RMA’s Round Tables add important value to your membership in the
Association. In order to ensure robust discussions among participants
having common interests, participation in these round tables is by invitation.
For further information on any of these round tables, or to be placed on an
invitation list, please call the RMA department identified by the key following
each description.
Please review the RMA Antitrust Guidelines that apply
to all round table guests.
| KEY |
|
|
| GL
|
Global |
1-215-446-4065 |
| MKR
|
Market Risk |
1-215-446-4081 |
| PM |
Product Management
|
1-215-446-4058
|
| CR
|
Credit Risk |
1-215-446-4077 |
| SL
|
Securities Lending |
1-215-446-4021 |
| GRC
|
Governance, Risk, and Compliance |
1-215-446-4071
1-215-446-4089 |
This listing is intended to help you and your associates plan for the round tables scheduled for the coming year.
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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CREDIT and LENDING
Agriculture Credit and Risk Management Round Table
For senior line managers and senior credit officers responsible for agriculture-related loan portfolios at commercial banks, farm credit banks, and agribusiness companies. (CR)
Chief Credit Policy Officer Round Table
For the chief credit policy officer for regional to large banks. (CR)
Chief Credit and Risk Officers Round Table (formally Credit and Risk Officers III)
For chief credit or risk officers from banks with assets from $3 billion to $10 billion. (CR)
Commercial Risk Grading and Modelers Round Table
Designed for individuals from large institutions responsible for the design and management of PD and LGD commercial risk rating models. (CR)
Credit Portfolio and Concentration Management Round Table
For the head of credit portfolio management or concentration management in large and super-regional banks. Generally for banks with assets exceeding $10 billion. (CR)
European Credit and Risk Management Round Table
For chief credit officers and other senior credit and risk policy managers with responsibility for Europe. (GL)
European Market and Counterparty Risk 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. (GL)
European Sovereign/County 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. (GL)
International Banks U.S. Credit Officer Round Table
For U.S.-based senior credit or risk officers of foreign-owned institutions. (CR)
Mid-Tier Chief Credit Officers Round Table
For the chief credit officers of banks with assets from $10 billion to $50 billion. (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 $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 $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 mid-tier and large U.S. and Canadian 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
For senior credit and line management to discuss a range of topics with the major warehouse lenders from around the country. (CR)
Warehouse Lenders Round Table II
For senior credit and line management 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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GOVERNANCE, RISK, AND COMPLIANCE
BCP/Disaster Recovery Round Table
Discussion will focus on due diligence, testing of vendors, recovery planning, and data corruption. (GRC)
Blockchain and Cryptocurrencies Round Table
Risk Management of Blockchain and Cryptocurrencies including BSA/AML, cybersecurity, privacy, and regulatory considerations. (GRC)
BSA/AML Round Table
For those responsible for BSA/AML to discuss best practices, technologies, and regulatory issues. (GRC)
Chief Compliance Officers Round Table
For the director of compliance or the chief compliance office of mid-tier and large financial institutions who deal with a variety of regulatory compliance issues. (GRC)
Chief Data Officer Round Table
Discussions will explore data quality, data governance, privacy, etc. (GRC)
Community Bank Information Technology Round Table
For professionals from community banks who are involved in IT security. Discussions will explore common problems, challenges, concerns, and opportunities to improve your organizations. (GRC)
Culture and Conduct Round Table
Discussions will focus on framework for managing culture, conduct violations, conduct risk, and link to reputation. (GRC)
Emerging Risk Round Table
For senior risk leaders to discuss identifying and responding to emerging risks throughout the organization. (GRC)
Enterprise Risk Management Round Table for Community Banks
Designed for the head of the ERM function at community banks. (GRC)
Enterprise Risk Management Round Table for Large Banks
Designed specifically to allow the head of the ERM function at large financial institutions ($50 billion and above) to interact with other risk management processionals. (GRC)
Enterprise Risk Management Round Table for Mid-Tier Banks
Designed specifically to allow the head of the ERM function at mid-tier financial institutions ($10-$50 billion) to interact with other risk management processionals. (GRC)
Fair Lending Analytics Round Table
For the heads of the fair lending analytics function in large, super-regional, and mid-tier banks. (GRC)
Incentive Compensation Round Table
Discussions will focus on framework for managing incentive compensation, pool adjustments, and data gathering and score-carding. (GRC)
Privacy
& Information Security Round Table
For privacy officers, data officers and operational risk managers to discuss the impact of the GDPR, California Privacy law, pending India “GDPR” bill and related risk matters. (GRC)
Technology Risk Round Table
For the heads of technology risk management or similar role in large, super-regional, and mid-tier banks. This meeting focuses on the issues in managing the risks of technology. (GRC)
Third Party Risk Management
For financial services CPOs and third party risk management directors. Discussions focus on best practices, technologies, challenges and solutions for vendors and non-vendors. (GRC)
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PROFESSIONAL DEVELOPMENT
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 department in banks generally with assets exceeding $10 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)
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MARKET RISK
Asia Pacific Country Risk Round Table(MKR)
Counterparty Risk Round Table
Designed for senior level officers concerned with the measurement, control, and monitoring of counterparty risks. (MKR)
Funding and Liquidity Risk Round Table (MKR)
Interest Rate Risk in the Banking Book Round Table
Designed for senior risk professionals at major institutions managing interest rate and asset/liability risk. Discussion will highlight current and emerging challenges facing the industry. (MKR)
Market Risk 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)
Model Risk Management Round Table
For model risk officers from major institutions concerned with models development, validation, and governance. Discussion centers on current and emerging issues. (MKR)
Regional
Banks Funding and Liquidity Risk Round Table (MKR)
Regional Banks Market and Counterparty Risk Round Table
Designed for senior risk professionals managing market, counterparty, and liquidity risks within institutions ranging from $50 to $200 billion in assets. Discussion will highlight evolving industry and regulatory issues. (MKR)
Regional Banks Model Risk Round Table
Designed for senior risk professionals managing model development, validation, and governance within institutions ranging from $50 to $200 billion in assets. Discussion will highlight evolving challenges facing the industry. (MKR)
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MIDDLE MARKET
Middle Market Credit Officers Round Table
For the senior credit officers whose primary responsibilities deal specifically with the middle market (distinct from large and small business). Generally for mid-tier and large U.S. and Canadian banks. (CR)
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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 banks with assets exceeding $10 billion. RMA member institutions only. (CR)
Environmental Risk Managers Round Table
For environmental risk managers with technical backgrounds from institutions with assets exceeding $10 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. Generally for institutions with assets exceeding $3 billion. (CR)
Northeast Commercial Real Estate Offices Round Table
for the senior manager or the senior credit officer responsible for real estate lending at northeastern financial institutions. Generally for institutions with assets exceeding $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
For senior residential real estate appraisers generally from institutions with assets exceeding $10 billion. (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 with assets exceeding $3 billion. (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 with assets exceeding $3 billion. (CR)
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RETAIL AND SMALL BUSINESS
Retail Credit and Risk Management Round Table
For the senior credit and risk officers of consumer lending at institutions with assets exceeding $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 banks with assets exceeding $50 billion. (CR)
Small Business Loan Center Managers
For individuals responsible for managing small-business centers working with both judgmental and scored loans. Generally for banks with assets exceeding $10 billion. (CR)
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RISK MANAGEMENT
Insurance Industry Credit Risk Management Round Table
For credit and risk managers from U.S. based insurance companies dealing in loss-sensitive insurance products. (CR)
Mid-Tier Chief Risk Officers Round Table
For the chief risk officer or risk management head of banks with assets from $10 billion to $50 billion. (CR)
North American Chief Risk Officers Round Table
For the largest financial services institutions; focuses on credit management 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 Round Table (Fall)
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 and Small Business/Retail Collections Managers Round Table (Formally Senior Workout Officers II)
For senior workout officers and senior managers at banks with assets from $3 billion to $50 billion who are generally focused on handling collections for small business and retail credits. (CR)
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