NEW Forums and Speakers! CBAO University. What s coming in Executive Development Series Professional Development Series Continuing Education

Transcription

1 NEW Forums and Speakers! CBAO University What s coming in Executive Development Series Professional Development Series Continuing Education

2 About CBAO University Since 1974, CBAO University has made available comprehensive training for all staff/positions within a community bank. Each year, CBAO University makes available more than 350 training days with a variety of delivery options to fit today s busy schedule. Curriculum content is determined by the feedback we receive from our current and potential attendees. If you would like to see new content, let us know. Currently we make available the following to enhance the development and strengthen the capabilities of those attending. Executive Development Series Designed specifically for C Suite Executives and emerging leaders. Attendees participate in peer discussion emphasizing new, existing, and emerging strategies within the community bank specific to their job function/responsibility. Professional Development Series Designed for all managers and front line associates. Virtual workshops are a forum for participants to learn industry proven best practices. These sessions are live, engaging and facilitated on-line or on-site. Schools are offered throughout the year keeping you up to date with the latest developments related to compliance, lending and BSA/AML. Certification Programs will be available in early 2016! Continuing Education The best way to educate yourself on your terms. These live webinars average about 1 hour in length and are archived for your future use and reference. For more information, please contact CBAO University s Education & Training Coordinator Melody Taylor at mataylor@cbao.com or (614)

3 CBAO University Education & Training CBAO University is your premier education and training resource. We realize that traditional educational offerings can t always keep pace with the demands on your time. Each year, CBAO University offers more than 350 training days with a variety of delivery options to fit your busy schedule. CBAO members receive the benefit of a 50% discount on all seminar and webinar registrations. We continue to strengthen our commitment to you by expanding our curriculum to cover all departments within your financial institution. Executive Development Series Barret School of Banking Emerging Leader Program* In partnership with BankLogic, CPA & Consultants Forums* Compliance Human Resources Audit CEO Coming soon! Executive Briefings In partnership with BankersHub CFO Senior Lender Cybersecurity/IT Professional Development Series Virtual Workshops Coming soon! Certifications In partnership with BankersHub In-Person Sessions Online Courses In partnership with BankersEdge On-Site Training Behavioral GAP Analysis and Branch Diagnostic Schools* CBAO University Advanced BSA School Lending Half/Full Day Seminars* CBAO University Compliance & More New Account Opening Cross-Sales (NAO) Continuing Education CBAO University has partnered with Financial Education & Development as well as Total Training Solutions to provide continuing education opportunities through the association. Now in partnership with BankersHub. 3

4 Webinars/Archived Webinars CBAO offers more than 300 webinars in the course of a year. Did you know that if you can t attend the Live webinar, we ve got you covered with the Archived webinars offering? Since the Archived links are available for six months following the live broadcast, you can order any time during that six months. The Archived link is a recording of the Live event, including audio, handouts, and the speaker s address for follow-up questions. Virtual Workshops CBAO University, in partnership with cohen brown management group offers virtual workshops exclusively for Ohio s community banks. Virtual workshops are apart of CBAO University s professional development series that exclusively focuses on the continued professional development of community bank employees, allowing them to better serve their customers in their current roles, while also preparing them as future leaders within their respective community bank. Cynthia Whitmer Griffith Cynthia_Griffith@cbmg.com Cynthia currently serves as Performance Results Network Results Consultant for Community Banks and Credit Unions at CBMG. She works with clients to assist them in establishing and growing a culture of World-Standard sales and services. a graduate of the university of Akron, Griffith worked 25 years for a community bank in Northeastern Ohio focusing on retail banking and operations, training, and sales and service development within retail banking, call centers, business and corporate banking, wealth management, and support functions. Margaret Cocklin Margaret_Cocklin@cbmg.com Margaret recently joined CBMG as a Performance Results Network Results Consultant. She has been in the financial industry for over 40 years, serving in various capacities. She has attended Mt. union College and Kent State University and has worked for several banks in the Midwest region. She has held multiple positions within the Retail channel and, as Vice President of Systems and Procedures, developed and introduced a teller training program, as well as managed several computer conversions and branch acquisition projects. 4

5 Forums CBAO University s forums meet quarterly and facilitate idea exchange amonst peers of a specific job function. Forum attendees discuss what s currently going on in the industry with regards to their role and discuss ways to improve in their area. Chief Executive Officer (CEO) Forum March 15, 2016 August 30, 2016 November 15, 2016 As the CEO of your bank, you re constantly making decisions that affect both your bank and your community. It s an enviable position to be in, and it requires many skills, much experience, and a lot of perspective - and no one knows that better than other people in your position. CBAO University is offering bank CEOs the opportunity to benefit from the skills, experience, and perspective of their peers by becoming a member of the CEO Forum. Chief Financial Officer (CFO) Forum March 16, 2016 August 31, 2016 November 16, 2016 The CFO Forum will bring together CFOs from noncompeting banks throughout the state in a small-group setting to exchange ideas freely, dissect challenges openly, and discuss solutions that can improve performance of your bank and help you grow both professionally and personally. Agenda topics will change at each forum session based on member input and the current banking environment. Jack Salvetti ** jrsalvetti@srsnodgrass.com Jack assists banks throughout the United States by formulating successful strategies, improving financial performance, and implementing dynamic enterprise risk management frameworks. Jack is a frequent speaker, writer, and instructor at bank management schools and bank director programs. Jack is the facilitator for both the CEO and CFO Forums. Senior Lender Forum March 10, 2016 August 18, 2016 November 17, 2016 Your membership in the Senior Lender Forum will provide an ongoing platform and opportunity for Senior Lenders to exchange ideas freely, dissect problems, and discuss important issues with peers. You do not want to miss this opportunity with your peers! Richard Hamm advantagecons@bellsouth.net Richard has been training bankers for 24 years, designing and delivering courses specializing in commercial lending and credit, including portfolio and risk management, commercial real estate (CRE) and appraisals, plus selling and negotiating skills, and director training. During his banking career, he was active within RMA s chapter structure and served on several committees at the national level. 5

6 Audit Forum April 5, 2016 August 18, 2016 November 1, 2016 As an auditor, there are many compliance regulations that you have to become familiar with and - more importantly - that you are expected to audit and complete the appropriate level of independent testing for. Wouldn t it be helpful to have a resource provide you with a roadmap and training on assessing and testing those topics that are also very sensitive and top of mind to your regulator as well? The Audit Forum can help you do just that! Chris Joseph chris.joseph@actcpas.com Chris is a Partner in the Consulting Services (CS) Department at Arnett Carbis Toothman LLP and has over 30 years accounting, auditing, tax and CS experience. He has extensive experience in several industries, including financial institutions, retail, wholesale, distributors, construction, state and local governments, nonprofit, manufacturing and healthcare providers. Cybersecurity/IT Forum ** April 4, 2016 June 20, 2016 October 17, 2016 The Cybersecurity/IT Forum will provide a platform and opportunity to exchange ideas freely, examine pressing issues in today s ever-evolving regulatory, cost-conscience and productivity-driven environment. The CBAO is pleased to provide this program where individuals who are responsible for Cybersecurity/IT related issues in their institutions have the opportunity to discuss those concerns and explore collaborative solutions to problems they face on a dayto-day basis. Susan Orr susan@susanorrconsulting.com During Susan s 14 year tenure as a bank examiner, Susan held numerous lead positions including Regional IT Examination Specialist, Special Assistant to Regional Director, Special Assistant to the Director of DSSC, and Special Assistant to the Vice Chairman of the FDIC. Susan was also a lead instructor for the FDIC s technology school and was instrumental in key industry initiatives such as the FDIC E-Risk Strategic Initiatives Risk Monitoring Committee, the Chicago Region Interagency Technology, and the Federal Financial Institutions Examination Council (FFIEC) IT Handbook rewrites. Prior to launching her consulting practice, Susan was Vice President of Regulatory Compliance for an Internet security company where she advised staff, customers, and partners on regulation, security, and risk management. 6

7 Compliance Forum March 1, 2016 May 24, 2016 August 18, 2016 October 18, 2016 Registration for all four sessions is $1250 for CBAO members. When you sign up for the Compliance Forum, you will receive the following: Brode Banking Bulletin, issued on the 15th and 30th of each month, a Brode Newsflash, issued Quarterly, and a Brode Compliance Connection; this is where you have access to Brode consulting for Compliance-related questions throughout the year. A Regulatory Panel Discussion is held at the November Forum. Ann Brode-Harner ann@brodeconsulting.com Ann began her banking career in 1973 and has continued her services to regional and community banks through a wide range of areas including strategic planning, lending, deposits, marketing, training, and management; both as a banker and as a consultant. She is a well-respected presenter and has spoken to banking audiences across the country for over 25 years and regularly speaks at banking conventions. Human Resources Forum February 11, 2016 May 12, 2016 August 11, 2016 November 10, 2016 Registration for all four sessions is $1250 for CBAO members. The morning portion of the workshop is topic based designed by the Human Resources forum group. The afternoon session will be divided into two portions: Hot Topics and HR Roundtable. As part of the HR Roundtable section, participants will have the opportunity to ask HR questions, share employment related concerns and secure input from other participants. Joan Berry Kalamas jkalamas@ashland.edu Joan, SPHR, is a full time faculty member with Ashland University teaching HR and Management classes to both undergraduate and MBA students; is the founder and owner of Strategic Solutions, an HR consulting company; and brings over 25 years of experience as an HR practitioner in the for-profit, non-profit, government, and educational sectors to these workshops. She is the co-author with her late husband of two Training and Performance Improvement books published by HRDPress. 7

8 ** New for 2016