2023 Oregon Bank Leadership Symposium

Register today for the Oregon Bank Leadership Symposium. This is the premier Oregon-focused event for bank executives, directors, emerging leaders and industry partners. The Symposium will include topical discussions and presentations on the latest trends, challenges and opportunities within the Oregon banking community. It will also include our association’s annual meetings, awards and fundraising auction not to mention festive holiday fun - under our event theme of "Turning the Page." 

Click here to access sponsor and exhibitor information. For more information, contact Lori Kaliher at lkaliher@oregonbankers.com or (503) 581-3522.

Click here to access the auction donation form. For more information, contact Jennifer Schubert at jschubert@oregonbankers.com or (503) 581-3522.

Lodging Reservations

This event takes place at The Nines Hotel in Portland. To make your lodging reservation, click here or call (888) 627-7208 and reference the 2023 Oregon Bank Leadership Symposium. OBA's discounted room rate is $229 (plus tax) per night, and the reservation deadline is November 17.

Agenda
Sunday, December 3
12:30 PM - 3:30 PM
12:30 PM - 3:30 PM
This session is for board members only.
2:00 PM - 4:30 PM
2:00 PM - 4:30 PM
This session is for board members only. CBO & OBA will hold a joint meeting from 2-3:30 pm.
Monday, December 4
7:30 AM - 8:30 AM
7:30 AM - 8:30 AM
Enjoy the opportunity to catch up with old friends and meet new people engaged in the Oregon banking community in a festive holiday setting.
8:30 AM - 8:40 AM
8:30 AM - 8:40 AM
The Dickens Carolers will kick-off the Symposium. The Carolers began in Seattle in 1978 and have been in the Portland area since 1985. They have become something of a Northwest tradition and enjoy making the holiday season merry and musical.
8:30 AM - 12:15 PM
8:30 AM - 12:15 PM
Presiding Officers: CBO Chair Jeff Bailey, President & CEO, Bank of Eastern Oregon, Heppner OBA Chair Joan Reukauf, EVP & Chief Operating Officer, People's Bank of Commerce, Medford
8:40 AM - 9:20 AM
9:20 AM - 10:00 AM
9:20 AM - 10:00 AM
Paul Worthing, Regional Director, Federal Deposit Insurance Corporation
10:00 AM - 10:20 AM
10:00 AM - 10:20 AM
10:35 AM - 11:20 AM
10:35 AM - 11:20 AM
John Horvick, Senior Vice President, DHM Research
11:20 AM - 12:10 PM
11:20 AM - 12:10 PM
Dave DeFazio, Partner, StrategyCorps
12:15 PM - 1:45 PM
12:15 PM - 1:45 PM
OBA’s Community Applause Award is co-sponsored by Oregon Business magazine.
1:45 PM - 2:00 PM
1:45 PM - 2:00 PM
2:00 PM - 4:00 PM
2:00 PM - 4:00 PM
2:10 PM - 3:00 PM
2:10 PM - 3:00 PM
Panelists: Mark McMullen, Economist, State of Oregon; Robert Spendlove, SVP - Economic & Public Policy Officer, Zions Bank Facilitated by OBA Chair-Elect Ted Austin, National Head of Personal Trust Administration for U.S. Bank Private Wealth Management
3:10 PM - 4:00 PM
3:10 PM - 4:00 PM
Alyson Van Hooser, President & CEO, Van Hooser Leadership
5:00 PM - 6:30 PM
6:30 PM - 8:30 PM
6:30 PM - 8:30 PM
Tuesday, December 5
7:30 AM - 12:00 PM
9:30 AM - 10:00 AM
9:30 AM - 10:00 AM
9:55 AM - 12:00 PM
9:55 AM - 12:00 PM
10:00 AM
10:00 AM
10:05 AM - 11:00 AM
10:05 AM - 11:00 AM
Philip K. Smith, Chairman & Chief Executive Officer, Gerrish Smith Tuck
11:00 AM - 11:55 AM
11:00 AM - 11:55 AM
Andrew McCrea, Owner, McCrea Farms & McCrea Multi Media
12:00 PM
12:00 PM
Speakers
Partner
StrategyCorps
Dave works directly with financial institutions to design, build and implement a variety of checking solutions. He downloads banking apps for fun...on the weekend...and talks about them at dinner with his family! Dave is also a sought-after speaker.
Senior Vice President
DHM Research
John helps policymakers, elected officials and business leaders make informed decisions by researching the values and concerns of their constituents and customers.
Farmer, Rancher, Speaker
McCrea Farms & McCrea Multi Media
Oscar-winning broadcaster, Andrew McCrea is the creator of "American Countryside" and "Farming the Countryside" broadcasts. He's a farmer and rancher from northwest Missouri who knows what it's like to move herds of cattle and work an 18-hour harvest day.
Economist
State of Oregon
Mark McMullen is Oregon’s state economist. Formerly he was with Moody’s Analytics where he initially served as director or consulting, followed by chief economist.
Chairman & Chief Executive Officer
Gerrish Smith Tuck
Philip is the chairman and CEO of the board of directors of Gerrish Smith Tuck, PC. His legal and consulting practice emphasizes bank mergers and acquisitions, financial analysis, strategic planning for boards, regulatory matters and more.
Senior Vice President - Economic & Public Policy Officer
Zions Bank
Robert is the Senior Economist for Zions Bank. In this capacity he monitors and reports on economic indicators and public policy developments for the bank.
President & Chief Executive Officer
Van Hooser Leadership
Alyson is on a sold-out mission to help leaders succeed in the complex, post-pandemic workforce!
Mayor
City of Portland, Oregon
Mayor Ted Wheeler is the 53rd Mayor of Portland, Oregon. He oversees the Portland Police Bureau, the Office of Management and Finance, the City Budget Office, the City Attorney, the Joint Office of Homeless Services and the Office of Government Relations.
Regional Director
Federal Deposit Insurance Corporation
Paul has been with the FDIC for more than 33 years and has held a number of leadership positions within the Division of Risk Management Supervision.

Dave DeFazio

Dave works directly with financial institutions to design, build and implement a variety of checking solutions. He downloads banking apps for fun...on the weekend...and talks about them at dinner with his family! Dave is also a sought-after speaker.

John Horvick

John helps policymakers, elected officials and business leaders make informed decisions by researching the values and concerns of their constituents and customers.

Andrew McCrea

Oscar-winning broadcaster, Andrew McCrea is the creator of "American Countryside" and "Farming the Countryside" broadcasts. He's a farmer and rancher from northwest Missouri who knows what it's like to move herds of cattle and work an 18-hour harvest day.

Mark McMullen

Mark McMullen is Oregon’s state economist. Formerly he was with Moody’s Analytics where he initially served as director or consulting, followed by chief economist.

Philip K. Smith

Philip is the chairman and CEO of the board of directors of Gerrish Smith Tuck, PC. His legal and consulting practice emphasizes bank mergers and acquisitions, financial analysis, strategic planning for boards, regulatory matters and more.

Robert Spendlove

Robert is the Senior Economist for Zions Bank. In this capacity he monitors and reports on economic indicators and public policy developments for the bank.

Alyson Van Hooser

Alyson is on a sold-out mission to help leaders succeed in the complex, post-pandemic workforce!

Ted Wheeler

Mayor Ted Wheeler is the 53rd Mayor of Portland, Oregon. He oversees the Portland Police Bureau, the Office of Management and Finance, the City Budget Office, the City Attorney, the Joint Office of Homeless Services and the Office of Government Relations.

Paul Worthing

Paul has been with the FDIC for more than 33 years and has held a number of leadership positions within the Division of Risk Management Supervision.

No records found.

Sponsors
Sponsorships available $1,000-$5,000 * Click icon below for Sponsor Information
Silver Sponsors
Exhibitors

BHG Bank Network

BHG has been lending for over 20 years and is the #1 source for high quality commercial and consumer loans across the country. Today, over 1,450 banks have partnered with BHG to buy these superior loans through our online Loan Hub.

Cornerstone Advisors

Cornerstone Advisors, a pioneering management and technology consulting firm, elevates banks, credit unions, and fintech enterprises to peak performance. Our data-driven solutions and strategic execution empower institutions for success.

Dolphin Debit Access

Dolphin provides ATM & ITM-as-a-Service solutions for your bank. Our solution is complete outsourcing for your ATM & ITM program. We eliminate capital expense & compliance, reduce your operational costs & vendor due diligence.

FORVIS

FORVIS works with financial institutions nationwide, offering audit, tax, regulatory compliance, loan review, M&A consulting, strategic planning, and more. FORVIS helps institutions like yours manage risk, keep compliant, and reach shareholder goals.

FPS GOLD

FPS GOLD provides innovative banking software to financial institutions, including core banking, online and mobile banking, wire transfer, instant payments, and content management systems.

Kaye-Smith

Kaye-Smith is the region's leader in the management and execution of business-critical communications and highly-personalized, targeted marketing programs.

Meriplex

Meriplex specializes in managed IT and Cybersecurity for banks and financial institutions, enabling transformation by combining secure, innovative technology with advanced technical expertise.

OBA Education Foundation

OBAEF is a 501(c)(3) nonprofit organization with a primary mission of education. The Foundation supports programs aimed at increasing the financial literacy of Oregonians and the education, development and recruitment of future Oregon bankers.

Raymond James

Sophisticated offerings on a more personal scale. As a global financial services firm, our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions.

R&T Deposit Solutions

R&T Deposit Solutions provides banks, credit unions, wealth managers and trust institutions with a selection of products and services, designed to meet their unique cash sweep, deposit funding and securities-based lending needs.

Synergy by Association, Inc.

SBAI is a wholly-owned subsidiary of the Oregon Bankers Association. Synergy serves as a trade association buying cooperative by leveraging the collective purchasing power of association members across the U.S. to increase quality and reduce costs.

Teknologize

Solutions to optimize and protect your business. It doesn’t take much to bring down your entire IT infrastructure. With threats emerging daily, having someone take care of security for your business is a must.

No records found.

Auction

Click here to view the full descriptions of auction items.

Item # | Item Name | Donated By | Market Value

1 Blake Shelton “Back to the Honky Tonk” Tour Concert Tickets | Clackamas County Bank | $1,000 

2 Rogue Rafting Company Outdoor Adventure | People's Bank of Commerce | $1,000 

3 Rogue River Adventure for Four | Evergreen Federal Bank | $650 

4 Whale Cove Inn Gift Certificate | Oregon Coast Bank | $500 

5 Golf and Lunch at Blackrock with Jack Heath | Washington Trust Bank | $1,200 

6 Tetherow Lodges Golf Getaway | Summit Bank | $1,300 

7 Golf for Four at McNary Golf Club | Dee Dee Smallwood of Bank of America | $320 

8 Willamette Valley Gift Basket | Citizens Bank | $300 

9 Portland Center Stage at the Armory Experience | U.S. Bank | $440 

10 Hatfield Lecture Series at the Oregon Historical Society Tickets | Allen Trust Company | $400 

11 Seattle Mariners Tickets | Umpqua Bank | $400 

12 Blazers Fan Gear | Synergy by Association | $80 

13 Portland Trail Blazers Tickets | Moss Adams LLP | $760 

14 Portland Trail Blazers Courtside Seat Tickets | Lane Powell | $2,400 

15 Portland Trail Blazers Studio Suite Tickets | KeyBank | $1,786 

16 Portland Trail Blazers Lexus Club Level Tickets | Delap LLP | $650 

17 Pendleton Round-Up Gift Basket | Bank of Eastern Oregon | $317 

18 Multnomah Whisk{e}y Library Hall Passes & Gift Card | NCR Voyix Corporation | $500 

19 Elmer T. Lee Bourbon | The Commerce Bank of Oregon | $411 

20 Distinctive Bourbon Quartet | Lewis & Clark Bank | $273 

21 Luxury Whiskey Gift Basket | Summit Bank | $450 

22 Whiskey Trio Sampler | Lewis & Clark Bank | $315 

23 Whiskey Basket | Riverview Bank | $140 

24 Vodka Mule Basket | Riverview Bank | $140 

25 Krug Grande Cuvee Champagne | Saalfeld Griggs | $275 

26 Dom Pérignon Vintage 2012 Champagne | Saalfeld Griggs | $229 

27 Premium French Champagne Duo | Saalfeld Griggs | $250 

28 Earth & Sea Restaurant Gift Certificate and Willamette Valley Wines | First Federal | $250 

29 Oregon Pinot Noir Three-Bottle Sampler | Farleigh Wada Witt | $250 

30 Ring in the New Year Wagon | People's Bank of Commerce | $1,200 

31 World-Famous Memphis BBQ Dinner for Four - Item 1 | ICBA Securities | $150 

32 World-Famous Memphis BBQ Dinner for Four - Item 2 | ICBA Securities | $150 

33 Oregon Walnut Hand-Crafted Charcuterie Board | Bob Harding | Priceless!

34 Madrone Hand-Crafted Charcuterie Board | Jennifer Wagner of Cornerstone Advisors | Priceless!

35 Kate Spade Margaux Satchel | Trang Sumpter | $298 

36 Miss Dior Blooming Bouquet Eau de Toilette Gift Set | Willamette Valley Bank | $150 

37 OBA Logo Women's Cutter & Buck Full-Zip Jacket | Oregon Bankers Association | $125 

38 OBA Logo Women's Cutter & Buck Full-Zip Jacket | Oregon Bankers Association | $125 

39 OBA Logo Men's Cutter & Buck ¼  Zip Jacket | Oregon Bankers Association | $125 

40 OBA Logo Men's Cutter & Buck V-Neck Sweater | Oregon Bankers Association | $125 

41 Amazon Kindle Scribe | Heritage Bank | $305 

42 Apple AirPods Pro Ear Buds (2nd Generation, H2-powered) | Banner Bank | $249 

43 Café Specialty Drip Coffee Maker with Thermal Carafe | Heritage Bank | $420 

44 Robot Roomba Combo i5+ Self-Emptying Robot Vacuum and Mop | Willamette Valley Bank | $422 

45   Two-Night Stay at The Nines | The Nines  | $626

46   Custom Black Walnut Cutting Board | Claudio & Linda Navarro | Priceless!

47   Oregon Historical Society Hatfield Lecture Series Season Passes | Becky & Kerry Tymchuk | $500

48   Carhartt Backpack & Thermal Blanket | Kaye-Smith | $125

Hotel
LOCATION
The Nines Hotel, 525 SW Morrison Street, Portland, OR 97204
Map
Location: The Nines Hotel, 525 SW Morrison Street, Portland, OR 97204