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Welcome to the 2011 Chapter Leaders Conference RMA and You

Welcome to the 2011 Chapter Leaders Conference RMA and You. The Risk Management Association. Founded in 1914. Previously known as Robert Morris Associates. Member-driven professional association. Sole purpose to advance the use of sound risk principles in the financial services industry.

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Welcome to the 2011 Chapter Leaders Conference RMA and You

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  1. Welcome to the 2011 Chapter Leaders ConferenceRMA and You

  2. The Risk Management Association • Founded in 1914. • Previously known as Robert Morris Associates. • Member-driven professional association. • Sole purpose to advance the use of sound risk principles in the financial services industry.

  3. RMA Headquarters • Located in Philadelphia, Pennsylvania. • 2,600 Institutional members. • 18,000 individual members.

  4. Enterprise Risk ManagementMark A. Zmiewski, Director Securities Lending/Market RiskChristopher Kunkle, Director MarketingValerie Morris, Director General CounselEdward J. DeMarco Chief Financial OfficerDwight Overturf Strategic Planning and Organizational DevelopmentLinda O'Loughlin, Director Information TechnologyFrank McShay, Director RMA Headquarters • President & CEOWilliam F. Githens • Member RelationsLisa McBride, Director, Chapters & Community BanksJack Harcourt, Director, Large Banks & International • Credit Risk ManagementJames M. Nelson, Director • Operational Risk ManagementEdward J. DeMarco, Director • Regulatory RelationsEdward J. DeMarco, Director • Public Relations, Communications, The RMA JournalKathleen M. Beans, Editor The RMA Journal

  5. RMA Board of Directors 2010–2011 Chair David R. Coxon, President & CEO State Bank of Georgia Vice Chair John J. Wixted Jr., Chief Risk Officer and Executive Vice President PNC Mortgage Company Immediate Past Chair Malcolm D. Griggs

  6. RMA Board of Directors (cont.) Newly Elected Directors Continuing Directors • Gary A. Green, EVP & Manager • California Bank & Trust • Michael J. Loughlin, EVP & Chief • Credit and Risk Officer, Wells Fargo • Kristine D. Price, EVP & CCO • Bank of Nevada • Brian Robertson, Group Managing • Director & Group CRO, HSBC • Mark R. Chauvin, Group Head & • CRO, TD Bank Financial Group • Nancy J. Foster, Risk Management • Consultant • Thomas E. Freeman, Corporate EVP & • CRO, SunTrust Banks • Kris A. Gagnon, Enterprise Credit Risk • Executive, Bank of America • Scott S. Hickey, EVP & CCO, • Associated Bank • Robert R. Messer, EVP & CFO • American National Bank • Kenneth J. Phelan, EVP & CRO • Fannie Mae

  7. RMA Member Relations Staff Bill GithensPresident & CEO Donna ShieldsExecutive Assistant Member Relations Lisa McBrideDirector, Chapters & Community Banks Jack HarcourtDirector, Large Banks & International Central RegionJeff Thormann, ManagerErin Wible, Admin. Northeast RegionBill Truscott, Manager Erin Wible, Admin. Southeast RegionLaurie Foster, Manager Erin Wible, Admin. Western Region & AsiaJohn Baier, Manager Stacy Forcina-Read, Sr. Admin. EuropeMark Heaton, Manager Stacy Forcina-Read, Sr. Admin. Central RegionLaura Martin, ManagerAgnes Santiago, Admin. Northeast RegionMike Mango, ManagerRosemarie Casler, Admin. Southeast RegionCindee Munro, ManagerAgnes Santiago, Admin. Western RegionErin Jester, Manager Rosemarie Casler, Admin. Anna Shuman Sr. Admin. Coord. Stacy Forcina-ReadSr. Admin. Coord. Debbie TrexlerSeminars Coord.

  8. Chapters & Community Banks Puerto Rico – Laurie Foster Hong Kong, Singapore, Australia – John Baier London – Mark Heaton Northeast Region – Mango Central Region – Martin Southeast Region – Munro Western Region – Jester

  9. RMA Chapters • There are 109 chapters in North America. • There are 3 international chapters. • Chapters provide the direct link to RMA members. • Each chapter is governed by a volunteer board. That’s you! • Chapters are supported by four regional managers and the director of Member Relations – Chapters & Community Banks.

  10. RM = Regional Manager YP = Young Professional HQ = Headquarters OE = Open Enrollment RMA U/RMA University: All educational classes offered by HQ. CRC = Credit Risk Certification CSCS = Credit Skills Certificate Series RMA Common Abbreviations

  11. What It Takes to Be a Successful RMA Chapter Leader Goal-setting ability Courage Ability to be a change agent Effective Communication Positive attitude Passion Commitment

  12. What Can RMA Headquarters Do for Your Chapter? Value-Added Resources: • Regional Manager. • Chapter websites. • RMA course materials. • Online registration for chapter events. • Sample chapter bylaws. • D&O liability insurance referral. • Information regarding IRS regulations.

  13. RMA Educational Opportunities • Diagnostic Assessment of Lending Skills and Knowledge for both C&I and CRE (DA or CRE DA). • RMA University: • Open enrollment courses (OE). • Online – Lending Decision Process (LDP). Available in C&I and CRE versions. • Audioconferences: • Credit Series. • Regulatory & Legislative Series.

  14. RMA Educational Opportunities(cont.) • Affinity groups: • Young Professionals (YP). • Women in Banking (WIB). • Roundtable discussions (RT): • Regional. • Local chapter programs. • Web seminars (recorded and live). • Periodicals and studies: • The RMA Journal • Study Packs

  15. Educational Programming • RMA chapters play a vital role in delivering educational programs to members. The educational classes are anywhere from one day to a full week and are known as open enrollment (OE) courses. • These programs, developed by RMA HQ, are delivered locally via the chapters with an RMA instructor. The chapters choose their course offerings twice a year using the Tick Tock form.

  16. RMA Credit Risk Certification (CRC) • Only risk-based certification available today. • Comprehensive exam assessing credit skills. • Three- five years of credit experience to be eligible. • Two testing windows: • March through April. • October through November. • Successful examinees achieve: • CRC designation. • Requires 45 CEUs every three years to maintain credential.

  17. RMA Membership • Open to financial institutions including commercial banks, savings banks, investment banks, and insurance companies. • Membership is at both the bank and individual level. • Professional, Student, and Academic membership is also available.

  18. The STAR Report: A Planning Document STAR = Strategies to Achieve Results Six Sections: • Planning and Leadership • Programming • Membership • Communication • Reporting • Education Chapter Awards: • Platinum • Gold • Silver • Bronze

  19. The STAR Report: A Planning Document (cont.) • The RMA fiscal year is September 1 to August 31. • Minimum point levels are required for each chapter award level. • Chapter awards are announced at RMA’s Annual Conference each October. • Each chapter should hold a planning meeting before August each year.

  20. 2011 Chapter Leaders Conference • Learn how to plan and direct chapter activities. • Meet RMA administrators. • Network with chapter leaders from across the country. • Draft your STAR report for 2011–2012.

  21. 2011 Chapter Leaders Conference • Refer to conference manuals for schedule. • Regional and demographic breakout sessions. • STAR sessions. • Tip sheet sessions: • Choose 4 (2 each session). • Split up the topics if more than one person from your chapter is attending. • Peer-to-peer sessions: • Take notes and ask questions. • Chapter time: • Learned the “Spilled Milk” stories from other chapters. • Dinner and social activities: • 80’s theme for Thursday’s reception.

  22. How to Get the Most Out of the Chapter Leaders Conference • Be an active participant. • Ask as many questions as you can. • Network with other chapter leaders. • Create working alliances with neighboring chapters. • Get to know your RMA Regional Manager and the RMA support team. • Have fun!

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