2020

 

Date: 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!

2019

 

Date: November 6th, 2019 – RMA 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.

Date: 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.

Date: 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.

Date: 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.

Date: 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.

Date: 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.

Date: 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.

Date: 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.

 

2018

 

Ed Schreiber, RMA National Board Chair & Risk Management Expert shares insight on preparing for the next recession.

Jaydra Perfetti of Paper Investigator shared her experience as a forensic accountant in a dynamic presentation at Lucky Labrador.

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.

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.

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.

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.

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.

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.

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.

2017

 

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.

Gina Kaveny of LSQ Funding Group shares spot-on stories of loans gone wrong and lessons learned.

Understand the importance of how title insurance is directly tied to the Bank’s perfection of collateral when dealing with real estate secured loans.

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.

A panel discussion with local real estate experts and developers to assess the longer-term aspects of the local real estate market in Portland.

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.

One of Portland’s most prolific advocates, Karen Whitman helped define local and statewide communities for three decades. Join us in honoring her career.

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.

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.

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!

A presentation about current economic trends including Donald Trump, the Cubs and policy shifts.

2016

 

A panel discussion on diversity, equity and inclusion.

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.

Date: Sept. 28th, 2016 – Developing Professionals: Cash Flow Fun

Roundtable discussion on global DSCR, UCA and traditional cash flow.

Reconcile the strengths and weaknesses of a borrower into a concise risk profile that will ensure an accurate and well-communicated risk rating.

Portland Business Journal reporter Matthew Kish provides critical insights to succeeding with tomorrow’s business leaders today.

Senator Merkley addresses issues of special interest to RMA’s membership, banking and other key industries in our Oregon economy.

2015

 

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.