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OSBD News: ABA Trust Conference; CBAO Leadership Retreat

OSBD News: ABA Trust Conference; CBAO Leadership Retreat

Volume 11 Number 01 March 6, 2019

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2019-02 ABA Trust Conference photo

2019 ABA Wealth Management and Trust Conference

written by Wayne Arbuthnot

Regional Examiner Rick Nelson and Assistant Deputy Commissioner Wayne Arbuthnot were among the 200+ attendees of the 2019 ABA Wealth Management and Trust Conference held in San Francisco, California. Conference participants included trust officers and operational staff, attorneys, financial planners, and both state and national regulators. National renowned speakers presented on an array of important topics including the economy, the new tax law, trust liability issues, regulatory updates, estate planning, and financial management. This conference was very informative and educational for Nelson and Arbuthnot, whose duties at the State Banking Department include performing examinations on our state-chartered trust institutions.

pictured above: Rick Nelson and Wayne Arbuthnot

2019 CBAO Leadership Retreat

written by Jeff Bagby

Chief of Staff Regina Rainey, Assistant Deputy Commissioner Jeff Bagby, and Senior Examiner Randy Willard attended the 2019 CBAO Leadership Retreat in San Diego, California. Included in the agenda for the conference was a regulator round table discussion in which all three presented and conversed on topics pertinent to the banking industry such as regulatory treatment of marijuana-related businesses, liquidity management, reciprocal deposits, succession planning, and CRA modernization. Joining them on the panel was Tara Humston, Vice President, Federal Reserve Bank of Kansas City; Joe Meade, Assistant Regional Director, FDIC, Dallas, Texas; and Kent Stone, Associate Deputy Comptroller for the Southern District, Office of the Comptroller of the Currency, Dallas, Texas. The panel discussion was moderated by Paul Foster, Paul Foster Law Offices, Norman, Oklahoma.

Also speaking at the conference was former Navy SEAL, Bob Schoultz, Federal Reserve Bank of Kansas City President Esther George, ICBA Securities President Jim Reber, and CalTech Business Development Executive Brad Giddens.

Please Note:

The email address from which this communication was sent is not monitored for responses. You may send responses to regina.rainey@banking.ok.gov instead. Thank you.


Oklahoma State Banking Department

2900 North Lincoln Blvd

Oklahoma City, OK 73105

Phone (405) 521-2782

Fax (405) 522-2993

Tulsa Field Office:

Triad Center I

7666 E. 61st Street

Suite 305

Tulsa, Oklahoma 74133

Local: (918) 295-3649

Fax: (918) 893-6405

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Bank Board Meeting:

March 20, 2019

Credit Union Board Meeting:

May 21, 2019

Oklahoma Banking Department 
2900 North Lincoln Boulevard
Oklahoma City, Oklahoma  73105

Phone: 405-521-2782

Phone: 918-295-3649

Fax: 405-522-2993

Contact Us

Business Hours 
8 a.m. to 4:30 p.m.
Monday - Friday

State Holidays

State of Oklahoma Website

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