Wednesday, September 15, 2021

Week of Sept. 21

In This Issue…

Check out OBA’s Strategic Members COVID-19 Resource Page

To help our member banks have access to as many resources as possible during the COVID-19 pandemic, the OBA is collecting information from our strategic members and other affiliated businesses that are providing important information and help.

Click here to visit the page on the OBA website. And if you’re a strategic member and would like to have your own information listed, send an email to Thi ( at the OBA!

Back to top

OBA Oktoberfest Golf Tournament set for Oct. 5

Has 2020 been a little bit rough? Well here’s your chance to get out of the rough and onto the green!

Show off your golfing skills or simply join your banking peers as a social registrant at the 2020 OBA Oktoberfest Golf Tournament on Oct. 5 at River Oaks Golf Club in Edmond.

The tournament fee is $150 and the registration deadline is Sept. 30. The tournament will begin with registration and a continental breakfast. Immediately following the tournament, we will hold an awards ceremony and provide lunch for the players. Sign up now to reserve your spot. We hope to see you on the course! Not golfing? Join your banking peers as a social attendee for lunch (served outside), refreshments and fellowship on the patio. Social attendee registration fee is $50.

Click here for more details and to access the registration form. Questions? Contact Adrian Beverage or Megan McGuire. If you are interested in sponsorship opportunities, contact Thi Pham.

Tournament Schedule
9 a.m. – Registration & Continental Breakfast
10 a.m. – Shotgun Start
Immediately Following Golf – Lunch & Awards

Back to top

Answer leadership’s call: OBA Emerging Leaders Academy application deadline approaching

Take note the OBA 2020-21 Emerging Leaders Academy is currently accepting applications.

We’re looking for the best and brightest bankers who seek to sharpen their leadership skills. The Academy will help you reach new heights with powerful speakers offering information leaders need for effectively maneuvering in today’s business climate. Each session helps participants become true leaders by understanding those around you through non-traditional methods.

The OBA extends an invitation to any employee of a bank that is a member of the OBA to apply. A panel of bankers will review the applicants and choose those accepted into the Academy (maximum 30 bankers). Participants must attend all sessions to successfully graduate from the program.

There are six sessions to the Academy: Nov. 4, Dec. 10, Jan. 22, Feb. 23, March 26, April 30. Graduation will take place in May 2021 at the OBA Annual Convention.

Click here for more information or to apply! For more information, please contact Megan McGuire at (405) 424-5252 or

Back to top

OBA education corner …

The first day of fall is upon us! Temperatures are dropping, and so are some live OBA education events in the near future. Look for those coming up soon. You can also download a flyer highlighting upcoming webinars by clicking here, or just peruse below for those coming soon!

NOTE: Effective March 16, and until further notice, TTS (our webinar provider) has extended the OnDemand access period for all ‘Live Plus Five (Days)’ registrants to 60 days (versus five business days). Also, they are waiving the $75 per location fee for additional locations.

  • Virtual Essential Teller Issues Seminar, Sept. 28, Sept. 29, virtual seminars — The program zeroes in on six modules that remind your tellers of the importance of what they do, how they do it, what they say, and how they deliver customer service.
  • HR Basics for Supervisors, Sept. 30, webinar — This webinar will review HR legal basics for managers and give them practical tools to avoid HR legal issues.
  • BSA/AML & OFAC Compliance, Part 1, Oct. 1, webinar — In Part 1, we’ll discuss the Bank Secrecy Act provisions in general, including program requirements, risk assessments, CTRs, SARs, and the Beneficial Owner provisions, among other things.
  • Being Strategic with Base Compensation for Non-Executive Positions, Oct. 1, webinar — Our focus in this session is on helping HR professionals sort through some of the compensation-related challenges they may encounter.
  • Dealing with Subpoenas, Summonses, Garnishments, Tax Levies, Etc., Oct. 1, webinar — This webinar will provide attendees with the best practices and red flags for dealing with the various legal documents served upon financial institutions. This webinar does NOT discuss the procedures mandated by particular state laws.
  • Loan Documentation 101: Basic Secured Loan Documentation, Oct. 5, webinar — Learn about basic loan documentation principles and practices under Revised Article 9 for collateral.
  • Loan Documentation 101: Lien Perfection, Business Collateral, Oct. 6, webinar — Learn about specific classifications of collateral and language description requirements for UCC-1s and security agreements.
  • Performing Your ACH Audit and Tips for Your Risk Assessment, Oct. 7, webinar — Spend this webinar with an ACH Auditor and hear what she looks for when performing the ACH Audit and ACH Risk Assessment.
  • 2020 Virtual Universal Banker Seminar, Oct. 14, Oct. 15, virtual seminars — This two-day program focuses on the essentials for today’s universal banker in providing exceptional service, making referrals, and building profitable relationships from millennials to baby boomers.
  • 2020 Advanced New Accounts Seminar, Oct. 20, Tulsa — This program will get you up to speed on both practical and legal requirements for opening and documenting various types of non-basic new accounts.
  • Virtual Real Estate Lending Compliance Seminar, Oct. 27-28, virtual seminar — The program provides an overview of the real estate lending requirements from 10 regulations, along with comprehensive coverage of selected topics, policy suggestions, employee training tips, audit techniques and steps to eliminate past problems.
  • Virtual Fair Lending Seminar, Oct. 29, virtual seminar — This information-packed seminar provides the refresher on the basic concepts of fair lending.
  • IRA Basics Seminar, Nov. 3-4, Tulsa, Nov. 5-6, Oklahoma City — Whether you are looking to gain basic knowledge of IRAs, raise your comfort level or sharpen your skills with the most up-to-date rules and regulations, this two day format will cover everything!
  • 2020 Operations School, Nov. 16-20, Oklahoma City — The Oklahoma Bankers Association’s Operations School is designed to prepare junior-level officers to mid-level operations managers to manage effectively and efficiently an operations function within a bank.

Back to top