Monday, October 19, 2020

Strategic Members COVID-19 Resource Page

This page will provide our members with valuable resources such as webinars, articles, and more, and will be updated with new information as we receive it.
Disclaimer: We are not affiliated with every organization and do not necessarily agree or disagree with any information provided.

In addition to resources below, please review the various offers from our strategic members in relation to COVID-19.

Deluxe has offered their assistance in acquiring items that are currently in high demand. Their corporate buying team is purchasing these items in bulk daily.

Below is a list of items currently in stock:

  • Hand sanitizer, gloves, face masks and face shields.
  • Disinfectant spray, disinfectant bathroom cleaners and disinfectant floor cleaners.
  • Teller line protection.
  • Branch/floor signage.
  • Pedal activated hand sanitizer stands.
  • COVID-PPE Consolidated Supplies_5-4-20

To place an order or receive more information, contact Stacia DeWitt-Hall.   Deluxe COVID-19 PPE Solutions

Office Depot

OBA-Office Depot Purchase Program Link:

Customer Service Phone: (888) 263-3423
Contact: Isaac Mares
Phone: (855) 337-6811 x 12878

Abrigo – PPP Forgiveness Automation

Banks funding Paycheck Protection Program (PPP) loans as part of the CARES act have come to the aid of their communities as they deal with the effects of the coronavirus. We at the OBA have received quite a few requests from our member banks for a recommendation on a Forgiveness & Reporting software provider to not have to do the process manually (whether 100 or 1,000 funded PPP loans), and ensure it’s actually done right. We our recommending the solution Abrigo (Sageworks) provides.  Abrigo is a strategic member of the Association, demonstrating a commitment to the industry and state.

Abrigo and the OBA together are having a special demonstration just for members of the OBA on Monday, June 15th at 2pm CT to see how the automation and technology can play a key role in helping our member banks manage the forgiveness process. Recorded link:

OBA members receive discounted pricing, please click the brochure AbrigoSBAPPPForgiveness-OBA-070620 for more information.

Contact: Laura Wahl
Mobile: (919) 906-5649

Compliance Alliance

Pandemic Planning for Banks – Pandemic Resources for Community Banks
Business continuity planning during pandemics must include compliance considerations at every level and in every department of the bank—the current COVID-19 crisis is no different. Compliance Alliance developed these tools for all banks across the United States – regardless of membership – for the challenging weeks ahead.

– Compliance Alliance:
– Review Alliance – VCO or Audit:
You can ask for any of these departments and any additional questions by PHONE (Main Line) at 888-353-3933. Please visit our website for more information:

Weekly Compliance Alliance PPP Huddle Registration:

REG Updates:
Final Rule on the Revised CECL Transition in the Capital Rule
Final Rule on the Definition of Eligible Retained Income in the Capital Rule
Consumer Financial Protection Bureau Requests Information on the Impact of the CARD Act Regulations on Small Entities and the Consumer Credit Card Market
Final Rule on the CBLR Transition Adjustments

Article: A Second Round of Stimulus Checks? August 17, 2020

Article: Foreclosure Protection- Where are We Now July 7, 2020

Article: Reopening Branch Lobbies June 9, 2020

PPP Flexibility Act of 2020 Webinar

PPP, PPPFA, and Next Steps Webinar: Thursday, June 25th at 2:30 CT. The Paycheck Protection Program is a living document — recent changes with the enactment of the Paycheck Protection Program Flexibility Act of 2020 as well as all the new Interim Final Rules and FAQs are altering the ways both lenders and borrowers are approaching the forgiveness process. This brief webinar will focus on those changes, what we know, and what remains unknown

New Free Tool’s:

NEW! PPP Forgiveness Resource Guide
COVID-19 CARES Act Stimulus Check FAQs
COVID-19 Reopening Cheat Sheet
COVID-19 Reopening Checklist
COVID-19 TRID and Rescission Interpretive Rule Summary

PPP Corporate Groups & Other Lenders Interim Final Rule Summary
PPP Nondiscrimination & Other Eligibility Criteria Interim Final Rule Summary

NEW! PPP Loan Forgiveness: What We Know (Webinar)
NEW! Reopening Your Branches: Protocols (Video)
NEW! Paycheck Protection Program Tracker
NEW! PPP Lender Reporting & Extension of Limited Safe Harbor Interim Final Rule Summary
NEW! PPP Loan Forgiveness Interim Final Rule Summary

NEW! June 17th PPP Huddle & FAQ
NEW! Paycheck Protection Program Revisions to Interim Final Rules #3 and #6 Summary
NEW! Paycheck Protection Program Flexibility Act Webinar

SBA PPP Loan Forgiveness Form – Fillable
PPP Loan Increases Interim Final Rule Summary
PPP Electric Cooperatives Final Rule Summary

Compliance Alliance Pandemic Resource Links:
Compliance Alliance- Pandemic Toolkit
Compliance Alliance-Pandemic Resource Links
Compliance Alliance-PPP Tools and Resource Page*


The Baker Group

The Baker Group takes the health and well being of our employees and clients seriously. Like you, we’re closely monitoring the quickly developing effects of the Coronavirus (COVID-19) pandemic. We want to assure you that The Baker Group takes our responsibilities seriously with respect to emergency preparedness. Please click here TBG_BCP_Disclosure to read more and to have a copy for your records.

The Baker Group’s Article: PPP Loans Modeling the Madness

Asset/Liability Management in Today’s COVID-19 World Webinar – Thursday, Sept. 24th, 10:20-11:45 *1.5 Hours of CPE Credits


BKD has created a new resource center to help disseminate important tax and accounting information for our clients and friends as we evaluate ways to mitigate the inevitable financial effects of the SARS-CoV-2 virus and the incidence of COVID-19 (Coronavirus). Please visit our website for more information:

BKD COVID-19 Webinar Series:

NFP Executive Benefits

Work From Home Tips to Support Employee Motivation, Productivity and Health

David Shoemaker and Ken Derks co-authored article “BOLI Carriers Prepare for COVID-19 Impact” was published on this week.

Crowe & Dunlevy 

The attorneys at Crowe & Dunlevy are committed to monitoring the rapidly evolving legal and policy developments related to the COVID-19 pandemic. This Resource Center serves as a guide to assist businesses and individuals affected during this unprecedented time.

Eide Bailly

We’ve created resources on the impact of COVID-19 on organizations and individuals and what you need to know moving forward. We’ve created resources on the impact of COVID-19 on organizations and individuals and what you need to know moving forward. Free Webinar: The Paycheck Protection Program – A Lender’s Guide to the PPP Flexibility Act at


Finastra is taking action to optimize business lending platforms for the CARES Act and PPP funding. If you’re a Fusion LaserPro user or interested in how to optimize your small business lending, visit

Finastra shares impact announcement for the Paycheck Protection Program and the important mission of supporting our community financial institutions and small businesses.

While COVID-19 brings uncertainty, it is times like these when community banks are often at their strongest, extending extraordinary measures to serve local communities.
Join us for this webinar to learn the impact the pandemic has had on the housing market and how community bank mortgage lenders can continue to meet mortgage needs even during this time of social distancing. Monday June 29, 2020 1:00pm-2:00pm ABA Webinar – Moving Forward with Mortgage
You’ll learn:
• Mortgage relief and the long-term impact
• Mortgage refinancing and the roller coaster ride
• The importance of data driven digital solutions
Click Here to Register for Finastra/ABA Webinar – Moving Forward with Mortgage


Haberfeld is actively assisting our community bank partners in navigating the COVID-19 pandemic by consulting on best practices to keep operations running as smoothly as possible as well as effective growth strategies during uncertain times. To learn more, please reach out to Preston Afrank or tune in to one of our upcoming complimentary webinars:
• Navigating Uncertainty: Creating a Path Forward (May 20th 1:00-2:00pm CT) – Register here
Haberfeld also recently published a white paper that outlines a prudent and actionable strategy that your bank can use now to move forward with certainty. Read “Navigating Uncertainty: Creating a Path Forward” here.


[Slideshare] The 5 biggest risks in lending today
Link The COVID-19 pandemic and resulting economic recession has created serious risks in today’s lending market. Check out this slideshare to learn how to turn them into opportunities for lucrative growth.

[Article] Take-Backs are vital to consumers during COVID-19 crisis
Link The COVID-19 pandemic has taken a major financial toll on every aspect of the economy, and borrowers are feeling that pain. That’s where Take-Backs are coming in handy. Read on to find out how they could help your consumers.


We’ve setup a COVID-19 Cybersecurity page to provide relevant business perspective on navigating this pandemic including planning financially, working remotely, helping your employees cope, and leading with excellence. A dozen or more resources are FREE – from remote work policies to data breach training and we will continuously add more updates and programs to protect all businesses during the pandemic.

McAfee & Taft

McAfee & Taft’s COVID-19 Resource Center contains an extensive collection of legal information, news and commentary in the form of attorney articles, updates, checklists and video alerts on a broad range of legal and business issues affecting both banks and bank clients.

Mortgage Investment Services Corporation

MISC is pleased to provide valuable information on the recent origination changes and restrictions to program guidelines due to COVID-19. Please join us on Wednesday, June 24th at 10:30AM for our free and convenient way to keep up with the ever changing guidelines!  Click here to join FNMA Guideline Changes due to COVID-19 Webinar. New documentation for self-employed borrowers, product restrictions and FNMA Forbearance guidelines.
Contact: Darren Stewart (913) 390-1010


PCBB’s top priorities are to ensure your business continues its operations and to maintain the health and safety of our employees. Visit our COVID-19 Resource Page

Piper Sandler & Co.

In today’s environment every day presents new challenges and opportunities. Piper Sandler shares insights and guidance during the COVID-19 pandemic. Please click Here to visit COVID-19 Insights.

Promontory Interfinancial Network

SUMMIT Financial Group

Webinar: Thursday, October 1, 2020 9:00 am to 10:00 am – Pandemics, Politics & Presidential Election: Investing in 2020.

WolfPAC Solutions

In response to the COVID-19 pandemic, WolfPAC Solutions offers the COVID-19 Resource Center-a one-stop resource portal with real-time updates, insights, and educational materials to help your organization minimize the outbreak’s impact, and to help you stay prepared for the future. If you need additional information, click on the “Get In Touch” button on our COVID-19 Resource Center or contact David Long, Southwest Regional Sales Manager at 817-235-9761 or email directly

Wolf’s PPP Loan Forgiveness Advisory Service is offering a new educational webinar for borrowers, which will help you provide that direction and support to your customers. The focus of the webinar is to help your borrower:
• Understand all qualifying expenses
• Avoid missing out on expenses that should be forgiven
• Meet requirements outlined by the SBA
• Get answers to pertinent, time-sensitive questions
• Provide a complete application package to limit the time incurred by your internal PPP forgiveness team


NON-Member Resources

InStore Design Display – contact Randy Edge or D: (816) 984-8965 M: (913) 961-3033

IDD PPE Brochure

PPDocs, Inc

Please visit our COVID-19 webpage at  We have created a FREE online platform for lenders to assemble and deliver SBA PPP loans for signatures. It includes a security enhanced version of DocuSign required for these loans. We don’t handle SBA loans as a practice, but we have the online platform and knew lenders would be needing help assembling and delivering the loans for borrower signatures. You can read more about it here: