Oklahoma Bankers Association We make bankers better!
In This Issue…
- From Adrian’s desk …
- Oklahoman appointed to CDFI board
- ‘Thank you’, from the OBA Compliance School Board chair …
- OBA Emerging Leaders Academy accepting applications – deadline approaching
- Enroll now for OBA Consumer Lending School
- 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 today, headed south to Austin, Texas, for a meeting of the National Association of Banking Advocates. It should be an insightful get-together, but I am hoping to get down there before the infamous Austin traffic swallows me whole at rush hour!
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As a football fan, I found the news that the NFL’s Washington Commanders had sold the naming rights to its stadium to a credit union rather distasteful. ABA President and CEO Rob Nichols obviously agrees with my sentiment, as he wrote a scathing letter to the editor in the Washington Post last week. The Post is behind a paywall, so if you don’t have a subscription, you can read the gist of the letter here.
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Getting closer! We’re double-nickel days away!
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That was fun on Saturday! My ‘Huskers remain undefeated with a creaming of Colorado, and have moved into the top 25 poll for the first time since 2019! What a time to be alive, and to wear the red and white of Nebraska!
Oklahoman appointed to CDFI board
An Oklahoma banker was named, on Friday, to join the Community Development Advisory Board, which advises the Community Development Financial Institutions Fund on policies regarding its activities and programs.
Hulbert banker Susan Chapman Plumb, chair and CEO of Local Bank, in Hulbert, was one of four new appointees. She joins the 15-member board, which is appointed by President Joe Biden.
“I am pleased to congratulate and welcome this esteemed group of professionals who share the CDFI Fund’s vision of an America in which all people and communities have access to the investment capital and financial services they need to prosper,” said CDFI Fund Director Pravina Raghavan.
‘Thank you’, from the OBA Compliance School Board chair …
By Kathryn Ivey
OBA Compliance School Board Chair
I would like to give my sincerest thanks to the 2024-25 OBA Compliance School Board members.
This year, each board member rallied around our biggest project and made it a tremendous success. Without all of your hard work and willingness to make a difference, the OBA Compliance School would not have been what it was. Your passion and dedication are appreciated and did not go unnoticed. I look forward to working with you all next year. It was truly my pleasure to serve as the chair this year.
——- Kathryn
OBA Emerging Leaders Academy accepting applications – deadline approaching!
Take note the OBA 2024-25 Emerging Leaders Academy is currently accepting applications, with the deadline fast approaching on Sept. 16.
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.
Enroll now for OBA Consumer Lending School
Consumer credit is one of the highest profile and most diverse operations in a bank. Specialists in the field need knowledge that runs both broad and deep.
It’s for these reasons the OBA Consumer Lending School can be an invaluable resource for your bank!
The 2024 version of the school is currently enrolling, but the deadline of Sept. 20 is approaching fast! The school is designed for consumer lenders, credit administration personnel, loan assistants and others who are involved in consumer lending. Inexperienced lenders benefit from the program’s broad curriculum. Enrollment is limited to 60 students, so get yours and your co-workers in as soon as possible!
Contact the OBA education department if you have any questions!
OBA education corner …
These cool mornings the past few days might make someone think autumn is here. Well, we hate to break it to you, but near-100-degree temperatures await this weekend! So, put some sunscreen on, break out the swimsuit and pretend like we’re still knee deep in the dog days, while remembering we really only have a few short weeks to go before the fall season REALLY gets here. While dreaming of pumpkin-spiced whatever, check out some upcoming continuing education opportunities available from the OBA!
- Avoiding Check Fraud Liability: From Prevention to Loss Allocation, Sept. 19, webinar — This webinar provides attendees with tips to avoid check fraud losses, as well as an overview of the laws that apply to loss allocation when check fraud occurs.
- Marketing and Advertising Compliance All-Day Streaming, Sept. 20, webinar — In this day and age of UDAP/UDAAP, it’s clear that how you say what you say in your advertisements is just as important as what you say.
- Beneficial Ownership Update for Customers Service Representatives, Sept. 20, webinar — Catch your front-line branch staff and lending teams up on BOI.
- Real Estate Lending Compliance Seminar, Sept. 24-25, Oklahoma City — The program provides an overview of the real estate lending requirements from 10 regulations, along with comprehensive coverage of selected topics, policy suggestions, employee training tips, audit techniques and steps to eliminate past problems.
- Digital Banking Issues – What are the Compliance Requirements?, Sept. 25, webinar — We are seeing a rapid shift in the way financial institutions interact with their customers and conduct business to a more remote, online delivery model.
- Deposit Regulation Study: Dive Into 10 Regulations – 4-Part Series, Sept. 25-27, Oct. 1, webinar — Are you in compliance on the deposit side? During this study, we will make our way through 10 regulations and begin to understand who they apply to, how you can stay in compliance and how to maintain clean operations.
- Fraudulent Cashier’s Checks: Best Practices for Avoiding Losses, Sept. 26, webinar — Learn about the unique risk cashier’s checks pose to banks and the best practices for limiting losses when processing these transactions.
- 2024 BSA: AML/CFT Compliance Update, Oct. 22-Oklahoma City; Oct. 23-Tulsa — This program not only helps you stay ahead of current trends but also ensures you meet the annual training requirements mandated by BSA regulations.