Illinois Bankers Association

Banking Forums | Illinois Bankers Association

These exclusive peer to peer groups were created by bankers for bankers to provide open forums for the learning and sharing of ideas. For your convenience, the forums are offered in-person and/or online (subject to change). Session fees can be prorated. Sign Me Up!

Cash Management/Treasury Forum

In an ever-evolving payments environment shaped by changes in technology, competition, policy, and customer behavior, the Cash Management Forum provides a venue to share knowledge and engage in dialogue.

CEO Peer Group Forum

Running a bank has never been more challenging, and you need all the insight, experience, and ideas you can get. In an age of information saturation when bankers can turn to any number of sources for problem solving, the peer connections and in-depth discussions from these roundtables are powerful tools for Illinois’ top bank executives.

This forum, tailored for banks and thrifts between $150 to $750 million in assets, provides a facilitated, open medium where ideas, experience, insight and views on many banking and business-related matters can be exchanged with your peers.


Designed to provide chief financial officers and senior financial managers the opportunity to network in a comfortable and professional environment. Facilitated by RSM US LLP and Plante Moran, the forum helps strengthen important ties with fellow community bank CFOs and financial managers, and examines issues with a fresh perspective. 


Provides participants with a forum to interact with local compliance professionals, share information about your compliance successes and challenges, and create educational opportunities for compliance professionals to strengthen the industry. 

Education and Trainers

This forum provides an opportunity for bank trainers to exchange ideas freely, brainstorm challenges and examine pressing issues in today's ever-evolving regulatory, cost-conscience, and results-driven environment. The agenda is based on input from participants in the forum group as well as banking industry employee development key topics.

Executive Assistant/Board Secretary

Your role as Executive Assistant and/or Board Secretary is integral to the efficient operation of board meetings. The minutes are a key part of the documenting of discussions and decisions. Your minutes are utilized by many, including directors, management, legal counsel and examiners. In this program you will find out how to master the critical responsibilities of Board Secretary.

Human Resources

Designed to provide HR officers, executives and others overseeing HR functions within their financial institutions an opportunity to share ideas, information, and challenges with fellow human resource officers. Expect a lively, open discussion on employment issues facilitated by the legal and human resource experts. The valuable peer-to-peer interaction is provided at each meeting.


This forum offers an ongoing platform throughout the year for developing peer networks and a strategic exchange of thought leadership, addressing current and developing lending opportunities and challenges.  The program highlights a rotation of industry speakers and roundtable discussions by peers—all relating to lending practices, risk management, and the ever-changing regulatory, competitive, and economic lending conditions.


Provides a platform and opportunity for Marketing staff to exchange ideas freely, dissect problems and discuss vital issues with peers. You will have the opportunity to discuss industry trends and challenges as well as review a wide-range of developments that affect bank marketing strategies, tactics and results.

Midwest CEO Forum

State Bankers Association Partners: Illinois, Indiana, Kentucky, Michigan, Ohio, Wisconsin
Attracting CEOs from financial institutions with $750M+ in assets. This six-state regional Midwest CEO Forum provides instant access to a confidential, best-fit peer group that is sure to form lifelong connections. This forum is designed to curate an inner group of high performing CEOs to discuss industry best practices, issues, and challenges. 

Senior Retail Banking

Provides a platform for retail banking officers to exchange ideas freely, examine pressing issues, discuss current initiatives and trends with peers in this ever-changing regulatory, cost-conscious and productivity-drive environment. This virtual forum is designed for senior retail officers, retail managers, coordinators responsible for multiple branches/offices, and those who lead the retail banking sales and services efforts.

Small bank ceo

Provides chief executive officers with the means to constructively examine pressing issues, exchange ideas and share solutions among colleagues in a comfortable and professional environment.

Technology & Operations

IT and operations officers are constantly challenged by the need to ensure they have up-to-date resources to stay on top of the ever-evolving regulatory, risk management, cost conscious and productivity-driven banking environment.