RMA Portland Metro Chapter

Past Events


January 22nd, 2020 – RMA Portland: Economic Update Luncheon with John Mitchell
We enjoyed an engaging discussion with John Mitchell, Ph.D., a principal at M & H Economic Consultants and former U.S. Bancorp Chief Economist. John is a charismatic and well-versed speaker, captivating the room with his unique style of presentation. He has been making economic presentations on the nation and the region for more than 40 years. We were happy to have him back again this year!


November 6th, 2019RMA Portland: Oregon Banking Industry Panel
This conversation addressed a wide range of topics from de novo activity, mergers & acquisitions, the industry’s impact on the state, regulations and operating in our current economy.

September 18th, 2019 – RMA Portland: Cyber Security
Peter Adams and Peggy Kitzmiller from Aldrich Technology shared their insight on cyber security through a banker’s eyes.

June 6th, 2019 RMA Portland: Sponsor Appreciation
The RMA Portland Metro Board had a great time showing appreciation to our sponsors over wine, appetizers and a special giveaway.

May 22nd, 2019 RMA Portland: CRE Panel
This lively panel discussion featuring local commercial real estate experts caught us up on the latest changes involving the Portland commercial real estate market.

April 11th, 2019 RMA Portland: Women in Banking
This RMA Women in Banking breakfast networking event and panel discussion was a chance to build connections between the banking community and other local creative financing options. Our panelists included a microlender, an SBA lender, and a non-profit lender. The event was moderated by a community banker.

March 13th, 2019 – Skill Builder Series: ABL II – The Sequel
“ABL-II – the Sequel” took place on March 13, 2019,  – an exciting dive into the deeper waters of asset-based lending focusing on receivables and inventory, in some more detail compared to the first Skill Builders.

March 11th, 2019 – General Membership Luncheon: Executive Panel
A panel of three local bank CEOs gave insight into what it means to be a leader in today’s banking industry at RMA Portland’s March Membership Luncheon.

January 15th, 2019 – General Membership Luncheon: Economic Update with John Mitchell
John Mitchell, a principal at M & H Economic Consultants and former U.S. Bancorp Chief Economist, shared his views on the economy in the coming year as well as his fascinating insight on key economic trends.


November 7th, 2018 – General Membership Luncheon: Managing Risk with Ed Schreiber
Ed Schreiber, RMA National Board Chair & Risk Management Expert shares insight on preparing for the next recession.

October 17th, 2018 – Developing Professionals: Banking Horror Stories 
Jaydra Perfetti of Paper Investigator shared her experience as a forensic accountant in a dynamic presentation at Lucky Labrador.

September 26th, 2018General Membership Luncheon: An Industry Update on Fraud
Our expert panel, Devon Nevius from Upward Technology; Jason Thomas from Cook Security Group; Jeanna Madlener from Woodruff Sawyer; David Porter from Geffen Mesher and moderator Rich Denman from Cascade Credit Services focused on institutional fraud, employee theft, cybersecurity and risk management.

May 24th, 2018Skillbuilders Series: Collateral Managed: Asset-Based Lending in Perspective
Accounts receivable financing and inventory lending is a type of asset-financing arrangement in which a company uses its receivables — outstanding invoices or money owed by customers — as collateral in a financing agreement. This workshop was taught by Rich Denman and Erik Svilich from Cascade Credit Services, Inc.

May 16th, 2018General Membership Luncheon: Commercial Real Estate Development and Capital Markets Forecast Panel
Commercial real estate developers invest funds and determine credit capacity over a two to five-year horizon. However, the success of a project is determined by a longer investment time frame. Join us for a panel discussion with local real estate experts and developers to assess the longer-term aspects of the local real estate market.

April 24th, 2018Developing Professionals: A Banker’s Guide to Risk Assessment on Insurance Policies
We had Don Shanklin, Bill Mooney, and Shon DeVries from Propel Insurance speak on common questions to ask when assessing the risk of an insurance policy for a loan.

March 21st, 2018General Membership Luncheon: CEO Focus with Mark J. Grescovich – Economic Growth and the New Tax Bill: Impacts on Banks and Lending Models
As the President, CEO, and a director of Banner Bank, Mark gave us an insightful look into how banks will be affected by the new tax bill and what it means for economic growth.

February 27th, 2018 – Developing Professionals: Tax Reform: Impacts on Your Customer’s and Banks Financial Performance
The Tax Reform and Jobs Act passed in late 2017 included several major changes to the tax code that could have major implications for your small and medium-sized commercial clients.

January 16th, 2018Premier Membership Luncheon: Economic Update with John Mitchell – Passing the 60’s, A New Fed and Help Wanted
John is a charismatic and well-versed speaker making economic presentations on the nation and local Portland, OR region for more than 40 years. At this event, John presents his economic projects for 2018.


November 15th, 2017General Membership Luncheon: Managing Risk with Greg Seibly from the Federal Home Loan Bank of San Francisco
Greg brings 30 years of banking experience to his talk on risk management, hailing from US Bank, Sterling and Umpqua where, serving as President of Consumer Banking, he helped to finalize the Umpqua-Sterling merger.

October 25th, 2017Developing Professionals: Lending Horror Stories with Gina Kaveny from LSQ Funding
Gina Kaveny of LSQ Funding Group shares spot-on stories of loans gone wrong and lessons learned.

October 12th, 2017 Skillbuilders Series: Building Confidence with Title Insurance
Understand the importance of how title insurance is directly tied to the Bank’s perfection of collateral when dealing with real estate secured loans.

September 27th, 2017General Membership Luncheon: Cyber Crime – What Bankers Need to Know
In conjunction with the local Federal Bureau of Investigations, we are pleased to present a membership luncheon on Cyber Crime. Our guest speaker will be a Special Agent on the White Collar Squad of the FBI.

May 24th, 2017General Membership Luncheon: Commercial Real Estate Development and Capital Markets Forecast Panel
A panel discussion with local real estate experts and developers to assess the longer-term aspects of the local real estate market in Portland.

May 23rd, 2017 – Enterprise Risk Roundtable: Coherent Capital and Liquidity Strategies
An invitation-only event where we team up with the Federal Reserve Bank of San Francisco for a timely discussion on best practices in capital, liquidity and model risk management.

April 19th, 2017 – Premier Membership Luncheon: Women in Banking
One of Portland’s most prolific advocates, Karen Whitman helped define local and statewide communities for three decades. Join us in honoring her career.

April 6th, 2017Developing Professionals: How Manufacturers Grow Profits and Go Global
A talk by David Looper, consultant for the Oregon Manufacturing Extension Partnership (OMEP). Their consulting firm aims to help small and mid-sized Oregon manufacturers become more competitive in the global marketplace by providing customized methodologies that bring bottom-line results.

March 9th, 2017General Membership Luncheon: Senior Leadership Panel
Evolve and Thrive: The Evolution of the Competitive Banking Model. A panel discussion on senior executive leadership with Stacey Dodson of U.S. Bank, Michelle Weisenbach of KeyBank N.A., Stephen W. Yose of First Interstate Bank and Terry E. Zink of Bank of the Cascades.

Feb. 1st, 2017Developing Professionals: Are You Smarter than a 5th Year Title Officer?
Yvonne Inserra and Dave Wilson of First American Title present on deciphering a title report in fun game-show format. Take on our Title and Escrow team and see if you can out talk title exceptions!

Jan. 26th, 2017Premier Membership Luncheon: John Mitchell’s Economic Update
A presentation about current economic trends including Donald Trump, the Cubs and policy shifts.


Nov. 15th, 2016 General Membership Luncheon: Diversifying Banking 
A panel discussion on diversity, equity and inclusion.

Nov. 2nd, 2016 ­– Developing Professionals: Horror Stories
Malcolm Hodge, VP and Manager at Premier Community Bank and Dolores McKinnon, VP and SBA Relationship Manager share stories of loans gone wrong and lessons learned.

Sept. 28th, 2016 – Developing Professionals: Cash Flow Fun
Roundtable discussion on global DSCR, UCA and traditional cash flow.

Sept. 14th, 2016 Skillbuilders Series: Supporting and Communicating Your Risk Rating Decisions
Reconcile the strengths and weaknesses of a borrower into a concise risk profile that will ensure an accurate and well-communicated risk rating.

September 13th, 2016 ­­General Membership Luncheon: Uniquely Portland
Portland Business Journal reporter Matthew Kish provides critical insights to succeeding with tomorrow’s business leaders today.

August 3rd, 2016Premier Membership Luncheon: Update with Senator Jeff Merkley
Senator Merkley addresses issues of special interest to RMA’s membership, banking and other key industries in our Oregon economy.


March 18th, 2015General Membership Luncheon: Senior Leadership Panel
A discussion with a panel of senior leaders from local and national banks to discuss the future of the industry coming out of the deepest recession in memory.