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March 2018

RMA BDO Panel Discussion: What is Working in Business Development?

March 21 @ 11:30 am - 1:30 pm
The Pacific Club, 4110 MacArthur Boulevard
Newport Beach, CA 92660 United States
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$65 - $75

"Trends in Lead Generation and Effective Sales Approach" Moderated by Steve Casselberry. Panelists will include: Missy Stern, Bank of the West Thomas Lowrey, Wells Fargo Kate Armado, Opus Bank Scott Jones, White Nelson Diehl Evans Our Banking Business Development Officers Panel will explore new tools and trends in lead generation, prospect research and pre-call planning, as well as effective approaches to the new client conversation. What is new, what still works and what does not in 2018.

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May 2018

Dodd-Frank and Other Regulatory Dinosaurs “What’s Left & What’s to Come?

May 17 @ 11:30 am - 1:30 pm
The Pacific Club, 4110 MacArthur Boulevard
Newport Beach, CA 92660 United States
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$65 - $75

Featuring: Bernie Mason; Regulatory Relations Liaison, Risk Management Association Bernie Mason is The Risk Management Association’s regulatory relations liaison, serving as RMA’s primary link to federal regulatory and legislative activities in Washington. He joined RMA in February 2009 following a 38-year career as a federal banking regulator. Prior to joining RMA, Bernie most recently served as the Office of Thrift Supervision’s associate director and senior advisor, where he was responsible for agency operational risk, business process, and regional oversight issues.…

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