2024 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 "New Frontiers." 

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 Graduate in Eugene. To make your lodging reservation, click here or call 844-888-4723 and reference booking code 6776537 for the 2024 Oregon Bank Leadership Symposium. OBA's discounted room rate is $169 (plus tax) per night, and the reservation deadline is Friday, November 8.

Agenda
Sunday, December 8
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 9
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.
8:25 AM - 12:15 PM
8:25 AM - 12:15 PM
Presiding Officer: OBA Chair Ted Austin, SVP & National Director of Trust Administration, U.S. Bank, Portland
8:30 AM - 8:45 AM
8:30 AM - 8:45 AM
Featuring UO's premiere all-male A Cappella group, On the Rocks.
8:45 AM - 9:15 AM
8:45 AM - 9:15 AM
This panel discussion will explore the evolving landscape of commercial banking in Oregon as the industry faces rapid technological innovation, economic uncertainty and shifting customer expectations. Our panelists will share (continued)
9:15 AM - 10:00 AM
9:15 AM - 10:00 AM
The economy is at a pivotal moment. Economist Lauren Henderson from Stifel, Nicolaus & Company, Inc. will dive into the latest economic trends and what they mean for your business.
10:00 AM - 10:20 AM
10:00 AM - 10:20 AM
10:25 AM - 11:10 AM
10:25 AM - 11:10 AM
Join Lillian Tsai for an engaging keynote presentation as she draws from her 45 years of experience to explore the dangers of stereotyping and assumption-making.
11:15 AM - 12:10 PM
11:15 AM - 12:10 PM
From open banking to Fintechs and faster payments, new and innovative tools offer opportunity and present some risk to banks of all sizes. How do you look at strategy around innovation and adoption of technology to keep your bank competitive (continued)
12:15 PM - 1:45 PM
12:15 PM - 1:45 PM
EDP Graduation Lunch is sponsored by PCBS & 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 - 2:50 PM
2:00 PM - 2:50 PM
Join OBA CEO Scott Bruun and Government Affairs Director Kevin Christiansen as they delve into Oregon’s evolving political landscape following the recent elections. (continued)
There has been an explosion in financial crimes impacting banks and their customers. Join FBI Intelligence Analyst Devin Le Brun Cusack to explore emerging trends in white collar crime. Discover what's ahead and how fraudsters are using new (cont.)
This session is exclusively for Executive Development Program graduates.
3:00 PM - 3:50 PM
3:00 PM - 3:50 PM
Securing sensitive data begins with a top-down cybersecurity culture. Leaders must champion best practices, using tools like Microsoft 365, Conditional Access, and Identity and Access Management to protect user credentials and minimize risk.
This panel discussion will provide an update on the current landscape of financial and legal risks impacting our industry. Attendees will gain insights into the emerging challenges that are causing significant heartburn for banks, including (continued)
5:00 PM - 6:30 PM
6:30 PM - 8:30 PM
6:30 PM - 8:30 PM
Tuesday, December 10
7:15 AM - 12:00 PM
9:00 AM - 9:30 AM
9:00 AM - 9:30 AM
9:30 AM - 12:00 PM
9:30 AM - 12:00 PM
Presiding Officer: CBO Chair Kate Salyers, EVP & Chief Credit Officer, Citizens Bank, Corvallis
9:35 AM - 9:50 AM
9:35 AM - 9:50 AM
9:50 AM - 10:55 AM
9:50 AM - 10:55 AM
Panelists: Harry Clapsis, Ampere Computing; Jordan Pape, The Pape Group; Senator Mark Meek; Todd Payne, Sierra Pacific Industries; and Paul Synder, Tillamook County Creamery Association
11:00 AM - 11:55 AM
11:00 AM - 11:55 AM
Join Captain Greg Wooldridge, former leader of the Navy’s Blue Angels, for an inspiring presentation focused on trust and gratitude as essential components for adapting to change and elevating team performance.
12:00 PM
12:00 PM
Speakers
Head of Government Affairs
Ampere Computing
Harry Clapsis serves as the Head of Government Affairs at Ampere Computing, a semiconductor design startup located in Portland's Pearl District.
VP, Strategic Alliances
SHAZAM
As a former news anchor, Patrick brings his story-telling approach to audiences on a variety of topics. From working with the media, to crisis communications, to the latest issues in the payments industry.
VP & Economist
Stifel, Nicolaus & Company, Inc.
Lauren Henderson is an economist for Stifel Financial. She focuses on the research and analysis of economic trends and activity, world economies, financial markets, and monetary and fiscal policies.
Oregon State Senator
Oregon State Senate
Senator Mark Meek is a longtime Clackamas County resident and a small business owner who served in the U.S. Air Force, coached high school football, and spent years as a dedicated volunteer in our community.
Chief Executive Officer
The Papé Group
Jordan Papé is CEO of The Papé Group. The fourth generation Papé to lead the organization. In his role he manages a diverse portfolio of capital equipment dealership brands with coverage from Mexico to Alaska.
EVP & Chief Innovation Officer
Independent Community Bankers of America
Charles E. Potts is executive vice president and chief innovation officer for the Independent Community Bankers of America (ICBA).
Chief Economist
State of Oregon
Carl Riccadonna was named Oregon’s state chief economist in September of 2024. Prior to moving to Oregon, Carl has worked as a top economist on a global scale for over two decades, including at Deutsche Bank, Bloomberg L.P. and most recently (continued)
Executive Vice President of Stewardship
Tillamook County Creamery Corporation
Paul Snyder is executive vice president of stewardship at the Tillamook County Creamery Corporation. He leads several functions including corporate responsibility, sustainability, community engagement, corporate communications, and government affairs.
Founder & Principal Owner
TsaiComms
Born and raised in Malaysian Borneo, award-winner Lillian A. Tsai is a consultant, facilitator, trainer, coach, and keynote speaker on cross-cultural fluency, intercultural communications, diversity, equity, and inclusion.
United States Navy (Retired)
Captain Greg Wooldridge is a 27-year veteran of Naval Aviation. His flight experience is remarkable, with an incredible total of 8,300 flight hours—more than anyone in the Navy at the time he retired.
Partner
Miller Nash
Kalin Bornemann chairs Miller Nash’s financial services department, and he partners with banks, credit unions, and other financial institutions throughout the western United States.
Intelligence Analyst
Federal Bureau of Investigation
Devin Le Brun Cusack is an intelligence analyst with the FBI in Portland, Oregon. She focuses on various types of financial fraud, illicit finance, and health care fraud on FBI Portland's White Collar squad. In this role, (continued)
Director - Strategic Partnerships
Integris
Cal Roberson is a seasoned IT professional with more than 20 years of experience dedicated to supporting the financial services sector.
CBO Chair & EVP & Chief Credit Officer
Citizens Bank
Kate Salyers is the executive vice president and chief credit officer of Citizens Bank, headquartered in Corvallis. She is a lifelong banker, holding various positions within lending over her 24 years in banking and finance, including
Financial Advisory Services Director
Moss Adams
Trang Sumpter has focused on risk management since 1998. Her expertise includes financial management and analysis, loan underwriting, loan review, third party risk, as well as credit and financial risk management.

Harry Clapsis

Harry Clapsis serves as the Head of Government Affairs at Ampere Computing, a semiconductor design startup located in Portland's Pearl District.

Patrick Dix

As a former news anchor, Patrick brings his story-telling approach to audiences on a variety of topics. From working with the media, to crisis communications, to the latest issues in the payments industry.

Lauren Henderson

Lauren Henderson is an economist for Stifel Financial. She focuses on the research and analysis of economic trends and activity, world economies, financial markets, and monetary and fiscal policies.

Mark Meek

Senator Mark Meek is a longtime Clackamas County resident and a small business owner who served in the U.S. Air Force, coached high school football, and spent years as a dedicated volunteer in our community.

Jordan Papé

Jordan Papé is CEO of The Papé Group. The fourth generation Papé to lead the organization. In his role he manages a diverse portfolio of capital equipment dealership brands with coverage from Mexico to Alaska.

Charles Potts

Charles E. Potts is executive vice president and chief innovation officer for the Independent Community Bankers of America (ICBA).

Carl Riccadonna

Carl Riccadonna was named Oregon’s state chief economist in September of 2024. Prior to moving to Oregon, Carl has worked as a top economist on a global scale for over two decades, including at Deutsche Bank, Bloomberg L.P. and most recently (continued)

Paul Snyder

Paul Snyder is executive vice president of stewardship at the Tillamook County Creamery Corporation. He leads several functions including corporate responsibility, sustainability, community engagement, corporate communications, and government affairs.

Lillian Tsai

Born and raised in Malaysian Borneo, award-winner Lillian A. Tsai is a consultant, facilitator, trainer, coach, and keynote speaker on cross-cultural fluency, intercultural communications, diversity, equity, and inclusion.

Captain Greg Wooldridge

Captain Greg Wooldridge is a 27-year veteran of Naval Aviation. His flight experience is remarkable, with an incredible total of 8,300 flight hours—more than anyone in the Navy at the time he retired.

Kalin Bornemann, PC

Kalin Bornemann chairs Miller Nash’s financial services department, and he partners with banks, credit unions, and other financial institutions throughout the western United States.

Devin Le Brun Cusack

Devin Le Brun Cusack is an intelligence analyst with the FBI in Portland, Oregon. She focuses on various types of financial fraud, illicit finance, and health care fraud on FBI Portland's White Collar squad. In this role, (continued)

Cal Roberson

Cal Roberson is a seasoned IT professional with more than 20 years of experience dedicated to supporting the financial services sector.

Kate Salyers

Kate Salyers is the executive vice president and chief credit officer of Citizens Bank, headquartered in Corvallis. She is a lifelong banker, holding various positions within lending over her 24 years in banking and finance, including

Trang Sumpter

Trang Sumpter has focused on risk management since 1998. Her expertise includes financial management and analysis, loan underwriting, loan review, third party risk, as well as credit and financial risk management.

No records found.

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

Ascribe

Ascribe provides a full suite of commercial and residential property valuations and REO asset management services to the financial industry.

The Baker Group

The Baker Group has been a trusted financial partner helping community financial institutions improve their decision-making, interest rate risk management, and investment portfolio performance since 1979.

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.

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.

Integris

With Integris, you’ll have a business strategy for your technology. We have a national platform to serve clients across the US with time-tested consulting services, systems, processes, and best practices.

Invaluable People

Our nationally recognized Compliance & Risk experts excel in enhancing regulatory preparedness, optimizing compliance systems, and empowering all levels through tailored training programs. Customized and robust risk management empowers healthy growth!

Raymond James-Financial Institutions Division

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, 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.

Symmetry Lending

Headquarterd in Atlanta, Symmetry was founded in 2018 through partnership and collaboration with Credit Unions and Banks across the country.

No records found.

Auction

Click here to view the full list of auction items. Click here to access the auction donation form. For more information, contact Jennifer Schubert at jschubert@oregonbankers.com or (503) 576-4126. 

Prior Event Photos
LOCATION
The Graudate Eugene, 66 East 6th Avenue, Eugene, OR 97401
Map
Location: The Graudate Eugene, 66 East 6th Avenue, Eugene, OR 97401