RMA 2019 Chapter Leaders Conference

June 19–21, 2019
Hyatt Regency Scottsdale Resort and Spa at Gainey Ranch
Scottsdale, Arizona


RMA 2019 Chapter Leaders Conference

June 19–21, 2019
Hyatt Regency Scottsdale Resort and Spa at Gainey Ranch
Scottsdale, Arizona

Plan now to attend the 2019 Chapter Leaders Conference!

The CLC can help your board become more effective and provide tools for continuing success. As a chapter board member, you can participate in strategy sessions with other chapter leaders to successfully recruit new members, and generate creative programming ideas.


Conference registration deadline is May 21, 2019.

If you meet the eligibility requirements, your registration is free. RMA pays for your hotel room and tax (please review eligibility rules) for the nights of Wednesday, June 19 and Thursday, June 20 only. (You must be an RMA Associate or Professional member to attend.) If you would like to send additional chapter officers, the cost is $295.00 per individual, plus travel and hotel room expenses. Please contact Anna Shuman (215-446-4051 or ashuman@rmahq.org) if you have any questions. Spouses/guests are invited to attend the receptions at a cost of $95 per person (over 12 years of age). This all-inclusive charge covers:

  • Attendance at meet and greet reception on Wednesday.
  • Attendance at dinner reception on Thursday.


  • You must be a board member or chapter administrator for FY 2019-2020.
  • You must be a member of RMA.
  • You must not have attended the conference three or more times in the past.


  • RMA will cover a fourth registration and hotel room and tax (Wednesday and Thursday nights only) for chapters who send a Young Professional committee member. (All YP committee members will be assigned to YP sessions at the conference.)
  • Additional chapter board members (over three/four) and those who have attended three or more conferences are welcome to attend at a rate $295.00 registration fee, plus hotel room expenses.

You will be responsible for any additional hotel rooms needed, extra nights, upgraded accommodations, and room charges before or after the conference, plus all incidental charges incurred for each night. Please note: Although you will be asked to guarantee your reservation with a credit card, the room and tax charges for Wednesday and Thursday nights will be put on RMA’s master account. Your card will not be charged unless you 1) don’t show up, 2) stay additional nights before Wednesday or after Thursday, 3) book more than one room in your name or upgrade your room, or 4) charge incidentals (meals, movies, mini-bar, laundry, etc.) to your room. Check with your local chapter for expenses it may cover.


Contact Anna Shuman at 215-446-4051 if you have any questions.



Don't miss out on the chance to hear these great speakers!
Register Today!


Conference registration deadline is May 21, 2019

Conference Registration


Participants are expected to attend all sessions and stay until the end of the conference.
Please remember to bring your conference booklet to each session.

  • Wednesday, June 19
  • Thursday, June 20
  • Friday, June 21

2:00 P.M. to 5:30 P.M.


4:30 P.M. to 5:15 P.M.

Brain Date with the Sponsors

What is a Brain Date? A Brain Date is a 45 minute round table session on a specific topic led by our sponsors.

  • Outsourced Risk Management Solutions LLC: Quick Tips to make Environmental Due Diligence Easier for lenders

  • PayNet: PayNet Practical Application Lab: Increasing Efficiency in the Underwriting Process

  • Partner Engineering & Science: How the new SBA SOP 50 10 5 (K) effects both environmental due diligence and construction lending risk management for all lenders.

5:30 P.M. to 8:00 P.M.

Registration closed.

Please enjoy dinner on your own.

8:00 P.M. to 9:30 P.M.

Meet and Greet Dessert Reception 

Join us for desserts, beverages, and networking. Registration will be available.

7:30 A.M. to 8:15 A.M.

Breakfast and Registration

Pick up your RMA conference materials. Council and committee members will be available to answer any questions you have.

8:15 A.M. to 9:45 A.M.

Opening Session 


Laura W. Ridner, CRC, Associate Director, Chapter Development , RMA
Kelly Graham, Citizens Bank, Conference Chair

Opening Speaker

Nancy J. Foster, President and CEO, RMA

Keynote Address: “Are You Ready to Unleash Your Inner Winner?”

Natalie Fikes, Emcee, Leadership Coach, and Bestselling Author of “Empowered To Prosper”

10:00 A.M. to 11:15 A.M.

Peer Round Tables

Share best practices with those in a similar board position.

11:25 A.M. to 12:15 P.M.

Understanding RMA

This session will provide participants with an understanding of RMA. It will include information on Vision 2020, RMA and chapter overview, chapter resources, products and services, and RMA involvement.



  • Lisa McBride, CRC, Director, Chapter & Professional Development
  • Laura W. Ridner, CRC, Associate Director, Chapter Development
  • Carly Edmondson, South Central Relationship Manager, Member Relations
  • Jamie Jones, Southeast Relationship Manager, Member Relations
  • Sandy Sutermaster, Mid-Atlantic Relationship Manager, Member Relations

12:15 P.M. to 1:15 P.M.

Lunch/Sessions with Our Sponsors
(choose one)

PayNet: Digital C&I Lending for Small and Medium Sized Businesses
Every bank should have a digital lending offer for small and medium sized enterprises - which are largely underserved by banks. A digital lending capability can be done without brain surgery on the core, adding millions to shareholder value. This session shows ways to retool outdated processes into digital lending to reduce decision time from weeks to days, increasing win rates by up to 30% and average margins by up to 50%. A recent McKinsey study showed that a bank with a balance sheet of $250 billion could capture as much as $230 million in annual profit.
Presented by: William Phelan, President, PayNet, Inc.

Outsourced Risk Management Solutions LLC: Environmental and Appraisal Risk Management Hot Topics for Lenders
Environmental due diligence and appraisals continue to play a large role in Commercial Real Estate lending and property transactions. While the process can sometimes be time consuming and overwhelming for lenders, there are ways to make the process easier and more comprehensive. In this session, ORMS will discuss hot topics in environmental and appraisal risk management. For instance, the SBA’s Standard Operating Procedures (SOP) has been updated twice over the past year which has helped to clarify some confusion within the policy for environmental due diligence and appraisals. In addition, FDIC, OCC, and NCUA, along with SBA, have increased the threshold to have to do an appraisal to $500,000, now allowing for property evaluations to be conducted below this level. Fortunately, many new tools, products, and services continue to be created to help lenders manage these risks effectively and economically. Come to this presentation to gather some knowledge to help address the latest risks and requirements.
Presented by: Derek Ezovski, President, ORMS

TaxGuard: The Credit Risk Illusion: What You Should Know about Your Borrowers, But Probably Don’t
Small businesses are often higher-risk borrowers with a limited credit history and insufficient public records to paint a complete picture of their financial health. A business’ federal tax data provides a deep history and completeness not found in credit files. In this session, you will learn the best practices of leading small business lenders to leverage federal tax data to increase your applicant pool, reduce fraud, identify hidden debts, and minimize the risks of charge offs. 
Presented by: Hansen Rada


1:30 P.M. to 2:30 P.M.

Membership Session

This session will help participants understand the importance of membership and learn ways to enhance member engagement for their chapters. The session will cover membership types, benefits and resources available to chapters.

2:45 P.M. to 3:30 P.M.

RMA Extra Innings
(choose one)

This session will help participants to understand the different channels of communication available for chapters, discuss some obstacles to communication and hear some best practices in communication.

This session will cover various aspects of educational opportunities provided by chapters. The session will cover Open Enrollments, chapter developed courses, recorded web seminars and discuss top challenges chapters face with providing educational opportunities.

Chapter Board Management
This session will explore various chapter board management issues and provide resources and tools to combat these issues. We will also explore the benefits of chapter leadership and how to convey these benefits to potential and current board members to help your chapter chart the course to success.

3:30 P.M. to 4:00 P.M.

7th Inning Stretch with our Sponsors

Sponsored by: CBANC

4:00 P.M. to 5:00 P.M.

Programming Round Tables

Share successful programming ideas with your peers from other chapters.

Young Professionals Session

Share successful YP programming ideas with your peers from other chapters.

6:00 P.M. to 9:30 P.M.

Thursday Dinner Reception

Sponsored by: PayNet

7:15 A.M to 8:00 A.M.

Conference Breakfast

Get together with your chapter for breakfast and work on the chapter planning guide.

8:00 A.M. to 10:15 A.M.

Tip Sheet/Impact Sessions

This session will incorporate a website resources presentation and mini round table discussions covering different topics. The mini round table topics will include chapter success stories and tips on various chapter related topics. The session will also incorporate a round table discussions related to RMA Strategic Objectives and chapter goals.

10:30 A.M. to 11:15 A.M.

Academic Session

This session will cover the purpose of the Academic Program, Academic Chair responsibilities, provide information on the various resources available and provide information on student and academic memberships. The participants will also have an opportunity to discuss topics based on their chapter’s stage of Academic Program activities.

11:30 A.M. to 12:00 P.M.

Closing Session 


Closing Address
Careers in Risk Management: There’s No Stopping You


Some thoughts on how to:

  • Build a Career in Risk Management
  • Think about “Your Career, Your Reputation, Your Future”
  • Learn, Lead, Achieve

Ed Schreiber, Chief Risk Officer/Executive Vice President, Zions Bancorporation, Chair of RMA


Chapter Excellence Awards

12:15 P.M. to 1:00 P.M.

Participant Lunch


© The Risk Management Association 2019