CMA 2024 Fall Conference Agenda

September 11-13 | Balboa Bay Resort, Newport Beach

Wednesday, September 11

Your registration gives you full access to all three days of the conference, including the Wednesday Night Mixer, Thursday night Cocktail Reception and Keynote Speaker session.

1:00pm – 3:30pm

1st Annual Pickleball Tournament 

Join us for an exciting Pickleball Tournament to support the CMA PAC! Whether you’re a seasoned player or a beginner, this event promises fun and friendly competition for all. Enjoy an afternoon of pickleball, camaraderie, and community spirit while contributing to a great cause. All proceeds will benefit the CMA PAC, helping to advance important initiatives and support advocacy efforts. 

5:30pm – 8:00pm

Wednesday Night Mixer

Join your colleagues on the Bayfront Lawn at the Balboa Bay Resort for cocktails and appetizers on Wednesday evening. Enjoy beautiful Newport Beach, catch up with your peers and start networking early! 

Thursday, September 12

8:30am – 10:00am

Broker-Lender Round-Tables

Moderated by Pam Sosa, President Standard Mortgage Financial Services, Inc. 

Who has the answer, the idea, that one strategy for the next step in your business? How do you find out “who knows what?” and get help the help you need? It’s called  “CMA Broker-Lender Round Tables.”  

Experienced / smart CMA members at each table lead a discussion on a selected topic. But that’s not all! You can get just as good – and sometimes better – ideas from other colleagues at the same table. 

And the networking value! Meet someone new and be doing business together the following week. This session provide tens of thousands of dollars’ worth of knowledge. How much are you willing to “leave on the table?”

10:00am – 10:30am

Networking Break

10:30am – 12:00pm

Fund Manager State of the Union

Moderated by Brock VandenBerg, President, TaliMar Financial and Shafiq Taymuree, Executive Vice President, Stonecrest 

The California Mortgage Association is excited to host the annual Fund Manager State of the Union session where we bring in industry experts to discuss various elements of the mortgage fund industry. We will cover a variety of topics such as key performance indicators of mortgage funds, updates from our legal experts, and how private loans are being priced nationally. This session is open to (and beneficial to) all CMA members and is an excellent opportunity for professionals in the private lending industry to stay informed and engaged with peers. Be prepared to share insights and ask questions because this session is interactive. 

12:00pm – 1:30pm


1:30pm – 3:00pm

Market Forecast: Keynote  Speaker, David Luna

David Luna, Industry Expert 

Do you know where interest rates might be headed? We sure don’t, but David Luna may. Known as one of its most important thought leaders in the mortgage industry, David Luna has been sought after by news media and professional organizations for his insight into what affects real estate markets, and whyExpect his keynote to touch on inflation, the Fed, interest rates, housing inventory, and local and national mortgage trends. David has spent his career in mortgage education and compliance, and he has held executive positions for banks, credit unions, mortgage bankers and brokerages. A truly engaging speaker, David has spent a lifetime paying attention to what is going on in the economy, and how it affects the mortgage industry. He’ll share it all with you. 

3:00pm – 3:30pm

Networking Break

3:30pm – 5:00pm

Success Tips: Scaling Your Business and Building the Perfect Team

Moderated by Glenn Goldan, Founder & CEO, ReProp Financial 


Cocktail Reception

Friday, September 13

8:30am – 10:00am

What’s New with ADU?

Marcus Carter, President, La Mesa Fund Control & Escrow, Inc.; Dennis Doss, Esq., Founder, Doss Law; John Lloyd, President, Fidelis Private Fund; Kathryn Moorer, Esq., Senior Associate, Wright Finlay & Zak, LLP; 

Moderated by Sandy MacDougall, President, Mortgage Vintage, Inc.

What’s New with ADU’s? This expert panel will provide important updates on new legislation, construction best practices, and lending guidance in the exploding Accessory Dwelling Unit (ADU) industry.  The presenters will look at comprehensive aspects of development, construction, and lending in the ADU environment from a lending, funds control and legal perspective.  Whether first or second, Owner Occ. or Non-Owner Occ., SFR or Duplex, or One lot or Two lots, you will learn and get practical guidance on what can be done legally while staying in compliance.   

10:00am – 10:30am

Networking Break

10:30am – 12:00pm

Attorney Town Hall and Legislative Update

Mike Belote, Esq., CMA Legislative Advocate , California Advocates, Inc.; Robert Finlay, Esq., CMA Legal Counsel, Wright Finlay & Zak, LLP

Stay up to date with the legal and legislative activities that affect our businesses and our bottom lines. Brought to you by Michael Belote, CMA’s legislative advocate, and Robert Finlay, CMA’s legal counsel, this program will cover all the new legislation and case law that you need to know. Don’t just cover your head and cry! Staying informed is the best way to protect your private lending business.  


Conference Ends!

THANK YOU Sponsors & Exhibitors