RMA Event Details

Issues Keeping Credit Officers Up At Night

This event has been postponed due to the Boston Fed restricting all public events for two months.

Friday, March 20, 2020
11:30 – 2:00 p.m.
Federal Reserve Bank of Boston
Connolly Center, 4th Floor
600 Atlantic Avenue, Boston, MA 02210

Cost: $45 for RMA members, $60 for non-Members, $15 for Students

Event Registration will close at noon on Wednesday, March 17.

Banks and their senior credit officers currently face daunting issues. These include technological and environmental risks, economic uncertainty, as well as recent and future regulatory changes. This program will focus on current issues of concern to the panelists, and will provide a glimpse into future trends.   

Panelists:

John Farmer, SVP and Sr. Credit Officer, Eastern Bank

John FarmerJohn Farmer joined the bank in 1990, Farmer has served in various senior leadership roles in the Corporate Credit, Commercial Lending and Treasury Services divisions of the bank. Currently, John is Chairman of the bank’s Credit Committee.

Mr. Farmer earned his bachelor’s degree in Business Management from Bentley University and he also completed the graduate program at the University of Delaware’s Stonier Graduate School of Banking, where he also served as a thesis advisor for many years.

John lives in Danvers, Massachusetts and is very active in the community, serving both as an elected Town Meeting Member and an appointed member of the Planning Board. John serves as Past President of the Essex Heritage National Commission and recently was appointed by the Governor to the Board of the Massachusetts Growth Capital Corporation.

Bob Buffum, SVP, Chief Credit Officer, Boston Private

Bob BuffumMr. Buffum joined Boston Private Bank in 1997 as a commercial lender, bringing 20 years of experience in middle market business banking, commercial real estate lending, credit administration and asset management. Mr. Buffum was promoted to Boston’s Chief Credit Officer in 2001, responsible for establishing and maintaining the strong credit principals of the organization. In 2006, he assumed the role of Chief Risk Officer for the Boston banking operation and in 2010 took on the role of Chief Credit Officer for the Boston and the West Coast offices, overseeing the commercial, residential and private banking loan portfolios.

Mr. Buffum  is a graduate of Trinity College, Hartford with a BA in Economics, and received his MBA from Bryant University.

Bob Rose, Chief Credit Officer, Brookline Bank

Bob RoseBob Rose joined the Company in 2009 and presently serves as the Company’s Chief Credit Officer. From 2000 until 2004, Mr. Rose was the Chief Credit Risk Management Officer of Sovereign Bank, and from 2004 until 2009 he served as the Chief Risk Officer of Sovereign Bank. Prior to his tenure at Sovereign Bank, Mr. Rose held senior credit and risk management positions at Bank of Boston/Fleet Bank and BayBanks, Inc.

Mr. Rose has served as Chairman of the Board of Directors of the Risk Management Association, been a member of the Executive Committee of the Risk Management Association, and currently is Chairman of the Board of the Risk Management Association Foundation, a not for profit association for the development of banking curriculum and education, and granting scholarships and grants to undergraduate and graduate students entering the banking industry.

Mr. Rose serves on the Board of Directors of The Lyric Stage Company of Boston and serves as its Treasurer.

Mr. Rose earned a bachelor's degree and a Masters of Business Administration from Babson College as well as a Certification in Advanced Risk Management from The Wharton School at the University of Pennsylvania.

Katie O’Malley, SVP and Chief Credit Officer, Rockland Trust

Katie O’MalleyKatie has over 30 years of experience in commercial banking, having been a lender in C&I, CRE and Construction, at Bank Boston and USTrust, a consultant with various regional banks on underwriting and deal structure, and the last ten years has been at Rockland Trust as a Credit Officer, managing underwriting, appraisal and environmental review, credit administration, and loan workout. 

Ms. O’Malley holds a Master’s Degree in Finance from Boston College, and a Bachelor’s degree from Wheaton College. 

Moderator:

Giulio Camerini, CRC, Senior Manager, Crowe LLP

Giulio CameriniA regulatory compliance leader focused on client service, Mr. Camerini works closely with financial institution boards of directors, audit committees, and management teams to assess areas of concern, emerging issues, and complex regulatory situations. Through his career, Mr. Camerini has had the unique opportunity to serve and consult with over 500 financial institutions across the US, including banking institutions, credit unions, farm credit associations, and insurance companies. These organizations have a range starting with de novo to organizations with assets exceeding $100 billion USD.

Mr. Camerini has authored multiple publications on the topic of credit and is a regular speaker and presenter for various webinars, national conferences, training events, and roundtables.  Areas of focus include loan review (cosourced and outsourced), due diligence, credit administration department consulting, loan review department consulting, loan review and credit software, and allowance review.

Prior to joining Crowe in 2008 time was spent working for various national banks including ABN Amro LaSalle Bank n/k/a Bank of America and Fifth Third Bank. Within these organizations time was spent covering a wide range of products including, but not limited to, complex and niche borrowing arrangements.   

About the Federal Reserve:

The Fed maintains a robust security protocol for entry to the building. Kindly allow yourself sufficient time to proceed through TSA screening and bag check. Please provide your name exactly as it appears on the identification you will be asked to provide upon check-in.

Registration for the event will close at noon on Wednesday, March 17.

Due to the security procedures at the Fed, we regret that we cannot accommodate walk in attendees, or late registrations.

You MUST register prior to the deadline in order to attend this event.

Date:
Time:
Place:
Friday, March 20, 2020
11:30 – 2:00 p.m.
Federal Reserve Bank of Boston
Connolly Center, 4th Floor
600 Atlantic Avenue, Boston, MA 02210

Cost:


$45 for RMA members, $60 for non-Members, $15 for Students
Includes Lunch

Please note: RMA NE Chapter does not invoice for events.



For more information contact:
Julie Conroy, RMA Administrator
Julie@rmanewengland.org