Each year, RMA sponsors a number of round tables throughout the U.S., Canada, Europe, and Asia. These events bring together small groups of senior bankers who have a common interest in particular issues. Over the course of a day or two, they explore continuing and emerging opportunities and issues in an environment that provides both formal and informal opportunities for sharing ideas.

Please review the RMA Antitrust Guidelines as they apply to round table guests.

Please note: RMA round tables are by invitation only to ensure that there is common interest among the participants for each event. For further information on individual round tables or to be placed on the invitation list, please call the RMA department identified by the key following each description.

RMA’s round tables add important value to your membership in the Association. This listing is intended to help you and your associates plan for the round tables scheduled for the coming year.

While participation is by invitation (to ensure quality of discussion among participants having common interests), RMA and the steering committees for these events would like to ensure that members of the RMA community are aware of the round tables that are coming up. Please share this schedule with your colleagues.

For further information on individual round tables or to be placed on the invitation list, please call the RMA department identified by the key following each description.

• Allowance for Loan Loss
• Community Bank
• Compliance
• Consumer, Retail, and Small Business
• Credit and Lending
• Enterprise Risk Management
• Legal and Risk Management
• Loan Operations
• Loan Review
• Market Risk
• Middle Market
• Operational Risk
• Policy
• Portfolio Management
• Real Estate
• Risk Management
• Securities Lending
• Workout

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ALLOWANCE FOR LOAN LOSS 

Allowance for Loan Loss Round Table

For those individuals at large banks who have responsibility for calculating their institution's allowance for loan loss reserve. (CR) 

COMMUNITY BANK 

Community Bank Credit Officers Round Table (CB)

For senior executives and senior credit officers at lending institutions with assets less than $3 billion.

Enterprise Risk Management Round Table for Community Banks (CB)

For chief risk officers and those with ERM responsibilities at institutions with assets less than $5 billion.

COMPLIANCE 

Chief Compliance Officers Round Table

For the director of compliance or the chief compliance officer of large financial institutions who are dealing with a variety of regulatory reporting issues. (CR)

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CONSUMER, RETAIL, AND SMALL BUSINESS 

Consumer Loan Review Round Table

For heads of loan/risk review for retail exposures, large and regional banks over $5 billion. (CR)

Retail Collections

For senior managers from large and regional banks charged with retail collections operations, including consumer, credit card, and mortgage loans. (CR)

Retail Credit and Risk Management Round Table I

For the senior credit and risk policy officers of consumer lending at institutions with assets of over $100 billion. (CR)

Retail Credit and Risk Management Round Table II

For the senior credit and risk policy officers of consumer lending at institutions with assets of between $10 and $100 billion. (CR)

Small Business Credit Officers Round Table

For senior credit officers charged with small-business portfolio risk management and credit quality; generally for large banks (regional, super-regional, and national). (CR)

Small Business Loan Center Managers Round Table

For individuals responsible for managing small-business centers, both judgmental and scored loans. (CR)

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CREDIT and LENDING 

Agriculture & Agribusiness Credit & Risk Management Round Table

For senior line managers and senior credit officers responsible for agribusiness-related loan portfolios at commercial banks, farm credit banks, and agribusiness companies. (CR)

Banker Performance Round Table

For all bank performance management/training directors (commercial risk management) with at least one year's experience. Applicable to those in core credit/risk management training and continuing education. (SLR)

International Banks' U.S. Credit Policy Round Table

Midwest Credit Officers Round Table

For deputy or regional credit officers from large and regional banks with assets of over $3 billion. (CR)

Northeastern Region Credit Officers Round Table

For deputy or regional credit officers from large and regional banks with assets of over $3 billion. (CR)

North American Private Lending Round Table

An event for senior lenders or the senior credit officers responsible for private banking. (CR)

Southeastern Region Credit Officers Round Table

For deputy or regional credit officers from large and regional banks and chief credit officers from banks with assets of over $1 billion. (CR)

Warehouse Lenders Round Table I

Offers the opportunity to discuss a range of topics with the major warehouse lenders from around the country. (CR)

Warehouse Lenders Round Table II

Offers the opportunity to discuss a range of topics with the major warehouse lenders from around the country. (CR)

Western Region Credit Officers Round Table

For deputy or regional credit officers from large and regional banks and chief credit officers from banks with assets of over $3 billion. (MR)

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ENTERPRISE RISK MANAGEMENT

The Enterprise Risk Management (ERM) Round Table is designed as a way for heads of enterprise risk management—or those who are charged with carrying out many of the enterprise risk management capabilities—from large North American and global institutions to talk to and learn from each other. (SLR)

LEGAL AND RISK MANAGEMENT

The Legal and Risk Management Round Table is designed as a way for you to interact with other legal professionals who are actively engaged in supporting risk management at larger financial institutions. For additional informaiton, contact Mark Zmiewski at mzmiewski@rmahq.org.  (SLR)

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LOAN OPERATIONS 

Commercial Loan Operations Managers Round Table

For heads of commercial loan operations, all size institutions. (CR)

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LOAN REVIEW 

Credit Review Round Table I – Large/Global Institutions

For heads of loan/risk review with predominant emphasis on commercial exposures for institutions with assets in excess of $60 billion. (CR)

Credit Review Round Table II – Regional/Community Banks

Heads of loan/risk review with predominant emphasis on commercial exposures for institutions with assets of between $5 and $60 billion. (CR)

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MARKET RISK 

Counterparty Risk Round Table

Designed for senior level officers concerned with the measurement, control, and monitoring of counterparty risks. (MKR)

Market Risk Officers Round Table

For market risk officers from major institutions concerned with trading activities, counterparty, and asset/liability management risk. Discussion centers on current and emerging issues. (MKR)

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MIDDLE MARKET 

Middle Market Credit Officers Round Table

For the senior credit officers drawn from the top 50 banks whose primary responsibilities deal specifically with the middle market (distinct from large and small business). (CR)

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OPERATIONAL RISK 

Operational Risk Management Discussion Group

A North American event designed for operational risk officers from across the continent. (OR)

Insurance Operational Risk Management Discussion Group

A North American event designed for operational risk officers in insurance companies or insurance departments from across the continent. (OR)

Board and Corporate Executive Management Risk Reporting Round Table

Business Risk Reporting Round Table 

Analytical Risk Reporting Round Table

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POLICY 

Risk Policy Round Table I

For the largest financial services institutions; focuses on the management of credit and other risks encountered in serving customers principally in North America. (CR)

Risk Policy Round Table II

For regional and super-regional banks' senior risk policy managers focusing on the management of credit and other risks. (CR)

Credit Policy Round Table III

For chief credit officers from banks with assets of up to $15 billion. (CR)

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PORTFOLIO MANAGEMENT 

Credit Portfolio Management Round Table

For heads of credit portfolio management. Topics include: active portfolio management techniques, tools, and strategies; loss estimation; correlation; and capital allocation methodologies, modeling, and data. (SLR)

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REAL ESTATE 

Chief Appraisers Round Table I

For the largest financial institutions' senior real estate appraisal officers. (CR)

Chief Appraisers Round Table II

For senior real estate appraisal officers from regional banks. (CR)

Environmental Risk Managers Round Table

For environmental risk managers with technical backgrounds from institutions with assets of over $3 billion. (CR)

Real Estate Senior Credit Officers Round Table

For senior credit officers of the nation's largest commercial banks active in providing commercial real estate financing. (CR)

Real Estate Symposium

An event designed for the real estate line-of-business head, senior credit officer, and senior capital markets officer in the largest institutions originating commercial real estate loans in the U.S. (CR)

Residential Real Estate Chief Appraisers Round Table

Southeastern Real Estate Round Table

A regional event designed for the senior manager or the senior credit officer responsible for real estate lending at southeastern financial institutions. (CR)

Texas/Oklahoma Real Estate Round Table

A regional event designed for the senior manager or senior credit officer responsible for real estate lending with portfolios in Texas and Oklahoma. (CR)

Western Real Estate Round Table

A regional event designed for the senior manager or the senior credit officer responsible for real estate lending at western financial institutions. (CR)

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RISK MANAGEMENT

Asia-Pacific Credit Risk Officers Round Table

For senior credit and risk policy managers with responsibility for the Asia-Pacific region. (AP)

European Credit and Risk Management Round Table

For senior credit and risk policy managers with responsibility for Europe. (GL)

Global Chief Risk Officers Round Table

For chief risk officers of global financial institutions. (GL)

Basel II Implementation Forums (RR)

Insurance Industry Credit Risk Management Round Table

For credit and risk managers (as well as underwriters) dealing in loss-sensitive insurance products. (CR)

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SECURITIES LENDING 

Securities Lending Institutional Contacts Meeting

For the institutional contacts and business executives responsible for securities lending and their initiatives. (SL)

Securities Lending Operations and Technology Managers Round Table

For operations and technology officers responsible for securities lending in their institutions. (SL)

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WORKOUT

Senior Workout Officers Fall  Round Table (CR)

Senior Workout Officers Round Table I

For senior managers of the workout function at the largest financial institutions with credit exposure in the United States. (CR)

Senior Workout Officers Round Table II

For senior managers of the workout function at the nation's regional and super-regional banks. (CR)

Small Business Workout Officers Round Table

For senior managers handling the collection and workout of small business credits. (CR)

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