Live Events

Our live events which include our forums, conferences and schools, provide participants with a strong peer network they can utilize throughout their career. We continue to strengthen our commitment to you by expanding our curriculum to cover all departments within your financial institution.  

Is there something we're not currently offering that you would like to see? Please contact contact  Malia Widder at (614) 610-1877 to share your idea!

 

Networking Forums

CBAO University’s networking forums meet regularly and facilitate idea exchange among peers of a specific job family. Forum attendees discuss what’s currently going on in the industry with regards to their role and ways to improve in their area. Take a look at our current forums >>

Upcoming Conferences

Focusing on relevant and actionable content, our conferences are geared toward compliance and IT professionals, lending teams, senior and executive management, and board of directors.

CBAO 48th Annual Convention 
August 9-11, 2022
Hilton Columbus at Easton

Now in its 48th year, our annual convention is a cornerstone for community banking. Our event is rich with actionable education sessions, entertaining networking events and a fun spirit with a strong sense of community. Banking professionals from Ohio’s community banks come together for great networking with content they can bring back to their institutions and a chance to explore new vendor opportunities through our trade show.

FDIC Directors College/Banker Outreach Program
August 23, 2022
Quest Conference Center, Columbus, OH

The Chicago region of the Federal Deposit Insurance Corporation, CBAO and Ohio Bankers League are jointly presenting the 2022 FDIC Directors College/Bank Outreach Program. This important program will give attendees the opportunity to network with regulators to learn about current and emerging issues facing the financial services industry. Register online >>

Electronic Payments & Fraud Prevention Conference
October 19, 2022
Hilton Columbus/Polaris

Fraud detection & the management practices for electronic payments are constantly evolving. The risks of financial loss are increasing as technologies facilitate the movement of money amongst a crowded field of transmitters. This program will guide community banks through several opportunities to mitigate the emerging risks presented through new channels of money movement. Register online >>

IBA & CBAO Cybersecurity Conference 
 Carmel, IN – Dates to be announced soon!

CBAO partners with Indiana Bankers Association, for their Annual CyberSecurity Conference. Community bankers from across Ohio and throughout Indiana attend this conference specifically designed for community bank team members who make technology decisions within their institutions. 

The conference explores the wiles of hackers and the schemes they use to attempt to defraud banks and their customers. Security experts heighten awareness of recent trends seen in the industry, as well as protective measures for information security. Industry experts will provide tips and tools that help counteract security risks and manage understanding of how the tool will impact banks and the banking community.

Schools

CBAO University hosts a variety of schools throughout the year covering many functions within your bank. These in-depth classes are rich with timely information and practice exercises to build your expertise.

Ag Summit
January 26, 2022
Looking to enhance your Ag program, or considering creating one? CBAO’s Ag Summit evaluates economic trends, provides guidelines & best practices, breaks down successful programs and offers valuable resources.  Register Online >>

Basic IRA Training - VIRTUAL
February 10, 2022
The Basic IRA Training program covers topics that individuals who work with IRAs deal with frequently. Attending this course is an excellent starting point for anyone who has little or no experience working with IRAs as it provides an introduction to the rules and regulations applicable to these accounts. Incorporated into the program are real-world scenarios which include comprehensive examples accompanied by Documentation Exercises allowing attendees to get a feel for many of the forms associated with completing IRA transactions.  Register Online >> 
Coffee & Compliance - VIRTUAL
February 25 | June 17 | October 21

Join us for our morning compliance roundtables focusing on upcoming regulatory changes, exam preparation, and policies & procedures. For each session, we will always cover:

  • Compliance highlights 
  • Critical deadlines
  • Training & Tools for new/changed and proposed legislation
  • Q&A discussion  
Register Online >>
Ag Cash Flow / Credit Analysis
March 17, 2022
How can I evaluate agricultural loan repayment alternatives in a timely and cost-effective manner? The agricultural lending environment has changed dramatically from the generally profitable 2006-2013 period. During the period that followed, principal payments on term debt from capital purchases made during more profitable times remained. The result was varying degrees of financial stress among agricultural borrowers. Now, prices have improved, but for how long? A review of the financial information needed to make informed decisions and a spreadsheet that can be used to evaluate repayment alternatives will be covered during this workshop. The effectiveness of changes in operating strategies and loan terms on repayment capacity and breakeven are evaluated for different levels of financial leverage. Join us for a day focused on which changes are effective and which ones are not during this challenging lending environment. Register Online >>

Consumer Lending School
May 3-4, 2022
This two-day seminar follows the consumer lending process from taking the application to making the final credit decision. Using cases and providing best practices, participants will learn how to better navigate what can be a tricky process. Because consumer lending tends to be one of the most automated and regimented lending functions in banking, special emphasis will be placed on recognizing exceptions to established lending policies and practices, and how to properly mitigate these risks – when it makes sense for bankers to intervene and grant a waiver.  Register Online >>

Financial Statement & Cash Flow Analysis Bootcamp
NEW DATE: September 20-22, 2022
Want to learn how to analyze personal and business financial statements and tax returns in a compact, intense, case-based three-day session? Want to move beyond ratio analysis and into the operating, investing and financing cash flows of a business and how they affect loan repayment? Want to learn the basics of CRE cash flow and how it is different? This workshop is your answer, whether you are new to lending and financial analysis, or even if you have been away from financial analysis for a while and need a refresher. (Bring your calculator and pencil!)  Register Online >>

Deposit/Lending Compliance School
October 4, 2022
 Refine your policies and risk assessments to help build a more robust compliance framework around your deposit and lending activities. We will cover the latest regulatory updates and detailed best practices during this all-day event.  Register Online >>

BSA School
 October 25, 2022
 Whew! What a year 2021 was as the world changed for everyone due to COVID. In the BSA world, we saw drastic changes in payment methods, changes in individual and business activity, changes in criminal behaviors, and an explosion of fraud. Then with the AML Act and FinCEN expected to issue the associated regulations, BSA personnel have endless tasks to address to keep up with the regulatory expectations. This session will give you insight into the hot topics regulators are focusing on and some tools to help you manage them. Register Online >>