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Join fellow OBA peer group members for the 3rd annual OBA Peer Group Summit on Wednesday, October 9 in Salem. We’re bringing OBA committee and roundtable members together for a valuable day of collaboration and learning through networking, joint and individual peer group meetings, keynote speakers and panel discussions. We will also present OBA's annual Presidential Award to a peer group chair for their outstanding leadership and commitment. This is your chance to connect with your peers, forge new relationships and explore current issues within the banking industry.
Program9:00 – 9:30 am CHECK-IN & NETWORKING 9:30 - 11:00 am
MORNING PEER GROUP MEETINGS Click the plus sign to view meeting presentations and descriptions. All meetings will also include time for roundtable discussion. Bank Operations Roundtable & HR Committee
Tough Conversations in the Workplace Jackie Rolow, SPHR, Executive Vice President and Chief HR Officer 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. Hear how to conduct tough conversations, build communication skills and enhance relationships — leading to better business performance. Identify underlying differences in work styles, goals and power dynamics to change the way you view conflict. As a bonus, receive practical tools to help you prepare for your next difficult conversation and make sure you choose words that won’t alienate the other person. BIPOC TASK FORCE
Designing the Future of OBA’s BIPOC Task Force Join the important conversation and guided discussion centered on next steps for our group. Led by OBA BIPOC Task Force Chair Lisa Fajardo-Faust, chief deposit officer at Pacific West Bank, this session is a unique opportunity for candid, in-person discussion about how we can best serve the Oregon banking industry in the future. Lending Committee & Agriculture Roundtable
Legal Panel for Lenders
Compliance & Marketing Roundtables
Avoiding UDAAP Pitfalls: Recognizing and Addressing Risks in Marketing and Advertising Julia A. Gutierrez, Director of Education, Compliance Alliance Don’t make the news for the wrong reason! Advertising has become one of the more complex compliance concerns at banks, as the regulatory agencies are scrutinizing every marketing piece, disclosure and electronic posting. Join Julia Gutierrez of Compliance Alliance as she explores the intersection of marketing and compliance. Trust & Wealth Management Roundtable
Concerns and Considerations in Estate and Wealth Management Planning for Clients with Dementia Join attorneys from Sherman Sherman Johnnie and Hoyt for an interactive discussion of legal best practices and considerations in estate and wealth management planning for clients with dementia.
11:00 – 11:30 am
NETWORKING 11:30 am - 1:30 pm
LUNCHEON & GENERAL SESSION
American Bankers Association Panelists: * Linda Merrill, Risk Consultant, Willamette Valley Bank & Past OBA Bank Operations and FIST Chair * Scott Van Den Elzen, SVP - Chief Technology Officer, Northwest Bank & OBA Technology Roundtable Chair * Brenda Wakefield, VP - Security & Investigation Director, Umpqua Bank & OBA Member of FIST
1:45 – 3:15 pm
AFTERNOON PEER GROUP MEETINGS Click the plus sign to view meeting presentations and descriptions. All meetings will also include time for roundtable discussion. Community Engagement Roundtable
Community Development Services & Investments Erwin Reeves, Community Affairs Specialist, San Francisco Region, Consumer and Community Affairs Branch, Division of Depositor and Consumer Protection (DCP), Federal Deposit Insurance Corporation Join FDIC’s Erwin Reeves for a discussion of community development services and investments and other topics of interest. FINANCE & ACCOUNTING COMMITTEE
Banking Industry Update: An Investment Banker’s View of the Community Banking Industry Adam Keefer, Managing Director, Piper Sandler & Co Engage in discussion with Piper Sandler & Co’s Adam Keefer as he explores bank performance, capital raising, M & A activity and current community banking industry conditions. technology roundtable & financial institutions security task force
Discussion on Cybersecurity and Current Fraud Issues Jim Hitchcock, VP of Fraud Mitigation, American Bankers Association This interactive discussion with ABA’s Jim Hitchcock will build on his lunch session as he explores the convergence of fraud and cyber groups at your bank to create efficiencies through technology. Bank counsel roundtable
Thank You to Our SponsorsPartners
Collaborators
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All bankers are invited to participate even if they are not currently members of an OBA committee or roundtable. OBA Associate Members are invited to participate in the luncheon and general session.
Registration$55
Note: Bankers will be asked to select peer group meetings they plan to attend when registering.
LocationSalem Convention Center
200 Commercial Street SE Salem, OR 97301 LodgingLodging is available at the Grand Hotel. Reservations can be made by calling (503) 540-7800. Be sure to reference the Oregon Bankers Association for our discounted rates ranging from $189-$249 per room per night.
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].
Questions/SponsorshipsSponsorship OpportunitiesWant to show your business is an industry supporter? Consider becoming a sponsor for the OBA Peer Group Summit today.
Sponsor benefits:
Partners: $1,000
Includes a 6' tabletop exhibit space and five registrations to attend general session and lunch (full event for member bankers). Collaborators: $500
Includes two registrations to attend general session and lunch (full event for member bankers). About OBA's Peer GroupsThe direct involvement of bankers in OBA peer groups is essential to our success as an association. Currently, over 400 Oregon bankers volunteer their time, energy and expertise to serve on our standing membership committees and roundtables. We rely on these members to help us establish priorities for:
The OBA committee and roundtable experience is designed to benefit the individual participants, the institutions they represent, and the industry as a whole. Participation gives bankers a chance to discuss current issues within the financial services industry, learn from guest presenters, and share and request information through surveys and listservs. Roundtables are open to all member bankers. Committee terms of service are two years. Any employee of an OBA member bank is eligible to participate as an OBA committee member with their bank's approval. For more information, contact OBA's Manager of Member Engagement Jennifer Schubert at (503) 576-4126 or [email protected] . |
