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Business Network

Our events include speakers from a diverse background, covering subjects that effect our industry.

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Increase your knowledge

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

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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.”


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.


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.


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.


Ticor Title Seminar – June 1, 2017

Zona Weekley has been in the title insurance industry since 1976 and is currently with Ticor Title Company as an Assistant Vice President and Senior Commercial Title Officer. Prior to that, Zona spent 15 years as a Senior Title Officer with FNF Companies and 15 years and Senior Title Officer with Old Republic. Beginning her career in an entry level position, Zona’s training and years of experience have allowed her to excel in her current position.



Peter Duncan is a commercial lawyer representing financial institutions with over 30 years’ experience in negotiating, documenting, and enforcing commercial loans. A founding member of his firm, he will present, a la David Letterman, the Top Ten list of issues in commercial loan structure and documentation on a very practical level based on his experience in advising financial institutions.