Community Bankers Association of Illinois

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Operation Groups

CBAIs Operations/Technology Groups provide an opportunity for community bank personnel to discuss important issues with non-competing community bankers.

The Operations/Technology Groups are designed to occasion a rewarding experience where you can grow professionally, as well as personally.

Benefits of the Operations/Technology Groups

Improve the bank’s operation practices

Increase your understanding of technological issues

Form lasting relationships with non competing operations/technology personnel

Solve your most pressing problems

Obtain access to highly respected financial technology experts

How Do the Operations/Technology Groups Work?

CBAI organizes the Groups based on bank size and market to ensure that participants have as much in common as possible without being competitors.

The groups remain small (no more than 12 participants). Because each participant must trust other Group members, no substitutes are permitted, unless by unanimous consent of the remaining members.

Other consultants from a variety of firms may be invited to address the group. This expertise would cost thousands of dollars if you paid for it on a “real-time” basis.

Groups meet quarterly on a date and location determined by the Group members.

Four to six issues are usually discussed at each session. Participants are contacted for agenda items approximately two weeks prior to each meeting.

A manual based on Group topics is compiled.

CBAI is responsible for correspondence, meeting details, some speaker resources, and other expertise.

Meet Your Facilitators

The Community Bankers Association of Illinois has selected an Bert Purdy manager at BKD, llp, St. Louis to facilitate the Operations/Technology Groups held in Springfield & Mt. Vernon and Tim Tedrick, executive officer with Lindgren, Callihan, Van Osdol & Co., Ltd. in Sterling, Illinois to facilitate the Naperville Group.

Purdy brings more than seven years experience to the clients he serves. He provides a wide range of accounting, auditing and consulting services. He manages the St. Louis office's internal audit team which is responsible for assessing internal controls and processes, documenting internal controls and making recommendations related to improving internal control and efficiency. He is a member of the American Institute of Certified Public Accountants and Missouri Society of Certified Public Accountants. Purdy is graduate of Cannon Financial Institute's Personal Trust School.

Tedrick specializes in compliance, consulting, and assistance. He performs internal audit and compliance exams for all sizes of financial institutions in five states. Tedrick is also involved with technology-and profit-enhancement consulting. He is a former community banker with 11 years’ experience as teller, head teller, proof operator, cashier, computer operator, security officer and bookkeeper. Tedrick is a graduate of ABA's National Graduate Compliance School in Norman, Oklahoma. He is also a Certified Regulatory Compliance Manager, and a Certified Risk Professional. Tedrick teaches compliance at various statewide schools, and provides training to banks on a one-to-one basis.

Available exclusively to CBAI members, Operations/Technology groups can be purchased for the annual price of $899. Based on your bank’s size and location, you will be assigned to a Group.

Click here to review the Operations/Technology Participation List.

Click here for your registration form.

FOR MORE INFORMATION, CONTACT THE EDUCATION & SPECIAL EVENTS DEPARTMENT

Senior Vice President Special Events/VP Education - SANDY MCAVOY

Senior Vice President Education/VP Special Events - TRACY MCQUINN

Vice President Education and Special Events - VALERIE JOHNSTON

Vice President Education and Special Events - MELINDA MCCLELLAND

REBECCA RIDGEWAY, Administrative Assistant

OR CALL 800/736-2224 or 217/529-2265