RMA Young Professionals and Atlantic, Tomorrow's Office Present the Benefits and Risks of Artificial Intelligence
When: Nov 9, 2023 from 04:00 PM to 05:00 PM (ET)
Associated with Philadelphia Chapter
Description
Artificial Intelligence is constantly evolving every single day. The impact AI has on our everyday lives, both personally and professionally, is becoming immeasurable. In this presentation, we will explore where AI is going, how Banks and other institutions are integrating decision making tools for fraud, credit decisions, and mitigating risk, the current threat landscape & how risk applies to organizations, how automation can help with risk management, and much more. Please join RMA and Atlantic, Tomorrow’s Office via Zoom on Thursday 11/9/23 to learn more about this emerging technology. The presentation will be followed by a Q&A session.
Harry Srolovitz, Manager, Customer Security & Guidance from Atlantic, Tomorrow’s Office
Date: Thursday, November 9, 2023
Time: 4:00pm - 5:00pm
This program qualifies for 1.2 CRC CEUs.
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A Conversation with Philadelphia Federal Reserve President Patrick T. Harker
When: Oct 20, 2023 from 08:00 AM to 10:00 AM (ET)
Where: The National Constitution Center, 525 Arch Street, Philadelphia, PA, 19106, US
Description
Interested to hear more about industry issues in 2023 that have and will continue to shape regulatory oversight of banks, for example CRE and liquidity? Trying to better gauge what direction the economy is headed? Then please join us as President Harker delivers prepared remarks and accepts questions from the RMA audience.
Click HERE to read bio.
This event will be moderated by William G. Spaniel, Senior Vice President and Lending Officer, Federal Reserve Bank of Philadelphia.
Timing:
8:00-9:00am: Registration, Networking and Continental Breakfast
9:00-10:00am: Conversation with President Harker
This program qualifies for 1.2 CRC CEUs.
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PHILADELPHIA RMA Golf Outing on Monday, September 19, 2022
When: Sep 18, 2023 from 10:30 AM to 7:00 PM (ET)
Where: 1912 Club, 888 Plymouth Road, Plymouth Meeting, PA
The Philadelphia Chapter of RMA will host its fifth annual golf outing at 1912 Club on Monday, September 18, 2023. The 1912 Club is a William S. Flynn designed private golf course founded in 1912 in the suburbs of Philadelphia, PA. It offers a beautiful 18–Hole championship golf course.
We look forward to your attendance and sponsorship of this great event where you will have the opportunity to play and network with local bankers, accountants, lawyers and other finance professionals in the market.
Come out to support the Chapter and enjoy lunch and a great day on the golf course followed by a cocktail reception and the awards presentation!
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SOLD OUT! Women In Business Golf Outing and Clinic on 7/11/23
When: Jul 11, 2023 from 04:00 PM to 08:00 PM (ET)
Where: Bluestone Country Club, 711 Boehms Church Road, Blue Bell, PA, 19422, US
Join Bluestone Country Club's golf professionals for a golf clinic for beginners OR play nine holes. If you are a beginner at golf, the golf clinic is for you! For those players who are more experienced and have played the game, play 9 holes instead! Please email webmaster@rmaphilly.org your preference; in playing 9 holes OR participating in the golf clinic.
All are invited to the Clubhouse after the clinic and/or play for cocktails and light snacks. We will hear from Stephanie D'Angelo, Founder and CEO of HerClub. HerClub was launched to solve a major problem in corporate America: women are missing out on critical networking opportunities, specifically the ones happening on the golf course. To read more about Stephanie, click here.
Cost:
Members: $70
Non-members: $85
This event qualifies for 1.5 CRC CEUs.
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Nothing to Wine About - Lessons From a Philanthropic CEO 6/21/23
When: Jun 21, 2023 from 05:00 PM to 07:30 PM (ET)
Where: Karamoor Winery, 6118 Butler Pike, Blue Bell, PA, 19422, US
Please join the RMA Philadelphia Women in Business group on June 21st at 5pm in the private tasting room at Karamoor Estate Winery for an opportunity to hear from Kelly Botti, CEO of TruMark Financial. We’ll enjoy a tasting which includes 5 wines and a charcuterie board while hearing Kelly’s perspective and insights as they relate to navigating a profession grounded in inclusion and outreach.
The price will be $85 for members and $95 for non-members (includes the tasting!) Please note this event will be capped at 35 participants so plan to register soon; first come, first served!
Event Time: Promptly starts at 5pm and will run about 2.5-3 hours with tasting and speaker.
We encourage our registrants to check out the winery website: https://www.karamoorwines.com/ ahead of the event!
This program qualifies for 1.2 CRC CEUs.
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RMA Annual Bank Presidents Panel 5/24/23
When: Wednesday, May 24, 2023 from 4:00 PM to 7:00 PM (ET)
Where: The Union League of Philadelphia, Grant Room, 1st Floor, 140 S. Broad Street, Philadelphia, PA 19102
Join RMA Philadelphia for one of our signature and most well-attended chapter events of the year - our Annual Bank Presidents Panel Discussion!
Thanks to Our Sponsor:
We will welcome a panel of three bank executives, representing institutions throughout the greater Philadelphia market, to share their perspectives and insights. Our panel will discuss managing a financial institution in today's market conditions, how they are coping with the multitude of challenges facing the banking industry and their outlook and strategy for the future.
Moderator:
Teresa Wood, Senior Consultant, Ardmore Banking Advisors (Click HERE for Bio)
2023 Panelists:
Joseph M. Finley, Regional President, TriState Capital Bank (Click HERE for Bio)
Daniel K. Fitzpatrick, President, Citizens Mid-Atlantic Region (Click HERE for Bio)
Bernard T. Shields, Regional President, M&T Bank (Click HERE for Bio)
Time:
4:00pm Registration
4:30pm - 5:45pm Panel Discussion
5:45pm Networking Reception, including Cocktails and Hors d'oeuvres
Cost:
Members: $100 per person
Non-members: $125 per person
This program qualifies for 1.5 CRC CEUs.
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RMA Philly Presents – Examining the Lease Accounting Standard (ASC 842) and the Impact on Financial Statements and Applications to the Banking Community 5/11/23
When and Where: Virtually on May 11, 2023 from 09:00 AM to 10:30 AM
Join the Philadelphia Chapter of RMA for a Virtual Education Program
Presenters:
Mark A. Guillaume, CPA, CCIFP, Director, Audit & Accounting, Kreischer Miller
Doug Marcincin, CPA, Manager, Business Advisory Services, Kreischer Miller
Objectives:
• Discuss the lessons learned from transitioning to ASC 842 by private companies.
• Understand what companies are doing to meet financial reporting and disclosure requirements from ASC 842
by looking at examples covering lessees and lessors.
• Learn how changes as a result of ASC 842 impact lenders, including items lenders need to consider.
• Discuss the impact of ASC 842 on debt covenants.
Time: 9:00 - 10:30 AM
Cost: RMA Members are free
Non Members: $25.00
This event qualifies for 1.8 CRC CEU's
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RMA Philly Young Professionals Present Loan Disaster Stories 4/6/23
When: Apr 6, 2023 from 03:30 PM to 06:00 PM (ET)
Where: Temple University Fox School of Business
Please join RMA YP Philly and Temple University’s Fischer-Shain Center for Financial Services to hear from Bill Cornelius, Senior Vice President and Middle Market Relationship Manager from M&T Bank, and Cori Brennan, Bankruptcy & Restructuring and Litigation Partner of Klehr Harrison Harvey Branzburg LLP, in a joint event. Bill and Cori bring years of experience to discuss “Loan Disaster Stories”. We will dive in and discuss tough scenarios each of them have experienced and how they were best resolved. In addition, we’ll discuss lessons learned and ask for advice on future situations/key takeaways for the audience!
Fischer-Shain Center for Financial Services | Fox School of Business (temple.edu)
Panelists:
Bill Cornelius, Senior Commercial Lender & Senior Vice President at M&T Bank (Click HERE for bio)
Corinne Brennan, Partner, Bankruptcy & Restructuring | Litigation, Klehr Harrison Harvey Branzburg LLP (Click HERE to read bio)
Reception/Networking to follow.
This event is free but please register so we can plan accordingly.
Timing: 3:30 - 6:00 pm
This event qualifies for 1.2 CRC CEUs.
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RMA Philadelphia Real Estate Panel Program 3/9/23
When: Mar 9, 2023 from 04:00 PM to 07:30 PM (ET)
Where: Stradley Ronon, 2005 Market Street, Suite 2600, Philadelphia, PA, 19103, US
Description:
Join us for a networking program with bankers, investors and others active in real estate development and financing, and hear from an exciting panel of experts about the trends in the commercial real estate market in the Philadelphia region.
SPECIAL THANKS TO OUR PROGRAM SPONSOR
Moderator:
Christopher Rosenbleeth, Chair, Real Estate, Stradley Ronon (Click HERE to read Bio)
Panel Members:
Ryan Ade, Philadelphia Office, Co-Head, JLL Capital Markets, (Click HERE to read Bio)
Brad Fouss, Market President, OceanFirst, (Click HERE to read Bio)
Eric Shelmire, Vice President of Capital Markets, Acquisitions, and Development, PMC Property Group, Inc. (Click HERE to read Bio)
Registration & Networking: 4:00 - 4:30 PM
Program with Q&A: 4:30 - 5:30 PM
Reception: 5:30 - 6:30 PM
Cost:
Members: $35
Non-Members: $45
This program qualifies for 1.2 CRC CEUs.
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RMA Philadelphia Members Only Social & Beer Tasting 1/25/23
When: Jan 25, 2023 from 05:30 PM to 07:30 PM (ET)
Where: Klehr Harrison Harvey Branzburg LLP, 1835 Market Street, 15th Floor, 15th Floor, Philadelphia, PA, 19103, US
Description
You are invited to an exclusive, educational and entertaining tutored beer and cheese tasting for RMA Philadelphia Chapter Members Only!
Join Peter Cherpack, of Ardmore Banking Advisors and BeerAppreciation.com for an interesting and delicious craft beer and artesian cheese pairing exclusively for members of the Philadelphia RMA chapter. During the first hour of the event, Peter will lead you though a brief history of beer, it’s ingredients, styles and flavors. We will then taste four local craft beers paired with delicious cheeses. We will talk about the rich flavors of cheese and how they compliment and contrast with the carefully selected beer samples.
Think that you don’t like beer? Well, here’s a chance to learn more about what flavors you like in beer and don’t, and learn how maybe you might appreciate different craft beers a little more in the future. Come for the beer-education and stay for the fun and flavors! There will be a reception after the tasting with more food and drink for those interested.
Special Thanks to Klehr Harrison Harvey Branzburg LLP for hosting this event!!
Program Timing:
5:30-5:45 Registration
5:45-6:45 Beer and Cheese Tasting
6:45-7:30 Networking with Light Refreshments
Member tickets are $25 per member. Non-members can join RMA Philadelphia and then register for this event. ______________________________________________________________________________________________
A Conversation with Philadelphia Federal Reserve President Patrick T. Harker 11/10/22
When: Nov 10, 2022 from 08:00 AM to 10:00 AM (ET)
Where: The Federal Reserve Bank of Philadelphia, Ten Independence Mall, 100 North 6th Street, Philadelphia, PA, 19106, US
Description
Trying to plan for next year and reflect on lessons learned in 2021-2022? Figure out what direction the economy is going? Then please join us as President Harker delivers prepared remarks and accepts questions from the RMA audience.
Click HERE to read bio.
This event will be moderated by William G. Spaniel, Senior Vice President and Lending Officer, Federal Reserve Bank of Philadelphia.
Timing:
8:00-8:45am Registration and Continental Breakfast
8:45-9:00am RMA Events Update & Introductions
9:00-10:00am Conversation with President Harker
This program qualifies for 1.2 CRC CEUs.
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PHILADELPHIA RMA Golf Outing on Monday, September 19, 2022
When: Sep 19, 2022 from 10:30 AM to 7:00 PM (ET)
Where: 1912 Club, 888 Plymouth Road, Plymouth Meeting, PA
The Philadelphia Chapter of RMA will host its fourth annual golf outing at 1912 Club on Monday, September 19, 2022. The 1912 Club is a William S. Flynn designed private golf course founded in 1912 in the suburbs of Philadelphia, PA. It offers a beautiful 18–Hole championship golf course.
We look forward to your attendance and sponsorship of this great event where you will have the opportunity to play and network with local bankers, accountants, lawyers and other finance professionals in the market.
Come out to support the Chapter and enjoy lunch and a great day on the golf course followed by a cocktail reception and the awards presentation!
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RMA Loan Syndication Panel Discussion and Networking Reception 7/28/22
When: Jul 28, 2022 from 4:00 PM to 6:30 PM (ET)
Where: Ballard Spahr LLP, 1735 Market Street, 48th Floor, Philadelphia, PA, 19103, US
We are pleased to invite you to join us for the rescheduled networking event with bankers, capital markets professionals, investors and intermediaries active throughout the greater Philadelphia region. You will also have the opportunity to hear from an exciting panel of debt capital markets experts discussing key themes and current trends in the syndicated loan markets. Take advantage of the opportunity to expand your professional network in person while enjoying a reception with hors d'oeuvres provided by our event sponsor Ballard Spahr!
Moderator
Matthew C. Levering, Senior Vice President, Brown Brothers Harriman
Click HERE to reach bio.
Panelists:
William Bobrow, Managing Director, PNC Capital Markets LLC
Click HERE to read bio.
Matthew McGrath, Director, PNC Capital Markets LLC
Click HERE to read bio.
Brian Salvitti, Director, LBC Credit Partners
Click HERE to read bio.
Jon Wronski, Head of Technology Loan Syndications, Citibank
Click HERE to read bio.
Program Timing:
4:00 - 4:30pm Registration
4:30 - 5:30pm Panel Discussion
5:30 - 6:30pm Reception
This Program is Free to All
This program qualifies for 1.2 CRC CEUs.
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Women in Banking Golf Outing and Clinic on July 20th
When: Jul 20, 2022 from 4:00 PM to 7:00 PM (ET)
Where: Bala Golf Club, 220 Belmont Avenue, Philadelphia, PA, 19131
Join Bala Golf Club's golf professionals for a golf clinic for beginners and try out a few holes afterwards. For those players who are more experienced and have played the game, play 9 holes instead!
All are invited to the Clubhouse after the clinic and play for a reception and a short program to follow. During the reception, Lisa Peskin from Business Development University will share with us the Top 5 Secrets of Success for Women in Business. Read more about Lisa HERE.
Cost:
Members $60
Non-members $75
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RMA Philly YP Presents Returning to Work in a Post COVID World for Young Professionals 6/2/22
When: Jun 2, 2022 from 03:00 PM to 04:00 PM (ET)
Description
For the past two years, young professionals have been working remotely. Some YP’s have never been in a professional office. Please join RMA YP Philly to hear from Dave Doty and Adriel Garcia, employment attorneys at Stradley Ronon, and John Uehling from Uehling Wealth Management as they discuss the current state of return to work, concerns they are seeing in the workplace, and overall trends for returning to work. Please come prepared with questions as there will be time for Q&A after their presentation. Please note – this presentation is for academic purposes only and in no way does it constitute legal advice.
Speakers:
David A. Doty, Associate, Stradley Ronon (click HERE for Bio)
Adriel J. Garcia, Associate, Stradley Ronon (click HERE for Bio)
John C. Uehling, CFP, VP-Wealth Management, Uehling Wealth Management (click HERE for bio)
Time:
3:00 - 4:00 pm
This virtual event is free.
This event qualifies for 1.2 CRC CEUs.
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RMA Annual Bank Presidents Panel
When: Wednesday, May 25, 2022 from 4:00 PM to 7:00 PM (ET)
Where: The Union League of Philadelphia, Meade Rroom, 1st Floor, 140 S. Broad Street, Philadelphia, PA 19102
Join RMA Philadelphia for one of our signature and most well-attended chapter events of the year - our Annual Bank Presidents Panel Discussion!
Thanks to Our Sponsor:
We will welcome a panel of three bank executives, representing institutions throughout the greater Philadelphia market, to share their perspectives and insights. Our panel will discuss managing a financial institution in today's market conditions, how they are coping with the multitude of challenges facing the banking industry and their outlook and strategy for the future.
Moderator:
Peter Cherpack, EVP, Principal, CAO, Partner, Ardmore Banking Advisors
2022 Panelists:
T. Benjamin Marsho, EVP, Chief Risk Officer, Meridian Bank
Timothy D. Romig, Executive Vice President, National Director, Customers Bank (Click HERE for bio)
Evelyn F. Smalls, President & CEO, United Bank of Philadelphia (Click HERE for bio)
Time:
4:00pm Registration
4:30pm - 5:45pm Panel Discussion
5:45pm Networking Reception, including Cocktails and Hors d'oeuvres
Cost:
Members: $75 per person
Non-members: $85 per person
This event qualifies for 1.5 CRC CEUs.
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RMA Philly Presents - Turn the Great Resignation into Your Company’s Great Awakening 5/5/22
When: Virtually on May 5, 2022 from 09:00 AM to 10:30 AM
Join the Philadelphia Chapter of RMA for a Virtual Education Program. We’ve all heard of the Great Resignation, which has resulted from the historically high level of employee resignations over the past year. The pandemic has undoubtedly changed the landscape of work while serving as the catalyst for employees to reexamine what is meaningful for them – in their jobs and in their lives. Using this lens, you can recategorize the Great Resignation as the “Great Awakening.” Rather than seeing this phenomenon as a threat, forward-thinking companies are using it as an opportunity to think about the future of work and how they can keep their employees engaged and fulfilled.
Presenter:
Bobbi D. Kelly, Director-in-Charge, Talent Advisory
Kreischer Miller (Click HERE to Read More)
Objectives:
• Gain a deeper understanding of what is driving the Great Resignation
• Learn about the forces of disengagement and how to counter-balance them
• Discover how you can use data to attract, retain, and develop talent in your organization
• Learn about resources and next steps you can take to reduce your turnover, improve your company culture, and engage your workforce.
Time: 9:00 - 10:30 AM
Cost: RMA Members are free
Non Members: $25.00
This event qualifies for 1.8 CRC CEU's
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RMA Regulators Roundtable 4/29/22
When: Virtually on April 29, 2022 from 10:00 AM to 11:30 AM (ET)
Please join the Philadelphia Chapter of RMA for its first Regulators Roundtable featuring representatives from the Northeastern District of the Office of the Comptroller of the Currency (OCC), the New York Region of the Federal Deposit Insurance Corporation (FDIC), the Federal Reserve Bank of Philadelphia (FRBP), and the Northeast Region of the Consumer Financial Protection Bureau (CFPB). The panelists will provide an overview of hot topics and emerging trends in consumer compliance supervision.
Panelists:
Gretchen A. Blystone, Consumer Compliance Lead Expert, Office of the Comptroller of the Currency (OCC), Northeastern District Office, (Click HERE to read bio).
Robert P. Cordeiro, Assistant Regional Director, Federal Deposit Insurance Corporation (FDIC), New York Region (Click HERE to read bio)
Anjanette Kichline, Assistant Vice President, Federal Reserve Bank of Philadelphia (FRBP), Supervision, Regulation, and Credit Department, (Click HERE to read bio)
Andrew Rizkalla, Assistant Regional Director, Office of Supervision Examinations,
Northeast Region, Consumer Financial Protection Bureau (CFPB), (Click HERE to read bio)
Time: 10:00 - 11:30 am
This event qualifies for 1.8 CRC CEUs.
This virtual event is free.
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The Changing Face of Business: RMA presents a Panel Discussion on DEI 3/23/22
When: Mar 23, 2022 from 08:30 AM to 10:30 AM (ET)
Where: 1912 Club, 888 Plymouth Road, Plymouth Meeting, PA, 19462, US
Panelists will D-eliver their E-xperiences & I-nsights …….regarding programs that were implemented at their respective organizations over the past year(s) in support of Diversity, Equality and Inclusion. Please join the RMA Philadelphia Chapter to discuss bringing EVERYONE to the table as we strengthen our organizations and community together.
Moderator:
Lisa Pileggi, Director-in-Charge, Tax Strategies, Kreischer Miller
Panelists:
Varsovia Fernandez, Executive Director, Pennsylvania CDFI Network (Click HERE for Bio)
Michelle Burroughs, Senior Vice President and Chief Diversity Officer, WSFS Bank (Click HERE for Bio)
Amara Briggs, Senior Vice President, Middle Market, Truist (Click HERE for Bio)
When:
8:30 am - 9:00 am Registration, Networking & Breakfast
9:00 am - 10:00 am Panel
10:00 am -10:30 am Wrap Up, Post Event Networking
Cost:
Members: $25
Non-members: $35
This program qualifies for 1.2 CRC CEU's.
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RMA Real Estate Panel Program 3/2/22
When: Mar 2, 2022 from 04:00 PM to 06:00 PM (ET)
Where: Stradley Ronon Stevens & Young, LLP, 2005 Market Street, Suite 2600, Philadelphia, PA,
Join us for a networking program with bankers, investors and others active in real estate development and financing, and hear from an exciting panel of experts about the trends in commercial real estate market in the Philadelphia region.
SPECIAL THANKS TO OUR PROGRAM SPONSOR
Moderator:
Christopher Rosenbleeth, Chair, Real Estate, Stradley Ronon (Click HERE to read Bio)
Panel Members:
Lauren Gilchrist, Managing Director of Research, Longfellow Real Estate Partners, (Click HERE to read Bio)
Seth Mackler, Executive VP/Director Real Estate Finance, Firstrust Bank, (Click HERE to read Bio)
Matthew Pestronk, President, Post Brothers, (Click HERE to read Bio)
Registration & Networking: 3:45 - 4:15 PM
Program with Q&A: 4:15 - 5:15 PM
Reception: 5:15 - 6:00 PM
Cost:
Members: $35
Non-Members: $45
This program qualifies for 1.2 CRC CEU credits.
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RMA Philly YP's Present: Financial Disruption: the Changing Landscape in Financial Services 2/24/22
When: Virtually on Feb 24, 2022 from 3:00 PM to 4:00 PM (ET)
RMA Young Professionals welcome Ryan Greiser and Fran Walsh from Opulus to talk about Financial Disruption. Some of the topics they will cover are:
o Evolving landscape in financial services
o Blockchain
o Fintech
o Crypto
o Digital asset management
o Mitigating risk in a volatile market
o Inflationary risk & how to navigate economy during fed rate hikes
Ryan Grieser, Opulus (Click HERE for Bio)
Fran Walsh, Opulus (Click HERE for Bio)
Opulus is a Registered Investment Advisory Firm that was launched in August of 2019. Our services include Financial Planning, Investment Management, and Digital Asset Management. Our financial planning philosophy is to help individuals become financially independent by aligning investments with individuals values, reducing their tax liability, and intelligently eliminating debts. Regarding our Investment management philosophy - our core investment principles include Low-Cost Direct Indexing, Tax-Alpha Strategies, Socially Responsible Screening, & Disruptive Innovation. Most recently - Opulus became the first RIA in PA and one of the first in the country to be able to manage digital assets. We are extremely active on social media - feel free to check us out @opulusllc on Instagram, or feel free to check out our Podcast - Inside the Path to Success - on Apple, Spotify, or anywhere else you listen to podcasts.
Time: 3:00 - 4:00 pm
This program qualifies for 1.2 CRC CEU credits.
This event is free.
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A Virtual Conversation with Philadelphia Federal Reserve President Patrick T. Harker 9/29/21
When: Sep 29, 2021 from 9:00 AM to 10:00 AM (ET)
Trying to plan for next year and reflect on lessons learned in 2020-2021? Figure out what direction the economy is going? Then please join us as President Harker delivers prepared remarks and accepts questions from the RMA audience.
Click here to read bio.
Cost: This is a free event.
This event qualifies for 1.2 CRC CEU's
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PHILADELPHIA RMA Golf Outing on Monday, September 20, 2021
When: Sep 20, 2021 from 10:00 AM to 7:00 PM (ET)
Where: Old York Road Country Club, 801 Tennis Avenue, Ambler, PA
2020-2021 PAST RMA CHAPTER PHILADELPHIA EVENTS
Let's Make a Deal: Negotiating Loan Documents on July 14, 2021
When: July 14, 2021 from 9:00 AM to 10:30 AM (ET)
Join us for a virtual Philadelphia Chapter education program in which we will discuss typical representations, covenants and events of default and common negotiation points, as well as recent caselaw and developments.
Presenters:
Julie M. Murphy, Partner, Stradley Ronon, (Click HERE to read more)
Christopher Rosenbleeth, Esquire, Chair, Real Estate, Stradley Ronon, (Click HERE to read more)
Time: 9:00 - 10:30 AM
Cost: RMA Members are free
Non-members are $25
This program qualifies for 1.8 CRC CEU credits.
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RMA Philly YP's Present: Banking for Underserved Communities and Individuals on July 1, 2021
When: Jul 1, 2021 from 9:00 AM to 10:00 AM (ET)
Please join the RMA YP Philadelphia Group for a Virtual Young Professionals Program focused on banking for underserved communities and individuals.
This event will feature Detra Miller, Business Banking Regional Manager for M&T Bank (Click HERE for her bio) and Schnearia Ashley, CRA Officer for Truist (click HERE for her bio). They will discuss banking minority and women owned businesses, how to better educate in this area, and how one can change the paradigm through Banking.
Detra Miller Schnearia Ashley
Time: 9:00 - 10:00 am
This Event is Free
This program qualifies for 1.2 CRC CEU credits.
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Women in Banking Golf Outing and Clinic on June 15th
When: Jun 15, 2021 from 4:00 PM to 7:00 PM (ET)
Where: Bala Golf Club, 220 Belmont Avenue, Philadelphia, PA, 19131
Join Bala Golf Club's golf professionals for a golf clinic for beginners and try out a few holes afterwards. For those players who are more experienced and have played the game, play 9 holes instead!
All are invited to the Clubhouse after the clinic and play for a reception and a short program to follow. During the reception, we will have a conversation with Peggy Leimkuhler, Chief Operating Officer and Executive Vice President at Firstrust Bank. Peggy will discuss her career and her outlook on the post-COVID environment in banking, and take questions. Read more about Peggy HERE.
Cost:
Members $60
Non-members $75
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RMA 2021 Virtual Presidents Panel
When: Jun 2, 2021 from 4:00 PM to 5:30 PM (ET)
2021 Presidents Panel: Our Senior Banking Professionals discuss the short term and long term impact of the Covid-19 virus on banks, where to invest in the future, how to grow your bank and how to compete in the competitive world of banking.
Special Thanks to Our Sponsor:
We will welcome a panel of four bank executives, representing institutions throughout the greater Philadelphia market, to share their perspectives and insights.
Louis J. Dunham, Senior Vice President, Ardmore Banking Advisors, (Click HERE for Bio)
2021 Panelists:
Charles C. Cowles, III, Market Executive, Wells Fargo & Company (Click HERE for Bio)
Charles K. Hull, Managing Director, Investment Banking, Boenning & Scattergood’s Investment Banking Group (Click HERE for Bio)
Rodger Levenson, Chairman, President & CEO, WSFS Financial Corporation and WSFS Bank (Click HERE for Bio)
Anne Bovaird Nevins, President, PIDC (Click HERE for Bio)
Time: 4:00-5:30pm Panel Presentation followed by Q&A
Cost: RMA Members are free
Non Members: $25
This program qualifies for 1.8 CRC CEU credits.
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RMA Young Professionals Present Young CEO’s Panel
When: April 21, 2021 from 4:00 PM to 5:00 PM (EST)
RMA wants to connect Young Professionals (YP's) with leaders in the hospitality/food & beverage industry that have successfully managed through COVID and help the YP’s better understand what makes the respective business successful.
Panel Speakers:
Nick Bayer, (CEO, Saxbys)
Luke Bowen, (CEO, Evil Genius Brewing Co.)
Nicole Marquis, (CEO, HipCityVeg)
There will be a moderated panel discussion which includes Q&A from the attendees.
Time: 4:00 - 5:00 PM
This event is Free.
This event qualifies for 1.2 CRC CEU's
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Women in Banking Presents: Diversity: Who do YOU want to be as an organization?
When: Mar 25, 2021 from 9:30 AM to 10:30 AM (ET)
Each individual and organization has a responsibility towards cultural awareness and diversity. Join us for a discussion surrounding the important questions and considerations we should be asking in order to open the door to a bigger, more impactful dialogue.
On March 25th, RMA will host a session led by Toya Lawson, partner with Bridge Partners. During our time with Toya, she will share the matters that organizations need to address in order to be able to define “Who do we want to be as an organization?”
Toya Lawson, Partner, Bridge Partners
Click HERE to read more.
Time: 9:30 - 10:30 AM
Cost: RMA Members are free
Non Members: $25.00
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PPP - How will it impact Financial Reporting and Tax Returns?
When: March 18, 2021 from 9:00 AM to 10:30 AM (ET)
Join us for a Philadelphia Chapter education program which will enable the participants to better understand the financial reporting and tax implications of the PPP loan and the related forgiveness. In addition, this course will also discuss the valuation impact of the PPP loans on borrowers.
Presenters:
Lisa Pileggi, CPA, Director-in-Charge, Tax Strategies
Kreischer Miller, Click HERE to read more.
Brian Sharkey, CPA, CVA, CEPA, Director-in-Charge, Business Advisory Group, Kreischer Miller
Click HERE to read more.
Objectives:
• Understand financial statement impact of the PPP Loan
• Identify the forgiveness aspects of the PPP Loan
• Understand the Federal Tax implications
• Discuss specific state treatment of PPP
• Review the impact which the PPP Loan and forgiveness has on an entity's valuation
Time: 9:00 - 10:30 AM
Cost: RMA Members are free
Non Members: $25.00
This event qualifies for 1.8 CRC CEU's
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Join Us for a Panel Discussion on the Commercial Real Estate Market
When: Feb 25, 2021 from 9:00 AM to 10:00 AM (ET)
Join us for a virtual networking program with bankers, investors and others active in real estate development and financing, and hear from an exciting panel of experts about the commercial real estate market in the Philadelphia region.
SPECIAL THANKS TO OUR PROGRAM SPONSOR
MODERATOR:
Christopher Rosenbleeth, Stradley Ronon Stevens & Young, LLP
PANEL MEMBERS:
Laura Brestelli, Vice President and Director of Capital Markets, Equus Capital Partners, Ltd. (Click HERE to read Bio)
Lauren Gilchrist, Director of Research (Philadelphia), JLL (Click HERE to read Bio)
Meredith Roark, Commercial Real Estate Team Leader, Fulton Bank (Click HERE to read Bio)
Time: 9:00 - 10:00 AM Panel Presentation
Cost: RMA Members are free
Non Members: $25.00
This event qualifies for 1.2 CRC CEU's
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Tax Implications of the CARES Act, PPP, and President-Elect Biden’s Potential Taxation Policy
When:Dec 9, 2020 from 8:30 AM to 10:00 AM (ET)
Please join RMA Philadelphia Young Professional’s group as they host an informative and interesting presentation by Jeffrey J. Bowley, Partner (Joseph W. Bowley & Co. LLP) & Lisa G. Pileggi, Director-in-Charge, Tax Strategies (Kreischer Miller).
Jeff and Lisa will cover the current and future tax Implications of the CARES Act, Paycheck Protection Program, and President-Elect Biden’s Potential Taxation Policy. A Q&A session will occur after the presentation. This event will count for 1 CPE hour.
Speakers:
Jeffrey J. Bowley, Partner, Joseph W. Bowley & Co. LLP
Lisa G. Pileggi, Director-in-Charge, Tax Strategies, Kreischer Miller
Cost:
This event will be free to all; and will count as 1 CPE credit
This event qualifies for 1.8 CRC CEU's
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A Virtual Conversation with Philadelphia Federal Reserve President Patrick T. Harker 11/18/20
When:Nov 18, 2020 from 9:00 AM to 10:00 AM (ET)
Trying to plan for next year? Figure out what direction the economy is going? Then please join us as President Harker delivers one of his first post-election prepared remarks and accepts questions from the RMA audience.
Click here to read bio.
Cost: RMA Members are free.
Non-members: $25
This event qualifies for 1.2 CRC CEU's
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RMA Talent & Careers Program: Pathways to the Top
When: Oct 30, 2020 from 9:00 AM to 10:00 AM (ET)
Pathways to the Top: A Fireside Chat Between Nancy Foster, President & CEO of RMA and Alan Kaplan, Founder & CEO of Kaplan Partners.
These two leaders in banking and human capital strategy will explore the market for talent in banking, career management, lessons learned, and how the pandemic is impacting careers in the banking industry.
Nancy Foster, President, RMA (Click HERE to read Bio)
Alan J. Kaplan, Founder and CEO, Kaplan Partners (Click HERE to read Bio)
Time: 9:00 - 10:00 AM Fireside Chat
Cost: RMA Members are free
Non Members: $25.00
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Women in Banking Golf Outing, Clinic and Presentation on October 14th
When: Oct 14, 2020 from 3:00 PM to 6:00 PM (ET)
Where: White Manor Country Club, 831 Providence Road, Malvern, PA, 19355, US
Join RMA and White Manor Golf Club's golf professionals for a golf clinic for beginners and try out a few holes afterwards. For those players who are more experienced and have played the game, play 9 holes instead!
Join us afterwards for cocktails, light snacks and presentation by Susan V. Boehm, CDFA and Marlene McNamee, Senior Financial Professional with Firstrust Financial Resources for a “Share Your Love” presentation on estate planning and how to speak with family members on this important topic.
Cost: Members $60
Non-members $75
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What Impending Credit Issues Are Keeping Our Credit Officers Up At Night?
When: Oct 8, 2020 from 9:00 AM to 10:00 AM (ET)
Please join our panel of Credit Officers and Lou Dunham from Ardmore Banking Advisors to discuss the credit environment as we close out the year. Lou leads a panel of credit officers to discuss the current state of the market and what industries are the most concerning as we head into the fourth quarter. What is regulators point of view? What should you be doing now to prepare your portfolio for a continued slowdown?
Moderator:
Louis J. Dunham, Senior Vice President, Ardmore Banking Advisors
Credit Officers:
Liam Brickly, Senior Vice President & Chief Credit Officer, Bryn Mawr Trust
Sarah Hudak, Senior Credit Officer & Administrative Vice President, M&T Bank
Melvin Washington, Chief Risk Officer, TriState Capital Bank
Time: 9:00 - 10:00 AM Panel Presentation
Cost: RMA Members are free
Non Members: $25.00
This event qualifies for 1.2 CRC CEU's
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YP Program-CREDIT AND RELATIONSHIP MANAGEMENT DURING CYCLES
When: Aug 5, 2020 from 3:00 PM to 4:00 PM (ET)
Please join the RMA Philly Young Professionals team on Wednesday, August 5th from 3-4pm for a moderated conversation around credit and relationship management during cycles. As COVID has made a dramatic impact on our economy, it is more important than ever to mitigate risk by ensuring credit and relationship management remain top of mind.
Speakers include:
Bernie Shields, Regional President, M&T Bank
Tom Haggerty, Regional Manager Credit Products, PNC Bank.
Both Bernie and Tom have long tenured experience managing credit and relationships through cycles and we look forward to hearing what they say.
This event qualifies for 1.2 CRC CEU's
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2019-2020 PAST RMA CHAPTER PHILADELPHIA EVENTS
RMA 2020 Virtual Presidents Panel on May 27
When: May 27, 2020 from 4:00 PM to 5:30 PM (ET)
2020 Presidents Panel: Our Senior Banking Professionals discuss the short term and long term impact of the Covid-19 virus on banks, where to invest in the future, how to grow your bank and how to compete in the competitive world of banking.
Special Thanks to Our Sponsor:
We will welcome a panel of four bank executives, representing institutions throughout the greater Philadelphia market, to share their perspectives and insights.
Louis J. Dunham, Senior Vice President, Ardmore Banking Advisors, (Click HERE for Bio.)
2020 Panelists:
Tim Abell, President, Firstrust Bank (Click HERE for Bio.)
Scott R. Gamble, Principal, Patriot Financial Partners, L.P. (Click HERE for Bio.)
Jay Junior, Managing Director, Investment Banking, D.A. Davidson & Co. (Click HERE for Bio.)
Christopher Maher, Chairman, President and CEO, OceanFirst Bank, (Click HERE for Bio.)
Time: 4:00-5:30pm Panel Presentation followed by Q&A
Cost: RMA Members are free
Non Members: $25
This program qualifies for 1.8 CRC CEU credits.
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The RMA Philadelphia Chapter presents a webinar on COVID-19 - Best Practices & Stress Testing followed by Q&A.
When: May 14, 2020 11:00 am - 12:15 pm
PORTFOLIO STRESS TESTING FOR THE PANDEMIC
Peter Cherpack, EVP Partner, Senior Director Credit Technology, Ardmore Banking Advisors (Click HERE to read Bio.)
Todd Sardich, Senior Vice President of Credit Risk Management Consulting
Ardmore Banking Advisors (Click HERE to read Bio.)
As the industry is embroiled in the worst economic crisis of a generation, the use of portfolio stress testing (“sensitivity shocks”) can help banks identify dangerous vulnerabilities and potential capital shortfall in their portfolios. By segmenting the portfolio into key CRE property types and C & I industry categories, and then simulating the impact of loss of income or collateral value on those borrowers, banks can get a directionally correct view of their potential critical areas to address as the crisis unfolds.
CREDIT RISK MANAGEMENT BEST PRACTICES FOR COVID-19
Louis J. Dunham, Senior Vice President, Senior Director, Risk Management Consulting, Ardmore Banking Advisors (Click HERE to read Bio.)
There has NEVER been a crisis in the USA where “non-essential” businesses were forced to shut down nationwide. The root cause of this crisis isn’t an asset bubble like the great recession – it’s a public health emergency that is inflicting havoc on the entire U.S. economy. So are community and regional banks prepared and equipped to employ “Credit Risk Management Best Practices for COVID-19” or any other pandemic that comes our way?
This program qualifies for 1.5 CRC CEU credits.
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RMA Women In Banking: Celebrating Women's History Month 2020
When: March 11, 2020 8:00-10:00 AM (ET)
Where: The Federal Reserve Bank of Philadelphia
Ten Independence Mall, 100 North 6th Street, Philadelphia, PA 19106
Join the Philadelphia and Southern New Jersey Chapters of RMA for a breakfast and panel program featuring women in banking leaders and moderated by RMA's first female President, Nancy Foster. Our distinguished panel illustrates the advancements in opportunities for women since they were granted the right to vote 100 years ago. The panel will discuss changes, challenges and opportunities for women and men in banking today.
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Moderator:
Nancy Foster, President, RMA (Click HERE to read Bio)
Tina Byles Williams, CEO and CIO, FIS Group (Click HERE to read Bio)
Meg Mueller, EVP, Head of Commercial Banking, Fulton Financial Corporation (Click HERE to read Bio)
Suzanne Svizeny, EVP, Market President, OceanFirst Bank (Click HERE to read Bio)
Cost: Members: $35
Non-Members $45
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Join Us for a Panel Discussion on the Commercial Real Estate Market
When: March 4, 2020 8:00 -10:00 AM (ET)
Where: Stradley Ronon Stevens & Young, LLP
2005 Market Street, Suite 2600, Philadelphia, PA 19103
Join us for a morning of networking with bankers, investors and others active in real estate development and financing, and hear from an exciting panel of experts about the commercial real estate market in the Philadelphia region.
SPECIAL THANKS TO OUR PROGRAM SPONSOR
MODERATOR:
Christopher Rosenbleeth, Stradley Ronon Stevens & Young, LLP
PANEL MEMBERS:
Jeffrey DeVuono, Executive Vice President and Senior Managing Director, Philadelphia, Brandywine Realty Trust (Click HERE to read Bio)
Lauren Gilchrist, Director of Research (Philadelphia), JLL (Click HERE to read Bio)
Jeffrey Wallace, Senior Vice President, Capital One Bank (Click HERE to read Bio)
Time:
8:00 am Registration, Networking & Continental Breakfast
8:30 - 10:00 am Program
Registration Cost:
RMA Members: $35
Non-members: $45
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RMA Young Professionals Present: Bankers and Brews 2/11/20
When: February 11, 2020 5:30-8:30 PM (ET)
Where: Yards Brewing Company
500 Spring Garden Street, Philadelphia, PA
Please join us at Yards Brewing Company for some beer, appetizers and networking while we hear their story of growing from a garage-sized operation in Manayunk all the way up to their newest location at 500 Spring Garden Street in Northern Liberties. Their beers always have and always will be brewed, bottled, kegged, and canned for the hard working people of Philadelphia and beyond! See you there!
Cost: $35 per person (includes 2 drink tickets and appetizers)
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RMA Philadelphia Member Appreciation Networking Event
When: Jan 15, 2020 from 5:30 PM to 7:30 PM (ET)
Where: The Pyramid Club, 1735 Market Street, 52nd Floor, Philadelphia, PA
Please join the RMA Philadelphia community for an evening of drinks, appetizers, and networking at the Pyramid Club in Philadelphia. You’ll have the opportunity to meet the Board, reconnect with peers and colleagues, develop new relationships with fellow Chapter Members, and meet our Chapter Sponsors.
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Hear From Philadelphia Federal Reserve Bank Executives in a General Conversation about CECL
When: Nov 12, 2019 from 8:00 AM to 10:00 AM (ET)
Where: The Federal Reserve Bank of Philadelphia, 100 North 7th Street, New Jersey Room, 3rd Floor, Philadelphia, PA
Join Philadelphia Federal Reserve Bank Executives for a panel discussion about CECL - Current Expected Credit Losses Methodology.
Moderator:
Peter L. Cherpack (Click HERE for bio)
EVP, Partner
Senior Director Credit Technology
Ardmore Banking Advisors, Inc
Panelists:
Robert J. Ilik (Click HERE for bio)
Senior Supervisory Manager
Federal Reserve Bank of Philadelphia
William Wisser (Click HERE for bio)
Vice President, Supervision, Regulation & Credit Department
Federal Reserve Bank of Philadelphia
Topics of discussion
• Regulatory role of supporting GAAP and FASB’s CECL rule
• Why CECL will not “go away” or “be cancelled”
• Why having a formal CECL transition plan now is a good idea, key elements
• How CFO’s and CCO’s will work together due to make the CECL transition successful
• CECL’s impact on more than just the loan portfolio
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Young Professionals RMA Event on November 7, 2019
When: Nov 7, 2019 from 6:00 PM to 8:00 PM (ET)
Where: RCCB, Two Logan Square, 100 N. 18th Street, Suite 710, Philadelphia, PA
Please join Royer Cooper Cohen Braunfeld for an overview of the changes to lease accounting standards, and their effect on loan documentation and covenant compliance. The presentation will be followed by networking over light appetizers and drinks.
Thank you to our Program Sponsor!
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PHILADELPHIA RMA Golf Outing and Clinic Monday, September 23, 2019
When: Sep 23, 2019 from 10:00 AM to 7:00 PM (ET)
Where: Old York Road Country Club, 801 Tennis Avenue, Ambler, PA
When: Jul 16, 2019 from 4:00 PM to 7:00 PM (ET)
Where: White and Williams LLP, 1650 Market Street, One Liberty Place, Suite 1800, Philadelphia, PA
LIBOR replacement is coming! Will you be ready? The LIBOR issue touches many aspects of banking:
Customer and Counterparty Education and Engagement
• How do I talk with clients about the transition including changes to the pricing and
documentation?
Treasury and Market Risk
• Interest rate risk management, securities valuation.
• Hedging your customer positions and/or your own balance sheet using appropriate products.
Finance
• Accounting
• Stress testing
• Profitability
Model Risk
• Model management and validation
Other Risks
• Legal, risk
• Reputational and conduct risk
• Operational risk
Audit, Operations, Data Management and more!
Panelists:
Maulin S. Vidwans, Partner, White and Williams LLP
Eric Hiatt, Managing Director, BlackRock
Bridget Traynor, FRM; Financial Services Advisory, US LIBOR Transition Co-lead, Ernst & Young LLP
Moderator:
John Boyle, Financial Services Advisory, US LIBOR Transition Co-lead, Ernst & Young LLP
Timing:
4:00-4:30pm registration
4:30-6:00pm Panel Discussion and Q&A
6:00-7:00pm Reception
Thank You to Our Program Sponsor and Host
White and Williams LLP!
Cost:
$25 Members
$40 Non-members
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Women in Banking Golf Outing and Clinic on June 25th
When: Jun 25, 2019 from 4:00 PM to 7:00 PM (ET)
Where: Bala Golf Club, 220 Belmont Avenue, Philadelphia, PA, 19131
Join Bala Golf Club's golf professionals for a golf clinic for beginners and try out a few holes afterwards. For those players who are more experienced and have played the game, play 9 holes instead!
Cocktails, Careers & Conversations with Local Women in Banking
All are invited to the Clubhouse after the clinic and play for a reception featuring several women in banking as they share their career journeys. We will hear from women bankers in different generations and phases in their banking careers.
Beverages and Light Snacks will be served.
Cost:
Members $60
Non-members $75
Please email webmaster@rmaphilly.org with your choice of 9 holes of golf or the one (1) hour golf clinic.
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Young Professionals Networking and Tasting Event at the Pyramid Club 6/19/19
When: Wednesday, June 19, 2019 from 6:00 PM to 8:00 PM (ET)
Where: The Pyramid Club, 1735 Market Street, 52nd Floor, Philadelphia, PA
The Pyramid Club's Young Executive Members, invites the Emerging CPA Members of the PICPA and the Young Professionals of the RMA for a great night of networking and a complimentary educational tasting of some of Beam Suntory's products.
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RMA Annual Bank Presidents Panel
When: Thursday, June 13, 2019 from 4:00 PM to 7:00 PM (ET)
Where: The Union League of Philadelphia, Grant Ballroom, 1st Floor, 140 S. Broad Street, Philadelphia, PA 19102
Join RMA Philadelphia for one of our signature and most well-attended chapter events of the year - our Annual Bank Presidents Panel Discussion!
Thanks to Our Sponsors:
We will welcome a panel of four bank executives, representing institutions throughout the greater Philadelphia market, to share their perspectives and insights. Our panel will discuss managing a financial institution in today's market conditions, how they are coping with the multitude of challenges facing the banking industry and their outlook and strategy for the future.
Moderator: Louis J. Dunham, Senior Vice President, Ardmore Banking Advisors
2019 Panelists:
Joseph G. Meterchick, Regional President, PNC Bank
Christopher P. McGill, Market President, Bryn Mawr Trust
Jeane M. Vidoni, President and CEO, Penn Community Bank
Time:
4:00pm Registration
4:30pm - 5:45pm Panel Discussion
5:45pm Networking Reception, including Cocktails and Hors d'oeuvres
Cost:
Members: $75 per person
Non-members: $85 per person
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Bankers & Bagels Educational Breakfast Series: Title 101
When: Tuesday, June 4, 2019 from 8:00 AM to 10:30 AM (ET)
Where: Klehr Harrison Harvey Branzburg LLP, 1835 Market Street, Suite 1400, Philadelphia, PA
Have you questioned what endorsements are required and which are “nice to have?” Dealing with title issues can be challenging so join us for the educational event on Title Insurance basics as we go through the nuts and bolts while discussing some best practices.
Time:
8:30-9:00am networking/registration
9:00-10:00am presentation
10:00-10:30am networking
Speakers:
Jim Gupko, Esq., Senior Underwriting Counsel, First American Title
Lynn Greto, Senior Underwriting Counsel, First American Title
Alison Besser Stoekl, Esq., Associate, Klehr Harrison Harvey Branzburg
Thanks to our Sponsors Klehr Harrison Harvey Branzburg LLP and BB&T Bank
Cost: $10 per person
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A Conversation with Philadelphia Federal Reserve President Patrick T. Harker
When: Tuesday, May 7, 2019 from 8:00 AM to 10:00 AM (ET)
Where: The Federal Reserve Bank of Philadelphia, Ten Independence Mall, 100 North 6th Street, Philadelphia, PA
8:00-8:45am Registration and Continental Breakfast
8:45-9:00am RMA Events Update & Introductions
9:00-10:00am Conversation with President Harker
Registration Cost for RMA Members and Non-members:
$45 per person
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Join Us for a Panel Discussion on the Commercial Real Estate Market
Date: Wednesday, April 3, 2019 from 8:00 AM to 10:00 AM (ET)
Where: Philadephia Country Club, 1601 Spring Mill Road, Gladwyne, PA
Join us for a morning of networking with bankers, investors and others active in the real estate development, and hear from an exciting panel of experts about the commercial real estate market in Philadelphia.
SPECIAL THANKS TO OUR PROGRAM SPONSOR
MODERATOR:
Christopher Rosenbleeth, Stradley Ronon Stevens & Young, LLP
PANEL MEMBERS:
Anne Cummins, Managing Principle, Gattuso Development Partners
Michael DiSanto, M&T Bank
Lauren Gilchrist, Director of Research (Philadelphia), JLL
Dean Krishna, Esq., Stradley Ronon Stevens & Young, LLP
8:00 am Registration, Networking & Continental Breakfast
8:30 - 10:00 am Program
Location:
Philadelphia Country Club
1601 Spring Mill Road
Gladwyne, PA
215.563.1600
Registration Cost:
RMA Members: $45
Non-members: $55
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Capitalizing on Opportunity - A Primer on Qualified Opportunity Zones
Join Royer Cooper Cohen Braunfeld attorneys Dustin Covello and Jennifer Tintenfass for an overview of qualified opportunity zones and related funds created by the Tax Cuts and Jobs Act of 2017, followed by networking over light appetizers and drinks.
Date:
March 20, 2019 6-8pm
Location:
Royer Cooper Cohen Braunfeld LLC
Two Logan Square
100 N. 18th Street, Suite 710
Philadelphia, PA
There is no charge for this event.
Thank you to our program sponsor, Royer Cooper Cohen and Braunfeld!
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Lisa Peskin-speaking on Building Your Personal Brand - February 14, 2019
Your personal brand is what you’re all about. It’s the way you market yourself to stand out from those around you. In order to do so, you need to figure out your personal story and the best ways to articulate it. Lisa Peskin will identify and outline the key components of an effective story to build your personal brand.
Date
February 14, 2019 at 8:00 - 10:00am
Location
PIDC, Centre Square, 1500 Market Street, Suite 2600 West, Philadelphia, PA
Cost
$30 RMA Members
$35 Non-RMA Members
Thank You To Our Program Sponsors:
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Compliance Networking Group Meeting - November 2, 2018
Henning’s Market - 290 Main St, Harleysville, PA 19438 (215) 256 - 9533
Hosted By: Univest Bank and Trust Co. (Karen E. Tejkl)
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The RMA Young Professionals Committee presents: Loan Horror Stories 2.0 - 10/25/18
With a panel of experts representing various industries, we will dive in and discuss tough scenarios each of them have experienced and how they were best resolved. In addition, we’ll discuss lessons learned and ask for advice on future situations/key takeaways for the audience!
Cost: $25
October 25th, 2018
5:30 -6:30pm networking
6:30–7:30pm program
Location:
2005 Market Street, Suite 2600
Philadelphia, PA 19103-7018
Panelists:
Christine Friday – Stradley Ronon
Jerome Baier – M&T Bank
R. Bradford Mills – Avison Young
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Young Professionals Night at the Pyramid Club - 10/10/18
Associated with Philadelphia Chapter
Join us for a networking night with the Emerging CPAs of the Pennsylvania Institute of CPAs (PICPA) and Young Professionals of the Risk Managers Association (RMA) of Philadelphia.
Wednesday, October 10, 2018
6-8 p.m.
~ Complimentary light hors d'oeuvres
~ Drink Specials
~ Cash bar available
Location
Pyramid Club
1735 Market Street
52nd Floor
Philadelphia, PA 19103
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Golf Outing at North Hills Country Club on October 2, 2018
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2017-2018 PAST RMA CHAPTER PHILADELPHIA EVENTS
Compliance Networking Group Meeting - July 20, 2018
Henning’s Market - 290 Main St, Harleysville, PA 19438 (215) 256 - 9533
Hosted By: Harleysville Bank - (Michelle Beck)
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YP RMAs and Greater Philadelphia Emerging CPAs Private Tasting Flights & Bites
When: Jun 27, 2018 from 6:00 PM to 8:00 PM (ET)
Meet up and connect with Risk Management's Young Professionals and Greater Philadelphia’s Emerging CPAs at an evening of spirits tasting at Art in the Age’s tasting room.
Set in the heart of Old City, this event is a great way to both network and enjoy an array of spirits crafted with recipes and ingredients drawn from the history of Pennsylvania.
Registration fee of $35 includes premium flight tasting and hors d’ oeuvres.
Location
Art in the Age of Philadelphia
113 N. 3rd Street
Philadelphia, PA 19106
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Women in Banking Golf Outing and Clinic on June 19th
When: Jun 19, 2018 from 4:00 PM to 7:00 PM (ET)
Where: Bala Golf Club, 220 Belmont Avenue, Philadelphia, PA, 19131
Join Bala Golf Club’s golf professionals for a one (1) hour golf clinic for beginners and try out a few holes afterwards. For those players who are more experienced and have played the game, play 9 holes instead! All are invited to the Clubhouse after the clinic and after play for light snacks and beverages.
Please email webmaster@rmaphilly.org with your choice of 9 holes of golf or the one (1) hour golf clinic.
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Hope for the Best, Plan for the Worst - Key Legal Issues in a Loan Lifecycle - June 13, 2018
Where: Union League of Philadelphia, 140 S. Broad Street, 2nd Floor, McMichael Room, Philadelphia
Come join the Philadelphia Chapter of RMA for a discussion led by Royer Cooper Cohen Braunfeld LLC on the key issues in a lifecycle of a loan. The speakers will use several interesting case studies to highlight issues to focus on when documenting a loan, key concepts to monitor loan performance, how to handle an amendment, and what to do when the loan goes bad. Enjoy great networking with attorneys, CPA’s, and fellow RMA members.
Thank you to our program sponsor for this event!
Registration and Breakfast 8:00-8:30am
Program 8:30-10:00am
Cost: $45 Members, $55 Non Members
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RMA Young Professionals Fintech Event - June 5, 2018
8:30-10:30 AM
Fintech – What is it? Why should banks pay attention? In this presentation Hugh Connelly will present a brief history of the fintech space, how it is currently impacting banks, and what the future impact to banks might be.
Speaker:Hugh W. Connelly, CFA, CTP, PresidentUnivest Capital, Inc.
Location: Klehr | Klehr | Harrison| Harvey | Branzburg LLP 1835 Market Street, Suite 1400, Philadelphia, PA 19103
Cost: $20.00
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Young Professionals Night at the Pyramid Club - 5/10/18
Associated with Philadelphia Chapter
Join us for a networking night with the Young Professionals from RMA, ULI, TMA, PICPA and More!
Thursday, May 10, 2018
6-8 p.m.
~ Complimentary light hors d'oeuvres
~ Drink Specials
~ Cash bar available
Location
Pyramid Club
1735 Market Street
52nd Floor
Philadelphia, PA 19103
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RMA Annual Bank Presidents Panel - May 8, 2018
Join RMA Philadelphia for one of our signature and most well-attended chapter events of the year - our Annual Bank Presidents Panel Discussion!
Sponsored By: 
We will welcome a panel of four bank executives, representing institutions throughout the greater Philadelphia market, to share their perspectives and insights. Our panel will discuss managing a financial institution in today's market conditions, how they are coping with the multitude of challenges facing the banking industry and their outlook and strategy for the future.
Moderator: Louis J. Dunham, Senior Vice President, Ardmore Banking Advisors
2018 Panelists:
Ira Brown, Senior Vice President, M&T Bank
Gerard Cuddy, President & CEO, Beneficial Bank
Michael S. Keim, President of Univest Bank & Trust Company
Travis M. Rhodes, Regional President, BB&T
Tuesday, May 8, 2018
4:00pm Registration
4:30pm - 5:45pm Panel Discussion
5:45pm Networking Reception, including Cocktails and Hors d'oeuvres
Cost: Members: $75 per person, Non-members: $85 per person
Location: Union League of Philadelphia, Grant Ballroom, 1st Floor, 140 South Broad Street, Philadelphia, PA 19102
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Due Diligence Workshop: Hot Topics for Lenders in Today's Market - April 25, 2018
Join RMA Philadelphia for one its most popular education programs. Review the latest accounting due diligence tips from Kreischer Miller and former Price Waterhouse due diligence expert Jen Kreischer. Jen has performed due diligence for over 250 acquisition candidates. Learn the right questions to ask to prevent walking into a bad deal from the start. Fred Travis from AON will discuss commercial insurance landmines to avoid and how to insulate you from risk. Jennifer Santangelo from White and Williams discusses what legal questions you should ask before closing your next deal. One of the best review sessions for experienced and novice lenders.
Thank You to Our Program Sponsor 
Registration and breakfast 8:00-8:30am
Program 8:30-11:30am
Speakers:
Jennifer L. Kreischer, Senior Consultant, Transaction Services, Kreischer Miller
Jennifer R. Santangelo, Partner, White and Williams LLP
Fred Travis, Director, Lenders Insurance Advisory, Aon Global Risk Consultants
Location: White and Williams
One Liberty Place
1650 Market Street, Suite 1800
Philadelphia, PA 19103
Cost: $80 for RMA Members and $90 for Non-Members
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RMA Philly Commercial Real Estate Panel Discussion - April 5, 2018
Join us for a morning of networking with bankers, investors and others active in local real estate development, and hear from an exciting panel of experts about the commercial real estate market in Philadelphia.
SPECIAL THANKS TO OUR PROGRAM SPONSOR
Moderator:
Christopher Rosenbleeth, Stradley Ronon Stevens & Young, LLP
Panel Members:
Steven Gartner, Managing Director, CBRE
Lauren Gilchrist, Director of Research (Philadelphia), JLL
Janet Nitka, Executive Vice President and Division Leader, CRE Lending, Univest Bank and Trust
Devin Tuohey, Principal, The Concordia Group
8:00 am Registration, Networking & Continental Breakfast
8:30 - 10:00 am Program
Location: Philadelphia Country Club, 1601 Spring Mill Road, Gladwyne, PA
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Compliance Networking Group Meeting - February 2, 2018
Henning’s Market - 290 Main St, Harleysville, PA 19438 (215) 256 - 9533
Hosted By: Bryn Mawr Trust (Formerly Royal Bank of America - Michelle Vineburg)
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Anna Maria Florio & La Cucina At The Market - December 12, 2017
PIDC is proud to showcase the story of La Cucina by the Philadelphia native owner Anna Maria Florio. We'll discuss the business, her story and the trials and tribulations of opening a new venue in the heart of Philadelphia.
Thank you to our program sponsor PIDC for this event!
When: December 12, 2017
Holiday Networking/Drinks/Apps 5:30 - 6:30 p.m.
Presentation: 6:30-7:30 p.m.
Location: La Cucina At The Market
1206 Arch Street
Philadelphia, PA 19107
Cost: $25 per person (RMA member/Non-RMA member)
La Cucina at the Market is a culinary showcase kitchen owned by Anna Maria Florio, a Philadelphia native and culinary instructor who trained in the Campania region of Italy. La Cucina has been in business over 10 years and offers a unique, interactive culinary experience with a rotating schedule of themed classes. Along with her highly trained staff, these public courses feature expertise in global cuisine involving handmade pasta, regional cuisine and wine pairing. They offer a vibrant space in the heart of Market East, perfect for team building and private events.
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The Debt Ceiling, The Fed and Economic Outlook for 2018 - December 1, 2017
Please join RMA Philadelphia for our annual economic outlook breakfast to discuss the Federal Reserve, the Debt Ceiling and Economic Outlook for 2018. Discussion topics relevant to the Philadelphia market include:
The economic outlook for 2018 and beyond
The effect of a new Federal Reserve Chair
Potential issues around the U.S. Debt Ceiling
How proposed corporate tax reform might affect Philadelphia area businesses
Moderator:
William Githens, President and CEO, The Risk Management Association (William Githens' bio)
Panel Members:
Paul Flora, Manager, Regional Analytic Support, Federal Reserve Bank of Philadelphia (Paul Flora's bio)
Stephen Mullin, President, Econsult Solutions Inc. (Stephen Mullin's bio)
Ken Phelan, Chief Risk Officer, US Department of the Treasury (Ken Phelan's bio)
Friday, December 1, 2017
8:00 am Registration & Continental Breakfast
8:30 - 10:00 a.m Program
Location:
The Federal Reserve Bank of Philadelphia
100 North 6th Street
Philadelphia, PA 19106
$40 RMA Members
$50 Non-RMA Members
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Young Professionals Networking Event at the Pyramid Club - November 8, 2017
Mark your calendars for the RMA Philly Young Professionals fall networking event hosted in conjuction with the Pyramid Club and the Young Lawyers Division (YLD) of the Philadelphia Bar Association, and the Emerging CPAs of the Pennsylvania Insitute of CPAs (PICPA).
6-8 p.m. Meet 'N Greet
~ Complimentary light hors d'oeuvres
~ Drink Specials - ~ Cash bar available
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Compliance Networking Group Meeting - October 13, 2017
Henning’s Market - 290 Main St, Harleysville, PA 19438 (215) 256 - 9533
Hosted By: Customers Bank (Mark Wolfrey)
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2016-2017 PAST RMA CHAPTER PHILADELPHIA EVENTS
Compliance Networking Group Meeting - June 9, 2017
Henning’s Market - 290 Main St, Harleysville, PA 19438 (215) 256 - 9533
Hosted By: Penn Community Bank
