Week of Jan. 21

In This Issue…

• OBA looking for in-house bank counsel for legislative review committee
• Register for OBA’s 2019 Contact Banker Program
• Registration open for 2019 Community Bankers Leadership & Senior Management Conference
• OBA education corner …

OBA looking in-house bank counsel for legislative review committee

The OBA is looking for in-house bank counsel to serve on and lend his or her services to a legislative review committee.

The committee will mainly operate January thru May, the same time period as the state legislative session.  The committee will review certain pieces of legislation to determine the impact it would have on day to day operations of a bank.

A majority of the correspondence will be done with conference calls or via email.  Please contact Adrian Beverage at adrian@oba.com if you are interested.

Back to top

Register for OBA’s 2019 Contact Banker Program

We have set the dates for the 2019 Contact Banker Program. Click here to find a sign-up form that has all the dates listed for this year’s program. We ask that you select what dates work best for you and send it your form to adrian@oba.com. Once we have the groups finalized, we will send an email confirmation of your date.

On the date that you select, there will be a short briefing before we start walking the halls of the state 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 you state senator and state representative to either start a new relationship or strengthen one that is already in place. We won’t ask that you discuss the merits of current legislation, we want you to just chat with your member 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 19th year to have this program and all legislators know that there will be bankers at the Capitol on Tuesdays, and we always have legislators asking when their bankers are going to visit. Everyone at the Capitol knows the bankers are involved in the political process and they are watching how they vote. All of that 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 adrian@oba.com.

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

Back to top

Registration open for 2019 Community Bankers Leadership and Senior Management Conference

The Oklahoma Bankers Association 2019 Community Bankers Leadership & Senior Management Conference is scheduled for April 7-9 at the Sheraton Grand at Wild Horse Pass in Phoenix, Arizona.

One of the key benefits in the conference will be talking with your peers. Attendees at the OBA 2019 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.

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!

Back to top

OBA education corner …

The dog days of winter are here. Wait … are there “dog days” in winter? If not, looking outside at the cold and gray makes on think there should be! One place you can stay warm is at OBA educational events – take note of the following:

• Accounting Essentials for Banks, Jan. 28, webinar — This webinar is designed to provide basic knowledge of how a bank records its financial transactions and compiles and communicates the information in its financial statements.
• Advertising Compliance, Jan. 30, webinar — Advertising is a unique situation for most banks in that several different regulations can all come into play for one, single ad.
• Dealing with Subpoenas, Summonses, Garnishments, Tax Levies, Etc., Jan. 31, webinar — On a daily basis, a financial institution is faced with having to comply with a multitude of legal documents that are served on it.
• Introduction to Internal Audit, Feb. 6, webinar — Understand the changing role of internal audit, how to effectively establish a risk-based internal audit function, and gain knowledge of internal controls.
• Reg. CC Proposed Changes, Feb. 7, webinar — This webinar will discuss completely revised teller procedures on holds and hold forms as well as new disclosures at new accounts to give at account opening.
• CRE Appraisals: Regs and Review Process, Feb. 11, webinar — This will give an overview of guidelines and issues critical to CRE appraisals.
• What to Do When a Customer Dies, Feb. 12, webinar — We’ll walk you through the complicated process of dealing with a customer’s death – both on the deposit side and the loan side, as well as unique issues when doing business with the decedent’s estate.
• CRA Nuts & Bolts – 5 Steps to Pass the Exam, Feb. 12, webinar — This webinar will focus on several simple steps to ensure a successful CRA exam outcome.
• 2019 CFO Conference, Feb. 27, Oklahoma City — The 2019 CFO & Financial Officers Conference is specifically designed to provide strategic insights and critical industry updates you need to lead your bank to success.
• 2019 OBA Commercial Lending School, March 3-8, Oklahoma City — The OBA Commercial Lending School is an intensive, one-week functional school designed for bankers with a basic understanding of credit and financial analysis. The school will demonstrate how to apply this knowledge in profitable commercial lending situations.

One education program, in particular, to be aware of is the OBA Intern Program. The Intern Program will again be active in 2019 and we’re looking for participating banks! For more information on this IMPORTANT program – important not only to aspiring students, but also to participating banks – Click here for more information or contact the OBA education department at (405) 424-5252!

Also, several scholarships are now available to bankers from OBA-member banks for various graduate schools of banking. Applications should be submitted to the OBA’s Janis Reeser by email (janis@oba.com), regular mail (643 N.E. 41st St., OKC, 73105) or fax (405-424-4518). The scholarship recipients will be selected and announced no later than April 22.

Back to top