Edgar, Dunn & Company administers Industry Roundtables which create a unique forum for the constructive exchange of new ideas and best practices in risk management. Each Roundtable is composed of senior-level risk managers from many leading financial institutions.
US Roundtables
US Risk Manager’s Roundtable:
Established in 1992, the RMRT focuses on general purpose consumer card portfolios.
US Private Label Roundtable:
Established in 1996, the PLRT focuses on store card portfolios.
US Commercial Card Roundtable:
Established in 1998, the CCRT focuses on small business card portfolios.
US Underserved Roundtable:
Established in 2007, the roundtable focuses on financial services to the unbanked and underbanked segments.
If you are interested in participating in or just finding out more about the US roundtables, please contact us.
Australia & New Zealand Roundtables
Australia Credit Cards Risk Managers Roundtable
Established in 2002 focuses on general purpose consumer credit cards
Australia Unsecured Personal Loans Risk Managers Roundtable
Established in 2005 focuses on unsecured consumer personal loans
Australia Mortgage Risk Managers Roundtable
Established in 2006 focuses on retail mortgage portfolios and represents 80+% of retail mortgages in the market
Australian Collections Managers Roundtable
Established in 2008 focuses on collections practices for credit cards, unsecured personal loans and mortgages. This roundtable focuses on operational performance benchmarking with some emphasis given to credit losses.
Australian Commercial Lending Risk Managers Roundtable
Established in 2009 focuses on SME business lending credit risk management.
Australian Auto Finance Roundtable
Established in 2009 focuses on benchmarking credit risk metrics related to Australian motor vehicle loans.
Australian SME Risk Managers Roundtable
Established in 2010 focuses on commercial lending benchmarking for the SME segment.
Australian ATM Roundtable
Established in 2010 focuses on detailed ATM benchmarking to assist with ATM network planning and strategy development.
New Zealand Credit Cards Risk Managers Roundtable
Established in 2003 focuses on general purpose consumer credit cards and now encompasses every issuer of these cards in the market
New Zealand Unsecured Personal Loans Risk Managers Roundtable
Established in 2009 focuses on unsecured consumer personal loans
New Zealand Mortgage Risk Managers Roundtable
Established in 2009 focuses on retail mortgage portfolios and represents 90+% of retail mortgages in the market
Australia & New Zealand roundtables under development:
Australian Operational Risk Managers Roundtable
This roundtable is in its formative stage, but is likely to focus on benchmarking best practices with regards to operational risk and to provide a forum for members to discuss pressing operational risk issues.
Australian Credit Union Consumer Mortgage Roundtable
This roundtable is in its formative stage, but is likely to provide credit unions with key benchmarking metrics related to their retail mortgage portfolios.
Australian Telco Roundtable
This roundtable is in its formative stage but will likely focus on credit risk and collections benchmarking for the telecommunications industry in Australia.
If you are interested in participating in or just finding out more about the Australian and New Zealand roundtables, please contact David Dee or Charles Higby on +61 2 9279 2442.
Major benefits of Roundtable membership include:
- Forum for Collaboration: Opportunity to discuss industry trends and observations and to share ideas and solutions related to risk management with major industry leaders. Recent examples:
- Established guidelines for determining discriminatory impact of credit-granting decisions
- Created guidelines that led to the development of an industry-wide fraud risk management database
- Industry Influence: Opportunity to speak with a collective voice on critical issues facing the entire industry.
Recent examples:
- Developed recommendations for the federal government to modify re-aging regulations
- Provide ongoing direction to the card associations/schemes regarding proposed risk management initiatives
- Peer Benchmarking and Special Surveys: Proprietary monthly reports comparing key data and performance metrics of each individual organization with that of the entire membership, as well as custom surveys that focus on specific initiatives or business processes
- Special Economic Reports: Detailed explanations and analysis of economic issues in the risk environment.
