SCHOOLS AND CONFERENCES

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.

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SCHOOLS

AG SUMMIT

Wednesday, January 25, 2023
Hilton Garden Inn - Findlay, OH

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

February 1, 2023

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.


COFFEE & COMPLIANCE - VIRTUAL 

February 17 | June 16 | September 22

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

AG CASH FLOW / CREDIT ANALYSIS 

March 23, 2023

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.


COMMERCIAL LENDING SCHOOL

April 19-20, 2023 


DEPOSIT/LENDING COMPLIANCE SCHOOL 

May 23, 2023

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.


FINANCIAL STATEMENT & CASH FLOW ANALYSIS BOOTCAMP 

September 19-21, 2023

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!)  


BSA SCHOOL 

October 31, 2023

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.

CONFERENCES

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.

2023 HR CONFERENCE

FEBRUARY 8, 2023
QUEST CONFERENCE CENTER, COLUMBUS, OH 

The traditional workplace has evolved at an accelerating pace over the last two years. Contributing factors include COVID-19, work-from-home guidelines, employee expectations, as well as the rapid generational shift in the workforce. While the Great Resignation has touched all employers, the solution is to be prepared to embrace The Great Pivot. Gather with industry leaders to be equipped with new skills for the journey ahead.

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 tools will impact banks and the banking community.


CBAO 49TH ANNUAL CONVENTION

JULY 31 - AUGUST 2, 2023
GLASS CITY CENTER - TOLEDO, OH

Now in its 49th year, our annual convention is a cornerstone for community banking. The convention is rich with actionable education sessions, entertaining special events and a strong sense of community. Ohio community banking professionals 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.