Wednesday, May 27, 2020 from 9:30 AM to 11:00 AM CDT
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This is an online event. 

Travis Frazier - Moderator


Erica Deren 
RMA Wisconsin Chapter 

5/27/20 **NEW** VIRTUAL

Portfolio Manager

Roundtable via ZOOM


-- For WISCONSIN RMA Members Only --

The RMA Wisconsin Chapter is pleased to invite members only to our VIRTUAL ZOOM Portfolio Manager Roundtable on Wednesday, May 27th.  This event will provide a forum for Portfolio Managers from community banks to address a wide range of topics.  


Topics under consideration for this and future roundtables are:

  • What is the typical background of a "Portfolio Manager"?
  • Comparing the roles and responsibilities of the "Portfolio Manager" position across the greater Milwaukee market.
  • How often are risk ratings assessed? How are the risk ratings determined? What process is utilized to change risk ratings? 
  • What type of covenants are most common? 
  • What type of help is offered to distressed borrowers? 
  • What type of trainings are available to increase industry knowledge?
  • How have you been assisting borrowers through the COVID-19 pandemic?


Please indicate on the registration form additional topics you would like addressed.

The session will be hosted through the ZOOM video/call conferencing application.    

The session will begin at 9:30 am and will adjourn at 11:00 am.

This roundtable is being offered as a benefit to RMA members only.  In order to facilitate appropriate discussion, this roundtable is intended for non-supervisory Portfolio Managers.  If you are not a Portfolio Manager at your institution or if there are other Portfolio Managers who would benefit from this event, please tell them about this program.

Registration is free for up to two enrollees per institution.  After that, it is $10 per person.

This event qualifies for 1 CRC CEU.

Register Now!