting a coaching mindset can strengthen employee development and engagement. Through discussion and practical activities, leaders will examine the difference between managing and coaching, practice turning closed end questions into open ended coaching questions and explore strategies for holding employees accountable. Participants will leave with practical tools they can immediately apply to create more meaningful and effective coaching conversations. The Threat Landscape: Cyber and Fraud Risk to Financial Institutions
With Steve Sanders, Chief Risk Officer, CSI Cybersecurity and fraud threats are evolving faster than ever. This session explores emerging risks—such as phishing, ransomware, and insider threats—and examines how AI is reshaping both attacks and defenses. Drawing from recent high-profile cases, attendees will gain actionable insights to strengthen resilience, mitigate risk, and better protect their institutions, employees, and customers from the growing impact of cybercrime and financial fraud. Economic Topic Coming Soon
Community Engagement That Counts: Building Trust, Visibility, and Lasting Impact
Banks invest thousands of hours and dollars each year supporting nonprofits, schools, chambers, and community organizations. But how do you determine which opportunities create meaningful impact for your community and your institution? This panel discussion explores how leading banks align sponsorships, volunteerism, CRA initiatives, employee engagement, and business development into a coordinated community engagement strategy. Learn how to evaluate opportunities, maximize limited resources, measure success beyond logo placement, and create partnerships that strengthen both your community and your bank. Attendees will leave with ideas they can immediately apply to make every community investment more intentional, measurable, and valuable.
2:45 - 3:00 PM
MAIN Connection Break + Exhibits 3:00 - 4:00 PM MAIN Stage Closing Keynote: The Smarter Bank: What Oregon Bankers Need to Know About AI John Meyer, Cornerstone Advisors AI is changing banking faster than many expected. This forward-looking session explores real-world applications of AI across lending, operations, compliance, marketing, fraud detection, and customer service. Through examples from financial institutions already putting AI to work, you'll see what's delivering results today and where banks should focus next. But implementing AI is only part of the equation. The banks realizing the greatest value are approaching AI strategically with clear objectives, thoughtful governance, and meaningful ways to measure success. Cornerstone Advisors will share how leading institutions are evaluating AI initiatives using performance metrics tied to revenue growth, operational efficiency, strategic advantage, and risk reduction. The session will also explore the governance, risk management, vendor oversight, and policy considerations leaders cannot afford to overlook, while looking ahead to AI agents, workforce transformation, and the competitive advantages that will shape the next generation of banking. Whether your institution is just beginning its AI journey or expanding existing initiatives, you'll leave with practical insights, actionable next steps, and a framework for evaluating AI investments that drive sustainable business results. 4:00 - 5:00 PM MAIN Mixer Networking Reception Thank You to Our SponsorsFeatured Solutions ($2,500)Spotlight ($1,000)Sponsorship OpportunitiesHeadliner Sponsor $5,000
(1 available)
Featured Solutions Sponsor + Exhibit Space $2,500 (11 available)
Featured Solutions Sponsor $1,500 (No exhibit, 12 available)
Spotlight Sponsor $1,000
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Who Should AttendAll bankers and partners of the industry are invited to participate in this inclusive, cross-functional banking community event.
Registration
Sending 5 or more from your organization?
Use promo code MAIN5Plus at checkout for 10% off the registration cost. Sending 10 or more from your organization? Use promo code MAIN10Plus at checkout for 20% off the registration cost. SponsorshipsSponsorships range from $1,000 to $5,000. Some sponsorships include a 5-minute presentation slot and banker guest invitations.
Ready to secure your sponsorship?
Click here to secure it online or call the OBA office at (503) 581-3522. Sponsorships are available on first-come, first-served basis. LocationSalem Convention Center
200 Commercial Street SE Salem, OR 97301 LodgingDiscounted lodging is available at The Grand Hotel or The Holman Hotel in downtown Salem.
Reservations can be made for the Grand Hotel by calling (503) 540-7800. Be sure to reference the Oregon Bankers Association for our discounted rates. To book at the Holman (a Hilton property), please use the following link: Holman Corporate Travel Discount Code: 4049611 Booking Link: https://hil.tn/mlwm0e Looking for dining recommendations in the Salem area? Check out recommendations from our team: https://www.oregonbankers.com/staff-picks.html. Event Cancellation & Late FeeThe registration deadline is five days prior to a session and no refunds will be offered after the registration deadline; however, a substitute may attend. Registrations received after the deadline will be accommodated, if possible, but may incur a late fee up to 10% of the registration. Cancellation requests should be sent in writing to [email protected].
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