Oklahoma Bankers Association We make bankers better!
In This Issue…
- From Adrian’s desk …
- OBA Emerging Leaders Academy accepting applications
- Oklahoma Bankers Hall of Fame accepting nominations for 2024
- OBA Washington Visit just around the corner: Join your peers in D.C. this fall!
- OBA education corner …
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 on the road in southern Oklahoma today! Depending on timing, I’ll have a tough choice on where to eat lunch in this part of the state because it boasts some of my favorite restaurants.
Speaking of, I graciously welcome “good eats” recommendations. A major perk of visiting bankers is finding the delicious food options in your communities. Send those local spots my way, and I hope to take you to lunch the next time I’m visiting!
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On July 15, the Oklahoma Senate announced Senator Lonnie Paxton (R-Tuttle) as the President Pro Tempore-Designee. The Senate Republican caucus met Monday afternoon (July 15) to elect Sen. Paxton, and they will confirm this vote once more after the November elections. The OBA has an existing relationship with Sen. Paxton, and we look forward to working with him.
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Before I departed the OBA office, Megan McGuire sent me with a stack of 2024 OBA Washington Visit registration forms and 2024-25 Emerging Leaders Academy applications. I’ll talk about both on my visits today, and I also strongly urge all of you to consider joining us in D.C. this fall and also consider having someone from your bank apply to the Academy.
OBA Emerging Leaders Academy accepting applications
Take note the OBA 2024-25 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. 6, Dec. 5, Jan. 24, Feb. 26, March 28, April 25. Graduation will take place in May 2025 at the OBA Annual Convention.
Click here to apply! Also, for more information, please contact Megan McGuire at (405) 424-5252 or megan@oba.com.
Oklahoma Bankers Hall of Fame accepting nominations for 2024
The Oklahoma Bankers Hall of Fame is now accepting nominations for the upcoming 2024 class; additionally, a reminder the process of selecting inductees was updated for last year.
First, for those interested in nominating a banker, here are some downloadable forms linked below – please return all nominations to Adrian Beverage (adrian@oba.com):
If a person was nominated previously, it is not necessary to re-nominate them – they will remain in consideration. Updates to their bio, letters of recommendation, etc., however, are always welcomed.
Second, as mentioned, a new process for selecting the inductees to each class was instituted in 2023. After discussion with leadership at the Oklahoma Hall of Fame about its processes, and learning about other methods from other organizations, the induction procedure for the Oklahoma Bankers Hall of Fame has been updated.
After all nominations have been received by OBA President and CEO Adrian Beverage, he will forward those nominees to the OBA chair (currently, Alicia Wade), who will convene a committee of 11 individuals in September to select the inductees. These 11 individuals will be made up of the OBA’s Executive Committee, who will join a banker selected by the OBA chair from each of the OBA’s six geographical groups, as well as the chair of the OBA Emerging Leaders Division. The specific committee members will be completely anonymous to everyone outside of the current OBA chair.
These committee members will select the final inductees from the group of nominees given. They will also discuss any possible posthumous inductees who may have not been nominated.
Once the inductees have been selected, the OBA chair will inform Beverage and notification and preparations will be made by the OBA staff for the induction ceremony, which will be held this year in December at the Oklahoma History Center in Oklahoma City.
Following the 2024 selections, the current selection committee will immediately disband and a new committee will be picked the following year by the next OBA chair. Aside from the OBA chair and executive committee, the selection committee will remain anonymous with only the other committee members from that specific year knowing their identities.
OBA Washington Visit just around the corner: Join your peers in D.C. this fall!
The OBA’s Annual Washington Visit has been scheduled for Sept. 22-24 and the hotel will be The Mayflower Hotel.
Click here to view the brochure. If you have any questions, contact Megan McGuire at the OBA.
We are still finalizing the detailed schedule but we historically meet with the following: ABA, Federal Reserve, FinCEN, Consumer Financial Protection Bureau, FDIC, OCC, Treasury and the Oklahoma delegation.
Login to register online or submit the registration form available in the brochure.
We had 100 Oklahomans in D.C. in 2023, and we are aiming for even more in 2024!
OBA education corner …
The 2024 Summer Olympic Games kick off next week! What is your favorite Olympic moment? The man in the golden shoes captured my vote back in 1996. Enjoy the games and take advantage of these upcoming OBA education opportunities:
- Compliance Requirements for Records Management and Retention, July 24, webinar — Review of the critical compliance requirements for record retention, and formulating and maintaining an effective records management program.
- Do’s and Don’ts on Checks, July 30, webinar — This webinar will benefit tellers, head tellers, cashiers, managers, branch operations, officers who approve checks and deposit representatives who work with checks and deposits.
- FedNow Risk Assessments: What You Should Know, Aug. 1, webinar — This comprehensive session will navigate through the complexities of real-time payment systems, spotlighting the strategies and frameworks necessary for identifying, analyzing and mitigating risks.
- 2024 New Accounts Documentation and Compliance, Aug. 14-Tulsa; Aug. 15-Oklahoma City — This full-day program is one of the country’s most comprehensive seminars on opening deposit accounts. The session answers many of the complicated questions customers and employees ask.
- 2024 Basic Banking School, Sept. 16-19, Oklahoma City — The school is designed to introduce students to basic banking concepts as they relate to the overall functioning of a bank. This school is designed to address the educational needs of new bank employees, management trainees, employees with limited or specialized banking experience and soon-to-be-promoted employees.
Additionally, there are several schools that take place during the second half of the year, including , Consumer Lending, Basic Banking and Operations. Get on the list for registration info on these schools as soon as it’s released!