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We offer valuable local and national classes covering a wide array of banking topics.

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May 9th Chapter Dinner – Guest Speaker is Kevin Gould of the California Bankers Association (CBA)

Program: Overview of the California 2018 legislative agenda and pending Measures. Kevin Gould joined the California Bankers Association (CBA) in 2004, bringing with him more than seven years of legislative experience. In his role as senior vice president and director of state government relations, he oversees the management and operation of CBA’s state government relations department and also serves as one of CBA’s three registered lobbyists. Gould’s advocacy responsibilities and issues focus mainly in the areas of bank operations, commercial lending, residential property lending, and wealth and asset management issues. Mr. Gould oversees CBA’s State Government Relations Committee and internal policy committees, who provide expertise and directives that guide the priorities of the association’s state government advocacy program. Mr. Gould is a member of the 2009 graduating class of the Pacific Coast Banking School.

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March 14, 2018 Dinner Meeting – South County Economic Development Council

Program: Projects Driving the Economic Engine of South County and the Impact on San Diego County

Cindy Gompper-Graves is currently the President and CEO for the South County Economic Development Council where she has led the South County in economic efforts over the past 14 years. Ms. Gompper-Graves’s goals are to foster economic prosperity in the South County through job creation, encouraging financial investments and marketing.

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Young Professionals mixer at Council Brewing Company

Back by popular demand….please join RMA Young Professionals of the San Diego Chapter at Council Brewing Company in Kearny Mesa for a social mixer and networking event. The cost of this YP Event will be at the RMA negotiated price of $10 which will include two beers and Hors D’oeuvre’s. Availability is limited, please RSVP as soon as possible, by February 20th! Cost at the door is $20.

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Affinity Luncheon 1/29/18

Tax Reform.  Join us to learn how the tax changes will affect local businesses and individuals. Andrew R. Davidson, CPA has more than 14 years of diversified business and financial management experience as a tax consultant and accountant. Andrew leads his firm’s growth-oriented companies group. He works with a broad range of companies and specializes in strategic tax planning and compliance, business and succession consulting, agribusiness, manufacturers, wholesale distributors, retailers, service providers, and lifestyle companies. He acts as a trusted advisor for closely-held businesses and individual clients. He is the “blue collar CPA stuck in a white collar world.”

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2018 Educational Class Schedule

San Diego Chapter RMA has announced our schedule for the 2018 Educational Series.   The four class discounted package is also available.  Classes include Real Estate Lending Fundamentals, Construction Contractor Analysis, Financial Statement Analysis, and Cash Flow Analysis.

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November Dinner Meeting – Dev Strischek, Principal, Devon Risk Advisory Group

A frequent speaker, instructor, advisor and writer on credit risk and commercial banking topics and issues, Dev is principal of Devon Risk Advisory Group after retiring from SunTrust Bank in Atlanta where he served as senior credit policy officer. Prior to SunTrust, Dev was chief credit officer for Barnett Bank’s Palm Beach market. Besides stints at other banks in Florida, Kansas City, and Ohio, Dev’s experiences outside of banking include CFO of a Honolulu construction company, combat engineer officer in the U.S. Army, and college economics instructor in Hawaii, Missouri, and Florida. A graduate of Ohio State University and the ABA Stonier Graduate School of Banking, he earned his M.B.A. from the University of Hawaii.

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RMA National Education Class – Understanding and Interpreting Real Estate Appraisals

Join RMA National for a 1-day educational class on Appraisals. Class will be held at Pacific Western Bank in downtown San Diego.

Understanding and Interpreting Real Estate Appraisals introduces you to the issues involved in ordering and reviewing real estate appraisals. Explore terminology, methods, regulations, and review of appraisal for lending purposes. Learn about appraisal methods and techniques, including the three approaches to value: cost, sales comparison, and income. You will also get an introduction to the appraisal review process based on appraisal requirements and best practices.