Roundtables

Each year, RMA sponsors a number of roundtables throughout the U.S., Canada, Europe, and Asia. These events bring together small groups of senior bankers who have a common interest in particular issues. Over the course of a day or two, they explore continuing and emerging opportunities and issues in an environment that provides both formal and informal opportunities for sharing ideas.

Please review the RMA Antitrust Guidelines as they apply to roundtable guests.

Please note: RMA roundtables are by invitation only to ensure that there is common interest among the participants for each event. For further information on individual roundtables or to be placed on the invitation list, please call the RMA department identified by the key following each description.

RMA’s roundtables add important value to your membership in the Association. This listing is intended to help you and your associates plan for the roundtables scheduled for the coming year.

While participation is by invitation (to ensure quality of discussion among participants having common interests), RMA and the steering committees for these events would like to ensure that members of the RMA community are aware of the roundtables that are coming up. Please share this schedule with your colleagues.

For further information on individual roundtables or to be placed on the invitation list, please call the RMA department identified by the key following each description.

• Compliance
• Consumer, Retail, and Small Business
• Credit and Lending
• Loan Operations
• Loan Review
• Market Risk
• Middle Market
• Operational Risk
• Policy
• Portfolio Management
• Real Estate
• Risk Management
• Securities Lending Custody
• Workout

COMPLIANCE
Chief Compliance Officers' Roundtable
For the director of compliance or the chief compliance officer of large financial institutions who are dealing with a variety of regulatory reporting issues. (CR)

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CONSUMER, RETAIL, AND SMALL BUSINESS
Consumer Loan Review Roundtable
For heads of loan/risk review for retail exposures, large and regional banks over $5 billion. (CR)

Retail Collections
For senior managers from large and regional banks charged with retail collections operations, including consumer, credit card, and mortgage loans. (CR)

Retail Credit and Risk Management Roundtable I
For the senior credit and risk policy officers of consumer lending at institutions with assets of over $100 billion. (CR)

Retail Credit and Risk Management Roundtable II
For the senior credit and risk policy officers of consumer lending at institutions with assets of between $10 and $100 billion. (CR)

Small Business Credit Officers' Roundtable
For senior credit officers charged with small-business portfolio risk management and credit quality; generally for large banks (regional, super-regional, and national). (CR)

Small Business Loan Center Managers' Roundtable
For individuals responsible for managing small-business centers, both judgmental and scored loans. (CR)

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CREDIT LENDING
Asset-Based Lending Roundtable
For senior line managers and senior credit officers responsible for asset-based lending at institutions with assets of over $10 billion. (CR)

Banker Performance Roundtable
For all bank performance management/training directors (commercial risk management) with at least one year's experience. Applicable to those in core credit/risk management training and continuing education. (SLR)

Northeastern Region Credit Officers' Roundtable
For deputy or regional credit officers from large and regional banks with assets of over $1 billion. (MR)

North American Private Lending Roundtable
An event for senior lenders or the senior credit officers responsible for private banking. (CR)

Northeast Private Lenders' Roundtable
For deputy or regional credit officers from large and regional banks with assets of over $5 billion. (CR)

Southeastern Region Credit Officers' Roundtable
For deputy or regional credit officers from large and regional banks and chief credit officers from banks with assets of over $1 billion. (MR)

Warehouse Lenders' Roundtable I
Offers the opportunity to discuss a range of topics with the major warehouse lenders from around the country. (CR)

Warehouse Lenders' Roundtable II
Offers the opportunity to discuss a range of topics with the major warehouse lenders from around the country. (CR)

Western Region Credit Officers' Roundtable
For deputy or regional credit officers from large and regional banks and chief credit officers from banks with assets of over $1 billion. (MR)

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LOAN OPERATIONS
Commercial Loan Operations Managers' Roundtable
For heads of commercial loan operations, all size institutions. (CR)

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LOAN REVIEW
Credit Review Roundtable I – Large/Global Institutions
For heads of loan/risk review with predominant emphasis on commercial exposures for institutions with assets in excess of $60 billion. (CR)

Credit Review Roundtable II – Regional/Community Banks
Heads of loan/risk review with predominant emphasis on commercial exposures for institutions with assets of between $5 and $60 billion. (CR)

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MARKET RISK
Counterparty Risk Roundtable
Designed for senior level officers concerned with the measurement, control, and monitoring of counterparty risks. (MKR)

Market Risk Officers' 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. (MKR)

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MIDDLE MARKET
Middle Market Credit Officers' Roundtable
For the senior credit officers drawn from the top 50 banks whose primary responsibilities deal specifically with the middle market (distinct from large and small business). (CR)

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OPERATIONAL RISK
Operational Risk Management Discussion Group
A North American event designed for operational risk officers from across the continent. (OR)

Insurance Operational Risk Management Discussion Group
A North American event designed for operational risk officers in insurance companies or insurance departments from across the continent. (OR)

Operational Risk Roundtable
A North American event designed for chief operational risk officers from large institutions. (OR)

Global Operational Risk Roundtable
An international event designed for chief operational risk officers from internationally active institutions. (OR)

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POLICY
Risk Policy Roundtable I
For the largest financial services institutions; focuses on the management of credit and other risks encountered in serving customers principally in North America. (MR)

Risk Policy Roundtable II
For regional and super-regional banks' senior risk policy managers focusing on the management of credit and other risks. (MR)

Credit Policy Roundtable III
For chief credit officers from banks with assets of up to $15 billion. (CR)

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PORTFOLIO MANAGEMENT
Credit Portfolio Management Roundtable
For heads of credit portfolio management. Topics include: active portfolio management techniques, tools, and strategies; loss estimation; correlation; and capital allocation methodologies, modeling, and data. (SLR)

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REAL ESTATE
Chief Appraisers' Roundtable I
For the largest financial institutions' senior real estate appraisal officers. (CR)

Chief Appraisers' Roundtable II
For senior real estate appraisal officers from regional banks. (CR)

Environmental Risk Managers' Roundtable
For environmental risk managers with technical backgrounds from institutions with assets of over $3 billion. (CR)

Real Estate Senior Credit Officers' Roundtable
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)

Texas/Oklahoma Real Estate Roundtable
A regional event designed for the senior manager or senior credit officer responsible for real estate lending with portfolios in Texas and Oklahoma. (CR)

Western Real Estate Roundtable
A regional event designed for the senior manager or the senior credit officer responsible for real estate lending at western financial institutions. (CR)

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RISK MANAGEMENT
Asia-Pacific Credit Risk Officers' Roundtable
For senior credit and risk policy managers with responsibility for the Asia-Pacific region. (AP)

Basel II Implementation Forums (RR)

Insurance Industry Credit Risk Management Roundtable
For credit and risk managers (as well as underwriters) dealing in loss-sensitive insurance products. (CR)

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SECURITIES LENDING CUSTODY
Custody and Payments Risk Managers' Roundtable
For officers responsible for securities custody risk management, operations, and payment systems in their institutions. (SL)

Securities Lending Institutional Contacts Meeting
For the institutional contacts and business executives responsible for securities lending and their initiatives. (SL)

Securities Lending Operations and Technology Managers' Roundtable
For operations and technology officers responsible for securities lending in their institutions. (SL)

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WORKOUT
Senior Workout Officers' Roundtable (CR)

Senior Workout Officers' Roundtable I
For senior managers of the workout function at the largest financial institutions with credit exposure in the United States. (CR)

Senior Workout Officers' Roundtable II
For senior managers of the workout function at the nation's regional and super-regional banks. (CR)

Small Business Workout Officers' Roundtable
For senior managers handling the collection and workout of small business credits. (CR)

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