(Subject to change)
This year we're excited to present an agenda packed with fantastic keynote speakers and educational sessions on industry hot topics:
Tuesday, August 10th
8:00-10:00 AM — Board & Committees Meetings
11:00 AM-5:00 PM — 2021 Annual Golf Outing at Jefferson Golf & Country Club
Join our Annual Golf Outing for a great time of networking, team competitions, food & drinks, and more at the Jefferson Golf & Country Club! A distinct characteristic of this year's course is the diversity of the front and back nine holes. The front (Heathland) nine is reminiscent of old, Scottish links distinguished by undulating mounds and sweeping, fescue grasses blowing in the wind. The back (Woodland) nine represents more traditional, American-style courses characterized by dense woods and dramatic, rolling terrain.
7:00-10:00 PM — Welcome Reception at Pins Mechanical Co.
We'll kick off this year's convention at the brand new Pins Mechanical Co. at Easton! Come enjoy food & drinks and a lively atmosphere while trying your skill at foosball, pinball, duckpin, ping pong, bocce ball, arcade games and more!
Wednesday, August 11th
8:00-9:00 AM — Registration & Breakfast
9:00-9:15 AM — Convention Opening
9:15-10:30 AM — Keynote Session: Yes Is The Answer, What Is The Question? – Cameron Mitchell, Founder of Cameron Mitchell Restaurants
Live interview with Mindy Drayer, Radio Talk Show Co-Host on News Radio 610 WTVN
Cameron Mitchell’s “dish room to board room story” began in Columbus, Ohio when he was a 16-year-old troubled teen who failed at school and got a job as a dishwasher at a local steakhouse. Two years later when he was working as line cook during a chaotic shift change, he had an epiphany. He realized he loved the restaurant business and set out to make it his lifelong career.
10:30-10:40 AM — Exhibit Hall Grand Opening
10:40 AM-Noon — Exhibit Hall / Networking Break
Noon-1:30 PM — Exhibitor & Sponsor Luncheon
1:30-2:30 PM — Breakout Sessions:
The Three-Legged Stool of Privacy, Data Security, and Vendor Management — Stephanie Lyon, JD, NCCO, NCRM, NCBSO, CAMS, Director of Compliance, Ncontracts
Your community bank is doing everything it can to protect consumer data, but what about your third-party vendors? With cyber breaches on the rise and a confusing patchwork of state, federal, and international privacy laws to contend with, it’s essential to have a game plan for managing privacy, data security, and vendor management at an enterprise level. This session will dive into best practices and strategies for managing and mitigating the risk of third-party vendors exposing your sensitive data. It only takes one data incident to damage your community bank’s reputation. Join us as we delve into the intersection of privacy, data security, and vendor management and highlight ways to help protect and manage vendor data privacy.
Banking On It: Designing Your Branch Outlook for the Next Decade — Jeff Klump, President & Jack Neu, Business Director of K4 Architecture + Design
The impact of digital transformation in the financial industry and the events of the global pandemic have led community banks to reimagine their branch strategies for operational and staffing efficiencies; combined with additional concerns for retaining and attracting top talent, as well as maintaining their current customer base. Looking forward, K4 will discuss their branch outlook for the next decade and why branches will continue to serve very important roles for both community banks and the communities they serve. A strong branch presence is still very much a necessity for success, growth, community development, and prosperity.
2:30-3:00 PM — Exhibit Hall / Networking Break
3:00-4:30 PM — Succession Planning: Addressing Management, Board, and Shareholder Succession – Heather Archer Eastep, Partner, Hunton Andrews Kurth
Most community banks provide for a business plan that touches on SWOT analysis (strengths, weaknesses, opportunities and threats) and then discusses a couple of initiatives for the new year. Those business plans miss key issues for keeping a bank independent. This presentation will delve into strategies for management and board succession, as well as ownership options in order for a bank to have the flexibility to decide to remain independent.
5:00-6:00 PM – Exhibitor & Sponsor Appreciation Cocktail Hour
6:00-7:30 PM — CBAO FED PAC Silent Auction
7:30-10:00 PM — Community Banking Celebration: Casino Night!
Try your luck at Roulette, Craps, Blackjack, horseracing, poker tables and more! Greenscreen photo ops, food & drinks, and an evening full of fun... you won't want to miss this event!
10:00-11:30 PM — CBAO Private Bar
Thursday, August 12th
7:00-8:00 AM — Registration & Breakfast
8:00-9:30 AM — Keynote Session: Clarify Your Message So Customers Will Listen: How the Power of Story Can Grow Your Community Bank – Kristin Spiotto, StoryBrand
Most leaders, marketers, salespeople and managers struggle to explain what they do. It's not because they aren't smart, hard-working or likable, it's because they aren't communicating clearly. StoryBrand helps companies understand what customers are looking for so they can tell their story in such a way people listen. The human brain is drawn to CLARITY and away from confusion. If customers are confused about what you offer, they'll look past you for somebody who can say it clearly. Once you clarify your message, your company will begin to grow.
9:30-11:00 AM — Exhibit Hall / Networking Break
11:00 AM-1:00 PM — Lunch Around Easton
1:00-2:30 PM — Ten Strategies for Maintaining Independence – Philip Smith, President, Gerrish Smith Tuck Consultants and Attorneys
This fast-paced session will present the tools every bank needs to plan and prepare for independence in the future, including ten fundamental strategies for remaining an independent community bank in a consolidating environment. In this session, learn about the necessity of being proactive, setting forth a strategy of independence, focusing on core profitability, ensuring optimal organizational structure, appropriately dealing with management and board succession, and other important issues.
2:30-3:00 PM — Trade Show Finale
3:00-4:00 PM — Annual Meeting & State of the Industry Update
4:00-5:00 PM — Breakout Sessions:
The Changing Landscape of Liquidity – Jim Reber, President/CEO, ICBA Securities
As the year progresses and community banks contend with margin compression, we will analyze the costs and benefits of “liquidity.” Short-term interest rates seem to be anchored at near zero for a while, so balance sheet managers are trying to stay invested in the right combination of securities. We will also highlight some “cushion” bonds that seemingly can protect against inflation.
Compensation and Generations: Developing Millennials into the Next Community Bank Leaders – Flynt Gallagher, President, Newcleus Compensation Advisors
With many key bank leaders retiring between now and 2021, the banking industry is working on identifying and grooming young, smart, enthusiastic bankers committed to better serving the banking industry. However, millennials act, think and respond differently than baby boomers – this is especially so when it comes to incentives. Join us for a discussion on methods to compensate, recruit, retain and develop well-rounded bankers prepared to become the next generation of banking industry leaders.
6:30-10:00 PM — Chairman's Celebration
10:00-11:30 PM — CBAO Bar
NEW: CBAO Annual Convention - Extended Edition!
As an add-on to your attendee registration, your bank can register for an all-access license to our live Extended Edition sessions. These virtual sessions will run live during convention, providing remote access to educational content for your staff:
TUESDAY, AUGUST 10th — VIRTUAL SESSION — 8:30-9:30 AM
Cybersecurity Awareness: What You Don’t Know Can Hurt You – Chris Bedel, CISM | Founder, President, & CEO – Bedal Security
The threats in our industry are continuously increasing. It is more important than ever that our end-users get regular training on how the various attacks occur and what they can do to help stop them. This 1-hour session is intended for all users at your bank and can count toward your annual user awareness training requirements. We’ll cover real-life examples of ransomware, email compromise, phishing, and cyber fraud - and what controls are important in defending your bank.
WEDNESDAY, AUGUST 11th — VIRTUAL SESSION — 8:30-9:30 AM
Mandatory Reporting of Elder Abuse: Roles and Responsibilities – Sylvia M. Pla-Raith, MA, LSW, Elder Justice Unit – Consumer Protection Section, Ohio Attorney General Dave Yost
In this session we will review the Ohio’s adult protection laws and limitations. We will share case scenarios, interventions and strategies for successful community partnerships to combat elder abuse and exploitation. By the end of this presentation you should be able to know professional ethics and mandatory reporting responsibilities, know the revisions to the Ohio Adult Protective Services program laws and regulations, know the Ohio mandatory reporter requirements, including immunity and the failure to report, recognize common characteristics and risk factors of victims and perpetrators, and know the definitions and differences of capacity, as well as the competency and self-determination.
THURSDAY, AUGUST 12th — VIRTUAL SESSION — 8:30-9:30 AM
Expand Your Brand as a Community Bank(er) – Eric Cook, Digital Strategist
In the age of digital, it's not only important that your bank is visible online - but as a banker, you are too! At the end of the day, we all know banking is about relationships, and knowing how to build effective relationships when you go online is a skill that you need to add to your arsenal of networking skills. This special session will explore ways you can help support the bank while at the same time building credibility as that "banker" people want in their corner. Spend time with a "recovering banker" turned digital strategist (and the facilitator of the CBAO's marketing forums) as we explore ways to expand your bank, and your banker, brand online!
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