Executive Round Tables

RMA’s Round Tables add important value to your membership in the Association. Participation is by invitation to ensure the quality of discussion among participants having common interests. 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.

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

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.

KEY
GL Global 1-215-446-4065
MKR Market Risk 1-215-446-4081
ER Enterprise Risk 1-215-446-4086
CR Credit Risk  1-215-446-4077
SL Securities Lending  1-215-446-4021
OR Operational Risk 1-215-446-4071
PM Product Management 1-215-446-4058

 

ROUND TABLES


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)

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COMPLIANCE

Chief Compliance Officers Round Table

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

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RETAIL AND SMALL BUSINESS

Retail Credit and Risk Management Round Table 

For the senior credit and risk policy officers of consumer lending at institutions with assets of over $10 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 working with 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)

Asset-Based Lending Round Table

For senior credit officers responsible for their institution’s ABL approvals and/or portfolios for institutions with assets in excess of $20 billion. (CR)

Chief Credit Policy Officer Round Table

For the chief credit policy officer for mid-size to large banks with assets over $20 billion. (CR)

Commercial Risk Grading Round Table

Designed for individuals from large institutions responsible for the design and management of PD and LGD commercial risk rating models. (CR)

Credit and Risk Officers Round Table II

For regional and super-regional banks’ senior risk or credit with assets from $15 billion to $75 billion focusing on the management of credit and other risks. (CR)

Credit and Risk Officers Round Table III

For chief credit or risk officers from banks with assets from $3 billion to $15 billion. (CR) 

International Banks U.S. Credit Officer Round Table

For U.S.-based senior credit or risk officers of foreign-owned institutions. (CR)

Midwest 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. (CR)

Northeast 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. (CR) 

North American Chief Credit Officers Round Table

For the senior credit officer or senior commercial credit officer of the largest North American institutions. (CR)

North American Private Lending Round Table

For senior lenders or the senior credit officers in large banks responsible for private banking. (CR)
 

Southeast 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. (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. (CR)

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CREDIT STRESS TESTING

Credit Stress Testing

For those individuals at large banks who have responsibility for performing their institution’s credit stress test. (CR)

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ENTERPRISE RISK MANAGEMENT

Enterprise Risk Management Round Table

For those individuals at large financial institutions in North America and Europe who have responsibility for enterprise risk management. (ER)

Pre-Provision Net Revenue (PPNR) Round Table

For those individuals at institutions with assets in excess of $50 billion to discuss the role, impact, models, and methodologies of PPNR. (ER)  

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PRODUCT MANAGEMENT

Credit and Risk Training Manager Round Table

For those responsible for the career development and training of risk management professionals. (PM)

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LOAN OPERATIONS

Commercial Loan Services Managers Round Table

For heads of commercial loan services in large, regional, and super community banks with assets in excess of $5 billion. (CR)

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LOAN REVIEW

Consumer Credit Review Round Table

For heads of loan/risk review for retail exposures in large and regional banks with assets of over $10 billion. (CR)

Credit Review Round Table

For heads of loan/credit risk review with predominant emphasis on commercial exposures for institutions with assets in excess of $10 billion. (CR)
 

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)

Market and Counterparty Risk Officers Round Table

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

Model Risk Officers Round Table

For model risk officers from major institutions concerned with models development, validation, and governance. Discussion centers on current and emerging issues. (MKR)

Sovereign/Country Risk Round Table

For market risk officers from major institutions concerned about credit and market risk challenges as they relate to risk management as well as specific countries’ 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

Asset Management Round Table

For professionals involved with wealth management. (OR)

BCP Round Table

Discussion will focus on due diligence, testing of vendors, recovery planning, and data corruption. (OR)

Cyber Round Table

Discussion will focus on governance, resiliency, and mitigation strategies, including cyber insurance. (OR)

Incentive Compensation Round Table

Discussion will focus on framework for managing incentive compensation, pool adjustments, and data gathering and scorecarding. (OR)

Mortgage Round Table

For operational risk professionals in Mortgage line of business. (OR)

Retail Banking Round Table

For operational risk professionals in Retail Banking line of business. (OR)

Third Party/Vendor Risk Management Round Table

For financial services CPO’s and third party risk management directors. (OR)

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REAL ESTATE

Chief Appraisers Round Table I

For the largest financial institutions’ chief real estate appraisal officers. (CR)  

Chief Appraisers Round Table II

For chief real estate appraisal officers from regional banks with assets in excess of $10 billion. (CR)  

Environmental Risk Managers Round Table

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

Midwest Commercial Real Estate Officers Round Table

For the senior manager or the senior credit officer responsible for real estate lending at midwestern financial institutions. (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 lineof-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

For senior residential real estate appraisers from all size institutions. (CR)

Southeastern Region Real Estate Round Table

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

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

Western Region Real Estate Round Table

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

European Credit and Risk Management Round Table

For Chief Credit Officers and other senior credit and risk policy managers with responsibility for Europe. (GL)

Insurance Industry Credit Risk Management Round Table

For credit and risk managers dealing in losssensitive insurance products. (CR)

North American Chief Risk Officers Round Table

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

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SECURITIES LENDING

Securities Lending Institutional Contacts Meeting

For an institution’s 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 

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 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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