Banking and the Economy: A Forum for Women in Banking

April 17, 2020

This forum is designed to provide senior level or high potential middle management women bankers with industry and leadership development knowledge that will enhance their careers and networks.


About this event

The Federal Reserve Bank of Kansas City in partnership with the Community Bankers Association of Oklahoma and the Oklahoma Bankers Association will host the second annual Banking and the Economy: A Forum for Women in Banking. The Forum is designed to provide senior level or high-potential middle management women bank leaders with industry, leadership and professional development knowledge that will enhance their careers and networks.
Event topics include:

  • Banking Conditions 
  • Economic update 
  • Leadership
  • FedNow
  • Networking and connections
  • Leadership in a multi-generational workplace
  • Panel discussion
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Audience

Who should attend?

Mid- and senior level women bankers in Oklahoma

Event details

Date Location
April 17, 2020 Embassy Suites by Hilton Norman Hotel & Conference Center, 2501 Conference Drive, Norman, Oklahoma 73069

Registration

Hotel Information 

Embassy Suites by Hilton Norman Hotel & Conference Center 
2501 Conference Drive 
Norman, Oklahoma 73069 
Phone: (405) 364-8040

Making Reservations Online

Room Rate: $134 + charges and taxes.  Reservation cut-off date is March 26, 2020.

To make your reservations, please click here: Book your group rate for Federal Reserve Bank, using the group ‘WIB’

If you need additional assistance, please contact us at 866-577-1273.




Registration Deadline: April 3, 2020
Cost: $100

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CPE Credits

By attending the 2020 Banking and the Economy: A Forum for Women in Banking event, you can earn CPE credits for which no prerequisite is required.

Field of Study: Specialized Knowledge and Applications
Program Level: Update
Delivery Method: Group Live

Learning Objective: To provide women in banking with industry, leadership and professional development knowledge that will enhance their careers and networks.

For information regarding administrative policies, such as complaints and program cancelations, please contact Lisa Aquino at 816.881.2491.

The Federal Reserve Bank of Kansas City is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Contact Information

Chloe Davidson
Senior Stakeholder Engagement Advisor
816-283-7714

Banking and the Economy: A Forum for Women in Banking

 

April 17
  • 8 - 9 a.m. Registration and networking breakfast (Foyer)
  • 9 - 9:15 a.m. Welcome and opening remarks (Oklahoma E) Pam Campbell
    Director, Public Affairs, Federal Reserve Bank of Kansas City

    Janis Reeser
    Executive Vice President, Education, Oklahoma Bankers Association
  • 9:15 - 10:15 a.m. A Fireside Chat with Esther George on The U.S. Economy, Monetary Policy and Leadership

    Listen to key perspectives and insights on the importance of women in leadership from the President and CEO of the Federal Reserve Bank of Kansas City. She will also highlight recent research related to female employment, specifically trends in the financial services industry.

    Esther George
    President and Chief Executive Officer, Federal Reserve Bank of Kansas City 

  • 10:15 - 10:30 a.m. Networking and prize break

     

  • 10:30 - 11:30 a.m. Morning sessions

    FedNow (Oklahoma A)
    Jamie Champlin
    Assistant Vice President, Federal Reserve Bank of Kansas City

    Where will your next generations of leaders come? (Oklahoma C) 
    The leadership of financial institutions is undergoing great change. Baby Boomer CEOs are developing, if they have not already, their succession plans and are moving towards retirement. Finally! Will there be a place for you at the top? This session explores historical trends of women in leadership and previews what demographics tell us about the potential opportunities. Participants will gain insight into the opportunities for leadership; explore ways to improve quality dialogue about the opportunities; self-assess their own areas of strength and opportunity; and prepare to develop an action plan for their own career development. 

    Elizabeth Oeltjenbruns
    Performance Partner, Center for Practical Management

  • 11:30 - 12 p.m. Networking lunch and table discussion

     

  • 12 - 1 p.m. Coffee Lunch Coffee: Five Steps for Networking Success (Oklahoma E)

    It’s a fact – people like to do business with others who they know, like and trust. It’s all about relationships. The Coffee Lunch Coffee Networking Platform provides a relevant, immediately actionable approach to professional networking to help you achieve your goals.

    This session will provide participants with tools and strategies for successful networking:

    • Build strong relationships - Connect with others, get involved in your community, and advance your career.
    • Realize Your Strategic Vision - Establish an evergreen, action-oriented approach to strategic planning through facilitated dialogue.
    • Achieve Your Revenue Goals - Foster stronger business relationships to achieve your bottom-line goals.
    • Improve Your Reputation - Build relationships among current and prospective clients.
    • Enhance Internal Communication - Increase productive communication within your own firm.

    Alana Muller
    Founder and Chief Executive Officer, Coffee Lunch Coffee

  • 1 - 1:15 p.m. Networking break

     

  • 1:15 - 2:15 p.m. Afternoon sessions

    FedNow (Oklahoma A) 
    Jamie Champlin
    Assistant Vice President, Federal Reserve Bank of Kansas City

    Making sure your BSA/AML Program does not end up in smoke! (Oklahoma B) 
    In May 2018 the BSA/AML rules added the fifth pillar which requires all Banks to strengthen the ongoing Customer Due Diligence and Enhanced Customer Due Diligence. We will discuss expectations and regulator guidance related to Banking Cannabis related activities. An Enhanced Customer Due Diligence program is the key to understanding the nature and purpose of the customer relationship. Marijuana, HEMP and CBD related activities are no different than other higher risk customer relationships, the due diligence must be appropriate for the risk.
    Disclaimer: This session/event takes no position on legalization or use of marijuana, nor banks' decisions to serve the industry or abstain. 
    Ann Rockswold, CRCM, CBAP
    Principal
    Eide Bailly LLP

    Where will your next generations of leaders come? (Oklahoma C)
    The leadership of financial institutions is undergoing great change. Baby Boomer CEOs are developing, if they have not already, their succession plans and are moving towards retirement. Finally! Will there be a place for you at the top? This session explores historical trends of women in leadership and previews what demographics tell us about the potential opportunities. Participants will gain insight into the opportunities for leadership; explore ways to improve quality dialogue about the opportunities; self-assess their own areas of strength and opportunity; and prepare to develop an action plan for their own career development. 
    Elizabeth Oeltjenbruns
    Performance Partner, Center for Practical Management

  • 2:15 - 2:30 p.m. Networking break

     

  • 2:30 - 2:50 p.m. Fed Talk: Mentors, Sponsors and Champions: Strategies to Building Your Personal Board of Directors

    Fed Talk provides an inspirational presentation from Federal Reserve Bank of Kansas City speakers on leadership.

    Tammy Edwards
    Senior Vice President, Federal Reserve Bank of Kansas City

  • 2:50 - 3:30 p.m. It’s Going to Take All of Us: Promoting gender equality and empowering women in the workplace through allyship

    Improving the equality among women in the workplace can be done with the help of male leaders. The panel will explore how men can be allies to women by recognizing microaggressions, advocating for equitable and fair policies, and through mentoring and sponsoring.

    Tammy Edwards, Moderator
    Senior Vice President, Community Engagement and Inclusion, Federal Reserve Bank of Kansas City

    Chad Wilkerson
    Vice President and Branch Executive, Federal Reserve Bank of Kansas City, Oklahoma City Branch

    Josh Rowland
    President and Chief Executive Officer, Lead Bank

  • 3:30 p.m. Closing remarks Chloe Davidson
    Senior Stakeholder Engagement Advisor, Federal Reserve Bank of Kansas City

    Carolyn Synder
    Director, Events and Education, Community Bankers Association of Oklahoma