Chapter Event Calendar

The Rocky Mountain Chapter invites you to the exclusive discussion by Terri Barger related to the OCC’s recent guidance on managing refinance risk, as communicated in the OCC Bulletin 2024-29 (October 3, 2024).

You’re invited to the RMA Portland Metro Chapter’s Economic Update with John Mitchell on January 22nd at the Benson Hotel.

What can we expect to see in the new year? Join us for another spirited discussion by our panel of nationally recognized experts presenting their outlook on the local, national, and global economies for 2025

Join the NY Chapter for an informative webinar on Anti-Money Laundering (AML) and Financial Crimes on January 23, 2025, at 5 PM. Industry-leading speakers will discuss the complexities of AML compliance and explore practical strategies to mitigate risks and ensure adherence to regulatory frameworks. Don't miss this opportunity to deepen your understanding of these essential topics!

• How do Anti-Money Laundering (AML) policies and practices contribute to overall risk management within an organization?
• How do changes in global AML regulations impact the risk management strategies of financial institutions?
• How can emerging technologies like artificial intelligence (AI), blockchain, and machine learning enhance AML processes and mitigate associated risks?
• What is Know Your Customer's (KYC) role in managing financial risks? How can institutions improve KYC processes without compromising the customer experience?
• What are the potential impacts of advancements in cryptocurrency and decentralized finance (DeFi) on AML practices and financial risk management?

This virtual course is made up of 4 sessions – each of the four sessions is 3 hours and 45 minutes , from 10:00AM -1:45 PM, ET.  Session 1: January 27, 2025, Session 2: January 28, 2025 Session 3: January 29, 2025 Session 4: January 30, 2025 

Workout 101: Essentials and Strategies to Maximize Value in Commercial Loan Workouts is an insightful seminar and Happy Hour event tailored for both experienced and new bankers and turnaround professionals. 

Workout 101: Essentials and Strategies to Maximize Value in Commercial Loan Workouts is an insightful seminar and Happy Hour event tailored for both experienced and new bankers and turnaround professionals. 

Please join RMA OC for our annual Economic Forecast featuring Dr. Mira Farka from Cal State University Fullerton.

Event Flyer/Registration Link coming soon.

Join us as Celeste M. Embrey, EVP Gov't Relations & General Counsel, Texas Bankers Association,  tells us what to expect in 2025. 

Join RMA RVA for networking and fun at the largest indoor pickleball facility in Virginia. The Performance Pickleball team will give a 30-minute lesson to all attendees, followed by an hour of play, then open networking. This event is presented by RMA RVA’s Women in Banking, but open to all.

The economy is performing exceptionally well as President Trump begins a second term. On the campaign trail he espoused broad-based tariffs, more restrictive immigration policies, tax cuts and less regulation.  What does it all mean for markets and the economy?

Please join us at Doeren Mayhew in Troy, MI on Thursday, January 30th, 2025 at 4PM for networking, food, drinks and an educational presentation on Financial and Tax Updates for 2024/2025!

Join us for networking with your peers on January 30th, 2025, from 5:30PM to 7:30PM! Purchase price includes 2 drink tickets and light bites. Great event to network with Industry Peers out in the Woodlands!

Join members of the Risk Management Association for panel featuring women in banking and a free lunch.  The panel will take a deep dive into topics that empower, inspire and uplift women in the banking industry. 

Join Lisa Hall, Partner at Plunkett Cooney, for a 2-part discussion surrounding Commercial Loan Documentation and Collateral Perfection Issues.

Jose Rasco is the Chief Investment Officer for HSBC, covering the United States and Latin America. He is a member of the Global Private Banking Investment Committee.

Jose has over 30 years of experience in the investment industry, and has conducted extensive research on economics, asset allocation, portfolio strategies, business cycle dynamics, global thematic investing, as well as sustainability and impact investing.

Jose’s commentary has appeared in a variety of leading financial publications and media, including The Wall Street Journal, The New York Times, Fortune, Barron’s, The International Herald Tribune, and he has been a frequent contributor to Bloomberg, CNBC, and CNN.

Join us for an in-person class with local educator, Tom Carls.

Email vtbanker@sover.net to register!

Andy Bauer, VP and Regional Executive of the Federal Reserve Bank (Baltimore Branch) will share economic data and forecasts for 2025 in this lunchtime event. 

Please join the Risk Management Association River Valley Chapter on Wednesday, February 25, 2025 for a webinar on Loan Workouts 101. The program starts at 11:30am and ends at 1pm central time.

• Choose the best resolution strategy in any scenario
• Build workout plans informed by the five stages of problem loan resolution
• Navigate bankruptcy, real estate workouts, and lender liability prevention

Join us for our annual real estate panel featuring Scott Flack (LiveOak), Eldon Rule (360 Analytics), Kristi Simmons (CBRE), and Israel Linares (CoStar Group). 

The seminar teaches fundamental credit skills and practical lending techniques using daily seminars in conjunction with related case studies. The week concludes with the popular "Mock Loan Committee," where students apply what they have learned to a presentation in front of seasoned credit and lending professionals. Each instructor during the week is either an experienced lender or credit professional from an RMA member bank or a recognized expert in their field.  Based on feedback from previous classes and in recognition of changing trends in the industry, the program is constantly updated to fit the needs of the next generation of commercial lenders.

Join us in Dallas for the 2025 RMA Texas Spring Conference! Connect with your peers, expand your professional network, and gain valuable insights from industry experts as they address the pressing topics and challenges facing risk professionals in our region. Don't miss this opportunity to learn, share, and grow with fellow leaders in risk management.