Each year Bank of Oklahoma hosts presentations on topics current to the business needs of Oklahoma City and the surrounding area. By updating the most popular presentations and adding new ones, you should find information on every aspect of your corporate needs addressed. Click on any presentation title to see details.

Time Joyner Room Reed E Reed F
8:00am Registration Begins at Welcome Table
8:30am General Session - REED A/B/C

Fraud Prevention Tools to Keep Your Business Safe

1 CPE Credit Available
9:30am Remote Corporate Capture - Advantages, New Features & Changes International Trade Services and Trade Finance

1 CPE Credit Available
Employee Benefits Package - Great Benefit at NO Cost
10:30am Marketing Product and Services to Government

1 CPE Credit Available
Healthcare Banking YourPay® - an Internet Based Credit Card Acceptance Tool
11:30am Lunch Begins
11:45am General Session - Reed A/B/C

Keynote Speaker
Jim Huntzinger, EVP
Chief Investment Officer
Bank of Oklahoma

Economic & Market Outlook

1 CPE Credit Available
1:00pm Remote Corporate Capture - Advantages, New Features & Changes Pay All Your Vendors With One Card Target Date Funds and How They Can Benefit Employee Retirement Plans
2:00pm General ACH Rules & Guidelines

1 CPE Credit Available
Foreign Exchange Doesn't Have To Be A Foreign Language

1 CPE Credit Available
Enhanced Solutions for Card Acceptance

Presentation subjects and times may change. Please pick up a final schedule when you check in the day of the event.

Below are detailed descriptions of the presentations Bank of Oklahoma will host:

Economic & Market Outlook

Presenter: Jim Huntzinger, Executive Vice President, Chief Investment Officer

The economy and financial markets affect the strategic thinking of all businesses. Where are interest rates going? How will the economy of the last 6 months affect me now? What should you look for in the future? Come and hear from BOK Financial's own Chief Investment Officer, Jim Huntzinger, discuss both the stock and bond markets and how they may affect your business.

Employee Benefits Package - Great Benefit at NO Cost

Presenter: Coleen Henisa, Officer, Consumer Division

Find out how Group Banking and BOk Mortgage's Affinity Employer Program provides, at NO COST to the employer, a substantial addition to your employee benefits package, including: free and discounts on bank products, services and mortgage loans.


Enhanced Solutions for Card Acceptance

Presenter: Kim Jackson, Vice President, TransFund Merchant Services
  • Enhanced Communication Options (Wireless, Wi-Fi, IP and BlueTooth)
  • Enhanced POS Solutions (Bilingual, Multi-merchant, Multi-application, Batch Processing & Software Integration)
  • Enhanced Products (Pin-Debit, Gift Cards, EBT and Check Acceptance)
  • Enhanced Interchange Programs (Large Ticket, Emerging Markets and Purchase Cards)
  • Enhanced Reporting Solutions (Online Reporting and YourPay Reporting)
  • Enhanced PCI (Payment Council Data Security) Program

Foreign Exchange Doesn't Have To Be A Foreign Language

Presenters: Sandra Arguello, Senior Vice President, International Product Manager
Norah Steinhouse, Assistant Vice President, Foreign Exchange Trader

US companies need to take advantage of every competitive tactic available to prosper given the state of the US and global economies. Savvy navigation of foreign currency markets and hedging strategies, and effective international payment options are ways to do this.

In this session, the BOK team of international experts will explain the benefits of foreign exchange, forward contracts, why derivative products are important and how they manage risk. You will also hear about the Bank of Oklahoma's international treasury services products which can help you move money more efficiently around the globe.

Fraud Prevention Tools To Keep Your Business Safe!

Presenter: Keith Parsons, Senior Vice President, Deposit Risk Management

Fraud is ever changing and so is Bank of Oklahoma. In addition to the standard tools we offer to combat fraud, you will also learn about Payee Name Verification and how to use Positive Pay without having to create and send files to the bank.

General ACH Rules and Guidelines

Presenter: Mid-America Payment Exchange (MPX)

Mid-America Payment Exchange (MPX) is a not-for-profit trade association responsible for providing payment systems and risk management education, support and industry leadership. For 30 years, MPX has delivered valuable education services and assistance and is committed to making payment systems understandable.

If you are interested in an update on the latest in ACH rules and guidelines, please make plans to join our presentation. We will be reviewing the important procedures surrounding the ACH process.

Healthcare Banking

Presenter: Suzy Frazier, CTP, Senior Vice President, Treasury Services

Our healthcare remittance automation product is a customizable and scalable solution that simplifies both paper and electronic remittance processing into a consistent, user-friendly format. Our solution also provides options to enhance and improve remittance data for practice management systems using a variety of tools including discrepancy reporting for denials management, and document imaging and indexing. Come learn how you can utilize this service to manage your remittance through a web-based solution.

International Trade Services and Trade Finance

Presenters: Mariella Zorrilla, Trade Finance & Sales

Trade Services and Finance are essential to global trade. In this session you will hear about the trade services offered by Bank of Oklahoma, including import and export letters of credit and bankers' acceptances. In addition, you can learn how the US Government provides enhancements to secure export working capital, foreign receivables and finance capital equipment to foreign buyers.

The Bank of Oklahoma's team of experts, with over 20 years of trade experience, can help your company navigate the complexities of global trade and finance with ease and confidence.

Marketing Product and Services to Government

Presenter: Larry Findeiss, Procurement Technical Assistance Center Bid Coordinator, Tulsa Technology Center

Are you interested in learning how to market products and services to the government? If you answered "yes", please make plans to join this presentation. Selling to the government is generally considered to be a major challenge for businesses, in particular for the small business. Our presentation will provide an overview of the services available to businesses through the Oklahoma Bid Assistance Network (OBAN) and facilitated by the work of Bid Assistance Coordinators located at Oklahoma CareerTech school districts around the state.

Pay All Your Vendors With One Card

Presenters: Élan Financial Services
Jan Tyler, Vice President, Treasury

A Commercial One Card is recognized as an industry best practice, providing a tool to improve efficiencies throughout your entire purchase to payment process. In addition, you can save money, reduce the workload associated with the accounts payable process and increase your ability to control and monitor the purchasing function. This is accomplished through the reduction of manual processes, creation of a single payment for high volume transactions that have low dollar cost, and by providing valuable consolidated data with unmatched reporting. To learn more about the benefits of Commercial Cards, please join our presentation!

Remote Corporate Capture - Advantages, New Features & Changes

Presenters: Brian Friels, Assistant Vice President, Treasury
Scott Smith, Vice President, Treasury
Patti Overton, Vice President, Treasury

Find out how to make deposits without leaving your office! Remote Corporate Capture is a service that allows you to scan any paper check you receive for deposit and transmit the resulting images to the bank for posting and clearing. A new feature of this product is converting eligible checks to ACH debits with ARC or BOC. With this feature, you will improve availability all while reducing costs on return item improvements and transactions. Come and find out how to setup your personal teller in your own office!

Target Date Funds and How They Can Benefit Employee Retirement Plans

Presenter: Lauren LaBass, Trust Officer, Portfolio Manager

Over the last several years, Target Date Funds have become an integral part of employer sponsored retirement plans.

This presentation will:

  • Discuss how funds are managed professionally
  • Communicate the unique strategies and investment vehicles that are available
  • Illustrate how funds are selected and monitored effectively with an "Open Architecture" strategy
  • Demonstrate how the funds offer "Instant Diversification" with ease to individual retirement plan participants

Come and learn the "ins and outs" of professionally managed Target Date Funds and how they can benefit your retirement plan.

YourPay® - an Internet Based Credit Card Acceptance Tool

Presenter: Kim Jackson, Vice President, TransFund Merchant Services

If you have access to the Internet, you can use this flexible payment solution. Easy to use and easy to integrate for any situation and all types of businesses. There are four products in the YourPay family that are scalable to fit your business. Come learn how YourPay can allow you to quickly and easily authorize and settle credit card transactions.


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