Join us on March 9th for a Senior Executive Leadership Panel where we'll hear insights by leaders from banks on the local and national level. 
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RMA Portland Metro Chapter Fall Newsletter
Visit the RMA Portland Metro Website
Evolve and Thrive: The Evolution of the Competitive Banking Model. A panel discussion on Senior Executive Leadership.
moderated by Tom Cleveland from Access Business Finance, LLC
Please join the RMA Portland Metro Chapter this March for an engaging panel of executive leaders from both local and national banks. We're committed to a focus on the future of banking and continue to strive to achieve our chapter's annual theme of Building the Team to Serve Our Communities. Register today to gain valuable insights on what it means to be a leader in today's finance industry.
See panel speakers Stacey Dodson, Michelle Weisenbach, Stephen W. Yose and Terry E. Zink.Join Us

March 9th, 2017

11:30am – 1:30pm

Multnomah Athletic Club
1849 SW Salmon St.
Portland, OR 97205
(Driving directions available at

How Much?
Reserve a Table of 10: $400
RMA Guests: $50
RMA Members: $40

Register Now!
Click here to read in-depth bios.
PDF Flyer
Attendees receive 1 Credit Risk Certification continuing education credit.
Credit Risk Certification.
Thank you to our Event Sponsors: Lane Powell

Revitalization Partners

Thank you to our Chapter sponsor: Access Business Finance.

Develop Your Lending Skills

A storefront.

Structuring Commercial Loans II

February 16th, 2017
8:30am - 5:00pm // Portland, Oregon
8.00 NASBA CPE Hour(s)

The fundamentals of structuring seasonal, working capital, and term debt. 

Improve the probability that the financial institution will be repaid by providing participants with an understanding of the fundamental principles behind structuring seasonal, working capital, and term debt. Strengthen your knowledge of the fundamentals of lending and gain new tools for structuring successful repayments.
Global cash flow.

Global Cash Flow I: Foundations in GCF Concepts

April 13th, 2017
8:30am - 5:00pm // Portland, Oregon

Learn how and when to use global cash flow.

Analyze the cash inflows and outflows of an individual. Learn why an individual’s contingent risks could have a negative effect on the desired outcome: repayment of debt and compliance with the terms and conditions of the lending arrangement.
A hand placing money in a piggy bank.

Lending to Nonprofit Organizations

May 18th, 2017
8:30am - 5:00pm // Portland, Oregon

How to work effectively with nonprofits – as customers and as prospects.

Covers the appropriate methods for analyzing and lending to entities such as churches, charities, colleges and universities, and hospitals.

Join Us!

RMA is a member-driven professional association that aims to promote and advance the use of sound risk principles in the financial services industry.

City people.

What are the goals of the RMA Portland Metro Chapter?
Helping our members understand sound risk principles contributes to enhanced profitability and more efficient allocation of capital to support growth. Our members are better prepared to meet the needs of customers and grow their career. We aim to further the ability of our members to identify, assess and manage the impacts of credit risk, operational risk and market risk on their businesses and customers.

What are the benefits of membership?
Enjoy networking opportunities, exposure, and referrals with the Industry's key decision makers and managers. Attend frequent meetings and seminars on current topics trending in the finance industry and be up-to-date on important lending issues. Broaden your contacts and exchange successes with peers at local and national meetings.

How do I sign up?
Visit the RMA corporate headquarter's website at to learn more about the different types of memberships and find the one that's right for you. You can download an application from their website.
Special thanks to our sponsors:
Copyright © 2017 RMA Portland Metro Chapter, All rights reserved.

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