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Operations Forum - Session II

Tuesday, August 18, 2026
10:00 AM - 4:00 PM (EDT)

830 W. Lake Lansing Road, Suite 250, East Lansing, MI 48823 - Virtual attendance available

The Operations Forum is an innovative and collaborative platform that unites professionals, leaders, and specialists from the community banking sector. This forum is strategically designed as a hub for knowledge sharing and addressing the evolving landscape of community banking operations in today’s dynamic financial environment. Participants have the opportunity to engage in insightful discussions that cover a wide range of topics, including regulatory changes, technological advancements, and customer engagement strategies. Through the exchange of best practices and industry insights, community bank professionals can enhance their operational efficiency and service delivery. The forum encourages an open dialogue where attendees can share success stories, challenges, and lessons learned, fostering a culture of continuous improvement and innovation. By collaborating with a diverse group of peers, members are empowered to stay ahead of industry trends and implement effective strategies that drive growth and performance in their institutions.

Agenda

August 18
10:00 AM - 10:10 AM Welcome and CBM Update Kate Angles, COO, Community Bankers of Michigan
10:10 AM - 10:30 AM Group Introductions
10:30 AM - 11:30 AM Operationalizing with AI Agents for Increased Efficiency Jill Lockwood, Senior Channel Relationship Director, MeridianLink
11:30 AM - 11:40 AM Break
11:40 AM - 12:40 PM Check Warranties and UCC Claim Options for Recovery Stuart Best, Partner, Weltman, Weinberg & Reis. Co., LPA
12:40 PM - 1:20 PM Lunch
1:20 PM - 2:20 PM AI in the Back Office: Where It Helps, Where It'll Get You Cited Colin Darke, President & CEO, CompliSun
2:20 PM - 2:30 PM Break
2:30 PM - 3:45 PM Open Forum
3:45 PM - 4:00 PM Wrap-up, topic suggestions for next session Next Forum Date: March 9, 2027

For More Information:

Nannette Schuster
Nannette Schuster
Director of Training and Development Community Bankers of Michigan (517)336-4430