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UPCOMING PROGRAMS

For more information and to register, click on appropriate link:

Northeast Senior Credit Officers Round Table

Wednesday, October 11, 2017 - 8:00 AM - 10:30 AM
Appleton

Madison Area Senior Credit Officers Round Table
Tuesday, October 17, 2017 - 8:00 AM - 10:30 AM
Madison

Southeast Area Expert Panel Event - Attorneys
October 24, 2017 - 3:00 PM - 5:30 PM
Waukesha

Madison Area - Scary Lending Stories
October 31, 2017 - 11:00 AM - 1:30 PM
Appleton

Madison Area - Credit Analyst Round Table
November 1, 2017 - 11:00 AM - 1:30 PM
Madison


NATIONAL CONFERENCES

Annual Risk Management Conference

November 5-7
Boston, MA

Prepare for tomorrow at RMA's premier event of the year!


RMA Foundation Scholarships

Applications will be accepted September 11 - October 22.  Know a college student? Forward this scholarship opportunity!

RMA is pleased to grant scholarships to full-time, college juniors and seniors who are interested in working in the banking industry after graduation. Offered through the RMA Foundation, scholarships range from $2,000 to $5,000 and can be renewed up to two additional years, provided each student fulfills the renewal requirements and maintains their free student membership with RMA. 

Students can visit www.rmahq.org/scholarship for more information and to apply. Thank you for your support in grooming the next generation of financial professionals.


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Fall 2016 Highlights

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Principles and Practices of Credit Risk Administration
December 1, 2016, class held in Racine.  Gary Maples presenting.

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Platinum Chapter Planning Award

Congratulations to the Wisconsin RMA Chapter for winning a Platinum Chapter Planning Award at the Annual Risk Management Conference in Dallas. The Platinum award is the highest level of recognition given from the National RMA Association. (Pictured  L to R are Harlan McLain, Pete Brethouwer and Melissa Torres)

Essentials of Dairy Lending Workshop

Nearly 40 banking professionals attended the first offering of Essentials of Dairy Lending, a workshop hosted by the NE WI chapter on 11/4 in Appleton, WI. Katelin Haglund reviewed credit underwriting practices, Cyrene Wilke covered documentation topics, while Derek Taylor of Michael Best presented information related to legal issues.

 

CHAPTER EVENTS


2017 Highlights

Scary Lending Stories Panel Event
October 31, 2017, Madison, WI
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The RMA Wisconsin Chapter hosted its second annual scary stories event on October 31, 2017 in Madison at State Bank of Cross Plains.  Panelists included Cindy Albertson – State Bank of Cross Plains, Virginia Bartelt – Bartelt Grobe S.C., Jim Munhofen – Associated Bank and Bruce Paulson – BMO Harris Bank.  Panelists discussed loan situations that had lessons to be learned from underwriting the deal to appropriate documentation, monitoring practices and collection efforts.  Each panelist presented their lesson and then the audience engaged in discussion about what could have been done differently to mitigate risks.  Major take aways include maintaining regular site inspections to assist in watching for potential red flags; know your customer to understand the full scope of the loan and all parties involved; maintaining full relationships to also assist in monitoring red flags; and lastly obtaining appropriate documentation even for the smallest of loans.  On behalf of the RMA Wisconsin Chapter, thank you to all of our panelists for their time and preparation into presenting for our chapter!

Expert Panel Event (1 of 3): Attorneys
October 24, 2017, Waukesha, WI

The RMA Wisconsin Chapter will be holding three panel events for 2017-2018 that will feature several experts who will discuss current banking needs related to their industry and other hot topics.  The three panel events are planned as follows:

  • 10/24/17 - Attorneys.  Expert attorneys from Reinhart Boerner Van Deuren s.c. cover cyber security issues as they relate to banking and loan documention mistakes that can jeopardize deals. 
  • February 2018 (exact date TBD) - Environmental Experts
  • May 2018 (exact date TBD) - Loan Review Experts

RMA Southern WI held its first in a series of expert panels in October.  The panels are designed to offer access to experts to discuss current topics in the lending arena.  The first event focused on legal expertise with an emphasis on cyber security and loan documentation mistakes.  Attorneys from Reinhart Boerner Van Deuren S. C. were the featured speakers.  Attorney John Reichert focused on cyber security and highlighted how the regulatory agencies will soon be spending much more time on this as they examine our member banks.  Several strategies were presented to deal with regulators and cyber events.  Attorneys Robert Heinrich and Christopher Rechlicz went on to detail loan documentation issues and how they can jeopardize deals.  Asset filings and accidental releases were some of the issues the attorneys provided guidance on.

There was active discussion of all topics and RMA members were able to address potential legal issues in a friendly format that allowed for deep questioning and thorough exploration of the issues.  Afterwards Reinhart treated members to a networking session that included cocktails and appetizers.  Members had the opportunity to follow up on any remaining questions and also network with fellow bankers and attorneys.

RMA 2017 Chapter Leaders
Conference
June 22-23, 2017, Scottsdale, Arizona



Melissa Torres, RMA Wisconsin Chapter President, presenting at the National RMA Leaders Conference.  

Loan
Review Panel Discussion
May 24, 2017, Waukesha

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The RMA Wisconsin Chapter held a Loan Review Panel event on May 24th at the Reinhardt Law Office in Waukesha.  Panel experts (pictured from left to right) included Peter Nugent from Enlighten Financial, Barry Tessmann from the FDIC, and Pete Warmenhoven from Nicolet National Bank; the event was moderated by David Wilbik from Johnson Bank (not pictured).

This was one of several RMA member-only free events held throughout the year.  The session was generally well attended with representatives from eight different financial institutions across the greater Milwaukee area.  All attendees left the event with a much better understanding of the loan review process, the advantages and disadvantages of internal versus external loan reviews, the typical annual penetration coverage for commercial portfolios, how credit administration is a large factor in the process, and many other topics as a result of the open format Q&A session at the end of the event.


2017 Lenders Conference
May 18-19, 2017, Kalahari, Wisconsin Dells

Richard Mattoon was one of the 4 presenters the RMA Wisconsin Chapter provided during the conference.


2017 Lenders Conference (Richard Mattoon, Economist, Federal Reserve Bank of Chicago)


RMA EDUCATIONAL OFFERINGS

CHAPTER ANNOUNCEMENTS

Wisconsin Chapter Article Submission wins National Contest
It is with great pride that one of our article writing submissions won FIRST PLACE with RMA national’s Article Writing Competition!! 

We congratulate Ryan Kelley from State Bank of Cross Plains on winning 1st Place!

The tangible form of this recognition is a cash award of $1,000. Ryan received his award at the RMA Annual Risk Management Conference on Tuesday, Nov. 14, 2017.   This year’s conference was held at the Boston Marriott Copley Place, Boston, MA. Ryan's registration fee, as well as spouse/guest’s, was complimentary. 
Also, Ryan's article will be featured in an upcoming RMA Journal.
Great job Ryan!  We hope you enjoyed your stay in Boston!


2017 Article Writing Contest Winners


The RMA Wisconsin Chapter would like to announce the winners of the 2017 RMA Article Writing Competition.  We had some really great submissions and look forward to what will be presented next year!  The winners are:

 - 1st Place - Ryan Kelley - State Bank of Cross Plains - Article titled:  Leveraging Data to Enhance Returns from the Commercial Appraisal Process
 - 2nd Place - Dale Guenther - Park Bank (Milwaukee) - Article titled:  Lessons Learned and Advice for the Closely Held Business Owner
 - 3rd Place - Nick Inman - River Cities Bank - Article titled:  Appraisals:  Much Ado About Nothing

Congratulations to all three winners!  They will be moving on to the national RMA Article Writing Competition where they have the chance to be published in the RMA Journal!  Best of luck to all three!

About the Chapter

The Wisconsin Chapter, like all RMA chapters, is organized and run by volunteer members. We strongly encourage current or prospective members to become involved in shaping the future direction of the chapter by contacting any of the current officers or committee chairs. We would also be happy to discuss the many benefits that can be derived from membership in RMA.