Past Chapter Events

LIBOR No More: What Now? A Panel Discussion of Industry Leaders

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

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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: 

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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:

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Joseph G. Meterchick, Regional President, PNC Bank

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Christopher P. McGill, Market President, Bryn Mawr Trust

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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

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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  

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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

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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.

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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:

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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.
Pyramid_Club_Logo.jpgWednesday, 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.
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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

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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!
image001.jpgRegistration 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.
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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!
 
Pyramid_Club_Logo.jpgThursday, 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:                                                    Ardmore.jpgmosteller_logo.jpgWe 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.
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L_Dunham.jpgModerator:  Louis J. Dunham, Senior Vice President, Ardmore Banking Advisors
2018 Panelists:
ibrown.jpgIra Brown, Senior Vice President, M&T Bank
G_Cuddy.jpgGerard Cuddy, President & CEO, Beneficial Bank
Mike_Keim_Headshot_v2.jpgMichael S. Keim, President of Univest Bank & Trust Company
Travis_Rhodessmaller.jpgTravis 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 whitewilliamssmall.jpg
Registration and breakfast 8:00-8:30am
Program 8:30-11:30am
Speakers:
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Jennifer L. Kreischer, Senior Consultant, Transaction Services, Kreischer Miller
santangelo.jpgJennifer R. Santangelo, Partner, White and Williams LLP
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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
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Moderator:
Christopher Rosenbleeth, Stradley Ronon Stevens & Young, LLP
Panel Members:
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Steven Gartner, Managing Director, CBRE
Gilchrist.jpgLauren Gilchrist, Director of Research (Philadelphia), JLL
photo2017Janet_smaller.jpgJanet 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!

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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
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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

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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).

Pyramid_Club_Logo.jpg6-8 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    

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