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Chapter Event Calendar


Networking Luncheon with Zach Alben

North Texas Chapter


April 24, 2024

Join us for lunch, networking with other young professionals!  Lunch included. 


Skyview Connect Networking Event

Philadelphia Chapter


April 24, 2024

Join us for a great night of professional and social connections. 

Business casual is appropriate attire for the club. Clean-cut denim without holes or shreds. Sneakers, shorts, t-shirts, flip flops, or midriff tops do not qualify as business casual attire. 


Liquidity and Balance Sheet Management in an "Unrelenting Work"

New York Chapter


April 24, 2024

Please join us for an engaging discussion on the banking industry's top priorities for liquidity risk and balance sheet management. One year after the Spring banking crisis of 2023, bank treasury professionals are grappling with an uncertain economic and interest rate outlook, evolving regulatory expectations for liquidity and interest rate risk, and accelerating changes in the payments and technology landscape. We'll discuss the latest thinking in how bank treasury teams can successfully meet the challenges of today's operating environment, prepare for future changes, and adapt treasury for a digital, "always-on" world.

Topics will include:

  • Lessons learned in 2023 for bank treasury professionals
  • The regulatory agenda for liquidity and interest rate risk management
  • The future of the discount window and the role of the Fed in promoting access to emergency liquidity sources
  • Leading practices for managing the intersection of liquidity risk management, customer product innovation and pricing 
  • The role of data and technology in helping firms navigate an uncertain, "higher for longer" interest rate environment


2024 Texas RMA Spring Conference

Texas Chapter


April 24-26, 2024

Topics include:

  • Economic Update
  • Meet the Regulators
  • RMA/BAI Update
  • Energy Panel
  • And more to come!


RMA South Sound Social Happy Hour

Puget Sound Chapter


April 25, 2024

You're cordially invited to join us at the RMA South Sound Social Happy Hour for an evening of relaxation and networking. Come unwind with us at the 7 Seas Brewery in Tacoma, where you'll have the opportunity to mingle with peers while enjoying some of the finest brews available. Admission includes two complimentary drink tickets so you can sample a selection of beverages, accompanied by a variety of light appetizers. Don't let this opportunity pass you by - come connect with fellow professionals and indulge in a night of camaraderie and enjoyment.


Wire Fraud Prevention hosted by Sun Title

West Michigan Chapter


April 25, 2024

Join us for an engaging session exploring the latest methods and tools to protect your financial transactions against cybercriminals.

Tom Cronkright, Co-Founder/CEO of Sun Title and wire fraud prevention expert, will share his insights and real world experience. Whether you are in a commercial lending team, operations or wire room team, or a professional concerned about wire fraud, you won't want to miss this opportunity to network with others who share your dedication to protecting financial assets.

* Snacks and beverages included. Parking details to follow upon registration.


Accounting Update with Sweeney Conrad

Puget Sound Chapter


April 30, 2024

The RMA Puget Sound chapter invites you to “Accounting Update with Sweeney Conrad,” an educational event focusing on accounting issues relevant to commercial bankers. Kick off your day with a complimentary breakfast and gain insights from Jill Kinney and Rachel Roberson from Sweeney Conrad. They will provide expert guidance on: 

  • Right of Use Assets and Lease Liabilities (ASC 842) – Background, Implementation, and Financial Statement Impact
  • General overview of Washington taxes and audit risk areas we see in different industries.

This is a valuable opportunity for networking, learning, and keeping up-to-date with critical accounting standards and tax regulations. Secure your spot for an informative start to your day as space is limited!


A Regulatory Panel Discussion with the OCC & Federal Reserve

Los Angeles Chapter


May 1, 2024

Don’t miss the opportunity to hear directly from representatives from the Federal Reserve Bank of San Francisco and the Office of the Comptroller of the Currency (OCC) on risk management topics for the current regulatory environment.  The meeting will include networking opportunity prior to the panel discussion along with Q&A opportunity at the end.  Lunch boxes will be provided. 


Goldilocks and the 3 Bear(ish Risks) - Economic Update

Minnesota Chapter


May 2, 2024

Register here to attend Sunil’s insightful economic update and join in on the happy hour/networking fun on May 2nd at the Minneapolis Club (2 - 4:30pm).


Connecting Real Estate and Transportation in the Fraser Valley

Fraser Valley Chapter


May 2, 2024

You're cordially invited to a groundbreaking event that promises to shape the future of the Fraser Valley. We're thrilled to bring together esteemed partners: Translink, The BC Province, and the President of Bramwell & Associates Realty Advisors Inc. for an insightful discussion.

Key Topics of Discussion:

  • Transport 2050: Paving the Way for Tomorrow's Commute
  • Connecting Real Estate & Transportation: Building Communities of the Future

This event isn't just about envisioning the future; it's about actively shaping it. Join us as we explore innovative strategies, forge meaningful connections, and pave the way for a vibrant, interconnected Fraser Valley.

Don't miss out on this opportunity to be part of something extraordinary. Reserve your seat today and let's embark on a journey towards a brighter tomorrow!


 Chapter Appraiser Roundtable

Vermont Chapter


May 3, 2024

To register, contact:

Rebecca Kilian

vtbanker@sover.net


2024 Appraisal Panel

Maine Chapter


May 3, 2024

To register, contact:

June Hibbs

 


Stay Ahead of the Fight Against Financial Crimes with FBI Agent Christopher Delzotto

San Antonio Chapter


May 7, 2024

All businesses and organizations, large and small, face the possibility of an insider threat and may become a victim of a financial crime. Join us for lunch as FBI Assistant Special Agent in Charge Chris Delzotto shares an example of an FBI fraud investigation, underscoring some of the vulnerabilities and red flags that may indicate financial crime. Learn what the FBI is doing to combat financial crime and help prevent yourself and others from becoming a victim to a financial crime. 


2024 Executive Officer Panel

South Florida Chapter


May 7, 2024


The Outlook for 2024 - Rates, Repricing, Real Estate… Recovery or Recession?

New England Chapter


May 8, 2024

What are the latest economic forecasts and how is that likely to impact the transactions, credit, and equity markets for multifamily and CRE? Join us for this highly interactive discussion with Victor Calanog, Global Head of Research & Strategy at Manulife Investment Management’s Real Estate Private Markets group. Victor will present the latest trends for New England markets (and micromarkets); national and global perspectives that will likely impact local concerns, and provide the near-term outlook for risks and opportunities.


Raise Your Spirits with RMA East Michigan!

East Michigan Chapter


May 8, 2024

Experience an evening of Tequila Tasting and culinary delights! Arrive at 5:00 PM to enjoy a welcome drink from a curated cocktail menu. At 5:30 PM, the Tequila Tasting begins, featuring three carefully selected tequilas. If you do not wish to participate in the tasting, a 2nd cocktail will be available. Throughout the evening, indulge in rotating heavy appetizers. With the venue booked until 7:30 PM, there's plenty of time to savor each sip and mingle with fellow enthusiasts. Don't miss this unique opportunity to explore the flavors of Mexico's iconic spirit.


President's Panel

St. Louis Chapter


May 9, 2024

Please join us on May 9, 2024 for a signature event as we welcome a panel of top bank executives. The panel will provide their insights on current industry trends, credit, risk management, the regulatory environment, and their outlook today and in the future. The panel includes:

Thomas W. Hough – Carrollton Bank
Brian Davies – Great Southern Bank
Michael J. Scully – PNC Bank
Mitch Baden – Royal Banks of St. Louis


Annual Wine & Beer Mixer

Manitoba Chapter


May 9, 2024

RMA Manitoba invites you to join us for our Annual Wine & Beer Mixer on May 9 from 4:30 - 7 pm at 450 Rue Deschambault, Winnipeg, MB R2H 0K1. We are looking forward to seeing you!


Cinco De Mayo Networking

Long Island Chapter


May 9, 2024

Celebrate Cinco Del Mayo at Del Vino Vineyards

2.5 hours of open wine bar and light bites


Regulators Roundtable Program

Philadelphia Chapter


May 10, 2024

Please join the Philadelphia Chapter of RMA for a Regulators Roundtable featuring representatives from the Northeast Region of the Office of the Comptroller of the Currency (OCC), the New York Region of the Federal Deposit Insurance Corporation (FDIC), the Federal Reserve Bank of Philadelphia (FRBP), and the Northeast Region of the Consumer Financial Protection Bureau (CFPB). The panelists will provide an overview of hot topics and emerging trends in consumer compliance supervision.


Bank Executive Panel

Puget Sound Chapter


May 14, 2024

Join the RMA Puget Sound for an insightful panel discussion featuring local Bank CEOs, as they explore leadership within the modern banking landscape.

Dean Brydon, Bryan McDonald, and Tony George, who collectively boast decades of banking experience, will delve into the complexities and challenges of navigating banking institutions through uncertain economic periods. They will share personal insights on pivotal moments, obstacles, and achievements throughout their banking careers.


Title Insurance: The Basics & Beyond

Wisconsin Chapter


May 14, 2024

Join us for a webinar with Lisa Petersen of the Fidelity National Title Group. This seminar is designed to answer these commonly asked questions:

  • Can Schedule A help me prepare my loan documents?
  • How can Schedule B-I assist me in creating a closing checklist? Are there potential pitfalls that should concern me on Schedule B-I? Could they delay my closing? 
  • What would a bank auditor want to have removed from Schedule B-II? Does removing exceptions create better Policy coverage?
  • What should my Policy look like post-closing?


Senior Executive Panel

Portland Metro Chapter


May 15, 2024

Join the RMA Portland Metro Chapter for our annual Senior Executive Panel. This year's event features distinguished local bank executives Brent Beardall, President & CEO of WaFd Bank, and Curt Queyrouze, President of Coastal Community Bank. They will delve into leadership challenges and opportunities within the contemporary banking landscape, providing insights on navigating banks through today’s dynamic economic conditions.


2024 Executive Panel

Las Vegas Chapter


May 15, 2024


2024 Real Estate Panel

Gulf Coast Chapter


May 15, 2024

Join us as we hear from Houston real estate experts Lawrence Dean, Lilly Golden, and John Ream.

Individual Registration

Table Registration


Central Texas Quarterly Luncheon: Chief Credit Officer Panel

Central Texas Chapter


May 16, 2024

Central Texas looks forward to sharing this informative chief credit officer panel with you!

Speakers include David Doherty- Chief Credit Officer, American Bank; Howard Kasanoff- Chief Credit Officer- Frost Bank, Ryan Man- Senior Credit  Risk Officer- JP Morgan 


2024 VT RMA Chapter Annual Meeting

Vermont Chapter


May 16, 2024

To register, contact:

June Hibbs

vtbanker@sover.net


Bank Presidents Panel

Philadelphia Chapter


May 21, 2024

Join RMA Philadelphia for one of our signature and most well-attended chapter events of the year - our Annual Bank Presidents Panel Discussion!

We will welcome a panel of three bank executives, representing institutions throughout the greater Philadelphia market, to share their perspectives and insights. Our panel will discuss managing a financial institution in today's market conditions, how they are coping with the multitude of challenges facing the banking industry and their outlook and strategy for the future.


Key Strategies for Maximizing Your Bank's Performance and Value

Rocky Mountain Chapter


May 22, 2024

Join us for an enlightening virtual event Key Strategies for Maximizing Your Bank’s Performance and Value with Greyson Tuck, the President of Gerrish Smith Tuck, Consultants & Attorneys. Mr. Tuck will reveal the key strategies and insights for enhancing operating performance and shareholder value for a banking institution. This session is designed to provide lenders, portfolio/risk managers, and bank executives with a deep dive into best practices that can transform your institution’s performance. Whether you are looking to refine your bank’s existing strategies or seeking fresh perspectives, this program will provide actionable information necessary for success in today’s banking environment. This virtual event qualifies for 1.20 CRC Continuing Education Units.


Commercial Real Estate: Southern California 2024 and Beyond

Orange County Chapter


May 22, 2024

Panelists: Paul Simmons, EVP & Chief Credit Officer, Sunwest Bank; Steve Card, Vice Chairman Orange County, Savills USA; and Jeff Hedges, Partner, North Palisade Partners

Moderator and Host: Steve Casselberry


Women’s Affinity Group Networking and Mentoring Connections: Women Coaching Women

New England Chapter


May 22, 2024

Everyone has something to teach us if we are willing to listen! Join us for this long-awaited mentoring and networking event. Fast, fun and focused - Set in a structured, yet relaxed ‘speed networking’ style, this is the perfect opportunity to connect with coaches and mentors from across the financial sector who have made mistakes, navigated challenges, and continued on to achieve notable success in their careers.

All career levels are encouraged to attend, meet with mentors, engage in table topic discussions, and make new business connections.


RMA 22nd Annual Golf Outing

East Michigan Chapter


June 3, 2024


ABC's Mixer

Orange County Chapter


June 5, 2024