Round Tables

Each year, RMA sponsors a number of round tables 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 round table guests.

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

RMA’s round tables add important value to your membership in the Association. This listing is intended to help you and your associates plan for the round tables 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 round tables that are coming up. Please share this schedule with your colleagues.

For further information on individual round tables 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' Round Table
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 Round Table
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 Round Table 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 Round Table 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' Round Table
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' Round Table
For individuals responsible for managing small-business centers, both judgmental and scored loans. (CR)

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

Banker Performance Round Table
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' Round Table
For deputy or regional credit officers from large and regional banks with assets of over $1 billion. (MR)

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

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

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

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

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

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

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

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LOAN REVIEW
Credit Review Round Table 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 Round Table 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 Round Table
Designed for senior level officers concerned with the measurement, control, and monitoring of counterparty risks. (MKR)

Market Risk Officers' Round Table
For market risk officers from major institutions concerned with trading activities, counterparty, and asset/liability management risk. Discussion centers on current and emerging issues. (MKR)

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MIDDLE MARKET
Middle Market Credit Officers' Round Table
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 Round Table
A North American event designed for chief operational risk officers from large institutions. (OR)

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

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POLICY
Risk Policy Round Table 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 Round Table II
For regional and super-regional ban