North Sound Networking Event

Date: Thursday, June 20, 2024
Time: 3:00pm – 5:00pm
Location: Chuckanut Bay Distillery

Join us at Chuckanut Bay Distillery for a unique networking event for North Sound Risk Management and Banking professionals. We’ll discuss expanding Puget Sound RMA events to Whatcom and Skagit counties next year and offer opportunities to join committees for future event planning. Additionally, we’ll explore ways to engage with local students and academia to foster community involvement and professional growth. We’ll also hear from the WWU MBA program about options for working professionals.

Tickets include two drink tickets and appetizers. Don’t miss this chance to connect and contribute to our community’s growth.

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Accounting Update with Sweeney Conrad

Date: Tuesday, April 30, 2024
Time: 9:00pm – 11:00pm
Location: WaFd or Virtual

Kick off your day with Accounting Update with Sweeney Conrad, an educational event for commercial bankers.

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RMA South Sound Social Happy Hour

Date: Thursday, April 25, 2024
Time: 4:00pm – 6:00pm
Location: 7 Seas Brewery

Join us for the RMA South Sound Social Happy Hour on April 25, at 7 Seas Brewery in Tacoma. Networking & fun included!

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Women in Banking Luncheon

Date: Tuesday, April 16, 2024
Time: 12:00pm – 1:30pm
Location: Washington Athletic Club

The RMA Puget Sound Chapter welcomes you to our annual Women in Banking Luncheon. This event is a chance for participants to gain wisdom from pioneering women leaders, mingle with peers who share similar ambitions, and delve into the unique challenges and prospects present in the banking field, historically dominated by men.

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Economic Forecast Luncheon | 2024: Year of the FED. Where there’s smoke (inflation), there’s fire (high interest rates)!

Date: Tuesday, February 27, 2024
Time: 11:15am-1:30pm
Location: Perkins Coie

The RMA Puget Sound Chapter, in collaboration with the Washington Mortgage Bankers Association, cordially invites you to our Annual Economic Forecast Luncheon with economist Matthew Gardner.

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Bowling & Networking | RMA Winter Mixer

Date: Tuesday, January 23, 2024
Time: 3:00pm-5:00pm
Location: West Seattle Bowl

Join the RMA Puget Sound Chapter on Tuesday, January 23rd, as we launch 2024 with an exciting event! Enjoy a late afternoon filled with networking, delicious snacks, and fun-filled bowling.

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RMA Puget Sound: ERM Roundtable

Date: Wednesday, September 20, 2023
Time: 2:00pm-3:00pm
Location: Online

The RMA Puget Sound invites you to its inaugural quarterly ERM Roundtable, where we will discuss Fraud Risk Management best practices, developing the discipline in your own organization, and integration with other first- and second-line programs. Join this free members-only quarterly event to participate, learn, network with ERM practitioners around the Puget Sound region, and share what you are seeing.

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Member Appreciation Social

Date: Tuesday, December 6, 2022
Time: 5:00pm-7:00pm
Location: Washington Athletic Club (Johnson Lobby Lounge)

The RMA Puget Sound Chapter hosted a FREE event for all members. The panelists discussed what the RMA Board is planning for the 2022-2023 year, and members spent time catching up with new and old friends and colleagues!

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Receivership Panel

Date & Time: November 1st, 2022

RMA Puget Sound hosted a panel of experts as they shared their advice on working through a receivership as a lender. Our panelists discussed the pros and cons of receivership vs. bankruptcy, when to get outside counsel involved, and much more.

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Agriculture Update & Mitigating Risk through Crop Insurance Coverage

Date: June 29th, 2022

RMA Puget Sound and the team at Northwest Farm Credit Services hosted an update on several agricultural industries and a discussion on how crop insurance can be an effective tool in mitigating some of the risk inherent to agriculture.

How to Put Your Title Company to Work

Date: May 25th, 2022

Want to learn how to get the Most from your Title Company? RMA Puget Sound hosted a lively review on how Title/Escrow works on May 25th. Our speaker, Steve Cory from Fidelity National Title, discussed the services provided by Title Companies: Property Research, Title Insurance, and Escrow.

CEO Panel

Date: May 3rd, 2022

We hosted our annual CEO Panel on May 3rd at the Washington Athletic Club. Our panel of Chief Executive Officers shared their thoughts on the complexity of managing banking institutions in uncertain economic times. The panel included: Clint Stein from Columbia Bank, Mark Duffy from Mountain Pacific Bank, Laurie Stewart from Sound Community Bank, and Tom Cleveland from Access Business Finance. 

Women In Banking: Navigating Leadership & Change

Date: April 12th, 2022

We hosted our Women in Banking: Navigating Leadership & Change event at the Washington Athletic Club on April 12th. Our panelists discuessed work/life balance, DEI, mentorship, roadblocks to leadership, leading teams remotely, and more.

Commercial Real Estate Panel

Date: April 5th, 2022

RMA Puget Sound hosted an update on the local commercial real estate industry. Join our panel of experts as they discuss current trends and developments in the industry.

Historical Trends and the Future of Bank M&A

Date: March 1st, 2022

Location: Washington Athletic Club, Crystal Ballroom

RMA Puget Sound Chapter hosted Tom Hayes as he discussed M&A activity in the banking industry, details on why it’s so prevalent, and his outlook for deal activity in the future. He also dived into the impact COVID-19 has had on the industry and future M&A opportunities including corresponding valuations.

Home Ownership in the PNW – A Dream or a Reality?

A Developing Professionals Event

Date: February 15th, 2022

RMA Puget Sound hosted a Developing Professionals event on February 15th, Home Ownership in the PNW – A Dream or a Reality? Our panel of experts shared how to navigate the booming residential real estate market in the PNW.

Economic Update with John Mitchell

Two Months Down, Twenty Up with Old and New Challenges

Date: January 5th, 2022

RMA Puget Sound and Washington Mortgage Bankers Association hosted a joint event on January 5th, Economic Update with John Mitchell: Two Months Down, Twenty Up with Old and New Challenges. John is a charismatic and well-versed speaker, captivating the room with his unique style of presentation.

Recruiting & Bench Strength Panel

Date: November 2nd, 2021

Finding, retaining, and developing talent in today’s banking industry seems as difficult as ever before. Our panelists discussed the challenges they’re facing, why they exist, and how they are overcoming them.

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Lending Horror Stories

A Developing Professionals Event

Date: October 26th, 2021

We heard from a panel of experts as they shared their “Lending Horror Stories” from credits gone bad during their lending careers, including signs to look for that a credit is going south plus how to structure credits to protect the lender’s interest as well as the borrower’s.

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Business Executive Panel

Date: October 5th, 2021

We hosted a great event on October 5th, Business Executive Panel. Our panel of business executives discussed the impact of COVID-19 on their business and how they navigate remote work, labor shortages, and supply chain.

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Women in Banking and Business: Caring for Customers Through and Post COVID

Date: May 4th, 2021

We hosted our annual Women in Banking event, Caring for Customers Through & Post COVID, on May 4th. Our panelists discussed the challenges and changes that have impacted their businesses in the last 12 months. They also analyzed how they are continuing to adapt in order to serve the needs of their customers (both internal and external) during the pandemic, and while we continue to face the ongoing impacts to operations across diverse industries.

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CEO Panel

A Developing Professionals Event

Date: April 27th, 2021

Our Developing Professionals Group hosted a few of the region’s top CEOs in the banking, financial services, and real estate development industries! The panelists shared wisdom and advice accrued over their impressive careers, covering topics such as the importance of building culture in the workplace, establishing a work-life balance, community involvement, mentorship and more!

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Current Issues in Commercial Real Estate Lending

Seattle Event

Date: April 6th, 2021

RMA Puget Sound hosted our Current Issues in CRE Lending event on April 6th. Our presenter John Barrickman discussed the current pressures on CRE Lending and the impact of COVID on the industry.

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CEO Panel

Seattle Event

Date: March 2nd, 2021

We hosted our 2nd annual CEO Panel on March 2nd. Our panel of Chief Executive Officers discussed current events in the banking industry and much more!

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CTO Panel: How Technology is Shaping the Future of Banking

Seattle Event

Date: February 2nd, 2021

RMA Puget Sound hosted CTO Panel: How Technology is Shaping the Future of Banking on February 2nd. Our panel of Chief Technology Officers discussed the ever-evolving role technology has, and will have, in the banking industry.

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Negotiation Skills Panel

Developing Professionals Event

Date: January 26th, 2021

Negotiation is an important skill in all occupations and one that is used daily in the workplace. Our Developing Professionals group hosted a panel of experts as they discussed tips and tricks for growing your negotiation skills. Panelists: Aslan Chaffee (Turning Point Capital), Scott Hardman (Alexander Hutton, Inc.), and Kevin Meabon (Columbia Bank).

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Economic Update with John Mitchell: New Year, Same Virus, Different World

Seattle Virtual Event, in partnership with WMBA

Date: January 7th, 2021

RMA Puget Sound and WMBA hosted a joint virtual event, Economic Update with John Mitchell: New Year, Same Virus, Different World on January 7th. John is a charismatic and well-versed speaker, captivating the room with his unique style of presentation.

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Planning for the Unknown – A Special Assets Approach for 2021

Seattle Virtual Event

Date: November 3rd, 2020

Our panel of experts shared their stories of loans gone wrong and what lessons they learned that can be applied during COVID-19.

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Planning for the Unknown – A Special Assets Approach for 2021

Seattle Virtual Event

Date: November 3rd, 2020

Our panel of experts shared their stories of loans gone wrong and what lessons they learned that can be applied during COVID-19.

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Commercial Real Estate Panel

Developing Professionals Event

Date: October 27th, 2020

The RMA Developing Professionals Group listened to a few of the region’s commercial real estate experts, who are at the forefront of the industry’s changing landscape. Our guests will discuss topics like COVID-19’s impact, recent transactions, changing deal structures and much more.

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Historical Trends and the Future of Bank M&A

Virtual Event

Date: October 6th, 2020

Tom Hayes, Managing Director at D.A. Davidson & Co. discussed M&A activity in the banking industry and shared his outlook for deal activity in the future. He also shared the impact COVID-19 is having on the industry and future M&A opportunities including corresponding valuations.

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Weathering the Storm: Enterprise Risk Management During COVID-19

Virtual Event

Date: August 18th, 2020

We hosted an interesting discussion between Chief Risk Officers from the Puget Sound area. Our presenters shared their experiences and thoughts on working in risk management during a pandemic.

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Trends & Evolution of Banking

Developing Professionals Event

Date: June 17th, 2020

Our Developing Professionals Group hosted a few of the region’s most influential leaders in banking, who are at the forefront of the industry’s changing landscape. Our guests Lisa Dow, Devin Reilly and Cathy Cooper discussed topics like digital banking, fintech, new roles being created and much more!

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Economic Update & Outlook with John Mitchell

Seattle Event

Date: March 3rd, 2020

RMA Puget Sound and John Mitchell hosted a great luncheon, including an engaging discussion on the economic trends John Mitchell sees for 2020.

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Commercial Real Estate Lending II: Underwriting

Continuing Education Event

Date: February 20th, 2020

Join RMA on February 20th for this one-day course to learn best-practices for underwriting in Commercial Real Estate.

RMA Event Calendar

Thriving in an Era of Digital Disruption with JP Nicols

Seattle Event

Date: February 4th, 2020

JP Nicols shared his opinions on the importance of taking risks and how financial institutions can innovate to better serve their customers.

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All About Bank M&A

Developing Professionals Event

Date: Date: January 29th, 2020

The RMA Puget Sound’s Developing Professionals group hosted an exclusive conversation with banking industry insiders on M&A activity.

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CEO Panel

Seattle Event

Date: January 21st, 2020

An expert panel of three local bank CEOs discussed the current events in banking industry at RMA Puget Sound’s January Membership Luncheon.

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Member Appreciation Night

Seattle Event

Date: December 3rd, 2019

The RMA Puget Sound Board had a great night showing appreciation to all of our members over drinks and hors d’oeuvres!

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ERM Roundtable

Seattle Event

Date: November 19th, 2019

RMA Puget Sound Chapter and Moss Adams, LLC hosted an exclusive roundtable discussion on Enterprise Risk Management with experts from the region.

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