2020 Senior Management Forum - Bellagio Resort Las Vegas - April 5-7, 2020 - OKLAHOMA BANKERS ASSOCIATION - Oklahoma ...
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O K L A H O M A B A N K E R S A S S O C I A T I O N 2020 Senior Management Forum Bellagio Resort Las Vegas – April 5-7, 2020
Schedule
Sunday, April 5
6:00 p.m. Reception & Registration(dinner on your own)
Sponsor: Verge Network Solutions
Monday, April 6
7:30-8:00 a.m. Networking Breakfast
Sponsor: Crowe & Dunlevy Banking & Financial Institution Group
8:00– 9:45 a.m. Quality of High Performing Banks:
•David Kemp, Bankers Management, Inc. – Atlanta
9:45– 10:00 a.m. morning break
Sponsor: Fenimore, Kay, Harrison & Ford
10:00-11:00 a.m. Digital Do’s and Don’ts:
• Jeff Dunnahoo, RSM – Houston
11:05-11:45 a.m.
CECL Update: Where Do We Go From Here?
• Doug Van Meter, BKD – Oklahoma City
• Geron Morgan, BKD – Oklahoma City
1 p.m. Golf: Individual Play at Rio Secco Golf Club
1:00-3:30 pm Food Tour
Tuesday, April 7
7:45-8:15 a.m. Breakfast and Golf Prizes
8:15-9:15 a.m. Legal/Regulatory Update:
•McAfee & Taft – Oklahoma City
9:30-10:30 a.m. Taking the Right Kind of Risk:
• Bart Smith, Performance Trust – Dallas
10:30 - 10:45 a.m. morning break
Sponsor: McAfee & Taft
10:45-11:45 a.m. Survival of the Fittest: Top 10 Strategies to Prevent Your Bank from the
Endangered Species List:
•Chet Fenimore, Fenimore, Kay, Harrison & Ford – Austin
1 p.m. Golf: Scramble Play at Lexington Golf Course
*Schedule subject to minor changes.Leadership
gy Sessions
Strate
Future Of Community Banking Taking the Right Kind of Risk
Bart Smith, Performance Trust – Dallas
David Kemp, Bankers Management, Inc.– Atlanta
Risk-taking is essential to value creation in any
Banks and bankers have survived the worst of the organization. Unfortunately, regulatory, accounting,
financial meltdown, now we must turn our attention to and legislative constraints can often lead to risk
the relationship between satisfied customers and happy aversion and weak long-term performance. In
shareholders. We have observed that the best managed this session, Bart Smith will provide an update of
banks in the country are also the top performing banks. upcoming rule changes and share insights on how
The banks with superior value added for shareholders bank managers can tackle these changes, take
share five qualities that separate them from the pack. They appropriate risk positions, and continue to generate
begin with an unwavering customer focus and end with an optimal performance positions for their institutions.
independent active Board of Directors. The greatest single
challenge facing community banks may be the acquisition
and development of Human Resources. The goal of this
presentation is to provide ideas that will move you to the Survival of the Fittest: The Top 10 Strategies
top of the market. to Prevent Your Bank From Going on the
Endangered Species List
Digital Do’s and Don’ts
Chet Fenimore, Fenimore,Kay,Harrison & Ford – Austin
Jeff Dunnahoo , RSM – Houston Community banks are now on the endangered
Digital Transformation can mean something different to species list. Effective strategic planning and
every organization. This session will share stories, best succession planning are the only way to ensure
practices and real-world examples about how to make your your bank does not go from endangered to
bank more digital successful – through your people and extinct. The risk of complacency for community
processes, not just technology. banks is our industry’s greatest challenge and
the failure to adopt a viable plan exposes banks
to threats from all angles from disgruntled
CECL-Where Do We Go From Here? shareholders to regulators. Don’t miss this
powerful closing session!
Doug Van Meter, BKD – Oklahoma City
Geron Morgan, BKD – Oklahoma City
This session is intended to assist executive management
move beyond an understanding of the current expected
loss model (CECL) standard to formulate expectations for
implementation. The presentation and discussion will
cover recent CECL implementation challenges, results and Food Tour
best practices by larger SEC companies and thoughts for
community banks whom face challenges due to limited
resources. We will also discuss regulatory expectations
and baseline concepts to assist in formulating successful
implementation within a manageable framework. Take this opportunity to visit 3 of Vegas’ highly
acclaimed restaurants in just one outing! No
lines. No hassles with reservations. Receive
immediate seating and service like a VIP. Each
Legal/Regulatory Update stop offers a unique dining adventure designed
for the ultimate in fun and interaction. Fee
McAfee & Taft– Oklahoma City includes food, tips, and gratuity.
Bankers continually face legal and regulatory challenges. This Cost: $165 per person
session will focus on the latest issues and concerns facing
Oklahoma bankers.2020 S EN I O R M A N AG EM EN T FO RU M
REGISTRATION FORM
BELLAGIO HOTEL
Las Vegas, NV
Early Bird Registration: Banker - $700 Regular Registration: Banker - $750
Guest - Complimentary Guest - Complimentary
* To qualify, you must enroll by Feb. 15, 2020. * Registration deadline is March 13, 2020.
Emerging Leaders Registration: Banker - $475
Guest - Complimentary
* To qualify, you must be a member of the OBA’s Emerging Leaders Program.
Name ________________________________ Badge Name _____________________________
Title _________________________________________________________________________
Bank Name ___________________________________________________________________
P.O. Box _________________ City ___________________ State _________ Zip_____________
Phone _________________________________ Fax_____________Cell___________________
Email ________________________________________________________________________
Guest Name _____________________ Badge Name ___________________________
RESERVATIONS
Room rates: $149 - April 5-7(rate does not reflect taxes and $37 resort fee)(Room rate April 4 is $219)
Reservations: Call the Bellagio at 1-702-693-7111.
** To make online reservations please go to the link on the OBA website brochure.
** Must identify you are with the Oklahoma Bankers Association 2020 Community Bankers Leadership Senior Management**
** Reservation deadline: March 13, 2020
**Hotel 3 Day Cancellation: Cancellations within 72 hours of scheduled arrival will be responsible for the room rate,
resort fee, plus tax for one night. Remaining nights will be canceled.
GOLF
Monday, April 6: Monday’s Golf Tournament: Individual Play: Rio Secco Golf Club.
Tuesday, April 7: Tuesday’s Scramble: Lexington Golf Course.
My handicap: _____________________________ Guest Handicap: ____________________________
By contract, the OBA pays all tee times in advance. No refunds given if you sign up and choose not to play.
Golf fees include green fees, lunch and transportation. Golf-related questions should be directed to
tournament director, Adrian Beverage, at adrian@oba.com.
For questions about the conference, please contact Janis Reeser at janisr@oba.com or
405-424-5252.
(OVER)REGISTRATION FORM CONTINUED
PAYMENT
Registration fee for Banker $ _______________________________
Registration fee for Guest $ _______________0_______________
Golf Fees:
Golf Day 1 _____________ ($225) $ _______________________________
Golf Club Rental ($75) $ _______________________________
Golf Day 2 _____________ ($195) $ _______________________________
Golf Club Rental ($65) $ _______________________________
Food Tour ($165 per person) $ _______________________________
Total Registration Fee $ _______________________________
_____ Bill to my credit card Card Number __________________________________________
_____ Visa Expiration Date ___________________________CVC#________
_____ Mastercard
_____ My check is enclosed
Signature (required) __________________________________
REQUESTS FOR GOLF PAIRINGS
Day 1
_________________________________________, __________________________________,
_________________________________________, ___________________________________
Day 2
_________________________________________, __________________________________,
_________________________________________, ___________________________________
Cancellation requests must be in writing and received by the close of business
March 13, 2020. Cancellations submitted after March 13 are no longer eligible for refunds.
However, substitutions can be made.
Please mail registration forms and payment to:
Oklahoma Bankers Association
2020 Senior Management Forum
P.O. Box 960173
Oklahoma City, OK 73196-0173
The OBA now has a secure fax line to be used for sending registration forms with credit card payments.
For security reasons, if you pay by credit card, please fax your form to 405-604-9545 or secure e-mail:
secure@oba.comThank you to our sponsors!
Gold Level
The Bankers Bank
Silver Level
Bronze Level
NFP Executive Benefits
Haberfeld Associates
Conference Sponsors
Welcome Reception Verge Network Solutions
Monday Breakfast Crowe & Dunlevy Banking & Financial Institution Group
Monday Morning Break Fenimore, Kay, Harrison & Ford
Tuesday Morning Break McAfee & Taft P.C.
Golf Sponsors
Monday Box Lunches Performance Trust
Monday Beverage Cart BKD CPAs & Advisors
Monday Golf Winner’s Trophy First Life and Casualty Re-Insurance Co.LTD
Tuesday Box Lunches Eide Bailly
General Sponsor
American Bankers Association
FHLB Topeka
Sponsors as of December 18, 2019. Additional sponsorships are still available.
Contact Thi Pham at thi@oba.com for more information!You can also read
