Credit Department Management Forum 2022 (C) | Risk Management Association (RMA) | 12 December 2022 | Virtual

The forum focuses on structuring, organizing, and effectively managing the credit function. The session is presented from a managerial and operational perspective and helps increase efficiency when organizing credit responsibilities. Concepts of functional structure, service quality, and the use of technology are included in the discussions. Because the role of the credit department varies widely among banks, the number of different activities housed within the function and the challenge of limited staff resources are also discussed. The forum presents a unique opportunity for participants to meet and discuss common challenges with their peers whose asset size is generally under $20 billion.

This forum is of particular value to new or recently appointed credit managers and assistants at community and regional banks interested in organizing and improving the functions of their credit departments. However, credit professionals from various size banks routinely attend the forum. Many participants find value in the problem-solving techniques discussed by their peers— regardless of the size of the particular bank. In order to accommodate various participant backgrounds and interests, our dual-facilitator format offers several breakout sessions tailored to participant selected topics. Participants share information, ask questions, and exchange ideas to broaden their knowledge and understanding of the issues discussed. They leave the program with a variety of ideas on credit structure and the role the credit department plays in banking. Best of all, they have a network of peers to draw on in the future.

Learning Objectives:
• You will benefit from the problem solving techniques discussed by your peers, regardless of the size of your institution.
• Expect to share information, ask questions, and exchange ideas to broaden your knowledge and understanding of the issues discussed.
• The forum presents an excellent opportunity for you to meet and discuss common challenges with your peers.

Who Would Benefit:
• New or recently appointed credit managers and assistants at community and regional banks interested in organizing and improving the functions of their credit departments.
• Experienced credit professionals interested in peer exchanges and best practices related to credit department management
• Credit professionals from various size banks routinely attend the forum. Generally, asset sizes of participating institutions is under $50 billion.