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43rd Annual CBAO Convention & Trade Show

July
 
31
 – 
August
 
02
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2017
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REGISTRATION IS OPEN!

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#43rdAnnualCBAOConventionTradeShow

Community Banking is ready to party...

The CBAO 2017 Convention is heading to Cincinnati!

 
In 1974, we hosted our first-ever annual convention to bring together the community bankers of Ohio and the vendors who serve them.

 

Now in its 43rd year, our annual convention is the cornerstone for community banking. Our event is rich with actionable leadership, strategic and operational topics; entertaining networking events; and a fun spirit with a strong sense of comradery.

 

Community banking professionals from across Ohio and neighboring regions come together for great networking, content they can bring back to their institutions, and a chance to explore new vendor opportunities through our trade show. 


REGISTRATION IS NOW OPEN! Join us in Cincinnati >>

 

DOWNLOAD REGISTRATION FORM >>


#CBAOConvention2017

REGISTER ONLINE HERE >>


DOWNLOAD REGISTRATION FORM >>

 

BOOK YOUR HOTEL ROOM >>

Meet Our Keynote Speakers

829.Kerry-Ingalls.jpgKerry Ingalls

Tuesday, August 1

Kerry entered the United States Naval Academy in July 1979 and was a Secretary of the Navy Distinguished Graduate in May 1983. He served in four nuclear-powered attack submarines as a junior officer, Chief Engineer, Executive Officer, and then Commanding Officer of USS ASHEVILLE (SSN 758). He also commanded Submarine Squadron NINETEEN, comprised of six OHIO-class ballistic missile submarines, two of which were converted during his tenure for conventional strike operations and delivery of Special Operations forces. His sea duty involved numerous independent submarine missions from the Great Southern Ocean to the North Pole.


Shore duty included service as Plant Manager of a land-based reactor plant; Special Assistant to the Commander of US forces in the Pacific theater; Senior Member of the US Pacific Fleet Nuclear Propulsion inspection team; director of Political-Military affairs for coalition forces in Afghanistan; and Military Assistant to the Deputy Secretary of Defense.


Kerry’s formal education included a Bachelor of Science degree in Mechanical Engineering from the US Naval Academy and a Master of Arts degree in International Law and Diplomacy from the Fletcher School of Law and Diplomacy, Tufts University. He was a certified Navy Nuclear Engineer.


Kerry joined Amgen in October 2009, serving as Vice President, Engineering until March 2011. He has since led manufacturing operations in Colorado and Ireland, and is currently Vice President of Site Operations for Amgen’s largest manufacturing site, located in Juncos, Puerto Rico. He is a member of the Board of Directors for the Pharmaceutical Industry Association of Puerto Rico.


Originally from Missouri, Kerry married his best friend Leesa in 1985. They have two grown daughters, Amanda and Audrey. Besides spending time with his family and friends, he enjoys golf, marksmanship, and reading. Patriotism is basic to Kerry’s character and values. He is passionate about serving patients and thrilled to be a member of Amgen’s team.

182.Loretta_Mester_Official-Photo.jpgDr. Loretta Mester

Wednesday, August 2

As president and chief executive officer of the Federal Reserve Bank of Cleveland, Loretta J. Mester participates in the formulation of U.S. monetary policy, and oversees 950 employees in Cleveland, Cincinnati, and Pittsburgh who conduct economic research, supervise banking institutions, and provide payment services to commercial banks and the U.S. government. She assumed her role as president and CEO in June 2014.

 

Dr. Mester was born in Baltimore, MD. She graduated summa cum laude with a bachelor of arts degree in mathematics and economics from Barnard College of Columbia University. She earned M.A. and Ph.D. degrees in economics from Princeton University, where she was a National Science Foundation Fellow.

 

Prior to being named president and chief executive officer of the Federal Reserve Bank of Cleveland, Dr. Mester had been executive vice president and director of research at the Federal Reserve Bank of Philadelphia, where she was the chief policy advisor, attended meetings of the Federal Open Market Committee, and oversaw the economists and analysts in the Research Department, as well as professionals in the Financial Statistics Department and the Payments Cards Center. She joined the Federal Reserve Bank of Philadelphia in 1985 as an economist, becoming senior vice president and director of research in 2000, and executive vice president and director of research in 2010.

 

Dr. Mester is an adjunct professor of finance at the Wharton School of the University of Pennsylvania and is a fellow at the Wharton Financial Institutions Center. She has also taught in the undergraduate finance and M.B.A. programs at Wharton and in the Ph.D. program in finance at New York University.

 

Her areas of research expertise and interest include the organizational structure and productive efficiency of financial institutions, financial intermediation and regulation, agency problems in credit markets, credit card pricing, central bank governance, and inflation. Dr. Mester has published numerous articles in refereed academic and professional journals on a variety of topics including economics, central banking, and financial issues. In addition, Dr. Mester is managing editor of the International Journal of Central Banking and co-editor of the Journal of Financial Services Research; and is an associate editor of several other academic journals.

 

Dr. Mester is a director of the Greater Cleveland Partnership, a trustee of the Cleveland Clinic, a founding director of the Financial Intermediation Research Society, and a member of the advisory board of the Financial Intermediation Network of European Studies (FINEST). She is a member of the American Economic Association, the American Finance Association, the Econometric Society, and the Financial Management Association International.

 CBAO's 43rd Annual Convention & Trade Show will be held at The Westin Cincinnati.


To make your reservation, please  click here or call (513) 621-7700 and reference the 
"CBAO 43rd Convention Rate". 

THANK YOU to our Sponsors!

The CBAO Annual Convention is the event for community banks in Ohio. Exclusively focused on the needs of the community banking industry, our attendees participate looking to connect with current and potential service providers, engage in meaningful conversations about new opportunities, and celebrate community banking!

  

REGISTRATION IS OPEN!

REGISTER HERE >>
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CBAO's ANNUAL GOLF OUTING

For 2017, CBAO isn’t hosting your typical golf outing... we're “tee”ing off the convention with our new Par-TEE! 

 

MAY THE "COURSE" BE WITH YOU!

 

DOWNLOAD THE FLYER HERE >>

Convention Networking Schedule of Events

Here's a sneak peek at some of the events we'll be featuring at this year's convention. As soon as we have the finalized schedule availabe we will post it on the website.

Monday, july 31

CBAO Annual Golf Outing Par-'Tee'

For 2017, CBAO isn't hosting your typical golf outing! This year, we've decided to tee off the convention with our new
Golf Outing Par-'Tee'! Throughout the event we'll be featuring fun and funky contests across the course, photo ops, team competitions, food and drinks, meet & greets, and more! 

monday, july 31

Welcome Reception

We're bringing back our Welcome Reception thanks to raving reviews. More details coming soon!

tuesday, august 1

Exhibit Hall Grand Opening Ceremony

 This year we're opening our Exhibit Hall with a bang and we want you to be in on the action. This year's event will feature a ribbon cutting ceremony, cocktails and bites and we're working on bringing a local marching band in to kick-off the festivities.

tuesday, august 1

Community Banking Casino Night & Silent Auction

All bets are off with this event! We've combined our Silent Auction and Community Banking Celebration into one giant cocktail party featuring casino games, fantastic gifts and memorabilia up for grabs, great food and fun! 

Wednesday, August 2

Chairman's Banquet

 In recognition of our 2017 Chairman, Mickey Schwarzbek, we're hosting our Chairman's Banquet Wednesday evening. Come help us celebrate Mickey and the close of our convention!

tuesday & wednesday Morning

CBAO Morning Run in Cincinnati

Jump start your day with a guided run through the city of Cincinnati! Additional exercise options coming soon!

Convention Schedule - Tuesday, August 1*

6:00 A.M. – 7:00 A.M. 

CBAO Morning Exercise

 More details coming soon!

8:00 A.M. – 9:00 A.M.

Registration & Breakfast


9:00 A.M. – 9:30 A.M.

Convention Opening Ceremony


9:30 A.M. – 10:30 A.M.

Keynote Speaker: Leadership, Team & Crisis Management

Kerry Ingalls

10:30 A.M. – 11:00 A.M.

Networking Break


11:00 A.M. – NOON

Great Boards: 2017 Best Practices in Board Governance, Director and CEO Succession

Peter Weinstock, Partner, Hunton & Williams

NOON – 1:30 P.M.

Lunch: Dine Around Cincinnati


1:30 P.M. – 2:00 P.M.

Navigating the Uncertainty of Group Health Benefits

Thomas Staebler, CLU, The STAEBLER Group

2:00 P.M. – 2:30 P.M.

Networking Break


2:30 P.M. – 3:30 P.M.

The Millennial Showdown – Panel Discussion

Steve Ingalls, President & CEO, LGL Leadership

3:30 P.M. – 4:30 P.M.

#CommunityBanking – How to Get the Most Out of Social Media for Your Bank


5:00 P.M. – 6:00 P.M.

Exhibit Hall Ribbon Cutting Ceremony

Cocktails &  Contests in the Exhibit Hall

6:00 P.M. – 7:00 P.M.

Community Banking Silent Auction

Sponsored by fa2.ATM-Solutions.png

7:00 P.M. – 10:00 P.M.

Community Banking Casino Night




*Schedule subject to change

Convention Schedule - Wednesday, August 2*

6:00 A.M. – 7:00 A.M. 

CBAO Morning Exercise

 More details coming soon!

8:00 A.M. – 9:00 A.M.

Registration & Breakfast

Exhibit Hall

9:00 A.M. – 10:30 A.M.

State of the Industry

Preston Kennedy, Vice Chairman, ICBA

Robert Palmer, President & CEO, CBAO

10:30 A.M. – 11:00 A.M.

Networking Break

 

11:00 A.M. – NOON

Keynote Speaker: Loretta J. Mester

Loretta J. Mester, President & Chief Executive Officer, Federal Reserve Bank of Cleveland

NOON – 1:30 P.M.

Networking Luncheon


1:30 P.M. – 2:30 P.M.

Cybersecurity – It's Not Just an IT Issue

Alex Hernandez, VP of Customer Solutions, DefenseStorm

2:30 P.M. – 3:00 P.M.

Networking Break


3:00 P.M. – 4:00 P.M.

M&A Update: How Capital & Capital Markets Drive Process

Dan Flaherty, CFA, Principal - Investment Banking, FIG Partners

4:00 P.M. – 4:30 P.M.

Special Session

 More details coming soon!

5:00 P.M. – 6:00 P.M.

Exhibitor Appreciation Cocktail Party


6:30 P.M. – 10:00 P.M.

Chairman's Banquet

Paul Brown Stadium - Take a stadium tour, enjoy an elegant dinner, meet Ben-Gals cheerleaders, plus a special appearance by Who Dey, the Bengals'  mascot. 



*Schedule subject to change

Speakers

Preston L. Kennedy

Vice Chairman, ICBA

Preston L. Kennedy is vice chairman of tICBA, the only national trade association that exclusively represents community banks.

 

CEO of Bank of Zachary, La., Kennedy has served in many leadership roles at ICBA. He is a member of the ICBA Executive Committee and board of directors. He is chairman of ICBA’s Federal Home Loan Bank Task Force. He also a member of ICBA’s Policy Development Committee and Subcommittee on Cyber and Data Security.

Dan Flaherty, CFA

Principal - Investment Banking,
FIG Partners

Mr. Flaherty joined FIG Partners in September 2011 as an Associate in the firm’s investment banking division. Prior to joining FIG Partners, he worked in the investment banking divisions of Sterne Agee and the Carson Medlin Company, providing corporate finance and investment banking services to Southeast-based community financial institutions. Mr. Flaherty has assisted in advising community banks on strategic options, capital planning, sell-side mergers and provided numerous types of bank valuations including closely-held, going private, core deposit intangible and goodwill impairment valuations. Mr. Flaherty received a BA from Tufts University and an MBA from the University of Tampa. Mr. Flaherty holds the Series 7, 24, 63 & 79 licenses.

Alex Hernandez

VP of Customer Solutions, DefenseStorm

Alex Hernandez brings more than 20 years of experience in providing security solutions and expertise to some of the largest companies in the world. He has spoken regularly at both regional and national IT and security conferences as well as cyber-security associations around the country. Alex has worked with several leading security solutions providers, including Barracuda Networks, Purewire, Secure Computing, CipherTrust, S1 and SecureWare.

Peter G. Weinstock

Partner, Hunton & Williams

Peter G. Weinstock has been involved with the financial institutions industry since 1985. Mr. Weinstock is practice group leader of the Financial Institutions Corporate and Regulatory Practice at Hunton & Williams LLP. He is a leader in Hunton & Williams’ practice focused on fair lending, BSA and other compliance issues. For the past 15+ years, his practice group has been involved in more banking M&A transactions than any other firm. His practice encompasses capital raising, changes in control, and strategic planning, as well as regulatory and compliance matters. He also gave testimony before the Panel of the House Judiciary Committee regarding “Operation Choke Point” in July 2014. His article, “Acquisitions of Failed Banks Present Risks and Opportunities,” in the Risk Managers Association (RMA) Journal was recognized by The Burton Awards for Legal Achievement as one of the 35 best legal articles for 2011. It was also recognized by the RMA Journal. He has been the “MC” for the Directors’ School at the ICBA’s Annual Convention multiple times since 2012. He also speaks and writes frequently for banking and legal publications, including author or co-author of over 10 banking articles in law journals.

Thomas H. Staebler, CLU

The STAEBLER Group

Tom was born in Cleveland, and grew up in Mentor, Ohio.

 

He graduated from Ohio State University in March of 1975.

 

After two years in Commercial Real Estate Development, Tom began his financial services career in 1977, with New York Life Insurance Company in Columbus, Ohio.

 

Tom is Managing Member of The STAEBLER Group, LLC.

 

The firm specializes in Employee Benefits, Group Insurance, and Business Insurance Planning for Executives and Professionals.

 

Representing over 30 Insurance Carriers, The STAEBLER Group has experience in many aspects of employee benefits for small to mid-size companies with 10 to 1000 employees.

 

Tom’s son Mike is in practice with him.

 

Tom is married to wife Susan, and they reside in Westerville, Ohio. They have two married children, and five grandchildren, all in Westerville.  Tom is active in the community and recently served as president of the Rotary Club of Westerville.

 

Tom and Sue split their time between Westerville, and their home in Boothbay Harbor, Maine.

 

splash

Exhibit at the Convention

Exhibiting at the CBAO Convention is a great spot to showcase your products and services especially if you're a new member, and to connect with members of the banking community. 

 

Booth space is now available for the 2017 convention.

To reserve your booth, please contact Kelly Phillips at
ksphillips@cbao.com or Download our Exhibitor & Sponsorhip Kit. 

splash

Sponsorship Opportunities are Available!

The CBAO Annual Convention is the event for community banks in Ohio. Exclusively focused on the needs of the community banking industry, our attendees participate looking to connect with current and potential service providers, engage in meaningful conversations about new opportunities, and celebrate community banking!

 

Download our Exhibitor & Sponsorship Kit >>

Convention Schedule of Events


Annual Golf Outing Par-'Tee'

♫... JUST DANCE! Gonna be okay... ♫
Life is a series of hellos and goodbyes, and I'm afraid it's time again to say, well... goodbye.
Life is a series of hellos and goodbyes, and I'm afraid it's time again to say, well... goodbye.
Life is a series of hellos and goodbyes, and I'm afraid it's time again to say, well... goodbye.

Speakers

Jerry Zen

CEO, 3DAYS

Zen is a pioneer in the field of mobile advertising. 3DAYS is the 5th company that has achieved a Fortune 500 ranking under his guidance.

Kate Welsh

VP of Sales, 3DAYS

With a decade of leadership experience at 3DAYS, Welsh oversees sales, operations, growth initiatives and strategic alliances.

Sarah Chen

CEO, AdTank

Chen is founder and CEO of AdTank, a digital advertising think tank that partners with brands to unlock consumer markets through marketing.

Jenny Grace

Founder, Target Tween

Target Tween specializes in trend forecasting and marketing strategies for the tween and teen demographics.

About our Activities

 This year, CBAO is shaking things up and with some new activities and a refresh on our standard ones. Look for pre-convention activities for you and your significant other, a party atmosphere for our Annual Golf Outing, reinvigorated evening events, and family activities post-convention. Pre-convention activities include a beer tasting tour, shopping expedition, and more!


We're looking forward to seeing you and celebrating why it's great to be on the community banking team!


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