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September 2017

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

September 21, 2017 @ 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

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

October 25, 2017 @ 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, 2017 @ 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, 2017 @ 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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January 2018

2018 Annual Economic Forecast

January 31 @ 11:30 am - 1:30 pm
The Pacific Club, 4110 MacArthur Boulevard
Newport Beach, CA 92660 United States
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We are very pleased to welcome Dr. Adrian Fleissig, Ph.D. to our Annual 2018 Economic Forecast Luncheon. A resident of Orange County, Dr. Adrian Fleissig is an internationally recognized economist and ranked at the top 1.4% of economists worldwide (757 out of 55,000) based on his research and for developing economic methodology. He is a Professor of Economics and has been involved in econometric and statistical modeling for over 20 years. Dr. Fleissig has worked extensively in developing economic methodology to analyze…

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March 2018

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

March 21 @ 11:30 am - 3:30 pm
The Pacific Club, 4110 MacArthur Boulevard
Newport Beach, CA 92660 United States
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$65 - $75

LUNCHEON: "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. VIEW FULL…

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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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