Chapter Excellence Award Winners 2015

Below are the winners and finalists, by category, for the 2015 Chapter Excellence Awards.  

Winners

Finalists


Winners


Programming/Educational Events


Mid-South Oil and Gas Round Table

The Mid-South Chapter hosted it's second Oil and Gas Roundtable on 9/24/14 in New Orleans. Due to the favorable feedback received from the first roundtable held in 2013, the Mid-South Chapter decided to brand this event as its annual signature event. The Roundtable drew approximately 20 key energy lending executives from across the country, with a limit of two per bank attending. The Roundtable focused on effective credit administration, appropriate loan structures/covenants, and successful risk mitigation techniques in upstream and midstream O&G lending. The lunchtime speaker was a local attorney who focused on mitigating risk in loan documentation for energy credits. Due to the decrease in oil prices subsequent to the Roundtable, the Committee Chairman for the Roundtable, Don Hensel, arranged a follow up conference call (free of charge) for the Roundtable participants on 3/25/15. The call was well attended, and was moderated by a representative from the Louisiana Oil and Gas Association. The participants discussed changes in underwriting, current portfolio risk assessment techniques, and future outlook for the industry, among other topics. The O&G Roundtable is a great example of how a regional or local chapter can provide a valuable program and continue to tailor it to the needs of the group, and as the lending environment changes. The first O&G Roundtable hosted by the MidSouth Chapter included an Oilfield Services discussion. Based on feedback from the participants, the second Roundtable excluded the Oilfield Services discussion and focused more on upstream and midstream lending, further tailoring the program to the needs of the group. The follow-up conference allowed participants to continue to share ideas in the changing lending environment in O&G as oil prices declined.

Back to Top



Communications


Central Arkansas Communication

Newsletter
Central Arkansas Chapter publishes a quarterly newsletter which is then distributed to over 1200 financial services contacts in our database. Our newsletter is both a labor of love and a successful marketing device. We regularly feature articles spotlighting high profile bankers in our market area and in-depth board member profiles. We have many articles written exclusively for the newsletter, supplemented with a modest quantity of meaningful, authorized reprints. Luncheon meetings, the attendees, speakers and venues are recapped in every issue. Events are previewed and promoted, sponsors are recognized, and education classes are listed with pictures from recent classes. All that and much more is available for download from the chapter website and the newsletter pdf is distributed via our Constant Contact email and marketing management system. Every previous issue of 'Checks & Balances' is accessible via the website.

Email
Our chapter utilizes a contact management provider, Constant Contact, for all of our various email communications. We have designed several various templates for different types of email subjects including Luncheon Events, Newsletter release, Press / Media release, Education announcements, Breaking News, Save-the-Date and much more. Through Constant Contact we can track opened email’s, who / when and even know if the reader clicked a link in that email including what link and how many times. This is helpful information because it allows the chapter to know what is the most interesting to the reader allowing us to adjust as needed. We comply with Federal Opt-Out rules by providing a simple click to be removed from the list. We can in-turn see who opted out, compare these numbers to industry averages provided by CC and if a comment is entered we can even view this feedback.

We recently added a Survey module to the suite of email products. We just completed our testing phase within the board and are ready to roll out this simply-to-use process where we can generate feedback for chapter events, gauge the pulse of the contacts on future ideas or really anything we like. The survey is distributed to the contacts via an email link. You simply click and answer a few questions. There is an open box for additional specific feedback if the recipient wishes to provide a more detailed response or ask a question.

Website
Much time and effort has been devoted to expanding and offering additional content to the chapter website. This initially started as a labor-of-love, but has become a showplace to introduce our RMA Chapter to potential guest speakers, banking executives and media. We are consistently asked what is the Risk Management Association and what do you do. By providing a couple of links to our website, we have been able to not just answer the questions, but able to tell a story with pictures. It is one thing to say something and another to be able to show proof. Each headline tab at the top of the site contains various drop-down options for additional detail. A visitor is able, if they wish, to gain quick knowledge about the board, events, education, newsletter, etc or drill down for a lot of detail, specific high profile banker q & a, content selected exclusively for the website and much more. We have a tab to show past events, who, what, where, when, etc. Again, most everything is illustrated with pictures, pdf links and the ability to pay via PayPal for an active chapter event.

Currently, our main page and three sub-pages are featuring our 2015 Signature Event which is the largest meeting we have each year.

Social Media

We were late adopters of social media, but we have an active LinkedIn page where we make special announcements. We recently formed a Social Media Committee. They have just completed a Facebook Page and a Twitter Account. We are in the process of gaining followers. We will begin running a contest to sign-up followers to our social media accounts in the next 30 days.

Back to Top



Community Involvement


Central Valley Business Plan Challenge - Shark Tank...RMA Style

Need: Educate those in the community in how to create an acceptable business plan

Outreach: Contacted the local junior college (San Joaquin Delta College) and spoke to a professor in the business department about sponsoring a “Business Plan Challenge” to create the best business plan.

Responsibilities:

  1. San Joaquin Delta College
    1. Dovetailed with their curriculum as to construction of a business plan through their business classes and business club
    2. Analyzed all the submitted plans and sent what they determined were the top three business plans to our RMA chapter for review
    3. Set up a place and time for the competition and invited all participants and interested parties
    4. Coached their top three to provide power point presentations (similar to loan committee) highlighting their plan on the day of the competition
  2. RMA Chapter (Central Valley)
    1. Picked three judges from our local RMA board to review the business plans in advance
    2. Judges were prepared with questions for the participants after their oral presentations
    3. RMA Chair of the event provided the participants RMA studies for each of the businesses which a loan officer may use in analyzing the proposal
    4. After presentations were made, the judges conferred, came back, and provided constructive criticism and suggestions to each of the presenters
    5. RMA Chapter president presented monetary prizes of $500 for the winner and $100 and $50 for the second and third place
    6. RMA Chapter also paid for pizzas and water via the college cafeteria for the students who attended the program
  3. Results:
    1. Our winner was chosen to participate in a State of California program for business plans
    2. The competition was attended by the chair of the business program and other campus instructors along with a State representative
    3. There were over 50 students who attended the presentation who had positive feedback about the program. Some said that they wanted to apply again next year.
    4. Provided the college with information to become an educational member and for students to become student members of RMA
    5. Both the college and our RMA Chapter are looking forward to participating again in 2015

Back to Top



Finalists


Programming/Educational Events


New York Stress Testing: Capital, Liquidity and Risk Appetite

The New York Chapter organized a program titled “Stress Testing: Capital, Liquidity and Risk Appetite” that was held on October 27th 2014 at the Federal Reserve Bank of New York. The program focused on supervisory stress testing and the influence of supervisory stress tests on capital planning. It also addressed risk appetite and the stress testing impact on bank strategic planning and decision making. The panel also discussed issues and considerations for financial institutions in the near future.

  • Speakers included:
    • Arthur Angulo, Promontory Financial
    • Eduardo Canabarro, Morgan Stanley
    • Andy McGee, Oliver Wyman
    • Jai Sooklal, Federal Reserve Bank of New York
  • Moderator: Colleen Burke, Federal Reserve Bank of New York

There were 246 people across multiple risk management backgrounds and levels of experience who registered for this program. It was our strongest attendee turnout of the year and it was unique because it was hosted down at the Federal Reserve Bank of New York. Having a regulator host the program was a significant contributing factor in creating “buzz” about the event among the New York risk community. It also helped the New York Chapter outreach. Many attendees were excited just to see what the inside of the Federal Reserve looked like. Due to the security screening process all attendees had to be registered ten days before the event. This highly anticipated program was requested by our membership through feedback that we had previously received on our program surveys. The Federal Reserve also provided a very nice inviting space for the networking reception prior to the panel. There were 21 new members who joined as a result of this program.

Back to Top



Portland Metro Speaker Series

Insightful luncheon discussions focused on the future of the industry while re-positioning for growth. Select topics were tailored to touch on challenges, driver and potential. In marketing the luncheon as a series of plan speakers, we achieved a higher turnout from our members and non-members. Attendance ranged from 80 to 120, considerably higher than in prior years.

Back to Top



Communications


Kansas Chapter Newsletters
This is our Spring 2015 newsletter, BORROWED TIME$. It includes articles and pictures of two of our recent Chapter events, Q&A about the CRC, a list of RMA Membership Benefits, and more. We have received very positive feedback from several of our Chapter members who thought this was one of the best (if not the very best) and most informative of our newsletters. I have also attached our Fall 2014 newsletter, to show that the quality is consistent. Our newsletters always include articles about recent events, a list of upcoming Events, information about our Board members, a sample of an RMA Journal article, and promotes RMA products.

Back to Top



Los Angeles Communications
Communicating is vital to any organization; without it, the goals and value of the organization can fall by the wayside. The Los Angeles Chapter includes numerous tools in our overall communication strategy. We know that people are buried in information and messages on a daily basis, so we strive to get through that deluge of information with multiple approaches. From the latest social media strategies, to electronic communication to the tried and true personal invites, we include a variety of strategies. We start by announcing events via an email blast with a Save-the-Date (attached below) to our membership and those who have attended past events. Then a week or so later, email an actual registration form. By incorporating PayPal into our email blasts and putting the link on our chapter website, it’s made registering for events easier and less time consuming. Additionally, we ask our Board members to email the event flyer (example attached below) to their office/organization, as well as to additional contacts they have encouraging people they believe will benefit from the event to attend. Not forgetting that in the age of electronic and social media, personal invites are still critical to communicating events and information. We ask that Board members to personally invite their colleagues via a phone call or in-person visit. On top of communicating about individual events, we provide a newsletter (attached below) that include information about the Chapter and its members, ways to get involved, upcoming events, reviews of previous events, sponsorship opportunities and their benefits, communicate changes such as incorporating PayPal as an option to pay for events, and encourage feedback from our members. We post this newsletter to our website and email it to our membership as well. Our Membership Chair has also attended learning sessions to not only communicate the benefits of the RMA and encourage non-members to join the RMA, but also to announce upcoming events to those attending the sessions. These tools have given us confidence ensuring when we have events, we’ll have significant attendance and that our members continue to see the value in being a member of the RMA. In the past year, we've always met our goal of attendance to all of our events.

Back to Top



Community Involvement


Portland Metro Chapter Sponsor a Student Program

RMA Members Sponsor a Student Program The Portland Metro Chapter invites up to 5 local area college students to attend a regular luncheon at no cost. The students possess class standing as a junior or senior pursuing a degree in business or economics. The idea is to expose these talented minds to banking as a viable career path. The Chapter is requesting member Banks sponsor a student by purchasing an additional seat or making available openings should a table of 10 be purchased. The program brings together RMA and the educational community.

Back to Top



Texas Mentorship Program with Sam Houston State University's Smith-Hudson School of Banking

For the past several years we have been working with the department head, Dr. James Bexley, to be a positive influence to these young bankers and to get them involved in our activities. We visit the campus and meet with the students at least 2 times a semester. Students are able to get a RMA banking mentor if they chose to. We work together with the Gulf Coast Chapter to attend their Federal Reserve Bank Tour in which we collect funds from RMA attendees that are donated back to the school in the form of a scholarship.

Back to Top