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September 2017

Data Collection for Small Business: William Phelan, President, PayNet, Inc.

September 21 @ 11:30 am - 1:00 pm
The Pacific Club, 4110 MacArthur Boulevard
Newport Beach, CA 92660 United States
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COST: $65 - RMA OC Members (Associate and Professional) $75 - Non Members $455.00 - Table of 8 Keynote Speaker: William (Bill) Phelan is one of the nation's leading experts on small business credit trends and is president and co-founder of PayNet, Inc. As President, Phelan has grown PayNet into a firm with the largest collection of commercial loans and leases, encompassing more than 23 million contracts worth $1.3 trillion in loan value. For more information on PayNet, Inc., learn more here.…

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October 2017

Analyzing Business Tax Returns

October 16 @ 8:30 am - 5:00 pm

Registration Fees Associate Members: $355.00 Non-associates from Member Institutions: $495.00 Professional Members: $495.00 Nonmembers: $745.00 Course Description Analyzing Business Tax Returns teaches the participant how to understand tax concepts related to various business entities and how to use tax returns to help estimate the customer's ability to service debt. This basic course presents several aspects of analyzing tax returns, including estimating cash flow from tax returns and determining how taxes influence cash flow and the customer's operations. The course addresses all…

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Networking Mixer and Panel Discussion: “Credit vs. Sales”

October 25 @ 4:30 pm - 6:30 pm
The Pacific Club, 4110 MacArthur Boulevard
Newport Beach, CA 92660 United States
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Details to be announced soon.

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November 2017

David M. Carter – The Sports Business Group

November 15 @ 11:30 am - 1:30 pm
The Pacific Club, 4110 MacArthur Boulevard
Newport Beach, CA 92660 United States
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Luncheon details to be announced

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RMA OC Ugly Sweater Holiday Party

November 30 @ 5:30 pm - 8:30 pm
Water Grill South Coast Plaza, 3300 Bristol St
Costa Mesa, CA 92626 United States
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$75.00

More details coming soon.

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December 2017

Commercial Loan Documentation (2-Day)

December 5 @ 8:30 am - 5:00 pm
Pacific Arts Plaza, 611 Anton Blvd
Costa Mesa, CA 92626 United States
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Fees Associate Members: $695.00 Nonassociates from Member Institutions: $875.00 Professional Members: $875.00 Nonmembers: $1265.00 Course Description Commercial Loan Documentation provides commercial lending and credit professionals with the skills to ensure legal compliance in the lending arrangement. Participants will strengthen customer relations by demystifying the legal process and will protect their organizations from unnecessary losses caused by incomplete documentation. This course includes the latest revisions to Article 9 of the Uniform Commercial Code. For additional details on the class including registration, learn more here.

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