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Roundtables

Roundtables

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RMA’s Forums and Roundtables offer an exclusive platform to discuss vital risk topics. Collaborate with your peers and subject matter experts, learn about emerging risk challenges, and build your network in a relaxed, engaging setting.   

How RMA Forums and Roundtables Work 

While RMA provides a framework for the agenda, participants select the topics that will be covered during the event. Roundtables and Forums are highly interactive small-group experiences presented in-person and virtually.  

Why You Should Attend an RMA Forum or Roundtable 

  • Expert presentations 
  • Facilitator-led group discussions 
  • Breakout groups for deeper conversations 
  • Peer-to-peer solutioning on real challenges 
  • Networking 

Make the case to attend! Just think about how your organization could easily benefit from your participation. We’ve drafted a letter to help you get approval.

To see our full list of Forums, click here.

Please go to our events calendar for more information.


Market Risk Roundtables

Counterparty Risk Virtual Roundtable

Designed for senior level officers concerned with the measurement, control, and monitoring of counterparty risk.

Spring 2022

For more information, please contact fgarritt@rmahq.org.

European Country/Sovereign Risk Management Roundtable

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.

 

Fall 2022

 

For more information, please contact fgarritt@rmahq.org.

European Credit & Risk Management Roundtable

For CRO and CCO's in the European region.

 

Fall 2022

 

For more information, please contact fgarritt@rmahq.org.

European Market & Counterparty Risk Management Roundtable

For senior risk officers from major institutions concerned with trading activities, counterparty, and asset/liability management risk. Discussion centers on current and emerging issues.

 

Fall 2022

 

For more information, please contact fgarritt@rmahq.org.

Funding and Liquidity Risk Roundtable

The RMA Funding and Liquidity Roundtable is for first and second-line risk professionals responsible for funding and liquidity risk management. This would include how the bank funds itself as well as the market access for assets the institution takes to market as part of an overall effective liquidity risk management strategy.

 

Fall 2022

 

For more information, please contact fgarritt@rmahq.org.

Global Country Risk Management Virtual Roundtable

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.

Winter/ Spring 2022

For more information, please contact fgarritt@rmahq.org.

Interest Rate Risk in the Banking Book Virtual Roundtable

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.

Winter 2022

For more information, please contact fgarritt@rmahq.org.

Latin American Chief Risk and Chief Credit Officers Roundtable

For CRO and CCO's in the Latin American region.

 

Fall/Winter 2022

 

For more information, please contact fgarritt@rmahq.org.

Market Risk Virtual Roundtable

For market risk officers from major institutions concerned with trading activities, counterparty, and asset/liability management risk. Discussion centers on current and emerging issues.

Spring 2022

For more information, please contact fgarritt@rmahq.org.

Mid-Tier Banks Model Risk Roundtable

Designed for senior risk professionals managing model development, validation, and governance. Discussion will highlight evolving challenges facing the industry.

 

Winter 2022

 

For more information, please contact fgarritt@rmahq.org.

Regional Banks Funding and Liquidity Risk Virtual Roundtable

The RMA Regional Banks Funding and Liquidity Roundtable is for first and second line risk professionals responsible for funding and liquidity risk management. This would include how the bank funds itself as well as the market access for assets the institution takes to market as part of an overall effective liquidity risk management strategy.

Spring 2022

For more information, please contact fgarritt@rmahq.org.

Regional Banks Market and Counterparty Risk Roundtable

For senior risk professionals managing market, counterparty, and liquidity risks for institutions ranging from $50 to $200 billion in assets. Discussion will highlight evolving industry and regulatory issues.

 

Winter 2022

 

For more information, please contact fgarritt@rmahq.org.

Regional Banks Model Risk Roundtable

The RMA Regional Banks Model Risk Roundtable is for risk professionals responsible for model risk management and validation.

 

Winter 2022

 

For more information, please contact fgarritt@rmahq.org.


Operational & Enterprise Risk
Roundtables

BCP/Disaster Recovery Roundtable

This is an invitation-only, peer-sharing discussion designed for risk managers in financial institutions ($10B to $100B) looking to discuss risk event preparedness and response with reputation in mind. This guided discussion explores current business continuity and disaster recovery issues, as peers discuss leading practices in areas like assessments, metrics, and tools.

 

July 26 - 27, 2022

 

If interested in attending, please email ORMERM@rmahq.org for consideration. 

BSA/AML Roundtable

In this invitation-only meeting, peers responsible for BSA/AML from mid-tier, regional, and large banks will discuss best practices, technologies, and regulatory issues relating to BSA/AML.

 

May 24 - 25, 2022

 

If interested in attending, please email ORMERM@rmahq.org for consideration. 

Chief Compliance Officer Roundtable

This invitation-only meeting is designed specifically for the directors of compliance or the chief compliance office of mid-tier and large financial institutions to discuss a variety of regulatory compliance issues.

 

May 9 - 10, 2022

If interested in attending, please email ORMERM@rmahq.org for consideration. 

Concentration Risk (Non-Financial) Roundtable

This invitation-only round table is designed for ERM and ORM professionals managing and overseeing non-financial concentration risk and exposure.

 

May 11 - 12, 2022

 

If interested in attending, please email ORMERM@rmahq.org for consideration. 

Culture and Conduct Roundtable

Senior executives and directors will focus on a framework for managing culture, conduct violations, conduct risk, and link to reputation.

 

July 19 - 20, 2022

 

If interested in attending, please email ORMERM@rmahq.org for consideration. 

Emerging Risk Roundtable

This is an invitation-only, peer-sharing discussion designed for enterprise risk managers or similar roles in financial institutions ($25B to $100B) looking to discuss emerging risk management. This guided discussion explores practices ERM can use to engage business leaders to identify risks or events that could materially affect their organization, which may not be on a traditional risk register. Peers are encouraged to discuss leading practices in areas like assessments, metrics, and tools.

 

April 25, 2022

November 17, 2022

 

If interested in attending, please email ORMERM@rmahq.org for consideration. 

ERM for Community Banks Roundtable

This invitation-only meeting, designed specifically to allow the head of the Enterprise Risk Management function at community banks to interact with other risk management professionals.

 

June 9, 2022

 

If interested in attending, please email ORMERM@rmahq.org for consideration. 

ERM for Large Banks Roundtable

This invitation-only meeting is designed specifically to allow the head of the Enterprise Risk Management function at large financial institutions ($60 billion and above) to interact with other risk management professionals and discuss issues in the evolving landscape of ERM.

 

June 9, 2022

 

If interested in attending, please email ORMERM@rmahq.org for consideration. 

ERM for Mid-Tier Roundtable

This invitation-only meeting is designed specifically to allow the head of the Enterprise Risk Management function at mid-tier financial institutions ($10-$50 billion) to interact with other risk management professionals.

 

June 9, 2022

 

If interested in attending, please email ORMERM@rmahq.org for consideration. 

ESG Roundtable

This invitation-only meeting is designed specifically to allow the leaders of Environmental Social Governance risk function to interact with other risk management professionals.

 

June 27 - 28, 2022

If interested in attending, please email ORMERM@rmahq.org for consideration. 

Fair Lending Analytics Roundtable

In this invitation-only meeting, the heads of the fair lending analytics function in large, super-regional, and mid-tier banks will discuss issues their banks face in managing fair lending compliance risks.

 

June 21 - 22, 2022

 

If interested in attending, please email ORMERM@rmahq.org for consideration. 

FinTech Roundtable

August 18 - 19, 2022

 

If interested in attending, please email ORMERM@rmahq.org for consideration. 

Fraud Roundtable

This invitation-only meeting provides an exceptional opportunity for you to meet with your peers from other financial institutions to discuss the issues you face in managing fraud risk.

 

If interested in attending, please email ORMERM@rmahq.org for consideration. 

Incentive Compensation Roundtable

In this invitation-only meeting designed for HR and professionals in charge of the compensation programs, discussions will focus on a framework for managing incentive compensation, pool adjustments, and data gathering and scorecarding.

 

June 14 - 15, 2022

 

If interested in attending, please email ORMERM@rmahq.org for consideration. 

Information Security for ERM Roundtable

This is an invitation-only, peer-sharing discussion designed for enterprise risk managers (or similar professionals) in financial institutions ($10B to $100B) looking to discuss risks in the Information Security and Cyber Security areas. This guided discussion explores emerging and trending InfoSec issues, as peers discuss leading practices in areas like assessments, metrics, and tools.

 

April 4 - 5, 2022

 

If interested in attending, please email ORMERM@rmahq.org for consideration. 

Privacy Roundtable

This invitation-only round table is designed for senior executives and directors in financial institutions with assets $10B to $100B. This peer- discussion will focus on the privacy framework, tools, and leading practices to address emerging privacy risks.

 

If interested in attending, please email ORMERM@rmahq.org for consideration. 

Technology Risk Roundtable

In this invitation-only meeting, the heads of technology risk management from large, super-regional, and mid-tier banks will discuss issues their banks face in managing the risk of technology.

 

May 3 - 4, 2022

 

If interested in attending, please email ORMERM@rmahq.org for consideration. 

Third Party Risk Management Roundtable

This invitation-only meeting is designed for the financial services CPOs and third-party risk management directors and provides an opportunity to share best practices, technologies, challenges, and solutions for vendors and non-vendors.

 

April 28 - 29, 2022

 

If interested in attending, please email ORMERM@rmahq.org for consideration. 

Risk and Control Self-Assessment Roundtable

Risk and Control Self-Assessment (RCSA) has often been considered a “check-the-box” exercise with little value for risk management and business teams. Does it need to be that way? Or can RCSA be transformed into a more valuable tool?   This roundtable discusses approaches to transform RCSA into a strategic management tool that fosters robust risk management and control, drives improved customer experience and efficiencies, and enhances broader Operational Risk Management (ORM) initiatives.

 

This event encourages peers to share leading practices to strengthen their RCSA and broader ORM programs, enhance their value-add, and align them with operational excellence objectives. It also addresses approaches to improve implementation, convergence, data analytics, reporting, and sustainability.

 

For more information contact: ORMERM@rmahq.org


Credit Risk
Roundtables

Agriculture & Agribusiness Credit & Risk Officer Roundtable

This is an invitation only meeting for credit officers, risk officers, and senior line executives from banks with assets greater than $10 billion and have the responsibility for their institution's agricultural or agribusiness loan portfolios. Topics discussed include: Crop farmers, dairy, cotton, livestock, climate, hedging practices, commodity markets, tariffs, supply chain, etc. All topics are submitted by the participants and represent the most current issues in Ag Lending faced by the institutions.

 

For more information, please contact creditriskevents@rmahq.org.

Allowance for Credit Loss Roundtable

This is an invitation only meeting for those individuals at large banks who have responsibility for calculating their institution’s Allowance for Credit Loss (ACL). This meeting is generally for large, super-regional and mid-tier banks with assets greater than $25 billion. In this peer sharing event, participants will discuss current credit issues and share best practices related to reserves. Past discussion topics include but are not limited to the following: reasonable & supportable periods; reversion periods; day one; triggers & thresholds; governance/structure and reporting. The round table agenda is determined based on topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Business Banking & Small Business Leaders Roundtable

This is an invitation-only meeting for senior and executive leaders from financial institutions with assets greater than $10 billion with responsibility for their institution’s Business Banking, Small Business, and SME banking business. During this peer sharing event, participants will discuss various topics including, but not limited to, operating models, business development, partnering with credit, talent management, technology and efficiency, and areas for loan growth. The round table agenda is determined based on topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Business Banking Credit Officers Roundtable

This is an invitation only meeting for senior credit officers charged with business banking portfolio risk management and credit quality at their organizations whose asset size is generally over $10 Billion. During this peer sharing event, participants will discuss current issues, share best practices and explore solutions to current industry challenges. Past discussion topics include: underwriting standards; approval authority & scoring; portfolio management and policy impacts & strategy. The round table agenda is determined based on the topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Business Banking Loan Center Managers Roundtable

This is an invitation-only meeting for managers of small business loan centers, handling both judgmental and scored loans at banks with assets over $10 billion. During this peer sharing event, the leaders discuss current credit issues, share best practices and explore solutions to current industry challenges. Some past discussion topics include: approval rates & KPIs; portfolio management; policy impacts; and technology impacts. The round table agenda is determined based on topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Chief Appraisers Roundtable I

This "invitation-only" meeting is for chief appraisers primarily responsible for investment, income producing, non-owner occupied CRE in financial institutions with assets over $50 billion. During this peer sharing event, participants will discuss various topics including, but not limited to, quality control, appraisal standards, processes and procedures, evaluations, validations, vendor and technology issues, bias in appraisals and staffing issues. The round table agenda is determined based on topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Chief Appraisers Roundtable II

This is an invitation-only meeting for chief appraisers primarily responsible for investment non-owner occupied CRE in financial institutions with assets between $10 billion and $50 billion. During this peer sharing event, participants will discuss various topics including, but not limited to, QC processes and procedures, evaluations, validations, vendor and technology issues, bias in appraisals and regulatory issues. The round table agenda is determined based on topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Chief Credit Policy Officers Roundtable

This invitation-only meeting is for Chief Credit Policy Officers for banks with assets over $10 billion and govern over/write the banks commercial and consumer loan policies. In this peer sharing event, participants will discuss best practices and current challenges. Past discussion topics include but are not limited to credit policy development, workflow & processes, ESG, policy exceptions management, and talent management. The round table agenda is determined based on topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Commercial and Corporate Banking Leaders Roundtable

This is an invitation-only meeting is for senior and executive leaders with responsibility for their institution’s commercial and corporate banking business from financial institutions with assets greater than $50 billion. During this peer sharing event, participants will discuss various topics including, but not limited to, partnering with credit, talent management, relationship manager productivity and leveraging technology. The round table agenda is determined based on topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Commercial Credit Review Roundtable I

This is an invitation-only meeting for heads of loan/credit risk review with predominant emphasis on commercial exposures. Participants are generally from financial institutions with assets greater than $50 billion. In this peer sharing event, participants discuss current loan/credit issues, share best practices and explore solutions to current industry challenges. Some of the past discussion topics include: risk rating portfolios; developing the loan review plan; risk ratings; shared national credits; continuous monitoring; predictive analytics and talent management & training. The round table agenda is determined based on the topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Commercial Credit Review Roundtable II

This is an invitation-only meeting for heads of loan/credit risk review with predominant emphasis on commercial exposures. Participants are generally from financial institutions with assets greater than $10 billion but under $50 billion. In this peer sharing event, participants discuss current loan/credit issues, share best practices and explore solutions to current industry challenges. Some of the past discussion topics include: risk rating portfolios; developing the loan review plan; risk ratings; shared national credits; continuous monitoring; predictive analytics and talent management & training. The round table agenda is determined based on the topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Commercial Loan Services Managers Roundtable

This is an invitation-only meeting for heads of commercial loan services departments in banks whose asset size generally exceeds $10 Billion. During this peer sharing event, participants will discuss various topics including, but not limited to, structure & operating models; systems & processes; technology impacts; and talent management & training. The round table agenda is determined based on topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Commercial Real Estate Banking Leaders Roundtable

This is an invitation-only meeting for senior and executive leaders with responsibility for their institution’s commercial real estate banking business from financial institutions with assets greater than $10 billion. During this peer sharing event, participants will discuss various topics including, but not limited to, property type discussions, underwriting standards, talent management, and appraisal issues. The round table agenda is determined based on topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Commercial Real Estate Credit Officers Roundtable

This is an invitation-only meeting for senior credit officers responsible for credit decisioning for commercial real estate at financial institutions with assets greater than $10 billion. During this peer sharing event, participants will discuss various topics including, but not limited to, CRE strategy, sector discussions, underwriting standards, appraisal issues, and talent management. The round table agenda is determined based on topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Commercial Real Estate Symposium

This is an invitation only meeting for The Chief Real Estate Lending Officer, Chief Credit Officer – Real Estate, and Chief of Capital Markets for Real Estate for primarily the largest banks over $50 billion in assets and those member institutions that engage in large CRE lending deals that are syndicated across several banking institutions. The spirit of this program is for each member institution to send all three of the loan team designated above to discuss current market and competitive issues; credit risk issues, ability to effectively syndicate the deal through the capital markets process. Other issues discussed are regulation, underwriting standards, non bank competition, REITS, Debt Funds and talent. All the participants provide topics that create the agenda.

 

For more information, please contact creditriskevents@rmahq.org.

Commercial Risk Grading & Modelers Roundtable

This invitation-only meeting is for individuals for institutions with assets over $60 billion and those institutions that have dedicated staff responsible for the design and management of PD and LGD commercial risk rating models. In the meeting these leaders will discuss current credit issues and share best practices in commercial risk grading frameworks and modeling. Peers share views on topics including but not limited to: PD and LDG model building and management for the various lines of business; impact of disrupters (pandemic); regulation, CECL, use of models within the organization, validation, loan types from micro to largest, and climate risk. It is important to note that all agenda topics are created and determined by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Commercial Underwriting & Portfolio Management Roundtable

This invitation only meeting is for the heads of commercial portfolio manager teams and/or commercial underwriting teams that are a specific part of the first line of defense in the approval process and borrower maintenance of commercial loan borrowers. This is a new roundtable for banks with assets sizes above $30 billion or that have an organizational structure that has a team lead that manages the work flow of a group of commercial portfolio managers or underwriters. Some topics of interest to discuss include; workflow and processes, turn times, underwriting standards, policies, industry and sector, responsible growth, risk ratings, and regulation. All topics for agendas are created by and for the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Community Bank Roundtable - Central

This is an invitation-only meeting for Chief Credit Officers, Chief Risk Officers, Chief Banking Officers, Chief Lending Officers from the Central region of the United States and Canada who are responsible for Commercial Credit Risk and policy governance at banks up to $3 Billion in total assets. Central states include MI, IN, OH, KY, MO, IA, MN, ND, IL, WI, SD, NE, KS, OK. During this peer sharing event, participants will discuss various topics including, but not limited to, underwriting standards, sector discussions, talent management and training. The round table agenda is determined based on topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Community Bank Roundtable - Northeast

This is an invitation-only meeting for Chief Credit Officers, Chief Risk Officers, Chief Banking Officers, Chief Lending Officers from the Northeast region of the United States and Canada who are responsible for Commercial Credit Risk and policy governance at banks up to $3 Billion in total assets. Northeast states include ME, NH, VT, MA, RI, CT, NY, PA, NJ, DE, MD and DC. During this peer sharing event, participants will discuss various topics including, but not limited to, underwriting standards, sector discussions, talent management and training. The round table agenda is determined based on topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Community Bank Roundtable - Southeast

This is an invitation-only meeting for Chief Credit Officers, Chief Risk Officers, Chief Banking Officers, Chief Lending Officers from the Southeast region of the United States and Canada who are responsible for Commercial Credit Risk and policy governance at banks up to $3 Billion in total assets. Southeast states include WV, VA, NC, SC, TN, GA, AL, MS, LA, FL, AR, TX, OK. During this peer sharing event, participants will discuss various topics including, but not limited to, underwriting standards, sector discussions, talent management and training. The round table agenda is determined based on topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Community Bank Roundtable - West

This is an invitation-only meeting for Chief Credit Officers, Chief Risk Officers, Chief Banking Officers, Chief Lending Officers from the Western region of the United States and Canada who are responsible for Commercial Credit Risk and policy governance at banks up to $3 Billion in total assets. Western States include AK, WA, OR, ID, UT, CA, AZ, NM, MT, WY, CO, NV, HI, TX. During this peer sharing event, participants will discuss various topics including, but not limited to, underwriting standards, sector discussions, talent management and training. The round table agenda is determined based on topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Consumer Credit Review Roundtable

This is an invitation-only meeting for heads of loan/credit risk review for consumer and retail exposures within the banks with asset sizes of over $10 billion. At this peer sharing event, topics for discussion normally include but are not limited to: emerging issues; credit policy, risk appetite; loss mitigation/collections​; FICO scores; and risk ratings. The roundtable agenda is determined based on topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Consumer Credit Risk Roundtable (aka Retail Credit Management Roundtable)

This invitation only meeting is for the Chief Credit Officers specifically responsible for oversight of credit quality for Consumer debt products such as auto, installment, credit card, mortgages, HELOC, and Small Business loans for the banks with assets greater than $60 billion and have strong consumer exposures. Topics include: AI and ML, Underwriting Standard, Policies, Deferrals, Deferment, Collection practices, Regulation, Consumer Behavior, Industry sectors, supply chain, data analytics to name a few. The agendas are created and finalized by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Consumer Risk Management Roundtable

This invitation only meeting is for the Consumer Chief Risk Officers responsible for the risk management of consumer debt products in the largest banks with assets above $60 billion. This meeting has peer discussions on topics including but not limited to oversight of policies, processes, transformational, reputational, regulatory, technology, and ESG risk. Agendas are created and designed by the event participants. Topics could include: Climate Risk, Cyber and Fraud risk, talent management, regulation, compliance, and technology.

 

For more information, please contact creditriskevents@rmahq.org.

Corporate and Investment Banking Credit Officer Roundtable

This invitation-only meeting is for senior and executive credit officers from financial institutions with asset sizes over $30 billion that adjudicate the corporate and investment banking business for their institution. This is a specific area of the bank that manage clients with the largest, most complex organizational structures, and revenue generation in the billions. Join this meeting of your peers to share best practices across the emerging risks, technology, underwriting standards, regulatory issues, risk ratings, credits role in responsible growth, and talent management. The roundtable agenda is determined based on topics of discussion chosen by the participants. 

 

For more information, please contact creditriskevents@rmahq.org.

Credit Portfolio & Concentration Management Roundtable

This invitation-only meeting is for senior officers responsible for credit portfolio and concentration management for their institution. During this meeting leaders will discuss current credit issues and share best practices around: Limits, portfolio strategy, processes, frameworks, governance, industry, sectors, borrower concentration management to name a few. This meeting is intended for large, super-regional, regional, and midtier banks with assets greater than $10 billion, who have a portfolio and concentration management division. All agendas are created by topics selected by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Credit Stress Testing Roundtable

This is an invitation-only meeting for senior officers who are responsible for their institution’s credit stress testing process. This meeting is generally for large, super-regional and mid-tier banks with assets greater than $25 billion. In this peer sharing event, participants will discuss current credit issues and share best practices in credit stress testing. Past discussion topics include but are not limited to the following: data and modeling; approaches for various portfolios; climate risk stress testing; risk identification and economic trends. The roundtable agenda is determined based on topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Environmental Risk Managers Roundtable

This is an invitation-only meeting for environmental risk managers in financial institutions with assets greater than $10 billion. During this peer sharing event, participants will discuss various topics including, but not limited to, policy and process updates, regulatory and audit issues, innovation and technology solutions, vendor management, ASTM issues, and talent management. The roundtable agenda is determined based on topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Health Care Credit Officers Roundtable

This invitation-only meeting is for senior credit and lending officers with responsibility for their institution’s health care credit portfolios. In the meeting these leaders will discuss current industry and credit issues and share best practices in health care lending space. This meeting is intended for large, super-regional and mid-tier banks with assets in excess of $10 billion. Topic will include: Underwriting Standards, health care sectors, regulation both banking and healthcare, reimbursements, insurance, revenue cycles, industry consolidation, and responsible growth to name a few. All agendas for this meeting are created by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Large Community Bank Chief Credit & Risk Officer Roundtable

This is an invitation-only meeting for the chief credit or risk officer of community banks between $3 and $10 billion in assets. During this peer sharing event, the leaders discuss current credit issues, share best practices in credit and risk management, and explore solutions to current industry challenges. Past discussion topics include: underwriting standards; approval processes; tracking exceptions; portfolio management, articulating risk appetite; and talent management & training; The roundtable agenda is determined based on the topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Middle Market Credit Officers Roundtable

This is an invitation only meeting for credit officers responsible for the middle market size credits and specialty lending credits as defined by their institutions. This is for financial institutions with assets greater than $20 billion or institutions that do middle market lending. Agenda topics of discussion include: Underwriting Standards, Regulation, Various special industry lending divisions and industry sectors, process and workflow, talent management and succession, CECL, and LIBOR transition to name a few. Agendas are created by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Mid-Tier Chief Credit Officers Roundtable

This is an invitation-only meeting for the chief credit of the midsized banks between $10 and $50 billion in assets. During this peer sharing event, the leaders discuss current credit issues, share best practices in credit and risk management, and explore solutions to current industry challenges. Past discussion topics include: Underwriting standards; policy and processes; concentrations and portfolio management, risk appetite; Sector Risk; Regulatory Risk, CECL, Climate Risk, ESG, and talent management/succession. The agenda topics are determined by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Mid-Tier Commercial and Corporate Banking Leaders Roundtable

This is an invitation-only meeting is for senior and executive leaders with responsibility for their institution’s commercial and corporate banking business from financial institutions with assets between $10 billion and $50 billion. During this peer sharing event, participants will discuss various topics including, but not limited to, partnering with credit, talent management, relationship manager productivity and leveraging technology. The roundtable agenda is determined based on topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Mid-Tier Senior Workout Officers Roundtable

This invitation-only meeting is for senior officers of mid-sized banks who are responsible for their institution's commercial loan workout function. Mid-sized banks have assets sizes that generally range between $10 and $60 billion. In this peer sharing event, workout leaders will discuss current credit issues and share best practices in loan workout and resolution. Some past discussion topics include: risk ratings, deferrals, TDRs, accrual status, sectors discussions, talent management and training. The roundtable agenda is determined based on topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Midwest Commercial Real Estate Roundtable

This is an invitation-only meeting for senior and regional credit officers responsible for credit decisioning for commercial real estate credit (excluding owner occupied) in the Midwestern U.S. from financial institutions with assets greater than $3 billion. This would also include Chief Credit Officers and Chief Lending Officers at large community banks. The Midwest region* includes MN, WI, MI, OH, IN, IL, IA, KY, MO, ND, SD, NE, KS. During this peer sharing event, participants will discuss various topics including, but not limited to, underwriting standards, sector discussions, talent management and training. The roundtable agenda is determined based on topics of discussion chosen by the participants

*NOTE: The banks do not have to be headquartered in this region but need to have exposures within this region.

 

For more information, please contact creditriskevents@rmahq.org.

Midwest Credit Officers Roundtable

This is an invitation-only meeting for senior and regional credit officers responsible for credit decisioning for C&I and owner-occupied CRE transactions in the Midwestern U.S. from financial institutions with assets greater than $3 billion. This would also include Chief Credit Officers and Chief Lending Officers at large community banks. The Midwest region* includes MN, WI, MI, OH, IN, IL, IA, KY, MO, ND, SD, NE, KS. During this peer sharing event, participants will discuss various topics including, but not limited to, underwriting standards, talent management and training. The roundtable agenda is determined based on topics of discussion chosen by the participants

*NOTE: The banks do not have to be headquartered in this region but need to have exposures within this region.

 

For more information, please contact creditriskevents@rmahq.org.

North American Chief Credit Officers Roundtable

This is an invitation-only meeting for the chief credit of the midsized banks between $10 and $50 billion in assets. During this peer sharing event, the participants discuss current credit issues, share best practices in credit and risk management, and explore solutions to current industry challenges. Past discussion topics include: Underwriting standards; policy and processes; concentrations and portfolio management, risk appetite; Sector Risk; Regulatory Risk, CECL, Climate Risk, ESG, and talent management/succession. The agenda topics are determined by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

North American Private Lending Roundtable

This invitation-only program is for senior lenders and senior credit /risk officers responsible for private client/wealth management exposures within the institutions with assets greater than $20 billion or have a portfolio that is specific to this sector. The meeting will have peer discussions on various topics that typically include securities based lending, other unique lending exposure that serve the affluent, underwriting standards, CRE, regulation, competitive non bank entities, unsecured and secured, and ESG. The agenda for this meeting is created by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Northeast Commercial Real Estate Roundtable

This is an invitation-only meeting for senior and regional credit officers from banks with assets greater than $3 billion. During this peer sharing event, participants discuss current credit issues, share best practices, and explore solutions to current industry challenges. Some past discussion topics include: CRE underwriting standards, appraisals, portfolio management and climate risk. The roundtable agenda is determined based on topics of discussion chosen by the participants. Northeastern region includes DC, ME, NH, VT, NY, RI, DE, NJ, CT, MD, PA, MA. *NOTE: The banks do not have to be headquartered in this region but need to have exposures within this region.

 

For more information, please contact creditriskevents@rmahq.org.

Northeast Credit Officers Roundtable

This is an invitation-only meeting for senior and regional credit officers from banks with assets greater than $3 billion. During this peer sharing event, participants discuss current credit issues, share best practices, and explore solutions to current industry challenges. Some past discussion topics include: C&I underwriting standards; appraisals; portfolio management and climate risk. Northeastern region includes DC, ME, NH, VT, NY, RI, DE, NJ, CT, MD, PA, MA. The round table agenda is determined based on topics of discussion chosen by the participants. *NOTE: The banks do not have to be headquartered in this region but need to have exposures within this region.

 

For more information, please contact creditriskevents@rmahq.org.

Oil & Gas Roundtable

This is an invitation-only meeting for senior credit and lending officers with responsibility for oil and gas credit portfolio in banks with assets greater than $3 billion. During this peer sharing event, participants will discuss various topics including, but not limited to: regulatory issues, underwriting standards, borrowing bases and climate risk. The roundtable agenda is determined based on topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Residential Real Estate Chief Appraisers Roundtable

This is an invitation-only meeting for chief appraisers responsible for residential real estate in financial institutions with assets greater than $10 billion. During this peer sharing event, participants will discuss various topics including, but not limited to: appraisal reviews, evaluations, regulatory issues, and third party vendors. The roundtable agenda is determined based on topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Senior Workout Officer Roundtable - Canada Spring Meeting

This is an invitation-only meeting for heads of the loan workout/special asset function of the large Canadian banks. In the meeting, the workout leaders discuss current credit issues, share best practices, and explore solutions to current industry challenges in managing distressed assets, TDR's, workflows, regulatory guidance.

 

For more information, please contact creditriskevents@rmahq.org.

Senior Workout Officer Roundtable - Canada Winter Meeting

This is an invitation-only meeting for heads of the loan workout function of the large Canadian banks. In the meeting, the workout leaders discuss current credit issues, share best practices, and explore solutions to current industry challenges. All the participants select topics that are populated into the meeting agenda.

 

For more information, please contact creditriskevents@rmahq.org.

Senior Workout Officer's Fall Meeting

This is an invitation-only meeting, for senior/executive level managers with the oversight of the workout/ special asset function at financial institutions with total assets greater than $60 billion and portfolios in the US. This group governs over the institutions distressed, non performing, doubtful and loss identified loans. The topics selected by the participants and discussed are current to the date of the meeting and have included : Talent management/succession, COVID, TDR management, Risk Rating migration, processes, File Flow, Industry/Sectors; Regulations and Underwriting. All topics are selected by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Senior Workout Officers I Roundtable

For more information, please contact creditriskevents@rmahq.org.

Small Business Administration Roundtable

This is an invitation only meeting for credit and risk officers responsible for the bank’s SBA program at their organizations whose assets size generally exceed $10 Billion. During this peer sharing event, participants will discuss current issues, share best practices and explore solutions to current industry challenges. Past discussion topics include: various lending programs; approval authority; portfolio management; and talent management & training. The roundtable agenda is determined based on the topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Southeastern Credit Officers Roundtable

This is an invitation-only meeting for senior and regional credit officers responsible for credit decisioning for C&I and owner-occupied CRE transactions in the Southeastern U.S. from financial institutions with assets greater than $3 billion. This would also include Chief Credit Officers and Chief Lending Officers at large community banks. The Southeast region* includes VA, WV, NC, TN, SC, GA, FL, AL, MS, LA, AR, TX, OK. During this peer sharing event, participants will discuss various topics including, but not limited to: underwriting standards, talent management and training. The roundtable agenda is determined based on topics of discussion chosen by the participants

*NOTE: The banks do not have to be headquartered in this region but need to have exposures within this region.

 

For more information, please contact creditriskevents@rmahq.org.

Southeastern Real Estate Roundtable

This is an invitation-only meeting for senior and regional credit officers responsible for credit decisioning for commercial real estate credit (excluding owner occupied) in the Southeastern U.S. from financial institutions with assets greater than $3 billion. This would also include Chief Credit Officers and Chief Lending Officers at large community banks. The Southeast region* includes VA, WV, NC, TN, SC, GA, FL, AL, MS, LA, AR, TX, OK. During this peer sharing event, participants will discuss various topics including, but not limited to: underwriting standards, sector discussions, talent management and training. The roundtable agenda is determined based on topics of discussion chosen by the participants

*NOTE: The banks do not have to be headquartered in this region but need to have exposures within this region.

 

For more information, please contact creditriskevents@rmahq.org.

Texas/Oklahoma Commercial Real Estate Roundtable

This is an invitation-only meeting for senior and regional credit officers responsible for credit decisioning for commercial real estate credit (excluding owner occupied) in Texas and Oklahoma * from financial institutions with assets greater than $3 billion. This would also include Chief Credit Officers and Chief Lending Officers at large community banks. During this peer sharing event, participants will discuss various topics including, but not limited to: underwriting standards, sector discussions, appraisal issues, talent management and training. The roundtable agenda is determined based on topics of discussion chosen by the participants.

*NOTE: The banks do not have to be headquartered in this region but need to have exposures within this region.

 

For more information, please contact creditriskevents@rmahq.org.

Texas/Oklahoma Credit Officers Roundtable

This is an invitation-only meeting for senior and regional credit officers responsible for credit decisioning for C&I and owner-occupied CRE transactions in Texas and Oklahoma* from financial institutions with assets greater than $3 billion. This would also include Chief Credit Officers and Chief Lending Officers at large community banks. During this peer sharing event, participants will discuss various topics including, but not limited to: underwriting standards, talent management and training, and forward-looking portfolio indicators. The roundtable agenda is determined based on topics of discussion chosen by the participants.

*NOTE: The banks do not have to be headquartered in this region but need to have exposures within this region.

 

For more information, please contact creditriskevents@rmahq.org.

Warehouse Lending Roundtable

This is an invitation-only meeting for credit officers, lending officers, portfolio managers and others responsible for warehouse lending at institutions with assets greater than $10 billion. During this peer sharing event, participants will discuss various topics including, but not limited to: economic and production outlook, underwriting standards, and new products/niche products in the market. The roundtable agenda is determined based on topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.

Western Real Estate Roundtable

This is an invitation-only meeting for senior and regional credit officers responsible for credit decisioning for commercial real estate credit (excluding owner occupied) in the Western U.S. from financial institutions with assets greater than $3 billion. This would also include Chief Credit Officers and Chief Lending Officers at large community banks. The Western region* includes AK, WA, OR, ID, UT, CA, AZ, NM, MT, WY, CO, NV, HI, TX. During this peer sharing event, participants will discuss various topics including, but not limited to: underwriting standards, sector discussions, talent management and training. The roundtable agenda is determined based on topics of discussion chosen by the participants.

*NOTE: The banks do not have to be headquartered in this region but need to have exposures within this region.

 

For more information, please contact creditriskevents@rmahq.org.

Western Region Credit Officers Roundtable

This is an invitation-only meeting for senior and regional credit officers responsible for credit decisioning for C&I and owner-occupied CRE transactions in the Western U.S. from financial institutions with assets greater than $3 billion. This would also include Chief Credit Officers and Chief Lending Officers at large community banks. The Western region* includes AK, WA, OR, ID, UT, CA, AZ, NM, MT, WY, CO, NV, HI, TX. During this peer sharing event, participants will discuss various topics including, but not limited to: underwriting standards, talent management and training. The roundtable agenda is determined based on topics of discussion chosen by the participants.

*NOTE: The banks do not have to be headquartered in this region but need to have exposures within this region.

 

For more information, please contact creditriskevents@rmahq.org.

Workout Officers Roundtable

This is an invitation-only meeting for senior workout officers of regional banks, deputy workout officers of large banks, and heads of business banking workout in banks whose asset size generally exceeds $50 Billion. During this peer sharing event, participants will discuss various topics including, but not limited to: risk ratings, deferrals, TDRs, accrual status, sectors discussions, talent management and training. The roundtable agenda is determined based on topics of discussion chosen by the participants.

 

For more information, please contact creditriskevents@rmahq.org.