Wednesday, September 15, 2021

Week of Feb. 17

In This Issue…

OBA’s Women in Banking conference approaching

The OBA’s Women in Banking conference is approaching, and you can register now to be a part of it. The event will occur on April 17 at the Embassy Suites hotel in Norman.

The OBA has partnered with the Federal Reserve Bank of Kansas City and the Community Bankers Association of Oklahoma to provide women bankers with industry, leadership and professional development knowledge to enhance their careers and networks.

To learn more details and register for the conference, visit

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Registration open for 2020 Senior Management Forum

The Oklahoma Bankers Association 2020 Senior Management Forum is scheduled for April 5-7 at the Bellagio in Las Vegas.

One of the key benefits in the conference will be talking with your peers. Attendees at the OBA 2020 Community Bankers Leadership & Senior Management Conference will be surrounded by those with similar titles, similar workloads, similar problems and likely solutions to issues that can be just as similar.

The 2020 Senior Management Forum provides a valuable learning and networking opportunity for bank executives. Whether you are a president, CEO, executive officer or an emerging leader, the conference sessions will give you information to help you do your job better.

Here are the Top 10 reasons you should attend the conference:

10. Enjoy a helicopter ride, Ferris wheel or roller coaster!

9. Direct flights from Oklahoma City and Tulsa! Easy travel!

8. Headliner shows including The Academy of Country Music Awards, Kelly Clarkson, Wayne                          Newton, Jerry Seinfeld, numerous Cirque du Soleil shows, and many more!

7. Great dining options!

6. Fabulous shopping!

5. Weather: 320 days of sunshine.

4. Make new banking friends.

3. Reasonable room rates at the Bellagio.

2. Network with peers in a relaxed setting.

1. Outstanding education sessions!

If you have any questions or want to get signed up, contact the OBA’s education department at 405-424-5252, or download a brochure and registration form by clicking here!

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Register for OBA’s 2020 Contact Banker Program

We have set the dates for the 2020 Contact Banker Program. Click here to find a sign-up form with the dates listed for this year’s program. We ask you select what dates work best for you and return your form to Once we have the groups finalized, we will send an email confirmation of your date.

On the date you select, there will be a short briefing before we start walking the halls of the Capitol. Please know, we will stay together as a group the entire morning. We will do our best to have you spend a few minutes with both your state senator and state representative to either start a new relationship or strengthen one already in place. We won’t ask you discuss the merits of current legislation – we want you to just chat with your members about issues that may affect your community or other pressing matters. Depending on what week you select, we will either sit in on a committee meeting or in the gallery to watch the action on the floor. Once we have finished all of our business at the Capitol, the OBA will take everyone to lunch to discuss the events of the morning.

This is our 20th year to have the program, and all legislators know there will be bankers at the Capitol on Tuesdays (and some Wednesdays), and we always have legislators asking when their bankers are going to visit. Everyone at the Capitol knows bankers are involved in the political process and they are watching how they vote. All of this success is because of the Contact Banker Program.

This program is meant for all employees at the bank. There is no cost to attend other than your time.  Please complete this registration form and send it to

Should you have any questions please don’t hesitate to contact Adrian Beverage ( / 405-424-5252).

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OBA education corner …

Still feeling stuffed from all that Valentine’s Day chocolate? Take a break to let that food coma run its course, and while you do, check out the upcoming education events at the OBA. Here’s a list of what’s coming up:

  • Top 10 Most Frequent Flood Issues, Feb. 25, webinar — Flood Insurance rules have changed continuously over the past few years. This webinar will cover topics such as: when flood insurance is required, how to determine the accurate amount of required insurance the borrower must purchase, what the purchase requirements are when multiple buildings are located on a property in a special flood hazard area, what steps should be taken if a flood hazard determination does not mirror the special flood hazard area dictated by the insurance company, etc.
  • Advanced TRID Compliance, Feb. 26, webinar — The TRID rules are complicated which can ultimately lead to errors and put your bank at risk. This webinar will point out the more complex areas and will also bring your attention to areas that are notorious for errors. Consider this webinar your “cheat sheet” to get you on the right track BEFORE your next examination.
  • Federal Benefit Payments Garnishment Requirements, Feb. 27, webinar — This webinar will provide general review of the requirements for processing garnishments and state tax levies under the rule.
  • Best Ever Compliance Checklist, March 2, webinar — We tend to think of Commercial Loans as being free of troublesome compliance requirements, but that simply is not accurate. In this webinar, Anne Lolley will present and explain her checklist for commercial loans.
  • Audit Report Writing, March 3, webinar — This highly specialized webinar offers a deep and useful toolbox of techniques that auditors can use when noting audit observations, drafting objective workpapers, and composing well-structured, detailed, and fluent audit reports.
  • Quarterly Compliance Briefing: 4-part Series (2020), March 3, webinar — Keeping up with changes and deadlines in the compliance area gets more complex every year. Now, we can assist you with that task. This series includes quarterly (4), two-hour webinars focused on the most recent changes to the compliance landscape.
  • The UCC for Lenders, March 4, webinar — Gain a thorough understanding of UCC secured lending transactions and how they work. This webinar provides a comprehensive overview, including perfecting security interests, documentation, filing, analysis of lien positions, common mistakes and more.
  • Lending to Municipalities, March 5, webinar — This webinar has been developed for banks and bankers who are aware of opportunities to serve their community through credit services to municipalities and other local government or quasi-governmental organizations (i.e. volunteer fire departments, emergency health care providers, political subdivisions, etc.).
  • Responsibilities of the Information Security Officer, March 10, webinar — Being the Information Security Officer for a financial institution is a big responsibility in today’s world of cyber threats and data breaches. This webinar is for those who are new to the role or have been the ISO for some time but want to review what is expected and how to be successful.
  • ACH Origination and Same Day Entries, March 11, webinar — Are you new to the operations area of the bank? Is ACH Origination a new product for you? Is it something you’re afraid of? Then this class is for you! We will discuss the benefits of ACH Origination for your bank and your customers. Who makes a good originator and then we’ll dive into Article II of the ACH Rules.
  • 2020 Branch Manager Workshop, March 11-12, Oklahoma City — This exciting workshop will focus on the next generation manager who will be leading the transition to customer relationship management and the skills that need to be developed to ensure they will exceed expectations and goals set for him or her. Participants will engage in discussions, small group activities, and skills practices to make sure ideas are shared and learning is entertaining and adopted.
  • 2020 Vendor Management Seminar, March 24, Oklahoma City — Susan Orr has assisted numerous institutions with developing their Outsourced Third Party Risk Management Program and will share her insights into developing an effective program in this full day seminar. We will do a deep dive into specifics of the Outsourced Third Party Risk Management Program and examiners expectations. Bring your Program so you can review it as we discuss what the Program should address.
  • Basic New Accounts Seminars, March 25-Oklahoma City; March 26-Tulsa — This program will provide an overview of state law requirements in the area of new accounts, plus federal requirements for beneficial ownership, disclosures, basic TIN compliance, CIP, anti-money laundering and deposit insurance.
  • 2020 Bank Directors Training Seminars, April 1-Tulsa; April 2-Oklahoma City —Informed and engaged bank directors are key for a community bank’s success. These sessions broach on compensation, evaluations, and strategic planning along with other timely issues facing bank managers and their boards. The workshop is designed to assist bank directors and executive management with carrying out their duties and responsibilities.

Are you interested in joining an OBA Board or Committee? Click here to complete the Committee Interest Form for 2020-2021. We would love for you to get involved!

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