Chapter Awards
and
Recognition

RMA'S Live Online Courses

Chapter Awards and Recognition

RMA believes in the importance of recognizing outstanding chapters for their achievements.  The dedication of the volunteer chapter boards to further RMA’s mission is a testament to the strength of our association and its members.  RMA Chapters are recognized on an annual basis for their accomplishments via the William F. Githens Chapter Awards Program and the Chapter Excellence Awards.

  • Chapter Planning Guide Awards
  • Chapter Excellence Awards 

RMA’s William F. Githens Chapter Awards Program enables leaders of local RMA chapters to plan and evaluate their year’s activities and performance, as well as identify areas for improvement.  Performance is rated based on the chapter’s ability to accomplish key tasks, provide general membership meetings, affinity group meetings, educational events, and grow membership. 

RMA is pleased to introduce a new webinar series addressing the top challenges facing the financial services industry and providing practical solutions to allow your institution to thrive. Created by risk professionals for risk professionals, this new resource continues RMA’s mission of helping your institution manage emerging risks in an increasingly complex market. The webinar series will feature two 1-hour webinars every first and third Tuesday of the month on a variety of current topics. Because of the timely nature of this series and our desire to bring you the most relevant content, the additional webinars will be announced at a later date.

Purchase all remaining live webinars in the series as a package.
Recordings of the webinars can be purchased below as they become available after their air date.

Purchase Full Series
Register for two or more webinars.

20% 

DISCOUNT

Use Promo Code: RRWS20

Chapter Planning Guide Awards

MARIJUANA MANIA

NOVEMBER

5

November 5, 2019

By 2024, the cannabis industry is predicted to reach $40 billion annually. Clearly this industry could boost bank profits.

Speaker: Stanley Jutkowitz, Senior Counsel, Seyfarth Shaw
Purchase the webinar recording

CLIMATE CHANGE MANAGEMENT

NOVEMBER

19

November 19, 2019

Climate change presents both physical and transitional risks to the assets financed by your financial institution. 

Speakers: Lora Phillips, VP, Corporate Social Responsibility, PNC; Gary Way, SVP of Credit Strategy and C&I Portfolio Management, PNC; Chris Lafakis, Director, Moody’s Analytics
Register Today

Meeting Consumer Expectations

APRIL

TBD

TBD

Speaker: TBD

Session Description

Because the consumer landscape is drastically changing right now, we want to hold off on delivering this webinar, to be able to provide relevant content to you at a future date in May. We will update this site once we have a new date. 

Find out how customer service in other industries and rapid advances in technology are shaping borrower expectations regarding auto, home, and other lending, and the opportunities and risks this changing landscape presents for financial institutions. 

Register Today

Leveraged Lending Update

APRIL

21

1:00–2:00 P.M. E.T.

Speakers: Louis J. Dunham, Senior Vice President, Senior Director Risk Management Consulting, Ardmore Banking Advisors
Suzanne Storm, Senior Vice President, Credit Policy and Risk Management, Ardmore Banking Advisors

Session Description

Log on for the latest expert perspectives on the state of this over $1 trillion market, and what the current risks and opportunities could mean for your institution.

Register Today

Problem Loan Series

April

16

This webinar has ended

RMA has developed a Problem Loan Seminar Series in convenient, web-based learning formats to help you identify which loans in your portfolio might be troublesome and how to prioritize growing issues during this challenging time.

Problem Loan Resolutions

Problem Loan Resolution is designed to provide participants with a template to identify:

  • The options available to deal with a problem loan; and
  • The steps to take to evaluate the borrower and the selection of the best option.

The focus is on developing a successful workout when supported by the appropriate factors, since workouts tend to yield the least adverse outcome for both parties.

The instructor for this seminar series is Joseph W. May, a former executive vice president and chief administrative officer of Whitney National Bank. Prior to joining Whitney, May was executive vice president and chief credit policy officer with Comerica Incorporated. He held that same position with Manufacturer National Corp. prior to its merger with Comerica. May has served in various capacities during his association with RMA which began in 1971, and was president of RMA in 1993–1994. He received his B.S. and M.B.A. degrees from the University of Rhode Island and graduated from the NACM Graduate School of Credit and Finance, Stanford University. Joe has been an RMA instructor and course designer for over 30 years. In addition, he has been a SCORE counselor and local chapter officer for 15 years.

Problem Loan Indicators

Problem Loan Indicators is designed to enhance the participants ability to identify and evaluate potential problem loans in the current environment. It opens with the uneven impact of economic change on various industries and the governments influence, pro and con, thereon. The major focus is on commercial borrowers and the warning signs that suggest budding problems.

Reinventing the Loan Default Management Process

Speaker: Dima Berdiev, Managing Partner and Founder DNB Advisory LLC

 

Once you have registered through the RMA website you will receive an email to complete your registration for this event in Zoom.

These are critical times, with borrowers, banking customers, and lending institutions being pushed to the limit. What’s important to realize is that:

  1. This situation is not going to go away in the near to mid-term, and
  2. It is important to retool commercial lending teams to handle this crisis and problem loans effectively. Until a vaccine for Covid-19 is developed and months pass to manufacture enough to cover a critical mass of the population, we are likely looking at one to two years to eliminate the outbreaks and one to two year economic recovery after that.

 

What worked before, including during prior crises, is not likely to work in this situation. We need to retire for a while our old playbooks and adapt to this unique situation quickly. The waive of deferrals and the PPP funding only postponed and masked our true assessment of the economic damages to our borrowers, our credit facilities, and our organizations.

 

One of the first steps in adapting to the new environment is changing our underwriting / portfolio management process, as it will face a mass wave of troubled credits. How do you manage them efficiently and effectively, maximizing recovery of viable borrowers and minimizing loan losses? The seminar will cover:

  • Understanding the key five stages of a crisis like this one, from the initial Phase 1 - Crisis Shock of the first 2-4 weeks of business disruption to Phase 5 of looking past the 12-month mark.
  • First level of assessment of the most critical drivers to borrowers’ survival, ranging from cash flow shortfall assessment to liquidity and equity reserves and implications to credit viability.
  • Mapping an immediate to interim portfolio management process
  • Looking at possible portfolio decisions your organization can make and potential implications.
  • Creating a dashboard to manage the process of addressing your customers’ needs.
  • Developing a robust, tight, and well-organized process for handling your borrowers’ credit requests.
  • Addressing vital and targeted communication with your borrowers and within your team members.
  • Retooling your staff’s skills to properly manage the next several months, understanding that traditional underwriting approaches will not be as relevant, if at all.

 

The survival of commercial lending organizations in this environment will depend on their ability to map the new process and other critical areas as well as to implement them quickly and effectively. This must happen in the next one to two months.

 

You will have an opportunity to participate in the Q&A and provide input into additional resources you may need.

Register TodayPurchase the series recordings
Carolinas-Virginias Chapter
Central Indiana Chapter
Charlotte Chapter
Chesapeake Chapter
Gulf Coast Chapter
Los Angeles Chapter
Minnesota Chapter
New England Chapter 
North Texas Chapter
Oklahoma Chapter
Philadelphia Chapter
Puget Sound Chapter
San Antonio Chapter
St. Louis Chapter
Texas Chapter
Wisconsin Chapter


Arizona Chapter
Central PA Chapter
Central Texas Chapter
Central Utah Chapter
East Tennessee Chapter
Hampton Roads Chapter
Hawaii Chapter
Kansas Chapter
Kansas City Chapter
New Orleans Chapter
Orange County Chapter
Pittsburgh Chapter
Portland Metro Chapter
Potomac Chapter
Rocky Mountain Chapter
Southern New Jersey Chapter
Spokane Chapter
Triad Chapter
Vermont Chapter
Buffalo Chapter
Central Florida Chapter
East Central PA Chapter
Eastern Iowa Chapter
Florida Chapter
Fraser Valley Chapter
Las Vegas Chapter
Maine Chapter
Mid-South Chapter
North Central Chapter
Richmond Chapter
San Diego Chapter
South Central PA Chapter
South Florida Chapter
Triangle Chapter
Central Valley Chapter
Empire Chapter
Great Smokies Chapter
Idaho Chapter
Middle Tennessee Chapter
New Mexico Chapter
Siouxland Chapter
Orange County Chapter
Pittsburgh Chapter
Portland Metro Chapter
Potomac Chapter
Rocky Mountain Chapter
Southern New Jersey Chapter
Spokane Chapter
Triad Chapter
Vermont Chapter

The RMA Chapter Excellence Award recognizes chapters for excellence in chapter activities and practices.  Chapters are recognized in four categories:  Programming and Education, Communications, Academic Involvement, and Community Outreach.  The purpose of this award is to not only recognize outstanding chapters, but allow chapters to share their knowledge and experiences with other chapters.  The full details for each of the winning submissions as well as the finalists are available as a reference for other chapters to continue to further the RMA mission and engage with RMA members.

Congratulations to our 2020 Chapter Excellence Award Winners!

RMA is pleased to introduce a new webinar series addressing the top challenges facing the financial services industry and providing practical solutions to allow your institution to thrive. Created by risk professionals for risk professionals, this new resource continues RMA’s mission of helping your institution manage emerging risks in an increasingly complex market. The webinar series will feature two 1-hour webinars every first and third Tuesday of the month on a variety of current topics. Because of the timely nature of this series and our desire to bring you the most relevant content, the additional webinars will be announced at a later date.

MARIJUANA MANIA

NOVEMBER

5

November 5, 2019

By 2024, the cannabis industry is predicted to reach $40 billion annually. Clearly this industry could boost bank profits.

Speaker: Stanley Jutkowitz, Senior Counsel, Seyfarth Shaw
Purchase the webinar recording

CLIMATE CHANGE MANAGEMENT

NOVEMBER

19

November 19, 2019

Climate change presents both physical and transitional risks to the assets financed by your financial institution. 

Speakers: Lora Phillips, VP, Corporate Social Responsibility, PNC; Gary Way, SVP of Credit Strategy and C&I Portfolio Management, PNC; Chris Lafakis, Director, Moody’s Analytics
Register Today

Meeting Consumer Expectations

APRIL

TBD

TBD

Speaker: TBD

Session Description

Because the consumer landscape is drastically changing right now, we want to hold off on delivering this webinar, to be able to provide relevant content to you at a future date in May. We will update this site once we have a new date. 

Find out how customer service in other industries and rapid advances in technology are shaping borrower expectations regarding auto, home, and other lending, and the opportunities and risks this changing landscape presents for financial institutions. 

Register Today

Leveraged Lending Update

APRIL

21

1:00–2:00 P.M. E.T.

Speakers: Louis J. Dunham, Senior Vice President, Senior Director Risk Management Consulting, Ardmore Banking Advisors
Suzanne Storm, Senior Vice President, Credit Policy and Risk Management, Ardmore Banking Advisors

Session Description

Log on for the latest expert perspectives on the state of this over $1 trillion market, and what the current risks and opportunities could mean for your institution.

Register Today

Problem Loan Series

April

16

This webinar has ended

RMA has developed a Problem Loan Seminar Series in convenient, web-based learning formats to help you identify which loans in your portfolio might be troublesome and how to prioritize growing issues during this challenging time.

Problem Loan Resolutions

Problem Loan Resolution is designed to provide participants with a template to identify:

  • The options available to deal with a problem loan; and
  • The steps to take to evaluate the borrower and the selection of the best option.

The focus is on developing a successful workout when supported by the appropriate factors, since workouts tend to yield the least adverse outcome for both parties.

The instructor for this seminar series is Joseph W. May, a former executive vice president and chief administrative officer of Whitney National Bank. Prior to joining Whitney, May was executive vice president and chief credit policy officer with Comerica Incorporated. He held that same position with Manufacturer National Corp. prior to its merger with Comerica. May has served in various capacities during his association with RMA which began in 1971, and was president of RMA in 1993–1994. He received his B.S. and M.B.A. degrees from the University of Rhode Island and graduated from the NACM Graduate School of Credit and Finance, Stanford University. Joe has been an RMA instructor and course designer for over 30 years. In addition, he has been a SCORE counselor and local chapter officer for 15 years.

Problem Loan Indicators

Problem Loan Indicators is designed to enhance the participants ability to identify and evaluate potential problem loans in the current environment. It opens with the uneven impact of economic change on various industries and the governments influence, pro and con, thereon. The major focus is on commercial borrowers and the warning signs that suggest budding problems.

Reinventing the Loan Default Management Process

Speaker: Dima Berdiev, Managing Partner and Founder DNB Advisory LLC

 

Once you have registered through the RMA website you will receive an email to complete your registration for this event in Zoom.

These are critical times, with borrowers, banking customers, and lending institutions being pushed to the limit. What’s important to realize is that:

  1. This situation is not going to go away in the near to mid-term, and
  2. It is important to retool commercial lending teams to handle this crisis and problem loans effectively. Until a vaccine for Covid-19 is developed and months pass to manufacture enough to cover a critical mass of the population, we are likely looking at one to two years to eliminate the outbreaks and one to two year economic recovery after that.

 

What worked before, including during prior crises, is not likely to work in this situation. We need to retire for a while our old playbooks and adapt to this unique situation quickly. The waive of deferrals and the PPP funding only postponed and masked our true assessment of the economic damages to our borrowers, our credit facilities, and our organizations.

 

One of the first steps in adapting to the new environment is changing our underwriting / portfolio management process, as it will face a mass wave of troubled credits. How do you manage them efficiently and effectively, maximizing recovery of viable borrowers and minimizing loan losses? The seminar will cover:

  • Understanding the key five stages of a crisis like this one, from the initial Phase 1 - Crisis Shock of the first 2-4 weeks of business disruption to Phase 5 of looking past the 12-month mark.
  • First level of assessment of the most critical drivers to borrowers’ survival, ranging from cash flow shortfall assessment to liquidity and equity reserves and implications to credit viability.
  • Mapping an immediate to interim portfolio management process
  • Looking at possible portfolio decisions your organization can make and potential implications.
  • Creating a dashboard to manage the process of addressing your customers’ needs.
  • Developing a robust, tight, and well-organized process for handling your borrowers’ credit requests.
  • Addressing vital and targeted communication with your borrowers and within your team members.
  • Retooling your staff’s skills to properly manage the next several months, understanding that traditional underwriting approaches will not be as relevant, if at all.

 

The survival of commercial lending organizations in this environment will depend on their ability to map the new process and other critical areas as well as to implement them quickly and effectively. This must happen in the next one to two months.

 

You will have an opportunity to participate in the Q&A and provide input into additional resources you may need.

Register TodayPurchase the series recordings

Winners

  • Programming/Educational Events - Carolinas-Virginias Chapter Appraisal Manager Round Table
  • Communications - Orange County Chapter "A Word from Our Sponsors" Email
  • Academic Involvement - Gulf Coast Chapter Emerging Bankers Summit
  • Community Involvement - Kansas Chapter Boys & Girls Club Gift Wrapping

Finalists

Programming/Educational Events

  • New York Chapter Young Professionals and Emerging Risk Leaders Virtual Networking Session
  • Orange County Chapter CARES Act PPP Loan Forgiveness Webinar

Communications

  • Gulf Coast Chapter LinkedIn Company Page
  • Kansas Chapter Newsletter

Academic Involvement

  • Kansas Chapter Joint Event with Wichita State University Professional Edge Program: Interviewing – How to be the Fit
  • New England Chapter Student Ambassador Program

Community Involvement

  • New Orleans Chapter Women's ABC Golf Clinic
Please visit https://www.rmahq.org/chapterexcellenceawardwinners2020/ to see more information about each winner and finalist.

RMA is pleased to introduce a new webinar series addressing the top challenges facing the financial services industry and providing practical solutions to allow your institution to thrive. Created by risk professionals for risk professionals, this new resource continues RMA’s mission of helping your institution manage emerging risks in an increasingly complex market. The webinar series will feature two 1-hour webinars every first and third Tuesday of the month on a variety of current topics. Because of the timely nature of this series and our desire to bring you the most relevant content, the additional webinars will be announced at a later date.

Purchase all remaining live webinars in the series as a package.
Recordings of the webinars can be purchased below as they become available after their air date.

Purchase Full Series
Register for two or more webinars.

20% 

DISCOUNT

Use Promo Code: RRWS20

Chapter Planning Guide Awards

MARIJUANA MANIA

NOVEMBER

5

November 5, 2019

By 2024, the cannabis industry is predicted to reach $40 billion annually. Clearly this industry could boost bank profits.

Speaker: Stanley Jutkowitz, Senior Counsel, Seyfarth Shaw
Purchase the webinar recording

CLIMATE CHANGE MANAGEMENT

NOVEMBER

19

November 19, 2019

Climate change presents both physical and transitional risks to the assets financed by your financial institution. 

Speakers: Lora Phillips, VP, Corporate Social Responsibility, PNC; Gary Way, SVP of Credit Strategy and C&I Portfolio Management, PNC; Chris Lafakis, Director, Moody’s Analytics
Register Today

Meeting Consumer Expectations

APRIL

TBD

TBD

Speaker: TBD

Session Description

Because the consumer landscape is drastically changing right now, we want to hold off on delivering this webinar, to be able to provide relevant content to you at a future date in May. We will update this site once we have a new date. 

Find out how customer service in other industries and rapid advances in technology are shaping borrower expectations regarding auto, home, and other lending, and the opportunities and risks this changing landscape presents for financial institutions. 

Register Today

Leveraged Lending Update

APRIL

21

1:00–2:00 P.M. E.T.

Speakers: Louis J. Dunham, Senior Vice President, Senior Director Risk Management Consulting, Ardmore Banking Advisors
Suzanne Storm, Senior Vice President, Credit Policy and Risk Management, Ardmore Banking Advisors

Session Description

Log on for the latest expert perspectives on the state of this over $1 trillion market, and what the current risks and opportunities could mean for your institution.

Register Today

Problem Loan Series

April

16

This webinar has ended

RMA has developed a Problem Loan Seminar Series in convenient, web-based learning formats to help you identify which loans in your portfolio might be troublesome and how to prioritize growing issues during this challenging time.

Problem Loan Resolutions

Problem Loan Resolution is designed to provide participants with a template to identify:

  • The options available to deal with a problem loan; and
  • The steps to take to evaluate the borrower and the selection of the best option.

The focus is on developing a successful workout when supported by the appropriate factors, since workouts tend to yield the least adverse outcome for both parties.

The instructor for this seminar series is Joseph W. May, a former executive vice president and chief administrative officer of Whitney National Bank. Prior to joining Whitney, May was executive vice president and chief credit policy officer with Comerica Incorporated. He held that same position with Manufacturer National Corp. prior to its merger with Comerica. May has served in various capacities during his association with RMA which began in 1971, and was president of RMA in 1993–1994. He received his B.S. and M.B.A. degrees from the University of Rhode Island and graduated from the NACM Graduate School of Credit and Finance, Stanford University. Joe has been an RMA instructor and course designer for over 30 years. In addition, he has been a SCORE counselor and local chapter officer for 15 years.

Problem Loan Indicators

Problem Loan Indicators is designed to enhance the participants ability to identify and evaluate potential problem loans in the current environment. It opens with the uneven impact of economic change on various industries and the governments influence, pro and con, thereon. The major focus is on commercial borrowers and the warning signs that suggest budding problems.

Reinventing the Loan Default Management Process

Speaker: Dima Berdiev, Managing Partner and Founder DNB Advisory LLC

 

Once you have registered through the RMA website you will receive an email to complete your registration for this event in Zoom.

These are critical times, with borrowers, banking customers, and lending institutions being pushed to the limit. What’s important to realize is that:

  1. This situation is not going to go away in the near to mid-term, and
  2. It is important to retool commercial lending teams to handle this crisis and problem loans effectively. Until a vaccine for Covid-19 is developed and months pass to manufacture enough to cover a critical mass of the population, we are likely looking at one to two years to eliminate the outbreaks and one to two year economic recovery after that.

 

What worked before, including during prior crises, is not likely to work in this situation. We need to retire for a while our old playbooks and adapt to this unique situation quickly. The waive of deferrals and the PPP funding only postponed and masked our true assessment of the economic damages to our borrowers, our credit facilities, and our organizations.

 

One of the first steps in adapting to the new environment is changing our underwriting / portfolio management process, as it will face a mass wave of troubled credits. How do you manage them efficiently and effectively, maximizing recovery of viable borrowers and minimizing loan losses? The seminar will cover:

  • Understanding the key five stages of a crisis like this one, from the initial Phase 1 - Crisis Shock of the first 2-4 weeks of business disruption to Phase 5 of looking past the 12-month mark.
  • First level of assessment of the most critical drivers to borrowers’ survival, ranging from cash flow shortfall assessment to liquidity and equity reserves and implications to credit viability.
  • Mapping an immediate to interim portfolio management process
  • Looking at possible portfolio decisions your organization can make and potential implications.
  • Creating a dashboard to manage the process of addressing your customers’ needs.
  • Developing a robust, tight, and well-organized process for handling your borrowers’ credit requests.
  • Addressing vital and targeted communication with your borrowers and within your team members.
  • Retooling your staff’s skills to properly manage the next several months, understanding that traditional underwriting approaches will not be as relevant, if at all.

 

The survival of commercial lending organizations in this environment will depend on their ability to map the new process and other critical areas as well as to implement them quickly and effectively. This must happen in the next one to two months.

 

You will have an opportunity to participate in the Q&A and provide input into additional resources you may need.

Register TodayPurchase the series recordings
Carolinas-Virginias Chapter
Central Indiana Chapter
Charlotte Chapter
Chesapeake Chapter
Gulf Coast Chapter
Los Angeles Chapter
Minnesota Chapter
New England Chapter 
North Texas Chapter
Oklahoma Chapter
Philadelphia Chapter
Puget Sound Chapter
San Antonio Chapter
St. Louis Chapter
Texas Chapter
Wisconsin Chapter


Arizona Chapter
Central PA Chapter
Central Texas Chapter
Central Utah Chapter
East Tennessee Chapter
Hampton Roads Chapter
Hawaii Chapter
Kansas Chapter
Kansas City Chapter
New Orleans Chapter
Orange County Chapter
Pittsburgh Chapter
Portland Metro Chapter
Potomac Chapter
Rocky Mountain Chapter
Southern New Jersey Chapter
Spokane Chapter
Triad Chapter
Vermont Chapter
Buffalo Chapter
Central Florida Chapter
East Central PA Chapter
Eastern Iowa Chapter
Florida Chapter
Fraser Valley Chapter
Las Vegas Chapter
Maine Chapter
Mid-South Chapter
North Central Chapter
Richmond Chapter
San Diego Chapter
South Central PA Chapter
South Florida Chapter
Triangle Chapter
Central Valley Chapter
Empire Chapter
Great Smokies Chapter
Idaho Chapter
Middle Tennessee Chapter
New Mexico Chapter
Siouxland Chapter
Orange County Chapter
Pittsburgh Chapter
Portland Metro Chapter
Potomac Chapter
Rocky Mountain Chapter
Southern New Jersey Chapter
Spokane Chapter
Triad Chapter
Vermont Chapter
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