Simple Registration

When:  Sep 21, 2022 from 11:30 AM to 01:00 PM (MT)
Community:   Rocky Mountain

When & Where

Dial-in Instructions:
For Virtual participants, Zoom link will be sent out within 24 hours of the event. For in-person please join us for lunch at 11:30 AM MST at 1700 Lincoln Street, Suite L2, The Gather Conference Room, Denver, CO 80203

Online Instructions:
Url: http://TBD

Sep 21, 11:30 AM - 01:00 PM (MT)


With inflation surging to a 41-year high and increasing interest rates, whether you think we are in a recession or approaching one, we could see signs of weakening credit quality. Are you prepared for the potential increase in problem loans and workouts at your financial institution? 

Join the Rocky Mountain Chapter of Risk Management Association (RMA) and Robert Milam with Summit Investment Management for an in-person presentation on guidance and best practices to help you prepare for problem loans and workouts.

This hybrid lunch and learn will offer an in-person lunch and networking opportunity followed by Mr. Milam’s educational presentation.  The event will also be streamed live via the Zoom platform for all registered participants.  This webinar qualifies for 1.20 CRC Continuing Education Units. 

Location: 1700 Lincoln Street, Suite L2, The Gather Conference Room, Denver, CO 80203
11:30 AM MST - Lunch
12:00 PM MST - Event 

To learn more about RMA membership, please visit and for questions related to membership, please send inquiries to


Managing Director for Originations at Summit Investment Management responsible for sourcing commercial distressed debt purchases from financial institutions and Special Situations lending.  We primarily purchase stressed and distressed commercial debt.  It can be direct loans, portfolios, or pieces of syndicated credits.  We buy C&I loans, commercial leases and debt secured by real estate, including real estate with environmental issues.  Former Positions - Vice President Bayside/HIG Capital.  TD Bank - Senior Workout Officer responsible for all workouts in the Southeastern part of the US.  South Financial Group - Director of Special Assets.  Regions Bank - Director of Special Assets.  SouthTrust Bank - Manager Commercial Special Assets Department.  Education - MBA University of Alabama, BS Corporate Finance University of Alabama.

Cancellation and Refund Policy: 

You may request to cancel your ticket for a full refund, up to 72 hours before the date and time of the event. Cancellations between 25-72 hours before the event may transferred to a different event/program offered by RMA Rocky Mountain. Cancellation requests made within 24 hours of the event date/time may not receive a refund nor a transfer. When you register for this program, you agree to these terms.

Photography Acknowledgement:

We will be taking pictures at our event and may post them on our website and/or social media. If you don’t wish to be included, please inform RMA Rocky Mountain staff.

Acknowledgment of RMA Privacy Policy:

By submitting this registration, you acknowledge that you have read the RMA Privacy Policy. This can be viewed by visiting  Please note that you will need to open a separate window browser to view the policy.

COVID-19 Release and Waiver:

By submitting this registration, you acknowledge and understand that if you choose to attend this event in person, your participation includes possible exposure to and illness from infectious diseases including but not limited to COVID-19. You acknowledge that you knowingly and freely assume all such risks related to illness and infectious diseases, such as COVID-19. You hereby release, waive and forever discharge any and all liability, claims, and demands of whatever kind or nature against the Risk Management Association, the Rocky Mountain Chapter of the Risk Management Association, and its Affiliated Partners and Sponsors, including Summit Investment Management. You also acknowledge that if you exhibit symptoms of COVID-19, test positive for COVID-19, or come into close contact with someone who you know has symptoms or has tested positive for COVID-19, you will remove yourself from participation in this program and test/isolate consistent with CDC guidelines.


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