2021 Senior Lender Forum

2021 Senior Lender Forum

March 4  |  June 17  |  September 9  |  November 4


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

Your participation in these quarterly meetings allows you to network with peers to identify best practices, stay on top of emerging lending issues, and discuss support tools/software. The forums are member-driven—that is, most of the agenda is set by the participants.

Benefits of Participating:

  • Improve the profitability of your loan portfolio
  • Reduce the risk in your loan portfolio
  • Increase your understanding of regulatory issues
  • Expand your network with senior lenders
  • Develop solutions and practical ideas (what works and what doesn’t) for handling your most pressing concerns
  • Grow professionally and personally

How the Forums Work:

  • Groups of senior lenders will be based on bank sizes and limited competitive overlap
  • Group size will be no more than 20 participants, with ability to send substitute participants
  • Participants will drive the topics and agenda, based on surveys prior to each meeting
  • Each meeting will allow time for emerging issues and open discussion
  • Engage with an industry-leading expert & facilitator serving multiple Graduate Schools of Banking
  • In between quarterly meetings, members can exchange ideas and network

Personal Safety and the Hybrid Class Structure

If you are joining in person, CBAO has implemented the following for your safety:

  • Transition to a larger classroom space that allows 6ft. social distancing
  • Provision of face masks, hand sanitizer, & individually-boxed breakfast/lunch
  • Full sanitization of the environment prior to class

If you are joining us online, you can expect the same interaction and engagement with the facilitators and fellow participants through:

  • Live video and audio interaction with camera, microphone, and speaker placement throughout the classroom
  • Full materials provided prior to class as well as live screensharing with the facilitators

Meet the Facilitator

Richard Hamm

Richard has been training bankers for 29 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.

Richard is a facilitator for the Barret School of Banking and the Graduate School of Banking at Wisconsin. He has published 20 articles in the RMA Journal.

If you are having issues with registering online, please contact CBAO's Education, Training & Special Events Coordinator, Patti Webb, (614) 610-1877.
3/4/2021 9:00 AM - 11/4/2021 3:00 PM
Eastern Standard Time
Ray Campbell Learning Center 8800 Lyra Drive Suite 570 Columbus, OH 43240 UNITED STATES


Thursday, 04 March 2021


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