Community Bankers for Compliance

Community Bankers for Compliance (The CBC)

The OBL Retail Banking Forum provides a platform and an opportunity for retail banking officers to exchange ideas freely and examine pressing issues in today's ever-evolving regulatory, cost-conscience and result-driven environment. The agenda for each session is based on input from participants in the forum group and the facilitator. Also, as appropriate, experts will be involved and present specific timely topics as requested by forum members.

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Forum Session Dates

Session One:: Thursday, January 12

Session Two:: Friday, January 13

Session Three:: Friday, March 15

Runs:: 9 AM to 4 PM

Note: A learning track for this forum will also be offered at the 2024 OBL Main Event. Complete agenda details to be announced.

Note: A learning track for this forum will also be offered at the 2024 OBL Main Event. Complete agenda details to be announced.

How the Forum Works

The Retail Banking Forum will meet three times during the year
Relevant retail banking "hot topics" will be discussed at each session. Participants are strongly encouraged to suggest topics of interest
Forum participants benefit from working with a seasoned facilitator on a cost-saving basis
Attendees share best practices and solutions to retail banking challenges
Each attendee receives an electronic manual packed with tools, forms, handouts and templates

Benefits

Improve your effectiveness as a Retail Banking Leader
Discuss current industry challenges with others in Retail Banking
Develop relationships with other Retail Banking colleagues
Brainstorm and Solve your most pressing challenges
Deepen professional development and learning curve
Discuss with peers what does and does not work
Receive CPE credits or Certificate of Completion

Who Should Attend

Senior Retail Officers
Retail Branch Officers
Retail Banking Administrators
Retail Branch Managers
Retail Marketing Directors
Retail Banking Sales Leads

Event Brochure Event Document

Christie DrexlerSenior Consultant and Facilitator for Performance Solutions, Inc.

Christie has over 26 years experience in the financial industry for community, regional and national banks. Her experience has been expansive to include beginning as a Management Associate, successfully navigating both retail, real estate, operations, treasury services, commercial banking careers and serving as Chief Retail Officer, Chief Credit Officer, and Market/Division President. Christie is a passionate facilitator and coach with a focus on developing competent, caring and impactful leaders in all roles of banking.

Dianne BartonFounder & President of Performance Solutions, Inc.

Dianne provides a full array of bank specific learning solutions including leadership and management development, regulatory and compliance implementations, retail growth strategies, sales & service culture development, strategic planning, is recognized as "real world solutions" by both regional banks and community banks.

Professional Development Team

Susan Poling Jones: Professional Development Director | (614)340-7611
Julie Kiplinger: Education Manager | (614)340-7612
Sarah Husk: Education Manager | (614)340-7610
Megan Peiffer: Education Specialist | (614)340-7618

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