Networking Forums

CBAO University’s networking forums meet quarterly and facilitate idea exchange among 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.

March 21, 2017 | June 13, 2017 | September 12, 2017

Registration for all three sessions is $1200 for CBAO members.

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. 


John Brooks
jbrooks@srsnodgrass.com
John has over 30 years of bank management and consulting experience, including a position as the Chief Accounting Officer at a $1.2 billion bank holding company with mortgage and wealth management subsidiaries. In this capacity, John was responsible for accounting and financial reporting, including SEC reporting, asset liability and market risk management, commercial interest rate swaps, derivatives and hedging, mortgage banking, and tax planning and accounting. He is a Certified Public Accountant and holds a master of business administration from Waynesburg University.  John completed the requirements for his doctorate (Ed.D.) in administration and leadership from Indiana University of Pennsylvania. His dissertation research explored the relationship between job satisfaction and financial performance in community banks.

John started his career as an auditor and held the position of Chief Auditor at two financial institutions. He also spent five years as an Assistant Professor of Accounting at a local college.

In his role at Snodgrass, John was involved in the design of our proprietary enterprise risk management process. He provides ERM services for our clients and assists on audits of unique, higher-risk areas such derivatives and interest rate risk management and model validation. John is also involved in our training program for audit staff specializing in mortgage banking, derivatives, and hedging.

John is the facilitator for both the CEO and CFO Forums.

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March 22, 2017 | June 14, 2017 | September 13, 2017

Registration for all three sessions is $1200 for CBAO members.

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.


John Brooks
jbrooks@srsnodgrass.com
John has over 30 years of bank management and consulting experience, including a position as the Chief Accounting Officer at a $1.2 billion bank holding company with mortgage and wealth management subsidiaries. In this capacity, John was responsible for accounting and financial reporting, including SEC reporting, asset liability and market risk management, commercial interest rate swaps, derivatives and hedging, mortgage banking, and tax planning and accounting. He is a Certified Public Accountant and holds a master of business administration from Waynesburg University.  John completed the requirements for his doctorate (Ed.D.) in administration and leadership from Indiana University of Pennsylvania. His dissertation research explored the relationship between job satisfaction and financial performance in community banks.

John started his career as an auditor and held the position of Chief Auditor at two financial institutions. He also spent five years as an Assistant Professor of Accounting at a local college.

In his role at Snodgrass, John was involved in the design of our proprietary enterprise risk management process. He provides ERM services for our clients and assists on audits of unique, higher-risk areas such derivatives and interest rate risk management and model validation. John is also involved in our training program for audit staff specializing in mortgage banking, derivatives, and hedging.

John is the facilitator for both the CEO and CFO Forums.

Register Now

 

March 2, 2017 | June 15, 2017 | August 2, 2017 | November 2, 2017

Registration for all three sessions is $1200 for CBAO members.

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
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.

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March 23, 2017 | May 19, 2017 | August 2, 2017 | November 7, 2017

Registration for all four sessions is $1,250 for CBAO members.

Join us in 2017 to take your compliance education to the next level - to walk through compliance challenges, plan for coming regulatory changes, expand your knowledge base and build upon your compliance network.  Our experts are continually monitoring changes in legislation and regulatory issuances, working with financial institutions ranging in asset size and complexity, and maintaining lines of communication with the regulatory agencies to bring you the latest in training and implementation tools.


Angela Lucas
alucas@sterlingcompliancellc.com
Angela Lucas is the Co-Founder and Managing Partner of Sterling Compliance, LLC, an independent compliance and risk management consulting firm based out of Pittsburgh, Pennsylvania.  Prior to launching Sterling Compliance, Angela was an examiner with the Office of the Comptroller of the Currency, specializing in consumer compliance and commercial credit.  Several years and examinations later, Angela expanded her skill set within the Investment Advisory Monitoring and Testing Group at Federated Investors, Inc., focusing on compliance testing and advisory services as a critical link between trading floor portfolio managers and the compliance function.

 


Lisa Zigo
lzigo@sterlingcompliancellc.com
Lisa began her career as a Loan Review Specialist at a multi-bank holding company in Northwestern PA, after graduating from Youngstown State University with a Bachelor’s degree in Finance in 1991. In 2000 she accepted a position with a community bank in northwestern PA to help develop a more formalized commercial credit culture. As Vice President and Director of Credit Administration, she managed a team of credit analysts, loan operations and collections.

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February 9, 2017 | May 11, 2017 | August 10, 2017 | November 9, 2017

Registration for all four sessions is $1,250 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

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.

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