Executive Round Tables

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 email the RMA representative listed.

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

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. (For information contact jlooney@rmahq.org)

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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. (For information contact jlooney@rmahq.org)

Chief Credit Policy Officer Round Table

For the chief credit policy officer for regional to large banks. (For information contact jlooney@rmahq.org)

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. (For information contact jlooney@rmahq.org)

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. (For information contact jlooney@rmahq.org)

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. (For information contact jlooney@rmahq.org)

European Credit and Risk Management Round Table

For chief credit officers and other senior credit and risk policy managers with responsibility for Europe. (For information contact rcasler@rmahq.org)

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. (For information contact rcasler@rmahq.org)

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. (For information contact rcasler@rmahq.org)

International Banks U.S. Credit Officer Round Table

For U.S.-based senior credit or risk officers of foreign-owned institutions. (For information contact jlooney@rmahq.org)

Mid-Tier Chief Credit Officers Round Table

For the chief credit officers of banks with assets from $10 billion to $50 billion. (For information contact jlooney@rmahq.org)

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. (For information contact jlooney@rmahq.org)

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. (For information contact jlooney@rmahq.org

North American Chief Credit Officers Round Table

For the senior credit officer or senior commercial credit officer of the largest North American institutions. (For information contact jlooney@rmahq.org)

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. (For information contact jlooney@rmahq.org)

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. (For information contact jlooney@rmahq.org

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. (For information contact jlooney@rmahq.org)

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. (For information contact jlooney@rmahq.org)

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. (For information contact jlooney@rmahq.org)

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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. (For information contact jlooney@rmahq.org)

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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. (For information contact sczajkowska@rmahq or enoverola@rmahq.org)     

Blockchain and Cryptocurrencies Round Table

Risk Management of Blockchain and Cryptocurrencies including BSA/AML, cybersecurity, privacy, and regulatory considerations. (For information contact sczajkowska@rmahq or enoverola@rmahq.org)

BSA/AML Round Table

For those responsible for BSA/AML to discuss best practices, technologies, and regulatory issues. (For information contact sczajkowska@rmahq or enoverola@rmahq.org)

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. (For information contact sczajkowska@rmahq or enoverola@rmahq.org

Chief Data Officer Round Table

Discussions will explore data quality, data governance, privacy, etc. (For information contact sczajkowska@rmahq or enoverola@rmahq.org)

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. (For information contact sczajkowska@rmahq or enoverola@rmahq.org)

Culture and Conduct Round Table

Discussions will focus on framework for managing culture, conduct violations, conduct risk, and link to reputation. (For information contact sczajkowska@rmahq or enoverola@rmahq.org)

Emerging Risk Round Table

For senior risk leaders to discuss identifying and responding to emerging risks throughout the organization. (For information contact sczajkowska@rmahq or enoverola@rmahq.org)

Enterprise Risk Management Round Table for Community Banks

Designed for the head of the ERM function at community banks. (For information contact sczajkowska@rmahq or enoverola@rmahq.org)

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. (For information contact sczajkowska@rmahq or enoverola@rmahq.org)

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. (For information contact sczajkowska@rmahq or enoverola@rmahq.org)

Fair Lending Analytics Round Table

For the heads of the fair lending analytics function in large, super-regional, and mid-tier banks. (For information contact sczajkowska@rmahq or enoverola@rmahq.org)

Incentive Compensation Round Table

Discussions will focus on framework for managing incentive compensation, pool adjustments, and data gathering and score-carding. (For information contact sczajkowska@rmahq or enoverola@rmahq.org)

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. (For information contact sczajkowska@rmahq or enoverola@rmahq.org)

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. (For information contact sczajkowska@rmahq or enoverola@rmahq.org)

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. (For information contact sczajkowska@rmahq or enoverola@rmahq.org)

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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. (For information contact pdshared@rmahq.org)

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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. (For information contact jlooney@rmahq.org)

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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. (For information contact jlooney@rmahq.org)

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. (For information contact jlooney@rmahq.org)

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MARKET RISK

Asia Pacific Country Risk Round Table

(For information contact rcasler@rmahq.org)

Counterparty Risk Round Table

Designed for senior level officers concerned with the measurement, control, and monitoring of counterparty risks. (For information contact rcasler@rmahq.org)

Funding and Liquidity Risk Round Table

(For information contact rcasler@rmahq.org)

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. (For information contact rcasler@rmahq.org)

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. (For information contact rcasler@rmahq.org)

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. (For information contact rcasler@rmahq.org)

Regional Banks Funding and Liquidity Risk Round Table

(For information contact rcasler@rmahq.org)

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. (For information contact rcasler@rmahq.org)

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. (For information contact rcasler@rmahq.org)

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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. (For information contact jlooney@rmahq.org)

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REAL ESTATE

Chief Appraisers Round Table I

For the largest financial institutions’ chief real estate appraisal officers. (For information contact jlooney@rmahq.org)

Chief Appraisers Round Table II

For chief real estate appraisal officers from banks with assets exceeding $10 billion. RMA member institutions only. (For information contact jlooney@rmahq.org)

Environmental Risk Managers Round Table

For environmental risk managers with technical backgrounds from institutions with assets exceeding $10 billion. (For information contact jlooney@rmahq.org)

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. (For information contact jlooney@rmahq.org)

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. (For information contact jlooney@rmahq.org)

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. (For information contact jlooney@rmahq.org)

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. (For information contact jlooney@rmahq.org)

Residential Real Estate Chief Appraisers Round Table

For senior residential real estate appraisers generally from institutions with assets exceeding $10 billion. (For information contact jlooney@rmahq.org)

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. (For information contact jlooney@rmahq.org)

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. (For information contact jlooney@rmahq.org)

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. (For information contact jlooney@rmahq.org)

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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. (For information contact jlooney@rmahq.org)

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. (For information contact jlooney@rmahq.org)

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. (For information contact jlooney@rmahq.org)

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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. (For information contact jlooney@rmahq.org)

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. (For information contact jlooney@rmahq.org)

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. (For information contact jlooney@rmahq.org)

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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. (For information contact kcollins@rmahq.org)

Securities Lending Operations and Technology Managers Round Table

For operations and technology officers responsible for securities lending in their institutions. (For information contact kcollins@rmahq.org)

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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. (For information contact jlooney@rmahq.org

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. (For information contact jlooney@rmahq.org)

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. (For information contact jlooney@rmahq.org)

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