Wednesday, July 24, 2024

Week of March 18

In This Issue…

From Adrian’s desk …

By Adrian Beverage
OBA President & CEO

Just some random tidbits that might be of interest to our bankers this week!

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I’m currently in our nation’s capital for the ABA Washington Summit. It’s a great opportunity to meet with regulators and legislators and hear from some interesting keynote speakers!

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Friday was a deadline day at our state Capitol, and it didn’t end without some interesting fireworks. Sen. Nathan Dahm (R-Broken Arrow) decided to filibuster the proceedings several times evidently in protest of Senate leadership not hearing enough bills from himself and others.

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Who says the NCAA doesn’t have a sense of humor?

Only days after Nebraska Athletic Director Trev Alberts bailed on his alma mater to take a similar position at Texas A&M, which sparked fury among Cornhusker fans, the NCAA turned around and not only paired the Nebraska men’s basketball team against A&M’s in the first round of the NCAA Tournament, but ALSO the women’s teams!

Even Alberts had to laugh a bit at the irony.

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OBA seeks general counsel; current legal staff still on duty to assist bankers!

The OBA is currently looking to fill the position of general counsel – our current legal staff remains available to assist our member bankers with their needs, however!

As we search, however, we wanted our bankers to know that Pauli and the rest of our compliance staff are standing by to continue their great service!

As for a new general counsel, the person hired for this position will work with the government relations team to evaluate current and proposed legislation. Additionally, the position will provide assistance to members, as well as serving as a speaker at Association events, on topics related to compliance and banking.  He/she will assist with development of products and services of benefit to the membership as well as articles for Association publications.

Interested individuals should submit their resume and compensation requirements to Adrian Beverage, president and CEO, via email (

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Bankers’ Night Out programs ready for spring

The dates for the OBA Bankers’ Night Out programs have been finalized. Mark your calendar for the date of the program that’s in your area of the state and plan to attend. Bring your coworkers with you so that everyone can be up to speed on the most recent developments affecting their job. In addition to state and federal legislative updates, the program will include a discussion on the recent developments in your industry.

As in the past, the schedule for each of these meetings is:

5:30 p.m. – Drinks
6:15 p.m. – Program
7 p.m. – Dinner

PRE-REGISTRATION IS REQUIRED. The cost is $50 per person. Click here for a registration form or register online using the links below.

Locations and dates for this year’s events are:

Click here to access sponsorship information. Please contact Thi Pham ( for sponsorship questions.

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OBA welcomes 50-Year Club nominations

The OBA is proud to promote the recognition of bankers who have devoted 50 or more years of service to the banking industry. All eligible nominees will be honored at the 2024 OBA Convention on May 13-15 at the Skirvin-Hilton in Oklahoma City. Click here to download a nomination form. If you have any questions, please contact Janis Reeser at 405-424-5252 or

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OBA education corner …

It’s spring break for most schools this week! It hearkens back to a time when we were all in college and when MTV actually played music videos.  While reminiscing, take a little the time to check out our upcoming continuing education opportunities!

  • Opening Business Accounts, March 26-Oklahoma City, March 27-Tulsa — In this evening seminar, participants gain confidence and a clear understanding of the regulatory, compliance, documentation and state law requirements for opening business accounts.
  • ACH Rules Update, March 28, webinar — The ACH Rules continue to evolve. In this webinar, you’ll get expert insights into what’s changed and what changes are coming so you can help your financial institution remain compliant.
  • 10 Ways to Prevent New Account Fraud, April 2, webinar — Fraud is on the rise! In this webinar, new account personnel will learn to detect and prevent many of these frauds from the beginning.
  • Best-Ever Compliance Checklists for Consumer Loans, April 2, webinar — These colorful and easy-to-use checklists are designed to chronologically lead lenders and processors through the various lending compliance requirements.
  • CRA Modernization, April 2-Tulsa, April 3-Oklahoma City — This comprehensive seminar is designed to demystify the changes to CRA and provide a pathway to compliance with CRA Modernization’s final rule.
  • Marketing & Advertising Compliance – 3-Part Series April 5, webinar — Regulator and examiner attention to financial services advertising and marketing efforts is at an all-time high. Join us for a comprehensive look at the current requirements, and take away practical recommendations for staying in compliance.
  • Understanding Dormant Accounts and the Escheatment Process, April 9, webinar — Dormant accounts often take a backseat to more pressing compliance matters until that one time each year comes when you are required to report this inactivity and transfer any assets to your state through the escheatment process.
  • 2024 BSA Fundamentals, April 16-Tulsa, April 17-Oklahoma City — This workshop will provide current, updated tools, techniques, and “real world” examples for learning the critical components of a BSA/ AML program.
  • 2024 Frontline Excellence (formerly known as “Essential Teller Issues”), April 22-Oklahoma City, April 23-Tulsa, April 24-Enid — This program serves as an important reminder about the significance of their role, serving as the CEOs of the customer experience and reinforcing the importance of their actions and reactions as a reputation builder for your brand.
  • 2024 Spring Human Resources Seminar, April 25, Oklahoma City — In this seminar we will discuss the latest in federal and state regulations including AI and how it is affecting many HR processes.
  • Loan Assistant and Loan Processors Workshop, April 30-Tulsa, May 1-Oklahoma City —  This workshop is designed to provide lending knowledge and administrative effectiveness of one of the most important positions in a community bank’s lending staff: the loan assistant/loan processor.

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